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HomeMy WebLinkAboutWA State 2023 Financial and Federal Single Audit Report Scan to see another great way we’re helping advance #GoodGovernment Financial Statements and Federal Single Audit Report City of Pasco For the period January 1, 2023 through December 31, 2023 Published September 26, 2024 Report No. 1035620 Insurance Building, P.O. Box 40021  Olympia, Washington 98504-0021  (564) 999-0950  Pat.McCarthy@sao.wa.gov Office of the Washington State Auditor Pat McCarthy September 26, 2024 Mayor and City Council City of Pasco Pasco, Washington Report on Financial Statements and Federal Single Audit Please find attached our report on the City of Pasco’s financial statements and compliance with federal laws and regulations. We are issuing this report in order to provide information on the City’s financial activities and condition. Sincerely, Pat McCarthy, State Auditor Olympia, WA Americans with Disabilities In accordance with the Americans with Disabilities Act, we will make this document available in alternative formats. For more information, please contact our Office at (564) 999-0950, TDD Relay at (800) 833-6388, or email our webmaster at webmaster@sao.wa.gov. Office of the Washington State Auditor sao.wa.gov TABLE OF CONTENTS Schedule of Findings and Questioned Costs ................................................................................... 4 Schedule of Audit Findings and Responses .................................................................................... 6 Schedule of Federal Award Findings and Questioned Costs ........................................................ 10 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 ................................................................................................... 14 Independent Auditor's Report on Compliance for Each Major Federal Program and Report on Internal Control Over Compliance in Accordance With the Uniform Guidance ......................... 17 Independent Auditor's Report on the Financial Statements .......................................................... 21 Financial Section ........................................................................................................................... 25 Corrective Action Plan for Findings Reported Under Uniform Guidance ..................................140 About the State Auditor's Office ..................................................................................................142 Page 3 Office of the Washington State Auditor sao.wa.gov SCHEDULE OF FINDINGS AND QUESTIONED COSTS City of Pasco January 1, 2023 through December 31, 2023 SECTION I – SUMMARY OF AUDITOR’S RESULTS The results of our audit of the City of Pasco are summarized below in accordance with Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Financial Statements We issued an unmodified opinion on the fair presentation of the basic financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate discretely presented component units and remaining fund information in accordance with accounting principles generally accepted in the United States of America (GAAP). Internal Control over Financial Reporting: • Significant Deficiencies: We reported no deficiencies in the design or operation of internal control over financial reporting that we consider to be significant deficiencies. • Material Weaknesses: We identified deficiencies that we consider to be material weaknesses. We noted no instances of noncompliance that were material to the financial statements of the City. Federal Awards Internal Control over Major Programs: • Significant Deficiencies: We reported no deficiencies in the design or operation of internal control over major federal programs that we consider to be significant deficiencies. • Material Weaknesses: We identified deficiencies that we consider to be material weaknesses. We issued an unmodified opinion on the City’s compliance with requirements applicable to each of its major federal programs. We reported findings that are required to be disclosed in accordance with 2 CFR 200.516(a). Page 4 Office of the Washington State Auditor sao.wa.gov Identification of Major Federal Programs The following programs were selected as major programs in our audit of compliance in accordance with the Uniform Guidance. ALN Program or Cluster Title 21.027 COVID-19 – CORONAVIRUS STATE AND LOCAL FISCAL RECOVERY FUNDS 97.083 Staffing for Adequate Fire and Emergency Response (SAFER) The dollar threshold used to distinguish between Type A and Type B programs, as prescribed by the Uniform Guidance, was $750,000. The City qualified as a low-risk auditee under the Uniform Guidance. SECTION II – FINANCIAL STATEMENT FINDINGS See Finding 2023-001. SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS See Finding 2023-002. Page 5 Office of the Washington State Auditor sao.wa.gov SCHEDULE OF AUDIT FINDINGS AND RESPONSES City of Pasco January 1, 2023 through December 31, 2023 2023-001 The City did not have adequate internal controls to ensure accurate reporting of its financial statements. Background State and federal agencies, the City Council, and the public rely on the information included in the financial statements and reports to make decisions. Management is responsible for designing and following internal controls that provide reasonable assurance its financial reporting is reliable, and the financial statements are accurate. The City prepares its financial statements in accordance with generally accepted accounting principles (GAAP). Our audit found deficiencies in internal controls over accounting and financial reporting that affected the City’s ability to produce reliable financial statements. Governmental Accounting Standards requires the State Auditor’s Office to communicate material weaknesses as a finding. Description of Condition When preparing the government-wide financial statements, the City must convert the information in the governmental fund financial statements. This conversion is necessary as the information in the governmental fund financial statements is presented using the modified accrual basis of accounting while the government- wide statements are on the full accrual basis. The governmental fund financial statements report available financial resources and show the performance in the short term while the government-wide financial statements assess the finances of the government in the long term and its entirety. Our audit identified internal control deficiencies that, when taken together, represent a material weakness. We found the City does not have an effective review process to ensure their financial statements are accurate. Specifically, there were errors in the conversion from the fund financial statements to the government-wide financial statements that were not detected in preparation or review. Page 6 Office of the Washington State Auditor sao.wa.gov Cause of Condition The software the City uses for compiling and preparing the financial statements was updated and City staff did not verify the accuracy of the calculations when preparing and presenting their financial statements. Effect of Condition Because of the internal control deficiencies, the City’s financial statements contained misstatements that management did not detect. In our review of the City’s government-wide statements, we noted the following misstatements as a result of the conversion: Business-type Activities • Capital grants and contributions revenue was understated by $2,430,603 mainly due to inaccurately reporting a transaction as a deferred inflow. Consequently, the deferred inflow liability to be overstated by $2,429,899. • Significant misclassifications within the presentation of the opinion unit’s net position. Restricted Net Position for capital improvement was overstated by $24,647,392 as it should have been classified as unrestricted net position. Net investment in capital assets included a misclassification causing an overstatement of $2,322,332. Overall, the misclassifications caused unrestricted net position to be understated by $29,400,323. Governmental Activities • The issuance of debt was inaccurately reported causing overstated revenues of $13,567,063. • The incorrect implementation of a new accounting standard related to subscription based information technology agreements resulted in overstated revenues of $2,228,106. • Various misclassifications within expenditure categories due to capital outlay related adjustments among the categories. The misclassifications are as follows: Account Misclassification Transportation expenditures – overstated $ 24,404,403 General government expenditures - understated $ (4,480,996) Public safety expenditures - understated $ (13,085,990) Page 7 Office of the Washington State Auditor sao.wa.gov • Revenues categorized as Charges for Services were understated by $7,793,027. Similarly, revenue categorized as Investment income and miscellaneous was understated by $1,732,496. • Misclassification among liabilities in which Loans Receivable was understated by $2,070,871 and Special Assessment Receivable was overstated by $2,104,092. • Deferred inflows were overstated by $2,150,621. • Similar to Business-Type misclassifications, there were significant misclassifications among Net Position classifications. Restricted for capital improvements was overstated by $5,622,584 and net investment in capital assets was overstated by $10,439,228, both of should have been classified as unrestricted net position. Overall, unrestricted net position was understated by $18,212,185. We also identified several less significant errors in the City’s financial statements, notes, and schedules it provided for audit. The City corrected the financial statements as a result of our audit. Recommendation We recommend the City dedicate sufficient resources to preparing accurate financial statements. In particular, the City should establish a robust review process to ensure the financial statements are accurate and complete. City’s Response Upon review, we have identified that the need for an unexpected software update during ACFR preparation played a significant role in causing many of the discrepancies noted in the audit. As a result of an unexpected change to the software operating platform, previous programing was erased. During preparation of the 2023 ACFR, it was necessary to rebuild reporting programming from ground zero in a condensed timeframe. The City recognizes the importance of thorough review of software system outputs. The planned process for the coming year is to backward engineer existing software programming to thoroughly investigate, discover and correct programming to support correct presentation. Additionally, we want to highlight that the majority of errors noted in the auditor's report are a result of erroneous classification. These misclassifications do not reflect a misstatement of financial results, but rather an incorrect categorization of transactions. Transactions included in the financial reports were complete, but Page 8 Office of the Washington State Auditor sao.wa.gov previously noted programming interruptions resulted in some transactions assignment to the wrong category on the government-wide statements. As part of the finalization of the ACFR, these items were identified and are appropriately reported in the published version. We are committed to maintaining accurate financial reporting and are taking all necessary actions to address these issues. Auditor’s Remarks We appreciate the City’s commitment to resolve this finding and thank the City for its cooperation and assistance during the audit. We will review the corrective action taken during our next regular audit. Applicable Laws and Regulations Government Auditing Standards, July 2018 Revision, paragraphs 6.40 and 6.41 establish reporting requirements related to significant deficiencies or material weaknesses in internal control, instances of fraud, and noncompliance with provisions of laws, regulations, contracts, or grant agreements. The American Institute of Certified Public Accountants defines significant deficiencies and material weaknesses in its Codification of Statements on Auditing Standards, section 265, Communicating Internal Control Related Matters Identified in an Audit, paragraph 7. Page 9 Office of the Washington State Auditor sao.wa.gov SCHEDULE OF FEDERAL AWARD FINDINGS AND QUESTIONED COSTS City of Pasco January 1, 2023 through December 31, 2023 2023-002 The City did not have adequate controls for ensuring compliance with federal suspension and debarment requirements. Assistance Listing Number and Title: 21.027 – COVID-19 – Coronavirus State and Local Fiscal Recovery Funds Federal Grantor Name: U.S. Department of Treasury Federal Award/Contract Number: N/A Pass-through Entity Name: N/A Pass-through Award/Contract Number: N/A Known Questioned Cost Amount: $0 Prior Year Audit Finding: N/A Description of Condition The purpose of the Coronavirus State and Local Fiscal Recovery Funds (SLFRF) is to respond to the COVID-19 pandemic’s negative effects on public health and the economy, provide premium pay to essential workers during the pandemic, provide government services to the extent COVID-19 caused a reduction in revenues collected, and make necessary investments in water, sewer or broadband infrastructure. In fiscal year 2023, the City spent $6,447,025 to administer the program. Federal regulations require recipients to establish and maintain internal controls that ensure compliance with program requirements. These controls include understanding program requirements and monitoring the effectiveness of established controls. Federal requirements prohibit recipients from contracting with or purchasing from parties suspended or debarred from doing business with the federal government. Whenever the City enters into contracts or purchases goods and services that it Page 10 Office of the Washington State Auditor sao.wa.gov expects to equal or exceed $25,000, paid all or in part with federal funds, it must verify that the contractors have not been suspended, debarred or otherwise excluded from participating in federal programs. The City may verify this by obtaining a written certification from the contractor, adding a clause or condition into the contract that states the contractor is not suspended or debarred or checking for exclusion records in the U.S. General Services Administration’s System for Award Management at SAM.gov. The City must verify this before entering into the contract, and must maintain documentation demonstrating compliance with this federal requirement. Our audit found the City did not have adequate controls in place to verify three contractors it paid more than $25,000 in federal funds were not suspended or debarred from participating in federal programs. We consider this deficiency in internal controls to be a material weakness that led to material noncompliance. Cause of Condition The City purchased from two contractors using other governments’ contracts, which is a process commonly referred to as “piggybacking.” City staff did not know they must verify the contractors are not suspended or debarred before piggybacking. Also, staff responsible for monitoring part of the program did not have adequate training and did not have a clear understanding of the requirements for suspension-and-debarment for one of the contractors. Effect of Condition The City did not obtain a written certification from the contractor, insert a clause into the contract or check for exclusion records at SAM.gov to verify three contractors it paid $292,013 using federal funds were not suspended or debarred before contracting. Without adequate internal controls, the City cannot ensure the contractors it paid with federal funds were eligible to participate in federal programs. Any program funds the City used to pay contractors that have been suspended or debarred would be unallowable, and the awarding agency could potentially recover the funds. Because we subsequently verified the contractors were not suspended or debarred, we are not questioning costs. Page 11 Office of the Washington State Auditor sao.wa.gov Recommendation We recommend the City provide staff with training related to the suspension and debarment requirement and strengthen internal controls to ensure all contractors it pays $25,000 or more, all or part with federal funds, are not suspended or debarred from participating in federal programs before contracting with them. City’s Response Expertise in Federal procurement requirements is primarily held by individuals who regularly manage federal grants. The instances noted in the audit involve activities conducted by personnel who are not typically involved with federal grants. The City acknowledges the need for enhanced safeguards to ensure that such infrequent activities are correctly identified as grant-funded, and that appropriate procedures are followed. Further, the City received a similar finding for fiscal year 2021. It is important to note that two of the three instances identified were either procured in 2021, but not included in the 2021 finding or were procured in 2022 before the 2021 audit finding was issued. While the 2023 audit identified instances related to 2023 payments, the opportunity to address any issues after 2021 has already passed. Auditor’s Remarks We appreciate the City’s commitment to resolve this finding and thank the City for its cooperation and assistance during the audit. We will review the corrective action taken during our next regular audit. Applicable Laws and Regulations Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), section 516, Audit findings, establishes reporting requirements for audit findings. Title 2 CFR Part 200, Uniform Guidance, section 303, Internal controls, describes the requirements for auditees to maintain internal controls over federal programs and comply with federal program requirements. Page 12 Office of the Washington State Auditor sao.wa.gov The American Institute of Certified Public Accountants defines significant deficiencies and material weaknesses in its Codification of Statements on Auditing Standards, section 935, Compliance Audits, paragraph 11. Title 2 CFR Part 180, OMB Guidelines to Agencies on Governmentwide Debarment and Suspension (Nonprocurement), establishes nonprocurement debarment and suspension regulations implementing Executive Orders 12549 and 12689. Page 13 Office of the Washington State Auditor sao.wa.gov INDEPENDENT AUDITOR’S REPORT 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 City of Pasco January 1, 2023 through December 31, 2023 Mayor and City Council City of Pasco Pasco, Washington We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate discretely presented component units and remaining fund information of the City of Pasco, as of and for the year ended December 31, 2023, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated September 18, 2024. REPORT ON I NTERNAL CONTROL OVER FINANCIAL REPORTING In planning and performing our audit of the financial statements, we considered the City’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 opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’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 City’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. Page 14 Office of the Washington State Auditor sao.wa.gov Our consideration of internal control was for the limited purpose described above and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. However, we identified certain deficiencies in internal control, as described in the accompanying Schedule of Audit Findings and Responses as Finding 2023-001, that we consider to be material weaknesses. REPORT ON COMPLIAN CE AND OTHER MATTERS As part of obtaining reasonable assurance about whether the City’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. CITY ’S RESPONSE TO FINDINGS Government Auditing Standards requires the auditor to perform limited procedures on the City’s response to the findings identified in our audit and described in the accompanying Schedule of Audit Findings and Responses. The City’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on the response. 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 City’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 City’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. However, this Page 15 Office of the Washington State Auditor sao.wa.gov report is a matter of public record and its distribution is not limited. It also serves to disseminate information to the public as a reporting tool to help citizens assess government operations. Pat McCarthy, State Auditor Olympia, WA September 18, 2024 Page 16 Office of the Washington State Auditor sao.wa.gov INDEPENDENT AUDITOR’S REPORT Report on Compliance for Each Major Federal Program and Report on Internal Control over Compliance in Accordance with the Uniform Guidance City of Pasco January 1, 2023 through December 31, 2023 Mayor and City Council City of Pasco Pasco, Washington REPORT ON COMPLIANCE FOR EACH MAJOR FEDERAL PROGRAM Opinion on Each Major Federal Program We have audited the compliance of the City of Pasco, with the types of compliance requirements identified as subject to audit in the U.S. Office of Management and Budget (OMB) Compliance Supplement that could have a direct and material effect on each of the City’s major federal programs for the year ended December 31, 2023. The City’s major federal programs are identified in the auditor’s results section of the accompanying Schedule of Findings and Questioned Costs. In our opinion, the City complied, in all material respects, with the types of compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended December 31, 2023. Basis for Opinion on Each Major Federal Program We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America (GAAS); the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States; and the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance) are further described in the Auditor’s Responsibilities for the Audit of Compliance section of our report. We are required to be independent of the City 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 opinion on compliance for each major federal program. Our audit does not provide a legal determination on the City’s compliance with the compliance requirements referred to above. Page 17 Office of the Washington State Auditor sao.wa.gov Responsibilities of Management for Compliance Management is responsible for compliance with the requirements referred to above and for the design, implementation, and maintenance of effective internal control over compliance with the requirements of laws, statutes, regulations, rules and provisions of contracts or grant agreements applicable to the City’s federal programs. Auditor’s Responsibilities for the Audit of Compliance Our objectives are to obtain reasonable assurance about whether material noncompliance with the compliance requirements referred to above occurred, whether due to fraud or error, and express an opinion on the City’s compliance based on our audit. 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, Government Auditing Standards and the Uniform Guidance will always detect a material noncompliance when it exists. The risk of not detecting a material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements referred to above is considered material, if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgement made by a reasonable user of the report on compliance about the City’s compliance with the requirements of each major federal program as a whole. Performing an audit in accordance with GAAS, Government Auditing Standards and the Uniform Guidance includes the following responsibilities: • Exercise professional judgment and maintain professional skepticism throughout the audit; • Identify and assess the risks of material noncompliance, 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 City’s compliance with the compliance requirements referred to above and performing such other procedures as we considered necessary in the circumstances; • Obtain an understanding of the City’s internal control over compliance relevant to the audit in order to design audit procedures that are appropriate in the circumstances and to test and report on internal control over compliance in accordance with the Uniform Guidance, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control over compliance. Accordingly, no such opinion is expressed; and • We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we identified during the audit. Page 18 Office of the Washington State Auditor sao.wa.gov REPORT ON INTERNAL CONTROL OVER COMPLIANCE A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is a reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. Our audit was not designed for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, no such opinion is expressed. Our consideration of internal control over compliance was for the limited purpose described in the Auditor’s Responsibilities for the Audit of Compliance section above and was not designed to identify all deficiencies in internal control over compliance that might be material weaknesses or significant deficiencies in internal control over compliance and therefore, material weaknesses or significant deficiencies may exist that were not identified. However, we identified certain deficiencies in internal control over compliance, as described in the accompanying Schedule of Federal Award Findings and Questioned Costs as Finding 2023-002 that we consider to be a material weakness. Other Matters The results of our auditing procedures disclosed an instance of noncompliance which is required to be reported in accordance with the Uniform Guidance and which are described in the accompanying Schedule of Federal Award Findings and Questioned Costs as Finding 2023-002. Our opinion on each major federal program is not modified with respect to these matters. City’s Response to Findings Government Auditing Standards requires the auditor to perform limited procedures on the City’s response to the internal control over compliance findings identified in our audit described in the accompanying Schedule of Federal Award Findings and Questioned Costs. The City’s response was not subjected to the other auditing procedures applied in the audit of compliance and, accordingly, we express no opinion on the response. Page 19 Office of the Washington State Auditor sao.wa.gov Purpose of this Report The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. However, this report is a matter of public record and its distribution is not limited. It also serves to disseminate information to the public as a reporting tool to help citizens assess government operations. Pat McCarthy, State Auditor Olympia, WA September 18, 2024 Page 20 Office of the Washington State Auditor sao.wa.gov INDEPENDENT AUDITOR’S REPORT Report on the Audit of the Financial Statements City of Pasco January 1, 2023 through December 31, 2023 Mayor and City Council City of Pasco Pasco, Washington REPORT ON THE AUDIT OF THE FINANCIAL STATEMENTS Opinions We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate discretely presented component units and remaining fund information of the City of Pasco, as of and for the year ended December 31, 2023, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the financial section of our report. In our opinion, the accompanying financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate discretely presented component units and remaining fund information of the City of Pasco, as of December 31, 2023, and the respective changes in financial position and, where applicable, cash flows thereof, and the respective budgetary comparison for the General and ARPA funds for the year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions 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. 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 the City 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 opinions . Page 21 Office of the Washington State Auditor sao.wa.gov Matters of Emphasis As discussed in Note 1 to the financial statements, in 2023, the City adopted new accounting guidance, Governmental Accounting Standards Board Statement No. 96, Subscription-Based Information Technology Arrangements. Our opinion is not modified with respect to this matter. Responsibilit ies 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 the City’s ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor’s Responsibilit ies 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 opinions. 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. Performing an audit in accordance with GAAS and Government Auditing Standards includes the following responsibilities: • 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; Page 22 Office of the Washington State Auditor sao.wa.gov • 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 the City’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 the City’s ability to continue as a going concern for a reasonable period of time; and • 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 and required supplementary information listed in the financial section of our report 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 auditing standards generally accepted in the United States of America, 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. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The accompanying Schedule of Expenditures of Federal Awards is presented for purposes of additional analysis as required by Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). This supplementary information is 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 Page 23 Office of the Washington State Auditor sao.wa.gov 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 auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated, in all material respects, in relation to the basic financial statements as a whole. OTHER REPORTING REQUIRED BY GOVERNMENT AUDITING STANDARDS In accordance with Government Auditing Standards, we have also issued our report dated September 18, 2024 on our consideration of the City’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 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 the City’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 the City’s internal control over financial reporting and compliance. Pat McCarthy, State Auditor Olympia, WA September 18, 2024 Page 24 Office of the Washington State Auditor sao.wa.gov FINANCIAL SECTION City of Pasco January 1, 2023 through December 31, 2023 REQUIRED SUPPLEMENTARY INFORMATION Management’s Discussion and Analysis – 2023 BASIC FINANCIAL STATEMENTS Statement of Net Position – 2023 Statement of Activities – 2023 Balance Sheet – Governmental Funds – 2023 Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Position – 2023 Statement of Revenues, Expenditures and Changes in Fund Balance – Governmental Funds – 2023 Reconciliation of Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balance to the Statement of Activities – 2023 Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – General Fund – 2023 Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – ARPA Fund – 2023 Statement of Net Position – Proprietary Funds – 2023 Statement of Revenues, Expenses and Changes in Fund Net Position – Proprietary Funds – 2023 Statement of Cash Flows – Proprietary Funds – 2023 Statement of Fiduciary Net Position – 2023 Statement of Changes in Fiduciary Net Position – Fiduciary Funds – 2023 Notes to Financial Statements – 2023 REQUIRED SUPPLEMENTARY INFORMATION Schedule of Changes in the Net OPEB Liability and Related Ratios – Old Fire OPEB – 2023 Schedule of Investment Returns – Old Fire OPEB – 2023 Schedule of City Contributions – LEOFF 1 OPEB – 2023 Schedule of Changes in Total OPEB Liability and Related Ratios – LEOFF 1 – 2023 Page 25 Office of the Washington State Auditor sao.wa.gov Schedule of Changes in the Net Pension Liability and Related Ratios – Old Fire Pension Fund – 2023 Schedule of Investment Ratios – Old Fire Pension – 2023 Schedule of Contributions – Fire Pension Fund – 2023 Schedule of Proportionate Share of Net Pension Liability/(Asset) – PERS 1, PERS 2/3, LEOFF 1, LEOFF 2 – 2023 Schedule of Employer Contributions – PERS 1, PERS 2/3, LEOFF 2 – 2023 SUPPLEMENTARY AND OTHER INFORMATION Schedule of Expenditures of Federal Awards – 2023 Notes to the Schedule of Expenditures of Federal Awards – 2023 Page 26 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report MANAGEMENTS’ DISCUSSION AND ANALYSIS This section of the City of Pasco’s (City) annual comprehensive financial statements (ACFR) provides a narrative overview and analysis of the financial activities for the fiscal year ended December 31, 2023. Readers are encouraged to consider commentary provided in the management’s discussion and analysis (MD&A) in conjunction with the preceding letter of transmittal as well as the financial statements and notes to the financial statements. While each portion of the ACFR is useful, they are produced to complement and complete financial reporting for readers. Financial Highlights x The total assets and deferred outflows of resources of the City exceeded liabilities and deferred inflows, or net position, at the close of December 31, 2023 by $700.8M. Net investment in capital assets (capital asset cost net of depreciation and related debt) accounted for 73% of this amount or $511.6M. Of the remaining net position of $189.3M, or 27%, $109.6M may be used to meet the government’s ongoing obligations to its citizens, creditors and employees without restriction. x The City’s total net position improved by $64.9M, or 10% compared to 2022. Governmental activities increased by $43.8M while business-type activities increase by $21.5M. x City-wide net investment in capital increased by $58.2M in 2023. This increase reflects the investments made in City infrastructure less associated debt for parks, facilities, streets, and all utility services. x Restricted net position of governmental activities increased by $9.1M or 19%. The most significant impact is related to fund balance restricted for capital improvements. In 2023, a limited term general obligation bond in the amount of $12.6M was issued. A portion of these proceeds have not been spent as of year end, $5.6M. Increases in net position restrictions were also a result of changes for net other post-employment benefits (OPEB) and pension recognition. Unrestricted net position of governmental activities decreased by $6.5M or 10% as compared to 2022. x Activity related to general revenues reported on the Statement of Activities resulted in an improvement of $4.4M in 2023 over 2022. This increased recognition includes bond proceeds and related premium of nearly $13.6M, improved interest income as a result of improved interest rates of $846K, increased intergovernmental revenues of $828K. Offsetting these revenue increases is a greater internal transfer between governmental and business-type activities in 2023, an additional $3.6M of spending in the governmental category. Page 27 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report x Expenses reported on the Statement of Activities for governmental activities were greater than program revenues by $19.7M. For business-type activities, revenues exceeded expenses by $14.5M. xGovernmental fund balances at year-end were $87.1M, a decrease of $5.9M, or 6.4% from the prior year. Of this fund balance, a total of $36.6M or 42%, belongs to the General Fund. A deficit fund balance of $1.9M is attributable to the Construction Fund, the result of project spending that outpaced funding in the current period. Available support is being identified based on reallocation during capital improvement plan analysis and pending grant applications. The remaining governmental fund balance is the combined effect of non-major governmental funds. These funds represent only a small portion of unassigned fund balance, with their respective fund balances restricted for unique fund purposes. o Revenues reported in the governmental funds increased from 2022 to 2023 by $7.0M. Most notable changes included recognition of intergovernmental revenue increases, including use of American Rescue Plan Act (ARPA) grant proceeds and revenues for capital construction projects. Current expenses increased by $11.1M. Greater costs in 2023 are largely the result of budgeted staffing increases in many City departments, as well as inflationary pressure on cost of supplies and services. Capital expenses increased by $19.2M as compared to 2022 totals. Debt issuance expenses reflected in 2023 were greater than those of 2022 by an amount slightly greater than half a million dollars. o o o xAs of December 31, 2023, the City’s outstanding debt increased by $74.2M. Within the governmental activities, total outstanding debt increased by $12.2M, reflecting the issuance of a limited-term general obligation bond in the amount of $12.6M. Proceeds received are for the support for construction of an additional fire station and improvements at City facilities used for recreation and animal control. Within business-type activities, total outstanding debt increased by $61.9M. Concurrent with issuance of the LTGO bond, utility revenue and refunding bonds were issued, resulting in proceeds of $34.7M. Approximately 11% of proceeds, $2.8M, was used to refund outstanding 2013 bonds. The remaining $31.9M in proceeds will fund numerous projects across all City utility services. The Water/Sewer Fund, a business type-activity, was the recipient of various loan programs of the State of Washington. The projects supported include capital improvements for facilities, including the West Pasco Water Treatment Plant, Butterfield Water Treatment Plant, Water Reservoir Storage Tank Zone Three, Wastewater Treatment Plant, and Process Water Reuse Facility storage and treatment projects. Typically, this form of funding is received on a reimbursement basis and bears interest cost significantly lower than debt funding achieved from the bond market. As detailed in Note 8, interest rates range from zero percent to two percent. Therefore, the City will continue to look for opportunity to apply for similar lower cost financing. Page 28 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Overview of the Financial Statements This discussion and analysis are intended to serve as an introduction to the City of Pasco’s basic financial statements. The financial statements are comprised of three components: 1) government- wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. The activities of the City are classified as either governmental or business-type depending upon the nature of services provided and source of funding. Both government-wide financial statements, statement of net position and statement of activities, segregate financial reporting based on the activity type. Governmental activities provide services that are principally supported by taxes and intergovernmental revenues. Depending upon purpose and authority for revenue collection financial activity is reported in either the General, Special Revenue, Debt Service, or Capital Projects funds. Governmental activities included basic services of the City like police and fire services, parks and recreation program delivery, streets and facilities maintenance, etc. Other City activities are classified as business-type. These services receive all or a significant portion of their financial support from fees and charges. The City’s business-type activities include utilities (composed of individual water, sewer, irrigation, process water reuse, and storm water utilities), equipment maintenance and equipment replacement services, and personnel benefits. The City adopts a biennial budget. Budgets are adopted via ordinance at the fund level in accordance with state law. A budgetary comparison statement is presented in the basic statements for all major funds and a combined comparison for all non-major special revenue funds. Government-wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the City’s finances in a manner similar to a private-sector business. The Statement of Net Position presents information on all of the City’s assets, liabilities, and deferred inflows and deferred outflows, with the difference reported as net position. The purpose of this statement is to report activity similarly to a consolidated balance sheet in private business. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the City of Pasco is improving or deteriorating. Certain activity is only presented the government-wide statement due to the basis of accounting differing from the fund financial statements. Notably impacting the net position is the recognition of pension related assets and liabilities for the five pension plans that the City is part of and other post-employment benefits (OPEB) for two City-managed plans. In 2023, the City recognized an increase of $1.8M in OPEB liability and a $1.5M decrease in pension asset, both of which are determined by independent actuaries. Further, there was a $3.8M increase in lease liabilities and corresponding increase in lease assets of $3.3M related to mandated reporting requirements for long term leases. Page 29 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The Statement of Activities presents information showing how the City’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods (e.g. uncollected taxes and earned but unused vacation leave). Fund Financial Statements A fund is a grouping of related accounts that are used to maintain control over resources that have been segregated for specific activities or objectives. The City of Pasco, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All funds of the City can be divided into the following categories: governmental, proprietary, permanent, fiduciary and custodial funds. Governmental Funds Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources, as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide statements. By doing so, readers may better understand the long-term impact of the government’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statements of revenues, expenditures and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains thirty (30) individual governmental funds including the General Fund. Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures and changes in fund balances for the General Fund, which is a major fund as defined by the Governmental Accounting Standards Board (GASB). In 2023, the General, American Rescue Plan Act (ARPA), and Construction Funds were the only major governmental funds. Financial results for major funds are reported individually in the governmental fund balance sheet and governmental fund statement of revenues, expenditures, and changes in fund balances. Remaining non-major funds financial activity are consolidated. To view individual fund data for non-major governmental funds, reference the combining and individual fund statements and schedules section of this report. Proprietary Funds The City maintains two different types of proprietary funds. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses an enterprise fund to account for the Water/Sewer Utility. Internal service funds are an accounting device used to accumulate and allocate costs internally among the City’s various Page 30 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report functions. The City uses internal service funds to account for its equipment maintenance and replacement, central stores and medical/dental insurance activities. As the central stores, medical/dental insurance and certain equipment maintenance and replacement services predominately benefit governmental rather than business-type functions, they have been included with governmental activities in the government-wide financial statements. Data from the other two internal service funds (equipment maintenance and equipment replacement of utility equipment) are combined into a single, aggregated presentation in the basic proprietary fund financial statement. Proprietary funds report financial information using the same measurement focus and basis of accounting as that used for creation of the government-wide financial statements. Readers, however, can find more detail reported in the enterprise fund financial statements. Data from the other two internal service funds (equipment maintenance and equipment replacement of utility equipment) are combined into a single, aggregated presentation in the basic proprietary fund financial statements. The proprietary fund basic statements are presented following the governmental fund statements of this report. Permanent Funds Permanent funds are used to collect principal and disburse earnings for a specific purpose. The principal value is preserved and protected from spending to generate interest earnings. In turn, interest earnings are usable as a source of income for a specified purpose. Fiduciary Funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the government. Fiduciary funds are not reflected in the government-wide financial statements because the resources of those funds are not available to support the City of Pasco’s programs. Custodial Funds. A custodial fund is a type of fiduciary fund. The purpose of a custodial fund is to report resources held by the City for the ultimate benefit of others, but not based on a pension, other post-employment benefit, investment nor private purpose relationship. The activity of the custodial funds does not reflect City activity nor is the City administratively involved. Instead, the City provides accounting support of the activity for the benefit of the controlling entity. Notes to the Financial Statements The notes provide additional information that is essential to acquire a full understanding of the data provided in the government-wide and fund financial statements. The notes are presented following the basic financial statements of this report. Other Information In addition to the basic financial statements and accompanying notes, this report also presents the required supplementary information (RSI) concerning the City’s progress in funding it obligation to provide pension benefits and Other Post-Employment Benefits (OPEB) to its employees. Pension obligations discussed in RSI include the City’s ratable share of State PERS and LEOFF plans, as well as those statutory obligations arising from past service of participating police and Page 31 City of Pasco, Washington 2023 Annual Comprehensive Financial Report firefighters who were hired by the City prior to October 1, 1977. Required supplementary information can be found immediately following the notes to the financial statements of this report. Government-wide Overall Financial Analysis Net Position. This section provides analysis of the government-wide financial statements including long-term and short-term information about the City’s overall financial condition. The following tables address the financial results of the City as a whole. Net position over time may serve as a useful indicator of a government’s financial health. The City’s assets and deferred outflows of resources exceeded its liabilities and deferred inflows of resources by $696.2M as of December 31, 2023. This is an increase of $60.4M or 9%, as compared to December 31, 2022. Government net position increased by $41.6M, or 11%. Business-type net position increased by 18.8M or 8%. Following is a condensed version of the City’s statement of net position for the years ended December 31, 2023 and 2022, respectively. The City’s investment in capital assets, including land, buildings, infrastructure, and equipment, is substantial. A subset of net position, net investment in capital, is reflected distinctly. This calculation recognizes the cost of capital assets, less any outstanding related debt used to purchase or improve those assets, net any unspent bond proceeds. As capital assets are used to provide services, their value lies in support of service delivery to citizens and customers. The associated net position is unavailable for future spending. Annual debt service payments related to debt is paid by annual revenues of the supporting fund. A second subset of net position is restricted for specific use or subject to external restrictions. Examples include net position available for use based on adherence to bond covenants, for construction completion or fulfilling commitments to employees in the form of pensions and other post-employment benefits, and program specific support. The value of these restrictions on net position total $79.2M, or 11%, of all net position. City of Pasco Net Position 2023 2022 2023 2022 2023 2022 NonCapital Assets 150,857,621 154,725,340 109,655,675 82,489,063 260,513,296 237,214,403 Capital assets(net) 360,571,270 304,695,444 321,571,293 264,404,497 682,142,563 569,099,941 Total assets 511,428,891 459,420,784 431,226,968 346,893,560 942,655,859 806,314,344 Deferred outflows of resources 13,368,329 11,450,156 1,254,291 1,283,105 14,622,620 12,733,261 Total assets and deferred outflows of resources 524,797,220 470,870,940 432,481,259 348,176,665 957,278,479 819,047,605 Current Liabilities 23,538,113 13,684,866 19,419,018 13,237,141 42,957,131 26,922,007 Long-term liabilities 54,826,164 40,895,899 144,545,339 84,590,938 199,371,503 125,486,837 Total liabilities 78,364,277 54,580,765 163,964,357 97,828,079 242,328,634 152,408,844 Deferred inflows of resources 14,910,138 26,295,978 3,771,262 4,369,665 18,681,400 30,665,643 Total Liability and deferred inflows of resources 93,274,415 80,876,743 167,735,619 102,197,744 261,010,034 183,074,487 NET POSITION Net investment in capital assets $ 316,190,716 $ 275,101,782 $ 195,379,340 $ 178,195,662 $ 511,570,056 $ 453,297,444 Restricted 58,763,733 49,635,184 20,433,411 24,280,851 79,197,144 73,916,035 Unrestricted 56,568,356 65,174,173 48,933,590 43,502,408 105,501,946 108,676,581 Total net position $ 431,522,805 $ 389,911,139 $ 264,746,341 $ 245,978,921 $ 696,269,146 $ 635,890,060 Total Business-type Activities Governmental Activities Page 32 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The remaining net position of $105.5M is unrestricted. It may be used to meet the government’s ongoing obligations to citizens and creditors. While not legally restricted, a portion of the unrestricted net position has been committed by City Council action for projects and other programs in the future. At the end of 2023, the government-wide net position was positive for all reported categories, governmental and business-type. Governmental Activities: Governmental activities net position increased by $41.6M, or 11%. Key elements of the current year’s increase in net position as compared to year end 2022 net position follow. Revenues: Program revenues increased by approximately $23.2M, or 40.9%. Program revenues are composed of charges for services and grants and contributions to be used for operational or capital efforts. Charges for services are recognized on a year-to-year basis and often associated with recurring programs and services provided by the City. Some examples include fees for items like permitting and planning services, engineering services, animal control service, parks and recreation programs and police and fire services to other government agencies. Overall, charges for service revenue decreased by 2% as compared to prior year. General Government related charges for services decreased mainly due to a decrease of $0.9M in overhead and administrative charges billed to all funds except for General Fund. These charges are for services provided by General Fund departments such as Finance, Human Resources, Information Technology, Facility maintenance among others. In recent years, there has been a shift in the beneficiaries of these services to departments within General Fund as opposed to other funds, resulting in the decrease. Public Safety revenues decreased related to ambulance transport net revenues largely due to timing of funds received from the Ground Emergency Medical Transportation (GEMT) program. 2021 and 2022 experienced significant inflows of GEMT funds due to true-up payments from prior years. 2023 revenue is a true reflection of actual activity during the reporting period. Transportation impact fees, assessed solely in a section of town, decreased in 2023 as compared to 2022, a reflection of slowed residential development. Revenues related to the natural and economic function increased slightly despite the economic effect of elevated cost of borrowing. Cultural and community related charges for services increased by approximately $1M. Nearly half the increase was the result of park development fee collection. Remaining improvements in revenues were scattered across a multitude of recreation type fees. Activity in program revenues tied to grants and contributions increased over 2022. For operation grants and contributions, the City benefitted from a SAFER grant supporting the addition of 15 firefighters. The associated 2023 revenue increase over last year was $1.3M. American Rescue Plan Act (ARPA) revenue of approximately an additional $3.8M was recorded in 2023 in the category of natural and economic environment. Capital contributions increased significantly over 2022, by an additional $24M in 2023. This activity is the result capital infrastructure constructed by developers and dedicated to the City upon completion. Upon this dedication, the City assumes all future maintenance and improvements associated with the asset. Page 33 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Tax revenues are the largest source of revenue within governmental activities. As compared to general revenues received in 2023, tax revenues accounted for 69%. Tax revenue was nearly twice as large as charges for services revenues in 2023. Compared to 2022, tax revenue was only a small amount greater, an increase of $143K. However, it is important to no te that sales tax revenues for 2022 were significantly increased, approximately 27% higher than 2021 revenues. A major influence on the elevated revenue in 2021 was a large-scale construction project. The sales tax revenue of 2022 also reflected an above average bump in automobile and recreational vehicle revenues. Sales tax revenue for 2023 was lower than 2022 revenues by approximately 3%, or $887K. When reviewing 2023 activity, the categories of construction, automobile and recreational vehicle tax reduced from 2022 levels. As noted above a large-scale construction project significantly impacted 2022 receipts, contributing approximately $2.5M in tax revenues. Construction sales tax revenue for 2023 bettered 2022 revenues when the large-scale construction project’s tax is excluded by approximately $550K. Property tax, an important revenue as it not easily impacted by the economy, was $695K higher than 2022. This increased revenue was the result of new construction assessed value added to the City’s tax rolls during 2022. Washington state legislation allows for an annual one percent (1%) increase in levy amount. The City Council declined this increase for 2023 collections, instead banking the value for future assessment when, or if, determined prudent. Business and occupation taxes, otherwise known as utility taxes, increased $624K over 2022 totals, or 5%. The City receives utility taxes from providers of electric, natural gas, cable television, telephone, water and wastewater, ambulance and stormwater service providers. Revenues can be affected by growth in customer accounts, fluctuation in annual billed consumption and rate changes from year to year. In 2023, all categories of utility tax increased over 2022 revenues with the exclusion of cable television and electric service. Electric utility tax revenue accounts for nearly half of all utility taxes received on a given year. Compared to biennial budget value, 53.6% of budget was received in 2023. The City’s real estate excise tax revenues of 2023 declined by $370K, a 12% reduction from the prior year. Real estate excise tax is a product of residential and commercial property sales. As the cost of borrowing, and specifically interest rates associated with real property acquisition has increased with inflation, sales slowed as compared to prior years. Residential permit values were lower in 2023 as compared with 2022, by 12%. When comparing issuance of single-family dwelling units (SFDU) by quarter, a trend emerges. Through the first half of 2023, permitting related to SFDU were underperforming 2022 by 37%. However, quarter three of 2023 was three percent (3%) increased over the same time period of the prior year. The final quarter of 2023 reflecting an improvement over 2022 count by 122%. While a negative variable where development was concerned, interest rate escalation afforded the City the opportunity to earn increased interest revenue as compared to 2022. Interest income in 2023 was approximately $846K greater, or a 23% increase. Page 34 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report In 2023, revenues related to subscription-based technology agreements (SBITA) were recognized for the first year as directed by an accounting pronouncement of the governmental accounting standards board, No. 96. The associated general revenue reflected on the Statement of Activities was $2.2M in 2023. Expenses: In 2023, as part of the 2023/2024 biennial budget, the City significantly increased staffing. Nearly every operational fund added permanent staff positions. While growing pressure on City services was the theme of these additions, demands related to this growth were created by various catalysts. Below is an outline of the significant changes. xAnimal control services, and an associated shelter facility, are provided to the Tri-Cities region by way of the Tri-Cities Animal Control Authority (TCACA). This authority is the product of an interlocal agreement between the Cities of Kennewick, Richland and Pasco. Historically, services were provided based on an agreement with a third-party contractor. During 2022, following concerns related to adequacy of services provided, the City assumed operational control of the TCACA. When preparing the 2023/2024 biennial budget and reflective of this permanent change, 20 positions were added to staff the Authority. The associated increase in cost, $2.4M, is in the natural and economic category of expenses. The City successfully pursued a Staffing for Adequate Fire and Emergency Response (SAFER) grant from FEMA. Based on this grant, 15 firefighter/paramedic positions were added to the fire department. The new staffing is spread between the general fund, supporting fire suppression and prevention and the ambulance fund. Also reflected in public safety expenses is the addition of 14 police department positions. The positions were added in response to a comprehensive police services strategic plan. Additionally, beginning in 2023, the City served as a satellite site for the State of Washington Basic Law Enforcement Academy (BLEA). 2023 was the inaugural year for regional academy sites. As a result of this agreement, the City received revenue to offset associated labor expenses for academy instruction and operations. Municipal Court staffing grew by two positions. One of these positions, a Community Resource Coordinator, was funded by a Community Safety Unit Justice Assistance Grant. Overall, public safety labor costs increased by approximately $5.5M. A Parks and Facilities Comprehensive Plan was completed, outlining needed changes including the addition of staff. In 2023 – 2024 biennium, 9 staff were added to this end. Routinely, the City analyzes utility revenue requirements. As part of the most recent analysis for water and sewer utility services, employee additions were programmed. Reflective of the plan and growing demand for City services, the Water/Sewer Utility Fund added 14 staff positions. The resulting increase in labor expenses in 2023 was $1.2M. Community and economic development, added four positions to keep pace with inspections, permitting, and planning service needs. Increasing natural and economic expenses by approximately $655K over 2022 expenses. Other administrative service functions within City departments included the establishment of an additional 12 positions. These positions added approximately $2.6M additional expenses as reflected in General Government function category. x x x x x Page 35 City of Pasco, Washington 2023 Annual Comprehensive Financial Report GOVERNMENTAL ACTIVITIES – REVENUES BY SOURCE City of Pasco Changes in Net Position 2023 2022 2023 2022 2023 2022 REVENUES Program revenues: Charges for Services $ 34,503,562 $ 34,402,718 $ 39,629,165 $ 35,317,562 $ 74,132,727 $ 69,720,280 Operating Grants and Contributions 9,956,429 4,379,260 119,676 100,000 10,076,105 4,479,260 Capital Grants and Contributions 42,565,683 18,066,589 10,646,929 7,041,929 53,212,612 25,108,518 General revenues: Property Taxes 12,757,331 11,856,936 - - 12,757,331 11,856,936 Other taxes 43,727,220 43,835,973 - - 43,727,220 43,835,973 Intergovernmental 3,926,008 3,540,932 - 119,274 3,926,008 3,660,206 Investment income and miscellaneous 6,223,696 3,644,794 1,153,052 358,236 7,376,748 4,003,030 Total revenues 153,659,929 119,727,202 51,548,822 42,937,001 205,208,751 162,664,203 EXPENSES Governmental activities: General Government 19,101,507 35,367,549 - - 19,101,507 35,367,549 Public Safety 44,300,631 15,845,139 - - 44,300,631 15,845,139 Cultural & Recreation 9,342,736 8,217,043 - - 9,342,736 8,217,043 Natural & Economic 13,321,390 11,907,078 - - 13,321,390 11,907,078 Transportation 18,968,469 22,609,115 - - 18,968,469 22,609,115 Interest on long term debt 1,736,837 1,482,863 - - 1,736,837 1,482,863 Business-type activities: Water - - 14,189,657 11,841,780 14,189,657 11,841,780 Irrigation - - 2,747,433 2,077,463 2,747,433 2,077,463 Sewer - - 11,316,827 10,429,323 11,316,827 10,429,323 PW Reuse Facility - - 5,008,160 5,027,225 5,008,160 5,027,225 Storm Water - - 2,602,995 2,216,329 2,602,995 2,216,329 Total expenses 106,771,570 95,428,786 35,865,072 31,592,120 142,636,642 127,020,906 Change in net position before special items and transfers 46,888,359 24,298,416 15,683,750 11,344,881 62,572,109 35,643,297 Special Item Sale of asset (46,070) 105,943 92,565 74,059 46,495 180,002 Prior Period Adjustment 2,835,108 117,681 (494,108) (11,998) 2,341,000 105,683 Transfers (5,915,111) (2,250,741) 5,915,111 2,250,741 - (0) Change in net position 43,762,286 22,271,299 21,197,318 13,657,683 64,959,604 35,928,982 Total net position - beginning 389,911,139 365,557,460 245,978,921 232,007,914 635,890,060 597,565,374 Total net position - ending $ 433,673,425 $ 387,828,759 $ 267,176,239 $ 245,665,597 $ 700,849,664 $ 633,494,356 Total Business-type Activities Governmental Activities Page 36 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report GOVERNMENTAL ACTIVITIES – EXPENSES AND PROGRAM REVENE Business-Type Activities: Business-type activities of 2023 contributed to the City’s net position by $18.7M, or an increase of 8%. Of the government-wide increase in net position in 2023, business-type activities growth accounted for 31% of the net position increase. Key elements of the current year increase in net position and changes as compared to the prior year follow. Charges for services contribute most significantly to business-type revenues. In 2023, charges for services revenues increased by approximately, $4.3M, or 12%. Only one category of services, irrigation, recorded lower revenue. In 2022, irrigation utility recorded water rights fees of $112K. No water rights fees were collected in 2023 which accounted for the decrease. The City routinely performs revenue requirement analysis. At times, these studies indicate needed rate amendments. Based on a 2021 review, a series of annual rate increases were approved. The first increase occurred in 2022. Following the approved changes, in 2023, rate increases became effective in water (6.5%) and sewer (4%). The series of approved rate increases are planned through 2026. Also increasing charges for services revenue was an increase to billings for contractual work completed to benefit the Process Water Reuse Facility customers. Page 37 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Operating expenses increased by eight percent. This increase, 21% greater than 2022 labor expenses, was primarily the result of staffing additions outlined above. Expenses associated with supplies and services also increased by approximately seven percent over 2022. Cost for chemicals purchased in 2023 increased by $240K over 2022. For service expenses, tax expenses and vehicle related costs were notable increases for 2023. Transfers between the business-type and governmental activities were elevated over 2022. This increase is associated with support provided by other City funds for capital project efforts undertaken in 2023. Similar to governmental activities, interest income earnings in 2023 for business-type activities improved as compared to 2022. The added revenue for 2023 was an increase of nearly $612K. Page 38 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report UTILITY ACTIVITIES – EXPENSES AND PROGRAM REVENUES COMPARISON Financial Analysis of the City’s Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance related legal requirements. The focus of the City’s governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Major Governmental Funds. The General Fund is the chief operating fund of the City of Pasco. The services provided by the General Fund are those that citizens may typically view as government services. They include police and fire protection, parks and recreation programs, issuance of building permits and community wide code enforcement, municipal court operations, and the functions of the Council and administrative services of City government. Activity of 2023 resulted in a fund balance increase of $175,126 which significantly less from 2022. In comparison, 2022 General Fund activities resulted in a $6.37 million increase. Revenues in 2023 increased by 1.92%, or $1.35M. Conversely, expenditures for 2023 increased by approximately $14 million, or 22.21% over 2022 totals. In addition to revenues and expenditures, the General Fund receives transfers from other funds, while also transferring money to other funds. The net impact of these interfund transfers was $11.49M, an increase from 2022 activity by 229%. Page 39 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The transfers out in 2023 were primarily a result of capital project funding. In 2023, the City issued bonds, receiving proceeds of $12.3 million reported as other financing sources. Taxes are the primary source of revenue for the General Fund, supplying 72.3% of all fund revenue in 2023. Property taxes increased by $695K primarily due to new residential and commercial construction. The City is legally entitled to increase its levy annually by one percent. However, in 2022, City Council declined to increase the levy for tax collections of 2023. Instead, this capacity was banked for recapture in a future year. Sales tax revenue remained strong in 2023 but resulted in less revenue as compared to 2022. The primary cause of decreased receipts of $1.12 million was the conclusion of a large-scale construction project. In 2022, the construction sales tax for this project accounted for half of all construction sales tax revenue of the year. Exclusive the effect of the large construction project sales tax, retail sales tax improved by three percent as compared to 2022. Utility tax in 2023 was 5.1% greater, approximately an additional $630K, over the revenue of 2022. The City receives other tax revenues, most notably gambling taxes. Other tax revenue increased by 6%, or $80K, in 2023. Other categories of General Fund revenue activity for 2023 reflected reductions in charges for services ($-586K) and fines and penalties ($-90K) and increases in licenses and permits ($228K), intergovernmental ($613K), and miscellaneous ($1M). The increase in miscellaneous revenue was significantly impacted be improved interest rate earnings for excess cash in a local government investment pool. General fund operating expenses increased by $11.1 million, or 19.3%. The cost increase in dollars spent was reflected in public safety category ($4.31M), general government ($4.90M), culture and community ($1.05M), natural and economic environment ($0.64M) and transportation ($0.2M). Approximately, fifteen percent (15%) of this increase was the product of addition of staffing in various City departments, including police, fire, parks and recreation and community development. The increased expenditures are expressed in all functional expenses, except natural & economic environment. Inflation impacted City expenditures across functions both in the cost of supplies and services. Notable areas of impact for supplies purchases include the cost of non-capital tools, equipment, and technology. Services related to general government software maintenance cost increased by $719K. Natural and economic expenses increased approximately $1 million due to an increase in the cost of animal control services. Public safety services cost increased nearly $1 million, approximately half this escalation was associated with vehicle leases and City participation in the Criminal Justice Training Center program. The City amended insurance coverage resulting in premium increases to all functions. The impact on net position was $670K greater than in 2022. Capital spending increased in 2023 with the purchase of technology infrastructure. Budgetary demands on the General fund as the primary operational fund for City services are many. As such, the fund is monitored closely to analyze actual demands as compared to budgetary approvals by Council. As described in Note 1 in the Notes to the Financial Statements, this fund is budgeted in accordance with Washington State law, as well as City policy to assure budgetary amendments are appropriately administered. A schedule of Revenues, Expenditures and Changes in Net Position “Budget to Actual” comparison is provided within the Annual Comprehensive Financial Report, to present comparisons between actual revenues and expenditures and the Page 40 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report original and amended budgets. Following are major amendments to the General fund’s biennial budget during 2023: x x To appropriate for an increase in investment income in the amount of $700,000 To appropriate unbudgeted and unanticipated revenue and associated expenditures: o Grant for municipal court community program, $260,950. o Grant for improvements at Pasco Specialty Kitchen, a commercial kitchen business incubator operated by the City, $500,000. o Bond proceeds to support improvements for general government facilities including the municipal pool facility and animal control annex, $3.7 million. To appropriate additional expenditures for potential