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HomeMy WebLinkAboutWA State 2016 AuditFinancial Statements and Federal Single Audit Report City of Pasco Franklin County For the period January 1, 2016 through December 31, 2016 Published September 28, 2017 Report No. 1019931 Insurance Building, P.O. Box 40021  Olympia, Washington 98504-0021  (360) 902-0370  Pat.McCarthy@sao.wa.gov September 28, 2017 Mayor and City Council City of Pasco Pasco, Washington Report on Financial Statements and Federal Single Audit Please find attached our report on the City of Pasco’s financial statements and compliance with federal laws and regulations. We are issuing this report in order to provide information on the City’s financial condition. Sincerely, Pat McCarthy State Auditor Olympia, WA Office of the Washington State Auditor Pat McCarthy TABLE OF CONTENTS Schedule Of Findings And Questioned Costs ................................................................................. 4 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 ....................................................................... 6 Independent Auditor’s Report On Compliance For Each Major Federal Program And Report On Internal Control Over Compliance In Accordance With The Uniform Guidance .................... 8 Independent Auditor’s Report On Financial Statements .............................................................. 11 Financial Section ........................................................................................................................... 14 About The State Auditor’s Office ................................................................................................. 98 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 3 SCHEDULE OF FINDINGS AND QUESTIONED COST S City of Pasco Franklin County January 1, 2016 through December 31, 2016 SECTION I – SUMMARY OF AUDITOR’S RESULTS The results of our audit of the City of Pasco are summarized below in accordance with Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Financial S tatements We issued an unmodified opinion on the fair presentation of the financial statements of the governmental activities, the business-type activities, each major fund and the aggregate discretely presented component unit and remaining fund information in accordance with accounting principles generally accepted in the United States of America (GAAP). Internal Control over Financial Reporting:  Significant Deficiencies: We reported no deficiencies in the design or operation of internal control over financial reporting that we consider to be significant deficiencies.  Material Weaknesses: We identified 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 A wards 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 each of its major federal programs. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 4 We reported no findings that are required to be disclosed in accordance with 2 CFR 200.516(a). Identification of Major Federal Programs: The following programs were selected as major programs in our audit of compliance in accordance with the Uniform Guidance. CFDA No. Program or Cluster Title 14.239 Home Investment Partnerships Program 20.205 Highway Planning and Construction The dollar threshold used to distinguish between Type A and Type B programs, as prescribed by the Uniform Guidance, was $750,000. The City did not qualify as a low-risk auditee under the Uniform Guidance. SECTION II – FINANCIAL STATEMENT FINDINGS None reported. SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS None reported. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 5 INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPOR TING AND ON COMPLIAN CE AND OTHER MATTERS BASED ON AN AUDIT OF FINAN CIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS City of Pasco Franklin County January 1, 2016 through December 31, 2016 Mayor and City Council City of Pasco Pasco, Washington We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund and the aggregate discretely presented component unit and remaining fund information of the City of Pasco, Franklin County, Washington, as of and for the year ended December 31, 2016, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated September 26, 2017. 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 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 6 deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. However, material weaknesses 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. Pat McCarthy State Auditor Olympia, WA September 26, 2017 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 7 INDEPENDENT AUDITOR’S REPORT ON COMPLIAN CE FOR EACH MAJOR FEDERAL P ROGRAM AND REPORT ON INTERNAL CONTROL OVE R COMPLIANCE IN ACCO RDANCE WITH THE UNIFORM GUIDANCE City of Pasco Franklin County January 1, 2016 through December 31, 2016 Mayor and City 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) Compliance Supplement that could have a direct and material effect on each of the City’s major federal programs for the year ended December 31, 2016. The City’s major federal programs are identified in the accompanying Schedule of Findings and Questioned Costs. Management’s Responsibility Management is responsible for compliance with federal statutes, regulations, and the terms and conditions of its federal awards 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 the audit requirements of Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Those standards and the Uniform Guidance 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. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 8 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. 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, 2016. REPORT ON INTERNAL CONTROL OVER COM PLIANCE 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 the Uniform Guidance, 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 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 9 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 R eport The purpose of this report on internal control over compliance is solely to describe the scope of our testing of internal control over compliance and the results of that testing based on the requirements of the Uniform Guidance. Accordingly, this report is not suitable for any other purpose. However, this report is a matter of public record and its distribution is not limited. It also serves to disseminate information to the public as a reporting tool to help citizens assess government operations. Pat McCarthy State Auditor Olympia, WA September 26, 2017 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 10 INDEPENDENT AUDITOR’S REPORT ON FINANCIAL STATEMENTS City of Pasco Franklin County January 1, 2016 through December 31, 2016 Mayor and City 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 discretely presented component unit and remaining fund information of the City of Pasco, Franklin County, Washington, as of and for the year ended December 31, 2016, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed on page 14. Management’s Responsibility for t he 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 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 11 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. 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 discretely presented component unit and remaining fund information of the City of Pasco, as of December 31, 2016, and the respective changes in financial position and, where applicable, cash flows thereof, and the respective budgetary comparison for the General Fund, for the year then ended in accordance with accounting principles generally accepted in the United States of America. 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 16 through 26, information on postemployment benefits other than pensions on page 90 and pension plan information on pages 91 through 94 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. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 12 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 Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). This 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 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. OTHER REPORTING REQUIRED BY GOVERNMENT AUDITING STANDARDS In accordance with Government Auditing Standards, we have also issued our report dated September 26, 2017 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. Pat McCarthy State Auditor Olympia, WA September 26, 2017 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 13 FINANCIAL SECTION City of Pasco Franklin County January 1, 2016 through December 31, 2016 REQUIRED SUPPLEMENTARY INFORMATION Management’s Discussion and Analysis – 2016 BASIC FINANCIAL STATEMENTS Statement of Net Position – 2016 Statement of Activities – 2016 Balance Sheet – Governmental Funds – 2016 Statement of Revenues, Expenditures and Changes in Fund Balance – Governmental Funds – 2016 Reconciliation of Governmental Funds Statement of Revenues, Expenditures and Changes in Fund Balance to the Statement of Activities – 2016 Statement of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual – General Fund - 2016 Statement of Net Position – Proprietary Funds – 2016 Statement of Revenues, Expenses and Changes in Fund Net Position – Proprietary Funds – 2016 Statement of Cash Flows – Proprietary Funds – 2016 Statement of Net Position – Fiduciary Funds – 2016 Statement of Changes in Fiduciary Net Position – Fiduciary Funds – 2016 Notes to Financial Statements – 2016 REQUIRE D SUPPLEMENTARY INFORMATION Firemen’s and LEOFF 1 OPEB – 2016 Schedule of Proportionate Share of the Net Pension Liability – PERS PLAN 1, PERS, PLAN 2/3, LEOFF1, LEOFF 2 – 2016 Schedule of Employer Contributions – PERS PLAN 1, PERS PLAN 2/3, LEOFF1, LEOFF 2 – 2016 Schedule of Contributions – Fire Pension Fund – 2016 Schedule of Investment Returns – Fire Pension Plan – 2016 Schedule of Changes in the City’s Net Pension Liability and Related Ratios – Fire Pension Fund – 2016 Notes to Schedules – 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 14 SUPPLEMENTARY AND OTHER INFORMATION Schedule of Expenditures of Federal Awards – 2016 Notes to the Schedule of Expenditures of Federal Awards – 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 15 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, 2016. We encourage readers to consider the information that we have furnished in our letter of transmittal which can be found starting on page 1 of this report. All amounts, unless otherwise indicated, are expressed in thousands of dollars. Financial Highlights  The assets and deferred inflows of the City of Pasco exceeded liabilities and deferred outflows at the close of the most recent fiscal year by $407,516. Of this amount, $52,847 may be used to meet the government’s ongoing obligations to the citizens and creditors.  The City of Pasco’s total net position improved by $23,507. Approximately 27% of the increase in net position is due to increases in business-type activities and 73% is due to governmental-type activities. Significant portion of the increase is attributable to capital grants and contributions received from developers in the form of donated infrastructure.  As of the close of the current fiscal year, the City of Pasco’s governmental funds reported combined ending fund balances of $35,212, a decrease of $366 in comparison with the prior year.  At the end of the current fiscal year, the unrestricted, unassigned fund balance for the City’s General Fund was $14,191, which also represents 36% of total General Fund expenditures. There was an excess of revenues over expenditures of $3,226; transfers in totaling $192 and transfers out totaling $7,041. Of the transfers out, $6,236 was for one-time expenditures (to cover construction project capital spending) and $805 for cash flow and other subsidies to Special Revenue funds. 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. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 16 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. The government-wide financial statements can be found on pages 24-25 of this report. 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. 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 2016, 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 non-major governmental funds is provided in the form of Combining Statements elsewhere in this report. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 17 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. The basic governmental fund financial statements can be found starting on page 24 of this report. 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. An Internal service fund is 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 starting on page 30. 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. The basic fiduciary fund financial statements can be found starting on page 33 of this report. 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. The notes to the financial statements can be found starting on page 35. Government-wide Overall 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 and deferred inflows exceeded liabilities and deferred outflows by $407.53 million at the close of the most recent fiscal year. The largest portion of the City of Pasco’s net position $354.19 million (87%) reflects its investment in 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. 4% ($16.90 million) of the City of Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 18 Pasco’s net position represents resources that are subject to external restrictions on how they may be used. The remaining $36.44 million 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 for 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. As mentioned in the financial highlights, The City’s net position increased by $23.50 million, during the current fiscal year. All of the increase in the City’s net position was attributable to capital grants and contributions received from developers in the form of donated infrastructure related to residential and commercial development and state and federal grants received for street construction and improvement projects, and, water and sewer infrastructure improvements. 2016 2015 2016 2015 2016 2015 NonCapital assets 51.73$ 53.18$ 25.02$ 26.78$ 76.75$ 79.96 Capital assets 223.53 205.53 180.87 176.76 404.40 382.29 Total assets 275.26 258.71 205.89 203.54 481.15 462.25 Deferred Outflows 3.41 2.81 0.57 0.43 3.98 3.24 Current liabilities 7.85 6.41 4.32 4.95 12.17 11.36 Noncurrent liabilities 24.14 23.38 40.72 43.83 64.86 67.21 Total liabilities 31.99 29.79 45.04 48.78 77.03 78.57 Deferred Inflows 0.49 2.62 0.08 0.27 0.57 2.89 Net position: Investment in capital assets 212.71 198.28 141.48 139.18 354.19 337.46 Restricted 16.90 20.40 - - 16.90 20.40 Unrestricted 16.58 10.43 19.86 15.74 36.44 26.17 Total net position 246.19$ 229.11$ 161.34$ 154.92$ 407.53$ 384.03$ City of Pasco's Net Position (in millions) Governmental Activities Business-Type Activities Total Primary Government Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 19 Governmental Activities. Governmental activities decreased the City of Pasco’s net position by ($0.98). The decrease is attributable to the investment in Public Safety and the consequential increase in expenses. In 2016, the city added 11 positions: 5 in the Police Department, 3 in the Fire Department, 2 in the Administrative & Community Services Department, and 1 Human Resources. Additionally, in 2015, the City also approved additional 18 positions, 8 of which were Public Safety hires. Tax revenues for the City have been increasing at a steady race, reflecting a healthy and growing economy. Property sales tax revenue increased by 9%, Sales tax revenue increased by 9%, and Excise tax revenue increased by 18%. During the same period utility tax revenue decreased by 12%, primarily due to timing of revenue recognition during year-end. Additionally, Cable TV and Telephone utility tax revenues have continued their historical decline due to nontaxable data services available through cellular services, bundling of services by telephone and cable providers that result in reduced charges and taxable revenue for each service, and replacement of traditional landlines with cellular phones. 2016 2015 2016 2015 2016 2015 Revenues Program revenues: Charges for services 23.50$ 20.21$ 23.47$ 20.98$ 46.97$ 41.19$ Operating grants & contributions 1.32 1.77 0.01 0.03 1.33 1.80 Capital grants & contributions 25.05 23.93 7.19 6.09 32.24 30.02 General revenues: Property taxes 7.93 7.26 7.93 7.26 Other taxes 26.80 26.36 26.80 26.36 Investment income and miscellaneous 2.26 1.99 0.15 0.10 2.41 2.09 Total revenues 86.86 81.52 30.82 27.20 117.68 108.72 Program expenses: General government 8.72 8.24 8.72 8.24 Public safety 29.38 24.93 29.38 24.93 Transportation 16.63 16.37 16.63 16.37 Economic environment 5.62 5.14 5.62 5.14 Culture and recreation 8.93 8.11 8.93 8.11 Interest on long term debt 0.50 0.44 0.50 0.44 Water 9.48 9.10 9.48 9.10 Sewer 8.57 8.17 8.57 8.17 Process water reuse 3.17 2.52 3.17 2.52 Storm water 1.53 1.17 1.53 1.17 Irrigation 1.65 1.78 1.65 1.78 Total expenses 69.78 63.23 24.40 22.74 94.18 85.97 Changes in net position 17.08 18.29 6.42 4.46 23.50 22.75 Transfers - - - - - - Total changes in net position 17.08$ 18.29$ 6.42$ 4.46$ 23.50$ 22.75$ Governmental Activities City of Pasco's Change in Net Position (in millions) Business-Type Activities Total Primary Government Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 20 GOVERNMENTAL ACTIVITES – REVENUES BY SOURCE GOVERNMENTAL ACTIVITIES – EXPENSES AND PROGRAM REVENUES Charges for services 27% Operating grants & contributions 1% Capital grants & contributions 29% Property taxes 9% Other taxes 31% Investment income and miscellaneous 3% Sources of Revenues 2016 Charges for services 25% Operating grants & contributions 2% Capital grants & contributions 29% Property taxes 9% Other taxes 32% Investment income and miscellaneous 3% Sources of Revenues 2015 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 21 Business-Type Activities. 27% of the increase in the City of Pasco’s net position is related to business-type activities. The total increase in net position for business-type activities was $6,420. Charges for services increased by $2,490 (12%). Effective, January 1, 2016, water consumption rates increased by 5%, Sewer rates increased by 9%, and Irrigation rates increased by 5%. UTILITY ACTIVITIES – EXPENSES AND PROGRAM REVENUES COMPARISON Financial Analysis of the City’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 2016, the City of Pasco governmental funds reported combined ending fund balances of $35,212, which is a decrease of $0.37 from the prior year. Approximately 84% of this total amount, $13,912 constitutes unassigned fund balance, which is available for spending at the government’s discretion. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 22 The General Fund is the chief operating fund of the City of Pasco. At the end of 2016, unassigned fund balance of the general fund was $14,190. As a measure of the general fund’s liquidity, it may be useful to compare unrestricted, unassigned fund balance to total expenditures. This represents 36% of total expenditures. The fund balance of the City of Pasco’s General Fund decreased by $2,656 during 2016, which is 6.2% of current year revenues. Overall revenues increased by $1,626 (5%) and total expenditures increased by $1,672 (4%). General fund tax revenues increased by $799 (3%). Property taxes increased approximately (3%) due to new construction and steady valuations, and sales taxes increased by $1,241 (9%) with the continued steady economic recovery. The City was able to increase the number of approved personnel positions, by adding eleven positions. The General Fund revenues of $42,970 exceeded expenditures of $39,744 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 from the internal service funds. Unrestricted net position of the utility fund at the end of 2016 was $16,733. 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 2016, the utility is well positioned as it has current assets of $21,799 available to meet its current liability obligations of $4,239, resulting in a working capital ratio of 5. The utility showed a loss before contributions and transfers of $1,105. This was more than offset by $7,189 in capital contributions. The City continues to invest in new infrastructure due to the growth of its population, as well as due to the need to address aging infrastructure issues. The City has a meter and service replacement program with the goal of replacing its meters on an average of once every ten years. Local improvement districts (LIDs) are used by the utility to supplement the ratepayers’ 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 information that is more detailed. There were increases to the original budget by $1,057 in expenses, and $2,057 in transfer out appropriations. $521 of the increase was for General Government, $289 of the increase was for Public Safety, and $1,000 of the increase was for the construction of the Police Community Services facility. Actual spending was less than the original appropriation. Actual revenues were 102% of the original revenue budget and 98% 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 $3,226. Capital Asset and Debt Administration Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 23 Capital Assets. The City of Pasco’s investment in capital assets for its governmental and business- type activities as of December 31, 2016 amounts to $401,320 (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 $18,004 for governmental activities and an increase of $6,779 for business-type activities. $24,565 and $5,201 in noncash capital contributions were made to governmental and business-type activities, respectively, in 2016. Major capital asset activity during the current fiscal year included the following:  Capital spending in governmental funds for 2016 was $8,170: $206 for general governmental purposes, $5,606 for public safety purposes, $518 for economic environment, $995 for transportation purposes and $845 for culture and recreation purposes. The largest projects for 2016 was $5,217 spending for the Police Station (total project budget of $9,518).  Construction spending in the utility fund (major component of business-activities) for 2016 was $8,278. Construction spending was $2,636 for water, $5,479 for sewer, very small amounts for PWRF, storm water and irrigation. The largest water project was Oregon Ave Waterline $1,182 in 2016 (total project budget was $1,100). The largest sewer project was for the Wastewater Treatment Plant Primary Clarifier #3 which spent $4,709 in 2016 (total project budget of $5,052). Additional information on the City of Pasco’s capital assets can be found in note 5 starting on page 52 of this report. Long-term Debt. At the end of 2016, the City of Pasco had total outstanding debt of $49.48 million. Of this amount, $10.43 million comprised debt backed by the full faith and credit of the government. $38.99 million of the City of Pasco bonded debt represents bonds secured primarily by specified revenue resources (e.g. revenue bonds). The city also has $0.05 million in special assessment bonds. 2016 2015 2016 2015 2016 2015 Land 15.37$ 14.36$ 2.73$ 2.53$ 18.10$ 16.89$ Construction in process 16.28 13.21 9.09 3.94 25.37 17.15 Buildings and structures 23.95 25.46 34.31 36.84 58.26 62.30 Other improvements 3.24 3.05 0.06 - 3.30 3.05 Machinery and equipment 7.54 6.52 7.09 7.64 14.63 14.16 Infrastructure 157.15 142.92 124.52 120.06 281.67 262.98 Total capital assets 223.53$ 205.52$ 177.80$ 171.01$ 401.33$ 376.53$ City of Pasco's Capital Assets at Year-End (in millions) (Net of Depreciation) Governmental Activities Total Primary GovernmentBusiness-Type Activities Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 24 Additional information on the City of Pasco’s long-term liabilities can be found in note 7 starting on page 55 of this report. Economic Factors and Next Year’s Budgets and Rates (amounts not in thousands) In 2016, the Pasco economy was stable and continued to grow. The city issued 2,220 building permits representing approximately $255 million in construction value. Of the total permits, 387 were for new single-family residences, which equates to $95 million in construction value. The average value of a new home in Pasco was approximately $245,000, in 2016. This stable economy was reflected in Standard & Poor’s rating the 2015 utility bond issue as AA-/Stable and the 2015 General Obligation 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; paid for the replacement of the city’s Municipal Court building; and funded the construction of the city’s new Police Community Services Building, which broke ground in the spring of 2015, and was completed in the spring of 2017. In late in 2012, the city annexed a part of Franklin County. 2014 was the first year the city received the additional property taxes from the annexation. The annexed area was in a part of the county already surrounded by the city. In the spring of 2015, the city annexed the Road 80 area. This annexation covers 688 acres and represents an addition of property assessed at $118,000,000. 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. Annual rate increases are scheduled. 2016’s rate increases are 5% for water consumption; sewer’s rate increase is 9%; the ambulance rate increase is 15% (from $12.65 to $14.55 per month). The City is conducting a rate study for Storm water and Irrigation services during 2017. Requests for Information This financial report is designed to provide a general overview of the City of Pasco’s finances for all those with an interest in the government’s finances. Questions concerning any of the 2016 2015 2016 2015 2016 2015 General Obligation Bonds 10.43$ 11.89$ 3.38$ 13.81$ 11.89$ Special Assessement Bonds 0.05 0.16 0.05 0.16 Loans & Notes 0.01 0.08 0.51 6.94 0.52 7.02 Revenue Bonds 35.10 38.29 35.10 38.29 10.49$ 12.13$ 38.99$ 45.23$ 49.48$ 57.36$ Governmental Activities Total Primary GovernmentBusiness-Type Activities City of Pasco's Bonds and Notes (in millions) Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 25 information provided in this report or requests for additional financial information should be addressed to the Finance Director, PO Box 293, Pasco, WA 99301. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 26 Governmental Business-Type Component Unit Activities Activities Total Pasco Public Facility District ASSETS Current assets: Cash & cash equivalents 22,461,122$ 14,469,874$ 36,930,996$ 42,829$ Restricted cash: Program, grant, donations 320,956 320,956 Customer deposits 278,102 426,573 704,675 Unspent bond proceeds - 4,117,289 4,117,289 Debt covenants 264,751 884,035 1,148,786 Investments 16,267,368 2,853,095 19,120,463 Receivables (net of allowances): Taxes 3,995,206 3,995,206 81,929 Customers 1,940,492 2,047,059 3,987,551 Grants 323,436 10,937 334,373 Due from Fiduciary Funds 275,000 275,000 Due from other governments 100,000 100,000 Prepaids 3,146 Inventories - 196,767 196,767 Total current assets 46,226,433 25,005,629 71,232,062 127,904 Noncurrent assets: Restricted cash 455,173 1,263,478 1,718,651 Restricted investments - Debt/IBNR/LID 1,397,189 1,636,761 3,033,950 Special assessments 543,591 180,627 724,218 Net Pension Asset 3,016,107 3,016,107 Joint Ventures 81,047 81,047 Capital assets not being depreciated: Land 15,373,198 2,725,435 18,098,633 Construction work in progress 16,282,189 9,086,415 25,368,604 Capital assets net of accumulated depreciation: Buildings and structures 23,948,558 34,306,159 58,254,717 Other improvements 3,236,787 56,947 3,293,734 Machinery and equipment 7,543,841 7,089,046 14,632,887 Infrastructure 157,147,154 124,524,643 281,671,797 Total noncurrent assets 229,024,834 180,869,511 409,894,345 - Total assets 275,251,267 205,875,140 481,126,407 127,904 DEFERRED OUTFLOWS OF RESOURCES Pension related 3,414,120 572,519 3,986,639 - LIABILITIES Current liabilities: Accounts payable 2,795,591 830,187 3,625,778 110,033 IBNR payable from restricted assets 1,680,670 1,680,670 Due to other funds 275,000 275,000 Deposits payable from restricted assets 178,103 426,573 604,676 Accrued interest payable from restricted assets - 173,974 173,974 Compensated absences - current 2,106,348 - 2,106,348 Loans due to other governments - current 11,930 114,689 126,619 Bonds - current 800,387 2,772,418 3,572,805 Total current liabilities 7,848,029 4,317,841 12,165,870 110,033 Noncurrent liabilities: Compensated absences 384,200 234,011 618,211 Net OPEB obligation 4,086,203 4,086,203 Notes payable 40,309 393,753 434,062 Bonds payable (net of premium)9,966,960 37,154,731 47,121,691 Net pension obligation 9,666,795 2,937,825 12,604,620 Total noncurrent liabilities 24,144,467 40,720,320 64,864,787 Total liabilities 31,992,496 45,038,161 77,030,657 110,033 DEFERRED INFLOWS OF RESOURCES - - Pension related 487,327 78,774 566,101 NET POSITION Net investment in capital assets 212,712,141 141,470,343 354,182,484 Restricted for: Cemetery (nonexpendable)486,429 486,429 Prepaid items - - 3,146 Program, grant, donations 34,956 34,956 Streets and boulevards 6,986,140 6,986,140 Litter and housing abatement 561,571 561,571 Park development 2,152,337 2,152,337 Capital improvement 5,927,245 5,927,245 Economic development 114,353 114,353 Debt repayment/guarantee 634,814 634,814 Committed for: Landfill 407,344 407,344 Special revenue funds 3,769,477 3,769,477 Construction projects 225,500 225,500 Unrestricted 12,173,257 19,860,381 32,033,638 14,725 Total Net Position 246,185,564$ 161,330,724$ 407,516,288$ 17,871$ The notes to the financial statements are an integral part of this statement. Statement of Net Position December 31, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 27 Charges for Operating Capital Services, Fines & Grants and Grants and Governmental Business-Type Component Unit Functional Programs Expenses Licenses Contributions Contributions Activities Activities Total Pasco Public Facility District Primary Government: Governmental activities: General government 8,716,441$ 4,740,997$ -$ -$ (3,975,444)$ -$ (3,975,444)$ -$ Public safety 29,373,810 6,309,905 463,806 - (22,600,099) - (22,600,099) - Transportation 16,627,294 3,771,494 161,321 D2 23,700,108 11,005,629 - 11,005,629 - Natural & economic environment 5,617,654 6,021,806 531,300 278,497 1,213,949 - 1,213,949 - Culture and recreation 8,929,402 2,556,162 164,987 1,074,398 (5,133,855) - (5,133,855) - Interest on long term debt 504,038 (504,038) - (504,038) - Total governmental activities 69,768,639 23,400,364 1,321,414 25,053,003 (19,993,858) - (19,993,858) - Business-type activities: Water 9,475,449 9,480,798 - 2,350,970 2,356,319 2,356,319 - Irrigation 1,646,426 1,301,273 - 993,454 648,301 648,301 - Sewer 8,571,343 7,958,262 - 3,129,523 2,516,442 2,516,442 - Process Water Reuse 3,172,408 3,347,578 - - 175,170 175,170 - Storm Water 1,531,054 1,515,109 10,937 714,849 709,841 709,841 - Total business-type activities 24,396,680 23,603,020 10,937 7,188,796 - 6,406,073 6,406,073 - Total primary government 94,165,319$ 47,003,384$ 1,332,351$ 32,241,799$ (19,993,858) 6,406,073 (13,587,785) - Component units Pasco Public Facility District Total component units 539,656$ 20,000$ -$ -$ (519,656) General Revenues: Taxes: Property taxes 7,928,041 7,928,041 Sales taxes 14,886,729 14,886,729 483,114 B&O taxes 9,027,827 9,027,827 Excise taxes 2,884,722 2,884,722 Intergovermental 1,961,197 1,961,197 Investment income and miscellaneous 300,357 145,721 446,078 387 Transfers - - - Total general revenues and transfers 36,988,873 145,721 37,134,594 (36,155) Change in net position 16,995,015 6,551,794 23,546,809 (36,155) Net position - beginning (Adjusted - 229,190,549 154,778,930 383,969,479 54,026 See Note 15) Net position - ending 246,185,564$ 161,330,724$ 407,516,288$ 17,871$ The notes to the financial statements are an integral part of this statement. Program Revenues Net Revenue (Expenses) and Changes in Net Position Primary Government Statement of Activities For the Year Ended December 31, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 28 Other General Construction Governmental Total ASSETS Cash & cash equivalents 4,852,772$ 1,363,642$ 13,570,618$ 19,787,032$ Restricted cash Program, grant, donation 34,956 2,519 37,475 Customer deposits 267,427 10,675 278,102 Cemetery endowement 455,173 455,173 Debt service 264,751 264,751 Investments 6,931,276 5,954,510 12,885,786 Receivables (net of allowances): Taxes 3,572,998 422,208 3,995,206 Customers 1,138,180 18,000 749,693 1,905,873 Interfund loans 587,517 587,517 Grants 9,910 130,775 182,751 323,436 Special assessments & loans 543,591 543,591 Due from other funds 275,000 275,000 Due from other governments 100,000 100,000 Total assets 17,082,519 1,512,417 22,844,006 41,438,942 LIABILITIES Accounts payable 1,059,902 1,286,917 403,855 2,750,674 Interfund loans payable 1,161,975 1,161,975 Due to other funds 275,000 275,000 Deposits payable from restricted assets 167,427 10,676 178,103 Total liabilities 1,227,329 1,286,917 1,851,506 4,365,752 DEFERRED INFLOWS OF RESOURCES Unavailable revenue 1,221,976 638,998 1,860,974 FUND BALANCES (DEFICITS) Nonspendable Cemetery permanent fund 486,429 486,429 Restricted Program, grant, donation 34,956 34,956 Street and boulevard 6,986,140 6,986,140 Litter & housing abatement 561,571 561,571 Park development 2,152,337 2,152,337 Capital improvements 5,927,245 5,927,245 Economic development 114,353 114,353 Debt repayment/guarantee - 634,814 634,814 Committed Landfill claims 407,344 407,344 Special revenue funds 3,769,477 3,769,477 Construction projects 225,500 225,500 Unassigned 14,190,914 (278,864) 13,912,050 Total fund balances 14,633,214 225,500 20,353,502 35,212,216 Total liabilities, deferred inflows of resources and fund balances 17,082,519$ 1,512,417$ 22,844,006$ 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.223,019,104 Deferred pension outflows are not available to pay for current period expenditures and therefore are not reported in the governmental funds.3,374,082 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.(25,684,406) Deferred inflows and proceeds from asset sales in governmental funds is susceptible to full accrual therefore are not reported in the Statement of Net Activities. Other expenses are susceptible to full accrual and are reported in the Statement of Net Activities but not in the governmental funds.(854,347) 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 between governmental activities are excluded.11,118,915 Net position of governmental activities ( see page 24)246,185,564$ The notes to the financial statements are an integral part of this statement. Balance Sheet Governmental Funds December 31, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 29 General Other Fund Construction Governmental Total REVENUES Taxes 30,987,198$ 3,740,123$ 34,727,321$ Licenses and permits 2,042,239 473,823 2,516,062 Intergovernmental revenue 2,069,451 343,019 2,867,845 5,280,315 Charges for services 6,318,087 9,219,740 15,537,827 Fines and forfeitures 748,324 235,467 983,791 Miscellaneous revenue 805,049 26,880 2,124,439 2,956,368 Total revenues 42,970,348 369,899 18,661,437 62,001,684 EXPENDITURES Current: General government 8,556,646 10,648 - 8,567,294 Public safety 20,883,970 769,244 5,551,396 27,204,610 Transportation 1,799,127 192,030 2,155,845 4,147,002 Natural & economic environment 1,782,897 - 3,662,557 5,445,454 Culture and recreation 5,257,241 14,120 2,859,566 8,130,927 Capital outlay: General government 131,216 74,657 - 205,873 Public safety 133,499 5,428,025 44,201 5,605,725 Transportation 963,253 32,059 995,312 Natural & economic environment 518,400 - 518,400 Culture and recreation - 845,130 - 845,130 Debt service: Principal 776,140 515,000 1,291,140 Interest 423,184 80,854 504,038 Total expenditures 39,743,920 8,815,507 14,901,478 63,460,905 Excess of revenues over (under) expenditures 3,226,428 (8,445,608) 3,759,959 (1,459,221) OTHER FINANCING SOURCES (USES) Sale of assets 955,431 54,680 1,010,111 Transfers in 191,668 8,432,675 1,603,539 10,227,882 Transfers out (7,040,858) (3,187,024) (10,227,882) Total other financing sources (uses)(5,893,759) 8,432,675 (1,528,805) 1,010,111 Net change in fund balances (2,667,331) (12,933) 2,231,154 (449,110) Fund balances - beginning (Adjusted-17,300,545 238,433 18,122,348 35,661,326 See Note15) Fund balances - ending 14,633,214$ 225,500$ 20,353,502$ 35,212,216$ The notes to the financial statements are an integral part of this statement. Statement of Revenues, Expenditures and Changes in Fund Balance s Governmental Funds For the Year Ended December 31, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 30 Net change in fund balances - total governmental funds (449,110)$ Amounts reported for governmental activities in the Statement o f 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.18,691,550 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. 1,291,140 Revenues reported in the statement of activies that do not provide current financial resources are not reported as revenues in the funds.