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HomeMy WebLinkAboutWA State 2013 Audit Washington State Auditor's Office Financial Statements and Federal Single Audit Report City of Pasco Franklin County Audit Period January 1, 2013 through December 31, 2013 Report No. 1012221 Issue Date Washington State Auditor July 17, 2014 - Troy Kelley �Vr•rfl Independence • Respect • Integrity July 17, 2014 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 condition. Sincerely, TROY KELLEY STATE AUDITOR Washington State Auditor Troy Kelley Insurance Building, P.O. Box 40021  Olympia, Washington 98504-0021  (360) 902-0370  TDD Relay (800) 833-6388 Table of Contents City of Pasco Franklin County January 1, 2013 through December 31, 2013 Federal Summary ............................................................................................................................ 1 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......................................................................... 3 Independent Auditor’s Report on Compliance for Each Major Federal Program and on Internal Control over Compliance in Accordance with OMB Circular A-133 ............................... 5 Independent Auditor’s Report on Financial Statements ................................................................. 8 Financial Section ........................................................................................................................... 11 Federal Summary City of Pasco Franklin County January 1, 2013 through December 31, 2013 The results of our audit of the City of Pasco are summarized below in accordance with U.S. Office of Management and Budget Circular A-133. FINANCIAL STATEMENTS An unmodified opinion was issued on the financial statements of the governmental activities, the business-type activities, each major fund and the aggregate remaining fund information. 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 no 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 no deficiencies that we consider to be material weaknesses. We issued an unmodified opinion on the City’s compliance with requirements applicable to its major federal program. We reported no findings that are required to be disclosed under section 510(a) of OMB Circular A-133. _________________________________________________________________________________________________________ Washington State Auditor's Office 1 Identification of Major Programs: The following was a major program during the period under audit: CFDA No. Program Title 20.205 Highway Planning and Construction Cluster - Highway Planning and Construction The dollar threshold used to distinguish between Type A and Type B programs, as prescribed by OMB Circular A-133, was $300,000. The City qualified as a low-risk auditee under OMB Circular A-133. _________________________________________________________________________________________________________ Washington State Auditor's Office 2 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 City of Pasco Franklin County January 1, 2013 through December 31, 2013 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 remaining fund information of the City of Pasco, Franklin County, Washington, as of and for the year ended December 31, 2013, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated June 23, 2014. As discussed in Note 1 to the financial statements, during the year ended December 31, 2013, the City implemented Governmental Accounting Standards Board Statement No. 65, Items Previously Reported as Assets and Liabilities. INTERNAL 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) to determine the 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. _________________________________________________________________________________________________________ Washington State Auditor's Office 3 Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. COMPLIANCE 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 the City’s compliance with certain provisions of laws, regulations, contracts and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. PURPOSE OF THIS REPORT The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the 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 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. TROY KELLEY STATE AUDITOR June 23, 2014 _________________________________________________________________________________________________________ Washington State Auditor's Office 4 Independent Auditor’s Report on Compliance for Each Major Federal Program and on Internal Control over Compliance in Accordance with OMB Circular A-133 City of Pasco Franklin County January 1, 2013 through December 31, 2013 Council City of Pasco Pasco, Washington REPORT ON COMPLIANCE FOR EACH MAJOR FEDERAL PROGRAM We have audited the compliance of the City of Pasco, Franklin County, Washington, with the types of compliance requirements described in the U.S. Office of Management and Budget (OMB) Circular A-133 Compliance Supplement that could have a direct and material effect on each of its major federal programs for the year ended December 31, 2013. The City’s major federal programs are identified in the accompanying Federal Summary. Management’s Responsibility Management is responsible for compliance with the requirements of laws, regulations, contracts and grants applicable to its federal programs. Auditor’s Responsibility Our responsibility is to express an opinion on compliance for each of the City’s major federal programs based on our audit of the types of compliance requirements referred to above. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about the City’s compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion on compliance for each major federal program. Our audit does not provide a legal determination on the City’s compliance. _________________________________________________________________________________________________________ Washington State Auditor's Office 5 Opinion on Each Major Federal Program 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, 2013. REPORT ON INTERNAL CONTROL OVER COMPLIANCE Management of the City is responsible for establishing and maintaining effective internal control over compliance with the types of compliance requirements referred to above. In planning and performing our audit of compliance, we considered the City’s internal control over compliance with the types of requirements that could have a direct and material effect on each major federal program in order to determine the auditing procedures that are appropriate in the circumstances for the purpose of expressing an opinion on compliance for each major federal program and to test and report on internal control over compliance in accordance with OMB Circular A-133, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the City's 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 consideration of internal control over compliance was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. 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 OMB Circular A-133. 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. _________________________________________________________________________________________________________ Washington State Auditor's Office 6 It also serves to disseminate information to the public as a reporting tool to help citizens assess government operations. TROY KELLEY STATE AUDITOR July 10, 2014 _________________________________________________________________________________________________________ Washington State Auditor's Office 7 Independent Auditor’s Report on Financial Statements City of Pasco Franklin County January 1, 2013 through December 31, 2013 Council City of Pasco Pasco, Washington REPORT ON THE FINANCIAL STATEMENTS We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund and the aggregate remaining fund information of the City of Pasco, Franklin County, Washington, as of and for the year ended December 31, 2013, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed on page 11. Management’s Responsibility 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; this includes 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. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit 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. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the City’s preparation and fair presentation of the financial statements 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, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. _________________________________________________________________________________________________________ Washington State Auditor's Office 8 We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinion In our opinion, the 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 remaining fund information of the City of Pasco, as of December 31, 2013, and the respective changes in financial position and, where applicable, cash flows thereof, and the budgetary comparison for the General fund, for the year then ended in accordance with accounting principles generally accepted in the United States of America. Matters of Emphasis As discussed in Note 1 to the financial statements, in 2013, the City adopted new accounting guidance, Governmental Accounting Standards Board Statement No. 65, Items Previously Reported as Assets and Liabilities. Our opinion is not modified with respect to this matter. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis on pages 12 through 22, information on Firemen’s Pension Fund, Other LEOFF 1 OPEB and Firemen’s OPEB Fund on pages 73 through 75 be presented to supplement the basic financial statements. Such information, 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 and Other 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 U.S. Office of Management and Budget Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. This schedule 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 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 _________________________________________________________________________________________________________ Washington State Auditor's Office 9 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 taken as a whole. The Introductory Section and Statistical Section are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information has not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly, we do not express an opinion or provide any assurance on it. OTHER REPORTING REQUIRED BY GOVERNMENT AUDITING STANDARDS In accordance with Government Auditing Standards, we have also issued our report dated June 23, 2014 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 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. TROY KELLEY STATE AUDITOR June 23, 2014 _________________________________________________________________________________________________________ Washington State Auditor's Office 10 Financial Section City of Pasco Franklin County January 1, 2013 through December 31, 2013 REQUIRED SUPPLEMENTARY INFORMATION Management’s Discussion and Analysis – 2013 BASIC FINANCIAL STATEMENTS Statement of Net Position – 2013 Statement of Activities – 2013 Balance Sheet – Governmental Funds – 2013 Statement of Revenues, Expenditures and Changes in Fund Balance – Governmental Funds – 2013 Reconciliation of Statement of Revenues, Expenditures and Changes in Fund Balance of Governmental Funds to the Statement of Activities – 2013 Statement of Revenues, Expenditures and Changes in Fund Balance – Budget to Actual – General Fund – 2013 Statement of Net Position – Proprietary Funds – 2013 Statement of Revenues, Expenses and Changes in Fund Net Position – Proprietary Funds – 2013 Statement of Cash Flows – Proprietary Funds – 2013 Statement of Net Position – Fiduciary Funds – 2013 Statement of Changes in Net Position – Fiduciary Funds – 2013 Notes to the Financial Statements – 2013 REQUIRED SUPPLEMENTARY INFORMATION Firemen’s Pension Fund – 2013 Other LEOFF 1 OPEB – 2013 Firemen’s OPEB Fund – 2013 SUPPLEMENTARY AND OTHER INFORMATION Schedule of Expenditures of Federal Awards – 2013 Notes to the Schedule of Expenditures of Federal Awards – 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 11 MANAGEMENTS’ DISCUSSION AND ANALYSIS As management of the City of Pasco, we offer readers of the financial statements this narrative overview and analysis of the financial activities of the City of Pasco for the fiscal year ended December 31, 2013. All amounts, unless otherwise indicated, are expressed in thousands of dollars. Financial Highlights • The assets of the City of Pasco exceeded liabilities at the close of the most recent fiscal year by $363,169. Of this amount, $30,998 may be used to meet the government’s ongoing obligations to the citizens and creditors. • The city’s total net position increased by $27,932. Approximately 13% of that increase is due to increases in business-type activities and 87% to governmental-type activities. The overall financial position of the city has improved over the prior year. • As of the close of the current fiscal year, the City of Pasco’s governmental funds reported combined ending fund balances of $21,827 a decrease of $1,465 in comparison with the prior year. • At the end of the current fiscal year, the unrestricted, unassigned fund balance for the general fund was $5,612 which also represents 17% of total general fund expenditures. There was an overall $3,297 decrease in the general fund due to $5,609 in transfers to other funds. Of these transfers, $3,214 was for one time expenditures primarily devoted to capital projects. • Spending on governmental activities included in the Capital Improvement Plan during 2013 totaled $7,103. The largest project was $3,113 for the city’s share of the county’s construction of a new courthouse facility. Major street projects included $1,138 for street overlays, $845 to substantially finish the 4th Ave North corridor project started last year and $212 for the continuing work on the Lewis St overpass project and $239 to start work on the Oregon Ave widening project. A variety of other street project totaled $560. City Hall replaced its cooling system for $222 and finished funding the replacement of its financial software system for $458. The remaining amounts were spent on a fire alerting system, replacement of playground equipment and replacing a small local pool with water spray system. • Spending on business activities included in the Capital Improvement Plan during 2013 totaled $9,862. Water projects totaled $1,069: $239 to finish the new water treatment plant, $208 for new river water intake access, $539 for water line replacements and $83 for several small projects. The sewer system invested $ 2,112. The largest project was $1,147 that nearly completes a new lift station to expand utility service to a newly annexed area to promote further commercial development. $679 was invested in re-lining of existing sewer pipes to extend their useful life and $286 for plant enhancements and line extensions. The Process Water Reuse Facility embarked on capacity plant upgrades spending $3,119 in 2013. The USBR Irrigation Connection projected continued with $1,420 funded primarily by state grants and $24 of costs were incurred for well rehabilitation projects. • Private development contributed a total of $28,891 in governmental activity infrastructure and $959 in utility infrastructure. _________________________________________________________________________________________________________ Washington State Auditor's Office 12 • The city did not issue any new governmental debt. Temporary construction financing was provided internally for LID 149. The utility issued $2,520 in nontaxable revenue bonds to fund an addition of a new clarifier at the sewer plant. It also issued $7,235 in taxable revenue bonds to fund the plant upgrades at the process water reuse facility to reimburse itself for construction costs incurred in 2012 and 2013 as well as to pay for the 2014 construction costs. The upgrades are scheduled to be complete in 2014. 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. Those financial statements comprise 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. Government-wide financial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City of Pasco’s finances in a manner similar to a private- sector business. The Statement of Net position presents information on all of the City of Pasco’s assets and liabilities with the difference between the two reported as net position. 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. The statement of activities presents information showing how the government’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). The government-wide financial statements distinguish functions of the City of Pasco that are principally supported by taxes and intergovernmental revenues (Governmental Activities) from activities that are supported by fees and charges (Business-Type Activities). The governmental activities of the City of Pasco include general government, public safety, utilities and environment, transportation, economic environment, and culture and recreation. The business-type activities of the City of Pasco include water/sewer (which cover water, sewer, irrigation, process-reuse and storm water activities), equipment maintenance and equipment replacement services. Fund financial statements. A fund is a grouping of related accounts that is 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 of the funds of the City of Pasco can be divided into three categories: governmental funds, proprietary funds, and fiduciary 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. _________________________________________________________________________________________________________ Washington State Auditor's Office 13 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 of Pasco maintains thirty-one 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. In 2013 the general fund and the Construction fund were the only major governmental funds. Data from the other funds are combined into a single, aggregate presentation. Individual fund data for each of these nonmajor governmental funds is provided in the form of Combining Statements elsewhere in this report. The City of Pasco adopts an annual appropriated budget for its general fund. A budgetary comparison statement has been provided for the general fund to demonstrate compliance with this budget. Proprietary funds. The City of Pasco 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 of Pasco 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 to the City of Pasco’s various functions. The City of Pasco uses internal service funds to account for its equipment maintenance and replacement, central stores and medical/dental insurance. 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. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The enterprise fund financial statements provide separate information for the water/sewer fund. 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. 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 own programs. The accounting used for the fiduciary funds is much like that used for enterprise funds except for agency funds which only show assets and liabilities. Notes to the financial statements. The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. Government-wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. In the case of the City of Pasco, assets exceeded liabilities by $363,169 at the close of the most recent fiscal year. The largest portion of the City of Pasco’s net position (88%) reflects its investment in _________________________________________________________________________________________________________ Washington State Auditor's Office 14 capital assets (e.g. buildings, machinery, equipment, infrastructure, construction in progress) less any related outstanding debt used to acquire those assets. The city of Pasco uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City of Pasco’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other resources, since the capital assets themselves cannot be used to liquidate these liabilities. 