need for subsidies to support special revenue funds, including: o Stadium ($645K) to provide debt service support, o Community Development Block Grant ($250K), o Senior Center ($218K) as revenues do not support expenditures, o Marina Funds ($175K) for capital improvement work To appropriate for programs new to City operational control, including: o Pasco Specialty Kitchen ($354K) o Pasco Farmers’ Market ($248K) o Downtown community events ($63) To appropriate for anticipated operational budgetary needs, including; o Vehicle leases, $1.5M o Seasonal staffing for facilities maintenance, $572K o Animal Control Facility participation cost, $230K o Completion of software conversion in 2023. Originally, estimated to be completed with cost recognized in 2022. x x x At the conclusion of 2023, General fund revenues (excluding beginning fund balance) were 48.7% of the amended biennial budget for 2023/2024. Actual expenditures in the General fund for the biennium (excluding ending fund balance) were 43.9% of amended biennial budget. The 2023/2024 budget planned for issuance of a bond for improvements in the Broadmoor Area of town related to transportation infrastructure improvements in the amount of $30M. This debt issuance, and the associated capital improvements, did not occur in 2023. Revenues have been influenced in various categories by the cost of borrowing. The largest budget- actual variance is in tax revenues, at $797K below mid-biennium budget comparison. Construction sales tax is slightly behind expectation as compared to large scale projects anticipated to occur most likely influenced by cost of borrowing in 2023 and higher interest rates. Like pressures on construction and resulting delay in construction sales tax, building permits are behind mid- biennium expectations by approximately half a million dollars. Intergovernmental revenues are slightly delayed, represented by a variance of $185K. This shortfall is primarily related to lower state shared revenue that is a product of real estate excise tax. Plan check fees, recorded in charges for services, is under mid-biennium expectation by $570K. Page 41 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Where revenues are not associated with construction, actual revenue recognition exceeds mid biennium budgetary expectations. Charges for services, excluding plan check fees, reflects revenue ahead of expectation by $776K. Miscellaneous revenues are exceeding mid-biennium budget by $1.2 million, primarily related to investment income and reimbursement for expenditures incurred in administration of a basic law enforcement academy. A component of biennial budgeting is the extended budget time frame. Considering this broad time frame, yearend spending may outpace half the biennium. Where current expenditures are concerned, the functions of cultural and community activities and natural and economic environment are exceeding a mathematical calculation of half the biennium. Natural and Economic Environment function is outpacing mid-biennium expectation by $1.05M, or 62.4% of total amended budget as compared to the full biennium. The overage is reflected in one category of spending, organizational services and related to animal control shelter cost of construction that is passed through to the City. Culture and Community Activities is very slightly over mid-biennium budget by $125K, or 50.9%. Interest expense is higher the first year of the biennium, by $187K. In the second year of the biennium, interest is reduced based on the prior year’s retirement of principal. Principal payments are under budget, only reaching 30% of the biennial budget. This underspending is related to delay of bond issuance for transportation improvements planned in the biennium. Related to this delay transfers out of the General fund are delayed as well, only accounting for 24.6% of budget. The largest budget-actual dollar variance in expenditures of $2.19M as public safety capital item. As reflected in the ACFR, expenditures for public safety function was 52.9% of biennial budget total. This overage is related to recognition of leases in accordance with GASB 87, that were not budgeted. American Rescue Plan Act Fund (ARPA) accounts for activity related to federal funds received as part of the Coronavirus State and Local Fiscal Recovery Funds. At the end of 2022, the fund balance was $113K, a reflection of interest earnings on the grant proceeds. Unearned revenue totaled $11.8 million. Activity during 2023 reduced the unearned revenue to $5.4M, using $6.4 million. Funds were used toward eligible projects and programs, including water utility system capital improvements ($5.9M), improvements at the Pasco Specialty Kitchen ($265K), resource navigator program spending to support emergency services ($150K), and efforts for other programs of smaller nature plus program administration ($85K). Included in the $85K, are start- up costs for a project taking place in 2024 that is anticipated to complete ARPA spend down. This project undertakes remodel of a community center located in a historical section of town. The facility serves as a location for an early childhood educational program as well as youth enrichment provided by the local YMCA organization. Improvements are anticipated to combine use of $2M in ARPA funds with federal and state grants of nearly $4M. The Construction Fund accounts for all City capital improvements except those completed and funded for proprietary activities. A prior period adjustment in the amount of $451K was completed reducing the beginning fund balance. This prior period adjustment was necessary to correct project Page 42 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report coding for work on the Lewis Street Overpass project. Expenses in 2022 were erroneously charged to the Water/Sewer Utility Fund. A deficit fund balance of $1.9M is attributable to the Construction Fund, the result of project spending that outpaced funding in the current period. Available support is being identified based on reallocation during capital improvement plan analysis and pending grant applications. Intergovernmental revenues from both City funds and external grants and loans are the primary source of project funding. In 2023, the fund recorded $13.8M from state and federal sources, approximately $2.7M more than recorded in 2022. The other major funding source interfund transfers was $22.7M. Approximately, twice as great as 2022 totals. Funds are received primarily as a reimbursement for project spending. In 2023, expenditures of $38.1 million for 28 projects were recorded in the construction fund. Following are some of the major projects accounted for in the Construction fund in 2023: xContinued work on the Lewis Street Overpass Project in the amount of $10.5M. A long- time priority of Councils, community members, and the business community this project in the heart of downtown Pasco will replace an underpass constructed in 1937 to bypass the BNSF railyard. Replacement of the structure will enhance connectivity through downtown Pasco it serves as a connector to a primary east-west corridor. Completion of Fire Station 85. Construction for this fire station and accompanying site improvements started in 2022. 2023 expenditures were $7.75M. This project adds a fire station in the expanding, northwest section of town to support emergency medical response. Various transportation improvement projects thorough the City with expenditures of $14.8M. Most notably. x x o o o Signal improvements city-wide of $4.5M. Overlay improvements on Court Street, a major east-west corridor, of $3.2M. A collaborative effort between the City, Port of Pasco and Columbia Basin College resulted in widening of Argent Road. Improvement includes expansion to four lanes, new curbing and gutter system with stormwater collection capacity, irrigation and illumination. This roadway serves as a gateway to the City as it is located adjacent to the Tri-Cities Airport. Expenditures in 2023 were $2.3 million. Design and construction efforts to improve and create infrastructure in the Broadmoor Area of the City at a cost of $2.7M, including improvements to the I- 182 and Broadmoor Interchange by the installation of a new loop off-ramp and supporting roundabout. The project is identified as one of many to be ultimately funded by creation of a Tax Increment Financing Area in 2022. o xSupportive of community recreational opportunities capital expenditures in 2023 include improvements at Gesa Stadium ($1.2M), creation of the A Street Sports Complex ($1.6M) and improvements at Schlagel Park Boating Facilities ($1.4M). Proprietary Funds. Reporting of activity in the City of Pasco enterprise funds mirrors the information found in the government-wide financial statements for business-type activities. The activity of the Water/Sewer Utility (Utility), a major fund, is separately stated from that of the internal service funds when reported at the fund level. Page 43 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report While the net position of the Utility Fund increased from 2022 to 2023, unrestricted net position of the Utility fund at the end of 2023 was significantly lower than the prior year end, equaling $14.5M. This amount is a decrease of $19.4M. To help assess the impact of changing financial numbers, often the value of working capital ratio is compared. Working capital reflects the value of current assets minus current liabilities. It is a measure of liquidity for the utility to meet its short- term obligations. At the end of 2023, the Utility is well positioned as it has current assets of $96.8M available to meet its current liability obligations of $21.5M, resulting in working capital of $75.3M, or a ratio of current assets 4.50 times greater than current liabilities. At the end of 2022, the working capital ratio calculation equaled 4.05. This change is primarily the result of activity related to capital improvements in the form of receivable loan reimbursements for spending that occurred in 2023 and cash account balances set aside for planned capital improvements. The Utility Fund benefits from the use of low interest loans as they are a lower cost option than revenue bond debt. Also occurring in 2023 was the issuance of a revenue bond to support efforts to keep pace with needed capital renewal and replacement, as well as complete projects that allow for system expansion. The increase in current assets is partially the result of connection type fees collected with the addition of new service extensions. These fees are charged to new utility system service connections and reflect a buy-in to the investment made in the utility infrastructure over the years. They are available for use for capital infrastructure improvements only. The debt service coverage ration decreased from 3.43 in 2022 to 1.88 in 2023 mainly due to a $3.7M increase in debt service payments. Current liabilities increased by $5.3M as compared to year-end 2022. Primarily, this increase is associated with outstanding accounts payable. Reflective of the City’s work on capital improvements, outstanding payments related to construction projects were outstanding at year end 2023. With the assumption of new debt in the form of low-interest loans and bonds, new debt service payable in 2023 is reflected in the balance of current liabilities at 2023 yearend, increasing over 2022 by approximately $1M. The Utility Fund operating revenue of $39.6M reflects an increase of 12 percent over 2022 revenues. This increase was the result of programmed rate increases in some of the utilities and growth in customer base across all utility systems. Operating expenses totaled $31.6M. This value represents an 8% increase over 2022. Water and sewer utility rates were evaluated in 2021. As part of that effort, there are pre-planned rate changes over the years of 2023 – 2026. Water rates increase by 6.5% in 2023 and 2024. Then, for the 2025-2026 biennium anticipated rate increases of 5% annually is approved. For the sewer utility, rates are planned to increase 4% per annum from 2024 through 2026. Operating net income for 2023 increased when compared to 2022 net results. While the utility fund recognized increases in operating expenses by 8%, operational revenues improved by 12%. Depreciation expense was level between the two years. The remaining operating expenses increases by percentage change over 2022 were in labor expenses (21%), supplies (7%) and services (7%). Increase in labor expense was higher as a result of staffing additions as well as a labor rate increase. Supplies expense was increased based on cost of chemicals. The increase in services was influenced by inflationary pressure on vehicle purchases. Page 44 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Non-Operating activity reduced net position by an amount of $1.2M. The primary affect is the payment of debt service in the form of interest expense on outstanding loans and bonds. The utility recognized interest income and minor revenue activity, like rent revenues and sales of assets. For 2023, a higher rate of return on short term investments benefitted the utility by increasing interest income by $760K over last year’s interest earnings. Capital contributions to the fund for year 2023 amounted to $8.2M. These contributions are tied to service area growth and, as such, must be spent toward capital improvements that enhance utility capacity for service. In addition to revenues received and dedicated to capital expansion, the need for infrastructure renewal and replacement and improvements to increase a growing population require that City staff seek low-interest and grant funding opportunities where possible. Acquisition of funding sources with reduced borrowing cost benefit rate payers. In 2023, the Water/Sewer Utility Fund received loan proceeds of nearly $33M to support capital projects from low-interest state or federal funding programs. While rate revenue is necessary to pay associated debt service, lower interest expense lessens the rate impact. In 2023, expenditures of $58.2 million were recorded against 29 projects in the Water/Sewer Utility Fund. To manage many large-scale capital projects, the Water/Sewer Utility Fund has programed a phased approach around numerous important projects. Following are some of the major projects accounted for in 2023. xPWRF Pretreatment Improvements (Phase 2) Winter Storage recorded construction expenditures of $9.3M. This project will construct three lined ponds to provide an additional 330 million gallons of winter storage capacity for process wastewater from existing and known future industrial food processors. The Reservoir Storage Tank - Zone 3, started in a previous year, added construction expenses of $8.8M. This project includes design and construction of a new 3.5- million-gallon water storage tank in Pressure Zone 3. The project creates an elevated skirted tank and extension of an existing 24-inch waterline to the tank site. Expansion of sewer service in a portion of the City’s urban growth area began in 2022 with the formation of a local improvement district (LID). In 2023, additional construction expenditures of $7.7M were completed. Included in the project is the construction of a new sanitary sewer lift station, force main and trunk mains. A bond anticipation note was issued in 2024. The bond anticipation note will mature on September 1, 2025 and be replaced by the issuance of bonds. Upon completion of improvements and confirmation of the final assessment roll for LID 152, a repayment plan will be established and assigned to properties benefiting from the improvements. Started in a prior period, the Wastewater Treatment Plant (WWTP) Improvements (Phase 2) project continued in 2023 with expenditures of $5.2M. This project was recommended by the WWTP Facility Plan. This phase focuses on solids treatment and water disinfection, as well as completion of outfall replacement. Efforts on West Pasco Water Treatment Plant Expansion (Phase 2) project recognized expenditures of $5.2M in 2023. This project will provide the necessary improvements to increase treatment capacity at the West Pasco Water Treatment x x x x Page 45 City of Pasco, Washington 2023 Annual Comprehensive Financial Report Plant (WPWTP) to 12 million gallons per day. To achieve firm capacity at 12MGD, three phases of projects are needed. Capital Asset and Debt Administration Financial activity for capital assets is recorded in the Construction Fund for governmental activities. Business-type capital expenditures are reflected in the Water/Sewer Utility Fund or internal service funds. Overall, the value of capital assets for governmental activities increased by $55.9M due to increases in construction work in progress and infrastructure. Similarly, the value of capital assets for business type activities increased by $57.2M mainly due to increase in construction work in progress. As reflected in the increase in debt and increase in grant revenue, there are multiple capital projects in progress during 2023. Below is a summary of capital asset values at the close of 2023 as compared to last year’s end. Highlights of significant capital projects undertaken in 2023, and their associated spending, are included in the Construction Fund and Proprietary Funds sections of this analysis. Additional information on the City of Pasco’s capital assets can be found in Note 5. Long-term Debt. At the end of 2023, the City of Pasco had total outstanding debt of $190.1M. Of this amount, $34.6M is debt backed by the full faith and credit of the government. The business- type debt total of $147.5M is composed of $69.8M of bonds secured primarily by specified revenue resources (e.g., revenue bonds). The remaining business-type debt, $73.9M is composed of low interest loans, namely from State of Washington sponsored programs including the Public Works Board Loan, the Department of Health, and the Department of Ecology. The business-type activities also have an outstanding Hanford Area Economic Investment Fund (HAEIF) loan for improvements at the reuse facility. Additional information on the City of Pasco’s long-term liabilities can be found in Note 8. City of Pasco Comparative Statement of Capital Assets 2023 2022 2023 2022 2023 2022 Lease asset $ 3,035,991 $ 1,953,270 $ - $ - 3,035,991 1,953,270 Subscription Based IT 1,421,227 - 1,421,227 - Machinery and equipment 11,506,484 9,659,463 10,091,322 9,402,127 21,597,806 19,061,590 Land 26,505,124 25,789,159 4,875,403 4,596,533 31,380,527 30,385,692 Buildings and structures 49,658,482 49,040,165 59,731,339 61,689,009 109,389,821 110,729,174 Infrastructure 193,558,783 176,101,154 143,915,347 142,969,899 337,474,130 319,071,053 Other improvements 8,234,896 8,519,885 515,480 533,222 8,750,376 9,053,107 Construction work in progres 66,650,283 33,632,348 102,442,402 45,213,707 169,092,685 78,846,055 Capital assets, net 360,571,270 304,695,444 321,571,293 264,404,497 682,142,563 569,099,941 Total Business-type Activities Governmental Activities Page 46 City of Pasco, Washington 2023 Annual Comprehensive Financial Report Economic Factors and Next Year’s Budgets and Rates As previously mentioned, the City adopts a biennial budget. The close of the year ended December 31, 2023, includes activity mid-way through the biennial budget cycle. December 31, 2024 is the end of the biennium. As required by the Revised Code of Washington, the City performed a mid- biennium review including the identification and completion of Council approved amendments at the end of 2023. Preparatory goal setting and fund analysis is currently underway for completion of the 2025/2026 biennial budget. There are many factors that may affect the financial status of the City’s activities in the coming years, including: xContinued inflationary pressure tied to economic factors outside the City’s control are a concern. As experienced in 2023, inflation decreased the City’s purchasing power for both supplies and services. Also impactful was the effect of inflated interest rates making the cost of borrowing greater. Related uncertainty in the economy of the nation potentially slows economic development within the City. Regardless of this uncertainty, demand for housing and related City services, is expected to persist. Based on population demands, decisions made in the prior few years will precipitate growth. Significant to this expectation is the expansion of the City’s urban growth area and the establishment of a Tax Increment Financing Area. Infrastructure improvements within the Tax Increment Financing area are expected open a new, large section of town for development and service delivery for governmental and business-type activities. In addition to spending tied to expanding infrastructure needs to serve a growing citizenry, evaluation of necessary renewal and replacement of existing City infrastructure is crucial and will have a financial impact on the City. x x To assist in balancing community needs with budgetary demands, the City has created, or is in the process of completing various facilities, program and revenue assessments. x Annual renewal of the six-year Capital Improvement Plan (CIP) xVarious Master Plans, including, o Broadmoor Area, o Downtown, o Parks, Recreation and Open Space o Housing Action and Implementation Plan City of Pasco Comparative Statement of Bonds and Notes 2023 2022 2023 2022 2023 2022 Loans & Notes $ 3,211,000 $ 3,401,000 $ 69,861,274 $ 38,599,262 $ 73,072,274 $ 42,000,262 General Obligation Bonds 34,665,000 23,010,000 - 34,665,000 23,010,000 Revenue Bonds - 73,930,000 46,920,000 73,930,000 46,920,000 Premium 4,699,754 3,884,541 3,732,324 2,356,662 8,432,078 6,241,203 42,575,754 30,295,541 147,523,598 87,875,924 190,099,352 118,171,465 Total Business-type Activities Governmental Activities Page 47 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report o Preparation of Major Comprehensive Plan Update In 2023, the City initiated development of a General Fund Forecast Model. This plan evaluates a ten-year planning horizon. This analysis will result in calculation of baseline results for provision of existing City services and programs. Using the resulting data, long- range decision making will be better informed. In 2024, the City will begin creation of its periodic update to the Comprehensive Plan in accordance with the Washington State Growth Management Act. Review of revenue and fee requirements to support capital and operational needs. x x x A copy of City of Pasco’s most recent 2023/2024 Biennial Budget can be access on the City’s website at https://www.pasco-wa.gov/1104/2021-2022-Budget . Requests for Information This financial report is designed to provide a general overview of the City of Pasco’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Director, PO Box 293, Pasco, WA 99301. Page 48 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Component Unit Governmental Activities Business-type Activities Total Pasco Public Facility District ASSETS Current assets: Cash and cash equivalents 80,516,398 31,586,227 112,102,625 3,424,864 Restricted Cash: Program, grant, donation 6,166,825 -6,166,825 - Customer deposits 972,349 816,172 1,788,521 - Capital Development -16,628,070 16,628,070 - Permit and Plan Check 3,364,822 -3,364,822 - Unspent bond proceeds 5,679,223 24,647,393 30,326,616 - Debt Service 237,564 755,007 992,571 - Asset retirement reserve -10,832 10,832 - Investments 3,294,174 1,470,497 4,764,671 - Receivables: Taxes 6,759,989 -6,759,989 1,011,598 Customers (net of allowance)3,847,486 3,554,339 7,401,825 - Grants 2,734,915 359,189 3,094,104 - Due from other governments 1,410,218 -1,410,218 - Special assessment 33,221 Loans 462,146 23,457,145 23,919,291 - Leases 507,458 103,082 610,540 - Internal Balances 2,286,751 (2,286,751)-- Inventories -422,586 422,586 - Total current assets 118,273,539 101,523,788 219,797,327 4,436,462 Noncurrent assets: Restricted Cash: Cemetery Endowment 580,526 -580,526 - Debt covenants -1,932,966 1,932,966 - Receivable: Special assessment 623,636 2,279,899 2,903,535 - Leases 2,782,465 108,899 2,891,364 - Net Pension Asset 22,843,343 1,524,072 24,367,415 - Net OPEB Asset 4,164,327 -4,164,327 - Joint Ventures 1,589,786 -1,589,786 - Capital assets not being depreciated: Land 26,505,124 4,875,403 31,380,527 - Construction work in progress 66,650,283 102,442,402 169,092,685 - Capital assets net of accumulated depreciation: Right to use leases 3,035,991 -3,035,991 - Subscription based IT Arrangements 1,421,227 -1,421,227 Buildings and structures 49,658,482 59,731,339 109,389,821 - Other improvements 8,234,896 515,480 8,750,376 - Machinery and equipment 11,506,484 10,091,322 21,597,806 - Infrastructure 193,558,783 143,915,347 337,474,130 - Total noncurrent assets 393,155,353 327,417,129 720,572,482 - Total assets 511,428,892 428,940,917 940,369,809 4,436,462 DEFERRED OUTFLOWS OF RESOURCES Deferred Outflow - Pension Related 13,368,329 1,232,612 14,600,941 - Deferred Outflow - Debt Refunding -21,679 21,679 - Total deferred outflows of resources 13,368,329 1,254,291 14,622,620 - Total assets and deferred outflows of resources 524,797,221 430,195,208 954,992,429 4,436,462 Statement of Net Position December 31, 2023 Primary Government Continued on next page Page 49 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Component Unit Governmental Activities Business-type Activities Total Pasco Public Facility District LIABILITIES Current liabilities: Accounts payable 9,236,734 12,051,726 21,288,460 267,179 Leases 1,118,845 - 1,118,845 - SBITA 703,411 - 703,411 - Deposits payable from restricted assets 972,349 622,519 1,594,868 - Accrued interest payable from restricted assets - 406,702 406,702 - Compensated absences 3,042,998 379,860 3,422,858 - Notes and loans payable 190,000 2,846,641 3,036,641 - Bonds payable 1,470,203 2,752,754 4,222,957 - Net Pension Liability 458,017 142,936 600,953 - Total OPEB Liability 526,997 - 526,997 - Unearned revenue-advance grant 5,818,558 - 5,818,558 - Total current liabilities 23,538,113 19,203,138 42,741,251 267,179 Noncurrent liabilities: Net pension liability 1,390,832 515,294 1,906,126 - Bonds payable 37,894,551 74,909,570 112,804,121 - Notes & loans payable 3,021,000 67,014,633 70,035,633 - Compensated absences 954,397 24,139 978,536 - Total OPEB Liability 6,159,414 - 6,159,414 - Asset retirement obligation - 10,832 10,832 - SBITA 687,686 - 687,686 - Leases 4,628,222 - 4,628,222 - Total noncurrent liabilities 54,736,103 142,474,468 197,210,571 - Total liabilities 78,274,216 161,677,606 239,951,822 267,179 DEFERRED INFLOWS OF RESOURCES Deferred Inflow - Pension Related 9,278,457 1,093,802 10,372,259 - Deferred Inflow - leases 3,289,923 211,981 3,501,904 - Deferred Inflow - OPEB related 191,137 - 191,137 - Deferred Inflow - Debt Refunding - 35,580 35,580 - Total deferred inflows of resources 12,759,517 1,341,363 14,100,880 - Total liabilities and deferred inflows of resources 91,033,733 163,018,969 254,052,702 267,179 NET POSITION - Net investment in capital assets 316,190,716 195,379,338 511,570,054 - Restricted for:- Capital improvement 9,991,143 16,628,070 26,619,213 - Cemetery Endowment 580,526 - 580,526 - Culture and recreation 205,014 - 205,014 - Debt repayment/guarantee 452,422 2,687,973 3,140,395 - Economic development 1,413 - 1,413 - Litter and housing abatement 323,662 - 323,662 - OPEB 4,164,327 - 4,164,327 - Opioid and Overdose Response Plan 103,659 - 103,659 - Park development 3,757,829 - 3,757,829 - Pensions 22,843,343 1,524,072 24,367,415 - Permit and plan check fee 3,364,822 - 3,364,822 - Program, grant, donations 3,440,070 - 3,440,070 - State Law WAC 2,623,096 - 2,623,096 - Streets and boulevards 6,969,053 - 6,969,053 - Unrestricted 58,662,330 50,956,786 109,619,116 4,169,283 Total net position 433,673,425$ 267,176,239$ 700,849,664$ 4,169,283$ Statement of Net Position December 31, 2023 Primary Government The notes to financial statements are an integral part of this statement. Page 50 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Component Functions/Programs Expenses Charges for Services Operating Grants and Contributions Capital Grants and Contributions Governmental Activities Business-type Activities Total Pasco Public Facility District Primary government: Governmental activities: General Government 19,101,507$ 5,222,396$ 434,121$ -$ (13,444,990)$ - $ (13,444,990)$ - $ Public Safety 44,300,631 12,698,498 1,695,334 67,087 (29,839,712) - (29,839,712) - Transportation 18,968,469 4,066,018 - 42,110,031 27,207,580 - 27,207,580 - Natural & Economic 13,321,390 10,471,616 7,790,110 - 4,940,336 - 4,940,336 - Cultural & Community 9,342,736 2,045,034 36,864 388,565 (6,872,273) - (6,872,273) - Interest on long term debt 1,736,837 - - - (1,736,837) - (1,736,837) - Total governmental activities 106,771,570 34,503,562 9,956,429 42,565,683 (19,745,896) - (19,745,896) - Business-type activities: Water 14,189,657 14,807,765 - 2,688,715 - 3,306,823 3,306,823 - Irrigation 2,747,433 2,052,504 - 723,237 - 28,308 28,308 - Sewer 11,316,827 11,789,492 - 6,248,757 - 6,721,422 6,721,422 - PW Reuse Facility 5,008,160 8,445,856 - 238,533 - 3,676,229 3,676,229 - Storm Water 2,602,995 2,533,548 119,676 747,687 - 797,916 797,916 - Total business-type activities 35,865,072 39,629,165 119,676 10,646,929 - 14,530,698 14,530,698 - Total primary government 142,636,642$ 74,132,727$ 10,076,105$ 53,212,612$ (19,745,896)$ 14,530,698$ (5,215,198)$ -$ Component unit: Pasco Public Facility District 1,267,485 9,245 - - - - - (1,258,240) Total component unit 1,267,485 9,245 - - - - - (1,258,240) 12,757,331 - 12,757,331 - 26,191,887 - 26,191,887 5,657,236 12,964,511 - 12,964,511 - 4,570,822 - 4,570,822 - 6,223,696 1,153,052 7,376,748 - 3,926,008 - 3,926,008 - (46,070) 92,565 46,495 - (5,915,111) 5,915,111 - - 60,673,074 7,160,728 67,833,802 5,657,236 40,927,178 21,691,426 62,618,604 4,398,996 389,911,139 245,978,921 635,890,060 (229,713) 2,835,108 (494,108) 2,341,000 - 433,673,425$ 267,176,239$ 700,849,664$ 4,169,283$ Net (Expense) Revenue and Changes in Net Position City of Pasco Statement of Activities December 31, 2023 Program Revenues Primary Government General revenues: Property taxes Sales taxes B&O taxes Excise taxes Investment income and miscellaneous Intergovernmental Sale of asset Net position - ending The notes to financial statements are an integral part of this statement. Transfers Total general revenues and transfers Change in net position Net position - beginning Special Item - Prior Period Adjustment Page 51 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report General Fund ARPA Construction Total Nonmajor Funds Total Governmental Funds ASSETS Cash and cash equivalents 13,168,205$ 5,383,554$ 5,282,358$ 47,591,169$ 71,425,286$ Restricted Cash Program, grant, donation 3,405,332 - - 138,397 3,543,729 Customer deposits 435,614 - - 536,735 972,349 Unspent bond proceeds 5,099,103 - - 580,120 5,679,223 Permit and plan check 3,364,822 - - - 3,364,822 Debt service - - - 237,564 237,564 Cemetery endowment - - - 580,526 580,526 Investments 1,320,689 365,724 - 1,282,883 2,969,296 Receivables Taxes 6,115,060 - - 644,930 6,759,990 Customer (net of allowances)1,990,185 - - 1,857,301 3,847,486 Interfund loans - - - 17,636 17,636 Due from other funds 4,926,893 - - - 4,926,893 Grants 224,991 - 1,912,614 597,310 2,734,915 Leases 262,836 - - 3,027,087 3,289,923 Loans - - - 462,146 462,146 Special assessments - - - 656,857 656,857 Due from other governments 922,556 - 68,875 418,787 1,410,218 Total assets 41,236,286 5,749,278 7,263,847 58,629,448 112,878,859 LIABILITIES Accounts payable 3,023,488 1,495 4,377,360 1,168,419 8,570,762 Interfund loans payable - - - 17,635 17,635 Pay from restricted assets - Deposits 435,614 - - 536,735 972,349 Due to other funds - - 4,379,493 547,400 4,926,893 Unearned revenue-advance grant - 5,374,534 444,025 - 5,818,559 Total liabilities 3,459,102 5,376,029 9,200,878 2,270,189 20,306,198 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - Property Taxes 204,728 - - - 204,728 Leases 262,836 - - 3,027,087 3,289,923 Unavailable revenue-Special assessment - - - 623,636 623,636 Unavailable revenue - Court receivables 720,912 - - - 720,912 Unavailable revenue - Other - - - 601,345 601,345 Total deferred inflows of resources 1,188,476 - - 4,252,068 5,440,544 Total liabilities and deferred inflows of resources 4,647,578 5,376,029 9,200,878 6,522,257 25,746,742 FUND BALANCES (DEFICITS) Nonspendable Cemetery perpetual fund - - - 580,526 580,526 Restricted Capital improvements 5,099,103 - - 10,514,624 15,613,727 Culture & Recreation - - - 205,014 205,014 Debt Guarantee - - - 452,422 452,422 Economic development - - - 1,413 1,413 Litter & housing abatement - - - 323,662 323,662 Opioid and Overdose Response Plan 103,659 - - - 103,659 Park development - - - 3,757,829 3,757,829 Permit & Plan Check Fee 3,364,822 - - - 3,364,822 Program, grant, donation 3,301,673 - - 138,397 3,440,070 Street and boulevard - - - 6,969,053 6,969,053 Committed Construction projects - - - - - Landfill claims 407,344 - - - 407,344 Redflex - - - 860,248 860,248 Special revenue funds - 373,250 - 28,147,406 28,520,656 Assigned Future Project-Community Center 1,230,430 - - - 1,230,430 Unassigned 23,081,676 - (1,937,031) 156,840 21,301,485 Total fund balances (deficits)36,588,707$ 373,250$ (1,937,031)$ 52,107,434$ 87,132,360$ Total liabilities and fund balances (deficits) 41,236,285$ 5,749,279$ 7,263,847$ 58,629,691$ 112,879,102$ The notes to financial statements are an integral part of this statement. City of Pasco Balance Sheet Governmental Funds December 31, 2023 Page 52 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Fund balances of governmental funds 87,132,360 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and are not reported in the fund financial statements. They are reported in the government-wide statements, net of accumulated depreciation: 354,746,969 354,746,969 The focus of governmental funds is on short-term financing. Long-term assets are deferred or not reported in the funds, they consist of the following: Investment in joint venture 1,589,786 Net pension asset 22,682,506 Net OPEB asset 4,164,327 28,436,619 Internal service funds are used by management to charge the costs of certain activities to individual funds. These assets and liabilities are included in the governmental and business-type activities in the statement of net position based on which activity they predominantly serve. For governmental activities they consist of the following: Internal payable representing charges in excess of cost to business-type activities: prior years 19,113,598 Internal payable representing charges in excess of cost to business-type activities: current year 476,584 19,590,182 Deferred outflows and inflows of resources related to long-lived assets and liabilities do not relate to the current period and therefore are not reported in fund financial statements: Deferred outflow of resources related to pensions 13,238,250 Deferred inflow of resources related to pensions (9,163,027) Deferred inflow of resources related to OPEB (191,137) 3,884,086 Long-term liabilities are not due and payable in the current period and are therefore not reported in the funds. They consist of the following: General obligation bonds (39,364,754) Other general government debt (3,211,000) Net pension liability (1,779,386) Total OPEB liability (6,686,411) Compensated absences (3,997,395) SBITA payable (1,468,821) Leases payable (5,895,775) (62,403,542) 2,971,949 Principal reduction in the current year (685,198) 2,286,751 