(813,129) Some expenses such as for compensated absences, pension expense, gain on disposal of assets, etc. are reported in the Statement of Net Activities do not the use of current financial resources and, therefore, (2,356,690) are not 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 certain activity is reported with governmental activities. Interfund transfers between govermental funds are eliminated in the Statement of Net Activities.631,254 Change in net position of governmental activities (see page 25)16,995,015$ 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, 2016 (Continued from prior page) Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 31 Original Final Variance to Budget Budget Actual Final Budget REVENUES Taxes 30,533,000$ 31,863,000$ 30,987,198$ (875,802)$ Licenses and permits 1,738,400 1,843,400 2,042,239 198,839 Intergovernmental revenue 2,122,148 2,151,648 2,069,451 (82,197) Charges for services 6,217,614 6,268,414 6,318,087 49,673 Fines and forfeitures 1,116,600 1,119,800 748,324 (371,476) Miscellaneous revenue 454,340 493,440 805,049 311,609 Total revenues 42,182,102 43,739,702 42,970,348 (769,354) EXPENDITURES Current: General government 8,975,169 9,495,749 8,556,646 (939,103) Public safety 21,196,908 21,484,901 20,883,970 (600,931) Transportation 1,765,221 1,806,118 1,799,127 (6,991) Natural & economic environment 1,819,279 1,811,710 1,782,897 (28,813) Culture and recreation 4,960,020 4,961,346 5,257,241 295,895 Capital outlay: General government 111,700 245,700 131,216 (114,484) Public safety 78,000 158,000 133,499 (24,501) Debt service: Principal 1,117,436 1,117,436 776,140 (341,296) Interest 434,239 434,239 423,184 (11,055) Total expenditures 40,457,972 41,515,199 39,743,920 (1,771,279) Excess of revenues over (under) expenditures 1,724,130 2,224,503 3,226,428 (2,540,633) OTHER FINANCING SOURCES (USES) Debt proceeds and other miscellaneous 1,010,000 - - Sale of Capital Asset 1,125,000 1,125,000 955,431 (169,569) Transfers in 143,000 143,000 191,668 48,668 Transfers out (6,201,000) (7,201,000) (7,040,858) 160,142 Total other financing uses (3,923,000) (5,933,000) (5,893,759) 39,241 Net change in fund balances (2,198,870) (3,708,497) (2,667,331) (2,501,392) Fund balances - beginning (Adjusted See Note 15) 10,566,361 17,289,115 17,300,545 11,430 Fund balances - ending 8,367,491$ 13,580,618$ 14,633,214$ (2,489,962)$ Interfund loan activity included for budget purposes but not included in Statement of Revenues, Expenditures and Changes in Fund Balance - Fund balances - ending 14,633,214$ The notes to the financial statements are an integral part of this statement. Statement of Revenues, Expenditures, and Changes in Fund Balanc es-Budget to Actual General Fund For the Year Ended December 31, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 32 Water/Sewer Internal Utility Service ASSETS Current assets: Cash and cash equivalents 12,768,035$ 4,375,929$ Restricted cash equivalents: Claims incuured but not reported (IBNR) 283,481 Customer deposits 426,573 Unspent bond proceeds 4,117,289 Revenue bond covenants 884,035 Investments 1,348,423 4,886,254 Receivables (net of allowances): Customers 2,047,059 34,619 Grants 10,937 - Inventory 196,767 - Total current assets 21,799,118 9,580,283 Noncurrent assets: Restricted cash - bond reserve 1,263,478 - Restricted investments- bond covenants & IBNR 1,636,761 1,397,189 Special assessments 180,627 - Interfund loan 540,505 Capital assets not being depreciated: Land 2,725,435 - Construction work in progress 9,086,415 - Capital assets net of accumulated depreciation: Buildings and structures 34,306,159 - Other Improvements 56,947 - Machinery and equipment 5,346,012 6,446,995 Infrastructure 124,524,643 - Total noncurrent assets 179,126,477 8,384,689 Total assets 200,925,595 17,964,972 DEFERRED OUTFLOWS Pension related 572,519 40,038 LIABILITIES Current liabilities: Accounts payable 750,949 124,155 IBNR payable from restricted assests 1,680,670 Other liabilities Customer deposits payable from restricted assets 426,573 Accrued interest payable from restricted assets 173,974 Compensated absences - current portion - - Loans due to other governments - current portion 114,689 Revenue bonds - current portion 2,772,418 Total current liabilities 4,238,603 1,804,825 Noncurrent liabilities: Compensated absences 234,011 - Loans due to other governments 393,753 - Revenue bonds payable (net of premium)37,154,731 - N e t pension obligation 2,937,825 205,454 Total noncurrent liabilities 40,720,320 205,454 Total liabilities 44,958,923 2,010,279 DEFERRED INFLOWS Pension related 78,774 5,509 NET POSITION Net investment in capital assets 139,727,309 6,446,995 Unrestricted 16,733,108 9,542,227 Total net position 156,460,417$ 15,989,222$ 4,870,307 Net position of business-type activities (see page 24) 161,330,724$ The notes are an integral part of this statement. Statement of Net Position Proprietary Funds December 31, 2016 Adjustment for the net effect of the current year activity between the internal service funds and the enterprise fund Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 33 Business Type Water/Sewer Internal Utility Service OPERATING REVENUES Permits 158,565$ -$ Charges for services 23,419,634 6,060,483 Miscellaneous 24,821 3,437,876 Total operating revenues 23,603,020 9,498,359 OPERATING EXPENSES Depreciation 6,816,267 965,588 Salaries and wages 3,097,783 264,527 Personnel benefits 2,278,217 138,506 Supplies 1,556,387 730,345 Services 9,604,889 6,349,953 Total operating expenses 23,353,543 8,448,919 OPERATING INCOME 249,477 1,049,440 NONOPERATING REVENUES (EXPENSES) Investment income 92,280 92,375 Investment loss (5,815) Rents and leases 53,441 - Grant 10,937 - Gain on sale of capital assets - (36,860) Interest expense (1,511,022) - Total nonoperating revenues (expenses)(1,354,364) 49,700 Income (loss) before contributions and transfers (1,104,887) 1,099,140 Capital contributions 7,188,796 - Transfers in - - Transfers out - - Changes in net position 6,083,909 1,099,140 Net position - beginning (Adjusted-See Note 15) 150,376,508 14,890,082 Net position - ending 156,460,417 15,989,222$ Changes in net position 6,083,909 Adjustment for the net effect the current year activity between the internal service funds and the enterprise fund 467,886 Change in net position of business-type activities (page 25)6,551,794$ The notes to the financial statements are an integral part of this statement. Statement of Revenues, Expenses, and Changes in Net Position Proprietary Funds For the Fiscal Year Ended 12/31/2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 34 Water/Sewer Internal Utility Service CASH FLOW FROM OPERATING ACTIVITIES Receipts from customers 22,448,714$ 9,463,740$ Payments to employees (4,568,800) (367,378) Payments to suppliers (11,305,877) (6,466,627) Net cash provided by operating activities 6,574,037 2,629,735 CASH FLOWS FROM NONCAPITAL FINANCING ACTIVITIES: - Noncapital grants 10,937 - Rents and leases 53,441 Net cash provided from noncapital financial activities 64,378 - CASH FLOW FROM CAPITAL AND RELATED FINANCING ACTIVITIES Proceeds from sale of assets - (38,859) Acquisition of capital assets (8,210,082) (1,521,840) Principal paid to refinance existing debt - Principal paid on existing debt (8,711,997) - Interest paid on debt (1,691,803) - Bond proceeds received 3,959,939 - Payments received from notes and loans - - Transfers in (out) for capital - - Capital charges 1,987,462 Capital grant and contribution proceeds (10,937) - Net cash used by capital and related financing activities (12,677,418) (1,560,699) CASH FLOWS FROM INVESTING ACTIVITIES Investments sold and earnings 2,041,448 88,558 Investments purchased - (2,994,100) Net cash provided from investing activities 2,100,165 (2,408,937) Net increase in cash (3,938,838) (1,339,901) Beginning cash 23,398,248 5,999,311 Ending cash 19,459,410$ 4,659,410$ RECONCILATION OF OPERATING INCOME TO NET CASH PROVIDED BY OPERATING ACTIVITIES Net Operating Income 249,477$ 1,049,440$ ADJUSTMENTS TO RECONCILE OPERATING INCOME TO NET CASH PROVIDED (USED) BY OPERATING ACTIVITIES Depreciation 6,816,267 965,588 Changes in assets and liabilities Decrease in customer receivables (1,208,154) (34,619) Decrease in inventories - - Increase in accounts payable (144,601) 613,671 Decrease in accounts customer deposits payable 53,846 Decrease in compensated absences 22,431 (Increase) decrease in pension deferred outflow (144,026) (5,107) Increase (decrease) in pension obligation 1,124,952 57,665 Increase (decrease) in pension deferred inflow (196,155) (16,903) Net cash provide by operating activities 6,574,037$ 2,629,735$ NON CASH ACTIVITIES Capital contributions 5,201,334 - Total noncash activities 5,201,334$ -$ The notes to the financial statements are an integral part of this statement. Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended 12/31/2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 35 Pension and Other Post-Employment Benefits Agency ASSETS Cash & cash equivalents 572,714$ 462,809$ Receivables Interfund Loan 33,954 Investments Federal Agency 36,469 Mutual Funds 4,462,412 Total assets 5,105,549 462,809 LIABILITIES Due to others - 462,809 Total liabilities - 462,809$ NET POSITION Held in trust for pension benefits/other post employment benefits 5,105,549$ The notes to the financial statements are an integral part of this statement. Statement of Net Position Fiduciary Funds December 31, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 36 Pension and Other Post-Employment Benefits ADDITIONS Taxes 58,192$ Investment earnings Interest 64,519 Dividends 25,594 Net increase in market value of investments 496,054 Total Additions 644,359 DEDUCTIONS Pension benefits 118,053 Medical premiums 188,120 Administrative expenses 11,700 Total deductions 317,873 Change in net position 326,486 Net position - beginning (adjusted - see note 15)4,779,063 Net position - ending 5,105,549$ 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, 2016 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 37 NOTES TO THE FINANCIAL STATEMENTS NOTE 1: SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The financial statements of the City of Pasco have been prepared in conformity with generally accepted accounting principles (GAAP) as applied to governmental units. The Governmental Accounting Standards Board (GASB) is the accepted standard setting body for establishing governmental accounting and financial reporting principles. The significant accounting policies are described below. A. Reporting Entity The City of Pasco was incorporated on May 4, 1891 and operates under the laws of the state of Washington applicable to a Non-Charter Code City with a Council/Manager form of government. As required by the generally accepted accounting principles the financial statements present City of Pasco as a primary government unit. The component unit discussed below is included in the City reporting entity because of the significance of its operational relationship with the City of Pasco. The Pasco Public Facility was created pursuant to Chapter 35.57 of the Revised Code of Washington for the purposes of acquiring, constructing, operating and financing one or more regional centers through cooperative and joint ventures with the City of Kennewick. The PFD is discreetly presented in the component unit column in the government-wide financial statements to emphasize that is a legally separate entity. B. Basis of Presentation - Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the non-fiduciary activities of the primary government and its component unit. Although fiduciary funds are excluded from the government-wide financial statements, effective in 2015, all pension components of fiduciary funds are required to be reported in the government-wide financial statements. For the most part, the effect of inter-fund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for 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 allocate indirect costs to a specific function or segment. Program revenues include 1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and 2) grants and contributions that are restricted to meeting the operational or capital requirements or a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 38 As a general rule the effect of the inter-fund activity has been eliminated from the government –wide financial statements. Exceptions to this rule include business taxes the utility pays to the general fund, activities in internal service funds in which outside parties are engaged and certain other service functions between funds, that if eliminated may misrepresent the cost date reported for various other functions of the government. Separate fund financial statements are provided for governmental funds, proprietary funds, and fiduciary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. The City of Pasco reports the following major governmental funds:  The General Fund: The General (or current expense) Fund is the City of Pasco’s primary operating fund. It accounts for all financial resources of the general government, except those required or elected to be accounted for in separate fund.  The Construction Fund: the Construction Fund is a capital project fund used to account for significant construction and capital acquisition related to governmental activities. The City of Pasco reports the following major proprietary fund:  The Water/Sewer Fund: the Water/Sewer Fund accounts for water, sewer, water reuse, storm water and irrigation utility activities. Additionally, the City of Pasco reports the following fund types:  Special Revenue funds are used to account for specific revenue sources that are restricted, committed, or assigned to expenditures for a particular purpose.  Debt Services funds are used to account for the resources accumulated and payments made for principal and interest on long –term general obligation debt of governmental funds.  Permanent funds are used to report resources that are legally restricted to the extent that only earnings, not principal, may be used for purposes that support the government’s program.  Internal Service funds are used to account for equipment replacement and operations, central stores, as well as medical/dental insurance services provided to other departments on a cost-reimbursement basis.  Pension Trust funds are used to account for the sources and uses of funds to meet the pension benefit and other post-employment benefit obligations made to firemen Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 39 covered under the Plan prior to the creation of the Law Enforcement Officers and Fire Fighters’ (LEOFF) pension system in 1970.  Agency funds are used to report resources held by the city in a purely custodial capacity on behalf of the Animal Control Authority and on behalf of all employees for Payroll Clearing and those employees with Flexible Spending Accounts. C. Measurement Focus, Basis of Accounting Government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund and fiduciary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the City considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. The City considers property taxes as available if they are collected within 60 days after year end. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgements are recorded only when payment is due. 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 period. All other revenue items are considered to be measurable and available only when cash is received by the City. Proprietary fund financial statements are reported using the economic resources measurement focus and full-accrual basis of accounting. Revenues are recorded when earned and expenses are recorded when a liability is incurred regardless of the timing of the cash flows. Proprietary funds distinguish operating revenues and expenses from non- operating items. Operating revenues and expenses generally result from providing services 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, Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 40 administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. D. Budgetary Information 1. Scope of Budget Annual appropriated budgets are adopted for the general and special revenue and on a modified accrual basis. Budgets for debt service and capital project funds are adopted at the level of the individual debt issue or project and for fiscal periods that correspond to the lives of debt issues or projects. The City also adopts appropriated budgets for proprietary, debt service, and internal service funds. All budgets are adopted at the fund level. Appropriations for all funds lapse at year-end. Budgets for capital outlays are re- appropriated until the purpose of the appropriation has been accomplished or abandoned. 2. Amending the Budget The City Manager is authorized to transfer budgeted amounts within the funds. However, any revisions that alter the total appropriations of a fund, or which affects the number of authorized employee positions, salary ranges, hours, or other conditions of employment must be approved by the City Council. When City Council determines it is in the best interest of the City of Pasco to increase or decrease the appropriation for a particular fund, it may do so by ordinance approved by one more than the majority after holding a public hearing. The financial statements contain the original and final budget information. The original budget is the first complete appropriated budget. The final budget is the original budget adjusted by all reserves, transfers, allocations, supplemental appropriations, and other legally authorized changes applicable for the fiscal year. Excess of Expenditures over Appropriations There were no funds that exceeded approved budget appropriations. Deficit Fund Net Position The LID Loan Fund, a non-major debt service fund of the City, ended the year with a negative fund balance of ($278,864). The negative fund balance is a result of required accounting practices. Previously most LID’s were financed with a bond issue which is not reflected on the balance sheet of the governmental fund. The current LID’s are financed with interfund loans which are recorded as a loan payable on the balance sheet and GASB requires future principal payments to be recorded as deferred inflows on the balance sheet. Both items are recorded on the liability side of the balance sheet with only the LID assessments receivable on the asset side. The result is almost always a negative net position for the fund. The deficit fund balance will be corrected as the loans are paid off. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 41 E. Assets, Liabilities, Deferred Inflows, Deferred Outflows, Fund Balance/Net Position 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. 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 fair value for the items held. 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 3. 2. Receivables and payables Taxes receivable consist of property taxes, sales 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. Detailed information on property tax can be found in Note 4. 