3% of the City of Pasco’s net position represents resources that are subject to external restrictions on how they may be used. The remaining $30,998 of unrestricted net position (9%) may be used to meet the government’s ongoing obligations to citizens and creditors. At the end of the current fiscal year, the city of Pasco is able to report positive balances in all three categories of net position, both the government as a whole, as well as for its separate governmental and business-type activities. The same held true for the prior fiscal year. The government’s net position increased by $27,932 during the current fiscal year. The increase represents the degree to which ongoing revenues have exceeded increases in ongoing expenses mostly through cost containment measures. The increase was mainly from contributions of infrastructure from private development and other governmental agencies of $28,891. 2013 2012 2013 2012 2013 2012 Current assets 31.54$ 31.64$ 18.53$ 15.97$ 50.07$ 47.61 Capital and noncurrent assets 194.62 169.76 173.94 167.55 368.56 337.31 Total assets 226.16 201.40 192.47 183.52 418.63 384.92 Current liabilities 5.79 3.86 6.44 5.54 12.23 9.40 Noncurrent liabilities 5.98 7.34 37.25 32.95 43.23 40.29 Total liabilities 11.77 11.20 43.69 38.49 55.46 49.69 Net position: Investment in capital assets 189.00 163.58 129.66 130.32 318.66 293.90 Restricted 13.51 12.00 - - 13.51 12.00 Unrestricted 11.88 14.62 19.12 14.71 31.00 29.33 Total net position 214.39$ 190.20$ 148.78$ 145.03$ 363.17$ 335.23$ City of Pasco's Net Position (in millions) Governmental Activities Business Activities Total Primary Government _________________________________________________________________________________________________________ Washington State Auditor's Office 15 Governmental activities. Governmental activities increased the City of Pasco’s net position by $24,193 or 87% of the total change in net position. $28,891 of increase was from contributions of infrastructure from private and other governmental agencies. The pace of construction slowed in 2013. The city weathered the general economic challenges throughout the state with a continued growth of 6% increase in tax revenues. Property tax revenues continued to grow through increases in new construction, assessed valuation and the effect of the 2012 annexation. Sales tax continued to grow from new construction and continued improved economic climate. The city was able to maintain status quo on the number of approved personnel positions. The city was able to fund step increases, bargaining positions received contractual adjustments; and nonrepresented personnel received a cost of living adjustment in 2013. Without regard to the contributed capital assets, the city’s governmental activity revenue of $52,029 was $4,343 less than related expenses of $56,372. 2013 2012 2013 2012 2013 2012 Revenues Program revenues: Charges for services 18.31$ 13.29$ 17.99$ 18.03$ 36.30$ 31.32$ Operating grants & contributions 0.64 1.04 0.04 0.41 0.68 1.45 Capital grants & contributions 30.63 16.14 4.22 5.60 34.85 21.74 General revenues: Property taxes 7.15 6.66 7.15 6.66 Other taxes 22.48 21.17 22.48 21.17 Investment income and miscellaneous 1.71 4.65 0.09 0.03 1.80 4.68 Total revenues 80.92 62.95 22.34 24.07 103.26 87.02 Program expenses: General government 7.06 6.73 7.06 6.73 Public safety 22.48 20.49 22.48 20.49 Transportation 14.10 12.90 14.10 12.90 Economic environment 4.46 2.81 4.46 2.81 Culture and recreation 8.00 8.22 8.00 8.22 Interest on long term debt 0.27 0.32 0.27 0.32 Water 7.79 6.76 7.79 6.76 Sewer 7.22 7.43 7.22 7.43 Process water reuse 1.54 1.18 1.54 1.18 Storm water 1.17 1.03 1.17 1.03 Irrigation 1.23 1.10 1.23 1.10 Total expenses 56.37 51.47 18.95 17.50 75.32 68.97 Changes in net position 24.55 11.48 3.39 6.57 27.94 18.05 Transfers (0.36) 3.44 0.36 (3.44) - - Total changes in net position 24.19$ 14.92$ 3.75$ 3.13$ 27.94$ 18.05$ City of Pasco's Change in Net Position (in millions) Business Activities Total Primary GovernmentGovernmental Activities _________________________________________________________________________________________________________ Washington State Auditor's Office 16 GOVERNMENTAL ACTIVITES – REVENUES BY SOURCE GOVERNMENTAL ACTIVITIES – EXPENSES AND PROGRAM REVENUES Business-type activities. 13% of the increase in the City of Pasco’s net position was related to business-type activities. $959 of the $3,739 increase was from private developer capital contributions. There were no utility rate changes in 2013 as the city generally increases rates on a two year cycle. Water monthly base rates increased 30% (from $12.50 to $16.25 for residential) and stormwater rates increased approximately 13% (from $3.90 to $4.40 for residential) effective February 1, 2014. Without regard to the private developer contributed capital assets, the city’s business activity revenues of $21,362 exceeded on-going related expenses of $18,936. Charges for services 22% Operating Grants & Contributions 1% Capital grants & contributions 38% Property taxes 9 % Other Taxes 28% Investment income and miscellaneous 2% Sources of Revenues 2013 Charges for services 21% Operating grants & contributions 2% Capital grants & contributions 26%Property taxes 10% Other taxes 34% Investment income and miscellaneous 7% Sources of Revenues 2012 - 5.00 10.00 15.00 20.00 25.00 MI L L I O N S 2013 Expense 2013 Revenue 2012 Expense 2012 Revenue _________________________________________________________________________________________________________ Washington State Auditor's Office 17 UTILITY ACTIVITIES – EXPENSES AND PROGRAM REVENUES COMPARISON Financial Analysis of the Government’s Funds. As noted earlier, the City of Pasco uses fund accounting to ensure and demonstrate compliance with finance related legal requirements. Governmental funds. The focus of the City of Pasco’s governmental funds is to provide information on near-term inflows, outflows and balances of spendable resources. Such information is useful in assessing the City of Pasco financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the City of Pasco governmental funds reported combined ending fund balances of $21,827 (a decrease of $1,465 in comparison with prior year). Approximately 20% of this total amount, $4,424 constitutes unassigned fund balance which is available for spending at the government’s discretion. The general fund is the chief operating fund of the City of Pasco. At the end of the current fiscal year, unassigned fund balance of the general fund was $5,611. As a measure of the general fund’s liquidity, it may be useful to compare unrestricted, unassigned fund balance to total expenditures. This represents 17% of total expenditures. The fund balance of the City of Pasco’s general fund decreased by $3,297 during the current fiscal year; which is 10% of current year revenues. Overall revenues increased by 6% ($1,892) and total expenditures increased by 3% ($1,021). General fund tax revenue increased $1,498. Property taxes - 1.00 2.00 3.00 4.00 5.00 6.00 7.00 8.00 9.00 10.00 Water Sewer Process Water Reuse Stormwater Irrigation MI L L I O N S 2013 Expense 2013 Revenue 2012 Expense 2012 Revenue _________________________________________________________________________________________________________ Washington State Auditor's Office 18 increased $282 due to new construction and steady valuations and sales tax increased $1,187 as the new public safety sales tax was received for all of 2013 versus half of 2012. $122 of natural gas B&O tax shifted to natural gas sales tax as the end user rather than the gas broker is paying the tax. Electric B&O tax increased $327 due to increase in electric rates and the effect of the annexation of customers to the city. Offsetting this growth is $112 permit revenue declines as the pace of new construction starts to slow down, gambling taxes are down $150 and telephone B&O tax is down $122. Telephone tax continues to decline as customers move to internet and cell services that are not subject to the telephone tax. Intergovernmental revenues from state liquor taxes is $102 less as the state chooses to retain a higher percentage. Charges for services increased about 13% from the prior year; mostly from services rendered to other funds. The city was able to maintain status quo on the number of approved personnel positions and fewer vacant positions were left unfilled in 2013. The city was able to fund step increases, and there was a general cost of living wage adjustment in 2013 for nonrepresented and management employees. Union employees were paid per contract terms. The general fund revenues of $35,908 were more than related expenses of $33,735 before transfers in/out. Proprietary funds. The City of Pasco enterprise funds provide the same type of information found in the government-wide financial statements, but in more detail and separately states the activity of the Water/Sewer Utility separate from the internal service funds. Unrestricted net position of the utility fund at the end of 2013 was $16,682. The working capital ratio is the current assets less current liabilities and is a measure of liquidity for the utility to meet its short term payment obligations. At the end of 2013 the utility is well positioned as it has current assets of $15,985 available to meet its current liability obligations of $6,330 resulting in a working capital ratio of 2.52. The utility showed income before contributions and transfers of $52. The city continues to invest in both new infrastructure due to growth in population as well as replacing existing infrastructure as needed. The city has a meter and service replacement program with the goal of replacing the meters on an average of once every ten years. The utility actively participates with its customer utilizing utility local improvement districts to supplement the rate payer’s participation in capital construction. General Fund Budgetary Highlights The legal level of appropriation is at the fund level. The budget by function is shown to provide more detailed information. While total expenditures in the general fund were $124 in excess of the final budget, this was more than offset by the $694 in transfers out that were budgeted but not made. There was a change in the total expenditures appropriations between the original and final amended budget of $1,146 due to increases in the Fire Suppression expenditure budget. $771 was due to a retroactive settlement of the wage contract. $375 was due to over time related to several employees out on medical disability leave and others filling in with overtime to maintain minimum staffing requirements. Capital funding authorized in the final budget ($6,303) was only partially spent ($5,608) in 2013 as the rate of completion for the Municipal Court project did not occur as quickly as expected. Actual revenues were 109% of the original revenue budget and 104% of the final revenue budget. Revenues are generally estimated low in order to protect the city from unanticipated funding fluctuations. Actual total revenues exceeded actual total expenditures in by $2,173 (6%). _________________________________________________________________________________________________________ Washington State Auditor's Office 19 Capital Asset and Debt Administration Capital assets. The City of Pasco’s investment in capital assets for its governmental and business-type activities as of December 31, 2013 amounts to $318,660 (net of accumulated depreciation). This investment in capital assets includes land, buildings, improvements machinery and equipment, park facilities, roads, water and sewer treatment plants, etc. The total change in the City of Pasco’s capital assets (net of depreciation) for the current year was an increase of $24,219 for governmental activities and an increase of $3,816 for business-type activities. $28,891 of governmental assets was donated from private developers in 2013. Other major capital asset events during the current fiscal year included the following: • Spending on governmental activities included in the Capital Improvement Plan during 2013 totaled $7,103. The largest project was $3,113 for the city’s share of the county’s construction of a new courthouse facility. Major street projects included $1,138 for street overlays, $845 to substantially finish the 4th Ave North corridor project started last year and $212 for the continuing work on the Lewis St overpass project and $239 to start work on the Oregon Ave widening project. A variety of other street project totaled $560. City Hall replaced its cooling system for $222 and finished funding the replacement of its financial software system for $458. The remaining amounts were spent on a fire alerting system, replacement of playground equipment and replacing a small local pool with water spray system. • Spending on business activities included in the Capital Improvement Plan during 2013 totaled $9,862. Water projects totaled $1,069: $239 to finish the new water treatment plant, $208 for new river water intake access, $539 for water line replacements and $83 for several small projects. The sewer system invested $ 2,112. The largest project was $1,147 that nearly completes a new lift station to expand utility service to a newly annexed area to promote further commercial development. $679 was invested in re-lining of existing sewer pipes to extend their useful life and $286 for plant enhancements and line extensions. The Process Water Reuse Facility embarked on capacity plant upgrades spending $3,119 in 2013. The USBR Irrigation Connection projected continued with $1,420 funded primarily by state grants and $24 of costs were incurred for well rehabilitation projects. • Private development contributed a total of $28,891 in governmental activity infrastructure and $959 in utility infrastructure. Additional information on the City of Pasco’s capital assets can be found in note 4.C. _________________________________________________________________________________________________________ Washington State Auditor's Office 20 Long-term debt. At the end of the current fiscal year, the City of Pasco had total bonded debt outstanding of $34,350. Of this amount $3,995 comprises debt backed by the full faith and credit of the government. $30,355 of the City of Pasco bonded debt represents bonds secured primarily by specified revenue resources (i.e. revenue bonds). The city has $160 in special assessment bonds and $67 of LID note outstanding at the end of 2013; both of which are secured by the LID Guarantee Fund. Additional information on the City of Pasco’s long term liabilities can be found in note 4.F. Economic Factors and Next Year’s Budgets and Rates (amounts not in thousands) In 2013, the Pasco economy was stable and continued to grow but at a slower pace. The city issued a total of 2,113 building permits representing approximately $125 million in construction costs. Of the total permits, 204 were for new single-family residences which equates to $51 million in assessed valuation. The average value of a new home in Pasco was just over $250,000 in 2013. This stable economy was reflected in Standard & Poor’s rating the 2013 utility bond issue as AA-/Stable. In 2012 the county’s residents approved a new three tenths of one percent sales tax increase devoted to criminal justice. This new revenue source funded a new four person Street Crimes unit in the city’s police department, pay the cost (and/or debt service) to replace the city’s Municipal Court building as well as fund the construction of a new police station. 2013 was the first full year for receiving this new revenue source. Also late in 2012 the city annexed a part of the county. 2014 will be the first year the additional property taxes will go to the city. The annexed area was in a part of the county already surrounded by the city so additional revenues are expected without significant increases in annex related expenditures. 2013 2012 2013 2012 2013 2012 Land 12.71$ 12.45$ 2.52$ 2.49$ 15.23$ 14.94$ Construction in process 11.33 7.69 7.45 15.51 18.78 23.20 Buildings and structures 23.65 25.02 37.43 31.98 61.08 57.00 Other improvements 4.04 4.63 - - 4.04 4.63 Machinery and equipment 5.32 3.93 8.50 2.20 13.82 6.13 Infrastructure 136.23 115.32 114.46 114.36 250.69 229.68 Total capital assets 193.28$ 169.04$ 170.36$ 166.54$ 363.64$ 335.58$ City of Pasco's Capital Assets at Year-End (in millions) (Net of Depreciation) Governmental Activities Total Primary GovernmentBusiness-Type Activities 2013 2012 2013 2012 2013 2012 General Obligation Bonds 3.85$ 4.71$ -$ 3.85$ 4.71$ Special Assessement Bonds 0.16 0.32 0.16 0.32 Loans & Notes 0.28 0.44 10.33 11.96 10.61 12.40 Revenue Bonds 30.36 24.26 30.36 24.26 Total 4.29$ 5.47$ 40.69$ 36.22$ 44.98$ 41.69$ Governmental Activities Total Primary GovernmentBusiness-Type Activities City of Pasco's Bonds and Notes (in millions) _________________________________________________________________________________________________________ Washington State Auditor's Office 21 Overall, operating revenue to the general fund is expected to grow by $1.5 million next year, compared to the 2013 budget. Only $100,000 of that growth is expected in retail sales tax. Sales tax is the largest single-source of general fund revenue and it is also the most volatile. Property tax is estimated to increase by $445,000; about half due to new investments in the community and the other half reflect the annexation which took place late in 2012. For the past decade the city has opted to “bank” the levy capacity rather than increase property taxes by the maximum legal limit. This has resulted in an accumulated banked levy capacity of $1,762,951. The 2014 budget adds three new service programs: sidewalks, fire hydrants and industrial pre-treatment. In response to several injury claims over the past few years a four year sidewalk replacement program will start. It will be funded with annual $250,000 transfers from Capital Improvement Fund, LID Guarantee Fund and General Fund existing fund balances. The hydrant maintenance and addition program is funded by the water fund at $300,000 per year and has been factored into the six year rate plan. The city has grown in size such that state Department of Ecology now requires the city to manage industrial pre-treatment permit process rather than the state. The estimated annual cost of $200,000 per year has been factored into the six year rate plan. In 2013 the city reviewed the costs of providing ambulance and fire services. These two functions are carried out using many shared resources. Additionally, collections from billing and the Ambulance Fund balance have continued to decline. The specific identification of ambulance costs were reviewed and indicated the need for significant additional resources to cover those costs. Accordingly in 2014 the ambulance household charge and transport rates were increased in an effort to return the General Fund subsidy to the $420,000 in the past for 2014 and the ambulance rate plan calls for dropping the subsidy down to zero in 2015. The only fund larger than the general fund is the water/sewer utility fund. The water/sewer utility fund has grown rapidly over the past few years as it provides services to the thousands of new homes built over the past decade. Every year the utility updates its six year rate plan. Utility rates are generally increased every other year. No increases took place in 2013. Effective February 1, 2014, however, water monthly base rates increased 30% (from $12.50 to $16.25 for residential) and stormwater rates increased approximately 13% (from $3.90 to $4.40 for residential). There were no changes to the sewer or irrigation rates. Requests for Information This financial report is designed to provide a general overview of the City of Pasco’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Financial Services Manager, PO Box 293, Pasco, WA 99301. _________________________________________________________________________________________________________ Washington State Auditor's Office 22 Governmental Business-Type Activities Activities Total ASSETS Current assets: Cash & cash equivalents 22,127,965$ 5,942,785$ 28,070,750$ Restricted cash & cash equivalents: Contested tax, IBNR, drug forefit 778,059 778,059 Customer deposits 208,042 561,096 769,138 Unspent bond proceeds - 5,614,545 5,614,545 Debt service by vote or covenant 1,324,990 2,986,517 4,311,507 Investments 2,406,602 2,000,000 4,406,602 Receivables (net of allowances): Taxes 2,231,698 2,231,698 Customers 1,585,514 787,050 2,372,564 Grants 878,831 402,186 1,281,017 Inventories - 234,694 234,694 Total current assets 31,541,701 18,528,873 50,070,574 Noncurrent assets: Restricted cash - bond reserve - 3,188,801 3,188,801 Restricted cash - cemetery endowment 434,308 434,308 Special assessments & loans 801,175 397,549 1,198,724 Joint Ventures 114,218 114,218 Capital assets not being depreciated: Land 12,709,885 2,520,925 15,230,810 Construction work in progress 11,328,404 7,445,063 18,773,467 Capital assets net of accumulated depreciation: Buildings and structures 23,645,146 37,434,680 61,079,826 Other improvements 4,041,084 4,041,084 Machinery and equipment 5,319,592 8,495,822 13,815,414 Infrastructure 136,231,220 114,456,107 250,687,327 Total noncurrent assets 194,625,032 173,938,947 368,563,979 Total assets 226,166,733 192,467,820 418,634,553 LIABILITIES Current liabilities: Accounts payable 2,860,912 1,213,255 4,074,167 IBNR payable from restricted assets 549,430 549,430 Deposits payable from restricted assets 208,042 561,096 769,138 Accrued interest payable from restricted assets - 722,505 722,505 Compensated absences - current 1,509,677 368,961 1,878,638 Loans due other governments - current 144,967 1,669,767 1,814,734 Bonds - current 520,000 1,905,000 2,425,000 Total current liabilities 5,793,028 6,440,584 12,233,612 Noncurrent liabilities: Compensated absences 387,778 134,203 521,981 Net OPEB obligation 1,981,585 1,981,585 Loans due other governments 139,532 8,664,104 8,803,636 Bonds 3,475,000 28,450,000 31,925,000 Total noncurrent liabilities 5,983,895 37,248,307 43,232,202 Total liabilities 11,776,923 43,688,891 55,465,814 NET POSITION Net investment in capital assets 188,995,832 129,663,726 318,659,558 Restricted for: Cemetery (nonexpendable)434,308 434,308 Contested tax & drug forefits 228,629 228,629 Streets and boulevards 7,204,780 7,204,780 Litter and housing abatement 328,933 328,933 Park development 1,821,813 1,821,813 Culture and recreation 132,469 132,469 Capital improvement 2,976,167 2,976,167 Economic development 2,797 2,797 Geneneral obligation debt 333,498 333,498 Special assessment debt 47,412 47,412 Unrestricted 11,883,172 19,115,203 30,998,375 Total Net Position 214,389,810$ 148,778,929$ 363,168,739$ - - - The notes to the financial statements are an integral part of this statement. Statement of Net Position December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 23 Charges for Operating Capital Services, Fines &Grants and Grants & Governmental Business-Type Functional Programs Expenses Licenses Contributions Contributions Activities Activities Total Primary Government: Governmental Activities: General government 7,059,813$ 4,577,718$ (2,482,095)$ (2,482,095)$ Public safety 22,490,976 4,398,052 230,757 (17,862,167) (17,862,167) Transportation 14,097,649 3,506,524 72,157 30,631,459 20,112,491 20,112,491 Natural & economic environment 4,455,983 3,361,406 314,045 (780,532) (780,532) Culture and recreation 8,002,806 2,471,205 22,163 (5,509,438) (5,509,438) Interest on long term debt 265,097 (265,097) (265,097) Total Governmental Activities 56,372,324 18,314,905 639,122 30,631,459 (6,786,838) - (6,786,838) Business-type Activities: Water 7,780,398 7,809,476 1,107,139 1,136,217 1,136,217 Sewer 7,222,994 6,524,393 1,370,596 671,995 671,995 Process Water Reuse 1,541,481 1,454,705 (86,776) (86,776) Storm Water 1,165,361 1,138,235 41,848 195,087 209,809 209,809 Irrigation 1,226,184 1,049,912 1,541,270 1,364,998 1,364,998 Total Business-Type Activities 18,936,418 17,976,721 41,848 4,214,092 - 3,296,243 3,296,243 Total Primary Government 75,308,742$ 36,291,626$ 680,970$ 34,845,551$ (6,786,838) 3,296,243 (3,490,595) General Revenues: Taxes: Property taxes 7,148,713 7,148,713 Sales taxes 11,472,209 11,472,209 B&O taxes 8,893,603 8,893,603 Excise taxes 2,117,443 2,117,443 Intergovermental 1,566,354 1,566,354 Investment income and miscellaneous 136,621 87,868 224,489 Transfers (355,087) 355,087 - Total general revenues 30,979,856 442,955 31,422,811 Change in Net Position 24,193,018 3,739,198 27,932,216 Net Position Beginning 190,196,792 145,039,731 335,236,523 Net Position Ending 214,389,810$ 148,778,929$ 363,168,739$ The notes to the financial statements are an integral part of this statement. Program Revenues Statement of Activities For the Year Ended December 31, 2013 Net Revenue (Expenses) and Changes in Net Position Primary Government _________________________________________________________________________________________________________ Washington State Auditor's Office 24 Other General Construction Governmental Total ASSETS Cash and cash equivalents 1,614,068 1,465,619 15,382,004$ 18,461,691$ Restricted cash Contested tax & restricted use 228,629 228,629 Customer deposits 180,481 27,561 208,042 Cemetery endowment 434,308 434,308 Investments 1,906,602 500,000 2,406,602 Receivables (net of allowances): Taxes 1,981,468 250,230 2,231,698 Customers 1,226,542 358,972 1,585,514 Interfund loans 1,265,417 582,482 1,847,899 Grants 20,802 491,993 366,036 878,831 Special assessments & loans 801,175 801,175 Total assets 8,424,009 1,957,612 18,702,768 29,084,389 LIABILITIES Accounts payable 633,659 1,758,838 363,254 2,755,751 Interfund loans payable 2,037,293 2,037,293 Deposits payable from restricted assets 180,481 27,561 208,042 Total liabilities 814,140 1,758,838 2,428,108 5,001,086 DEFERRED INFLOWS OF RESOURCES Unavailable revenue 1,364,650 891,398 2,256,048 FUND BALANCES Nonspendable Cemetery permanent fund 434,308 434,308 Restricted Contested tax & drug forefits 228,629 228,629 Street and boulevard 7,204,780 7,204,780 Litter & housing abatement 328,933 328,933 Park development 1,821,813 1,821,813 Cultural and recreation 132,469 132,469 Capital improvements 2,976,167 2,976,167 Economic development 2,797 2,797 Geneneral obligation debt 333,498 333,498 Special assessment debt 47,412 47,412 Committed Landfill claims 404,795 404,795 Special revenue funds 2,364,608 2,364,608 Construction projects 198,774 198,774 Debt guarantee 924,106 924,106 Unassigned 5,611,795 (1,187,629) 4,424,166 Total fund balances 6,245,219 198,774 15,383,262 21,827,255 Total liabilities, deferred inflows of resources and fund balances 8,424,009$ 1,957,612$ 18,702,768$ Amounts reported for governmental activities in the statements of net position are different because: Long-term assets used in governmental activities are not financial resources and therefore are not reported in the government funds.190,537,534 Long-term liabilities are not due and payable in the current period and therefore are not reported in the funds. Proceeds from new debt and repayments of exisiting debts are recorded as resources and expenditures for fund reporting but are additions and reductions of liabilities for government wide reporting.(8,158,539) Other long-term assests are not available to pay for current period expenditures and,therefore, are deferred in the funds.2,256,048 Internal Service funds are used by management to charge the costs of certain activities to individual funds. The assets and liabilities of some internal service funds are included in the governmental activities in the statement of net position. Interfund loans 7,927,512 between governmental activities are excluded. Net position of governmental activities ( see page 26)214,389,810$ The notes to the financial statements are an integral part of this statement. Balance Sheet Governmental Funds December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 25 General Other Fund Construction Governmental Total REVENUES Taxes 26,345,139$ 3,256,456$ 29,601,595$ Licenses and permits 1,466,675 309,906 1,776,581 Intergovernmental revenue 1,796,829 1,740,087 2,248,097 5,785,013 Charges for services 4,737,688 6,749,099 11,486,787 Fines and forfeitures 937,047 48,356 985,403 Miscellaneous revenue 624,571 50,000 1,884,134 2,558,705 Total revenues 35,907,949 1,790,087 14,496,048 52,194,084 EXPENDITURES Current: General government 6,705,485 - 6,705,485 Public safety 18,675,555 3,689,061 22,364,616 Transportation 1,648,750 2,247,761 3,896,511 Natural & economic environment 1,545,972 2,741,319 4,287,291 Culture and recreation 4,260,846 2,717,220 6,978,066 Capital outlay: General government 284,409 1,141,334 - 1,425,743 Public safety 12,483 2,713,099 - 2,725,582 Transportation 2,994,371 - 2,994,371 Culture and recreation - 254,247 - 254,247 Debt service: Principal 468,042 726,527 1,194,569 Interest 133,172 131,925 265,097 Total expenditures 33,734,714 7,103,051 12,253,813 53,091,578 Excess of revenues over (under) expenditures 2,173,235 (5,312,964) 2,242,235 (897,494) OTHER FINANCING SOURCES (USES) Transfers in 138,000 4,478,413 2,412,521 7,028,934 Transfers out (5,608,583) (1,987,438) (7,596,021) Total other financing sources (uses)(5,470,583) 4,478,413 425,083 (567,087) Net change in fund balances (3,297,348) (834,551) 2,667,318 (1,464,581) Fund balances - beginning 9,542,567 1,033,325 12,715,944 23,291,836 Fund balances - ending 6,245,219$ 198,774$ 15,383,262$ 21,827,255$ Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 26 Net change in fund balances - total governmental funds (1,464,581)$ Amounts reported for governmental activities in the Statement of Activities are different because of the following reconciling items: Governmental funds report capital outlays as expenditures. However, in the statement of net position they are reported net of depreciation as a capital asset. Capital assets contributed by private developers do not provide current resources and are not reported as revenues in the funds.24,220,358 The statement of net position shows a decrease in joint ventures not reported in the funds.(56,128) The issuance of long-term debt (e.g. bonds, notes) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes current financial resources of governmental funds. Neither transaction, however, has any affect on net assets. There was no new issuance of governmental debt for the year ended December 31, 2013.1,194,569 Revenues reported in the statement of activies that do not provide current financial resources are not reported as revenues in the funds.139,358 Some expenses such as for compensated absences and loss on disposal of assets reported in the statement of net activities do not the use of current financial resources and, therefore, are not (561,171) reported as expenditures in the governmental funds. Internal service funds are used by management to charge the costs of certain activities to individual funds. The net revenue of internal service funds is reported with governmental activities. This amount comes from the Combining Statement of Revenues, Expenditures and Changes in Net Fund Assets for Internal Service Funds, Net Operating Income.720,613 Change in net position of governmental activities (see page 27)24,193,018$ The notes to the financial statements are an integral part of this statement. Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balance of Governmental Funds to the Statement of Activities For the Year Ended December 31, 2013 (Continued from prior page) _________________________________________________________________________________________________________ Washington State Auditor's Office 27 Original Final Variance to Budget Budget Actual Final Budget REVENUES Taxes 24,458,000$ 25,358,000$ 26,345,139$ 987,139$ Licenses and permits 1,093,200 1,693,200 1,466,675 (226,525) Intergovernmental revenue 1,463,700 1,463,700 1,796,829 333,129 Charges for services 4,536,509 4,536,509 4,737,688 201,179 Fines and forfeitures 807,650 807,650 937,047 129,397 Miscellaneous revenue 626,850 626,850 624,571 (2,279) Total revenues 32,985,909 34,485,909 35,907,949 1,422,040 EXPENDITURES Current: General government 7,069,624 7,238,124 6,705,485 (532,639) Public safety 17,208,000 18,388,000 18,675,555 287,555 Transportation 1,535,558 1,535,558 1,648,750 113,192 Natural & economic environment 1,629,516 1,629,516 1,545,972 (83,544) Culture and recreation 4,025,042 4,058,542 4,260,846 202,304 Capital outlay: General government 395,800 144,800 284,409 139,609 Public safety 15,000 12,483 (2,517) Debt service: Principal 468,046 468,046 468,042 (4) Interest 133,518 133,518 133,172 (346) Total expenditures 32,465,104 33,611,104 33,734,714 123,610 Excess of revenues over (under) expenditures 520,805 874,805 2,173,235 1,298,430 OTHER FINANCING SOURCES (USES) Interfund loans repaid 1,157,303 1,157,303 511,596 (645,707) Transfers in 138,000 138,000 138,000 - Interfund loan issued (123,763) (1,993,763) (285,000) 1,708,763 Transfers out (4,563,857) (6,302,665) (5,608,583) 694,082 Total other financing uses (3,392,317) (7,001,125) (5,243,987) 1,757,138 Net change in fund balances (2,871,512) (6,126,320) (3,070,752) 3,055,568 Prior period adjustments - Fund balances - beginning 7,573,573 7,573,573 9,542,567 1,968,994 Fund balances - ending 4,702,061$ 1,447,253$ 6,471,815$ 5,024,562$ Interfund loan activity included for budget purposes but not included in Statement of Revenues, Expenditures and Changes in Fund Balance (226,596) Fund balances - ending (see page 29)6,245,219 The notes to the financial statements are an integral part of this statement. Statement of Revenues, Expenditures, and Changes in Fund Balances-Budget to Actual General Fund For the Year Ended December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 28 Water/Sewer Internal Utility Service ASSETS Current assets: Cash and cash equivalents 3,399,384 7,534,665 $ Restricted cash equivalents: Claims incuured but not reported 549,430 Customer deposits 561,096 Unspent bond proceeds 5,614,545 Revenue bond covenants 2,986,517 Investments 2,000,000 Receivables (net of allowances): Customers 787,050 Interfund loans - current portion 43,890 Grants 402,186 Special assessments - current portion Inventory 234,694 Total current assets 15,985,472 8,127,985 Noncurrent assets: Restricted cash equivalents 3,188,801 Special assessments 397,549 Interfund loan 145,504 Capital assets not being depreciated: Land 2,520,925 Construction work in progress 7,409,247 35,816 Capital assets net of accumulated depreciation: Buildings and structures 37,434,680 Machinery and equipment 7,340,854 4,006,983 Infrastructure 114,456,107 Total noncurrent assets 172,748,163 4,188,303 Total assets 188,733,635 12,316,288 LIABILITIES Current liabilities: Accounts payable 1,111,284 207,132 IBNR payable from restricted assests 549,430 Other liabilities Customer deposits payable from restricted assets 561,096 Accrued interest payable 722,505 Compensated absences - current portion 360,641 27,854 Loans to other governments - current portion 1,669,767 Revenue bonds - current portion 1,905,000 Total current liabilities 6,330,293 784,416 Noncurrent liabilities: Compensated absences 134,203 Loans to other governments 8,664,104 Current Portion Loan Payable Revenue bonds payable 28,450,000 Total noncurrent liabilities 37,248,307 - Total liabilities 43,578,600 784,416 NET POSITION Net investment in capital assets 128,472,942 4,042,799 Unrestricted 16,682,093 7,489,073 Total net position 145,155,035 11,531,872 $ Adjustment to reflect the consolidation of internal service fund activity related to proprietary funds 3,623,894 Net position of business-type activities see page 26) 148,778,929 $ The notes are an integral part of this statement. Statement of Net Position Proprietary Funds December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 29 Water/Sewer Internal Utility Service OPERATING REVENUES Charges for services 17,850,903 $ 4,882,240 Miscellaneous 63,798 2,688,659 Total operating revenues 17,914,701 7,570,899 OPERATING EXPENSES Depreciation 5,488,565 797,079 Salaries and wages 2,599,430 275,609 Personnel benefits 1,167,964 117,264 Supplies 1,204,140 789,806 Services 7,402,110 5,066,517 Total operating expenses 17,862,209 7,046,275 OPERATING INCOME 52,492 524,624 NONOPERATING REVENUES (EXPENSES) Interest income 87,868 20,266 Rents and leases 62,020 Grant 41,848 Interest expense (1,268,270) Total nonoperating expense (1,076,534) 20,266 Income (loss) before contributions, special item and transfers (1,024,042) 544,890 Capital contributions 4,214,092 157,788 Transfers in 450,000 370,000 Transfers out (252,913) Changes in net position 3,387,137 1,072,678 Net position - beginning 141,767,898 10,459,194 Net position - ending 145,155,035 $ 11,531,872 $ Changes in net position per above 3,387,137 $ Adjustment to reflect the consolidation of internal service fund activity related to Proprietary funds 352,066 $ Change in net position of business-type activities 3,739,198 $ The notes to the financial statements are an integral part of this statement. Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 30 Water/Sewer Internal Utility Service CASH FLOW FROM OPERATING ACTIVITIES Receipts from customers 18,070,374$ 7,570,899$ Payments to employees (3,712,567) (384,939) Payments to suppliers (8,034,433) (6,229,551) Net cash provided by operating activities 6,323,374 956,409 CASH FLOW FROM CAPITAL AND RELATED FINANCING ACTIVITIES Acquisition of capital assets (8,312,043) (976,183) Principal paid on debt (5,281,744) - Interest paid on debt (1,185,233) - Bond proceeds received 9,797,427 - Payments received from notes and loans 210,692 - Transfers in (out) for capital 197,087 370,000 Capital charges 1,740,170 - Capital grant and contribution proceeds 1,153,390 - Net cash used by capital and related financing activities (1,680,254) (606,183) CASH FLOWS FROM INVESTING ACTIVITIES Investments sold and earnings 87,868 20,266 Interfund loan repayment - 96,000 Net cash provided from investing activities 87,868 116,266 Net increase in cash & cash equivalents 4,730,988 466,492 Beginning cash & cash equivalents 11,019,363 7,068,173 Ending cash & cash equivalents 15,750,351$ 7,534,665$ NON CASH ACTIVITIES Capital contributions 958,764 - Total noncash activities 958,764$ -$ RECONCILATION OF OPERATING INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES Net Operating Income 52,492$ 524,624$ ADJUSTMENTS TO RECONCILE OPERATING INCOME TO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES Depreciation 5,488,565 797,079 Rents and leases 62,020 Changes in assets and liabilities Decrease in customer receivables 93,653 - Decrease in inventories 82,654 - Increase in accounts payable and deposits 489,163 (373,228) Increase in compensated absences 54,827 7,934 Net cash provide by operating activities 6,323,374$ 956,409$ The notes to the financial statements are an integral part of this statement. Statement of Cash Flows Proprietary Funds December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 31 Pension and Other Postemployment Benefits Agency ASSETS Cash & cash equivalents 407,101$ 610,129$ Investments (at fair market value): LID Note 66,590 Federal Agency 78,789 Mutual Funds 4,115,001 Total assets 4,667,481 610,129 LIABILITIES Accounts payable 429,120 Due to others 181,009 Total liabilities - 610,129 NET POSITION Held in trust for pension benefits/other post employment benefits 4,667,481$ The notes to the financial statements are an integral part of this statement. Statement of Net Position Fiduciary Funds December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 32 Pension and Other Postemployment Benefits ADDITIONS Taxes 47,624$ Investment earnings: Interest 8,782 Dividends 236,655 Net increase in market value of investments 764,078 Total Additions 1,057,139 DEDUCTIONS Pension benefits 152,287 Medical premiums 113,471 Administrative expenses 7,104 Total deductions 272,862 Change in net position 784,277 Net position - beginning 3,883,204 Net position - ending 4,667,481$ The notes to the financial statements are an integral part of this statement. Statement of Changes in Net Position Fiduciary Funds For the year ended December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 33 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 government 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 the City of Pasco as a primary government unit. The City of Pasco does not have any component units. The City is a general purpose government and provides police and fire protection including emergency medical response, a municipal court, engineering, street construction and maintenance, planning and zoning, parks and recreation services, a public library and general administrative functions. The City also owns and operates a cemetery, a water system, a sewer system, a process water reuse system, a storm water management system and an irrigation system. The municipal golf course is owned by the city and operations are contracted to an outside vendor. The City’s basic financial statements include the financial position and results of operations of all funds that are controlled by the City. B. 