Net position of governmental activities 433,673,425 The notes to financial statements are an integral part of this statement. Reconciliation of the Governmental F unds Balance Sheet to the Statement of Net Position Because some receivables will not be collected within 60 days after the City’s fiscal year end, they are not considered “available” revenues in the governmental funds. There is a long-term interfund loan between governmental Internal Service Funds and Business type fund. Prior period adjustment for interfund loan was eliminated on the government-wide statements in the prior year. This error in presentation on the governmentwide statements understated net position as it should have been a receivable. For Year Ended December 31, 2023 Page 53 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report General Fund ARPA Construction Total Nonmajor Total Governmental Funds REVENUES Taxes 52,048,758 - - 3,663,759 55,712,517 Licenses and permits 3,156,323 - - 333,989 3,490,312 Intergovernmental 3,755,221 6,447,025 13,801,383 6,408,276 30,411,905 Charges for service 9,966,778 - - 15,554,660 25,521,438 Fines and forfeitures 860,365 - - 203,221 1,063,586 Investment income 1,035,826 259,812 - 1,078,550 2,374,188 Rent and leases 306,476 - - 1,343,090 1,649,566 Miscellaneous 821,592 - 137,750 386,216 1,345,558 Total revenues 71,951,339 6,706,837 13,939,133 28,971,761 121,569,070 EXPENDITURES Current: General Government 18,679,396 - 119 - 18,679,515 Public Safety 34,090,522 - 442 12,269,871 46,360,835 Transportation 3,600,075 - 155,698 2,285,625 6,041,398 Natural & Economic Environment 4,752,443 71,226 - 8,397,495 13,221,164 Cultural & Community 7,578,269 - 1,426 767,407 8,347,102 Debt service: Principal retirement 1,598,938 - - 267,918 1,866,856 Interest 1,231,082 - - 346,694 1,577,776 Debt issue costs 93,831 - - 9,280 103,111 Capital outlay: General Government 944,536 - 143,634 - 1,088,170 Public Safety 2,351,437 - 7,878,251 115,244 10,344,932 Transportation 8,022 - 24,996,892 167,748 25,172,662 Natural & Economic Environment - - 482,016 311,986 794,002 Cultural & Community 278,096 - 4,493,345 - 4,771,441 Total expenditures 75,206,647 71,226 38,151,823 24,939,268 138,368,964 Excess (deficiency) of revenues over expenditures (3,255,308) 6,635,611 (24,212,690) 4,032,493 (16,799,894) OTHER FINANCING SOURCES (USES) Transfers in 580,494 - 22,727,815 3,036,040 26,344,349 Transfers out (12,070,837) (6,375,798) - (13,812,824) (32,259,459) Issuance of long-term debt 11,466,000 - - 1,134,000 12,600,000 Premium on bonds issued 880,027 - - 87,036 967,063 Discount on bonds issued (56,183) - - (5,557) (61,740) Insurance recoveries 149,373 - - 786,766 936,139 SBITA financing 2,228,106 - - - 2,228,106 Total other financing sources (uses)3,176,980 (6,375,798) 22,727,815 (8,774,539) 10,754,458 SPECIAL ITEM Prior Period Adjustment 253,454 - (451,419) 264,867 66,902 Total special items 253,454 - (451,419) 264,867 66,902 Net change in fund balances 175,126 259,813 (1,936,294) (4,477,179) (5,978,534) Fund balances - beginning 36,413,581 113,438 (738) 56,584,613 93,110,894 Fund balances - ending 36,588,707$ 373,251$ (1,937,032)$ 52,107,434$ 87,132,360$ The notes to financial statements are an integral part of this statement. City of Pasco Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended December 31, 2023 Page 54 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report For the Year Ended December 31, 2023 Net change in fund balances - total government funds (5,978,534) Amounts reported for governmental activities in the statement of activities are different because: The issuance and repayment of long-term liabilities are reported as resources and uses, respectively, of current financial resources in governmental funds. In the statement of net position, however, neither of these transactions impact net position. Also in governmental funds the effect of premiums or discounts and similar items are reported as resources or uses of current financial resources when the debt is first issued, whereas these amounts are deferred and amortized over the life of the debt in the statement of activities. The following details the net change in long-term debt as reflected in government-wide reporting: Proceeds from issuance of bonds (12,600,000) Capitalization of bond premium on bond issuance (967,063) Principal repayment 1,135,000 Amortization of premiums/discounts 151,850 (12,280,213) Certain revenues and expenses in the statement of activities do not provide or use current financial resources and are therefore not reported as revenues or expenditures in the governmental funds. The following details those items: Change in earned revenue reported as deferred inflows in the fund statements (6,208,535) Change in the City's investment in joint ventures 53,675 Change in the City's net pension liability 137,505 Change in net pension asset (1,567,542) Change in the City's net pension related deferred outflows 1,918,172 Change in the City's net pension related deferred inflows 724,218 Change in deferred inflow - leases (lessor) 1,104,901 Change in lease liability 3,773,998 Change in net OPEB obligation 1,813,530 Change in OPEB asset (681,056) Change in OPEB deferred inflow/outflows 215,552 Change in compensated absences 380,781 1,665,199 Internal service funds are used by management to charge the cost of certain activities to individual funds. The net revenue of most of these activities is reported within governmental funds as follows: Change in net position 476,584 (149,776) 326,808 (685,198) Governmental funds report capital outlays as expenditures. In the statement of activities the cost of assets are allocated over the useful life of the asset as depreciation expense. the following depicts the changes to capital assets: Capital outlays 68,653,932 Depreciation (15,901,979) Prior period adjustments - expenses should have been capitalized 619,926 Disposal of capital assets, including loss/gain on disposal (313,117) Right to use - Leases 4,481,848 Amortization of leases (1,082,721) SBITA 2,228,106 Amortization SBITA (806,879) 57,879,116 Change in net position of governmental activities 40,927,178 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balance to the Statement of Activities Principal reduction for Interfund Loan between Governmental to Business-type Adjustment for interest revenue received on Interfund Loan between ISF Governmental Fund to Business-Type fund. Recognized as misc. revenue on Statement of Activities. Page 55 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Original Final 2023 Actual Variance to Final Budget over (under) REVENUES Rent and leases 415,182$ 620,098$ 306,476$ (313,622)$ Taxes 105,691,673 105,691,673 52,048,758 (53,642,915) Licenses and permits 7,481,532 7,481,532 3,156,323 (4,325,209) Intergovernmental 7,194,296 7,715,246 3,755,221 (3,960,025) Charges for service 19,688,841 19,688,841 9,966,778 (9,722,063) Fines and forfeitures 1,790,529 1,790,529 860,365 (930,164) Investment income 180,000 880,000 1,035,826 155,826 Miscellaneous 1,233,626 1,288,632 821,592 (467,040) Interfund loan Rev/Exp 113,201 113,201 - (113,201) Total revenues 143,788,880 145,269,752 71,951,339 (73,318,413) EXPENDITURES Current: General Government 38,242,325 37,173,183 18,679,396 18,493,787 Public Safety 70,172,474 73,001,618 34,090,522 38,911,096 Transportation 7,585,753 7,327,753 3,600,075 3,727,678 Natural & Economic Environment 6,937,457 7,971,435 4,752,443 3,218,992 Cultural & Community 13,065,077 14,650,500 7,578,269 7,072,231 Total current 136,003,086 140,124,489 68,700,705 71,423,784 Debt service: Principal retirement 8,202,300 8,202,300 1,598,938 6,603,362 Interest 1,952,408 2,387,658 1,231,082 1,156,576 Debt issue costs - - 93,831 (93,831) Total debt service 10,154,708 10,589,958 2,923,851 7,666,107 Capital outlay: General Government 3,234,800 3,616,800 944,536 2,672,264 Public Safety 360,660 360,660 2,351,437 (1,990,777) Transportation - - 8,022 (8,022) Cultural & Community - 501,048 278,096 222,952 Total capital outlay 3,595,460 4,478,508 3,582,091 896,417 Total expenditures 149,753,254 155,192,955 75,206,647 79,986,308 Excess (deficiency) of revenues over expenditures (5,964,374) (9,923,203) (3,255,308) 6,667,895 OTHER FINANCING SOURCES (USES) Transfers in 425,816 925,816 580,494 (345,322) Transfers out (40,131,302) (49,043,074) (12,070,837) 36,972,237 Issuance of long-term debt 30,371,000 34,071,000 11,466,000 (22,605,000) Premium on bonds issued - - 880,027 880,027 Discount on bonds issued - - (56,183) (56,183) Insurance recoveries 6 6 149,373 149,367 SBITA financing - - 2,228,106 2,228,106 Sale of capital assets 5,000,000 5,000,000 - (5,000,000) Total other financing sources (uses)(4,334,480) (9,046,252) 3,176,980 12,223,232 SPECIAL ITEM Prior Period Adjustment - - 253,454 253,454 Total special items - - 253,454 253,454 Net change in fund balances (10,298,854) (18,969,455) 175,126 19,144,581 Fund balances - beginning 28,595,133 36,413,669 36,413,581 - Fund balances - ending 18,296,279$ 17,444,214$ 36,588,707$ 19,144,493$ The notes to financial statements are an integral part of this statement 2023/2024 Biennial Budget Amounts City of Pasco Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual General Fund For the Year Ended December 31, 2023 Page 56 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Original Final Actual Variance with Final Budget REVENUES Intergovernmental 199,825$ 199,825$ 6,447,025$6,247,200$ Investment income 15,000 15,000 259,812 244,812 Total revenues 214,825 214,825 6,706,837 6,492,012 EXPENDITURES Current: Natural & Economic Environment 49,824 49,824 71,226 (21,402) Total current 49,824 49,824 71,226 (21,402) Total expenditures 49,824 49,824 71,226 (21,402) Excess (deficiency) of revenues over expenditures 165,001 165,001 6,635,611 6,470,610 OTHER FINANCING SOURCES (USES) Transfers out (150,000) (10,136,984) (6,375,798) 3,761,186 Total other financing sources (uses)(150,000) (10,136,984) (6,375,798) 3,761,186 Net change in fund balances 15,001 (9,971,983) 259,813 10,231,796 Fund balances - beginning 113,438 113,438 113,438 - Fund balances - ending 128,439$(9,858,545)$373,251$10,231,796$ Budgeted Amounts City of Pasco Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual ARPA For the Year Ended December 31, 2023 7KHQRWHVWRILQDQFLDOVWDWHPHQWVDUHDQLQWHJUDOSDUWRIWKLVVWDWHPHQW Page 57 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Water/Sewer Utility Internal Service Funds ASSETS Current assets: Cash and cash equivalents 24,831,378$ 15,845,961$ Restricted Cash: Customer deposits 816,172 - Unspent bond proceeds 24,647,393 - Self insured reserve - 2,623,096 Debt service 755,007 - Asset retirement obligation 10,832 - Capital development 16,628,070 - Investments 1,224,939 570,435 Inventory 422,586 - Receivables: Customer (net of allowances)3,554,339 - Interfund loans - 2,286,751 Leases 103,082 Grants 359,189 - Loans 23,457,145 - Total current assets 96,810,132 21,326,243 Noncurrent assets: Special assessments 2,279,899 - Leases 108,899 - Debt covenants 1,932,966 - Net Pension Asset 1,524,073 160,837 Capital assets not being depreciated: Land 4,875,403 - Construction in progress 102,442,402 - Capital assets net of accumulated depreciation: Buildings and structures 59,731,339 - Other improvements 515,480 - Machinery and equipment 7,682,773 8,232,850 Infrastructure 143,915,347 - Total noncurrent assets 325,008,581 - Total assets 421,818,713 29,719,930 DEFERRED OUTFLOWS OF RESOURCES Pension related 1,232,613 130,079 Debt Refunding 21,679 - Total deferred outflows of resources 1,254,292 130,079 Total assets and deferred outflows of resources 423,073,005 29,850,009 Business-type Activities City of Pasco Statement of Net Position Proprietary Funds December 31, 2023 Page 58 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Water/Sewer Utility Internal Service Funds LIABILITIES Current liabilities: Accounts payable 12,037,551 680,147 Interfund loans payable 215,880 - Pay from restricted assets - Deposits 622,519 - Accrued interest payable 406,703 - Compensated absences 379,860 - Notes & loans payable 2,846,641 - Net Pension Liability 142,936 21,666 Revenue bonds 2,752,753 - Total current liabilities 19,404,843 701,813 Noncurrent liabilities: Compensated absences 24,139 - Interfund loans payable 2,070,871 Asset retirement obligation 10,832 - Notes & loans payable 67,014,633 - Revenue bonds payable (net of premium) 74,909,569 - Net Pension Liability 515,294 47,797 Total noncurrent liabilities 144,545,338 47,797 Total liabilities 163,950,181 749,610 DEFERRED INFLOWS OF RESOURCES Unavailable revenue - Unavailable revenue 150,000 - Unavailable revenue-Special assessment 2,279,899 - Unavailable revenue - Other 35,580 - Unavailable revenue - Lease 211,981 Pension related inflow 1,093,802 115,430 Total deferred inflows of resources 3,771,262 115,430 Total liabilities and deferred inflows of resources 167,721,443 865,040 NET POSITION Net investment in capital assets 192,970,791 8,232,850 Restricted for: Capital improvement 16,628,070 - Debt repayment/guarantee 2,281,269 - Pensions 1,524,072 160,837 State Law WAC - 2,623,096 Unrestricted 41,947,358 17,968,184 Total net position 255,351,560$ 28,984,967$ 9,394,781 264,746,341$ The notes to financial statements are an integral part of this statement. City of Pasco Statement of Net Position Proprietary Funds December 31, 2023 Business-type Activities Difference between business-type adjustments to assets and liabilities. Net position of business-type activities Page 59 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Total Enterprise Funds Internal Service Funds OPERATING REVENUES Licenses and permits 260,603$ -$ Charges for service 39,365,062 14,252,915 Total operating revenues 39,625,665 14,252,915 OPERATING EXPENSES Salaries & wages 5,743,785 600,556 Personnel benefits 1,830,372 202,607 Supplies 2,738,326 1,468,005 Services 14,234,780 9,913,617 Depreciation 7,076,466 1,182,117 Total operating expenses 31,623,729 13,366,902 Operating income (loss) 8,001,936 886,013 NONOPERATING REVENUES (EXPENSES) Fines and forfeitures 3,500 - Investment income 1,009,643 625,063 Miscellaneous 31,038 290,216 Rents and leases 91,021 - Grant 119,676 - Insurance Recoveries 21,350 - Gain (loss) on disposal/sale of asset 92,565 31,650 Interest on long term debt (2,501,958) - Debt Issue Costs (123,085) - Total nonoperating revenues (expenses)(1,256,250) 946,929 Income (loss) before contributions and transfers 6,745,686 1,832,942 Capital contributions 8,216,326 - Transfers in 5,915,111 - Transfer Out Change in net position 20,877,123 1,832,942 Total net position - beginning 234,968,545 27,152,025 Prior Period Adjustment (494,108) - Total net position - ending 255,351,560$ 28,984,967$ Business-type The notes to financial statements are an integral part of this statement. City of Pasco Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds For year ended December 31, 2023 Page 60 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Water/Sewer Utilities Internal Service Funds CASH FLOWS FROM OPERATING ACTIVITIES Cash receipts from customers 39,786,478$ 14,252,932$ Payments to employees (8,076,214) (849,922) Payments to suppliers (13,211,912) (11,233,415) Net cash provided (used) by operating activities 18,498,352 2,169,595 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES Operating grants 119,676 - Miscellaneous 31,038 290,216 Rents and leases 91,021 - Insurance recoveries 21,350 - Net cash provided (used) by noncapital financing activities 263,085 290,216 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Sale of assets - 129,316 Gain and sale of asset 92,565 - Acquisition and construction fo capital assets (58,545,740) (2,577,405) Principal paid on capital debt (5,050,241) - Interest paid on capital debt (2,625,043) - Transfers in (out) for capital 5,915,111 - Special assessment receivable 696,480 - Interfund loan rec'd & paid (685,198) 685,198 Capital charges 2,197,813 - Capital grant and contributions proceeds 738,773 - Bond proceeds received 31,575,031 - Loan proceeds 23,073,767 - Net cash provided (used) by capital and related financing activities (2,616,682) (1,762,891) CASH FLOWS FROM INVESTING ACTIVITIES Purchase of investments 505,838 499,049 Interest on investments 1,009,643 625,063 Net cash provided (used) by investing activities 1,515,481 1,124,112 Net increase (decrease) in cash and cash equivalents 17,660,236 1,821,032 Balances - beginning of year 51,961,582 16,648,025 Balances - end of the year 69,621,818 18,469,057 Reconciliation of operating income (loss) to net cash provided (used) by operating activities: Operating Income 8,004,336 885,939 Adjustments to reconcile operating income (loss) to net cash provided (used) by operating activities: Depreciation 7,076,466 1,182,116 Loss on disposal - - Changes in assets and liabilities: (Increase) decrease in customer receivables 68,249 12 (Increase) decrease in inventories 97,363 - Increase (decrease) in accounts payable 3,957,359 148,285 Increase (decrease) in accounts payable closure cost 469 - Increase (decrease) in salaries & benefits payable (59,419) (2,315) Increase (decrease) in interest payable 187,191 - (Decrease) increase in accounts customer deposits payable 89,063 - (Decrease) increase in compensated absences 53,296 - (Increase) decrease in deferred outflows pensions 14,041 20,831 (Increase) decrease in deferred outflows- debt refunding 4,409 - Increase (decrease) in pension liability (27,901) (13,595) Increase (decrease) in pension asset (332,587) (16,605) Increase (decrease) in deferred inflow unavailabe revenue (484,499) - Increase (decrease) in deferred inflow pension (149,484) (35,073) Net cash provided (used) by operating activities 18,498,352$ 2,169,595$ Noncash investing, capital and financing activities Contribution of capital assets 5,057,141 - Total noncash investing, capital and financing activities 5,057,141 - Business-type The notes to financial statements are an integral part of this statement. City of Pasco Statement of Cash Flows Proprietary Funds December 31, 2023 Page 61 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Pension (and Other Employee Benefit) Trust Funds Custodial Funds ASSETS Cash and cash equivalents 811,338$ 3,424,866$ Receivable Other governments 1,205,440 Taxes 1,011,598 Special assessments 2,906 Investments at fair value: Federal agency 2,624 Mutual funds 8,314,893 Total assets 9,131,761 5,641,904 LIABILITIES Accounts payable 252 504,046 Due to other governments payable - 922,555 Total liabilities 252 1,426,601 NET POSITION Restricted for: Pensions 4,460,172 - Postemployment benefits other than pensions 4,671,337 - Unrestricted - 4,215,303 Total net position 9,131,509$ 4,215,303$ The notes to financial statements are an integral part of this statement. City of Pasco Statement of Fiduciary Net Position For year ended December 31, 2023 Page 62 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Pension (and Other Employee Benefit) Trust Funds Custodial Funds ADDITIONS Tax collections by other governments 123,869$ 5,657,236$ Fees collected on behalf other agency - 360,194 Intergovernmental grants and other payments - 3,573,127 Investment income 1,388,763 - Interest 19,548 - Dividends 136,926 - Total additions 1,669,106 9,590,557 DEDUCTIONS Pension benefits 91,409 - Medical premiums 87,540 - Services 4,436 312,101 Payments of sales tax to other governments 955,384 Fees remitted to agency 360,194 Capital 3,550,326 Total deductions 183,385 5,178,005 Net increase (decrease) in fiduciary net position 1,485,721 4,412,552 Net Position -- beginning of the year 7,645,788 (197,249) Net Position -- end of the year 9,131,509$ 4,215,303$ The notes to financial statements are an integral part of this statement. City of Pasco Statement of Changes in Fiduciary Net Position For year ended December 31, 2023 Page 63 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report NOTES TO THE FINANCIAL STATEMENTS NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The financial statements of the City of Pasco have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to governmental units. The Governmental Accounting Standards Board (GASB) is the accepted standard setting body for establishing governmental accounting and financial reporting principles. The significant accounting policies are described below. A. Reporting Entity The City of Pasco was incorporated on May 4, 1891 and operates under the laws of the state of Washington applicable to a Non-Charter Code City with a Council/Manager form of government. As required by the generally accepted accounting principles the financial statements present City of Pasco as a primary government unit. The component unit discussed below is included in the City reporting entity because of the significance of its operational relationship with the City of Pasco. The Pasco Public Facility district (PPFD) was created in 2002 pursuant to Chapter 35.57 of the Revised Code of Washington for the purposes of acquiring, constructing, operating, and financing one or more regional centers through cooperative and joint ventures with the City of Kennewick. The PFD is discreetly presented in the component unit column in the government- wide financial statements to emphasize that is a legally separate entity. Complete separate financial statements for the District may be obtained from the City of Pasco, P.O. Box 293, Pasco, WA 99301. B. Basis of Presentation - Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the non-fiduciary activities of the primary government and its component unit. For the most part, the effect of inter-fund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities which rely to a significant extent on fees and charges for service. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Our policy is to allocate indirect costs to a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements or a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Page 64 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report As a general rule the effect of the inter-fund activity has been eliminated from the government– wide financial statements. Exceptions to this rule include business taxes the utilities pays to the general fund, internal service fund activities in which outside parties are engaged and certain other service functions between funds, that if eliminated may misrepresent the cost reported for various other functions of the government. Separate fund financial statements are provided for governmental funds, proprietary funds, and fiduciary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. The City of Pasco reports the following major governmental funds: x The General Fund: The General (or current expense) Fund is the City of Pasco’s primary operating fund. It accounts for all financial resources of the general government, except those required or elected to be accounted for in separate fund. x The Construction Fund: The Construction Fund is a capital project fund used to account for significant construction and capital acquisition related to governmental activities. x ARPA Fund: The ARPA fund is a special revenue fund used to account for all activities related to the Federal funds received for the Coronavirus State and Local Fiscal Recovery Funds under the American Rescue Plan Act of 2021. This includes subrecipient grants issued by the City and City use of the funds. The City of Pasco reports the following major proprietary fund: x The Water/Sewer Fund: The Water/Sewer Fund accounts for water, sewer, water reuse, storm water and irrigation utilities activities. Additionally, the City of Pasco reports the following fund types: x Special Revenue funds are used to account for specific revenue sources that are restricted, committed, or assigned to expenditures for a particular purpose. x Debt Services funds are used to account for the resources accumulated and payments made for principal and interest on long–term general obligation debt of governmental funds. These funds include the Local Improvement Districts (LID) Guarantee fund which provides financial security for outstanding LID bonds. x Permanent funds are used to report resources that are legally restricted to the extent that only earnings, not principal, may be used for purposes of supporting a specific City program. The City has one permanent fund, Cemetery Perpetual Care Fund. x Internal Service funds are used to account for equipment replacement and operations, central stores, as well as medical/dental insurance services provided to other departments on a cost- reimbursement basis. Page 65 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report x Pension & OPEB Trust funds are used to account for the sources and uses of funds to meet the pension benefit and other post-employment benefit obligations made to firemen covered under the Plan prior to the creation of the Law Enforcement Officers and Fire Fighters’ (LEOFF) pension system in 1970. x Custodial funds are used to report resources held by the city in a purely custodial capacity on behalf of the State Administrative Office of the Courts, Animal Control Authority and Pasco Public Facility District. C. Measurement Focus, Basis of Accounting Government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting as are the proprietary fund and fiduciary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. The City considers property taxes as available if they are collected within 60 days after year end. Expenditures generally are recorded when a liability is incurred under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences, claims and judgements are recorded only when payment is due. Property taxes, licenses, and associated interest within the current period are all considered to be susceptible to accrual and have so been recognized as revenues of the current period. Only the portion of a special assessment receivable due within the current fiscal period is considered to be susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the City. Proprietary fund financial statements are reported using the economic resources measurement focus and full-accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred regardless of the timing of the cash flows. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services, producing, and delivering goods in connection with a proprietary fund’s principal ongoing operations. The principal operating revenues of the Water/Sewer Fund are charges to customers. The major services provided by the proprietary fund are water, sewer, storm drain, irrigation and industrial wastewater processing. Operating expenses for enterprise funds and internal service funds include the cost of sales, services and administrative expenses, and depreciation on capital Page 66 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. D. Budgetary Information Scope of Budget Biennial appropriated budgets are adopted for the general fund and special revenue funds on a modified accrual basis. Budgets for debt service and capital project funds are adopted at the level of the individual debt issue or project and for fiscal periods that correspond to the lives of debt issues or project and for fiscal periods that correspond to the lives of debt issues or projects. The City also adopts appropriated budgets for proprietary and internal service funds as “management budgets”. All budgets are adopted at the fund level. Appropriations for all funds lapse at the end of the biennium. Budgets for capital outlays are re-appropriated until the purpose of the appropriation has been accomplished or abandoned. Amending the Budget The City Manager is authorized to transfer budgeted amounts within the funds. However, any revisions that alter the total appropriations of a fund, or which affects the number of authorized employee positions, salary ranges, or other conditions of employment must be approved by the City Council. When City Council determines it is in the best interest of the City of Pasco to increase or decrease the appropriation for a particular fund, it may do so by ordinance approved by one more than the majority after holding public hearing(s). The budget amounts shown in the financial statements are the final authorized amounts as revised during the year. The financial statements contain the original and final budget information. The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable for the fiscal year. Excess of Expenditures over Appropriations Neither the General Fund, nor any major special revenue funds, reported expenditures in excess of budgeted appropriation. Deficit Fund Balance The Construction Fund, a major capital improvement fund of the City, ended the year with a negative fund balance of ($1,937,031). The negative fund balance is a result of project spending that outpaced funding in the current period. Available support is being identified based on reallocation during capital improvement plan analysis and pending increases to grant awards. Page 67 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report E. Assets, Liabilities, Deferred Inflows, Deferred Outflows, Fund Balance/Net Position 1. Cash and Cash Equivalents It is the City’s policy to invest temporary cash surpluses. As of December 31, 2023, the City had invested $ 84,533,939 with the Washington State Local Government Investment Pool (LGIP). These investments are short-term investments of residual cash. This amount is classified on the Statement of Net Position as cash and cash equivalents. The interest earned on these investments is prorated to the various funds based upon their ownership of invested cash. For purposes of the statement of cash flows, the City considers all highly liquid investments (including restricted assets) with a maturity of three months or less when purchased to be cash equivalents. 2. Investments (See Note 3, Deposits and Investments) 3. Receivables Tax receivables consist of property taxes, sales taxes, business and occupation taxes, gambling taxes and excise taxes. Property taxes are levied January 1 on property values assessed as of December of the prior year. The tax levy is divided into two billings with the first billing due April 30 and the second is due October 31. Detailed information on property tax can be found in Note 4. Special assessments are levied against certain property owners when their property is the beneficiary of a city managed project. Based upon each property’s proportional share of the improvement an assessment is levied. When levied a receivable is recorded. Special assessments receivable consists of current assessments, plus any delinquent assessments along with related interest and penalties. As of December 31, 2023, $50,472 of special assessments receivable were delinquent. Customer accounts receivables consist of amounts owed from private individuals or organizations for goods and services, including amounts owed for which billings have not been prepared. Uncollectible amounts, except in two instances, are considered immaterial and the direct write-off method is used. The exceptions are in the ambulance fund and revolving abatement fund. An allowance is calculated based on historical write-offs. The total allowance recorded city wide as of December 31, 2023, is $102,826. Other receivables include municipal court receivables related to legal fines and charges and amounts due the City related to organizations or public entities with which the City has entered contractual relationships. The municipal court receivable is $10,475,027 of which $9,754,116 is not expected to be collected. Only the net receivable of $720,912 is recorded in the financial statements. The portion that is calculated as uncollectible is based upon the year’s collection Page 68 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report rate. Contract based receivables are the result of City provision of working or revolving funds and revenues that the City had not received as of year-end 2023. 4. Amounts Due to and from Other funds, Inter-fund Loans and Advances Receivable Activities between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either inter-fund loans receivable/payable or advances to/from other funds. All other outstanding balances between funds are reported as due to/from other funds. Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as internal balances. A separate schedule of inter-fund loans receivable and payable is furnished in Note 6, Inter-fund Balances and Transfers. Advances between funds, as reported in the fund financial statements, are offset by a fund balance reserve account in applicable governmental funds to indicate that they are not available for appropriation and are not expendable available financial resources. 5. Inventories Inventories in governmental funds consist of expendable supplies held for consumption. The cost is recorded as an expenditure at the time of purchase. There are currently no inventories in governmental funds. Inventories in proprietary funds consist of materials and supplies used in both maintenance and capital activities. Inventories in proprietary funds are valued using a last in first out (LIFO) method. 6. Restricted Assets and Liabilities In accordance with utility bond ordinances, state law, or other agreements, separate restricted assets have been established. These accounts contain resources for construction and debt service, including current and delinquent special assessments receivable, in enterprise funds. The current portion of related liabilities is shown as Payables from Current Restricted Assets. Specific debt service reserve requirements are described in Note 8, Long-Term Debt. The restricted assets of the governmental funds are composed of the following: The restricted assets of the enterprise funds are composed of the following: Customer Deposits 972,349 Unspent Bond Proceeds 5,679,223 Debt Service 237,564 Restricted Assets and Liabilities - Governmental Funds For Year Ending 2023 Page 69 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report 7. Capital Assets Capital assets, which include leases, property, plant, and equipment and infrastructure assets, are reported in the applicable governmental or business-type columns in the government-wide financial statements. Capital assets, other than infrastructure, are defined by the city as assets with an initial individual cost of more than $5,000 and an estimated useful life in excess of two years. Useful life estimates are periodically reassessed and adjusted based on actual experience and/or asset condition assessments. See Note 5, Capital Assets and CWIP for details on changes to useful life and depreciation. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value at the date of donation. The city reports infrastructure assets on a network and subsystem basis. Such assets are recorded at historical cost if purchased or constructed. Additions, improvements and other capital outlays that significantly extend the useful life of an asset are capitalized. The cost of normal maintenance and repairs and street preservation activities that do not add to the value of the asset or materially extend asset lives are not capitalized. Assets are depreciated over their useful lives using the straight-line depreciation method. Major outlays for capital assets and improvements are reported as Construction Work in Progress as projects are constructed. Interest, if material to the cost of the asset that is incurred during the construction phase of the capital assets of business-type activities is included as part of the capitalized value of the assets constructed. Capital Assets and improvements are capitalized once the project is completed. Capitalization thresholds, the dollar value above which an asset acquisitions are added to the capital asset accounts and estimated useful lives of capital assets are as follows: Customer Deposits 816,172 Unspent Bond Proceeds 24,647,393 Debt Service 755,007 Bond reserve 1,932,966 Asset retirement - reserve 10,832 Restricted Assets and Liabilities - Enterprise Funds For Year Ending 2023 Assets Useful Lives (Years) Land N/A Building & Structures 5-50 Other Improvements 5-100 Machinery & equipment & vehicles 2-50 Page 70 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report 8. Leases Lessee: The City is a lessee for noncancelable leases. The city recognizes a lease liability and an intangible right-to-use lease asset in the government-wide and proprietary fund financial statements. The city recognizes lease liabilities with an initial, individual value of $5,000 or more. At the commencement of a lease, the city initially measures the lease liability at the present value of payments expected to be made during the lease term. Subsequently, the lease liability is reduced by the principal portion of lease payments made. The lease asset is initially measured as the initial amount of the lease liability, adjusted for lease payments made at or before the lease commencement date, plus certain initial direct costs. Subsequently, the lease asset is amortized using the straight‐line basis over its useful life. Governmental funds recognize a capital outlay and other financing source at the commencement of a new lease. Lease payments in governmental funds are reported as debt service principal and debt service interest expenditures. Key estimates and judgements related to lease include how the city determines (1) the discount rate it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments. The city uses the interest rate charged by the lessor as the discount rate. When the interest rate charged by the lessor is not provided, the city generally uses its incremental borrowing rate as the discount rate for leases. The lease term includes the noncancelable period of the lease. Lease payments included in the measurement of the lease liability are composed of fixed payments and purchase option price that the city is reasonably certain to exercise. The city monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease asset and liability if certain changes occur that are expected to significantly affect the amount of the lease liability. Lessor: The city is a lessor for noncancelable leases. The city recognizes a lease receivable and a deferred inflow of resources in the government‐wide and fund financial statements. At the commencement of a lease, the city initially measures the lease receivable at the present value of payments expected to be received during the lease term. Subsequently the lease receivable is reduced by the principal portion of lease payments received. The deferred inflow of resources is initially measure as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. Subsequently, the deferred inflow of resources is recognized as revenue over the life of the lease term using the straight‐ line basis. Page 71 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Key estimates and judgements related to lease include how the city determines (1) the discount rate it uses to discount the expected lease payments to present value, (2) lease term, and (3) lease payments. x The city uses its estimated incremental borrowing rate as the discount rate for leases. x The lease term includes the noncancelable period of the lease. Lease receipts included in the measurement of the lease liability are compose of fixed payments from the lessee. The city monitors changes in circumstances that would require a remeasurement of its lease and will remeasure the lease receivable and deferred inflows of resources if certain changes occur that are expected to significantly affect the amount of the lease receivable. 9. Deferred Outflows/Inflows of Resources In addition to assets, the statement of financial position will sometimes report a separate section for deferred outflows of resources. This separate financial statement element, deferred outflows of resources, represents a consumption of net position that applies to a future period(s) and so will not be recognized as an outflow of resources (expense/expenditure) until then. In addition to liabilities, the statement of financial position will sometimes report a separate section for deferred inflows of resources. This separate financial statement element, deferred inflows of resources, represents an acquisition of net assets that applies to a future period(s) and will not be recognized as an inflow of resources (revenue) until that time. The city has one type of item, unavailable revenues, which arises only under a modified accrual basis of accounting, which qualifies as a deferred inflow. Unavailable revenue is reported only in the governmental funds balance sheet. The governmental funds report unavailable revenues for 2023 as follows: a. Uncollected property taxes levied. b. Unbilled special assessments levied against benefited property for the cost of local improvements. An allowance for uncollectible accounts is not necessary since the assessments are liens against the property benefited. c. Grant funds received in advance. d. Certain headstones and liner sales by the cemetery which obligate the city to future services. e. CDBG Loans Unbilled Principal. f. Uncollected Municipal Court Fines outstanding. g. Lease activity in which the City is the lessor. In addition to unavailable revenues, changes in pension and OPEB assumptions and calculation variables also create deferred inflows and deferred outflows. These are reported in the enterprise funds and at the government wide level in the Statement of Net Position. 10. Compensated Absences Page 72 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The city accrues accumulated unpaid vacation and sick leave and associated employee related costs when earned (or estimated to be earned) by the employee. All vacation and sick pay is accrued when incurred in the government-wide, proprietary, and fiduciary fund financial statements. In governmental funds, such amounts are not accrued using the modified accrual basis of accounting but are reported as a liability in the government-wide financial statements. Non-Represented Employees/Directors/Managers Sick leave may be accumulated up to a maximum of 960 hours for all employees except firefighters and police. Upon resignation, retirement, or death; sick leave is payable at a rate of 25% of accrued hours up to a maximum accrual base of 720 hours. Vacation leave may be accumulated up to a maximum of one and a half times the employee’s annual vacation accrual rate and is payable upon resignation, retirement, or death. Firefighters Sick leave may be accumulated up to a maximum of 1,440 hours. For firefighters with less than 20 years of service with the City, sick leave is payable at a rate of 25% of accrued hours up to a maximum accrual base of 840 hours upon resignation, retirement, or death. For firefighters with 20 years or more of service with the city, sick leave is payable at a rate of 50% of accrued hours up to a maximum accrual base of 840 hours. Vacation leave may be accumulated up to a maximum of two times the employee’s annual vacation accrual rate and is payable upon resignation, retirement, or death. Police Sick leave may be accumulated up to a maximum of 1,200 hours. Upon resignation or death, sick leave is payable at a rate of 25% of accrued hours up to a maximum accrual base of 720 hours. Upon retirement, sick leave is payable at a rate of 35% up to a maximum accrual base of 1,200 hours. Vacation leave may be accumulated up to a maximum of two times the employee’s annual vacation accrual rate and is payable upon resignation, retirement, or death. Non-Uniformed Police Sick leave may be accumulated up to a maximum of 960 hours. Upon resignation, retirement, or death; sick leave is payable at a rate of 25% of accrued hours up to a maximum accrual base of 720 hours. Vacation leave may be accumulated up to a maximum of two times the employee’s annual vacation accrual rate and is payable upon resignation, retirement, or death. Operating Engineers Page 73 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Sick leave may be accumulated up to a maximum of 960 hours. Upon resignation, retirement, or death; sick leave is payable at a rate of 25% of accrued hours up to a maximum accrual base of 720 hours. Vacation leave may be accumulated up to a maximum of two times the employee’s annual vacation accrual rate. Upon retirement from City service employees shall receive payment for up to 328 hours of accumulated vacation. Any excess vacation must be taken prior to the last day of employment. An employee who separates from City service for other than retirement shall receive all accumulated vacation. 11. Pensions and OPEB For purposes of measuring the net pension liability or asset, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of all state sponsored pension plans and additions to/deductions from those plans’ fiduciary net position have been determined on the same basis as they are reported by the Washington State Department of Retirement Systems. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pension, and pension expense information about the fiduciary net position of the City's Old Fireman’s' Pension Fund — 610 (the Plan) and additions to/deductions from the Plan's fiduciary net position have been determined on the same basis as they are reported by the Plan. For this purpose, the Plan recognizes benefit payments when due and payable in accordance with the benefit terms. For purposes of measuring the total OPEB liability, deferred outflows of resources and deferred inflows of resources related to OPEB, and OPEB expense information of the City’s LEOFF 1 Retiree Health Plan (the Plan) have been determined on the same basis as they are reported by the Plan. For this purpose, the Plan recognizes benefit payments when due and payable in accordance with the benefit terms. For purposes of measuring the net OPEB liability, deferred outflows of resources and deferred inflows of resources related to OPEB, and OPEB expense information about the fiduciary net position of the City's Old Firemen’s Pension Fund (the Plan) and additions to/deductions from the Plan's fiduciary net position have been determined on the same basis as they are reported by the Plan. For this purpose, the Plan recognizes benefit payments when due and payable in accordance with the benefit terms. 12. Long-term Debt In the government-wide statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund type statements of net position. Page 74 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Bond premiums and discounts when material, are deferred and amortized over the life of the bonds using the effective interest method. Bonds payables are reported net of the applicable bond premium or discount. In the fund financial statements governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources. Issuance costs, whether withheld from actual debt proceeds received or not, are reported as professional service costs. 13. Unearned Revenues This account includes amounts recognized as receivables but not revenues in governmental funds because the revenue recognition criteria have not been met. As of year-end 2023, the city reported $5,818,559 in unearned revenue due to grant funds received in advance related to State and Local Fiscal Recovery Funds authorized by the American Rescue Plan Act and awarded by the US Department of Treasury. 11. Fund Balance and Fund Flow Policies Fund balance of governmental funds is reported in various categories based on the nature of any limitations requiring the use of resources for specific purposes. The government itself can establish limitations on the use of resources through either a commitment (committed fund balance) or an assignment (assigned fund balance). The committed fund balance classification includes amounts that can be used only for specific purposes determined by formal action of the government’s highest level of decision-making authority. The city council is the highest level of decision-making authority for the government that can, by adoption of an ordinance prior to the end of the fiscal year, commit fund balance. Once adopted, the limitation imposed by the ordinance remains in place until a similar action is taken (the adoption of another ordinance) to remove or revise the limitation. Amounts in the assigned fund balance classification are intended to be used by the government for specific purposes but do not meet the criteria to be classified as committed. The council may also assign fund balances, as it does when appropriating fund balances, to cover a gap between estimated revenue and appropriations in the subsequent year’s appropriated budget. Unlike commitments, assignments generally only exist temporarily. In other words, an additional action does not normally have to be taken for the removal of an assignment. Conversely, as discussed above, an additional action is essential to either remove or revise a commitment. The City has not adopted a specific flow of funds policy relating to the use of restricted and unrestricted resources when both are available. Therefore, the statements are prepared using the default option provided in GASB 54 which provides, that when both restricted and unrestricted resources are available, restricted resources are used first. While the city has not formally established a policy for its use of unrestricted fund balance amounts, committed Page 75 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report amounts would be reduced first, followed by assigned amounts, and then unassigned amounts when expenditures are incurred for purposes for which amounts in any of these unrestricted fund balance classifications could be used. In the fund financial statements, governmental funds report restrictions of fund balance as follows: Nonspendable fund balance - includes amounts that are not in spendable form such as inventory or are required to be maintained intact such as the principal of a permanent fund. Restricted fund balance - includes amounts that can be spent only for the specific purpose stipulated by external resource providers such as for grant providers, bondholders, higher levels of government, or through enabling legislation. Committed fund balance – includes amounts that can be used only for the specific purposes determined by a formal action of the city council. Commitments may be changed or lifted only by the city council taking the same formal action that imposed the constraint originally. Assigned fund balance – includes amounts intended to be used by the government for specific purposes. Intent can be expressed by the governing body or by an official designated by the governing body to which the governing body designates authority. Unassigned fund balance - includes the residual classification for the General Fund and includes all spendable amounts not contained in the other classifications. The General Fund is the only governmental fund that reports a positive unassigned fund balance amount. In other funds, the unassigned classification will be used only to report a deficit balance resulting from overspending for specific purposes for which amounts had been restricted, committed, or assigned. F. Accounting and Reporting Change For the year ended December 31, 2023, the City implemented guidance for the presentation and disclosure of leases. These changes were in response to the provisions of GASB Statement No. 96, Subscription Based IT Arrangement (SBITA). As a result, the impacts to the City related to the adoption of the new SBITA requirements includes: x Beginning balances for SBITA liabilities presented on the Schedule of Long-Term Liabilities have been restated to reflect implementation of these requirements. x Information regarding the City’s IT arrangements are presented in Note 2 – Subscription Based IT Arrangements (SBITA). x SBITA capital assets on the Government-wide Statement of Net Position NOTE 2: Subscription Based IT Arrangements (SBITA) Page 76 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report For the year ended 12/31/2023, the financial statements include the adoption of GASB Statement No. 96, Subscription Based Information Technology Arrangements (SBITA). The primary objective of this statement is to enhance the relevance and consistency of information about governments' SBITA activities. This statement establishes a single model for SBITA accounting based on the principle that SBITA are financings of the right to use another party’s IT software, alone or in combination with tangible capital assets as specified in the contract for a period of time in an exchange or exchange-like transactions. With the implementation of GASB Statement No. 96, all existing and newly acquired SBITA were analyzed and classified as either qualified or non-qualified arrangements. Under this Statement, the City is required to recognize a SBITA liability and an intangible right-to-use SBITA asset, for all qualified arrangements. For additional information, refer to the disclosures below. The City maintains SBITA agreements for many different software programs. Payments are made periodically based on each individual contract term. Principal payments made through the current year for qualified SBITA were $806,879 with $23,534 charged to interest. Future principal and interest lease payments as of December 31, 2023, were as follows: NOTE 3: DEPOSITS AND INVESTMENTS Summary of Deposit and Investment Balances Reconciliation of the City’s deposits and investment balances as of December 31, 2023, is as follows: Asset Class Subscription Asset Value Accumulated Amortization Software 2,228,106 806,879 Total Subscriptions 2,228,106 806,879 Amount of Subscription Assets by Major Classes of Underlying Asset As of Fiscal Year-end Fiscal Year Principal Payments Interest Payments Total Payments 2024 703,411 36,831 740,243 2025 679,219 18,316 697,535 2026 8,468 225 8,693 Total Principal Payments 1,391,098 Total Remaining Liability 1,391,098 Principal and Interest Requirements to Maturity Governmental Activities Page 77 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Deposits Custodial Credit Risk Custodial credit risk for deposits is the risk that in the event of a failure of a depository financial institution, the City would not be able to recover deposits or will not be able to recover collateral securities that are in possession of an outside party. The City’s deposits and certificates of deposit are mostly covered by federal depository insurance (FDIC) or by collateral held in a multiple financial institution collateral pool administered by the Washington Public Deposit Protection Commission (WPDPC). The FDIC insures the first $250,000 of the City’s deposits. The deposit balances over $250,000 are insured by the WPDPC. The City does not have a deposit policy for custodial credit risk beyond the requirements of state statute. Washington State law restricts deposit of funds to financial institutions physically located in Washington unless otherwise expressly permitted by statute and authorized by the WPDPC. State statute permits additional amounts to be assessed on a pro rata basis to members of the WPDPC pool in the unlikely event the pool’s collateral should be insufficient to cover a loss. Investments It is the City’s policy to invest all temporary cash surpluses. The interest on these investments is prorated to the various funds. Investments are stated at fair value based on quoted market prices in accordance with GASB Statement No. 72, Fair Value Measurement and Application. Accordingly, the change in the fair-value of investment is recognized as an increase or decrease to the investment assets and investment income. Interest income on investments is recognized in non-operating revenue as earned. Changes in fair value of investments are recognized on the statements of Revenues, Expenses, and Changes in Net Position. Investments are subject to the following risks. Interest Rate Risk Government Wide Fiduciary Funds Cash on Hand 7,550 - Deposits with Private Financial Institutions 96,112,860 4,236,201 Deposits in transit 372,577 - Outstanding Checks (6,716,340) - Deposits in State LGIP 84,533,939 - Total Deposits 174,310,587 4,236,201 Investments 4,764,670 8,317,611 Total Investments 4,764,670 8,317,611 Page 78 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Interest Rate Risk is the risk the City may face should interest rate variances affect the fair value of investments. In accordance with its investment policy, the City manages its exposure to declines in fair value by limiting the maturity of investments. To achieve its financial objective of maintaining liquidity to meet all operating requirements, the City typically selects investments that have shorter average maturities. The following table depicts Weighted Average Maturity (WAM) for all City investments with maturities, by number of months. In addition to the interest rate risk disclosed below, the City includes investments with fair value highly sensitive to interest rate changes. Credit Risk Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. State law and the City investment policy limit investments to those authorized by State Statute. The City of Pasco holds investments in U.S. Government Agency Securities, the Local Government Investment Pool (LGIP) and demand deposits at U.S. Bank. The investment policy for “credit risk” does not extend beyond the types of authorized investments and the concentration of credit risk described below. As of December 31, 2023, the City’s investments in agency securities were all rated AAA. The LGIP is not rated and registered with the SEC and the fair value of the city’s position in the pool is the same as the value of the pool shares. The LGIP is regulated by the state of Washington’s state finance committee in accordance with RCW 43.250. Credit risk is limited as most investments are either obligations of the U.S. Government, government sponsored enterprises, insured demand deposit accounts or certificates of deposit. Investment Type Fair Value Less than 1 year 1 to 5 years 6 to 10 years % of Total Portfolio SBA Participation 15,006$ 15,006$ -$ -$ 0.31% Federal Farm Credit Bank 942,787 942,787 - - 19.79% Federal Home Loan Bank 1,922,194 1,922,194 - - 40.34% Federal National Mortgage Association 1,884,683 1,884,683 - - 39.56% Total Debt Securties 4,764,670$ 4,764,670$ -$ -$ 100.00% Investment Maturities (in Years) Maturity Date # of Months to Maturity Fair Market Value as 12/31/23 % of total WAM 02/01/2027 37 15,006 0.31% 0.158884 11/25/2024 11 1,922,194 40.34% 6.298135 12/01/2025 23 1,884,683 39.56% 6.571615 06/17/2025 18 942,787 19.79% 3.561666 16 4,764,670$ 100.00% 22.580372 Calculation of Weighted Average Maturity (WAM) Page 79 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Concentration of Credit Risk Concentration of credit risk is the risk of loss attributed to the magnitude of a government’s investment in a single issuer. It is the policy of the city to diversify its investment portfolio to eliminate the risk of loss resulting from overconcentration of assets in a specific class of securities. The table below identifies the types of investments, concentration of investments in any one issuer, and maturities of the City's investment portfolio as of December 31, 2023. Local Government Investment Pool The city is a participant in the Local Government Investment Pool, which was authorized by Chapter 294, Laws of 1986, and is managed and operated by the Washington State Treasurer. The State Finance Committee is the administrator of the statute that created the pool and adopts rules. The State Treasurer is responsible for establishing the investment policy for the pool and reviews the policy annually and proposed changes are reviewed by the LGIP advisory Committee. The Office of the State Treasurer prepares a stand-alone LGIP financial report. A copy of the report is available from the Office of the State Treasurer, PO Box 40200, Olympia, Washington 98504- 0200, online at http://www.tre.wa.gov. Investments Reported as Cash Equivalents as of December 31, 2023 Amortized Cost Less than 1 Year Local Government Investment Pool $84,532,864 $84,532,864 In addition to the City of Pasco investments presented in the series of tables following this section, the City’s Old Fire Pension and Old Fire OPEB Funds report the following investments in their Trust Funds: ISSUER *FAIR VALUE AT 12/31/23 PERCENTAGE SBA Participation 15,006 0.31% Federal Farm Credit Bank - 0.00% Federal Home Loan Bank 1,922,194 40.34% Federal Farm Credit Bank 942,787 19.79% Federal National Mortgage Association 1,884,683 39.56% TOTAL 4,764,670$ 100% *All investments were measured at Level 2, Significant Other Observable Inputs. Page 80 CCityy off Pasco,, Washingtonn 202 33 Annuall Comprehensivee Financiall Reportt Investments Measured at Fair Value The City measures and reports investments at fair value using the valuation input hierarchy established by Generally Accepted Accounting Principles (GAAP), as follows: Level 1: Quoted prices in active markets for identical assets or liabilities. Level 2: These are quoted market prices for similar assets or liabilities, quoted prices for identical or similar assets or liabilities in markets that are not active, or other than quoted prices that are not observable. Level 3: Unobservable inputs for an asset or liability. Safekeeping for the City’s investments is provided by U.S. Bank. U.S. Bank contracts with Independent Directors Council (IDC) to provide fair market values of investments monthly. The pricing methodology varies depending on multiple components, including if an investment is being actively traded. In depth pricing methodology is available from IDC. As of December 31, 2023, the City had the following investments measured at fair value: NOTE 4: PROPERTY TAXES The county treasurer acts as an agent to collect property taxes levied in the county for all taxing authorities. Collections are distributed by the 10th day of the following month. Page 81 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Property taxes are recorded as a receivable and revenue when levied, offset by deferred revenue. Property tax collected in advance of the fiscal year to which it applies is recorded as a deferred inflow and recognized as revenue of the period to which it applies. No allowance for uncollectible tax is established because delinquent taxes are considered fully collectible. Prior year tax levies were recorded using the same principle and delinquent taxes are evaluated annually. As of 12/31/23 delinquent taxes totaled $204,951. The City may levy up to $3.60 per $1,000 of assessed valuation for general governmental services subject to two limitations: a. Chapter 84.55.010 of the Revised Code of Washington limits the growth of non-voted property taxes to the lesser of 1% per year, or the Implicit Price Deflator. Adjustments for new construction and annexations are excluded from this calculation. b. The Washington State Constitution limits the total regular property taxes to one percent of assessed valuation or $10 per $1,000 of value. If the taxes of all districts exceed this amount, each is proportionately reduced until the total is at or below the one percent limit. The City’s regular levy for 2023 was $1.28754 per $1,000 on an assessed valuation of $9,752,006,225. This resulted in a total regular levy of $12,555,023 for 2023. The City did not levy any taxes for special levies in 2023. NOTE 5: CAPITAL ASSETS AND CWIP Capital asset activity for the year ended December 31, 2023, was as follows: January 1 Taxes are levied and become an enforceable lien against properties. February 14 Tax bills are mailed. April 30 First of two equal installment payments is due. May 31 Assessed value of property established for next year's levy at 100% of market value. October 31 Second installment is due. Property Tax Calendar Page 82 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Depreciation expense by function: Governmental Activities: Beginning Balance 01/01/23 Prior Period Adjustments Adjusted Beginning Balance 01/01/23 Current Period Increases Current Period Decreases Ending Balance 12/31/23 Capital assets, not being depreciated Land 25,789,159$ -$ 25,789,159$ 715,966$ -$ 26,505,125$ Construction in process 33,632,348 619,926 34,252,274 38,346,084 5,948,075 66,650,283 Total capital assets, not being depreciated 59,421,507 619,926 60,041,433 39,062,050 5,948,075 93,155,408 Capital assets, being depreciated: Building & structure 67,287,431 - 67,287,431 2,265,575 - 69,553,006 Improvements Other than buildings 12,996,425 - 12,996,425 133,638 - 13,130,063 Machinery and equipment 22,820,663 - 22,820,663 2,629,952 359,187 25,091,428 Infrastructure 325,611,709 - 325,611,709 31,008,814 - 356,620,523 Right-to-use- lease assets 2,838,138 - 2,838,138 4,039,414 - 6,877,552 Subscription assets - - - 2,228,106 - 2,228,106 Total capital assets being depreciated/amortized 431,554,366 - 431,554,366 42,305,499 359,187 473,500,678 Less accumulated depreciation: Building & structure 18,247,266 - 18,247,266 1,647,259 - 19,894,525 Improvements other than building 4,476,540 - 4,476,540 418,627 - 4,895,167 Machinery and equipment 13,161,200 - 13,161,200 736,861 313,117 13,584,944 Infrastructure 149,510,555 - 149,510,555 13,551,185 - 163,061,740 Right-to-use- lease assets 442,434 - 442,434 3,399,124 - 3,841,558 Subscription assets - - 806,879 - 806,879 Total accumulated depreciation/amortized, net 185,837,995 - 185,837,995 20,559,935 313,117 206,084,813 Total capital assets, being depreciated, net 245,716,371 - 245,716,371 21,745,564 46,070 267,415,865 Governmental activities capital assets net 305,137,878$ 619,926$ 305,757,804$ 60,807,614$ 5,994,145$ 360,571,273$ Business Type Activities: Beginning Balance 01/01/23 Prior Period Adjustments Adjusted Beginning Balance 01/01/23 Current Period Increases Current Period Decreases Ending Balance 12/31/23 Capital assets, not being depreciated Land 4,596,533 - 4,596,533 278,870 - 4,875,403 Construction in process 45,213,707 (529,254) 44,684,453 59,617,107 1,859,158 102,442,402 Total capital assets, not being depreciated 49,810,240 (529,254) 49,280,986 59,895,977 1,859,158 107,317,805 Capital assets, being depreciated: Building & structure 87,827,554 - 87,827,554 - - 87,827,554 Other Improvements 583,605 - 583,605 - - 583,605 Machinery and equipment 18,189,189 - 18,189,189 1,675,638 232,129 19,632,698 Infrastructure 194,895,649 - 194,895,649 5,392,410 - 200,288,059 Total capital assets being depreciated 301,495,997 - 301,495,997 7,068,048 232,129 308,331,916 Less accumulated depreciation: Building & structure 26,138,545 - 26,138,545 1,957,670 - 28,096,215 Other Improvements 50,383 - 50,383 17,741 - 68,125 Machinery and equipment 8,787,062 - 8,787,062 986,441 232,129 9,541,376 Infrastructure 51,925,749 - 51,925,749 4,446,962 - 56,372,712 Total accumulated depreciation 86,901,739 - 86,901,739 7,408,814 232,129 94,078,428 Total capital assets, being depreciated, net 214,594,258 - 214,594,258 (340,766) - 214,253,488 Business activities capital assets net 264,404,498$ (529,254)$ 263,875,244$ 59,555,211$ 1,859,158$ 321,571,293$ Page 83 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Construction commitments The City of Pasco has active construction projects as of December 31, 2023. The projects include street construction and various utility related projects. At year end, the city’s commitments with contractors are as follows: NOTE 6: INTER-FUND BALANCES AND TRANSFERS Inter-fund loans The composition of inter-fund loan balances as of December 31, 2023, are presented in the following table. These loans are included in the fund financial statements but eliminated from the government wide statement of net assets because they are internal borrowings. There are also one day loans from the general fund totaling $4,926,893 for funds with negative cash at year end that Governmental activities: General government 1,256,912$ Public Safety 4,521,539 Transportation 13,579,396 Economic environment 161,420 Culture & recreation 1,040,668 Total depreciation expense - governmental activities 20,559,935$ Business-type activities: Water 2,708,166$ Irrigation 643,888 Sewer 2,514,834 Process water reuse facility 1,269,058 Stormwater 272,868 Total depreciation expense- business-type activities: 7,408,814$ CATEGORY PROJECT NAME SPENT TO DATE REMAINING COMMITMENT Transportation Lewis Street Overpass 21,972,941 4,082,100 Transportation City Wide Traffic Signal Improvements ? Phase 2 4,256,349 356,073 Transportation Argent Road Widening - Phase 3 (Road 36 to Saraceno)1,867,330 1,605,313 Transportation Road 100 Interchange Improvements East/Westbound Ramps 765,501 5,422,675 Economic Development Animal Shelter Facility (B)3,230,609 1,129,476 General Government GESA Stadium Improvement 983,904 799,584 Parks and Recreation A Street Sports Complex Phase 1 1,283,041 100,754 Sewer Riverview East Lift Station /Road 52 & Pearl Street Lift Station 867,567 71,293 Sewer WWTP Improvements Phase 1 17,405,733 853,668 Sewer WWTP Improvements Phase 2A 571,765 13,425,152 Sewer WWTP Improvements Phase 2B 4,687,588 2,108,970 Sewer East UGA Expansion Sewer LID 152, Phase 1 1,654,917 621,351 Sewer East UGA Expansion Sewer LID 152, Phase 3 1,377,243 2,314,123 Sewer East UGA Expansion Sewer LID 152, Phase 4 2,351,585 3,342,136 Water Reservoir Storage Tank Zone 3 13,423,347 3,659,073 Process Water Reuse Facility PWRF Pretreatment Improvements (Phase 2) Winter Storage Pond 7,539,215 24,049,032 TOTAL 84,238,636 63,940,773 Page 84 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report are classified as due from transactions on the balance sheet governmental funds. The composition of due to and due from balances as of December 31, 2023, are presented in the following table. Inter-fund transfers Transfers between funds during the year ended December 31, 2023, are as follows: Transfers are used to 1) move unrestricted general fund revenues to finance various programs that the government must account for in other funds in accordance with budgetary authorizations, including amounts provided as subsidies or matching funds for various grant programs; 2) move investment earnings or operating subsidies from one fund to its designated, authorized purpose carried out by another fund; 3) move resources designated for construction to and from construction funds as projects are created and/or completed. Loan Purpose Nonmajor Debt Service Water/Sewer Utility Total Equipment Replacement ULID Financing - 2,286,751 2,286,751 Nonmajor Special Revenue LID Financing 17,635 - 17,635 17,635$ 2,286,751$ 2,304,386$ IN T E R F U N D L O A N S DU E F R O M INTERFUND LOANS DUE TO Total Nonmajor Special Revenue Major Construction Total General Fund 547,400$ $ 4,379,493 4,926,893$ Total 547,400$ 4,379,493$ 4,926,893$ DU E F R O M DUE TO General Nonmajor Special Revenue Major ARPA Total General -$ 315,014$ 265,480$ 580,494$ Nonmajor Special Revenue 2,852,529 15,096 168,414 3,036,039 Major Construction 9,218,308 13,482,715 26,793 22,727,816 Major Utility - - 5,915,111 5,915,111 Total 12,070,837$ 13,812,825$ 6,375,798$ 32,259,460$ TRANSFER FROM TR A N S F E R T O Page 85 