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, 2016 the only major fund of the city to have an allowance for uncollectible accounts was the General Fund. The gross Municipal Court receivable for the City is $10,443,881 of which $9,534,219 is not expected to be collected (allowance for uncollectible accounts) and thus only the net amount of $909,662 is included in the financial statements. The estimate for uncollectible is based on historical collections and the fact that in recent years’ lawmakers have removed the City’s ability to hold citizens accountable for nonpayment of fines. Non-major funds receivable balances include the applicable allowance for uncollectible accounts (which relates to ambulance services) of $100,000. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 42 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 inflows reported in the governmental funds were as follows: Unavailable Revenue – Property Taxes $ 192,313 Unavailable Revenue – Special Assessments/Loans 543,591 Unavailable Revenue – Municipal Court 909,662 Unavailable Revenue – Other 215,408 Total Unavailable Revenues $1,860,974 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. 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 21% of the outstanding receivable at December 31, 2016. 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 principal and unbilled principal. Deferred assessments consist of unbilled special assessments that are liens against the property benefitted. As of December 31, 2016, $14,212.32 of delinquent assessments were outstanding in Governmental Funds and $33,045.33 were outstanding in the Business Funds (Sewer). Assessed property owners are responsible for debt repayment. The city guarantee’s the debt to the extent of the LID guarantee fund. 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. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 43 3. Amounts Due to and from Other Funds and Governments, Interfund Loans and Advances Receivable Activities between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either interfund loans receivable/payable or advances to/from other funds. All other outstanding balances between funds are reported as due to/from other funds. Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as internal balances. A separate schedule of interfund loans receivable is furnished in Note 6. 4. Inventories There are currently no inventories in governmental funds. Inventories in proprietary funds are valued using a floating average of costs, which approximates market value. 5. Restricted Assets and Liabilities These accounts contain resources for construction and debt service, including current and delinquent special assessments receivable, in the enterprise fund. The current portion of related liabilities is shown as Payables from Restricted Assets. Additional information on Restricted Assets can be found in Note 3. 6. 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 2016. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 44 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 1 - 50 Infrastructure $5,000 5 - 50 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 45 7. 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 one type of item, unavailable revenues which arises only under a modified accrual basis of accounting, which qualifies as a deferred inflow. Unavailable revenue is reported only in the governmental funds balance sheet. The governmental funds report unavailable revenues for 2016 as follows: a. Uncollected property taxes levied. b. Unbilled special assessments levied against benefited property for the cost of local improvements. An allowance for uncollectible accounts is not necessary since the assessments are liens against the property benefited. c. 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. In addition to unavailable revenues, changes in pension assumptions and calculation variables also create deferred inflows and deferred outflows. These are reported in the enterprise funds and in the government wide level in the Statement of Net Position. 8. 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. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 46 9. Pensions For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of all state sponsored pension plans and additions to/deductions from those plans’ fiduciary net position have been determined on the same basis as they are reported by the Washington State Department of Retirement Systems. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. 10. Long-term Obligations In the government-wide statements and proprietary fund types in the fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund type statements of net position. 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. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from actual debt proceeds received, are reported as professional service costs. 11. Fund Balance and Fund Flow Policies Fund balance of governmental funds is reported in various categories based on the nature of any limitations requiring the use of resources for specific purposes. The government itself can establish limitations on the use of resources through either a commitment (committed fund balance) or an assignment (assigned fund balance). The committed fund balance classification includes amounts that can be used only for specific purposes 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 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 47 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. 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 sheet 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: Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 48 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 Joint Venture 47,959$ Land 14,363,583 Construction in process 13,212,181 Building 25,463,153 Other Improvements 3,052,003 Equipment 2,254,772 Infrastructure 142,917,795 Pension Assets 4,984,645 Current year change in pension asset (1,968,538) Current year spending in construction work in progress 7,829,466 Current year capital purchases 340,975 Current year capital donations received 24,564,988 Current year increase in Joint Venture 33,088 Current year depreciation (14,076,966) Net adjustment to add to government wide fund balance to arrive at Net Position Governmental Activities 223,019,104$ Beginning Balance of Capital Asset Excluded from Fund Level: Compensated absences (2,106,348)$ OPEB obligation (3,331,084) Pension obligation (7,891,909) Bonds payable (12,092,160) Current year changes to pension obligation (1,569,432) Current year principal payments reducing debt 1,306,527 Net adjustment to reduce government wide fund balance to arrive at Net Position Governmental Activities (25,684,406)$ Another element of that reconciliation explains the "Long-term liabilities are not due and payable in the current 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: Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 49 statement of activities. The first element of that reconciliation relates to capital activity as follows: NOTE 3: DEPOSITS, INVESTMENTS AND RESTRICTED ASSETS 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 $22,190,883 on deposit with US Bank on December 31, 2016. The FDIC insures those deposits up to $250,000. US Bank is required to collateralize 10% of the remaining funds which is $2,219,088. The temporary custodial credit risk for uncollateralized deposits at US Bank was $19,721,795 on December 31, 2016. Custodial credit risk – investments. For an investment, this is the risk that, in the event of the failure of the counterparty, the government will be able to recover the value of its investments or other collateral securities that are in the possession of an outside party. The city limits its custodial credit risk by holding investments that are insured and are registered or held by the city’s agent in the city’s name. Certificates of deposits are entirely covered by federal depository insurance (FDIC and FSLIC) or by collateral held in a multiple financial institution collateral pool administered by the Washington Public Deposit Protection Commission (PDPC). Capital outlays for: Land -$ Construction in process 7,829,466 Machinery and equipment 340,975 Contributed capital assets 24,564,988 Current year depreciation (14,076,966) Gain on Joint venture 33,088 Net capital activity 18,691,551$ New Debt issued -$ Debt repayment (1,306,527) Net debt activity (1,306,527)$ The second element of that reconciliation related to debt activity as follows Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 50 As of December 31, 2016, the City’s deposits and investments were as follows: 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, 2016 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. Concentration of credit risk as a percentage of total investments at December 31, 2016 were as follows: Fair Market Value Weighted Average 12/31/2016 Maturities (Years) Local Government Investment Pool Total Invested Cash Equivalents 38,988,493$ N/A Investments in Federal Agencies 22,190,883 2.36 Investment in Mutual Funds (Pension Trust) 4,462,412 N/A Total Fair Value 65,641,788$ Portfolio Weighted Average Maturity 2.36 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 51 The following table depicts Weighted Average Maturity (WAM) for all City investments with maturities. Restricted assets. The corpus of permanent funds is included in restricted assets. The Water/Sewer utility issued bond proceeds prior to 2016 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 ISSUER *FAIR VALUE AT 12/31/16 PERCENTAGE Local Government Investment Pool 38,988,493$ 59.40% SBA Participation 228,447 0.35% Federal Farm Credit Bank 4,969,505 7.57% Federal Home Loan Bank 2,004,119 3.05% Federal Home Loan Mtg. Corporation 2,729,548 4.16% FICO Strips 4,244,901 6.47% Federal National Mortgage Association 1,979,236 3.02% Resolution Funding Corporation 2,040,955 3.11% Resolution Funding Corporation-Strips 3,994,172 6.08% AmFunds Mutual Funds 4,462,412 6.80% TOTAL 65,641,788$ 100% *All investments were measured at Level 1, Quoted prices in active markets for identical assets or liabilities A B C D =B * D Maturity Date # of Months to Maturity Value % of total WAM 10/1/2026 9.83 36,469$ 0.16% 0.016155 2/1/2027 10 191,978 0.87% 0.086512 10/1/2017 0.8 1,992,272 8.98% 0.074516 6/8/2018 1.5 1,001,693 4.51% 0.067710 7/5/2018 1.6 1,983,002 8.94% 0.141191 7/27/2018 1.6 2,729,548 12.30% 0.194345 9/14/2018 1.8 994,231 4.48% 0.078406 12/27/2018 2.0 2,268,127 10.22% 0.204420 3/8/2019 2.3 1,002,426 4.52% 0.101639 6/13/2019 2.5 1,979,236 8.92% 0.222979 9/26/2019 2.8 1,976,774 8.91% 0.244971 10/15/2019 2.8 2,040,955 9.20% 0.260283 7/15/2020 3.6 2,007,711 9.05% 0.323899 10/15/2020 3.8 1,986,461 8.95% 0.342850 3.3 22,190,883$ 100.00% 2.359875 Calculation of Weighted Average Maturity (WAM) Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 52 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 from customers as deposits are also restricted. Restricted assets (cash and investments) are composed of the following: Temporary Permanent Restrictions Restrictions City View Cemetery Endowment $ $455,173 Program, grant, donations: Recreation Donations 9,181 Bi-centennial Contribution 6,264 Drug Forfeit, Evidence, Federal Share 19,511 Claims incurred but not reported (IBNR) cash 283,481 Customer Deposits: Governmental Funds Customer Deposits 278,102 Water/Sewer Customer Deposits 426,573 Unspent Bond Proceeds: Water/Sewer Unspent Bond Proceeds 4,117,289 Debt Covenants: Water/Sewer Debt Service account 884,035 Water/Sewer Debt Reserve account 1,263,478 LID Guarantee 100,000 LID Bonds and Loans 164,751 Restricted Investments: Water/Sewer Debt covenants 1,636,761 Incurred But Not Reported (IBNR) 1,397,189 ____________ ___________ Totals $10,586,615 $455,173 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 53 NOTE 4: PROPERTY TAX 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 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. The amount of taxes receivable at year-end that would be collected soon enough to be available to pay liabilities of the current period is immaterial. Property tax collected in advance of the fiscal year to which it applies is recorded as a deferred inflow and recognized as revenue of the period to which it applies. No allowance for uncollectible tax is established because delinquent taxes are considered fully collectible. Prior year tax levies were recorded using the same principle and delinquent taxes are evaluated annually. The reported balances include tax payments from the county received through December 31, 2016. Delinquent taxes totaled $192,313 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. The City may levy up to $3.60 per $1,000 of assessed valuation for general governmental services subject to two limitations: a. Chapter 84.55.010 of the Revised Code of Washington limits the growth of non-voted property taxes to the lesser of 1% per year, or the Implicit Price Deflator. Adjustments for new construction and annexations are excluded from this calculation. b. The Washington State Constitution limits the total regular property taxes to one percent of assessed valuation or $10 per $1,000 of value. If the taxes of all districts exceed this amount, each is proportionately reduced until the total is at or below the one percent limit. The City’s regular levy for 2016 was $1.93672 per $1,000 on an assessed valuation of $3,937,446,202. This resulted in a total regular levy of $7,625,727 for 2016. The City also levied special levy amounts for voter approved bond issues. The following table reflects all 2016 levy amounts for the City. January 1 Taxes are levied and become an enforceable lien against properties. February 14 Tax bills are mailed. April 30 First of two equal installment payments is due. May 31 Assessed value of property established for next year's levy at 100% of market value. October 31 Second installment is due. Property Tax Calendar Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 54 NOTE 5: CAPITAL ASSETS AND CWIP Capital asset activity for the year ended December 31, 2016 was as follows: Levy Rate Total Levy General Levy 1.93672 7,625,727$ Special Levies 1999 Library Remodel 0.01702 53,959 1999 Fire Station 0.02156 68,341 Total 1.97529 7,748,027$ City of Pasco 2016 Levy Rates Governmental Activities: Beginning Balance 01/01/16 Current Period Increases Current Period Decreases Ending Balance 12/31/16 Capital assets, not being depreciated Land 14,363,583$ 1,149,646$ 140,031$ 15,373,198$ Construction in progress 13,212,182 8,918,086 5,848,079 16,282,189 Total capital assets, not being depreciated 27,575,765 10,067,732 5,988,110 31,655,387 Capital assets, being depreciated: Building & structure 41,829,672 266,473 1,877,381 40,218,764 Other improvements 9,354,136 725,083 286,454 9,792,765 Machinery and equipment 14,292,506 2,016,664 809,656 15,499,514 Infrastructure 225,649,605 26,541,497 - 252,191,102 Total capit al assets being depreciated 291,125,919 29,549,717 2,973,491 317,702,145 Less accumulated depreciation: Building & structure 16,366,519 916,088 1,012,401 16,270,206 Other improvements 6,302,132 521,757 267,911 6,555,978 Machinery and equipment 7,773,660 975,719 793,706 7,955,673 Infrastructure 82,731,810 12,312,138 - 95,043,948 Total accumulated depreciation 113,174,121 14,725,702 2,074,018 125,825,805 Total capital assets, being depreciated, net 177,951,798 14,824,015 899,473 191,876,340 Governmental activities capital assets net 205,527,563$ 24,891,747$ 6,887,583$ 223,531,727$ Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 55 Depreciation expense by function: Construction commitments Business Typ e Activities: Beginning Balance 01/01/16 Current Period Increases Current Period Decreases Ending Balance 12/31/16 Capital assets, not being depreciated Land 2,532,743$ 192,692$ -$ 2,725,435$ Construction in process 3,937,728 8,683,580 3,534,893 9,086,415 Total capital assets, not being depreciated 6,470,471 8,876,272 3,534,893 11,811,850 Capital assets, being depreciated: Building & structure 77,048,235 204,646 - 77,252,881 Other Improvements - 56,947 - 56,947 Machinery and equipment 11,463,793 460,368 - 11,924,161 Infrastructure 158,917,114 7,848,724 510,061 166,255,777 Total capital assets being depreciated 247,429,142 8,570,685 510,061 255,489,766 Less accumulated depreciation: Building & structure 40,210,188 2,736,534 - 42,946,722 Machinery and equipment 3,826,671 1,008,444 - 4,835,115 Infrastructure 38,853,050 3,388,145 510,061 41,731,134 Total accumulated depreciation 82,889,909 7,133,123 510,061 89,512,971 Total capital assets, being depreciated, net 164,539,233 1,437,562 - 165,976,795 Business activities capital assets net 171,009,704$ 10,313,834$ 3,534,893$ 177,788,645$ Governmental activities: General government 354,087$ Public Safety 488,163 Transportation 12,619,506 Economic environment 213,480 Culture & recreation 1,050,466 Total depreciation expense - governmental activities 14,725,702$ Business-type activities: Water 2,702,503$ Irrigation 545,766 Sewer 3,249,257 Process water reuse facility 385,420 Stormwater 250,177 Total depreciation expense- business-type activities: 7,133,123$ Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 56 The City of Pasco has active construction projects as of December 31, 2016. The projects include street construction and various utility constructions. At year end, the city’s commitments with contractors are as follows: NOTE 6: INTERFUND BALANCES AND TRANSFERS Interfund loans The composition of interfund loan balances as of December 31, 2016 is as follows: Interfund transfers Transfers between funds during the year ended December 31, 2016 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, CAFR CATEGORY PROJECT COMMITMENT SPENT TO DATE REMAINING COMMITMENTS GENERAL 8,187,904$ 8,131,483$ 56,421$ STREET 776,072 447,406 328,665 WATER 2,530,250 1,564,217 966,033 IRRIGATION 297,037 - 297,037 SEWER 6,112,109 5,524,642 587,468 STORMWATER 51,202 - 51,202 TOTAL 17,954,574$ 15,667,748$ 2,286,826$ Loan Purpose Nonmajor Special Revenue Nonmajor Debt Service Total Nonmajor Internal Service Land Purchase 475,938$ -$ 475,938$ Nonmajor Special Revenue Parking Lot Repaving 243,370 - 243,370 Nonmajor Special Revenue LID Financing - 344,147 344,147 Nonmajor Internal Service LID Financing - 64,567 64,567 Nonmajor Fiduciary LID Financing - 33,954 33,954 Total 719,308$ 442,668$ 1,161,976$ DUE FROM DUE TO TRANSFER FROM General Nonmajor Special Revenue Nonmajor Debt Service Total General -$ 143,000$ 48,667$ 191,667$ Nonmajor Special Revenue 805,000 294,097 300,000 1,399,097 Non Major Debt Service - - 204,442 204,442 Major Construction 6,235,858 2,196,817 - 8,432,675 Total 7,040,858$ 2,633,914$ 553,109$ 10,227,881$ TRANSFER TO Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 57 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 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. NOTE 7: CHANGES IN LONG-TERM LIABILITIES AND LONG-TERM DEBT Changes in long-term liabilities -governmental. For the governmental activities, compensated balances are generally liquidated by the General and Streets funds while medical and dental claims are liquidated by the Medical/Dental internal services fund. Internal service funds predominantly serve the governmental funds. Accordingly, long-term liabilities for them are included as part of the totals for governmental activities. Also for governmental activities, claims and judgements and compensated absences are generally liquidated by the General fund. The table below reflects the change in Long-Term Liabilities for Governmental activities for year ended December 31, 2016. Changes in long-term liabilities – business type. All business type funds liquidate their own compensated absences, judgements, and claims. The table below reflects the change in Long-Term Liabilities for Business Type activities for year ended December 31, 2016. GOVERNMENTAL ACTIVITIES Beginning Balance 01/01/2016 Additions Reductions Ending Balance 12/31/16 Due Within One Year General Obligation Bonds 11,580,000$ -$ (1,150,000)$ 10,430,000$ 770,000$ Premiums 307,734 - (15,387) 292,347 15,387 Total GO Bonds Payable 11,887,734 - (1,165,387) 10,722,347 785,387 Special Assessment Bond 160,000 - (115,000) 45,000 15,000 External Loans1 38,069 3,537 (29,676) 11,930 11,930 Compensated Absences 2,106,348 1,941,036 (1,556,836) 2,490,548 1,556,836 OPEB Obligations 3,331,084 755,119 - 4,086,203 - Pension Obligations 2 8,039,698 479,421 - 8,519,119 - Activity 25,562,933$ 3,179,113$ (2,866,899)$ 25,875,147$ 2,369,153$ 1Reclassified External Loan for $40,301 to interfund loan as the loan was made between a fiduciary fund and a debt service fund of the City and was not an external loan. Type Activities. 