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. For the most part, the effect of interfund activity has been removed from these statements. Exceptions to this general rule are for charges between the government’s utility functions and certain other service functions and various other functions of the government. These transactions that are for products and services rendered have not been eliminated. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. 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 support. 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 not 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 for a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. _________________________________________________________________________________________________________ Washington State Auditor's Office 34 Separate fund financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. Measurement focus, basis of accounting, and financial statement presentation The 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. Agency funds, a type of fiduciary fund, have no measurement focus as the purpose of this type of fund is to simply receive and disburse funds belonging to another organization. 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 recognized as soon as they are both measurable and available. 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 31 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claim and judgments, are recorded only when payment is due. General capital asset acquisitions are reported as expenditures in governmental funds. Issuance of long-term debt and acquisitions under capital leases are reported as other financing sources. Property taxes, licenses, and interest associated within the current period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Entitlements, such as grants, are recorded as revenues when all eligibility requirements are met, including any time requirements, and the amount is received during the period or within the availability period for this revenue source (within 60 days of year-end). Only the portion of 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. The proprietary, pension and other postemployment benefit trust funds are reported using the economic resources measurement focus and the accrual basis of accounting for reporting its assets and liabilities. The City reports the general fund as a major governmental fund. The general fund is the city’s primary operating fund. It accounts for all governmental financial resources, except those required to be accounted for in a separate fund. The City reports the Water/Sewer fund as a major proprietary fund. This fund includes water, sewer, process water reuse, stormwater and irrigation systems. _________________________________________________________________________________________________________ Washington State Auditor's Office 35 Additionally, the City reports the following fund types: Special Revenue funds are used to account for revenues that are raised for a specific purpose. Debt Service funds which account for the resources accumulated and payments made for principal and interest on long-term general obligation debt of governmental funds. Capital Project funds are used to report significant capital acquisition and construction separate from ongoing operating activities. The construction fund was a major fund in 2013. Permanent funds are used to report resources that are legally restricted to the extent that only earnings, and not principal, may be used for purposes that support the reporting government’s programs. Internal Service funds account for equipment replacement and operation, central stores, and medical/dental insurance services provided to other departments of the City on a cost reimbursement basis. Pension Trust funds is used to account for the sources and uses of funds to meet the pension benefit rights of those firemen covered under the Plan prior to the creation of Law Enforcement Officers and Fire Fighters (LEOFF) pension system in 1970 as well as other post-employment benefits for medical services for retired LEOFF employees. As a general rule the effect of the interfund activity has been eliminated for the government-wide financial statements. Exceptions are for business taxes the utility pays to the general fund. Likewise, other charges between the government’s utility functions and certain other service functions and various other functions of the government have not been eliminated. Eliminations of these charges would distort the direct costs and program revenues reported for the various functions concerned. Amounts reported as program revenues include 1) charges to customers, 2) operating grants and contributions, and 3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. General revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services and 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 waste water processing. Operating expenses for enterprise funds and internal service funds include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. D. Assets, liabilities, deferred outflows/inflows of resources, and net position/fund balance 1. Deposits and investments The government’s cash and cash equivalents are considered to be cash on hand, demand deposits, and short-term investments with original maturities of three months or less from the date of acquisition. _________________________________________________________________________________________________________ Washington State Auditor's Office 36 State statutes and the city’s investment policies authorize the city to invest in obligations of the U.S. treasury, repurchase agreements and the State Treasurer’s Local Government Investment Pool (LGIP). The interest on these investments is prorated to the various funds on a monthly basis. The City’s deposits are covered by federal depository insurance (FDIC and FSLIC) or by collateral held in the multiple financial institution collateral pool administered by the Washington Public Deposit Protection Commission (PDPC). Investments are generally reported at cost which approximates fair value for the items held. In the pension fund mutual fund investments are reported at fair value. The LGIP operates in accordance with appropriate state laws and regulations. The reported value of the pool is the same as the fair value of the pool shares. See additional deposit investment and restricted asset information in note 4. A. 2. Receivables and payables Activities between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as “interfund loans payable/receivable”. 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”. Loans between funds, as reported in the fund financial statements, are included as a liability in applicable governmental funds so that the indicated fund balance represents amounts available for appropriation and expendable available financial resources. Taxes receivable consist of property taxes, sales taxes, interfund taxes, business and occupation 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; the first billing is due April 30 and the second is due October 31. Customer accounts receivable consist of amounts owed from private individuals or organizations for goods and services. The allowance for uncollectible accounts for the ambulance fund is approximately 49% of the outstanding receivable at December 31, 2013. Grants receivable are reported for grants where qualified expenditures have been made prior to the end of the year. Other receivables include municipal court receivables, and interest receivable. Accrued interest at year end consists of amounts earned by investments, notes and contracts at the end of the year. Special assessments are recorded when levied. Special assessments receivable consist of current and delinquent assessments and related interest and penalties. Deferred assessments consist of unbilled special assessments that are liens against the property benefitted. As of December 31, 2013 $9,510 of Governmental and $22,760 of Business-type special assessments were delinquent. Assessed property owners are responsible for debt repayment. The city guarantee’s the debt to the extent of the LID guarantee fund. Governmental-type special assessments are for street improvements; Business Type special assessments are for sewer infrastructure. _________________________________________________________________________________________________________ Washington State Auditor's Office 37 Notes and contracts receivable consist of amounts owed on open account from private individuals or organizations for goods and services rendered. Since the City is unable by law to grant credit to any entity, all loans receivable are related to grant monies received from other agencies which have authorized the loan as part of the grant process. Repayment of these loans are used to establish revolving loan funds for loans that match the original grant purpose. 3. Inventories There are currently no inventories in governmental funds. Inventories in proprietary funds are valued using a floating average of costs. 4. Restricted assets and liabilities These accounts contain resources for construction and debt service in enterprise funds and customer deposits. 5. Capital assets. Capital assets, which include 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 one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. The government reports infrastructure assets on a network and subsystem basis. Such assets are recorded at historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. 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. There were no capitalized interest costs capitalized by the City during fiscal year 2013. 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: Assets Threshold Useful Lives Land All Building & Structure $5,000 5 - 50 Other improvements $5,000 5 - 100 Machinery & Equipment & Vehicles $5,000 2 - 50 Infrastructure $5,000 5 - 50 _________________________________________________________________________________________________________ Washington State Auditor's Office 38 6. Compensated absences 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. Sick leave may be accumulated up to a maximum of 960 hours for all employees except firefighters. Firefighter sick leave may be accumulated up to a maximum of 840 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 one and a half times the employee’s annual vacation accrual rate and is payable upon resignation, retirement or death. 7. Long-term obligations In the government-wide financial 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 statement of net position. Bond premiums and discounts, as well as issuance costs, when material, are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of the applicable bond premium or discount. Material bond issuance costs are reported as deferred charges and amortized over the term of the related debt. Currently there are no material amounts of bond premiums, discounts or unamortized issuance costs. 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 financial sources. Premiums received on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from actual debt proceeds received, are reported as professional service costs. 8. 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 position that applies to a future period(s) and so will not be recognized as an inflow of resources (revenue) until that time. The city has only one type of item, which arises only under a modified accrual basis of accounting, which qualifies for reporting in the category. Accordingly, the item, unavailable revenue is reported only in the governmental funds balance sheet. The governmental funds report unavailable revenues for 2013 as follows: _________________________________________________________________________________________________________ Washington State Auditor's Office 39 a. Uncollected property taxes levied. b. Unbilled special assessments levied against benefited property for the cost of local improvements. An allowance for uncollectibles is not necessary since the assessments are liens against the property benefited. c. Rain checks and gift certificates issued by the golf course and certain headstones and liner sales by the cemetery which obligate the city to future services. 9. 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 determine 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 balance as it does when appropriating fund balance 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. 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 amounts that are available for any purpose. _________________________________________________________________________________________________________ Washington State Auditor's Office 40 NOTE 2 – RECONCILIATION OF GOVERNMENT-WIDE AND FUND FINANCIAL STATEMENTS A. Explanation of certain differences between the governmental funds balance sheet and the government-wide statement of net position. The governmental fund balance sheets includes a reconciliation between fund balance – total governmental funds and net position – governmental activities as reported in the government- wide statement of net position. One element of that reconciliation explains that “Long-term assets used in governmental activities are not financial resources and, therefore, are not reported in the funds”. The following shows the detail of these capital asset changes net of accumulated depreciation: Beginning balance of capital assets excluded from fund level: Joint venture $ 170,346 Land 12,453,988 Construction in process 7,258,035 Building 25,021,220 Other improvements 4,634,948 Equipment 1,818,233 Infrastructure 115,320,919 Current year spending in construction work in progress 7,257,934 Current year capital purchases 142,009 Current year capital donations received 28,891,372 Current year decrease in joint venture (56,128) Current year capital asset disposals (304,385) Current year depreciation (12,070,957) Net adjustment to add to government-wide fund balance to arrive at Net position-governmental activities $ 190,537,534 Another element of that reconciliation explains that “Long-term liabilities are not due and payable in the current period and are not reported in the funds.” The following show the detail of these liability changes: Beginning balance of long-term liabilities excluded from fund level: Compensated absences $ (1,927,105) OPEB obligation (1,695,149) Bonds and notes payable (5,474,068) Current year principal payments reducing debt 1,194,569 Current year OPEB and other expense recognized (256,786) Net adjustment to reduce government-wide fund balance to arrive at Net position-governmental activities $ (8,158,539) _________________________________________________________________________________________________________ Washington State Auditor's Office 41 B. Explanation of certain differences between the governmental funds statement of revenues, expenditures, and changes in fund balances and the government-wide statement of activities The governmental funds’ statement of revenues, expenditures and changes in fund balances includes reconciliation between net changes in fund balances – total governmental funds and changes in net position of governmental activities as reported in the government-wide statement of activities. The first element of that reconciliation relates to capital activity as follows: NOTE 3 - STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY A. Budgetary information Scope of budget Annual revenue and appropriated expenditure budgets are adopted for the general, special revenue, proprietary and pension trust funds. Additionally, project basis budgets are adopted for capital projects. All annual appropriations lapse at the fiscal year end. For governmental funds, the only difference between the budgetary basis and generally accepted accounting principles (GAAP) is that proceeds from interfund loans are treated as budged revenue and repayment of interfund loans are treated as budgetary expenditures (except for loans that are issued one day and repaid the next). Budgetary accounts are integrated in fund ledgers for all budgeted funds. Budgets for debt service and capital project funds are adopted at the level of the individual debt issue or projects and for the fiscal periods that correspond to the lives of debt issues or projects and the annual expenditure piece is also included in the appropriate fund’s annual budget. Nation Council on Governmental Accounting (CNGA) Statement 1 does not require, and the financial statements do not present budgetary comparisons for proprietary fund types. Procedures for adopting the original budget The City's budget procedures are mandated by RCW 35A.33. The steps in the budget process are as follows: Capital outlays for: Land 28,457 Construction in Process 7,257,934 Machinery & Equipment 113,552 Contributed capital assets 28,891,372 Current year depreciation: Buildings (1,120,191) Other Improvements (593,864) Machinery & Equipment (288,514) Infrastruture (10,068,388) Net capital activity 24,220,358 _________________________________________________________________________________________________________ Washington State Auditor's Office 42 • Prior to the first Tuesday in November, the City Manager submits a proposed budget to the Council. This budget is based on priorities established by the Council and estimates provided by departments during the preceding months, and balanced with revenue estimates made by the Financial Services Manager. • The Council conducts public hearings on the proposed budget in November and/or December. • The Council makes its adjustments to the proposed budget and adopts by ordinance a final balanced budget no later than December 31. • Within 30 days of adoption, the final budget is available to the public. Amending the budget The budget, as adopted, constitutes the legal authority for expenditures. The City’s budget is adopted at the fund level, so that expenditures may not legally exceed appropriations at that level of detail. The City Manager is authorized to transfer budgeted amounts between departments within any fund; however, any revisions that alter the total expenditures of a fund, or that affect the number of authorized employee positions, salary ranges, hours, or other conditions of employment must be approved by the City Council. When the City Council determines that it is in the best interest of the City 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 one public hearing. 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. B. Deficit fund equity The LID Note fund, Community Development and Stadium/Conventions center funds showed deficit fund equity positions at December 31, 2013. This is expected and normal since the debt related to these funds is from an internal loan rather than an outside funding source. With internal financing the debt is carried within the fund and therefore results in a negative fund balance. Cash balances were positive for these funds at the end of the year. If the financing was external, then no fund deficit would exist. C. Budgetary compliance The Golf Course fund exceeded its appropriation of $1,768,000 by $53,165, the Senior Center fund exceeded by $6,753, the Multi-Modal fund exceeded by $287 and the Revolving Abatement fund by $13,130. _________________________________________________________________________________________________________ Washington State Auditor's Office 43 NOTE 4 – DETAILED NOTES ON ALL FUNDS A. Deposits, investments and restricted assets As of December 31, 2013 the government had the following: Weighted Average Fair Value Maturities (Years) Local Government Investment Pool Total Invested Cash Equivalents $31,054,966 N/A Investments in Federal Agencies 1,485,390 12.3 Investment in Mutual Funds 4,115,003 N/A Investment in Certificate of Deposits 3,000,000 0.13 Investment in Notes 66,590 7.38 Total fair value $39,721,949 Portfolio weighted average maturity 2.50 Interest rate risk. Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. In accordance with its investment policy, the City manages its exposure to declines in fair value by limiting the maturity of investments. Investments over one year require the City Manager’s approval. In addition, to achieve its financial objective of maintaining liquidity to meet all operating requirements, the City typically selects investments that have shorter average maturities. The city’s investment policy does not specifically address interest rate risk. Credit risk. Credit risk is the risk that an issuer or other counterparty to an investment will not fulfill its obligations. The city investment policy allows the following types of investments in accordance with state law: demand or investment deposits in qualified public depositories located within the state; United States’ government bonds, notes bills; certificates of deposits from financial institutions that participate in Washington State’s Public Deposit Protection Commission’s list of “Qualified Public Depositories”; bankers acceptances, repurchase agreements and the Washington State Treasurer’s Office Local Government Investment Pool (LGIP). 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, 2013 the City’s investments in agency securities were all rated AAA. The LGIP is not 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. 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. 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. With the Exception of U.S. Treasury securities and the State Treasurer’s Local Government Investment Pool (LGIP) no more than twenty percent of the city’s total investment portfolio should be invested in a single security type and not more than twenty percent should be invested with a single financial institution. _________________________________________________________________________________________________________ Washington State Auditor's Office 44 Concentration of credit risk as a percentage of total investments: Custodial credit risk – deposits. This is the risk that in the event of a bank failure, the governments’ deposits may not be returned. The city’s policy states that the maximum amount to be placed with any one depositary shall not exceed the net worth of the institution (at the time of investment) as determined by the State of Washington Public Deposit Protection Commission (PDPC). According to the PDPC Act implemented August 11, 1969 financial institutions holding public funds have requirements to collateralize those funds. The maximum liability of a public depository is equal to ten percent of all public deposits held by that depositary at the time of the most recent Commission report date or the average of the balances of public deposits on the four most recent Commission report dates, whichever is greater. This amount, which is subject to audit, represents the maximum amount the Commission can assess each depository in the event of a loss due to default of a participating depositary. The city had $13,842,988 on deposit with US Bank on December 31, 2013. The FDIC insures those deposits up to $250,000. US Bank is required to collateralize 10% of the remaining funds which is $1,359,298. The temporary custodial credit risk for uncollateralized deposits at US Bank was $12,233,690 at December 31, 2013. Custodial credit risk – investments. For an investment, this is the risk that, in the event of the failure of the counterparty, the government will be able to recover the value of its investments or other collateral securities that are in the possession of an outside party. The city limits its custodial credit risk by holding investments that are insured and are registered or held by the city’s agent in the city’s name. Certificates of deposits are entirely covered by federal depository insurance (FDIC and FSLIC) or by collateral held in a multiple financial institution collateral pool administered by the Washington Public Deposit Protection Commission (PDPC). Restricted assets. The corpus of permanent funds is included in restricted assets. The Water/Sewer utility issued bond proceeds in the prior year for construction projects which were not fully expended by the end of the current year. The remaining funds are restricted for construction purposes. Certain resources set aside for the repayment of revenue bonds are classified as restricted assets on the balance sheet because they are maintained in a separate account and their use is limited by applicable bond covenants. The “bond debt service” account is used by the Water/Sewer fund to report resources set aside to subsidize potential deficiencies from the Water/Sewer operations that could adversely affect debt service payments. The Water/Sewer fund has constructed projects and assessed special assessments to recover certain portions of the construction costs. Those assessments receivable are pledged to pay for the related special assessment debt and are therefore restricted to that purpose. Cash provided from customers as deposits are also restricted. Restricted assets are composed of the following: Issuer % of Total Fair Value Federal Farm Credit Bank 3% 1,000,000 Small Business Admin 1% 485,390 US Bank 8% 3,000,000 Local Gov't Invest Pool 78% 31,054,966 City of Pasco LID 0%66,590 American Funds 10% 4,115,002 100% 39,721,948 _________________________________________________________________________________________________________ Washington State Auditor's Office 45 Temporary Permanent Restrictions Restrictions City View Cemetery Endowment $434,308 Water/Sewer Debt Reserve account $3,188,801 Water/Sewer Debt Service account 2,986,516 Water/Sewer Bond Proceeds 5,614,545 Water/Sewer Customer Deposits 561,096 Claims incurred but not reported (IBNR) 549,430 Bi-centennial contribution 6,264 Standstill Tax Refund Agreement 162,232 Governmental Funds Customer Deposits 208,041 Drug Forfeit and Evidence 60,133 Water/Sewer Special Assess Receivable 397,549 Governmental Special Assess Receivable 801,175 B. Receivables Taxes receivable. Taxes receivable consist of several types of taxes: property taxes, sales taxes and business & occupation taxes, excise taxes, gambling and admission taxes. 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. Property Tax Calendar 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 taxes are recorded as a receivable when levied, offset by deferred revenue. During the year property tax revenues are recognized when cash is collected and deferred property tax revenue is reduced. Prior year tax levies were recorded using the same principal. The reported balances include tax payments from the county received through December 31, 2013. Tax receipts received by the county in December but remitted to the City in January are not material and are included as part of the tax receivable amount reported. Delinquent taxes totaled $353,130 and since these funds are not available revenue recognition is deferred. Subsequent collections of delinquent amounts will be recorded in revenue in the period actually received. _________________________________________________________________________________________________________ Washington State Auditor's Office 46 The City may levy up to $3.60 per $1,000 of assessed valuation for general governmental services subject to two limitations: a. Except as otherwise provided for, the levy for taxing districts in any year shall be set so that the regular property taxes payable in the following year shall not exceed the limit factor of 101% multiplied by the amount of regular property taxes lawfully levied for such district in the highest of the three most recent years in which such taxes were levied for such district plus an additional dollar amount calculated by multiplying the increase in assessed value in that district resulting from new construction, improvements to property, and any increase in the assessed value of state-assessed property by the regular property tax levy rate of that district for the preceding year. 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. Effective November 29, 2007 Washington State House Bill (HB) 2416 reinstated the one percent property tax limit factor adopted by voters under Initiative No. 747 following the invalidation of that initiative by the courts. The provisions of HB 2416 are retroactive to and prospective from taxes levied for collection in 2002. The retroactivity extinguishes the additional levying capacity resulting from the November 2007 court ruling but let’s stand any banked capacity accumulated prior to the court ruling and the authority to continue to bank future unused capacity. In November 2012, the City approved an ordinance establishing the operating levy for 2013 of $6,492,514 based on an assessed valuation of $3,300,169,365 and an estimated rate of $1.966733 per $1,000 of assessed value. In November 2013, the City approved an ordinance establishing the operating levy for 2014 of $6,927,439 based on an assessed valuation of $3,541,628,830 and an estimated rate of $1.956004 per $1,000 of assessed value. Additionally, the city levied an additional amount to cover bond payments for the 1999 UTGO bond for the Library Remodel ($58,746) and the 1999 UTGO bond for the Fire Station ($74,404). Sales and excise taxes. The state is the collection agent for sales and real estate excise taxes in the State of Washington. The vendor has until approximately the end of the following month to remit sales tax to the state for taxable sales. The state then has approximately another month to remit the city’s portion of the tax to the city. The city’s basic sales tax rate is one-half of one percent. Utility occupation taxes. The city assessed a gross revenue tax and use on certain utilities within the city. The rate is for these taxes are eight and one-half percent. Other receivables. As of December 31, 2013 the city’s individual major funds contain no allowance for uncollectible accounts and nonmajor funds receivable balances include the applicable allowance for uncollectible accounts (which relates to ambulance services) of $189,523. Special assessments and unavailable revenue. Governmental funds report unavailable revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received but not yet earned. At the end of the current fiscal year, the various components of deferred revenue reported in the governmental funds were as follows: _________________________________________________________________________________________________________ Washington State Auditor's Office 47 Unavailable Revenue – Property Taxes $ 353,130 Unavailable Revenue – Special Assess/Loans 801,175 Unavailable Revenue – Municipal Court 1,036,487 Unavailable Revenue – Other 65,256 Total $2,256,048 Loans receivable. Loans receivables consist of amounts owed on an open account from private individuals or organizations for goods and services rendered. Since the City is unable by law to grant credit to any entity, all loans receivable are related to grant monies received from other agencies which have authorized the loan as part of the grant process. Repayments of these loans are used to establish revolving loan funds for loans that match the original grant purpose. The long term portion of those loans receivable are included in reserved fund balance as the assets are not available to liquidate liabilities in the current period. C. Capital Assets Capital asset activity for the year ended December 31, 2013 was as follows: ` Governmental Activities:Beginning Balance 01/01/13 Current Period Increases Current Period Decreases Ending Balance 12/31/13 Capital assets, not being depreciated Land 12,453,988 292,730 36,833 12,709,885 Construction in process 7,693,195 7,944,721 4,309,512 11,328,404 Total capital assets, not being depreciated 20,147,183 8,237,451 4,346,345 24,038,289 Capital assets, being depreciated: Building & structure 38,200,730 11,670 267,552 37,944,848 Other improvements 9,240,869 9,240,869 Machinery and equipment 9,890,142 2,379,556 670,887 11,598,811 Infrastructure 166,642,530 30,978,690 197,621,220 Total capital assets being depreciated 223,974,271 33,369,916 938,439 256,405,748 Less accumulated depreciation: Building & structure 13,179,510 1,120,192 14,299,702 Other improvements 4,605,922 593,863 5,199,785 Machinery and equipment 5,957,943 830,201 508,925 6,279,219 Infrastructure 51,321,610 10,068,390 61,390,000 Total accumulated depreciation 75,064,985 12,612,646 508,925 87,168,706 Total capital assets, being depreciated, net 148,909,286 20,757,270 429,514 169,237,042 Governmental activities capital assets net 169,056,469$ 28,994,721$ 4,775,859$ 193,275,331$ _________________________________________________________________________________________________________ Washington State Auditor's Office 48 Depreciation expense by function: Business Type Activities:Beginning Balance 01/01/13 Current Period Increases Current Period Decreases Ending Balance 12/31/13 Capital assets, not being depreciated Land 2,494,425$ 26,500$ 2,520,925$ Construction in process 15,512,175 8,035,515 16,102,627 7,445,063 Total capital assets, not being depreciated 18,006,600 8,062,015 16,102,627 9,965,988 Capital assets, being depreciated: Building & structure 64,382,892 8,136,699 72,519,591 Machinery and equipment 4,090,948 6,662,062 109,311 10,643,699 Infrastructure 144,296,602 2,802,065 147,098,667 Total capital assets being depreciated 212,770,442 17,600,826 109,311 230,261,957 Less accumulated depreciation: Building & structure 32,618,137 2,466,774 35,084,911 Machinery and equipment 1,894,119 363,069 109,311 2,147,877 Infrastructure 29,728,444 2,914,116 32,642,560 Total accumulated depreciation 64,240,700 5,743,959 109,311 69,875,348 Total capital assets, being depreciated, net 148,529,742 11,856,867 160,386,609 Business activities capital assets net 166,536,342$ 19,918,882$ 16,102,627$ 170,352,597$ Governmental activities: General government 363,701$ Public Safety 413,715 Transportation 10,367,213 Economic environment 195,324 Culture & recreation 1,272,693 Total depreciation expense - governmental activities 12,612,646$ Business-type activities: Water 1,834,206$ Sewer 2,971,371 Process water reuse facility 233,202 Stormwater 253,102 Irrigation 452,078 Total depreciation expense- business-type activities:5,743,959$ _________________________________________________________________________________________________________ Washington State Auditor's Office 49 Construction commitments The City of Pasco has active construction projects as of December 31, 2013. The projects include street construction and various utility constructions. At year end, the city’s commitments with contractors are as follows: D. Interfund loans receivable, payable and transfers Interfund loans The composition of interfund loan balances as of December 31, 2013 is as follows: PROJECT SPENT REMAINING CATEGORY COMMITMENT TO DATE COMMITMENTS STREET 8,299,027 6,920,907 1,378,120 GENERAL 5,263,084 3,271,163 1,991,921 PARKS 117,534 - 117,534 WATER 2,994,048 2,811,032 183,016 SEWER 3,927,187 3,627,395 299,792 PWRF 3,393,523 2,945,792 447,731 STORMWATER 1,158 525 633 IRRIGATION 2,112,288 1,620,802 491,486 TOTAL 26,107,849$ 21,197,616$ 4,910,233$ Interfund Loan Loan Original Loan Outstanding Loan Interfund Loan Due in More Receivable Purpose Amount Amount Payable Than 1 Year General Fund Temporary cash flow 285,000 285,000 Nonmajor Special Revenue - General Fund Interim construct finance 242,702 242,702 Nonmajor Debt Service - General Fund Interim construct finance 265,311 265,311 Nonmajor Debt Service - General Fund PWRF asset purchase 700,000 472,404 Nonmajor Special Revenue 239,118 Nonmajor Special Revenue Parkng Lot Resurface 689,000 582,482 Nonmajor Special Revenue 472,769 Internal Service Fund Permanent LID Financing 438,905 189,394 Nonmajor Debt Service 145,504 2,620,918 2,037,293 857,391 _________________________________________________________________________________________________________ Washington State Auditor's Office 50 Interfund transfers Transfers between funds during the year ended December 31, 2013 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. There were one time transfers for the purpose of construction 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; from earnings in the cemetery endowment fund to pay the general fund for maintenance activities; from earnings and fund balance of the Boulevard Maintenance fund to the general fund to pay for boulevard maintenance activities and from the general fund to the ambulance fund. E. Leases Operating leases. The city leases its front-line police vehicles. Leases are generally for a three year period. Generally, at the end of the three year period the lease ends and the city returns the vehicles. New vehicles and leases are then acquired. The following represents the future minimum lease payments: General Nonmajor Special Nonmajor Debt Utility Total General 138,000$ 138,000$ Nonmajor Special Revenue 2,191,709 220,812 2,412,521 Major Construction 3,204,874 1,049,552 129,074 94,913 4,478,413 Utility 450,000 450,000 Internal Service 212,000 158,000 370,000 Total 5,608,583$ 1,858,364$ 129,074$ 252,913$ 7,848,934$ TRANSFER FROM T R A N S F E R T O Year Ending December 31 Amount 2014 4,631 2015 14,284 2016 8,478 2017 9,910 2018 1,258 Total $38,561 _________________________________________________________________________________________________________ Washington State Auditor's Office 51 F. Long-term Debt Changes in long-term liabilities. For the governmental activities, compensated balances are generally liquidated by the General and Streets funds while worker’s compensation claims are liquidated by the Medical/Dental internal services fund. The net pension obligation is generally liquidated by the Fire Pension Trust Fund and the net OPEB obligation is also generally liquidated by the general fund. Long-term liability activity for the year ended December 31, 2013 was as follows: Long-term debt. The city issues general obligation bonds to finance capital improvements such as bridges, streets, municipal buildings and enterprise facilities such as water and sewer utilities. Bonded indebtedness has also been entered into (currently and in prior years) to advance refund several general obligation and revenue bonds. The City is also liable for notes that were entered into for the purchase of the TRAC Facility, Animal Control facilities and police equipment. These notes are considered obligations of the general government and are being repaid with general governmental resources. Proprietary fund revenues are used to repay revenue and refunding bonds as well as certain loans. The bond issues are not subject to arbitrage but the investments held in reserves (and the Guarantee Fund for LID 135 and 145) are subject to rebate and yield restrictions. Changes in Long-Term Liabilities Beginning Ending Due Within Balance Additions Reductions Balance One Year GOVERNMENTAL ACTIVITIES General obligation bonds 4,710,000$ -$ (875,000)$ 3,835,000$ 520,000$ Special Assessment Bond 320,000 - (160,000) 160,000 - External Loans & Notes 444,068 - (159,569) 284,499 144,967 Compensated absences 1,927,105 1,499,078 (1,528,728) 1,897,455 1,509,677 Net OPEB obligation 1,695,149 800,733 (514,297) 1,981,585 Governmental activity long-term liabilities 9,096,322$ 2,299,811$ (3,237,594)$ 8,158,539$ 2,174,644$ BUSINESS ACTIVITIES Revenue bonds 24,260,000 9,755,000 (3,660,000) 30,355,000 1,905,000 External Loans & Notes 11,955,592 - (1,621,721) 10,333,871 1,669,767 Compensated absences 445,322 442,132 (384,290) 503,164 368,961 Business activity long-term liabilities 36,660,914$ 10,197,132$ (5,666,011)$ 41,192,035$ 3,943,728$ _________________________________________________________________________________________________________ Washington State Auditor's Office 52 GENERAL OBLIGATION BONDS MATURITY INTEREST ORIGINAL INSTALLMENT PURPOSE RANGE RATE RANGE AMOUNT 2013 AMOUNT 1999 LTGO Library and Fire Station 2011-2019 5.25% - 5.60%1,700,000$ 100,000$ 2002 Civic Center 2011-2013 4.00% - 4.00%3,155,000 365,000 2011 LTGO Refund 2001 LTGO 2011-2020 2.00% - 4.00%4,110,000 410,000 YEAR ENDING DECEMBER 31 PRINCIPAL INTEREST PRINCIPAL INTEREST 2014 520,000 149,600 2015 530,000 131,600 2016 545,000 113,250 2017 560,000 94,400 2018 575,000 70,400 2018-2022 1,105,000 66,200 2023-2028 - - TOTAL 3,835,000$ 625,450$ -$ -$ - - SPECIAL ASSESSMENT BONDS MATURITY INTEREST ORIGINAL INSTALLMENT PURPOSE RANGE RATE RANGE AMOUNT 2013 AMOUNT LID 145 A Street Improvments 2012-2020 2.25% - 5.00% 785,129$ 160,000$ YEAR ENDING DECEMBER 31 PRINCIPAL INTEREST PRINCIPAL