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report There were one-time transfers for grant purpose between several special revenue funds, the general fund, and the construction funds. There were on-going transfers to move grant support from the Community Development Block Grant fund to the general fund for qualified grant activities, and from the general fund to the ambulance fund. NOTE 7: CHANGES IN LONG-TERM LIABILITIES Changes in long-term liabilities - governmental. The City liquidates most governmental debt service, leases, SBITA, pension and OPEB liabilities from the General Fund. The only debt service not liquidated from the General Fund is debt related to the Gesa Stadium improvements which is repaid from the Stadium Fund. Compensated absences are mainly liquidated from General, Street and Ambulance funds. The fund for which the liability is incurred is responsible for liquidating the liability. The average percentage of usage of compensated absences varies significantly between governmental and business-type funds, therefore the City uses a three-year average usage percentage for projecting compensated absences due within one year. This method is the most accurate by following the current trend for each type of funds. Internal service funds predominantly serve the governmental funds, and their long-term liabilities are included as part of the totals for governmental activities. The table below reflects the change in Long-Term Liabilities for Governmental activities for year ended December 31, 2023. Changes in long-term liabilities – business-type. All business-type funds liquidate their own compensated absences, judgements, and claims. The table below reflects the change in Long-Term Liabilities for Business-Type activities for year ended December 31, 2023. GOVERNMENTAL ACTIVITIES Beginning Balance 01/01/2023 Additions Reductions Ending Balance 12/31/23 Due Within One Year General Obligation Bonds 23,010,000$ 12,600,000$ 945,000$ 34,665,000$ 1,270,000$ Premiums 3,884,541 967,063 151,850 4,699,754 200,203 Total GO Bonds Payable 26,894,541 13,567,063 1,096,850 39,364,754 1,470,203 HUD Section 108 Loan 3,401,000 - 190,000 3,211,000 190,000 Compensated Absences 3,616,614 3,591,371 3,210,590 3,997,395 3,042,998 Leases 1,973,069 4,613,189 749,128 5,837,130 1,118,845 Subscription based IT arrangements - 2,228,106 837,008 1,391,098 703,412 OPEB Liabilities 8,499,941 - 1,813,530 6,686,411 526,997 Pension Liabilities 1,916,891 - 68,041 1,848,849 458,018 Governmental Activity Long-Term Activity 19,407,515 10,432,666 6,868,297 22,971,883 6,040,270 Total Governmental Activity Long-Term Activity 46,302,056$ 23,999,729$ 7,965,147$ 62,336,637$ 7,510,473$ Page 86 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report NOTE 8: LONG TERM DEBT The City issues general obligation bonds to finance capital improvements such as street projects, softball fields, library improvements, police station and other municipal facilities. Bonded indebtedness has also been entered into in prior years to advance refund several general obligation and revenue bonds. General obligation bonds have been issued for both general government and business-type activities and are being repaid for the applicable resources. Revenue bonds are issued to finance capital facilities, facility improvements and equipment purchases for the City’s utilities. Governmental debt is considered obligations of the general government and is repaid with general governmental resources. Proprietary fund revenues are used to repay revenue and refunding bonds as well as certain loans to proprietary funds. Governmental Debt The City’s outstanding general obligation bonds are comprised of a 2015 bond issue that funded the construction of a new police station and a 2019 bond issue to fund the construction of two fire stations, improvements to the Gesa Stadium and the City’s contribution the construction of the Tri-City Animal Shelter. There was a bond issue in 2023 for the purpose of an annex building to the Tri-City Animal Shelter, City pool improvements, City Hall improvements and additional improvements to the Gesa Stadium. A Public Safety Sales tax of three-tenths of one percent, implemented in 2012 was identified as the source of repayment of the 2015 bond. These issues are repaid from the General Fund, except for the Gesa Stadium bond which is repaid from the Stadium Fund. During 2021, the City received a loan from the U.S. Department of Housing and Urban Development (HUD) for the Peanuts Park Restoration Project. This loan will be repaid from HUD CDBG annual grant allocations. General obligation bonds outstanding as of December 31, 2023, are as follows: BUSINESS TYPE ACTIVITIES Beginning Balance 01/01/2023 Additions Reductions Ending Balance 12/31/23 Due Within One Year Revenue Bonds 46,920,000$ 33,245,000$ (6,235,000)$ 73,930,000$ 2,545,000$ Premiums 2,356,662 1,506,970 (131,308) 3,732,324 207,754 Total Bonds Payable 49,276,662 34,751,970 (6,366,308) 77,662,324 2,752,754 State Loans 37,685,091 32,936,655 (1,534,163) 69,087,583 2,701,691 External Loan 914,171 - (140,480) 773,691 144,950 Compensated Absences 350,703 67,846 - 418,549 379,860 Pension Liabilities 686,130 - 27,901 658,229 211,478 Asset Retirement Obligation 10,363 469 - 10,832 - Total Loans & Other 39,646,458 33,004,970 (1,646,742) 70,948,884 3,437,979 Business Activity Long-Term Activity 88,923,120 67,756,940 (8,013,050) 148,611,208 6,190,733 Total Changes in Business Type & Governmental Long-Term Liabilities 135,225,176$ 91,756,669$ (47,903)$ 210,947,846$ 13,701,206$ Page 87 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The annual debt service requirements to maturity for general obligation bonds and loans is presented in the following table. Purpose Issuance Amount Final Maturity Interest Rates Outstanding as of December 31, 2023 Due Within 1 Year 2015 LTGO Police Station 8,795,000 12/1/2035 3.00%-4.00% 6,050,000$ 405,000$ 2019 LTGO Fire Stations 14,800,000 12/1/2049 4.00%-5.00%13,132,300 479,700 2019 LTGO Gesa Stadium 1,645,000 12/1/2049 4.00%-5.00% 1,441,350 52,650 2019 LTGO Animal Shelter 1,645,000 12/1/2049 4.00%-5.00% 1,441,350 52,650 2023 LTGO Animal Shelter - Annex 1,638,000 12/1/2043 5.00% 1,638,000 36,400 2023 LTGO Fire Stations 7,938,000 12/1/2043 5.00% 7,938,000 176,400 2023 LTGO Pool Improvments 1,134,000 12/1/2043 5.00% 1,134,000 25,200 2023 LTGO City Hall Improvements 756,000 12/1/2043 5.00% 756,000 16,800 2023 LTGO Gesa Stadium 1,134,000 12/1/2043 5.00% 1,134,000 25,200 34,665,000$ 1,270,000$ Purpose Issuance Amount Final Maturity Interest Rates Outstanding as of December 31, 2023 Due Within 1 Year 2021 HUD Section 108 Loan1 3,781,000$ 08/01/2040 0.350-4.35% 3,211,000$ 190,000$ 3,211,000 190,000 37,876,000$ 1,460,000$ GOVERNMENTAL DEBT - BONDS Total Governmental Debt GOVERNMENTAL DEBT -LOANS Total Governmental Type Debt 1HUD Section 108 Loan is to fund the Peanut Park Restoration Project Year Ending December 31 Principal Interest Total Debt Service 2024 1,460,000 1,868,300 3,328,300 2025 1,640,000 1,678,875 3,318,875 2026 1,700,000 1,606,482 3,306,482 2027 1,770,000 1,531,137 3,301,137 2028 1,835,000 1,452,335 3,287,335 2029-2033 9,430,000 6,002,056 15,432,056 2034-2038 7,836,000 4,050,046 11,886,046 2039-2043 7,675,000 2,280,351 9,955,351 2044-2048 3,680,000 782,000 4,462,000 2049 850,000 42,500 892,500 TOTAL 37,876,000$ 21,294,082$ 59,170,082$ GOVERNMENTAL DEBT Page 88 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Business-Type Debt In 2023, the City’s Water/Sewer utility continued the construction of projects supported by a $9.4 million revenue bond that was issued at the end of 2017. The purpose of the bond was to provide funding and reimbursement for multiple sewer capital projects. The projects include upgrades and replacement of several sewer lift stations, treatment plant upgrades, relining projects and certain immediate needs projects identified by staff and consultants. These bonds will be repaid from revenues from the Water/Sewer utility. In 2023, the City refunded 2 bonds and issued $10.2 million revenue bond for Reuse Facility improvements and issued $21.37 million revenue bonds for Water, Irrigation and Storm projects. In 2023 the City received two Department of Ecology loans one for Sewer Treatment Plant improvements and one for Reuse Facility improvements, a Department of Commerce CERB loan for Reuse Facility improvements and a Department of Health safe drinking water loan for Butterfield Water Treatment Plant. The City is also liable for three Department of Ecology loans two for Sewer improvements and one for Reuse Facility: Drinking Water Loan for the Columbia Water Supply Project. The Columbia Water Supply Project was completed in 2018. Two Drinking Water Loan for West Pasco Water Treatment Plant; Two Public Works Board loans for pre-construction of Reuse Facility improvements and Water Reservoir Storage Tank Zone 3. The City is also liable for a local loan from the Hanford Area Economic Investment Fund Advisory Committee (HAEIFAC) for improvements for the Reuse Facility. As of December 31, 2023, restricted cash and investments in the proprietary funds contain $1,932,965 in sinking funds and reserves as required by bond indentures. Revenue Bonds, General Obligation Bonds and Loans outstanding for Business-Type Accounts are as follows: Purpose Issuance Amount Final Maturity Interest Rates Outstanding as of December 31, 2023 Due Within 1 Year 2013A Sewer Capital Projects 2,520,000$ 12/01/2028 3.00%-4.00% -$ -$ 2013T Capital Projects Reuse Facility 7,235,000 12/01/2028 .69%-4.89% - - 2015 Water/Sewer Capital Projects 14,380,000 12/01/2040 2.00%-5.00%11,155,000 270,000 2017 Sewer Improvement Revenue Bonds1 9,415,000 12/01/2042 3.30%-4.00% 9,415,000 - 2020A Water/Sewer Revenue Bond 7,135,000 12/01/2029 4.00%-5.00% 5,025,000 760,000 2020B PWRF Revenue Bond 16,415,000 12/01/2050 1.17%-3.57%15,090,000 390,000 2023A Water/Sewer Revenue Bond8 20,845,000 12/01/2043 3.29%-4.43% 20,845,000 570,000 2023B PWRF Revenue Bond9 12,400,000$ 12/01/2043 5.34%-6.00% 12,400,000 555,000 73,930,000$ 2,545,000$ 1 This bond requires interest-only payments until 2030. BUSINESS TYPE DEBT -BONDS Page 89 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The annual debt service requirements to maturity for all Business-Type debt is as follows: For financial statement presentation the City’s non-current portion of bonds payable are presented net of premium and discounts. Current bonds payable reflects actual principal payments including Purpose Issuance Amount Final Maturity Interest Rates Outstanding as of December 31, 2023 Due Within 1 Year DM15-952-037 Columbia Water Supply Project 6,810,430$ 10/01/2034 1.50% 4,396,227$ 399,657$ DWL26037 DWSRF WP WTP Ph 1 2 5,050,000 10/01/2040 1.75% 5,097,569 299,857 DWL27107 DWSRF WP WTP Ph 2 7 9,753,259 10/01/2042 1.75% 5,895,205 310,274 PC22-96103-049 Reservoir Storage Tank Zone 3 10,000,000 06/01/2041 0.94%9,645,542 535,863 PCL28205 DWSRF Butterfield WTP PH 10 510,000 10/01/2033 0.00% 23,636 2,364 WQC-2021-Pasco-00020 Clean Water Preservation 5,532,429 06/30/2044 1.20% 5,149,124 90,034 WQC-2024-Pasco-00007 Clean Water Preservation 26,283,195 06/30/2044 1.20%5,500,000 WQC-2022-Pasco-00044 Water Quality Sewer6 21,511,498 06/30/2044 1.90%18,828,525 603,056 HAEIFAC - Reuse Facility Improvement Loan 1,500,000 07/01/2028 3.20% 773,691 144,949 PR18-96103-065 PWRF Pre-treatment Improvemen 1,000,000 06/01/2024 0.84% 418,535 418,535 S23-790A0-257 Dept of Commerce CERB11 4,250,000 07/31/2044 2.00% 4,250,000 - WQC-2021-Pasco-00044 Clean Water Preservation 1,500,000 06/30/2044 1.20% 1,500,000 42,051 WQC-2024-Pasco-00091 Clean Water Preservation 34,934,159$ 06/30/2045 1.20%8,383,220 69,861,274 2,846,640 7 Total Business Type Debt 143,791,274$ 5,391,640$ 1This bond requires interest only payments until 2030. 2New DWSRF loan issued by the Water/Sewer Utility in 2022 to be used for Water/Sewer infrast ructure improvements. DWSRF has held back 500,000 in reimbursement until project is complete 4 2024 Department of Ecology Loan- Water Quality Combined Financial Assistance to be used for WWTP infrastructure Total loan $26,283,195 recorded draw $5,500,000 6WQC-2021-Pasco-00044 Clean Water loan is approved for $21,511,498 and recorded draws $18,828,525 7DWL27107 DWSRF WPWTP Ph2 2 loan is approved for $9,753,259. and recorded draws $6,003,919 8New revenue bonds issued by the Water/Sewer Utility in 2023 to be used for Utility infrastructure improvements. 9New revenue bonds issued by the PWRF in 2023 to be used for PWRF infrastructure improvements. 10New DWSRF Loan in the amount of $510,000 drawn to date $23,636 11New CERB Dept of Commerce loan in the amount of 4,250,000 fully drawn used for PWRF improvements 5WQC-2021-Pasco-00020 Clean Water loan was approved $4,932,429 amended in 2023 600k added total of 5,532,429. Recorded draws of $5,149,124. In procees of amending loan by $383,305. Final draw has been made in amt of $5,149,124 BUSINESS TYPE DEBT -LOANS 3 2024 Department of Ecology Loan- Water Quality Combined Financial Assistance to be used for WWTP total loan $34,934,159 drawn to date $8,383,220 Dept of Commerce has held back 500,000 in reimbursement until project is complete Year Ending December 31 Principal Interest Total Debt Service 2024 5,391,641$ 4,040,754$ 9,432,395$ 2025 6,026,370 3,946,133 9,972,503 2026 6,287,378 3,937,892 10,225,270 2027 6,752,276 3,761,569 10,513,845 2028 6,900,114 3,574,588 10,474,702 2029-2033 33,492,855 15,218,333 48,711,188 2034-2038 36,590,133 10,261,054 46,851,187 2039-2043 34,514,035 4,433,845 38,947,880 2044-2048 6,216,472 719,427 6,935,899 2049-2053 1,620,000 87,335 1,707,335 TOTAL 143,791,274$ 49,980,930$ 193,772,204$ BUSINESS TYPE DEBT Page 90 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report the current portion of the amortized premium due within one year. The following table illustrates the breakdown by fund type for current and non-current bonds payable and the effect of premium or discount on balances. Balances shown are as of December 31, 2023. Special Assessment Debt Local improvement districts (LID's) are created for the primary purposes of constructing streets, storm drainage, sidewalk, street lighting, water, and sewer improvements. The principal and interest on the bond issues are expected to be paid solely from special assessments collected. The assessments are liens against the property and are subject to foreclosure. The LID Guarantee Fund ended the year with a balance of $432,906. There is no external debt issue for local improvement districts, all outstanding debt is internally funded through inter-fund loans. See details in Note 6: Inter-fund Balances and Transfers NOTE 9: LEASES Beginning in fiscal year 2022, the financial statements include the adoption of GASB Statement No. 87, Leases. The primary objective of this statement is to enhance the relevance and consistency of information about governments' leasing activities. This statement establishes a single model for lease accounting based on the principle that leases are financings of the right to use an underlying asset. With the implementation of GASB Statement No. 87, all existing and newly acquired leases were analyzed and classified as either qualified or non-qualified leases, for both lessee and lessor positions. Under this Statement, a lessee is required to recognize a lease liability and an intangible right-to-use lease asset, and a lessor is required to recognize a lease receivable and a deferred inflow of resources for all qualified leases. For additional information, refer to the disclosures below. City as a Lessee The City is a lessee of various leases for buildings and vehicles. Payments are made periodically based on each individual contract term. Principal payments made through the current year for qualified lease agreements were $755,389 with $215,204 charged to interest. Future principal and interest lease payments as of December 31, 2023, were as follows: Bonds Governmental Business Type Total Current Bonds Payable 945,000$ 2,095,000$ 3,040,000$ Bond Premium/Discounts - 126,899 126,899 Total Current Bonds Payable 945,000 2,221,899 3,166,899 Non Current - Bonds Payable 22,065,000 44,825,000 66,890,000 Bond Premium/Discounts - 22,297,963 22,297,963 Total Non Current Bonds Payable 22,065,000 67,122,963 89,187,963 Total Bonds Payable 23,010,000 46,920,000 69,930,000 Total Bond Premium/Discounts - 22,424,862 22,424,862 Total Bonds Payable (Net of Premium/Discounts ) 23,010,000$ 69,344,862$ 92,354,862$ Page 91 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report City as a Lessor The City is a lessor of various leases for land, buildings and infrastructure. These leases each have varying length terms bases on each individual contract term. The City recognized principal lease revenue of $489,990 and interest revenue of $33,771 for qualified lease agreements. Future lease principal and interest revenue receipts as of December 31, 2023, were as follows: Page 92 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report NOTE 10: RISK MANAGEMENT City of Pasco is a member of the Washington Cities Insurance Authority (WCIA). Utilizing Chapter 48.62 RCW (self-insurance regulation) and Chapter 39.34 RCW (Interlocal Cooperation Act), nine cities originally formed WCIA on January 1, 1981. WCIA was created for the purpose of providing a pooling mechanism for jointly purchasing insurance, jointly self-insuring, and / or jointly contracting for risk management services. WCIA has a total of 169 members. New members initially contract for a three-year term, and thereafter automatically renew on an annual basis. A one-year withdrawal notice is required before membership can be terminated. Termination does not relieve a former member from its unresolved loss history incurred during membership. Liability coverage is written on an occurrence basis, without deductibles. Coverage includes general, automobile, police, errors or omissions, stop gap, employment practices, prior wrongful acts, and employee benefits liability. Limits are $4 million per occurrence in the self-insured layer, and $16 million in limits above the self-insured layer is provided by reinsurance. Total limits are $20 million per occurrence subject to aggregates and sublimits. The Board of Directors determines the limits and terms of coverage annually. All Members are provided a separate cyber risk policy and premises pollution liability coverage group purchased by WCIA. The cyber risk policy provides coverage and separate limits for security & privacy, event management, and cyber extortion, with limits up to $1 million and subject to member deductibles, sublimits, and a $5 million pool aggregate. Premises pollution liability provides Members with a $2 million incident limit and $10 million pool aggregate subject to a $100,000 per incident Member deductible. Insurance for property, automobile physical damage, fidelity, inland marine, and equipment breakdown coverage are purchased on a group basis. Various deductibles apply by type of coverage. Property coverage is self-funded from the members’ deductible to $1,000,000, for all perils other than flood and earthquake, and insured above that to $400 million per occurrence subject to aggregates and sublimits. Automobile physical damage coverage is self-funded from the members’ deductible to $250,000 and insured above that to $100 million per occurrence subject to aggregates and sublimits. In-house services include risk management consultation, loss control field services, and claims and litigation administration. WCIA contracts for certain claims investigations, consultants for personnel and land use issues, insurance brokerage, actuarial, and lobbyist services. WCIA is fully funded by its members, who make annual assessments on a prospectively rated basis, as determined by an outside, independent actuary. The assessment covers loss, loss adjustment, reinsurance and other administrative expenses. As outlined in the interlocal, WCIA retains the right to additionally assess the membership for any funding shortfall. An investment committee, using investment brokers, produces additional revenue by investment of WCIA’s assets in financial instruments which comply with all State guidelines. A Board of Directors governs WCIA, which is comprised of one designated representative from each member. The Board elects an Executive Committee and appoints a Treasurer to provide Page 93 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report general policy direction for the organization. The WCIA Executive Director reports to the Executive Committee and is responsible for conducting the day-to-day operations of WCIA. The City is self-insured for medical and dental coverage for its employees. A third-party administrator, Benefits Management, Inc., processes all claims for reimbursement. The third-party administrator provides utilization management services and requires pre-authorization for all non- emergency hospital confinements. The City currently maintains four months (16 weeks) of program expense in cash reserves for medical and dental claims. Program expense includes average claims as well as administrative and third-party provider costs. To limit the exposure for large claims, the City purchases individual stop-loss coverage from a commercial insurance carrier that limits the City's exposure for claim losses to $100,000 per individual. The number of medical/dental claims in excess of commercial insurance for the last three years are: 2021 2022 2023 $5,928,124 $6,604,033 $7,424,274 NOTE 11: JOINT AGREEMENT/JOINT VENTURES A. Bi-County Police Information Network The Bi-County Police Information Network (BI-PIN) was established November 24, 1982, when an Interlocal Agreement was entered into by eight participating municipal corporations; the cities of Kennewick, Pasco, Richland, Connell West Richland, and Prosser, and Benton and Franklin Counties. BI-PIN was established to assist the participating police and sheriff's departments in the deterrence and solution of criminal incidents. BI-PIN is served by an Executive Committee composed of the City Manager of each of the cities and a member from each of the Boards of County Commissioners of Benton and Franklin Counties. A liaison from the Bi-County Chiefs and Sheriffs is an ex officio, non-voting member. The allocation of financial participation among the participating jurisdictions is based upon the approved budget for that year and is billed quarterly in advance to each agency. On dissolution of the Interlocal Agreement, the net position will be shared based upon participant contribution. Effective January 1, 1992, the City of Kennewick assumed responsibility for operation of the BI-PIN system. As the Operating Jurisdiction, Kennewick provides all necessary support services for the operation of BI-PIN such as accounting, legal services, and risk management and information systems. BI-PIN is currently in the process of implementing a new RMS/JMS system as well as upgrading all supporting infrastructure. The City of Pasco's equity interest in BI-PIN was $314,273 on December 31, 2023, which is reported as an investment in joint ventures in the government-wide statement of net position. The change in equity is reflected in the government-wide statement of activities under Public Safety. The City does not anticipate any income distributions from BI-PIN since charges are assessed only to recover anticipated expenses. Page 94 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Complete separate financial statements for BI-PIN may be obtained at the City of Kennewick, 210 W. 6th Ave., Kennewick, Washington, 99336. B. Metro Drug Forfeiture Fund The Metropolitan Controlled Substance Enforcement Group (Metro) established prior to 1987, when Interlocal Agreement entered into by six participating municipal corporations, the cities of Kennewick, Pasco, Richland, and West Richland, and Benton and Franklin Counties. Metro established to account for the proceeds of forfeitures, federal grants, and court ordered contributions, and to facilitate the disbursement of those proceeds for the purpose of drug enforcement and investigations. Metro served by an Executive Committee composed of the City Manager or designee of each of the cities and a member from each of the Boards of County Commissioners of Benton and Franklin Counties. In addition, a Governing Board consisting of the Chiefs of Police from the cities and the Sheriffs from the counties administers daily activity. Effective July 1, 2009, the City of Kennewick assumed responsibility for the operation of Metro. As the Operating Jurisdiction, Kennewick provides accounting services for the operation of Metro. The City of Pasco's equity interest in Metro was $73,272 on Dec 31, 2023, which is reported as an investment in joint ventures in the government-wide statement of net position. The change in equity is reflected in the government-wide statement of activities under Public Safety. The City does not anticipate any income distributions from Metro. Complete separate financial statements for Metro obtained at the City of Kennewick, 210 West Sixth Avenue, Kennewick, Washington. C. SECOMM - SECOMM provides public safety communications services to the Cities of Kennewick, Richland, Pasco and the Counties of Benton and Franklin. Each owns an equal share of SECOMM’s net assets. Financial participation is allocated among the five participants based on equal shares of capital expenses, predetermined fixed costs, direct costs and percentages of use. SECOMM also provides service through contracts to the Cities of West Richland and Prosser, Connell and the Benton and Franklin County Fire Protection Districts, Port of Pasco, Walla Walla Fire District #5 and the North Franklin County Hospital district. Service contract agencies are assessed on a cost per capita or cost per call basis. The City of Pasco’s equity interest in SECOMM as of December 31, 2023 was $1,202,241 which is reported as an asset in the government-wide Statement of Net Assets. The change in equity is reflected in Public Safety under the government-wide Statement of Activities. Upon dissolution of the Interlocal Agreement, the net assets will be shared equitably among the participants. Complete and separate financial statements for all operations of Benton County Emergency Services may be obtained at the City of Richland, 625 Swift Blvd, Richland, Washington. D. Tri-City Animal Control Authority In 2005 the city entered into an interlocal agreement with the cities of Kennewick and Richland to jointly fund the operations of the Animal Control Authority (ACA). The ACA was Page 95 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report established to provide animal control and sheltering services. ACA is served by an Executive Committee composed of the City Manager, or designee, of each of the cities. In 2005, the City of Pasco was designated as the Operation Jurisdiction for the ACA. As the Operating Jurisdiction, the City provides all necessary support services for the operation such as accounting, contract administration and risk management. As of July 1, 2022, the City agreed to manage the operations of the authority. NOTE 12: RELATED PARTIES/ORGANIZATIONS Pasco Public Facility District Pursuant to RCW 35.57 (the “City PFD Act”) the Pasco Public Facilities District was formed and created by Ordinance No. 3558 on July 15, 2002, coextensive with the boundaries of the City, with the powers and authority set forth in the City PFD Act. The District was established for the purpose of acquiring, constructing, owning, remodeling, maintaining, equipping, re-equipping, repairing, financing, operating one or more Regional Centers, as defined by the RCW 35.57.020 and/or participating with any other qualified public facilities district in a cooperative and joint development of a Regional Center in the Tri-Cities area by interlocal agreement. The members of the board of directors of the District (the “PFD Board”) shall be selected and appointed by the Council, as required by the RCW. The PFD Board consisted of five members. Three of the members will be appointed based on recommendations from local organizations. The members serve four-year terms. The Council may, by resolution, remove a member for any reason. Vacancies will be filled by appointment by the Council. All corporate powers of the District will be exercised by or under the authority of the PFD Board; and the business, property and affairs of the District shall be managed under the direction of the PFD Board, except as may be otherwise provided for by law or in its Charter. Complete separate financial statements for the District may be obtained from the City of Pasco, P.O. Box 293, Pasco, WA 99301. Downtown Pasco Development Authority Pursuant to RCW 35.21, the Downtown Pasco Development Authority was formed and created by Ordinance No. 3985 (the DPDA Act) on December 20, 2010, coextensive with the boundaries of the City, with the powers and authority set forth in the City DPDA Act. The Authority was created to administer and execute Federal grants or programs; to receive and administer private funds, goods or services for any lawful public service; and to perform any lawful public purpose or public function to provide for the revitalization and enhancement of the downtown Pasco area. The members of the board of directors of the Authority (the “DPDA Board”) are selected and appointed by the Mayor of the City of Pasco, subject to confirmation by the City Council. The DPDA Board consists of seven members. Five of the members are representative of for-profit business or property owners within the downtown area. Two members are representative of the Page 96 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report banking and/or real estate profession, and/or representatives of business management. The members serve four-year terms. The Council may, by resolution, remove a member for any reason. Vacancies will be filled by appointment by the Mayor, subject to confirmation by the City Council. All corporate powers of the Authority will be exercised by or under the authority of the DPDA Board; and the business, property and affairs of the Authority shall be managed under the direction of the DPDA Board, except as may be otherwise provided by law or in its Charter. In 2023, the City expended $132,500 in subsidies and pass-through grants to the DPDA. As part of its charter, the DPDA was granted the right to receive the revenues generated by the Farmers’ Market and the Specialty Kitchen program. The activity from those two programs is not reflected in the amount noted above. In 2023, the Executive Director for the Authority resigned resulting in both cessation of most Authority operations and financial hardship. Upon Executive Director resignation, the City reassumed operational control of City assets, including Farmers’ Marke t and Pasco Specialty Kitchen, which made up a significant portion of historical DPDA responsibilities. Reflective of the uncertainty and challenges faced in 2023, vacancies on the board were left unfilled. Financial statements for the Authority may be obtained from the Downtown Pasco Development Authority at 720 W. Lewis Street, Suite 131, Pasco, WA 99301. Trade, Recreation, Agricultural Center In 1994 the City entered into an agreement with Franklin County for the Trade, Recreation, and Agricultural Center (TRAC). The City and Franklin County share in the costs of operating and covering TRAC’s debt service. Franklin County handles all operating decisions and financial reporting for TRAC. In Spring of 2019, Franklin County partnered with HAPO Community Credit Union for a ten-year naming rights agreement. As such, for the purposes of this document, the terms HAPO Center and TRAC are interchangeable. The City accounts for its portion of TRAC activity in the TRAC Special Revenue Fund. For calendar year 2023, the City of Pasco paid Franklin County $197,500 for operating expenditures. In October 2023, Franklin County awarded a new management contract to the Harris-White- Leisure Group. Due to significant facility upgrades suggested by the new management company, the City contracted out for an independent facility audit to verify the recommendations. Franklin County agreed to refund half of that expense to the City, for a total reimbursement of $17,500. Additionally, in 2014 the City provided $100,000 to the County to assist with TRAC’s cash flows. This will be returned to the City in 2026, when the existing agreement lapses. It is classified on the balance sheet as a non-current asset: Due from Other Government. As of December 31, 2023, the TRAC Fund had a fund balance of $237,759. Complete financial statements for TRAC may be obtained from Franklin County, 1016 N. 4th Avenue, Pasco, Washington. Page 97 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Housing Authority of the City of Pasco and Franklin County The Housing Authority of the City of Pasco and Franklin County was formed and created by Ordinance No. 2299 on September 8, 1981, in order to pursue the rehabilitation and redevelopment of blighted areas containing unsanitary or unsafe habitations located within the City of Pasco and Franklin County. Its formation empowered the joint housing authority to exercise all rights referred to under RCW 35.82 “Housing Authority Law.” Three of the five Authority board members are appointed by the City Council. Financial statements for the Authority may be obtained from the Housing Authority of the City of Pasco and Franklin County, 2505 W. Lewis Street, Pasco, WA 99301. NOTE 13: JOINTLY GOVERNED ORGANIZATIONS Tri-Cities Regional Public Facilities District Pursuant to RCW 35.57 the Tri-Cities Regional Public Facilities District was formed jointly by the Cities of Pasco, Kennewick, and Richland. The District was established for the purpose of acquiring, constructing, owning, remodeling, maintaining, equipping, re-equipping, repairing, financing, operating one or more Regional Centers, as defined by the RCW35.57.020 and/or participating with any other qualified public facilities districts in a cooperative and joint development of a Regional Center in the Tri-Cities area, by interlocal agreement. The District is governed by a nine-member board, with three members representing each city. Each member must either be a member of the City Council or the Public Facilities District of the representative city. Franklin County Emergency Management Franklin County Emergency Management (FCEM) is a political subdivision of Franklin County and its municipalities. The FCEM is responsible for coordinating and establishing emergency response plans to prepare Franklin County for emergencies involving the following: Energy Northwest; the Hanford Nuclear Reservation; the Pasco Airport; and all Homeland Security, natural and man-made disasters. FCEM is governed by a seven-member board, with two County Commissioners, one City Manager or designee from each of the following cities: Connell, Kahlotus, and Mesa. The City of Pasco has two representatives on the board due to its population base. Benton-Franklin Council of Governments The Benton-Franklin Council of Governments (BFCG) is a voluntary association of the units of local government, whose purpose is to facilitate a cooperative approach to regional problem solving. Page 98 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Seventeen regular voting members represent the two counties, local governments, including a Public Utility District, a Transportation District, a Port