2Pension Obligations resulting from the implementation of GASB 6 8 were not included in this table in 2015 for Governmental and Business Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 58 Long-term debt. The city issues general obligation bonds to finance capital improvements such as street projects, softball fields, library improvements, police station and other municipal facilities. Revenue bonds are issued to finance capital facilities, facility improvements and equipment purchases for the City’s utilities. General obligation bonds have been issued for both general government and business-type activities. In 2016 the City made the final payment on a loan to purchase land for a new Animal Control Facility. A loan to the Port of Pasco for the Airport Fire Building was scheduled to be paid off in 2016, however at year end it was discovered that in 2016 the Port had voided and returned the 2015 fourth quarter payments as well as the first two payments in 2016. The Port indicated the loan was paid in full and instructed staff to cease sending payments. The City’s records indicate there is an outstanding balance of $11,930 still due the Port and we are working with them to reconcile payment history. Governmental debt is considered obligations of the general government and is being repaid with general governmental resources. Proprietary fund revenues are used to repay revenue and refunding bonds as well as certain loans. The bond issues are not subject to arbitrage but the investments held in reserves (and the Guarantee Fund for LID 145) are subject to rebate and yield restrictions. Bonded indebtedness has also been entered into (currently and in previous years) to advance refund general obligation and revenue bonds. General obligation bonds and loans outstanding as of December 31, 2016 are as follows: BUSINESS TYPE ACTIVITIES Beginning Balance 01/01/2016 Additions Reductions Ending Balance 12/31/16 Due Within One Year Revenue Bonds 36,690,000$ -$ (1,635,000)$ 35,055,000$ 1,715,000$ LTGO Bond3 - 3,959,939 (576,936) 3,383,003 1,112,418 Premiums 1,595,529 (106,384) 1,489,145 98,200 Total Bonds Payable 38,285,529 3,959,939 (2,318,320) 39,927,148 2,925,618 State Loans4 6,944,623 67,430 (6,503,610) 508,443 114,502 Compensated Absences 211,579 236,986 (214,554) 234,011 214,554 Pension Obligations 2 1,812,873 1,124,952 - 2,937,825 - Business Activity Long-Term Activity 47,254,604 5,389,307 (9,036,484) 43,607,427 3,254,674 Total Changes in Business Type & Governmental Long-Term Liabilities 72,817,537$ 8,568,420$ (11,903,383)$ 69,482,574$ 5,623,827$ 3A Cashmere Valley Bank LTGO Bond refinanced a state loan (Dept. of Ecology) for the sewer plant in 2016. A portion of sewer fund reserves related to the original debt was also used to liquidate the debt. 4A loan for domestic water from the State Revolving Fund has been authorized for the City in the amount of $6,810,430. There have been no draws but the state added a loan fee in the amount of $67,430, which is being amortized for the life of the loan. The amount due will change with every draw. GOVERNMENTAL DEBT - BONDS AND LOANS Purpose Maturity Range Interest Rate Range Original Amount Outstanding as of December 31, 2016 Due Within 1 Year 2011 LTGO Refunding 2001 LTGO 2011-2020 3.00%-4.00% 4,110,000$ 1,940,000$ 460,000 2015 LTGO Police Station 2015-2045 3.00%-4.00% 8,795,000 8,490,000 310,000 2010 LID 145 Financing 2012-2020 2.25%-5.00% 785,129 45,000 15,000 12006 Port Airport Fire Building 2006-2016 4.00%120,000 11,930 11,930 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 59 1The status of the Port Loan is currently being investigated with the Port and the loan will either be paid in full or written off in 2017. For presentation purposes, the remaining LID 145 Bonds ($45,000) are being included in the table for general obligation debt because the LID is accounted for in a Governmental Fund (Debt Service Fund). The annual debt service requirements to maturity for general obligation bonds, LID Bonds and Loans are as follows: Revenue Bonds, General Obligation Bonds and Loans outstanding for Business Type Accounts are as follows: The debt service requirements to maturity for all Business Type debt is as follows: GOVERNMENTAL DEBT Year Ending December 31 Principal Interest Total Debt Service 2017 796,930$ 401,650$ 1,198,580$ 2018 810,000 373,200 1,183,200 2019 845,000 340,650 1,185,650 2020 860,000 306,700 1,166,700 2021 360,000 272,300 632,300 2022-2026 2,035,000 1,133,300 3,168,300 2027-2031 2,465,000 702,675 3,167,675 2032-2036 2,315,000 221,063 2,536,063 10,486,930$ 3,751,538$ 14,238,468$ BUSINESS TYPE DEBT -BONDS Purpose Maturity Range Interest Rate Range Original Amount Outstanding as of December 31, 2016 Due Within 1 Year 2009 Water/Sewer Capital Projects 2009-2029 1.35%-4.75% 10,045,000$ 7,180,000$ 455,000$ 2010A Refunding Water/Sewer 2010-2029 3.00%-5.00% 9,070,000 4,765,000 285,000 2010T Refunding & Capital-Reuse 2010-2018 4.62% 1,240,000 355,000 175,000 2013A Sewer Capital Projects 2010-2028 3.00%-4.00% 2,520,000 2,220,000 100,000 2013T Capital Projects Reuse Facility 2010-2028 .69%-4.89% 7,235,000 6,365,000 440,000 2015 Water/Sewer Capital Projects 2015-2040 2.00%-5.00% 14,380,000 14,170,000 260,000 2016 Sewer Refunding LTGO Bond-pay SRF Loan 2016-2019 1.36% 3,959,939 3,383,003 1,112,418 BUSINESS TYPE DEBT -LOANS Purpose Maturity Range Interest Rate Range Original Amount Outstanding as of December 31, 2016 Due Within 1 Year PW00-691-043 Riverview Trunk Sewer Interceptor 2000-2020 0.50% 1,890,000$ 444,562$ 111,140$ DM15-952-037 Columbia Water Supply Project 2016-2035 1.50%67,430 63,881 3,362 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 60 In 2016 the City obtained funding from Cashmere Valley Bank in the amount of $3,959,939. The debt is considered a short term general obligation bond and the purpose was to pay for a portion of the Sewer department’s outstanding State Water Pollution Control loan from the Department of Ecology. In addition to Cashmere Bank funding, the Sewer department contributed funds from debt reserves to pay in full the entire loan balance of $5,640,749. The City realized a Net Present Value savings of $207,623 in interest as the bond rate of 1.36% is substantially less than the loan rate of 3.5%. Defeased Debt. In prior years the City defeased certain revenue bonds by placing the proceeds of new bonds in an irrevocable trust to provide for all future debt service payments on the old bonds. Accordingly, the trust account assets and the liability for defeased bonds are not included the City’s financial statements. At December 31, 2016, $315,000 of 2007 Water Sewer bonds outstanding are considered defeased. Operating leases. The city leases its front-line police vehicles. Leases are generally for a three- year period. Generally, at the end of the three-year period the lease ends and the city returns the vehicles. New vehicles and leases are then acquired. The following represents the future annual minimum lease payments: BUSINESS TYPE DEBT Year Ending December 31 Principal Interest Total Debt Service 2017 2,941,920$ 1,543,772$ 4,485,692$ 2018 3,002,101 1,470,919 4,473,020 2019 3,302,489 1,394,700 4,697,189 2020 2,229,503 1,305,287 3,534,790 2021 2,138,362 1,222,583 3,360,945 2022-2026 9,691,811 4,847,012 14,538,823 2027-2031 6,556,811 2,814,251 9,371,062 2032-2036 4,568,449 1,672,254 6,240,703 2037-2041 4,515,000 463,150 4,978,150 TOTAL 38,946,446$ 16,733,928$ 55,680,374$ Year Ending December Amount 2017 524,832$ 2018 461,969 2019 326,588 2020 172,349 2021 122,175 2022 26,569 Tota l 1,634,481$ Police vehicles Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 61 NOTE 8: 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. 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 168 members. New members initially contract for a three-year term, and thereafter automatically renew on an annual basis. A one-year withdrawal notice is required before membership can be terminated. Termination does not relieve a former member from its unresolved loss history incurred during membership. Liability coverage is written on an occurrence basis, without deductibles. Coverage includes general, automobile, police, errors or omissions, stop gap, employment practices and employee benefits liability. Limits are $4 million per occurrence in the self-insured layer, and $16 million in limits above the self-insured layer is provided by reinsurance. Total limits are $20 million per occurrence subject to aggregates and sub-limits. The Board of Directors determines the limits and terms of coverage annually. Effective January 2011 City of Pasco coverage changed to a $100,000 per incident deductible from a no deductible policy. WCIA offers insurance for property, automobile physical damage, fidelity, inland marine, and boiler and machinery coverage, which is purchased on a group basis, however the City purchases all property insurance from a commercial insurance broker and does not participate in the WCIA property coverage program. In-house services include risk management consultation, loss control field services, and claims and litigation administration. WCIA contracts for certain claims investigations, consultants for personnel and land use issues, insurance brokerage, actuarial and lobbyist services. WCIA is fully funded by its members, who make annual assessments on a prospectively rated basis, as determined by an outside, independent actuary. The assessment covers loss, loss adjustment, and administrative expenses. As outlined in the interlocal, WCIA retains the right to additionally assess the membership for any funding shortfall. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 62 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. 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. The City currently maintains four months of program expense in cash reserves for medical and dental claims. Program expense includes average claims as well as administrative and third party provider costs. To limit the exposure for large claims, the City purchases individual stop-loss coverage from a commercial insurance carrier that limits the City's exposure for claim losses to $100,000 per individual. The amount of medical/dental claims in excess of commercial insurance for the last three years are: NOTE 9: JOINT AGREEMENT/JOINT VENTURES A. Bi-County Police Information Network The Bi-County Police Information Network (BI-PIN) was established November 24, 1982, when an Interlocal Agreement was entered into by eight participating municipal corporations; the cities of Kennewick, Pasco, Richland, Connell West Richland, and Prosser, and Benton and Franklin Counties. BI-PIN was established to assist the participating police and sheriff's departments in the deterrence and solution of criminal incidents. BI-PIN is served by an Executive Committee composed of the City Manager of each of the cities and a member from each of the Boards of County Commissioners of Benton and Franklin Counties. A liaison from the Bi-County Chiefs and Sheriffs is an ex officio, non-voting member. The allocation of financial participation among the participating jurisdictions is based upon the approved budget for that year and is billed quarterly in advance to each agency. On dissolution of the Interlocal Agreement, the net position will be shared based upon participant contribution. Effective January 1, 1992, the City of Kennewick assumed responsibility for operation of the BI-PIN system. As the Operating Jurisdiction, Kennewick provides all necessary support services for the operation of BI-PIN such as accounting, legal services, and risk management and information systems. 2014 2015 2016 4,396,624$ 4,627,663$ 4,858,665$ Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 63 The City of Pasco's equity interest in BI-PIN was $39,321 on December 31, 2016, which is reported as an investment in joint ventures in the government-wide statement of net position. The change in equity is reflected in the government-wide statement of activities under Public Safety. The City does not anticipate any income distributions from BI-PIN since charges are assessed only to recover anticipated expenses. Complete separate financial statements for BI-PIN may be obtained at the City of Kennewick, 210 W. 6th Ave., Kennewick, Washington, 99336. B. Metro Drug Forfeiture Fund The Metropolitan Controlled Substance Enforcement Group (Metro) was established prior to 1987, when an Interlocal Agreement was entered into by six participating municipal corporations, 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 Chiefs of Police from the cities and the Sheriffs from the counties administers daily activity. Effective July 1, 2009, the City of Kennewick assumed responsibility for the operation of Metro. As the Operating Jurisdiction, Kennewick provides accounting services for the operation of Metro. The City of Pasco's equity interest in Metro was $41,726 on June 30, 2016, which is reported as an investment in joint ventures in the government-wide statement of net position. The change in equity is reflected in the government-wide statement of activities under Public Safety. The City does not anticipate any income distributions from Metro. Complete separate financial statements for Metro may be obtained at the City of Kennewick, 210 West Sixth Avenue, 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 (ACA). 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. 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 statements for ACA may be obtained from the City of Pasco, P.O. Box 293, Pasco, Washington 99301. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 64 NOTE 10: RELATED PARTIES/ORGANIZATIONS Pasco Public Facility District Pursuant to RCW 35.57 (the “City PFD Act”) the Pasco Public Facilities District was formed and created by Ordinance No. 3558 on July 15, 2002, coextensive with the boundaries of the City, with the powers and authority set forth in the City PFD Act. The District was established for the purpose of acquiring, constructing, owning, remodeling, maintaining, equipping, re-equipping, repairing, financing, operating one or more Regional Centers, as defined by the RCW 35.57.020 and/or participating with any other qualified public facilities district in a cooperative and joint development of a Regional Center in the Tri-Cities area by interlocal agreement. The members of the board of directors of the District (the “PFD Board”) shall be selected and appointed by the Council, as required by the RCW. The PFD Board consisted of five members. Three of the members will be appointed based on recommendations from local organizations. The members serve four-year terms. The Council may, by resolution, remove a member for any reason. Vacancies will be filled by appointment by the Council. All corporate powers of the District will be exercised by or under the authority of the PFD Board; and the business, property and affairs of the District shall be managed under the direction of the PFD Board, except as may be otherwise provided for by law or in its Charter. Complete separate financial statements for the District may be obtained from the City of Pasco, P.O. Box 293, Pasco, WA 99301. Downtown Pasco Development Authority Pursuant to RCW 35.21, the Downtown Pasco Development Authority was formed and created by Ordinance No. 3985 (the DPDA Act) on December 20, 2010, coextensive with the boundaries of the City, with the powers and authority set forth in the City DPDA Act. The Authority was created to administer and execute Federal grants or programs; to receive and administer private funds, goods or services for any lawful public service; and to perform any lawful public purpose or public function to provide for the revitalization and enhancement of the downtown Pasco area. The members of the board of directors of the Authority (the “DPDA Board”) are selected and appointed by the Mayor of the City of Pasco, subject to confirmation by the City Council. The DPDA Board consists of nine members. Five of the members are representative of for-profit business or property owners within the downtown area. At least two members are representative of the banking and/or real estate profession, and at least two members are representatives of business or corporate management. The members serve four-year terms. The Council may, by resolution, remove a member for any reason. Vacancies will be filled by appointment by the Mayor, subject to confirmation by the City Council. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 65 All corporate powers of the Authority will be exercised by or under the authority of the DPDA Board; and the business, property and affairs of the Authority shall be managed under the direction of the DPDA Board, except as may be otherwise provided by law or in its Charter. In 2016, the City expended $144,100 in subsidies and pass-through grants to the DPDA. As part of its charter, the DPDA was granted the right to receive the revenues generated by the Farmers’ Market and the Specialty Kitchen program. The activity from those two programs are not reflected in the amount noted above. Financial statements for the Authority may be obtained from the Downtown Pasco Development Authority at 720 W. Lewis Street, Suite 131, Pasco, WA 99301. Trade, Recreation, Agricultural Center In 1994 the City entered into an agreement with Franklin County for the Trade, Recreation, and Agricultural Center (TRAC). The City and Franklin County share in the costs of operating and covering TRAC’s debt service. Franklin County handles all operating decisions and financial reporting for TRAC. The City accounts for its portion of TRAC activity in the TRAC Special Revenue Fund. For calendar year 2016, the City of Pasco paid Franklin County $273,948 for operating expenditures. Additionally, in 2014 the City provided $100,000 to the County to assist with TRAC’s cash flows. This will be returned to the City in 2026, when the existing agreement lapses. It is classified on the balance sheet as a non-current asset: Due from Other Government. As of December 31, 2016, the TRAC Fund had a fund balance of $210,547. Complete financial statements for TRAC may be obtained from Franklin County, 1016 N. 4th Avenue, Pasco, Washington. Housing Authority of the City of Pasco and Franklin County The Housing Authority of the City of Pasco and Franklin County was formed and created by Ordinance No. 2299 on September 8, 1981, in order to pursue the rehabilitation and redevelopment of blighted areas containing unsanitary or unsafe habitations located within the City of Pasco and Franklin County. Its formation empowered the joint housing authority to exercise all rights referred to under RCW 35.82 “Housing Authority Law.” Three of the five Authority board members are appointed by the City Council. During 2016, the Authority received $1,937 in pass-through grants administered by the City. In 2015, the City and the Authority entered into an agreement which will result in Payment in Lieu of Taxes (PILOT) to the City starting in 2015 in order to defray the cost of the City providing essential local public services. Financial statements for the Authority may be obtained from the Housing Authority of the City of Pasco and Franklin County, 2505 W. Lewis Street, Pasco, WA 99301. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 66 NOTE 11: JOINTLY GOVERNED ORGANIZATIONS: Tri-Cities Regional Public Facilities District Pursuant to RCW 35.57 the Tri-Cities Regional Public Facilities District was formed jointly by the Cities of Pasco, Kennewick, and Richland. The District was established for the purpose of acquiring, constructing, owning, remodeling, maintaining, equipping, re-equipping, repairing, financing, operating one or more Regional Centers, as defined by the RCW 35.57.020 and/or participating with any other qualified public facilities districts in a cooperative and joint development of a Regional Center in the Tri-Cities area, by interlocal agreement. The District is governed by a nine-member board, with three members representing each city. Each member must either be a member of the City Council or the Public Facilities District of the representative city. Franklin County Emergency Management Franklin County Emergency Management (FCEM) is a political subdivision of Franklin County and its municipalities. The FCEM is responsible for coordinating and establishing emergency response plans to prepare Franklin County for emergencies involving the following: Energy Northwest; the Hanford Nuclear Reservation; the Pasco Airport; and all Homeland Security, natural and man-made disasters FCEM is governed by a seven-member board, with two County Commissioners, one City Manager or designee from each of the following cities: Connell, Kahlotus, and Mesa. The City of Pasco has two representatives on the board due to its population base. Benton-Franklin Council of Governments The Benton-Franklin Council of Governments (BFCG) is a voluntary association of the units of local government, whose purpose is to facilitate a cooperative approach to regional problem solving. Seventeen regular voting members represent the two counties, local governments, including a Public Utility District, a Transportation District, a Port and the Washington State Department of Transportation. The City of Pasco has one City Council member as its voting representative on the Board. In addition to regular voting members, there is one associate member and two affiliate members. Benton-Franklin Council of Governments Economic Development District The Benton-Franklin Council of Governments Economic Development District (EDD) is a voluntary association of the units of local government and private sector members whose purpose is to facilitate a cooperative approach to regional economic development. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 67 The board is comprised of the members of the Benton-Franklin Council of Governments plus nine representatives from the private sector. NOTE 12: EMPLOYEE RETIREMENT SYSTEMS AND PENSION PLANS The City implemented GASB Statement 68, Accounting and Financial Reporting for Pensions in January 2015. The following table represents the aggregate pension amounts for all State plans subject to the requirements of the GASB Statement 68, Accounting and Financial Reporting for Pensions for the year 2016: State Sponsored Pension Plans Substantially all the city’s full-time and qualifying part-time employees participate in one of the following statewide retirement systems administered by the Washington State Department of Retirement Systems, under cost-sharing, multiple-employer public employee defined benefit and defined contribution retirement plans. The state Legislature establishes, and amends, laws pertaining to the creation and administration of all public retirement systems. The Department of Retirement Systems (DRS), a department within the primary government of the State of Washington, issues a publicly available 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 98540-8380 Or the DRS CAFR may be downloaded from the DRS website at www.drs.wa.gov. Public Employees’ Retirement System (PERS) PERS members include elected officials; state employees; employees of the Supreme, Appeals and Superior Courts; employees of the legislature; employees of district and municipal courts; employees of local governments; and higher education employees not participating in higher education retirement programs. PERS is comprised of three separate pension plans for membership purposes. PERS plans 1 and 2 are defined benefit plans, and PERS plan 3 is a defined benefit plan with a defined contribution component. Pension liabilities (11,456,944)$ Pension assets 3,016,107 Deferred outflows of resources 3,837,803 Deferred inflows of resources (477,104) Pension expense/expenditures (550,832)$ Aggregate Pension Amounts - All Plans Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 68 PERS Plan 1 provides retirement, disability and death benefits. Retirement benefits are determined as two percent of the member’s average final compensation (AFC) times the member’s years of service. The AFC is the average of the member’s 24 highest consecutive service months. Members are eligible for retirement from active status at any age with at least 30 years of service, at age 55 with at least 25 years of service, or at age 60 with at least five years of service. Members retiring from active status prior to the age of 65 may receive actuarially reduced benefits. Retirement benefits are actuarially reduced to reflect the choice of a survivor benefit. Other benefits include duty and non-duty disability payments, an optional cost-of-living adjustment (COLA), and a one-time duty-related death benefit, if found eligible by the Department of Labor and Industries. PERS 1 members were vested after the completion of five years of eligible service. The plan was closed to new entrants on September 30, 1977. Contributions The PERS Plan 1, member contribution rate is established by State statute at 6 percent. The employer contribution rate is developed by the Office of the State Actuary and includes an administrative expense component that is currently set at 0.18 percent. Each biennium, the state Pension Funding Council adopts Plan 1 employer contribution rates. The PERS Plan 1 required contribution rates (expressed as a percentage of covered payroll) for 2016 were as follows: * For employees participating in JBM, the contribution rate was 12.26% The city’s actual contributions to the plan were $11,467 for the year ended December 31, 2016. PERS Plan 2/3 provides retirement, disability and death benefits. Retirement benefits are determined as two percent of the member’s average final compensation (AFC) times the member’s years of service for Plan 2 and 1 percent of AFC for Plan 3. The AFC is the average of the member’s 60 highest-paid consecutive service months. There is no cap on years of service credit. Members are eligible for retirement with a full benefit at 65 with at least five years of service credit. Retirement before age 65 is considered an early retirement. PERS Plan 2/3 members who have at least 20 years of service credit and are 55 years of age or older, are eligible for early retirement with a benefit that is reduced by a factor that varies according to age for each year before age 65. PERS Plan 2/3 members who have 30 or more years of service credit and are at least 55 years old can retire under one of two provisions:  With a benefit that is reduced by three percent for each year before age 65; or PERS Plan 1 Actual Contribution Rates Employer Employee* PERS Plan 1 6.23% 6.00% PERS Plan1 UAAL 4.77% 6.00% Administrative Fee 0.18% Total 11.18% 12.00% Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 69  With a benefit that has a smaller (or no) reduction (depending on age) that imposes stricter return-to-work rules. PERS Plan 2/3 members hired on or after May 1, 2013 have the option to retire early by accepting a reduction of five 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 credit. PERS Plan 2/3 retirement benefits are also actuarially reduced to reflect the choice of a survivor benefit. Other PERS Plan 2/3 benefits include duty and non-duty disability payments, a cost-of-living allowance (based on the CPI), capped at three percent annually and a one-time duty related death benefit, if found eligible by the Department of Labor and Industries. PERS 2 members are vested after completing five years of eligible service. Plan 3 members are vested in the defined benefit portion of their plan after ten years of service; or after five years of service if 12 months of that service are earned after age 44. PERS Plan 3 defined contribution benefits are totally dependent on employee contributions and investment earnings on those contributions. PERS Plan 3 members choose their contribution rate upon joining membership and have a chance to change rates upon changing employers. As established by statute, Plan 3 required defined contribution rates are set at a minimum of 5 percent and escalate to 15 percent with a choice of six options. Employers do not contribute to the defined contribution benefits. PERS Plan 3 members are immediately vested in the defined contribution portion of their plan. Contributions The PERS Plan 2/3 employer and employee contribution rates are developed by the Office of the State Actuary to fully fund Plan 2 and the defined benefit portion of Plan 3. The Plan 2/3 employer rates include a component to address the PERS Plan 1 UAAL and an administrative expense that is currently set at 0.18 percent. Each biennium, the state Pension Funding Council adopts Plan 2 employer and employee contribution rates and Plan 3 contribution rates. The PERS Plan 2/3 required contribution rates (expressed as a percentage of covered payroll) for 2016 were as follows: * For employees participating in JBM, the contribution rate was 15.30% The city’s actual PERS plan contributions were $567,012 to PERS Plan 1 and $739,983 to PERS Plan 2/3 for the year ended December 31, 2016. PERS Plan 2/3 Actual Contribution Rates Employer 2/3 Employee 2* PERS Plan 2/3 6.23% 6.12% PERS Plan1 UAAL 4.77% Employee PERS Plan 3 Varies Administrative Fee 0.18% Total 11.18% 6.12% Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 70 Law Enforcement Officers’ and Fire Fighters’ Retirement System (LEOFF) LEOFF membership includes all full-time, fully compensated, local law enforcement commissioned officers, firefighters, and as of July 24, 2005, emergency medical technicians. LEOFF is comprised of two separate defined benefit plans. LEOFF Plan 1 provides retirement, disability and death benefits. Retirement benefits are determined per year of service calculated as a percent of final average salary (FAS) as follows:  20+ years of service – 2.0% of FAS  10-19 years of service – 1.5% of FAS  5-9 years of service – 1% of FAS The FAS is the basic monthly salary received at the time of retirement, provided a member has held the same position or rank for 12 months preceding the date of retirement. Otherwise, it is the average of the highest consecutive 24 months’ salary within the last ten years of service. Members are eligible for retirement with five years of service at the age of 50. Other benefits include duty and non-duty disability payments, a cost-of living adjustment (COLA), and a one-time duty-related death benefit, if found eligible by the Department of Labor and Industries. LEOFF 1 members were vested after the completion of five years of eligible service. The plan was closed to new entrants on September 30, 1977. Contributions Starting on July 1, 2000, LEOFF Plan 1 employers and employees contribute zero percent, as long as the plan remains fully funded. The LEOFF Plan 1 had no required employer or employee contributions for fiscal year 2015. Employers paid only the administrative expense of 0.18 percent of covered payroll. LEOFF Plan 2 provides retirement, disability and death benefits. Retirement benefits are determined as two percent of the final average salary (FAS) per year of service (the FAS is based on the highest consecutive 60 months). Members are eligible for retirement with a full benefit at 53 with at least five years of service credit. Members who retire prior to the age of 53 receive reduced benefits. If the member has at least 20 years of service and is age 50, the reduction is three percent for each year prior to age 53. Otherwise, the benefits are actuarially reduced for each year prior to age 53. LEOFF 2 retirement benefits are also actuarially reduced to reflect the choice of a survivor benefit. Other benefits include duty and non-duty disability payments, a cost-of- living allowance (based on the CPI), capped at three percent annually and a one-time duty-related death benefit, if found eligible by the Department of Labor and Industries. LEOFF 2 members are vested after the completion of five years of eligible service. Contributions The LEOFF Plan 2 employer and employee contribution rates are developed by the Office of the State Actuary to fully fund Plan 2. The employer rate included an administrative expense component set at 0.18 percent. Plan 2 employers and employees are required to pay at the level Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 71 adopted by the LEOFF Plan 2 Retirement Board. The LEOFF Plan 2 required contribution rates (expressed as a percentage of covered payroll) for 2016 were as follows: The city’s actual contributions to the plan were $637,436 for the year ended December 31, 2016. 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 the state fiscal year ending June 30, 2016, the state contributed $60,375,158 to LEOFF Plan 2. The amount recognized by the City as its proportionate share of this amount is $399,128. Actuarial Assumptions The total pension liability (TPL) for each of the DRS plans was determined using the most recent actuarial valuation completed in 2016 with a valuation date of June 30, 2015. The actuarial assumptions used in the valuation were based on the results of the Office of the State Actuary’s (OSA) 2007-2012 Experience Study. Additional assumptions for subsequent events and law changes are current as of the 2015 actuarial valuation report. The TPL was calculated as of the valuation date and rolled forward to the measurement date of June 30, 2016. Plan liabilities were rolled forward from June 30, 2015, to June 30, 2016, reflecting each plan’s normal cost (using the entry-age cost method), assumed interest and actual benefit payments.  Inflation: 3% total economic inflation; 3.75% salary inflation  Salary increases: In addition to the base 3.75% salary inflation assumption, salaries are also expected to grow by promotions and longevity.  Investment rate of return: 7.5% Mortality rates were based on the RP-2000 report’s Combined Healthy Table and Combined Disabled Table, published by the Society of Actuaries. The OSA applied offsets to the base table and recognized future improvements in mortality by projecting the mortality rates using 100 percent Scale BB. Mortality rates are applied on a generational basis; meaning, each member is assumed to receive additional mortality improvements in each future year throughout his or her lifetime. LEOFF Plan 2 Actual Contribution Rates Employer Employee State and Local Governments 5.05% 8.41% Administrative Fee 0.18% Total 5.23% 8.41% Ports and Universities 8.41% 8.41% Administrative Fee 0.18% Total 8.59% 8.41% Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 72 There were minor changes in methods and assumptions since the last valuation.  For all systems, except LEOFF Plan 2, the assumed valuation interest rate was lowered from 7.8% to 7.7%. Assumed administrative factors were updated.  Valuation software was corrected on how the nonduty disability benefits for LEOFF Plan 2 active members is calculated.  