INTEREST 2014 -$ 7,800$ 2015 -$ 7,800$ 2016 -$ 7,800$ 2017 -$ 7,800$ 2018 -$ 7,800$ 2018-2022 160,000 11,800 2023-2027 - - TOTAL 160,000$ 50,800$ -$ -$ GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES _________________________________________________________________________________________________________ Washington State Auditor's Office 53 NOTE 5 - OTHER INFORMATION A. Risk Management The City of Pasco maintains insurance against most normal hazards except for unemployment and automobile collision, where it has elected to become self-insured. REVENUE BONDS MATURITY INTEREST ORIGINAL INSTALLMENT PURPOSE RANGE RATE RANGE AMOUNT 2013 AMOUNT 2002 Water/Sewer 2011- 2022 3.50%-4.70% 5,945,000 1,910,000 2005 Water/Sewer 2011- 2025 4.00%-4.25% 4,400,000 190,000 2007 Water/Sewer ULID 2011- 2022 4.25%-4.75% 845,000 50,000 2009 Water/Sewer 2011- 2029 3.00%-4.75% 10,045,000 410,000 2010 A Ref 1998B Plus New 2011- 2029 3.00%-4.370% 9,070,000 955,000 2010 T Ref 1998A 2018 4.62%1,240,000 145,000 2013 A Sewer 2014-2028 3.00%-4.00% 2,520,000 - 2010 T Process Water Reuse Facility 2015-2028 0.69%-4.89% 7,235,000 - YEAR ENDING DECEMBER 31 PRINCIPAL INTEREST PRINCIPAL INTEREST 2014 1,905,000$ 1,033,503$ 2015 1,640,000 1,072,589 2016 1,640,000 1,023,661 2017 1,730,000 970,746 2018 1,780,000 910,663 2018-2022 10,725,000 3,576,870 2023-2027 9,805,000 1,502,629 2028-2032 1,130,000 27,425 2033-2039 - - TOTAL -$ -$ 30,355,000$ 10,118,086$ EXTERNAL LOANS INTEREST ORIGINAL INSTALLMENT PURPOSE MATURITY RATE AMOUNT 2013 AMOUNT 2002 Animal Control Facililty Land 12/1/2016 6.24%275,500$ 18,701$ 2009 Police Vehicle Computers 6/1/2013 3.47%194,051 26,475$ 2006 Port Airport Fire Building 7/12/2016 4.00%120,000 12,870 1998 TRAC Loan 12/1/2014 4.505-5.50% 1,197,931 93,103 LID 146 Special Assessment Note 2013-2021 4.10%89,351 8,424 Waste Water Polution Control Facilities PWTF 95-025 6/30/2015 1.00%812,700 43,011 West Pasco Water System PWTF 95-026 6/30/2015 1.00%2,687,300 107,375 Riverview Trunk/SE Sewer 6/30/2020 1.00%1,890,000 111,140 Sewer Treatment Plant Phase 1&2 SRF Loan 10/13/2015 1.00% 23,700,000 1,360,217 YEAR ENDING DECEMBER 31 PRINCIPAL INTEREST PRINCIPAL INTEREST 2014 144,967$ 13,610$ 1,669,767$ 322,502$ 2015 51,893$ 6,252$ 1,719,487 270,166.00 2016 47,110$ 3,535$ 1,620,576 216,076 2017 9,411$ 1,662$ 1,673,869 161,673 2018 9,795$ 1,277$ 1,729,043 105,387 2018-2022 21,323$ 1,351$ 1,921,129 49,432 2021-2025 - - 2026-2030 - TOTAL 284,499$ 27,687$ 10,333,871$ 1,125,236$ GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES GOVERNMENTAL ACTIVITIES BUSINESS-TYPE ACTIVITIES _________________________________________________________________________________________________________ Washington State Auditor's Office 54 For unemployment claims, the City is on a 100% reimbursable program with the State where the City pays all unemployment claims charged against it. The City of Pasco is a member of the Washington Cities Insurance Authority (WCIA). Utilizing Chapter 48.62 RCW (self-insurance regulation) and Chapter 39.3 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 over 162 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. Effective January 2011 City of Pasco coverage changed to a $100,000 per incident deductible from a no deductible policy. Coverage includes general, automobile, police professional, public officials’ errors and omissions, stop gap, and employee benefits liability. WCIA l imits are $4 million per occurrence in the self-insured layer, and $16 million per occurrence in the re-insured layer. The excess layer is insured by the purchase of reinsurance and is subject to aggregate sub-limits in the excess layers. Total limits are $20 million per occurrence subject to aggregate sublimits in the excess layers. The Board of Directors determines the limits and terms of coverage annually. Insurance coverage for property, automobile physical damage, fidelity bonds, inland marine, and boiler and machinery are purchased on a group basis. Various deductibles apply by type of coverage. Property insurance and auto physical damage are self-funded from the member’s deductible to $750,000, for all perils other than flood and earthquake, and insured above that amount by the purchase of reinsurance. (City does not participate in these programs; all is purchased through commercial broker as identified on this page). In-house services include risk management consultation, loss control field services, claims and litigation administration, and loss analyses. WCIA contracts for the claims investigation consultants for personnel issues and land use problems, insurance brokerage 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, and 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 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. _________________________________________________________________________________________________________ Washington State Auditor's Office 55 Property, Inland Marina, boiler, machinery and employee fidelity insurance is purchased through commercial insurance brokers. 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. It is the City's policy to maintain at least three months of average monthly claims in cash reserves. 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 $80,000 per individual. The amount of medical/dental claims in excess of commercial insurance for the last three years are: 2011 2012 2013 $3,748,763 $3,905,030 $4,197,557 B. Related organization 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 is 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 will serve four-year terms. Of the initial members, one will be appointed for a one year term, one for a two year term, one for a three year term, and the remainder for 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 herein, or in the Charter. 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 shares with Franklin County the expenses to operate and cover debt service. Franklin County handles all operating decisions and financial reporting for TRAC. Complete financial statements for TRAC may be obtained at Franklin County, 1016 N. 4th Avenue, Pasco, Washington. _________________________________________________________________________________________________________ Washington State Auditor's Office 56 For calendar year 2013, the City of Pasco paid Franklin County $117,969 in operating expenses and $102,435 in debt service expenses. The City’s obligation for debt service is included in the debt service schedule in Note 4. F. C. Employee retirement systems and pension plans Substantially all (city/county/district) 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 retirement plans. The Department of Retirement Systems (DRS), a department within the primary government of the State of Washington, issues a publicly available comprehensive annual financial report (CAFR) that includes financial statements and required supplementary information for each plan. The DRS CAFR may be obtained by writing to: Department of Retirement Systems, Communications Unit, P.O. Box 48380, Olympia, WA 98504-8380; or it may be downloaded from the DRS website at www.drs.wa.gov. The following disclosures are made pursuant to GASB Statements 27, Accounting for Pensions by State and Local Government Employers and 50, Pension Disclosures, an Amendment of GASB Statements 25 and 27 Public Employees’ Retirement System (PERS) Plans 1, 2, and 3 Plan Description The Legislature established PERS in 1947. Membership in the system includes: elected officials; state employees; employees of the Supreme, Appeals, and Superior courts; employees of legislative committees; employees of district and municipal courts; and employees of local governments. Membership also includes higher education employees not participating in higher education retirement programs. Approximately 49 percent of PERS salaries are accounted for by state employment. PERS retirement benefit provisions are established in Chapters 41.34 and 41.40 RCW and may be amended only by the State Legislature. PERS is a cost-sharing multiple-employer retirement system comprised of three separate plans for membership purposes: Plans 1 and 2 are defined benefit plans and Plan 3 is a defined benefit plan with a defined contribution component. PERS members who joined the system by September 30, 1977 are Plan 1 members. Those who joined on or after October 1, 1977 and by either, February 28, 2002 for state and higher education employees, or August 31, 2002 for local government employees, are Plan 2 members unless they exercised an option to transfer their membership to Plan 3. PERS members joining the system on or after March 1, 2002 for state and higher education employees, or September 1, 2002 for local government employees have the irrevocable option of choosing membership in either PERS Plan 2 or Plan 3. The option must be exercised within 90 days of employment. Employees who fail to choose within 90 days default to Plan 3. PERS is comprised of and reported as three separate 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 members _________________________________________________________________________________________________________ Washington State Auditor's Office 57 can only be a member of either Plan 2 or Plan 3, the defined benefit portions of Plan 2 and Plan 3 are accounted for in the same pension trust fund. All assets of this Plan 2/3 may legally be used to pay the defined benefits of any of the Plan 2 or Plan 3 members or beneficiaries, as defined by the terms of the plan. Therefore, Plan 2/3 is considered to be a single plan for accounting purposes. PERS Plan 1 and Plan 2 retirement benefits are financed from a combination of investment earnings and employer and employee contributions. Employee contributions to the PERS Plan 1 and Plan 2 defined benefit plans accrue interest at a rate specified by the Director of DRS. During DRS’ Fiscal Year 2013, the rate was five and one-half percent compounded quarterly. Members in PERS Plan 1 and Plan 2 can elect to withdraw total employee contributions and interest thereon, in lieu of any retirement benefit, upon separation from PERS-covered employment. PERS Plan 1 members are vested after the completion of five years of eligible service. PERS Plan 1 members are eligible for retirement from active status at any age with at least 30 years of service, at age 55 with 25 years of service, or at age 60 with at least 5 years of service. Plan 1 members retiring from inactive status prior to the age of 65 may receive actuarially reduced benefits. The monthly benefit is 2 percent of the average final compensation (AFC) per year of service, but the benefit may not exceed 60 percent of the AFC. The AFC is the monthly average of the 24 consecutive highest-paid service credit months. PERS Plan 1 retirement benefits are actuarially reduced to reflect the choice, if made, of a survivor option. Plan 1 members may elect to receive an optional COLA that provides an automatic annual adjustment based on the Consumer Price Index. The adjustment is capped at 3 percent annually. To offset the cost of this annual adjustment, the benefit is reduced. PERS Plan 1 provides duty and non-duty disability benefits. Duty disability retirement benefits for disablement prior to the age of 60 consist of a temporary life annuity. The benefit amount is $350 a month, or two-thirds of the monthly AFC, whichever is less. The benefit is reduced by any workers’ compensation benefit and is payable as long as the member remains disabled or until the member attains the age of 60, at which time the benefit is converted to the member’s service retirement amount. A member with five years of covered employment is eligible for non-duty disability retirement. Prior to the age of 55, the benefit amount is 2 percent of the AFC for each year of service reduced by 2 percent for each year that the member’s age is less than 55. The total benefit is limited to 60 percent of the AFC and is actuarially reduced to reflect the choice of a survivor option. Plan 1 members may elect to receive an optional COLA amount (based on the Consumer Price Index), capped at 3 percent annually. To offset the cost of this annual adjustment, the benefit is reduced. PERS Plan 2 members are vested after the completion of five years of eligible service. Plan 2 members are eligible for normal retirement at the age of 65 with five years of service. The monthly benefit is 2 percent of the AFC per year of service. The AFC is the monthly average of the 60 consecutive highest- paid service months. There is no cap on years of service credit; and a cost-of-living allowance is granted (based on the Consumer Price Index), capped at 3 percent annually. _________________________________________________________________________________________________________ Washington State Auditor's Office 58 PERS Plan 2 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 reduced benefit. The benefit is reduced by an early retirement factor (ERF) that varies according to age, for each year before age 65. PERS Plan 2 members who have 30 or more years of service credit and are at least 55 years old can retire under one of two provisions, if hired prior to May 1, 2013: • With a benefit that is reduced by 3 percent for each year before age 65; or • With a benefit that has a smaller (or no) reduction (depending on age) that imposes stricter return-to-work rules. PERS Plan 2 members hired on or after May 1, 2013 have the option to retire early by accepting a reduction of 5 percent for each year of retirement before age 65. This option is available only to those who are age 55 or older and have at least 30 years of service. PERS Plan 2 retirement benefits are actuarially reduced to reflect the choice, if made, of a survivor option. PERS Plan 3 has a dual benefit structure. Employer contributions finance a defined benefit component and member contributions finance a defined contribution component. As established by Chapter 41.34 RCW, employee contribution rates to the defined contribution component range from 5 percent to 15 percent of salaries, based on member choice. Members who do not choose a contribution rate default to a 5 percent rate. There are currently no requirements for employer contributions to the defined contribution component of PERS Plan 3. PERS Plan 3 defined contribution retirement benefits are dependent upon the results of investment activities. Members may elect to self-direct the investment of their contributions. Any expenses incurred in conjunction with self-directed investments are paid by members. Absent a member’s self- direction, PERS Plan 3 contributions are invested in the Retirement Strategy Fund that assumes the member will retire at age 65. For DRS’ Fiscal Year 2013, PERS Plan 3 employee contributions were $99.0 million, and plan refunds paid out were $69.4 million. The defined benefit portion of PERS Plan 3 provides members a monthly benefit that is 1 percent of the AFC per year of service. The AFC is the monthly average of the 60 consecutive highest-paid service months. There is no cap on years of service credit, and Plan 3 provides the same cost-of-living allowance as Plan 2. Effective June 7, 2006, PERS 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 twelve months of that service are earned after age 44; or after five service credit years earned in PERS Plan 2 by June 1, 2003. Plan 3 members are immediately vested in the defined contribution portion of their plan. Vested Plan 3 members are eligible for normal retirement at age 65, or they may retire early with the following conditions and benefits: _________________________________________________________________________________________________________ Washington State Auditor's Office 59 • If they have at least ten service credit years and are 55 years old, the benefit is reduced by an ERF that varies with age, for each year before age 65. • If they have 30 service credit years and are at least 55 years old, and were hired before May 1, 2013, they have the choice of a benefit that is reduced by 3 percent for each year before age 65; or a benefit with a smaller (or no) reduction factor (depending on age) that imposes stricter return-to-work rules. • If they have 30 service credit years, are at least 55 years old, and were hired after May 1, 2013, they have the option to retire early by accepting a reduction of 5 percent for each year before age 65. PERS Plan 3 benefits are actuarially reduced to reflect the choice, if made, of a survivor option. PERS Plan 2 and Plan 3 provide disability benefits. There is no minimum amount of service credit required for eligibility. The Plan 2 monthly benefit amount is 2 percent of the AFC per year of service. For Plan 3, the monthly benefit amount is 1 percent of the AFC per year of service. These disability benefit amounts are actuarially reduced for each year that the member’s age is less than 65, and to reflect the choice of a survivor option. There is no cap on years of service credit, and a cost-of-living allowance is granted (based on the Consumer Price Index) capped at 3 percent annually. PERS members meeting specific eligibility requirements have options available to enhance their retirement benefits. Some of these options are available to their survivors. A one-time duty-related death benefit is provided to the beneficiary or the estate of a PERS member who dies as a result of injuries sustained in the course of employment, or if the death resulted from an occupational disease or infection that arose naturally and proximately out of the member’s covered employment, if found eligible by the Department of Labor and Industries. From January 1, 2007 through December 31, 2007, judicial members of PERS were given the choice to elect participation in the Judicial Benefit Multiplier (JBM) Program enacted in 2006. Justices and judges in PERS Plan 1 and Plan 2 were able to make an irrevocable election to pay increased contributions that would fund a retirement benefit with a 3.5 percent multiplier. The benefit would be capped at 75 percent of AFC. Judges in PERS Plan 3 could elect a 1.6 percent of pay per year of service benefit, capped at 37.5 percent of AFC. Newly elected or appointed justices and judges who chose to become PERS members on or after January 1, 2007, or who had not previously opted into PERS membership, were required to participate in the JBM Program. There are 1,176 participating employers in PERS. Membership in PERS consisted of the following as of the latest actuarial valuation date for the plans of June 30, 2012: Retirees and Beneficiaries Receiving Benefits 82,242 Terminated Plan Members Entitled to But Not Yet Receiving Benefits 30,515 Active Plan Members Vested 106,317 Active Plan Members Nonvested 44,273 Total 263,347 _________________________________________________________________________________________________________ Washington State Auditor's Office 60 Funding Policy Each biennium, the state Pension Funding Council adopts PERS Plan 1 employer contribution rates, PERS Plan 2 employer and employee contribution rates, and PERS Plan 3 employer contribution rates. Employee contribution rates for Plan 1 are established by statute at 6 percent for state agencies and local government unit employees, and at 7.5 percent for state government elected officials. The employer and employee contribution rates for Plan 2 and the employer contribution rate for Plan 3 are developed by the Office of the State Actuary to fully fund Plan 2 and the defined benefit portion of Plan 3. Under PERS Plan 3, employer contributions finance the defined benefit portion of the plan and member contributions finance the defined contribution portion. The Plan 3 employee contribution rates range from 5 percent to 15 percent. As a result of the implementation of the Judicial Benefit Multiplier Program in January 2007, a second tier of employer and employee rates was developed to fund, along with investment earnings, the increased retirement benefits of those justices and judges that participate in the program The methods used to determine the contribution requirements are established under state statute in accordance with Chapters 41.40 and 41.45 RCW. The required contribution rates expressed as a percentage of current-year covered payroll, as of December 31, 2013, are as follows: Members Not Participating in JBM: PERS Plan 1 PERS Plan 2 PERS