and the Washington State Department of Transportation. The City of Pasco has one City Council member as its voting representative on the Board. In addition to regular voting members, there is one associate member and two affiliate members. Benton-Franklin Council of Governments Economic Development District The Benton-Franklin Council of Governments Economic Development District (EDD) is a voluntary association of the units of local government and private sector members whose purpose is to facilitate a cooperative approach to regional economic development. The board is comprised of the members of the Benton-Franklin Council of Governments plus nine representatives from the private sector. Benton County Emergency Services (BCES) BCES was formed January 1, 1997, through an interlocal agreement entered into by the Cities of Richland, Kennewick, West Richland, Benton City and Prosser as well as Benton County. A second amended and restated interlocal agreement was made and entered into by and between the following entities: Benton County, Franklin County, the Cities of Kennewick, Richland, West Richland, Prosser, Benton City, and Pasco, Benton County Fire Protection Districts and the Public Utility District #1 of Benton County. An Executive Board oversees the operations of BCES and consists of the City Managers (or designee) from the Cities of Kennewick, Pasco and Richland, City Administrators from Prosser and West Richland, a Council member from Benton City, a Benton County Commissioner, a Franklin County Commissioner and a single representative collectively representing Benton County Fire Protection Districts. The City of Richland serves as the operating jurisdiction providing all the necessary administrative support services and reporting for BCES. The total amount paid by BCES in 2023 for these services was $483,288. No distributions of income to the City are expected since charges are assessed only to recover anticipated expenses. NOTE 14: EMPLOYEE RETIREMENT SYSTEMS AND PENSION PLANS The following table represents the aggregate pension amounts for all plans for the year 2023: Page 99 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Aggregate Pension Amounts - All Plans Pension Liabilities $ 2,507,079 Pension Assets (24,367,415) Deferred Outflows of Resources 14,600,941 Deferred Inflows of Resources 10,372,259 Pension Expense $ (990,071) State Sponsored Pension Plans Substantially all city’s full-time and qualifying part-time employees participate in one of the following statewide retirement systems administered by the Washington State Department of Retirement Systems, under cost-sharing, multiple-employer public employee defined benefit and defined contribution retirement plans. The state Legislature establishes, and amends, laws pertaining to the creation and administration of all public retirement systems. The Department of Retirement Systems (DRS), a department within the primary government of the State of Washington, issues a publicly available annual comprehensive annual financial report (ACFR) that includes financial statements and required supplementary information for each plan. The DRS ACFR may be downloaded from the DRS website at www.drs.wa.gov. Public Employee’s Retirement System (PERS) PERS members include elected officials; state employees; employees of local governments; and higher education employees not participating in higher education retirement programs. PERS is comprised of three separate pension plans for accounting purposes: Plan 1, Plan 2/3 and Plan 3. Plan 1 accounts for the defined benefits of Plan 1 members. Plan 2/3 accounts for the defined benefits of Plan 2 members and the defined benefit portion of benefits for Plan 3 members. Plan 3 accounts for the defined contribution portion of benefits for Plan 3 members. Although employees can be a member of only Plan 2 or Plan 3, the defined benefits of Plan 2 and Plan 3 are accounted for in the same pension trust fund. All assets of Plan 2/3 may legally be used to pay the defined benefits of any Plan 2 or Plan 3 members or beneficiaries. PERS Plan 1 provides retirement, disability, and death benefits. Retirement benefits are determined as 2% of the member’s average final compensation (AFC) times the member’s years of service. The AFC is the average of the member’s 24 highest consecutive service months. Members are eligible for retirement from active status at any age with at least 30 years of service, at age 55 with at least 25 years of service, or at age 60 with at least five years of service. PERS Plan 1 retirement benefits are actuarially reduced if a survivor benefit is chosen. Members retiring from active status prior to the age of 65 may also receive actuarially reduced benefits. Other benefits include an optional cost-of-living adjustment (COLA). PERS 1 members were vested Page 100 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report after the completion of five years of eligible service. The plan was closed to new entrants on September 30, 1977. Contributions The PERS Plan 1 member contribution rate is established by State statute at 6 percent. The employer contribution rate is developed by the Office of the State Actuary, adopted by the Pension Funding Council and is subject to change by the legislature. The PERS Plan 1 required contribution rates (expressed as a percentage of covered payroll) for 2023 were as follows: * For employees participating in JBM, the contribution rate was 12.26%. PERS Plan 2/3 provides retirement, disability, and death benefits. Retirement benefits are determined as 2% of the member’s average final compensation (AFC) times the member’s years of service for Plan 2 and 1% of AFC for Plan 3. The AFC is the average of the member’s 60 highest-paid consecutive service months. Members are eligible for retirement with a full benefit at 65 with at least five years of service credit. Retirement before age 65 is considered an early retirement. PERS Plan 2/3 members who have at least 20 years of service credit and are 55 years of age or older, are eligible for early retirement with a benefit that is reduced by a factor that varies according to age for each year before age 65. PERS Plan 2/3 retirement benefits are actuarially PERS Plan 1 Actual Contribution Rates Employer Employee* January – June PERS Plan 1 6.36% 6.00% PERS Plan 1 UAAL 3.85% Administrative Fee 0.18% Total 10.39% 6.00% July – August PERS Plan 1 6.36% 6.00% PERS Plan 1 UAAL 2.85% Administrative Fee 0.18% Total 9.39% 6.00% September – December PERS Plan 1 6.36% 6.00% PERS Plan 1 UAAL 2.97% Administrative Fee 0.20% Total 9.53% 6.00% Page 101 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report reduced if a survivor benefit is chosen. Other PERS Plan 2/3 benefits include a COLA based on the CPI, capped at 3% annually. PERS 2 members are vested after completing five years of eligible service. Plan 3 members are vested in the defined benefit portion of their plan after ten years of service; or after five years of service if 12 months of that service are earned after age 44. PERS Plan 3 defined contribution benefits are totally dependent on employee contributions and investment earnings on those contributions. Members are eligible to withdraw their defined contributions upon separation. Members have multiple withdrawal options, including purchase of an annuity. PERS Plan 3 members are immediately vested in the defined contribution portion of their plan. Contributions The PERS Plan 2/3 employer and employee contribution rates are developed by the Office of the State Actuary to fully fund Plan 2 and the defined benefit portion of Plan 3. The rates are adopted by the Pension Funding Council and are subject to change by the Legislature. The employer rate includes a component to address the PERS Plan 1 Unfunded Actuarial Accrued Liability (UAAL). As established by Chapter 41.34 RCW, Plan 3 defined contribution rates are set at a minimum of 5% and a maximum of 15%. PERS Plan 3 members choose their contribution rate from six options when joining membership and can change rates only when changing employers. Employers do not contribute to the defined contribution benefits. The PERS Plan 2/3 defined benefit required contribution rates (expressed as a percentage of covered payroll) for 2023 were as follows: PERS Plan 2/3 Actual Contribution Rates Employer 2/3 Employee 2* Employee 3** January – June PERS Plan 2/3 6.36% 6.36% Varies PERS Plan 1 UAAL 3.85% Page 102 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Administrative Fee 0.18% Total 10.39% 6.36% July – August PERS Plan 2/3 6.36% 6.36% Varies PERS Plan 1 UAAL 2.85% Administrative Fee 0.18% Total 9.39% 6.36% September – December PERS Plan 2/3 6.36% 6.36% Varies PERS Plan 1 UAAL 2.97% Administrative Fee 0.20% Total 9.53% 6.36% * For employees participating in JBM, the contribution rate was 15.90%. **For employees participating in JBM, the minimum contribution rate was 7.50%. The City’s actual PERS plan contributions were $706,753 to PERS Plan 1 and $1,325,339 to PERS Plan 2/3 for the year ended December 31, 2023. Law Enforcement Officers’ and Fire Fighters’ Retirement System (LEOFF) LEOFF was established in 1970, and its retirement benefit provisions are contained in Chapter 41.26 RCW. LEOFF membership includes all of the state’s full-time, fully compensated, local law enforcement commissioned officers, fire fighters and, as of July 24, 2005, emergency medical technicians. LEOFF Plan 1 provides retirement, disability, and death benefits. Retirement benefits are determined per year of service calculated as a percent of final average salary (FAS) as follows: x 20+ years of service – 2.0% of FAS x 10-19 years of service – 1.5% of FAS x 5-9 years of service – 1% of FAS The FAS is the basic monthly salary received at the time of retirement, provided a member has held the same position or rank for 12 months preceding the date of retirement. Otherwise, it is the average of the highest-paid consecutive 24 months’ within the last ten years of service. Members are eligible for retirement with five years of service at the age of 50. Other benefits include a COLA. LEOFF 1 members were vested after the completion of five years of eligible service. The plan was closed to new entrants on September 30, 1977. Contributions Starting on July 1, 2000, LEOFF Plan 1 employers and employees contribute 0%, as long as the plan remains fully funded. The LEOFF Plan I had no required employer or employee contributions for fiscal year 2023. Employers paid only the administrative expense of 0.20% of covered payroll. Page 103 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report LEOFF Plan 2 provides retirement, disability, and death benefits. Retirement benefits are determined as 2% of the FAS per year of service (the FAS is based on the highest-paid consecutive 60 months). Members are eligible for retirement with a full benefit at 53 with at least five years of service credit. Members who retire prior to the age of 53 receive reduced benefits. If the member has at least 20 years of service and is age 50 - 52, the reduction is 3% for each year prior to age 53. Otherwise, the benefits are actuarially reduced for each year prior to age 53. LEOFF 2 retirement benefits are also actuarially reduced to reflect the choice of a survivor benefit. Other benefits include a COLA (based on the CPI), capped at 3% annually. LEOFF 2 members are vested after the completion of five years of eligible service. Contributions The LEOFF Plan 2 employer and employee contribution rates are developed by the Office of the State Actuary to fully fund Plan 2. The rates are adopted by the LEOFF Plan 2 Retirement Board and are subject to change by the Legislature. Effective July 1, 2017, when a LEOFF employer charges a fee or recovers costs for services rendered by a LEOFF 2 member to a non-LEOFF employer, the LEOFF employer must cover both the employer and state contributions on the LEOFF 2 basic salary earned for those services. The state contribution rate (expressed as a percentage of covered payroll) was 3.41% in 2023. The LEOFF Plan 2 required contribution rates (expressed as a percentage of covered payroll) for 2023 were as follows: LEOFF Plan 2 Actual Contribution Rates Employer Employee January – August State and local governments 5.12% 8.53% Page 104 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Administrative Fee 0.18% Total 5.30% 8.53% Ports and Universities 8.53% 8.53% Administrative Fee 0.18% Total 8.71% 8.53% September – December State and local governments 5.12% 8.53% Administrative Fee 0.20% Total 5.32% 8.53% Ports and Universities 8.53% 8.53% Administrative Fee 0.20% Total 8.73% 8.53% The City’s actual contributions to the plan were $1,299,855 for the year ended December 31, 2023. The Legislature, by means of a special funding arrangement, appropriates money from the state General Fund to supplement the current service liability and fund the prior service costs of Plan 2 in accordance with the recommendations of the Office of the State Actuary and the LEOFF Plan 2 Retirement Board. This special funding situation is not mandated by the state constitution and could be changed by statute. For the state fiscal year ending June 30, 2023, the state contributed $87,966,142 to LEOFF Plan 2. The amount recognized by the City as its proportionate share of this amount is $789,575. Actuarial Assumptions The total pension liability (TPL) for each of the DRS plans was determined using the most recent actuarial valuation completed in 2023 with a valuation date of June 30, 2022. The actuarial assumptions used in the valuation were based on the results of the Office of the State Actuary’s (OSA) 2013-2018 Demographic Experience Study and the 2021 Economic Experience Study. Additional assumptions for subsequent events and law changes are current as of the 2022 actuarial valuation report. The TPL was calculated as of the valuation date and rolled forward to the measurement date of June 30, 2023. Plan liabilities were rolled forward from June 30, 2022, to June 30, 2023, reflecting each plan’s normal cost (using the entry-age cost method), assumed interest and actual benefit payments. x Inflation: 2.75% total economic inflation; 3.25% salary inflation x Salary increases: In addition to the base 3.25% salary inflation assumption, salaries are also expected to grow by service-based salary increase. x Investment rate of return: 7.00% Page 105 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Mortality rates were developed using the Society of Actuaries’ Pub. H-2010 mortality rates, which vary by member status (e.g. active, retiree, or survivor), as the base table. OSA applied age offsets for each system, as appropriate, to better tailor the mortality rates to the demographics of each plan. OSA applied the long-term MP-2017 generational improvement scale, also developed by the Society of Actuaries, to project mortality rates for every year after the 2010 base table. Mortality rates are applied on a generational basis; meaning, each member is assumed to receive additional mortality improvements in each future year throughout their lifetime. Methods did not change from the prior contribution rate setting June 30, 2021 Actuarial Valuation Report (AVR). OSA did make an assumption change to adjust TRS Plan 1 assets, LEOFF Plan 1/2 assets, and LEOFF participant data to reflect certain material changes occurring after the June 30, 2022 measurement date. Discount Rate The discount rate used to measure the total pension liability for all DRS plans was 7.0%. To determine that rate, an asset sufficiency test was completed to test whether each pension plan’s fiduciary net position was sufficient to make all projected future benefit payments for current plan members. Based on OSA’s assumptions, the pension plans’ fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return of 7.0% was used to determine the total liability. Long-Term Expected Rate of Return The long-term expected rate of return on the DRS pension plan investments of 7.0% was determined using a building-block-method. In selecting this assumption, OSA reviewed the historical experience data, considered the historical conditions that produced past annual investment returns, and considered Capital Market Assumptions (CMA’s) and simulated expected investment returns provided by the Washington State Investment Board (WSIB). The WSIB uses the CMA’s and their target asset allocation to simulate future investment returns at various future times. Estimated Rates of Return by Asset Class The table below summarizes the best estimates of arithmetic real rates of return for each major asset class included in the pension plan’s target asset allocation as of June 30, 2021. The inflation component used to create the table is 2.2% and represents the WSIB’s most recent long-term estimate of broad economic inflation. Asset Class Target Allocation % Long-Term Expected Real Rate of Return Arithmetic Page 106 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Fixed Income 20% 1.5% Tangible Assets 7% 4.7% Real Estate 18% 5.4% Global Equity 32% 5.9% Private Equity 23% 8.9% 100% Sensitivity of the Net Pension Liability/(Asset) The table below presents the City’s proportionate share of the net pension liability calculated using the discount rate of 7%, as well as what the City’s proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1-percentage point lower (6%) or 1- percentage point higher (8%) than the current rate. Pension Plan Fiduciary Net Position Detailed information about the State’s pension plans’ fiduciary net position is available in the separately issued DRS financial report. Pension Liabilities (Assets), Pension Expense, and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions At June 30, 2023, the City reported its proportionate share of the net pension liabilities and assets as follows Liability (or Asset) PERS 1 2,507,079 PERS 2/3 (5,804,924) LEOFF 1 (1,998,341) 1% Decrease Current Discount Rate 1% Increase 6% 7% 8% PERS Plan 1 $ 3,502,579 $ 2,507,079 $ 1,638,242 PERS Plan 2/3 6,313,550 (5,804,924) (15,761,016) LEOFF Plan 1 (1,771,940) (1,998,341) (2,194,666) LEOFF Plan 2 $ 2,175,474 $ (13,139,064) $ (25,672,699) Page 107 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report LEOFF 2 (13,139,064) The amount of the asset reported above for LEOFF Plans 1 and 2 reflects a reduction for State pension support provided to the City. The amount recognized by the City as its proportionate share of the net pension asset, the related State support, and the total portion of the net pension asset that was associated with the City were as follows: On June 30, the City’s proportionate share of the collective net pension liabilities was as follows: Employer contribution transmittals received and processed by the DRS for the fiscal year ended June 30, 2023, are used as the basis for determining each employer’s proportionate share of the collective pension amounts reported by the DRS in the Schedules of Employer and Nonemployer Allocations for all plans except LEOFF 1. LEOFF Plan 1 allocation percentages are based on the total historical employer contributions to LEOFF 1 from 1971 through 2000 and the retirement benefit payments in fiscal year 2023. Historical data was obtained from a 2011 study by the Office of the State Actuary (OSA). The state of Washington contributed 87.12 percent of LEOFF 1 employer contributions and all other employers contributed the remaining 12.88 percent of employer contributions. LEOFF 1 is fully funded and no further employer contributions have been required since June 2000. If the plan becomes underfunded, funding of the remaining liability will require new legislation. The LEOFF 1 Asset LEOFF 2 Asset Employer’s proportionate share (1,998,341) (13,139,064) State’s proportionate share of the net pension asset associated with the employer (13,516,728) (8,390,471) TOTAL (15,515,069) (21,529,535) Proportionate Proportionate Change in Plan Share 6/30/22 Share 6/30/23 Proportion PERS 1 0.093487% 0.109828% 0.016341% PERS 2/3 0.121879% 0.141629% 0.019750% LEOFF 1 0.067125% 0.067329% 0.000204% LEOFF 2 0.486887% 0.547781% 0.060894% Page 108 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report allocation method the plan chose reflects the projected long-term contribution effort based on historical data. In fiscal year 2023, the state of Washington contributed 39% of LEOFF 2 employer contributions pursuant to RCW 41.26.725 and all other employers contributed the remaining 61% of employer contributions. Pension Expense For the year ended December 31, 2023, the city recognized pension expense as follows: Pension Expense 2023 PERS 1 $ 503,872 PERS 2/3 (863,630) LEOFF 1 (180,708) LEOFF 2 (240,637) Old Fire Pension (208,968) TOTAL $ (990,071) Deferred Outflows of Resources and Deferred Inflows of Resources At December 31, 2023, the city reported deferred outflows of resources and deferred inflows of resources related to pensions from the following: Deferred Outflows Deferred Inflows PERS 2/3 of Resources of Resources Differences between expected and actual experience $ 1,182,456 $ (64,859) Net difference between projected and actual investment earnings on pension plan investments - (2,187,646) Changes of assumptions 2,437,108 (531,194) Changes in proportion share 71,400 (1,099,594) Contributions subsequent to the measurement date 684,824 - Deferred Outflows Deferred Inflows PERS 1 of Resources of Resources Differences between expected and actual experience $ - $ - Net difference between projected and actual investment earnings on pension plan investments - (282,809) Changes of assumptions - - Changes in proportion share - - Contributions subsequent to the measurement date 319,016 - TOTAL $ 319,016 $ (282,809) Page 109 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report TOTAL $ 4,375,788 $ (3,883,293) Deferred Outflows Deferred Inflows LEOFF 1 of Resources of Resources Differences between expected and actual experience $ - $ - Net difference between projected and actual investment earnings on pension plan investments - (132,508) Changes of assumptions - - Changes in proportion share - - Contributions subsequent to the measurement date - - TOTAL $ - $ (132,508) Deferred Outflows Deferred Inflows LEOFF 2 of Resources of Resources Differences between expected and actual experience $ 5,366,935 $ (108,098) Net difference between projected and actual investment earnings on pension plan investments - (2,780,197) Changes of assumptions 3,356,326 (1,079,270) Changes in proportion share 516,329 (1,898,738) Contributions subsequent to the measurement date 666,547 - TOTAL $ 9,906,137 $ (5,866,303) Deferred Outflows Deferred Inflows Old Fire Pension of Resources of Resources Differences between expected and actual experience $ - $ - Net difference between projected and actual investment earnings on pension plan investments - (207,347) Changes of assumptions - - Changes in proportion share - - Contributions subsequent to the measurement date - - TOTAL $ - $ (207,347) TOTAL DEFERRED OUTFLOWS Deferred Outflows Deferred Inflows AND INFLOWS FOR ALL PLANS of Resources of Resources Differences between expected and actual experience $ 6,549,392 $ (172,957) Net difference between projected and actual investment earnings on pension plan investments (5,590,508) Changes of assumptions 5,793,433 (1,610,464) Changes in proportion share 587,729 (2,998,331) Contributions subsequent to the measurement date 1,670,387 - TOTAL $ 14,600,941 $ (10,372,260) Deferred outflows of resources related to pensions resulting from the City’s contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2024. Other amounts reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Year ended December 31: PERS 1 PERS 2/3 LEOFF 1 LEOFF 2 Page 110 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report 2024 $ (192,412) $ (1,228,949) $ (90,852) $ (1,240,084) 2025 (241,980) (1,440,397) (114,008) (1,689,049) 2026 149,201 1,607,645 70,723 2,267,139 2027 2,381 466,430 1,629 742,969 2028 - 462,671 - 810,182 Thereafter - (59,729) - 2,482,130 Firemen's Pension Plan Description Plan Administration: The Firemen’s’ Pension Fund (FPF) is administered by the City of Pasco. The plan is a single employer defined benefit pension plan that provides pensions for firefighters that were hired prior to 1970. The Municipal Firefighters' Pension board consists of the following five members, ex officio, the mayor, or in a city of the first class, the mayor or a designated representative who shall be an elected official of the city, who shall be chairperson of the board, the city comptroller or clerk, the chairperson of finance of the city council, or if there is no chairperson of finance, the city treasurer, and in addition, two regularly employed or retired firefighters elected by secret ballot of those employed and retired firefighters who are subject to the jurisdiction of the board. The members to be elected by the firefighters shall be elected annually for a two-year term. The two firefighters elected as members shall, in turn, select a third eligible member who shall serve as an alternate in the event of an absence of one of the regularly elected members. In case a vacancy occurs in the membership of the firefighters or retired members, the members shall in the same manner elect a successor to serve the unexpired term. The board may select and appoint a secretary who may but need not be a member of the board. In case of absence or inability of the chairperson to act, the board may select a chairperson pro tempore who shall during such absence or inability to perform the duties and exercise the powers of the chairperson. A majority of the members of the board shall constitute a quorum and have power to transact business. Benefits provided. All benefit terms are in statutes RCW 41.16, 41.18, and 41.26. FPF provides retirement, disability, and death benefits. Each firefighter in service on March 1, 1970 receives the greater of the benefit payable under the Washington Law Enforcement Officers' and Firefighters' Retirement System and the benefits available under the provisions of prior law. Where benefits under the old law exceed those under the new law for any firefighter, the excess benefits are paid from the FPF of the city employing the member on March 1, 1970. All members are retired and drawing benefits. Benefit terms provide for cost-of-living adjustments to each member's retirement benefit. There are two types of increases: escalation by salary in proportion to the current salary of the rank from which the firefighter retired, or an increase proportionate to the increase in the Seattle-area CPI, with the change computed Page 111 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report annually. Regardless of the increase (or decrease) in the CPI, the benefits are increased at least 2% each year. The former applies to firefighters who retired from service after 1969, their survivors, and to firefighters who retired for duty disability (but not their survivors) after 1969. The latter applies to all other types of monthly benefits. Employees Covered by Benefit Terms: Plan membership is limited to active members of the Firefighters' Pension Fund (FPF) as of March 1, 1970. On that date, the Washington Law Enforcement Officers' and Firefighters' System (LEOFF) was established. FPF is responsible for paying the pensions of those members retired prior to March 1, 1970 and for providing the "excess benefit", the excess of FPF formula benefits over the LEOFF benefits. Therefore, the plan is closed to new members. At December 31, 2023, the benefit terms covered the following employees: Category Count Inactive employees, spouses, or beneficiaries currently receiving benefit payments: 6 Inactive employees entitled to but not yet receiving benefit payments: - Active employees - Total 6 Contributions. As long as the FPF provides for benefits to covered members, the City will be eligible to receive a share of the State's distribution of the fire insurance premium taxes. The amount the City receives is 25% of all monies received by the State from taxes on fire insurance premiums. Contributions can also come from taxes paid pursuant to the provisions of RCW 41.16.060. This statute require that each municipality levy up to $0.45 (only $0.225 of which can be in excess of the property tax limit pursuant to RCW 84.52.043) per $1,000 of assessed valuation, based on reports by a qualified actuary, to maintain the fund. Reporting Period contributions: $123,869 Investments The Fire Pension Plan does not have an investment policy for investing pension funds. At year end investments are reported at quoted market price as provided by our broker, US Bank. At December 31, 2023 the Fire Pension Plan had the following investments, reported at fair market value. Federal Agency $ 2,718 Mutual Funds $ 3,732,144 Rate of Return. For the year ended December 31, 2023, the annual money-weighted rate of return on pension plan investments, net of pension plan investment expense, was 24.10%. The money-weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amount actually invested. Page 112 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Actuarial Assumptions: The total pension liability in the December 31, 2023 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Discount Rate 7.00% Investment Rate of Return 7.00% Inflation 2.75% Salary increases 3.25% Mortality rates were based on tables from the Society of Actuaries. Experience studies come from the State of Washington. The last economic experience study was done in 2021 and the last demographic experience study was 2018. There were no ad hoc postemployment benefit changes (including ad hoc COLAs) to the plan. Discount rate. The discount rate used to measure the total pension liability was 7.0%. The projection of cash flows used to determine the discount rate assumed City contributions were equal to the statutorily calculated contribution of state fire insurance premiums for the next 20 years. Based on this assumption, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payment for current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. Sensitivity of liabilities to changes in the discount rate. Sensitivity of the total and net pension liability to changes in the discount rate. The total and net pension liability of the City, as well as what the City's total and net pension liability would be if they were calculated using a discount rate that is one percentage point lower (6.00%) or one percentage point higher (8.00%) follows: Fiduciary Net Position. The components of the net pension liability of the City on December 31, 2023, were as follows: Total Pension Liability (Asset) 1% Decrease Current Discount Rate 1% Increase 6.00% 7.00% 8.00% $ 1,121,383 $ 1,035,086 $ 959,711 Net Pension Liability (Asset) 1% Decrease Current Discount Rate 1% Increase 6.00% 7.00% 8.00% Page 113 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report $ (3,338,789) $ (3,425,086) $ (3,500,461) The following table presents the changes in Net Pension Liability for year ending December 31, 2023. Deferred Outflows of Resources and Deferred Inflows of Resources On December 31, 2023, the City recognized a pension expense of (-$208,968). The City reported deferred outflows of resources and deferred inflows of resources related to the Fire Pension Plan from the following sources: Changes in the Net Pension Liability Total Pension Plan Fiduciary Net Net Pension Liability Position Liability Balances at January 1, 2023 $ 939,198 $ 3,567,748 $ (2,628,550) Changes for the year: Service Cost - - - Interest 62,545 - 62,545 Differences between expected and actual experience 57,649 57,649 Change in assumptions 67,103 - 67,103 Net investment income - 863,275 (863,275) Employer Contributions - 123,869 (123,869) Benefit payments (91,409) (91,409) - Administrative expense - (3,311) 3,311 Other changes - - - Net changes 95,888 892,424 (796,536) Balances at December 31, 2023 $ 1,035,086 $ 4,460,172 $ (3,425,086) Total Pension Liability $ 1,035,086 Plan Fiduciary Net Position 4,460,172 Net Pension Liability (Asset) $ (3,425,086) Plan Fiduciary Net Position as a % of Total Pension Liability 430.90% Deferred Outflows Deferred Inflows Firemen's Pension Plan of Resources of Resources Difference between expected and actual experience $ - $ - Changes of assumptions - - Net difference between projected and actual earnings on pension plan investments - $ (207,347) Contributions subsequent to the measurement date - - TOTAL $ - $ (207,347) Page 114 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in the pension expense as follows: Year ended December 31: Amount 2024 $ (80,879) 2025 (49,870) 2026 45,903 2027 (122,501) 2028 - Thereafter - The Fire Pension Fund is reported in the City’s comprehensive annual financial report as a Fiduciary Fund. Pension Liability, Pension Asset, Deferred Inflows and Deferred Outflows are reported in the Government Wide Statement of Net Position. A copy of the plan statements can be obtained by request at the following address: City of Pasco 525 N 3rd Ave., Pasco, WA 99301. NOTE 15: Defined Benefit Other Postemployment Benefit (OPEB) Plans The following table represents the aggregate OPEB amounts for all plans subject to the requirements of GASBS 75 for the year 2023: LEOFF 1 – Postemployment Healthcare Plan In addition to the pension benefits outlined in Note 14, Employee Retirement Systems and Pension Plans, the City of Pasco provides post-retirement health care benefits via a single employer defined benefit plan in accordance with state statute for retired police officers and Aggregate OPEB Amounts - All Plans OPEB Liabilities $ 6,686,411 OPEB Assets (4,164,327) Deferred Outflows of Resources - Deferred Inflows of Resources 191,137 OPEB Expense $ (1,753,146) Page 115 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report firefighters who are eligible for lifetime healthcare under the Law Enforcement Officers’ and Firefighters’ (LEOFF1) plan one retirement system. Plan Description: As required by the Revised Code of Washington (RCW) Chapter 41.26, the City provides lifetime medical care for members of the Law Enforcement Officers and Firefighters (LEOFF) retirement system hired before October 1, 1977, under a defined-benefit healthcare plan administered by the City. The plan is funded on a pay-as-you-go basis and there are no assets accumulated in a qualifying trust. Benefits Provided: The members' necessary hospital, medical, prescription and nursing care expenses not payable by worker's compensation, Medicare, or other insurance are covered. Employees covered by benefit terms: At December 31, 2023, the following employees were covered by the benefit terms: Contributions: The City pays benefits as they come due. Contributions rate: Benefits Due Reporting period contributions: $ 525,888 Net OPEB Liability: The City’s total OPEB liability was valued as of December 31, 2023 and was used to calculate the total OPEB liability measured as of December 31, 2023. Actuarial Assumptions: The total OPEB liability in the December 31, 2023 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Healthcare cost trend rates Discount Rate: 3.77% Inflation: 2.75% Salary Increases: n/a Healthcare cost trend rates Pre-Medicare: n/a Medicare: 4.90%* Mortality Rates Based on SOA Tables. Category Count Inactive employees, spouses, or beneficiaries currently receiving benefit payments:30 Inactive employees entitled to but not yet receiving benefit payments: - Active employees - Total 30 Page 116 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report