New LEOFF Plan 2 benefit definitions were added within the OSA valuation software to model legislation signed into law during the 2015 legislative session. Discount Rate The discount rate used to measure the total pension liability for all DRS plans was 7.5 percent. To determine that rate, an asset sufficiency test included an assumed 7.7 percent long-term discount rate to determine funding liabilities for calculating future contribution rate requirements. (All plans use 7.7 percent except LEOFF 2, which has assumed 7.5 percent). Consistent with the long-term expected rate of return, a 7.5 percent future investment rate of return on invested assets was assumed for the test. Contributions from plan members and employers are assumed to continue being made at contractually required rates (including PERS 2/3 employers, whose rates include a component for the PERS 1 plan liabilities). Based on these assumptions, the pension plans’ fiduciary net position was projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return of 7.5 percent was used to determine the total liability. Long-Term Expected Rate of Return The long-term expected rate of return on the DRS pension plan investments of 7.5 percent was determined using a building-block-method. The Washington State Investment Board (WSIB) used a best estimate of expected future rates of return (expected returns, net of pension plan investment expense, including inflation) to develop each major asset class. Those expected returns make up one component of WSIB’s capital market assumptions. The WSIB uses the capital market assumptions and their target asset allocation to simulate future investment returns at various future times. The long-term expected rate of return of 7.5 percent approximately equals the median of the simulated investment returns over a 50-year time horizon. Estimated Rates of Return by Asset Class Best estimates of arithmetic real rates of return for each major asset class included in the pension plan’s target asset allocation as of June 30, 2016, are summarized in the table below. The inflation component used to create the table is 2.2 percent and represents the WSIB’s most recent long-term estimate of broad economic inflation. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 73 Sensitivity of NPL The table below presents the city’s proportionate share of the net pension liability calculated using the discount rate of 7.5 percent, as well as what the city’s proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1-percentage point lower (6.5 percent) or 1-percentage point higher (8.5 percent) than the current rate. Pension Plan Fiduciary Net Position Detailed information about the State’s pension plans’ fiduciary net position is available in the separately issued DRS financial report. Pension Liabilities (Assets), Pension Expense, and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions At June 30, 2016, the city reported a total pension liability of $11,456,944 and a net pension (asset) of $(3,016,107) for its proportionate share of the net pension liabilities (assets). The table below details these amount by plan: Asset Class Target Allocation % Long-Term Expected Real Rate of Return Arithmetic Fixed Income 20%1.70% Tangible Assets 5%4.40% Real Estate 15%5.80% Global Equity 37%6.60% Private Equity 23%9.60% 100% 1% Decrease Current Rate Discount 1% Increase 6.50% 7.50% 8.50% PERS Plan 1 6,367,577$ 5,280,354$ 4,344,733$ PERS Plan 2/3 11,372,212 6,176,589 (3,215,271) LEOFF Plan 1 (408,997) (688,499) (997,411) LEOFF Plan 2 6,527,254$ (2,327,608)$ (9,001,602)$ Liability or (Asset) PERS 1 5,280,355$ PERS 2/3 6,176,589 LEOFF 1 (688,499) LEOFF 2 (2,327,608)$ Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 74 The amount of the asset reported above for LEOFF Plan 2 reflects a reduction for State pension support provided to the city. The amount recognized by the city as its proportionate share of the net pension liability/(asset), the related State support, and the total portion of the net pension liability/(asset) that was associated with the city were as follows: At June 30, the city’s proportionate share of the collective net pension liabilities was as follows: Employer contribution transmittals received and processed by the DRS for the fiscal year ended June 30 are used as the basis for determining each employer’s proportionate share of the collective pension amounts reported by the DRS in the Schedules of Employer and Non-employer Allocations for all plans except LEOFF 1. LEOFF Plan 1 allocation percentages are based on the total historical employer contributions to LEOFF 1 from 1971 through 2000 and the retirement benefit payments in fiscal year 2016. Historical data was obtained from a 2011 study by the Office of the State Actuary (OSA). In fiscal year 2016, the state of Washington contributed 87.12 percent of LEOFF 1 employer contributions and all other employers contributed the remaining 12.88 percent of employer contributions. LEOFF 1 is fully funded and no further employer contributions have been required since June 2000. If the plan becomes underfunded, funding of the remaining liability will require new legislation. The allocation method the plan chose reflects the projected long-term contribution effort based on historical data. In fiscal year 2016, the state of Washington contributed 39.46 percent of LEOFF 2 employer contributions pursuant to RCW 41.26.725 and all other employers contributed the remaining 60.54 percent of employer contributions. The collective net pension liability (asset) was measured as of June 30, 2016, and the actuarial valuation date on which the total pension liability (asset) is based was as of June 30, 2015, with update procedures used to roll forward the total pension liability to the measurement date. LEOFF 1 Asset LEOFF 2 Asset Employer's proportionate share (688,499)$ (2,327,608)$ State's proportionate share of the net pension asset associated with the employer (4,656,990) (1,517,431) Total (5,345,489)$ (3,845,039)$ Proportionate Proportionate Change in  Plan Share 6/30/15 Share 6/30/16 Proportion PERS 1 0.102321% 0.098322% ‐0.003999% PERS 2/3 0.125949% 0.122675% ‐0.003274% LEOFF 1 0.067488% 0.066826% ‐0.000662% LEOFF 2 0.405844% 0.400187% ‐0.005657% Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 75 Pension Expense For the year ended December 31, 2016, the city recognized pension expense as follows: Deferred Outflows of Resources and Deferred Inflows of Resources At December 31, 2016, the city reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: PERS 1 (791,939)$ PERS 2 1,305,394 LEOFF 1 (82,418) LEOFF 2 119,795 TOTAL 550,832$ Pension Expense 2016 Deferred Outflows Deferred Inflows of Resources of Resources -$ -$ 132,951 - - 302,010 TOTAL 434,961$ -$ PERS 1 Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes of assumptions Changes in proportion and differences between contributions and proportionate share of Contributions subsequent to the measurement date Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 76 Deferred Outflows Deferred Inflows of Resources of Resources 328,899.04$ (203,899.34)$ 755,836 - 63,840 - 260,903 (103,304) 388,272 TOTAL 1,797,750$ (307,204)$ PERS 2/3 Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes of assumptions Changes in proportion and differences between contributions and proportionate share of contributions Contributions subsequent to the measurement date Deferred Outflows Deferred Inflows of Resources of Resources -$ 69,985 - - - TOTAL 69,985$ -$ LEOFF 1 Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes of assumptions Changes in proportion and differences between contributions and proportionate share of contributions Contributions subsequent to the measurement date Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 77 Deferred outflows of resources related to pensions resulting from the city’s contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2017. Other amounts reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Deferred Outflows Deferred Inflows of Resources of Resources 318,945.04$ -$ 836,403 - 8,776 - 38,142 ($169,900) 332,841 TOTAL 1,535,107$ (169,900)$ LEOFF 2 Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes of assumptions Changes in proportion and differences between contributions and proportionate share of contributions Contributions subsequent to the measurement date Deferred Outflows Deferred Inflows of Resources of Resources 647,844.07$ (203,899.34)$ 1,795,175 - 72,616 - 299,045 ($273,204) 1,023,123 TOTAL 3,837,803$ (477,104)$ Contributions subsequent to the measurement date TOTAL DEFERRED OUTFLOWS AND INFLOWS FOR ALL PLANS Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes of assumptions Changes in proportion and differences between contributions and proportionate share of contributions Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 78 Firemen's Pension The following table represents the aggregate pension amounts for the Firemen’s’ Pension Fund, subject to the requirements of GASB Statement 68 for the year 2016. Plan Description Plan Administration: The Firemen’s’ Pension Fund (FPF) is administered by the City of Pasco. The plan is a single-employer defined benefit pension plan that provides pensions for firefighters that were hired prior to 1970. The municipal firefighters' pension board consists of the following five members, ex officio, the mayor, or in a city of the first class, the mayor or a designated representative who shall be an elected official of the city, who shall be chairperson of the board, the city comptroller or clerk, the chairperson of finance of the city council, or if there is no chairperson of finance, the city treasurer, and in addition, two regularly employed or retired firefighters elected by secret ballot of those employed and retired firefighters who are subject to the jurisdiction of the board. The members to be elected by the firefighters shall be elected annually for a two-year term. The two firefighters elected as members shall, in turn, select a third eligible member who shall serve as an alternate in the event of an absence of one of the regularly elected members. In case a vacancy occurs in the membership of the firefighters or retired members, the members shall in the same manner elect a successor to serve the unexpired term. The board may select and appoint a secretary who may, but need not be a member of the board. In case of absence or inability of the chairperson to act, the board may select a chairperson pro tempore who shall during such absence or inability to perform the duties and exercise the powers of the chairperson. A majority of the members of the board shall constitute a quorum and have power to transact business. Plan Membership: Plan membership is limited to active members of the Firefighters' Pension Fund (FPF) as of March 1, 1970. On that date, the Washington Law Enforcement Officers' and Year Ended 12/31 PERS 1 PERS 2/3 LEOFF 1 LEOFF 2 Total 2017 (32,735) 80,693 (14,462) (44,177) (10,682) 2018 (32,735) 80,693 (14,462) (44,177) (10,682) 2019 122,101 589,124 60,612 658,295 1,430,133 2020 76,320 351,764 38,298 443,007 909,390 2021 - - - 19,418 19,418 Thereafter - - - - - Net Effect on Future Pension Expense Pension Liabilities (1,147,676)$ Pension Assets - Deferred Outflows of Resources 148,836 Deferred Inflows of Resources (88,997) Pension Expense 1,087,837 Aggregate Pension Amounts -Old Fire Pension Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 79 Firefighters' System (LEOFF) was established. FPF is responsible for paying the pensions of those members retired prior to March 1, 1970 and for providing the "excess benefit", the excess of FPF formula benefits over the LEOFF benefits. Therefore, the plan is closed to new members. At December 31, 2016, FPF membership consisted of the following: Inactive plan members retired prior to March 1, 1970 and receiving benefits: 0 Inactive plan members retired March 1, 1970 or after and receiving benefits: 11 Active Plan Members: 0 Benefits provided. All benefit terms are in statutes RCW 41.16, 41.18, and 41.26. FPF provides retirement, disability, and death benefits. Each firefighter in service on March 1, 1970 receives the greater of the benefit payable under the Washington Law Enforcement Officers' and Firefighters' Retirement System and the benefits available under the provisions of prior law. Where benefits under the old law exceed those under the new law for any firefighter, the excess benefits are paid from the FPF of the city employing the member on March 1, 1970. All members are retired and drawing benefits. Benefit terms provide for cost-of-living adjustments to each member's retirement benefit. There are two types of increases: escalation by salary in proportion to the current salary of the rank from which the firefighter retired, or an increase proportionate to the increase in the Seattle-area CPI, with the change computed annually. Regardless of the increase (or decrease) in the CPI, the benefits are increased at least 2% each year. The former applies to firefighters who retired from service after 1969, their survivors, and to firefighters who retired for duty disability (but not their survivors) after 1969. The latter applies to all other types of monthly benefits. Contributions. In 2016 and prior years, the City was eligible to receive a share of the State’s distribution of the fire insurance premium taxes, subject to providing benefits to covered members of the Fire Pension Plan. In 2016 the plan received $58,192 from this tax. Pursuant to the provisions of RCW 41.16.060, the City is allowed to levy up to $0.45 per $1,000 of assessed valuation to maintain the Fire Pension Fund. Only $0.225 of the levy can be in excess of the property tax limit pursuant to RCW 84.52.043 and a report from a qualified actuary must show the property tax is necessary to maintain the fund. The City does not currently levy the allowable property tax to fund the FPF. In 2017 the state submitted a budget that eliminated the tax for Cities that did not levy the additional property tax. The City is financially responsible to fund the plan. Investments The Fire Pension Plan does not have an investment policy for investing pension funds. At year end investments are reported at quoted market price as provided by our broker, US Bank. At December 31, the Fire Pension Plan had the following investments, reported at fair market value. Federal Agency $ 36,469 Mutual Funds $1,929,797 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 80 Rate of Return. For the year ended December 31, 2016, the annual money-weighted rate of return on pension plan investments, net of pension plan investment expense, was -0.86%. The money-weighted rate of return expresses investment performance, net of investment expense, adjusted for the changing amount actually invested. Actuarial Assumptions: The total pension liability was determined by an actuarial valuation as of December 31, 2016, using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.50% Salary increases 3.00% Investment rate of return 7.10% Healthy life mortality rates were based on the RP-2014 mortality table, total dataset, fully generational projected with Scale MP-2014, set back one year for males and set forward one year for females. Disabled life mortality rates were based on the RP-2014 mortality table, total dataset, fully generational projected with Scale MP-2014, set back two years for males and females. The long-term expected rate of return on pension plan investments assumption was based on the nature and mix of current and expected pension plan assets over a period of time representative of the expected length of time between the first day of service and date of the last benefit payment. Discount rate. The discount rate used to measure the total pension liability was 7.10%. The projection of cash flows used to determine the discount rate assumed City contributions were equal to the statutorily calculated contribution of state fire insurance premiums for the next 20 years. Based on this assumption, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payment for current plan members. Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. Sensitivity of the net pension liability to changes in the discount rate. The net pension liability of the City, calculated using the discount rate of 7.10%, as well as what the City's net pension liability would be if it were calculated using a discount rate that is one-percentage-point lower, 6.10%, or one-percentage point higher, 8.10%, than the current rate, follows: Net Pension Liability 1% Decrease Current Discount Rate 1% Increase 1,282,688$ 1,147,676$ 1,032,812$ Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 81 Net Pension Liability The components of the City’s net pension liability at December 31, 2016 are as follows: The funded status of the Plan as of December 31, 2016, as well as other required disclosure information follows: Healthcare Actuaries performed an actuarial study on January 1, 2016 for this plan. The firm also completed a roll forward update of the plan’s actuals at year end 2016, which is the date of the pension liability. This plan does not have a special funding situation. The plan is closed to new participants and there were no changes of assumptions or benefits in 2016. The City’s fiscal year and the Fire Pension Plan both observe a fiscal year ending December 31. Total Pension Liability 1,147,676$ Less Plan Fiduciary Net Position (2,441,144) Net Pension Liability/(Asset)(1,293,468)$ Plan Fiduciary Net Position as a Percentage of the Total Pension Liability 212.70% Total Pension Plan Fiduciary Net Net Pension Liability Position Liability (a) (b) (a)-(b) Balances at January 1, 2016 1,185,733$ 2,240,970$ (1,055,237)$ Changes for the year: Service Cost - - - Interest 79,996 - 79,996 Differences between expected and actual experience - - - Change in assumptions - - - Contributions- employer/other - 58,193 (58,193) Contributions- employee - - - Net investment income - 267,948 (267,948) Benefit payments, including refunds - of employee contributions (118,053) (118,053) - Administrative expense - (7,914) 7,914 Other changes - - - Net changes (38,057) 200,174 (238,231) Balances at December 31, 2016 1,147,676$ 2,441,144$ (1,293,468)$ Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 82 The schedule of changes in net pension liability and related ratios, schedule of employer contributions and schedule of investment returns 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 by the City. Deferred Outflows of Resources and Deferred Inflows of Resources At December 31, 2016, the city reported deferred outflows of resources and deferred inflows of resources related to the Fire Pension Plan from the following sources: Deferred outflows of resources related to pensions resulting from the city’s contributions subsequent to the measurement date will be recognized as a reduction of the net pension liability in the year ended December 31, 2017. Other amounts reported as deferred outflows and deferred inflows of resources related to pensions will be recognized in pension expense as follows: The Fire Pension Fund is reported in the City’s CAFR as a Fiduciary Fund. Pension Liability, Pension Asset, Deferred Inflows and Deferred Outflows are reported in the Government Wide Statement of Net Position. A copy of the plan statements can be obtained by request at the following address: City of Pasco 525 N 3rd Ave., Pasco, WA 99301. Deferred Outflows Deferred Inflows of Resources of Resources -$ -$ 148,836 (88,997) - - - - - - TOTAL 148,836$ (88,997)$ Contributions subsequent to the measurement date Changes in proportion and differences between contributions and proportionate share of contributions Firemen's Pension Plan Difference between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes of assumptions Year Ended December 31 Fire Pension Plan 2017 14,960$ 2018 14,960 2019 14,960 2020 14,960 2021 Thereafter Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 83 NOTE 13: OTHER POST-EMPLOYMENT BENEFITS LEOFF 1 – Postemployment Healthcare Plan In addition to the pension benefits outlined in Note 8, Employee Retirement Systems and Pension Plans, the City of Pasco provides post-retirement health care benefi ts 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’ (LEOFF1) plan retirement system. Effective December 31, 2010, the City adopted the provisions of GASB Statement No. 