Plan 3 Employer* 9.21%** 9.21%** 9.21%*** Employee 6.00%**** 4.92%**** ***** * The employer rates include the employer administrative expense fee currently set at 0.18%. ** The employer rate for state elected officials is 13.73% for Plan 1 and 9.21% for Plan 2 and Plan 3. *** Plan 3 defined benefit portion only. **** The employee rate for state elected officials is 7.50% for Plan 1 and 4.92% for Plan 2. ***** Variable from 5.0% minimum to 15.0% maximum based on rate selected by the PERS 3 member Both the city and the employees made the required contributions. The city’s required contributions for the years ended December 31 were as follows: PERS Plan 1 PERS Plan 2 PERS Plan 3 2013 $35,884 $654,389 $117,580 2012 $35,356 $586,286 $101,264 2011 $33,181 $478,488 $ 89,001 _________________________________________________________________________________________________________ Washington State Auditor's Office 61 Law Enforcement Officers’ and Fire Fighters’ Retirement System (LEOFF) Plans 1 and 2 Plan Description LEOFF was established in 1970 by the Legislature. Membership includes all full-time, fully compensated, local law enforcement commissioned officers, firefighters and, as of July 24, 2005, emergency medical technicians. LEOFF membership is comprised primarily of non-state employees, with Department of Fish and Wildlife enforcement officers, who were first included effective July 27, 2003, being an exception. LEOFF retirement benefit provisions are established in chapter 41.26 RCW and may be amended only by the State Legislature. LEOFF is a cost-sharing multiple-employer retirement system comprised of two separate defined benefit plans. LEOFF members who joined the system by September 30, 1977 are Plan 1 members. Those who joined on or after October 1, 1977 are Plan 2 members. Effective July 1, 2003, the LEOFF Plan 2 Retirement Board was established by Initiative 790 to provide governance of LEOFF Plan 2. The Board’s duties include adopting contribution rates and recommending policy changes to the Legislature. LEOFF retirement benefits are financed from a combination of investment earnings, employer and employee contributions, and a special funding situation in which the state pays through legislative appropriations. Employee contributions to the LEOFF Plan 1 and Plan 2 defined benefit plans accrue interest at a rate specified by the Director of DRS. During DRS’ Fiscal Year 2013, the rate was five and one-half percent compounded quarterly. Members in LEOFF Plan 1 and Plan 2 can elect to withdraw total employee contributions and interest earnings, in lieu of any retirement benefit, upon separation from LEOFF-covered employment. LEOFF Plan 1 members are vested after the completion of five years of eligible service. Plan 1 members are eligible for retirement with five years of service at the age of 50. The benefit per year of service calculated as a percent of final average salary (FAS) is as follows: Term of Service Percent of Final Average Salary 20 or more years 2.0% 10 but less than 20 years 1.5% 5 but less than 10 years 1.0% 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 consecutive 24 months’ salary within the last 10 years of service. A cost-of-living allowance is granted (based on the Consumer Price Index). LEOFF Plan 1 provides death and disability benefits. Death benefits for survivors of Plan 1 members on active duty consist of the following: (1) If there is an eligible spouse, 50 percent of the FAS, plus 5 percent of the FAS for each eligible surviving child, with a limitation on the combined benefit of 60 percent of the FAS; or (2) If there is no eligible spouse, eligible children receive 30 percent of the FAS for the first child plus 10 percent for each additional child, subject to a 60 percent limitation of the FAS, divided equally. _________________________________________________________________________________________________________ Washington State Auditor's Office 62 A one-time duty-related death benefit is provided to the beneficiary or the estate of a LEOFF Plan 1 member who dies as a result of injuries or illness sustained in the course of employment, or if the death resulted from an occupational disease or infection that arose naturally and proximately out of the member’s covered employment, if found eligible by the Department of Labor and Industries. The LEOFF Plan 1 disability benefit is 50 percent of the FAS plus 5 percent for each child up to a maximum of 60 percent. Upon recovery from disability before the age of 50, a member is restored to service with full credit for service while disabled. Upon recovery after the age of 50, the benefit continues as the greater of the member’s disability benefit or service retirement benefit. LEOFF Plan 2 members are vested after the completion of five years of eligible service. Plan 2 members are eligible for retirement at the age of 53 with five years of service, or at age 50 with 20 years of service. Plan 2 members receive a benefit of 2 percent of the FAS per year of service (the FAS is based on the highest consecutive 60 months), actuarially reduced to reflect the choice of a survivor option. 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, the reduction is 3 percent for each year prior to age 53. Otherwise, the benefits are actuarially reduced for each year prior to age 53. A cost-of-living allowance is granted (based on the Consumer Price Index), capped at 3 percent annually. LEOFF Plan 2 provides disability benefits. There is no minimum amount of service credit required for eligibility. The Plan 2 benefit amount is 2 percent of the FAS for each year of service. Benefits are reduced to reflect the choice of survivor option and for each year that the member’s age is less than 53, unless the disability is duty-related. If the member has at least 20 years of service and is age 50, the reduction is 3 percent for each year prior to age 53. A disability benefit equal to 70 percent of their FAS, subject to offsets for workers’ compensation and Social Security disability benefits received, is also available to those LEOFF Plan 2 members who are catastrophically disabled in the line of duty and incapable of future substantial gainful employment in any capacity. Effective June 2010, benefits to LEOFF Plan 2 members who are catastrophically disabled include payment of eligible health care insurance premiums. Members of LEOFF Plan 2 who leave service because of a line of duty disability are allowed to withdraw 150 percent of accumulated member contributions. This withdrawal benefit is not subject to federal income tax. Alternatively, members of LEOFF Plan 2 who leave service because of a line of duty disability may be eligible to receive a retirement benefit of at least 10 percent of FAS and 2 percent per year of service beyond five years. The first 10 percent of the FAS is not subject to federal income tax. LEOFF Plan 2 retirees may return to work in an eligible position covered by another retirement system, choose membership in that system and suspend their pension benefits, or not choose membership and continue receiving pension benefits without interruption. A one-time duty-related death benefit is provided to the beneficiary or the estate of a LEOFF Plan 2 member who dies as a result of injuries or illness sustained in the course of employment, or if the death resulted from an occupational disease or infection that arose naturally and proximately out of the member’s covered employment, if found eligible by the Department of Labor and Industries. _________________________________________________________________________________________________________ Washington State Auditor's Office 63 Benefits to eligible surviving spouses and dependent children of LEOFF Plan 2 members killed in the course of employment include the payment of eligible health care insurance premiums. Legislation passed in 2009 provides to the Washington state registered domestic partners of LEOFF Plan 2 members the same treatment as married spouses, to the extent that the treatment is not in conflict with federal laws. LEOFF members meeting specific eligibility requirements have options available to enhance their retirement benefits. Some of these options are available to their survivors. There are 374 participating employers in LEOFF. Membership in LEOFF consisted of the following as of the latest actuarial valuation date for the plans of June 30, 2012: Retirees and Beneficiaries Receiving Benefits 10,189 Terminated Plan Members Entitled to But Not Yet Receiving Benefits 689 Active Plan Members Vested 14,273 Active Plan Members Nonvested 2,633 Total 27,784 Funding Policy Employer and employee contribution rates are developed by the Office of the State Actuary to fully fund the plans. Starting on July 1, 2000, Plan 1 employers and employees contribute zero percent, as long as the plan remains fully funded. Plan 2 employers and employees are required to pay at the level adopted by the LEOFF Plan 2 Retirement Board. 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 Pension Funding Council 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 DRS’ Fiscal Year 2013, the state contributed $54.2 million to LEOFF Plan 2. The methods used to determine the contribution requirements are established under state statute in accordance with Chapters 41.26 and 41.45 RCW. The required contribution rates expressed as a percentage of current-year covered payroll, as of December 31, 2013, are as follows: LEOFF Plan 1 LEOFF Plan 2 Employer* 0.18% 5.23% Employee 0.00% 8.41% State N/A 3.36% *The employer rates include the employer administrative expense fee currently set at 0.18%. _________________________________________________________________________________________________________ Washington State Auditor's Office 64 Both the city and the employees made the required contributions. The city’s required contributions for the years ended December 31 were as follows: LEOFF Plan 1 LEOFF Plan 2 2013 $411 $572,860 2012 $524 $504,331 2011 $712 $472,818 Firemen's Pension The City administers a closed, small single-employer defined benefit plan called the Firemen's Pension Fund. GASB Statements No 25 and 27 require performance of biennial actuarial valuations. The most recent actuarial study of the system was performed to determine the funding requirements as of September 30, 2010. This plan in not audited; however, a copy of the can be obtained by request at the following address: City of Pasco 525 N 3rd Ave Pasco, WA 99301 The City of Pasco’s obligations under the Firemen’s Pension Fund are limited to the benefits provided to firefighters retired prior to March 1, 1970. As of December 31, 2011, there were a total of 12 individuals covered by this system, and 4 of the 12 are widows. To meet these obligations, the City may contribute annually to the Fund the amount raised by levying all or part of a tax of up to $0.45 per $1,000 of true and fair market value, the maximum provided by law for maintaining the Fund. Contributions also include income from state fire insurance premium collections. All actuarial calculations are based on RCW 41.16 and 41.18, the statutes establishing the Firefighter’s Pension Fund, and RCW 41.26, the statute establishing the Washington Law Enforcement Officers’ and Firefighters’ Retirement System. Benefit provisions are established in state statute and may be amended only by the State Legislature. Each retiree 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 for any firefighter, the excess benefits are paid from the Firefighter’s Pension Fund of the city employing them on March 1, 1970. For a service retirement the member’s benefit is 50% of salary plus an additional 2% for each year of service in excess of 25 years. The maximum benefit is 60% of salary. The survivor benefit is the same as the member’s. The spouse is the same plus additional 5% of salary per child. The maximum benefit in either case is 60% of salary. For a duty disability retirement the member must be disabled for a six-month waiting period, during which time salary is payable from the Fund. The amount of the benefit is 50% of salary plus an additional 5% for each unmarried child under the age of 18. For a non-duty disability retirement the member must be disabled after a 90-day waiting period, during which time salary is payable from the Fund. For non-duty related disability the benefit is the same as duty related disability. For both the duty related and non-duty related disabilities the survivor benefits to spouse and/or child are as follows: _________________________________________________________________________________________________________ Washington State Auditor's Office 65 Percentage of Salary To Widow Only 33.3% To Widow and One Child 45.8% To Widow and Two Children 47.6% To Widow and Three Children 50.0% To Children Only 33.33% For purposes of retirement benefit payments, salaries are escalated in proportion to the current salary of the rank from which the firefighter retired. After April 25, 1973 a minimum benefit of $300 per month to all retired firefighters and their survivors apply. A funeral benefit of $500 is provided to defray funeral expenses. The cash and investment balance (at fair market value) at December 31, 2013 was $2,150,760 and retirement pension payments totaled $152,287. The actuarial computation was performed using the entry age normal cost method and include a UAAL amortization over a closed 20- year period as of September 30, 2010. Under this method the projected benefits are allocated on a level basis as a percentage of salary over the earnings of each individual between entry age and assumed exit age. Investment earnings of the assets are assumed to accrue at an annual rate of 4.0%. Salaries are assumed to increase at the rate of 3.5% per annum. This assumption is for future inflation increases only. Since the members have at least 20 years of service, no additional increase is assumed for merit increases. Certain benefits increase at the same rate as the salaries for active members of the same rank the retiree had attained at retirement. These salaries were assumed to increase at the rate of 3.5% per annum and are assumed to increase on January 1 each year. Other benefits increase at the same rate as the CPI . The CPI was assumed to increase at the rate of 2.5% per annum. The schedules of funding progress for postemployment defined benefit plans are found immediately following the notes to the financial statements and present multi-year trend information about whether the actuarial value of plan assets are increasing or decreasing relative to the actuarial accrued liability for benefits over time. The pension plan has remained fully funded over the last five years and no additional contributions were made. Annual required contribution (ARC)2008 2009 2010 2011 2012 2013 Annual Normal Cost (BOY)$0 $0 $0 $0 $0 $0 Amortization of UAAL (BOY)0 0 0 0 0 0 Interest to EOY 0 0 0 0 0 0 ARC at EOY $0 $0 $0 $0 $0 $0 Interest on Net Pension Obligation (NPO)0 0 0 0 0 0 Adjustment to ARC 0 0 0 0 0 0 Annual pension cost (APC)$0 $0 $0 $0 $0 $0 Employer contributions 0 0 0 0 0 0 Change in NPO $0 $0 $0 $0 $0 $0 NPO at Beginning of Year 0 0 0 0 0 0 Net Pension Obligation at End of Year $0 $0 $0 $0 $0 $0 Fiscal Year Ended December 31 Annual OPEB Cost and Net OPEB Obligation _________________________________________________________________________________________________________ Washington State Auditor's Office 66 The pension plan financial statements are as follows: D. 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. In the opinion of management, the City's insurance policies and self-insurance reserves are adequate to pay all material known or pending claims. As discussed in Note 4. F 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 grantor or representative. Such audits could result in requests for reimbursement to grantor agencies for expenditures disallowed under the terms of the grants. However, City management believes that such disallowances, if any, will be immaterial. The City has entered into a contractual “Stand Still” agreement on a disputed tax refund claim. At issue in current litigation is the determination of the applicable statute of limitations. Per the Stand Still agreement, the city has set aside $162,232 cash in an escrow account pending settlement of the lawsuit. E. Joint ventures Bi-County Police Information Network The Bi-County Police Information Network (BI-PIN) was established November 24, 1982, when an Interlocal Agreement was entered into by five participating municipal corporations, the cities of Kennewick, Pasco, and Richland, and Benton and Franklin Counties. BI-PIN was established to assist the participating police and sheriff's departments in the deterrence and solution of criminal incidents. BI-PIN is served by an Executive Committee composed of the City Manager of each of the cities and a member from each of the Boards of County Commissioners of Benton and Franklin Counties. A liaison from the Bi-County Chiefs and Sheriffs is an ex officio, non-voting member. Fire Pension Trust ASSETS Cash & cash equivalents 198,415$ Investments at fair market value: LID note 66,590 Federal agency 78,789 Mutual funds 1,806,966 Total assets 2,150,760 LIABILITIES Due to Others Total liabilities - NET POSITION Held in trust for pension benefits and other purposes 2,150,760$ Old Fire Pension Plan December 31, 2013 Statement of Net Position Fire Pension Trust ADDITIONS Taxes 47,624$ Investment earnings: Interest 8,419 Dividends 143,627 Net change in fair value of investments 298,831 Total additions 498,501 DEDUCTIONS Pension benefits 152,287 Administrative expenses 3,914 Total deductions 156,201 Change in net assets 342,300 Net position - beginning 1,808,460 Net position - ending 2,150,760$ For the Year Ended December 31, 2013 Statement of Changes in Net Position Old Fire Pension Plan _________________________________________________________________________________________________________ Washington State Auditor's Office 67 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 new position will be shared based upon participant contribution. Effective January 1, 1992, the City of Kennewick assumed responsibility for the operation of the BI- PIN system. As the Operating Jurisdiction, the City provides all necessary support services for the operation of BI-PIN such as accounting, legal services, risk management and information systems. The total amount reduced by BI-PIN in 2013 for these transactions was $27,990 The City of Pasco's equity interest in BI-PIN was $84,390 on December 31, 2013, which is reported as 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 distribution from BI-PIN since charges are assessed only to recover anticipated expenses. Complete separate financial statements for BI-PIN may be obtained at the City of Kennewick, 210 West Sixth Avenue, Kennewick, Washington. Metro Drug Forfeiture Fund The Metropolitan Controlled Substance Enforcement Group (Metro) was established prior to 1987, when six participating municipal corporations entered into an Interlocal Agreement. These entities include the cities of Kennewick, Pasco, Richland, and West Richland, and Benton and Franklin Counties. Metro was 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 is 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 Police Chiefs from each of the cities and the Sheriffs and Prosecuting Attorneys from the two counties, administers daily activity. Effective July 1, 2009, the City of Kennewick assumed responsibility for the operation of Metro. As the Operating Jurisdiction, the City provides all necessary support services for the operation of Metro such as accounting, legal services and risk management. The City of Pasco's equity interest in Metro was $29,828 on December 31, 2013, which is reported as an investment in joint ventures in the government-wide Statement of Net position. The 2013 reduction in equity was $28,130. The change in equity is reflected in the government-wide statement of activities under Public Safety. The City does not anticipate any income distribution from Metro since charges are assessed only to recover anticipated expenses. Complete separate financial statements for Metro may be obtained from the City of Kennewick, Washington. 