x Projections of the sharing of benefit-related costs are based on an established pattern of practice. x Experience studies come from the State of Washington. The last economic experience study was done in 2021 and the last demographic experience study was from 2018. x Inactive employees (retirees) pay 0% of the cost of benefits. There were no ad hoc postemployment benefit changes (including ad hoc COLAs) to the plan. Discount Rate: The discount rate used to measure the total OPEB liability was 3.77%. The City’s OPEB Plan is an unfunded plan, therefore the discount rate was set to the rate of tax-exempt, high-quality 20-year municipal bonds, as of the valuation date. *Trending down to 4.04% over 51 years. Applies to calendar years. Trust Assets: There are no assets accumulated in a trust that meets the criteria in paragraph 4 of GASB 75 to pay related benefits. Sensitivity of the total OPEB liability to changes in the discount rate. The total OPEB liability of the City, as well as what the City’s total OPEB Liability would be if it were calculated using a discount rate that is one point lower (2.77%) or one percentage point higher (4.77%) follows: Sensitivity of the total OPEB liability to changes in the healthcare cost trend rates. The healthcare trend for this valuation started at 4.90% and decreased to 4.04% over 51 years. The total OPEB liability of the City, as well as what the City’s total OPEB liability would be if it were calculated using healthcare cost trend rates that are one percentage point lower (3.90%) or one percentage point higher (5.90%) than current healthcare cost trend rates follows: Total OPEB Liability (asset) 3.90% 4.90% 5.90% $ 6,236,618 $ 6,686,441 $ 7,185,703 Changes in the Total OPEB Liability Total OPEB Liability (asset) 1% Decrease Current Rate 1% Increase 2.77% 3.77% 4.77% $ 7,231,260 $ 6,686,411 $ 6,206,457 Page 117 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report The changes in total OPEB liability for 2023 are presented in the following table. There is a schedule of sources of changes in the Total OPEB liability presented as RSI, immediately following the notes to the financial statements. Because this plan is unfunded there are no disclosures relating to Fiduciary Net Position or investment experience. There were no Deferred Outflows or Deferred Inflows of resources related to this OPEB Plan for 2023. Fire Pension – Postemployment Healthcare Plan Plan Description: As required by the Revised Code of Washington (RCW) Chapter 41.26, the City provides lifetime medical care for members of the Law Enforcement Officers and Firefighters (LEOFF) retirement system hired before October 1, 1977 under a single employer, defined benefit healthcare plan administered by the City. The Old Fire Pension OPEB covers firefighters that were hired prior to the creation of the LEOFF 1 retirement system. Benefits Provided: The members' necessary hospital, medical, and nursing care expenses not payable by worker's compensation, social security, insurance provided by another employer, or other pension plan, or any other similar source are covered. Most medical coverage for eligible retirees is provided by the City's employee medical insurance program. Under authorization of the LEOFF Disability Board, direct payment is made for other retiree medical expenses not covered Plan Fiduciary Net Total OPEB Total OPEB Position Liability Liability (a) (b)(c) = (a)-(b) Balances at January 1, 2023 8,499,941$ -$ 8,499,941$ Changes for the year: Service Cost 27,600 - 27,600 Interest 334,717 - 334,717 Changes of Benefit Terms - Differences Between Expected and Actual Experience (1,775,850) (1,775,850) Changes in Assumptions 125,891 125,891 Benefit payments (525,888) (525,888) Net changes (1,813,530) - (1,813,530) Balance as of December 31, 2023 6,686,411$ - 6,686,411 Schedule of changes in the Total OPEB Liability Page 118 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report by standard medical plan benefit provisions. Members of the Fire Pension plan purchase medical insurance through the City's medical insurance program. Employees Covered by Benefit Terms: At December 31, 2023 (the census date), the benefit terms covered the following employees: Category Count Inactive employees, spouses, or beneficiaries currently receiving benefit payments: 5 Inactive employees entitled to but not yet receiving benefit payments: - Active employees - Total 5 Contributions: Funding for LEOFF retiree healthcare costs is provided entirely by the City as required by the RCW. The City's funding policy is based upon pay-as-you-go financing requirements for any requirements in excess of amounts previously set aside in the Fire Pension OPEB trust fund. Reporting period contributions: $0. Net OPEB Liability: The City's total OPEB liability was valued as of December 31, 2023, and was used to calculate the net OPEB liability measured as of December 31, 2023. Actuarial Assumptions: The total OPEB liability in the December 31, 2023 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Measurement Date: December 31, 2023 Discount Rate: 7.00% Investment Rate of Return: 7.00% Inflation: 2.75% Healthcare cost trend rates: Pre-Medicare: n/a Medicare: 4.90%* Salary Increases: n/a Mortality Rates were based on tables from the Society of Actuaries. x Projections of the sharing of benefit-related costs are based on an established pattern of practice. Page 119 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report x Experience studies come from the State of Washington. The last economic experience study was done in 2021 and the last demographic experience study was 2018. x Inactive employees (retirees) pay none of the cost of benefits. x There were no ad hoc postemployment benefit changes (including ad hoc COLAs) to the plan. There were no changes between the measurement date and the report date that are expected to have a significant effect on the total OPEB liability. Discount Rate: GASB 75 allows the use of a discount rate that is up to the expected long-term rate of return on the assets in the Trust set aside to pay benefits, if the plan sponsor makes regular contributions to the Trust such that the assets are not depleted at any point in the future. If the plans' actuary determines that contributions are not sufficient to keep the Trust funded, a blend of the long-term rate of return and the yield or index rate for 20-year, tax-exempt municipal bonds will be used for the periods when the Trust funds are not sufficient to cover benefit payments. Based on this requirement, and with the approval of the plan sponsor, the discount rate used to measure the total OPEB liability is 7.00%. *Trending down to 4.04% over 51 years. Applies to calendar years. Sensitivity of Liabilities to Changes in the Discount Rate and Healthcare Cost Trend Rate: Sensitivity of the total and net OPEB liability to changes in the discount rate. The total and net OPEB liability of the City, as well as what the City's total and net OPEB liability would be if they were calculated using a discount rate that is one percentage point lower (6.00%) or one percentage point higher (8.00%) follows: Total OPEB Liability (Asset) 1% Decrease Current Discount Rate 1% Increase 6.00% 7.00% 8.00% $ 529,761 $ 507,010 $ 486,077 Net OPEB Liability (Asset) $ (4,141,576) $ (4,164,327) $ (4,185,260) Sensitivity of the net OPEB liability to changes in the healthcare cost trend rates. The healthcare trend for this valuation started at 4.90% and decreased to 4.04% over 51 years. The total OPEB liability of the City, as well as what the City's total OPEB liability would be if it were calculated Page 120 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report using healthcare cost trend rates that are one percentage point lower (3.90%) or one percentage point higher (5.90%) than current healthcare cost trend rates follows: Total OPEB Liability (Asset) 1% Decrease Current Discount Rate 1% Increase 3.90%4.90%5.90% $ 487,806 $ 507,010 $ 527,503 Net OPEB Liability (Asset) $ (4,183,531)$ (4,164,327)$ (4,143,834) Changes in the Net OPEB Liability The changes in net OPEB liability for 2023 are presented in the following table. Changes in the Net OPEB Liability Total OPEB Plan Fiduciary Net Net OPEB Liability Position Liability (a)(b)(c) = (a)-(b) Balances at January 1, 2023 $ 594,768 $ 4,078,039 $ (3,483,271) Changes for the year: Service Cost --- Interest 38,570 -38,570 Page 121 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report For the report year ended December 31, 2023, the City recognized an OPEB expense of ($465,504). The City reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Old Firemen's Plan Deferred Outflows Deferred Inflows of Resources of Resources Difference between expected and actual experience $-$- Changes in Assumptions -- Net difference between projected and actual investment earnings on pension plan investments -(191,137) TOTAL $-$ (191,137) Amounts reported as deferred outflows of resources and deferred inflows of resources related to OPEB will be recognized in OPEB expense as follows: Year Ended December 31 Amount Differences between expected and actual experience (39,201)(39,201) Change in assumptions 413 -413 Net investment income -681,964 (681,964) Contributions --- Benefit payments (87,540)(87,540)- Administrative expense -(1,126)1,126 Other changes --- Net changes (87,758)593,298 (681,056) Balances at December 31, 2023 $ 507,010 $ 4,671,337 $ (4,164,327) Page 122 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report 2024 (84,413) 2025 (86,290) 2026 59,486 2027 (79,920) 2028 - Remaining - Long-Term Expected Real Rate of Return: The long-term expected rate of return is determined using the long-term rates of return developed by the State of Washington in their 2021 economic experience study. Liability Amount Current OPEB Liability $ 83,584 Non-Current OPEB Liability $ 423,426 Total OPEB Liability $ 507,010 Investments: The Old Fire OPEB Plan does not have an investment policy. The board approves any purchase or sale transactions regarding assets of the plan. The plan has only one investment, a mutual fund that was purchased in 2003. The investment is detailed in the following table. The Old Fire OPEB Plan does not have a specific reserve policy or requirement, however all assets of the plan are considered assets of the trust and as such are obligated for payment of current and future benefits to plan members. NOTE 16: CONTINGENCIES AND LITIGATION The City has recorded in its financial statements all material liabilities, including applicable estimates for situations that are not yet resolved but where, based on available information, management believes it is probable that the City will have to make payment. The City has closely reviewed all pending claims and it is management’s opinion, the City's insurance policies and self- insurance reserves are adequate to pay all material known or pending claims. As discussed in Note 8, Long-term Debt, the City is contingently liable for repayment of debt. The City participates in a number of Federal and State assisted programs. These grants are subject to audit by the grantors or representatives. Such audits could result in requests for reimbursement Name of Investment Type Balance as of 12/31/23 Rating by Morningstar 2023 YTD Return Washington Mutual Investors Fund-A Mutual Fund $4,582,749 Gold 16.91% Page 123 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report to grantor agencies for expenditures disallowed under the terms of the grants. However, City management believes that such disallowances, if any, will be immaterial. NOTE 17: SUBSEQUENT EVENTS In 2022, a local improvement district (LID) was formed to construct sewer collection infrastructure in an urban growth area which covers approximately 1,000 acres. A bond anticipation note to fund project construction was issued March 14, 2024 for approximately $20.3M. In 2022, City Council approved the formation of a Tax Incremental Financing Area (TIF) in an undeveloped area of northwest Pasco, Broadmoor. Planning has been ongoing since inception of the TIF to identify appropriate project timing and related debt issuance. Creation of the Broadmoor TIF Area allows for debt issuance in the amount of $39M that will subsequently assign the incremental increase in property tax collections to support debt service payments for 25 years. As of completion of this report, the City is expected to finalize debt issuance in the amount of $24M mid-July 2024. On March 4, 2024, the City approved acceptance of two Department of Ecology loans for the purpose of Wastewater Treatment Plant Phase 2 Improvements and Process Water Reuse Facility Phase 2 Improvements, in the amount of $26.3M and $35M, respectively. Both state loans have an interest rate of 1.20% and a 20-year repayment period. NOTE 18: PRIOR PERIOD ADJUSTMENT The following table itemizes the prior period adjustments made in 2023, along with the purposes for the adjustments: Prior Period Adjustment Purpose for Adjustment (Decrease) Increase Adjustment to Fund Balance/ Net Position Governmental Funds: General Fund 1 - 56,805 56,805 General Fund 2 - 226,812 226,812 General Fund 3 (30,163) - (30,163) Page 124 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report Arterial Fund 4 - 35,225 35,225 I82 Impact Fund 4 - 97,019 97,019 Street Overlay Fund 4 - 55,409 55,409 Real Estate Excise Tax Fund 4 - 77,214 77,214 Construction Fund 5 (451,419) - (451,419) Total Governmental Funds (481,582) 548,484 66,902 Business-Type Funds: Water/Sewer Utility Fund 6 (121,446) - (121,446) Water/Sewer Utility Fund 7 (372,662) - (372,662) Total Business-Type Funds: (494,108) - (494,108) Government-wide Financial Statements Statement of Net Position 8 (243,013) 39,270 (203,743) Total prior period adjustments - all funds (1,218,703) 587,754 (630,949) Purpose for prior period adjustments: 1. Revenue from the Municipal Court's Redflex (Red Light Camera) Program was not accrued for 2022 and recorded as 2023 revenue. 2. Prior Year Gambling Taxes for December 2022 was not accrued for 2022 and recorded as 2023 revenue. 3. 4th quarter expense for Municipal Court was not accrued for 2022 and recorded as 2023 expense. 4. Grant reimbursements were not accrued and recorded as 2023 revenue. 5. Construction fund Invoices paid in 2021-2022 for Lewis Street Overpass project miscoded to utilities in the amount of ($529,254). Washington State TIB grant was not billed for Lewis Street Overpass in the amount of $77,835 due to miscoding of invoices. Page 125 CCity of Pasco, Washington 2023 Annual Comprehensive Financial Report 6. In 2022 Washington State TIB grant was billed & paid in error for Lewis Street Overpass in the amount of $121,446 in the utilities fund. 7. Customer in PWRF were billed twice in 2022 in the amount of $372,662. 8. Expenses related to Sylvester Park were capitalized but were determined to be repair and maintenance costs. As a result, $39,270 was removed from CWIP and expensed. Costs totaling $243,013 for the Police Department Training Center were expenses in 2022, but were determined to be capital related. This resulted in an increase to capital asset category of Buildings and reduction in expense. NOTE 19: Asset Retirement Obligation (ARO) The City of Pasco has estimated closure costs associated with a decanting drying bed for waste collected from street sweeping. As of December 31, 2023, the reported estimated liability for these costs was $10,832. The City also reports restricted cash in this amount as a reserve for this liability. The estimated closure costs are a result of local permitting regulations through the Benton-Franklin Health District. The estimated closure costs are determined by an independent quote from a company qualified to clean the drying bed of any remaining waste as well as estimated labor costs based on current rates. These costs would only be incurred if the drying bed area would need to be suddenly vacated which is not anticipated for the foreseeable future. There is no tangible asset associated with this liability as it is only an open-air area of immaterial value located on City premises. Page 126 City of Pasco,Washington 2023 Annual Comprehensive Financial Report Old Fire OPEB Fund A schedule of contributions for the Old Fire OPEB Fund is not included because the plan is fully funded and there have been no contributions for the past five years. The OPEB plan's fiduciary net position is projected to have sufficient funds to pay all projected benefit payment for current plan members. Therefore, there are no future projected contributions. Page 127 City of Pasco,Washington 2023 Annual Comprehensive Financial Report LEOFF 1 OPEB Page 128 City of Pasco,Washington 2023 Annual Comprehensive Financial Report Page 129 City of Pasco,Washington 2023 Annual Comprehensive Financial Report Old Fire Pension Page 130 City of Pasco,Washington 2023 Annual Comprehensive Financial Report State Plans Page 131 City of Pasco,Washington 2023 Annual Comprehensive Financial Report Page 132 Fe d e r a l A g e n c y (P a s s - T h r o u g h A g e n c y ) Fe d e r a l P r o g r a m AL N Nu m b e r Ot h e r A w a r d Nu m b e r Ex p e n d i t u r e s Pa s s e d t h r o u g h to Su b r e c i p i e n t s No t e Fr o m P a s s - Th r o u g h Aw a r d s Fr o m D i r e c t Aw a r d s To t a l CD B G - E n t i t l e m e n t G r a n t s C l u s t e r AS S I S T A N T S E C R E T A R Y F O R CO M M U N I T Y P L A N N I N G A N D DE V E L O P M E N T , H O U S I N G AN D U R B A N D E V E L O P M E N T , DE P A R T M E N T O F Co m m u n i t y De v e l o p m e n t B l o c k Gr a n t s / E n t i t l e m e n t Gr a n t s 14 . 2 1 8 - 1 6 , 9 4 0 1 6 , 9 4 0 - 1 AS S I S T A N T S E C R E T A R Y F O R CO M M U N I T Y P L A N N I N G A N D DE V E L O P M E N T , H O U S I N G AN D U R B A N D E V E L O P M E N T , DE P A R T M E N T O F Co m m u n i t y De v e l o p m e n t B l o c k Gr a n t s / E n t i t l e m e n t Gr a n t s 14 . 2 1 8 - 3 3 0 , 3 1 8 3 3 0 , 3 1 8 - 1 AS S I S T A N T S E C R E T A R Y F O R CO M M U N I T Y P L A N N I N G A N D DE V E L O P M E N T , H O U S I N G AN D U R B A N D E V E L O P M E N T , DE P A R T M E N T O F Co m m u n i t y De v e l o p m e n t B l o c k Gr a n t s / E n t i t l e m e n t Gr a n t s 14 . 2 1 8 - 1 3 7 , 2 5 2 1 3 7 , 2 5 2 - 1 AS S I S T A N T S E C R E T A R Y F O R CO M M U N I T Y P L A N N I N G A N D DE V E L O P M E N T , H O U S I N G AN D U R B A N D E V E L O P M E N T , DE P A R T M E N T O F Co m m u n i t y De v e l o p m e n t B l o c k Gr a n t s / E n t i t l e m e n t Gr a n t s 14 . 2 1 8 - 6 3 5 , 2 2 0 6 3 5 , 2 2 0 - 1 To t a l C D B G - E n t i t l e m e n t G r a n t s C l u s t e r : - 1, 1 1 9 , 7 3 0 1, 1 1 9 , 7 3 0 - AS S I S T A N T S E C R E T A R Y F O R CO M M U N I T Y P L A N N I N G A N D DE V E L O P M E N T , H O U S I N G AN D U R B A N D E V E L O P M E N T , DE P A R T M E N T O F ( v i a Wa s h i n g t o n D e p a r t m e n t o f Co m m e r c e ) Co m m u n i t y De v e l o p m e n t B l o c k Gr a n t s / S t a t e ' s p r o g r a m an d N o n - E n t i t l e m e n t Gr a n t s i n H a w a i i 14 . 2 2 8 2 0 - 6 2 2 1 C - 1 6 1 6 4 , 3 0 7 - 6 4 , 3 0 7 - 1 Ci t y o f P a s c o Sc h e d u l e o f E x p e n d i t u r e s o f F e d e r a l A w a r d s Fo r t h e Y e a r E n d e d D e c e m b e r 3 1 , 2 0 2 3 Th e a c c o m p a n y i n g n o t e s a r e a n i n t e g r a l p a r t o f t h i s s c h e d u l e . Page 133 Fe d e r a l A g e n c y (P a s s - T h r o u g h A g e n c y ) Fe d e r a l P r o g r a m AL N Nu m b e r Ot h e r A w a r d Nu m b e r Ex p e n d i t u r e s Pa s s e d t h r o u g h to Su b r e c i p i e n t s No t e Fr o m P a s s - Th r o u g h Aw a r d s Fr o m D i r e c t Aw a r d s To t a l AS S I S T A N T S E C R E T A R Y F O R CO M M U N I T Y P L A N N I N G A N D DE V E L O P M E N T , H O U S I N G AN D U R B A N D E V E L O P M E N T , DE P A R T M E N T O F ( v i a C i t y o f Ri c h l a n d ) Ho m e I n v e s t m e n t Pa r t n e r s h i p s P r o g r a m 14 . 2 3 9 H o m e P r o g r a m - 2 0 2 3 - 2 0 2 5 39 , 0 4 9 - 3 9 , 0 4 9 - 1 & 3 NA T I O N A L P A R K S E R V I C E , IN T E R I O R , D E P A R T M E N T O F TH E ( v i a W a s h i n g t o n D e p a r t m e n t of A r c h a e o l o g y & H i s o t r i c Pr e s e r v a t i o n ) Hi s t o r i c P r e s e r v a t i o n Fu n d G r a n t s - I n - A i d 15 . 9 0 4 P 1 8 A P 0 0 0 1 0 - 00 0 2 16 , 0 0 0 - 1 6 , 0 0 0 - 1 OJ P B U R E A U O F J U S T I C E AS S I S T A N C E , J U S T I C E , DE P A R T M E N T O F Co r o n a v i r u s E m e r g e n c y Su p p l e m e n t a l F u n d i n g Pr o g r a m 16 . 0 3 4 - 1 9 , 9 9 9 1 9 , 9 9 9 - 1 OJ P B U R E A U O F J U S T I C E AS S I S T A N C E , J U S T I C E , DE P A R T M E N T O F Co r o n a v i r u s E m e r g e n c y Su p p l e m e n t a l F u n d i n g Pr o g r a m 16 . 0 3 4 - 7 , 3 1 2 7 , 3 1 2 - 1 To t a l A L N 1 6 . 0 3 4 : - 27 , 3 1 1 27 , 3 1 1 - OF F I C E O N V I O L E N C E AG A I N S T W O M E N , J U S T I C E , DE P A R T M E N T O F ( v i a Wa s h i n g t o n D e p a r t m e n t o f Ju s t i c e ) Vi o l e n c e A g a i n s t Wo m e n F o r m u l a G r a n t s 16 . 5 8 8 F 2 2 - 3 1 1 0 3 - 0 3 4 3 4 , 6 9 8 - 3 4 , 6 9 8 - 1 OF F I C E O F J U S T I C E PR O G R A M S , J U S T I C E , DE P A R T M E N T O F Bu l l e t p r o o f V e s t Pa r t n e r s h i p P r o g r a m 16 . 6 0 7 - 3 4 , 6 9 2 3 4 , 6 9 2 - 1 Ci t y o f P a s c o Sc h e d u l e o f E x p e n d i t u r e s o f F e d e r a l A w a r d s Fo r t h e Y e a r E n d e d D e c e m b e r 3 1 , 2 0 2 3 Th e a c c o m p a n y i n g n o t e s a r e a n i n t e g r a l p a r t o f t h i s s c h e d u l e . Page 134 Fe d e r a l A g e n c y (P a s s - T h r o u g h A g e n c y ) Fe d e r a l P r o g r a m AL N Nu m b e r Ot h e r A w a r d Nu m b e r Ex p e n d i t u r e s Pa s s e d t h r o u g h to Su b r e c i p i e n t s No t e Fr o m P a s s - Th r o u g h Aw a r d s Fr o m D i r e c t Aw a r d s To t a l OF F I C E O F J U S T I C E PR O G R A M S , J U S T I C E , DE P A R T M E N T O F ( v i a Wa s h i n g t o n D e p a r t m e n t o f Ju s t i c e ) Ed w a r d B y r n e M e m o r i a l Ju s t i c e A s s i s t a n c e Gr a n t P r o g r a m 16 . 7 3 8 F 2 2 - 3 4 4 4 0 - 5 0 1 2 8 , 3 1 8 - 2 8 , 3 1 8 - 2 CR I M I N A L D I V I S I O N , J U S T I C E , DE P A R T M E N T O F Eq u i t a b l e S h a r i n g Pr o g r a m 16 . 9 2 2 - 5 , 3 5 0 5 , 3 5 0 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 H S I P - H L P - 3 5 2 8 (0 0 3 ) 62 , 2 5 6 - 6 2 , 2 5 6 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 H S I P - 3 5 3 4 (0 0 4 ) 65 , 0 7 1 - 6 5 , 0 7 1 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 H S I P - 0 0 0 S (6 5 0 ) 15 , 8 7 0 - 1 5 , 8 7 0 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 S T P U L 3 5 5 2 (0 0 2 ) L A 9 9 5 2 1, 4 0 2 , 7 8 6 - 1 , 4 0 2 , 7 8 6 - 1 Ci t y o f P a s c o Sc h e d u l e o f E x p e n d i t u r e s o f F e d e r a l A w a r d s Fo r t h e Y e a r E n d e d D e c e m b e r 3 1 , 2 0 2 3 Th e a c c o m p a n y i n g n o t e s a r e a n i n t e g r a l p a r t o f t h i s s c h e d u l e . Page 135 Fe d e r a l A g e n c y (P a s s - T h r o u g h A g e n c y ) Fe d e r a l P r o g r a m AL N Nu m b e r Ot h e r A w a r d Nu m b e r Ex p e n d i t u r e s Pa s s e d t h r o u g h to Su b r e c i p i e n t s No t e Fr o m P a s s - Th r o u g h Aw a r d s Fr o m D i r e c t Aw a r d s To t a l FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 S T P U L 9 9 1 1 (0 1 1 ) L A 9 8 3 1 2, 7 0 3 , 6 4 7 - 2 , 7 0 3 , 6 4 7 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 S T P U L 9 9 1 1 (0 1 2 ) L A 9 8 5 3 58 , 5 9 5 - 5 8 , 5 9 5 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 N H P P - 3 5 2 4 (0 0 7 ) L A 1 0 2 3 6 1, 8 3 5 , 1 6 5 - 1 , 8 3 5 , 1 6 5 - 1 FE D E R A L H I G H W A Y AD M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f Tr a n s p o r t a t i o n ) Hi g h w a y P l a n n i n g a n d Co n s t r u c t i o n 20 . 2 0 5 N H P P - 0 3 9 7 (0 1 4 ) L A 1 0 2 3 7 10 7 , 3 1 3 - 1 0 7 , 3 1 3 - 1 To t a l A L N 2 0 . 2 0 5 : 6, 2 5 0 , 7 0 3 - 6, 2 5 0 , 7 0 3 - Hi g h w a y S a f e t y C l u s t e r NA T I O N A L H I G H W A Y T R A F F I C SA F E T Y A D M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n T r a f f i c S a f e t y Co m m i s s i o n ) St a t e a n d C o m m u n i t y Hi g h w a y S a f e t y 20 . 6 0 0 2 0 2 4 - H V E - 5 1 2 4 -R e g i o n 1 4 Ta r g e t Z e r o Ta s k F o r c e 2, 1 8 3 - 2 , 1 8 3 - 1 & 2 Ci t y o f P a s c o Sc h e d u l e o f E x p e n d i t u r e s o f F e d e r a l A w a r d s Fo r t h e Y e a r E n d e d D e c e m b e r 3 1 , 2 0 2 3 Th e a c c o m p a n y i n g n o t e s a r e a n i n t e g r a l p a r t o f t h i s s c h e d u l e . Page 136 Fe d e r a l A g e n c y (P a s s - T h r o u g h A g e n c y ) Fe d e r a l P r o g r a m AL N Nu m b e r Ot h e r A w a r d Nu m b e r Ex p e n d i t u r e s Pa s s e d t h r o u g h to Su b r e c i p i e n t s No t e Fr o m P a s s - Th r o u g h Aw a r d s Fr o m D i r e c t Aw a r d s To t a l NA T I O N A L H I G H W A Y T R A F F I C SA F E T Y A D M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n T r a f f i c S a f e t y Co m m i s s i o n ) St a t e a n d C o m m u n i t y Hi g h w a y S a f e t y 20 . 6 0 0 2 0 2 3 - H V E - 4 6 9 5 -R e g i o n 1 4 Ta r g e t Z e r o Ta s k F o r c e 12 , 0 5 3 - 1 2 , 0 5 3 - 1 & 2 NA T I O N A L H I G H W A Y T R A F F I C SA F E T Y A D M I N I S T R A T I O N , TR A N S P O R T A T I O N , DE P A R T M E N T O F ( v i a Wa s h i n g t o n T r a f f i c S a f e t y Co m m i s s i o n ) St a t e a n d C o m m u n i t y Hi g h w a y S a f e t y 20 . 6 0 0 2 0 2 3 - S u b - gr a n t s - 4 7 5 7 - Re g i o n 1 4 L E L - Pa s c o 1, 2 7 6 - 1 , 2 7 6 - To t a l H i g h w a y S a f e t y C l u s t e r : 15 , 5 1 2 - 15 , 5 1 2 - DE P A R T M E N T A L O F F I C E S , TR E A S U R Y , D E P A R T M E N T O F TH E CO V I D 1 9 - CO R O N A V I R U S S T A T E AN D L O C A L F I S C A L RE C O V E R Y F U N D S 21 . 0 2 7 - 6 , 4 4 7 , 0 2 5 6 , 4 4 7 , 0 2 5 - 1 Dr i n k i n g W a t e r S t a t e R e v o l v i n g F u n d C l u s t e r EN V I R O N M E N T A L PR O T E C T I O N A G E N C Y , EN V I R O N M E N T A L PR O T E C T I O N A G E N C Y ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f He a l t h ) Dr i n k i n g W a t e r S t a t e Re v o l v i n g F u n d 66 . 4 6 8 D W L 2 7 1 0 7 4 , 4 2 1 , 0 5 1 - 4 , 4 2 1 , 0 5 1 - 1 EN V I R O N M E N T A L PR O T E C T I O N A G E N C Y , EN V I R O N M E N T A L PR O T E C T I O N A G E N C Y ( v i a Wa s h i n g t o n S t a t e D e p a r t m e n t o f He a l t h ) Dr i n k i n g W a t e r S t a t e Re v o l v i n g F u n d 66 . 4 6 8 D W L 2 6 0 3 7 3 0 3 , 0 0 0 - 3 0 3 , 0 0 0 - 1 Ci t y o f P a s c o Sc h e d u l e o f E x p e n d i t u r e s o f F e d e r a l A w a r d s Fo r t h e Y e a r E n d e d D e c e m b e r 3 1 , 2 0 2 3 Th e a c c o m p a n y i n g n o t e s a r e a n i n t e g r a l p a r t o f t h i s s c h e d u l e . Page 137 Fe d e r a l A g e n c y (P a s s - T h r o u g h A g e n c y ) Fe d e r a l P r o g r a m AL N Nu m b e r Ot h e r A w a r d Nu m b e r Ex p e n d i t u r e s Pa s s e d t h r o u g h to Su b r e c i p i e n t s No t e Fr o m P a s s - Th r o u g h Aw a r d s Fr o m D i r e c t Aw a r d s To t a l To t a l D r i n k i n g W a t e r S t a t e R e v o l v i n g F u n d C l u s t e r : 4, 7 2 4 , 0 5 1 - 4, 7 2 4 , 0 5 1 - FE D E R A L E M E R G E N C Y MA N A G E M E N T A G E N C Y , HO M E L A N D S E C U R I T Y , DE P A R T M E N T O F ( v i a Wa s h i n g t o n S t a t e M i l i t a r y De p a r t m e n t ) Di s a s t e r G r a n t s - P u b l i c As s i s t a n c e (P r e s i d e n t i a l l y D e c l a r e d Di s a s t e r s ) 97 . 0 3 6 F E M A - 4 6 5 0 - D R -W A 10 , 2 8 9 - 1 0 , 2 8 9 - 1 FE D E R A L E M E R G E N C Y MA N A G E M E N T A G E N C Y , HO M E L A N D S E C U R I T Y , DE P A R T M E N T O F ( v i a F E M A ) Ho m e l a n d S e c u r i t y Gr a n t P r o g r a m 97 . 0 6 7 E 2 3 - 0 9 2 1 8 , 1 5 3 - 1 8 , 1 5 3 - 1 FE D E R A L E M E R G E N C Y MA N A G E M E N T A G E N C Y , HO M E L A N D S E C U R I T Y , DE P A R T M E N T O F St a f f i n g f o r A d e q u a t e Fi r e a n d E m e r g e n c y Re s p o n s e ( S A F E R ) 97 . 0 8 3 - 1 , 4 6 5 , 1 8 5 1 , 4 6 5 , 1 8 5 - 1 To t a l F e d e r a l A w a r d s E x p e n d e d : 11 , 2 0 1 , 0 8 0 9, 0 9 9 , 2 9 3 20 , 3 0 0 , 3 7 3 - Ci t y o f P a s c o Sc h e d u l e o f E x p e n d i t u r e s o f F e d e r a l A w a r d s Fo r t h e Y e a r E n d e d D e c e m b e r 3 1 , 2 0 2 3 Th e a c c o m p a n y i n g n o t e s a r e a n i n t e g r a l p a r t o f t h i s s c h e d u l e . Page 138 City of Pasco, Washington 2023 Annual Comprehensive Financial Report Notes to the Schedule of Expenditures of Federal Awards For the Year Ended December 31, 2023 NOTE 1 Basis of Accounting financial statements. The City uses a modified accrual basis of accounting for its governmental funds and full accrual basis of accounting for its proprietary funds. NOTE 2 Federal De Minimis Indirect Cost Rate The city has elected to use the 10-percent de minimis indirect cost rate allowed under the Uniform Guidance. NOTE 3 Revolving loan Program Income The City participates in the Housing and Urban Development HOME Program for low-income individuals, as part of a regional consortium administered through the City of Richland. The City is not privy to information on what portion of funds received from the City of Richland are derived from program income. The amount of loan funds disbursed to program participants for the year was $39,049 and is presented in this schedule. The amount of principal and interest in loan repayments received for the year was $50,887. NOTE 4 Program Costs The amounts shown as current year expenditures represent only the federal grant portion of the program costs. following, as applicable, either the cost principles in the OMB Circular A-87, Cost Principles for State, Local, and Indian Tribal Governments, or the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement. Note 5 Federal Loans The City was approved by HUD to receive a loan totaling $3,781,000 in 2021 to renovate Peanuts Park expenses funded with the loan proceeds within the current fiscal year. The balance owing at the end of the period is $3,211,000 which is reported on Page 139 Office of the Washington State Auditor sao.wa.gov CORRECTIVE ACTION PLAN FOR FINDINGS REPORTED UNDER UNIFORM GUIDANCE City of Pasco January 1, 2023 through December 31, 2023 This schedule presents the corrective action planned by the City for findings reported in this report in accordance with Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Finding ref number: 2023-001 Finding caption: The City did not have adequate internal controls ensuring accurate reporting of its financial statements. Name, address, and telephone of City contact person: Darcy Buckley, Finance Director 525 N. 3rd Avenue Pasco, WA (509) 545-3432 Corrective action the auditee plans to take in response to the finding: As noted in the response to the finding, the majority of the issues were due to a significant update to the operating platform of our statement builder software. With partnership from IT, this system will be reset and rebuild. Further, the City will use parallel systems for FY25 financial reporting to ensure the system rebuild is producing accurate reporting. Another key contributor to reporting discrepancies was limited staffing with availability to focus on the financial reporting. To address this, we are actively reviewing staff assignments to reorganize and allow for the creation of an ACFR focus team which will primarily work on year-end reporting. Anticipated date to complete the corrective action: Will begin fall 2024 and complete by 4/15/2025 Finance Department  (509) 545-3420  Fax (509) 544-3082 P.O. Box 293  525 N. Third Ave.  Pasco, WA 99301 Page 140 Office of the Washington State Auditor sao.wa.gov Finding ref number: 2023-002 Finding caption: The City did not have adequate controls for ensuring compliance with federal suspension and debarment requirements. Name, address, and telephone of City contact person: Darcy Buckley, Finance Director 525 N. 3rd Avenue Pasco, WA (509) 545-3432 Corrective action the auditee plans to take in response to the finding: The instances identified during the audit were related to procurement completed by staff whom rarely manages or is involved in grants. As a result, all staff taking part purchasing in any capacity as well as managers will be receiving training on Federal purchasing thresholds and requirements. Additionally, the City is actively exploring ERP features or system controls as a secondary safeguard in identifying grant funded activity. Anticipated date to complete the corrective action: 12/31/2024 Page 141 Office of the Washington State Auditor sao.wa.gov ABOUT THE STATE AUDITOR’S OFFICE The State Auditor’s Office is established in the Washington State Constitution and is part of the executive branch of state government. The State Auditor is elected by the people of Washington and serves four-year terms. We work with state agencies, local governments and the public to achieve our vision of increasing trust in government by helping governments work better and deliver higher value. In fulfilling our mission to provide citizens with independent and transparent examinations of how state and local governments use public funds, we hold ourselves to those same standards by continually improving our audit quality and operational efficiency, and by developing highly engaged and committed employees. As an agency, the State Auditor’s Office has the independence necessary to objectively perform audits, attestation engagements and investigations. Our work is designed to comply with professional standards as well as to satisfy the requirements of federal, state and local laws. The Office also has an extensive quality control program and undergoes regular external peer review to ensure our work meets the highest possible standards of accuracy, objectivity and clarity. Our audits look at financial information and compliance with federal, state and local laws for all local governments, including schools, and all state agencies, including institutions of higher education. In addition, we conduct performance audits and cybersecurity audits of state agencies and local governments, as well as state whistleblower, fraud and citizen hotline investigations. The results of our work are available to everyone through the more than 2,000 reports we publish each year on our website, www.sao.wa.gov. Additionally, we share regular news and other information via an email subscription service and social media channels. We take our role as partners in accountability seriously. The Office provides training and technical assistance to governments both directly and through partnerships with other governmental support organizations. Stay connected at sao.wa.gov •Find your audit team •Request public records •Search BARS Manuals (GAAP and cash), and find reporting templates •Learn about our training workshops and on-demand videos •Discover which governments serve you — enter an address on our map •Explore public financial data with the Financial Intelligence Tool Other ways to stay in touch •Main telephone: (564) 999-0950 •Toll-free Citizen Hotline: (866) 902-3900 •Email: webmaster@sao.wa.gov Page 142