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. The ACA was 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. _________________________________________________________________________________________________________ Washington State Auditor's Office 68 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. Complete separate financial statement for ACA may be obtained from the City of Pasco, Washington. F. Other postemployment benefits LEOFF 1 - Medical In addition to the pension benefits outlined in Note 5.C, 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 firefighters who are eligible under the Law Enforcement Officers’ and Firefighters’ (LEOFF) plan 1 retirement system. Medical 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 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. Funding Policy Pursuant to state statute, the City reimburses 100% of authorized LEOFF 1 retiree healthcare costs. The City pays a monthly insurance premium to cover each retiree under its medical insurance program as well as any remaining eligible out of pocket expenses. Employer contributions are financed on a pay-as- you-go basis. Expenditures for postemployment health care benefits are recognized as retirees report claims and include a provision for estimated claims incurred but not yet reported to the City. Annual OPEB Costs and Net OPEB Obligation The City’s annual Other Post Employment Benefits (OPEB) cost is calculated based upon the annual required contribution (ARC), an amount actuarially determined in accordance with the parameters of Governmental Accounting Standards Board (GASB) Statement 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover the normal costs each year and amortize any unfunded actuarial liabilities over a period of ten years. Entities with fewer than 100 retired LEOFF members have the option under GASB 45 to either hire an actuary to perform a valuation of the plan or do the valuation in-house. The Office of the State Actuary for Washington State has provided a tool for City to perform an in-house evaluation. Actuarial evaluations involve estimates and assumptions about the distant future that are continually revised. The schedule of funding progress, located following the notes, provides multi-year trend data to help determine whether net plan assets are increasing or decreasing over time. Benefits are projected based on benefit levels and cost-sharing arrangements as of the date of the valuation and do not explicitly reflect the potential effects of legal or contractual funding limitations. Actuarial valuations take a long-term perspective that involves the use of techniques designed to reduce volatility. The City of Pasco has a total of 35 LEOFF 1 members in this plan. Thirty-two of those members are retired and three are still active employees. _________________________________________________________________________________________________________ Washington State Auditor's Office 69 The City uses the alternative measurement method permitted under GASB Statement No. 45. A single retirement age of 56.22 was assumed for all active members for the purpose of determining the actuarial accrued liability. Termination and mortality rates were assumed to follow the LEOFF 1 termination and mortality rates used in the September 30, 2009 actuarial valuation report issued by the office of the State Actuary (OSA). Healthcare costs and trends were determined by Milliman and used by OSA in the State-wide LEOFF 1 medical study performed in 2011. The results were based on grouped data with 4 active groupings and 4 inactive groupings. The actuarial cost method used to determine the actuarial accrued liability was Projected Unit Credit. The Actuarial Accrued Liability and the Net OPEB Obligation are amortized on an open basis as a level dollar over 15 years. Assumptions include an inflation rate of 3.5%, an investment return of 4.5% and a health care trend rate of 5%. These assumptions are individually and collectively reasonable for the purpose of this valuation. As the year ended December 31, 2010 was the first year of implementation of GASB 45, annual OPEB cost was equal to the ARC for the year. The City’s OPEB cost, the percentage of OPEB cost contributed to the plan, and the net OPEB obligation for the years ending December 31 are shown on the following schedule: Fire Pension - Medical Medical 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 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 by standard medical plan benefit provisions. Members of the Fire Pension plan purchase medical insurance through the City’s medical insurance program. 2011 2012 2013 Annual required contribution (ARC)$937,477 $969,799 $934,928 Interest on Net OPEB Obligation (NOO)23,304 51,716 73,793 Adjustments to ARC (9,155) (72,637) (207,988) Annual OPEB cost (expense)$951,626 $948,878 $800,733 Contributions made 364,043 423,901 514,297 Increase NOO 587,583 524,977 286,436 NOO at Beginning of Year 582,589 1,170,172 1,695,149 NOO at End of Year $1,170,172 $1,695,149 $1,981,585 % of Fiscal Annual Annual Net Year OPEB OPEB OPEB Ended Cost Contributed Obligation 12/31/13 $800,733 64% $1,981,585 12/31/12 $948,878 45% $1,695,149 12/31/11 $951,626 38% $1,170,172 _________________________________________________________________________________________________________ Washington State Auditor's Office 70 Funding Policy 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. Annual OPEB Costs and Net OPEB Obligation The City’s annual Other Post Employment Benefits (OPEB) cost is calculated based upon the annual required contribution (ARC), an amount actuarially determined in accordance with the parameters of Governmental Accounting Standards Board (GASB) Statement 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover the normal costs each year and amortize any unfunded actuarial liabilities over a period of ten years. Entities with fewer than 100 retired LEOFF members have the option to either hire an actuary to perform a valuation of the plan or do the valuation in-house. The Office of the State Actuary for Washington State has provided a tool to do the in-house evaluation. Actuarial evaluations involve estimates and assumptions about the distant future that are continually revised. The schedule of funding progress, located following the notes, provides multi-year trend data to help determine whether net plan assets are increasing or decreasing over time. Benefits are projected based on benefit levels and cost-sharing arrangements as of the date of the valuation and do not explicitly reflect the potential effects of legal or contractual funding limitations. Actuarial valuations take a long-term perspective that involves the use of techniques designed to reduce volatility. The City of Pasco has a total of 8 LEOFF plan 1 members that are also members of the Old Firemen’s Pension Plan and are fully funded through the Old Fire Pension Fund. All are retired. Based on the 2013 in-house evaluation, the Actuarial Accrued Liability for the Fire Pension OPEB Fund is $1,806,418. As of December 31, 2013, the fund had assets of $2,516,721. The City uses the alternative measurement method permitted under GASB Statement No. 45. Termination and mortality rates were assumed to follow the LEOFF 1 termination and mortality rates used in the September 30, 2006 actuarial valuation report issued by the office of the State Actuary (OSA). Healthcare costs and trends were determined by Milliman and used by OSA in the State-wide LEOFF 1 medical study performed in 2007. The actuarial cost method used to determine the actuarial accrued liability was Projected Unit Credit. The Actuarial Accrued Liability and the Net OPEB Obligation are amortized on an open basis as a level dollar over 15 years. Assumptions include an inflation rate of 3.5%, an investment return of 4.5% and a health care trend rate of 5%. These assumptions are individually and collectively reasonable for the purpose of this valuation. As December 31, 2010 was the first year of implementation for GASB 45, annual OPEB cost was equal to the ARC for the year. 2011 2012 2013 Annual required contribution (ARC)$0 $0 $0 Interest on Net OPEB Obligation (NOO)0 0 0 Annual OPBEP cost (expense)$0 $0 $0 Contributions made 0 0 0 Increase NOO $0 $0 $0 NOO at Beginning of Year 0 0 0 NOO at End of Year $0 $0 $0 _________________________________________________________________________________________________________ Washington State Auditor's Office 71 The City’s OPEB cost, the percentage of OPEB cost contributed to the plan, and the net OPEB obligation for the years ending December 31 are shown on the following schedule: Following are the financial statements for the Other Post Employment Benefit Trust Fund: % of Fiscal Annual Annual Net Year OPEB OPEB OPEB Ended Cost Contributed Obligation 12/31/13 $0 N/A $0 12/31/12 $0 N/A $0 12/31/11 $0 N/A $0 Other Postemployment Benefit Trust ASSETS Cash & cash equivalents 208,686$ Investments at fair market value: Mutual funds 2,308,035 Total assets 2,516,721 LIABILITIES Due to Others Total liabilities - NET POSITION Held in trust for pension benefits and other purposes 2,516,721$ Statement of Net Position Other Post Employment Benefit Plan December 31, 2013 Other Postemployment Benefit Trust ADDITIONS Investment earnings: Interest 363$ Dividends 93,028 Net change in fair value of investments 465,247 Total additions 558,638 DEDUCTIONS Medical premiums 113,471 Administrative expenses 3,190 Total deductions 116,661 Change in net assets 441,977 Net position - beginning 2,074,744 Net position - ending 2,516,721$ Statement of Changes in Net Position Other Post Empmloyment Benefit Trust Plan For the Year Ended December 31, 2013 _________________________________________________________________________________________________________ Washington State Auditor's Office 72 The following is a schedule of contributions from the employer and other contributing entities for the Firemen's Pension Fund: Annual Fiscal Actual Fire Actual Required Percentage Year Insurance Employer Total Contribution of ARC Ending Premiums Contributions Contributions (ARC)Contributed 12/31/2013 47,624 - 47,624 - N/A% 12/31/2012 42,979 - 42,979 - N/A% 12/31/2011 45,132 - 45,132 - N/A% Unfunded UAAL As A Actuarial Actuarial Actuarial Percentage Asset Accrued Accrued Funded Covered of Covered Valuation Date Value Liabilities Liabilities (UAAL) Ratio Payroll Payroll December 31, 2013 2,151$ 1,599$ (552)$ 135%N/A N/A % December 31, 2012 1,815$ 1,599$ (216)$ 114%N/A N/A % December 31, 2011 1,667$ 1,599$ (68)$ 104%N/A N/A % Required Supplementary Information Firemen's Pension Fund Schedule of Funding Progress for the Firemen's Pension Fund (rounded to thousands) _________________________________________________________________________________________________________ Washington State Auditor's Office 73 The following is a schedule of contributions from the employer and other contributing entities for the Other LEOFF 1 : Annual Fiscal Actual Fire Actual Required Percentage Year Insurance Employer Total Contribution of ARC Ending Premiums Contributions Contributions (ARC)Contributed 12/31/2013 - 514,297 514,297 934,928 55% 12/31/2012 - 423,901 423,901 969,799 44% 12/31/2011 - 364,043 364,043 937,477 39% Unfunded UAAL As A Actuarial Actuarial Actuarial Percentage Asset Accrued Accrued Funded Covered of Covered Valuation Date Value Liabilities Liabilities (UAAL) Ratio Payroll Payroll December 31, 2013 -$ 9,737$ 9,737$ 0%N/A N/A % December 31, 2012 -$ 10,002$ 10,002$ 0%N/A N/A % December 31, 2011 -$ 9,638$ 9,638$ 0%N/A N/A % Required Supplementary Information Other LEOFF 1 OPEB Schedule of Funding Progress for the Firemen's OPEB Fund (rounded to thousands) _________________________________________________________________________________________________________ Washington State Auditor's Office 74 The following is a schedule of contributions from the employer and other contributing entities for the Firemen's Pension Fund: Annual Fiscal Actual Fire Actual Required Percentage Year Insurance Employer Total Contribution of ARC Ending Premiums Contributions Contributions (ARC)Contributed 12/31/2013 - - - - N/A% 12/31/2012 - - - - N/A% 12/31/2011 - - - - N/A% Unfunded UAAL As A Actuarial Actuarial Actuarial Percentage Asset Accrued Accrued Funded Covered of Covered Valuation Date Value Liabilities Liabilities (UAAL) Ratio Payroll Payroll December 31, 2013 2,517$ 1,806$ (711)$ 139%N/A N/A % December 31, 2012 2,075$ 1,777$ (298)$ 117%N/A N/A % December 31, 2011 1,990$ 1,736$ (254)$ 115%N/A N/A % Required Supplementary Information Firemen's OPEB Fund Schedule of Funding Progress for the Firemen's OPEB Fund (rounded to thousands) _________________________________________________________________________________________________________ Washington State Auditor's Office 75 SCHEDULE 16- SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended December 31, 2013 Grantor/Federal Other Pass- Pass-Through Grantor CFDA Identification Through Direct Program Title Number Number Awards Awards Total US Department of Health & Human Services Pass through Yakima County, Office of Aging & Long Term Care Special Programs for the Aging_Title III, Part B_93.044 2013 Aging & Long Term Care - Footcare 22,163$ 22,163$ Total US Dept of Health & Human Services 22,163 - 22,163 US Department of Homeland Security Pass through Franklin County Emergency Management State Domestic Preparedness Equipment Support 97.004 Mobile Command vehicle 76,753 76,753 Homeland Security Grant Program 97.067 Fire-Technical Rescue Items 5,983 5,983 Homeland Security Grant Program 97.067 Mobile Command vehicle 83,122 83,122 Total US Department of Homeland Security 165,858 - 165,858 US Department of Housing & Urban Development Community Development Block Grants/Entitlement 14.218 B-12-MC-53-009 CDBG 398,874 398,874 Community Development Block Grants/Entitlement 14.218 B-13-MC-53-009 CDBG 209,203 209,203 Pass Through City of Richland Home Investment Partnerships Program 14.239 HOME 87,308 87,308 Pass Through Washington Department of Commerce Community Development Block Grants/State's 14.228 08-F6401-014 NSP 67,672 67,672 Total US Department of Housing & Urban Development 154,980 608,077 763,057 US Department of Justice Equitable Sharing Program 16.922 12-FBI-002691 2,620 2,620 Pass Through from City of Kennewick Project Safe Neighborhoods 16.609 2012-WF-AX-0047 PSN 2,500 2,500 Pass Through from Department of Commerce Violence Against Women Formula Grants 16.588 2012-WF-AX-0047-STOP 35,236 35,236 Pass Through from METRO Drug Task Force Edward Byrne Memorial Justice Assistance 16.738 M12-34021-012 METRO 54,674 54,674 Edward Byrne Memorial Justice Assistance 16.738 M13-31440-012 METRO 53,875 53,875 Total US Dept of Justice 146,285 2,620 148,905 US Department of Transportation -National Highway Traffic Safety Administration Pass through Washington Association of Sherriff & Police Commission State and Community Highway Safety 20.600 WASPC TS 940 940 Pass through Washington Traffic Safety Commission State and Community Highway Safety 20.600 CP12-03 ZERO 6,311 6,311 State and Community Highway Safety 20.600 14ST-02 ZERO 5,448 5,448 State and Community Highway Safety 20.600 13-14 Impaired Driving 1,048 1,048 Alcohol Impaired Driving Countermeasures Incentive 20.601 12-13 Impaired Driving 2,929 2,929 Occupant Protection Incentive Grants 20.602 12-13 CIOT 693 693 Total US Dept of Transportation NHTSA 17,369 - 17,369 US Department of Transportation/ Federal Highway Administration Pass through Washington Department of Transportation Highway Planning and Construction 20.205 HISP-3524 (006) LA-8157 Ct st ADA 28,043 28,043 Highway Planning and Construction 20.205 STPE-3553 (003) LA-7682 4th ave N.484,624 484,624 Highway Planning and Construction 20.205 STPUL-3515 (007) LA-8059 Rd 68 II 50,427 50,427 Highway Planning and Construction 20.205 STPUL-3522 (001) LA-8117 Argen 54,806 54,806 Highway Planning and Construction 20.205 STPUL-3515 (006) LA-8060 Rd 68 signals 16,867 16,867 Highway Planning and Construction 20.205 STPUS-0397 (008) LA-7866 Oregon 199,143 199,143 Highway Planning and Construction 20.205 STPUS-9911 (007) LA-7782 STP 895,539 895,539 Highway Planning and Construction 20.205 STPUL-9911 (008) LA-7975 Controllers 23,682 23,682 Total US Dept. of Transportation Federal Highway Administration 1,753,131 - 1,753,131 TOTAL FEDERAL AWARDS EXPENDED:2,259,786$ 610,697$ 2,870,483$ MCAG NO. 0292 _________________________________________________________________________________________________________ Washington State Auditor's Office 76 NOTES TO THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS NOTE 1 – BASIS OF ACCOUNTING The Schedule of Financial Assistance is prepared on the same basis of accounting as the City’s financial statements. The City uses a modified accrual basis of accounting in all of the related Governmental funds and full accrual in the Proprietary funds. NOTE 2 – PROGRAM COSTS The amounts shown as current year expenditures represent only the federal grant portion of the program costs. Entire program costs, including the City’s portion, may be more than shown. NOTE 3 – REVOLVING LOAN – PROGRAM INCOME The City has a revolving loan program for low-income housing. Under this federal pass-through grant, repayments to the City are considered program revenues (income) and loans of such funds to eligible recipients are considered expenditures. No loan funds were disbursed in 2013 for the rehab loan program. There were no repayments of rehab loan principal and interest for the year. The City participates in the Neighborhood Stabilization Program for recovering foreclosed properties which are rehabilitated and sold as low-income housing. Under this federal pass-through grant, the sale of low-income homes by the City is considered program revenues (income) and costs of rehabilitating homes and purchase of properties are considered expenditures. In 2013, property was sold, which generated $101,790 in program revenue. The City also participates in the HUD HOME Program for low-income individuals, as part of a regional consortium administered through the City of Richland. The city of Richland is recognized as the lead agency for the consortium and all grant accounting is reported by the City of Richland. _________________________________________________________________________________________________________ Washington State Auditor's Office 77 ABOUT THE STATE AUDITOR'S OFFICE The State Auditor's Office is established in the state's Constitution and is part of the executive branch of state government. The State Auditor is elected by the citizens of Washington and serves four-year terms. We work with our audit clients and citizens as an advocate for government accountability. As an elected agency, the State Auditor's Office has the independence necessary to objectively perform audits and investigations. Our audits are designed to comply with professional standards as well as to satisfy the requirements of federal, state, and local laws. The State Auditor's Office employees are located around the state to deliver services effectively and efficiently. Our audits look at financial information and compliance with state, federal and local laws on the part of all local governments, including schools, and all state agencies, including institutions of higher education. In addition, we conduct performance audits of state agencies and local governments and fraud, whistleblower and citizen hotline investigations. The results of our work are widely distributed through a variety of reports, which are available on our Web site and through our free, electronic subscription service. We take our role as partners in accountability seriously. We provide training and technical assistance to governments and have an extensive quality assurance program. State Auditor Troy Kelley Chief of Staff Doug Cochran Director of Performance and State Audit Chuck Pfeil, CPA Director of Local Audit Kelly Collins, CPA Deputy Director of State Audit Jan M. Jutte, CPA, CGFM Deputy Director of Local Audit Sadie Armijo Deputy Director of Local Audit Mark Rapozo, CPA Deputy Director of Performance Audit Lou Adams, CPA Deputy Director of Quality Assurance Barb Hinton Deputy Director of Communications Thomas Shapley Public Records Officer Mary Leider Main number (360) 902-0370 Toll-free Citizen Hotline (866) 902-3900 Website www.sao.wa.gov Subscription Service portal.sao.wa.gov/saoportal/Login.aspx