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than Pensions (GASB No. 45), which requires the City to accrue other postemployment benefits (OPEB) expense related to its postretirement healthcare plan based on a computed annual required contribution (ARC) that includes the current period's service cost and an amount to amortize unfunded actuarial accrued liabilities. Instead of recording expense on a "pay-as-you-go" basis, the City, under GASB No. 45, has recorded a liability of $4,086,203 for the difference between the actuarially calculated ARC and the estimated contributions made since the adoption of GASB No. 45. This liability is included in other noncurrent liabilities in the city wide statement of net position. The effect of GASB No. 45 for the current fiscal year was to decrease the City's excess of revenue over expenses for the year ended December 31, 2016 by approximately $755,119. 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. Summary of Significant Accounting Policies: The LEOFF 1 OPEB plan is accounted for using a modified accrual basis of accounting. Revenues are recognized as soon as they are measureable and available and expenditures are generally recorded when a liability is incurred except for certain exceptions like claims and judgements whereby the expenditure is only reported when paid. 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. Retirees are not required to contribute to the plan. For the fiscal year ended December 31, 2016, the City contributed $554,588 to the plan for Healthcare. The City's contribution was entirely to fund 'pay-as-you-go' costs under the Health Plan and not to prefund benefits. There were no retiree contributions. Annual OPEB Cost and Net OPEB Obligation: The basis for the City's annual OPEB cost (expense) is the ARC. The ARC represents a level of funding that, if paid on an ongoing basis, is Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 84 projected to cover the normal cost each year and amortize any unfunded actuarial liabilities. The following displays the components of the City's annual OPEB cost, the estimated amount contributed to the Health Plan, and changes in the City's net OPEB obligation to the Health Plan for the year ended December 31, 2016:    The City's annual OPEB cost, the percentage of annual OPEB cost contributed to the Health Plan, and the net OPEB obligation follow: Funded Status and Funding Progress: The funded status of the Health Plan as of December 31, 2016, Normal cost -Entry Age Normal Method 16,955$ Amortization of unfunded actuarial accrued liability 1,451,583 (UAAL) ARC 1,468,538 Interest on Net OPEB Obligation 124,916 Adjustment to Annual Required Contribution (ARC)(283,747) Annual OPEB Cost (expense)1,309,707 Contributions Made (554,588) Increase in Net OPEB Obligation 755,119 Net OPEB Obligation - beginning of year 3,331,084 Net OPEB Obligation - End of year 4,086,203$ Calculation of Net OPEB Obligation Fiscal Year Ended Annual OPEB Cost Employer Contributions Percentage of Annual OPEB Cost Contributed Net OPEB Obligation 12/31/2014 1,191,159$ 649,284$ 54.51% 2,523,460$ 12/31/2015 1,446,611 638,987 44.17% 3,331,084 12/31/2016 1,309,707 554,588 42.34% 4,086,203 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 85 Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, mortality, and healthcare cost trend. Actuarially determined amounts are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. GASB 45 requires that the schedule of funding progress, presented as required additional information following the notes to the financial statements, presents multi-year trend information that shows whether the actuarial value of Health Plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. Actuarial Methods and Assumptions: The basis of projections of benefits for financial reporting purposes is the substantive plan (the Health Plan as understood by the City and members of the Health Plan) and includes the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the City and members of the Health Plan to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. The December 31, 2016 roll forward valuation used the entry age normal actuarial cost method. The actuarial assumptions included a 3.75% investment rate of return (net of administrative expenses) and an initial annual healthcare cost trend rate of 8.5% for pre-Medicare expenses, to an ultimate rate of 3.84% after 61 years. The Medicare trend assumption is 5.5%, to an ultimate rate of 3.84% after 61 years. The trend for the Excise Tax threshold is 0% until 2020, when a trend rate of 4.24% is used. The trend for all future years after that year is 3.24%. All trend rates include a 3.0% inflation assumption. The UAAL is amortized as a level dollar amount on an open basis over 15 years. As of December 31, 2016, the City of Pasco has a total of thirty-one LEOFF 1 members in this plan. Twenty-nine of those members are retired and two are still active employees. There is a schedule of funding progress presented as RSI, immediately following the notes to the financial statements. Trending information regarding plan assets is not available because there are no assets set aside to fund this plan. Actuarial Accrued Liabililty (AAL) Entry Age Normal 16,413,817$ Actuarial Value of Plan Assets - Unfunded Actuarial Accrued Liability (UAAL)16,413,817$ Funded Ratio (actuarial value of plan assets divided by AAL)0.0% Covered Payroll 225,834 UAAL as a Percentage of Covered Payroll 7268% Funded Status and Funding Progress Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 86 Fire Pension – Postemployment Healthcare Plan Effective December 31, 2010, the City adopted the provisions of GASB Statement No. 43, Financial Reporting for Postemployment Benefits Other Than Pension Plans (GASB No. 43), which requires the City to accrue other postemployment benefits (OPEB) expense related to its postretirement healthcare plan based on a computed annual required contribution (ARC) that includes the current period's service cost and an amount to amortize unfunded actuarial accrued liabilities. This cumulative reporting of the underfunding of the ARC does not currently apply to the City’s Fire Pension OPEB Plan because it has been fully funded for several years. The City anticipates the funds on deposit in the Fire Pension Postemployment Healthcare Plan will be sufficient to provide medical benefits to all remaining participants. The most current actuary study shows the plan has a net OPEB Asset of $1,193,257. 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. There are currently six eligible participants in this plan. Funding Policy: Funding for Fire Pension 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. For the fiscal year ended December 31, 2016, the City contributed $0 to the Health Plan. There were no retiree contributions. Annual OPEB Cost and Net OPEB Obligation: The basis for the City's annual OPEB cost (expense) is the ARC. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover the normal cost each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed ten years. The Actuarial Accrued Liability is defined as the excess of the present value of an OPEB Fund’s total of future benefits and fund administration expense over the present value of the future normal cost of those benefits. In essence it is the amount an actuary anticipates at a certain point in time, will cover all future expenses of a plan. The current Actuarial Accrued Liability for the Fire Pension OPEB Plan is $1,471,148 and the fund assets at year end are $2,664,405, resulting in the plan being overfunded by $1,193,257. Because the plan is fully funded, the table for annual OPEB cost is not applicable and has not been included.: Funded Status and Funding Progress: The funded status of the Fire Pension OPEB Plan as of December 31, 2016 is as follows: Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 87 Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future inflation, mortality, and healthcare cost trend. Actuarially determined amounts are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. GASB 43 requires that the schedule of funding progress, presented as required supplementary information following the notes to the financial statements, presents multi-year trend information that shows whether the actuarial value of Health Plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. Actuarial Methods and Assumptions: The basis of projections of benefits for financial reporting purposes is the substantive plan (the Health Plan as understood by the City and members of the Health Plan) and includes the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the City and members of the Health Plan to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. The December 31, 2016 roll forward valuation used the entry age normal actuarial cost method. The actuarial assumptions included a 7.20% investment rate of return (net of administrative expenses) The Medicare trend assumption is 5.5%, to an ultimate rate of 3.8% after 61 years. The trend for the Excise Tax threshold is 0% until 2020, when a trend rate of 0.00% is used. The trend for all future years after that year is 3.24%. All trend rates include a 3.0% inflation assumption. NOTE 14: 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 3. F, Long-term Debt, the City is contingently liable for repayment of debt. Actuarial Accrued Liabililty (AAL) Entry Age Normal 1,471,148$ Actuarial Value of Plan Assets 2,664,405 Actuarial Accrued Asset (1,193,257)$ Funded Ratio (actuarial value of plan assets divided by AAL) 181.1% Covered Payroll N/A UAAL as a Percentage of Covered Payroll 0.00% Funded Status and Funding Progress Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 88 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. Currently, there is an underground fire in a non-municipal Pasco landfill which closed in 1998. The Washington State Department of Ecology (DOE) is proposing to issue an enforcement order to parties collectively known as Potentially Liable Persons (PLPs). The City entered into an “Institutional Control” agreement with the DOE to regulate development and provide for the conversion of private water wells located down-plume from the site to be abandoned in favor of using the City’s municipal water system. It is the City’s understanding that, because of its entering into this agreement, the DOE is excluding the City from being designated as a PLP. NOTE 15: PRIOR PERIOD CORRECTIONS General Fund 100 - $11,431 Ambulance Fund 150 - $111,650 Water/Sewer Utility Fund 410 – ($123,081) All utility billing activity is processed through one software system. Included in this monthly billing activity are charges related to services supplied by the water, sewer, stormwater, and ambulance funds. Additionally, there are miscellaneous service charges that benefit the general fund. During 2016, the activity and account coding of the billing system was analyzed. As a result of this analysis, the need to recognize outstanding accounts receivable totals in funds other than the water/sewer utility was revealed. As part of this recognition, the outstanding receivables at the end of 2015 were recognized in both the general and ambulance funds. LID Fund 246 - $40,301 In 2016 a prior period adjustment was done in fund 246 to account for an inter-fund loan payable that should have been reported in the fund. In 2011 the Pension Trust fund had loaned fund 246 funds for LID assessments and the fund had been making payments each year but no liability had been reported for the loan. The Trust Fund reported the loan as a “Note Receivable”, which was reclassified to an inter-fund loan in 2016. Firemen’s Pension Trust Fund 610 - $1,185,733 The City of Pasco adopted GASB 68 in 2015 which mandated changes in pension accounting and financial statement presentation. 2015 beginning balances were restated to include the addition of all pension components. The Firemen’s Pension Trust Fund recorded a prior period correction in 2015 to restate beginning balances and record the pension liability. The liability for the trust fund should have been recorded in the government wide statements and not the trust fund. A prior period adjustment was done in 2016 to remove the $1,185,733 liability from the trust fund. NOTE 16: SUBSEQUENT EVENT There are no subsequent events to report. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 89 Required Supplementary Information Firemen’s OPEB Fund Although a schedule of contributions from the employer and other contributing entities is a GASB requirement for the Firemen’s OPEB Fund, we did not include one because the plan is fully funded and there have been no contributions for the past five years. A schedule of funding progress for the Firemen’s OPEB Fund is included below. The plan is fully funded and all participants are retired. Required Supplementary Information LEOFF 1 OPEB Fund Valuation Date Actuarial Asset Value Actuarial Accrued Liabilities Unfunded Actuarial Accrued Liabilities (UAAL) Funded Ratio Covered Payroll UAAL as a Percentage of Covered Payroll 12/31/2016 2,664,405$ 1,471,148$ (1,193,257)$ 181.11% N/A N/A 12/31/2015 2,538,093 1,420,555 (1,117,538) 178.67% N/A N/A 12/31/2014 2,650,369 1,988,000 (662,369) 133.32% N/A N/A The following is a schedule of contributions from the employer for the LEOFF 1 OPEB Plan Fiscal Year Ending Actual Employer Contributions Total Contributions Annual Required Contribution (ARC) Percentage of ARC Contributed 12/31/2016 554,588$ 554,588$ 1,468,538$ 37.76% 12/31/2015 638,987 638,987 1,579,238 40.46% 12/31/2014 649,284 649,284 1,290,122 50.33% Valuation Date Actuarial Asset Value Actuarial Accrued Liabilities Unfunded Actuarial Accrued Liabilities (UAAL) Funded Ratio Covered Payroll UAAL as a Percentage of Covered Payroll 12/31/2016 -$ 16,413,817$ 16,413,817$ 0.00% 225,834$ 7268% 12/31/2015 - 19,361,802 19,361,802 0.00% 218,161 8875% 12/31/2014 - 19,880,000 19,880,000 0.00% 219,984 9037% Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 90 PERS PLAN 1 2014 2015 2016 Employer's percentage of the net pension liability 0.097647% 0.102321% 0.098322% Employer's proportionate share of the collective net pension liability 4,919,014$ 5,352,340$ 5,280,355$ Employer's covered employee payroll 342,721$ 163,430$ 104,245$ Employer's proportionate share of the net pension liability as a percentage of covered employee payroll 1435.28% 3275.00% 5065.33% Plan fiduciary net position as a percentage of the total 61.19% 59.10% 57.03% pension liability PERS PLAN 2/3 Employer's percentage of the net pension liability 0.114462% 0.125949% 0.122675% Employer's proportionate share of the collective net pension liability 2,313,690$ 4,500,230$ 6,176,589$ Employer's covered employee payroll 10,474,619$ 11,212,390$ 11,878,130$ Employer's proportionate share of the net pension liability as a percentage of covered employee payroll 22.09% 40.14% 52.00% Plan fiduciary net position as a percentage of the total 93.29% 89.20% 85.82% pension liability LEOFF 1 Employer's percentage of the net pension asset 0.067804% 0.067488% 0.098322% Employer's proportionate share of the collective net pension asset (822,321)$ (813,380)$ (688,499)$ Employer's covered employee payroll 219,984$ 207,267$ 226,769$ Employer's proportionate share of the net pension asset as a percentage of covered employee payroll -373.81% -392.43% -303.61% Plan fiduciary net position as a percentage of the total 126.91%127.36% 123.74% pension asset LEOFF 2 Employer's percentage of the net pension asset 0.365709% 0.405844% 0.400187% Employer's proportionate share of the collective net pension asset (4,853,116)$ (4,171,265)$ (2,327,608)$ State's proportionate share of the net pension asset associated with the employer (3,193,777) (2,758,046) (1,517,431) TOTAL (8,046,893)$ (6,929,311)$ (3,845,039)$ Employer's covered employee payroll 10,497,629$ 12,154,638$ 12,622,501$ Employer's proportionate share of the net pension asset as a percentage of covered employee payroll -76.65% -57.01%-30.46% Plan fiduciary net position as a percentage of the total 116.75%111.67% 106.04% pension asset State Retirement Plans Schedule of Proportionate Share of Net Pension Liability As of June 30 Last 3 Fiscal Years* Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 91 *These schedules will be built prospectively until they contain ten years of data. PERS PLAN 1 2014 2015 2016 Statutorily or contractually required contributions 31,484$ 16,252$ 10,583$ Contributions in relation to the statutorily or contractually required contributions (31,484) (16,252) (10,583) Contribution deficiency (excess)-$ -$ -$ Covered employer payroll 342,721$ 163,430$ 104,245$ Contributions as a percentage of covered employee payroll 9.19% 9.94% 10.15% PERS PLAN 2/3 Statutorily or contractually required contributions 964,775$ 1,140,430$ 1,327,926$ Contributions in relation to the statutorily or contractually required contributions (964,775) (1,140,430) (1,327,926) Contribution deficiency (excess)-$ -$ -$ Covered employer payroll 10,474,619$ 11,212,390$ 11,877,299$ Contributions as a percentage of covered employee payroll 9.21% 10.17% 11.18% LEOFF 1 Statutorily or contractually required contributions 396$ 373$ 407$ Contributions in relation to the statutorily or contractually required contributions (396) (373) (407) Contribution deficiency (excess)-$ -$ -$ Covered employer payroll 219,984$ 207,267$ 225,834$ Contributions as a percentage of covered employee payroll 0.18% 0.18% 0.18% LEOFF 2 Statutorily or contractually required contributions 549,396$ 635,688$ 660,156$ Contributions in relation to the statutorily or contractually required contributions (549,396) (635,688) (660,156) Contribution deficiency (excess)-$ -$ -$ Covered employer payroll 10,497,629$ 12,154,638$ 12,622,501$ Contributions as a percentage of covered employee payroll 5.23% 5.23% 5.23% Schedule of Employer Contributions As of December 31 Last 3 Fiscal Years Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 92 GASB 68 requires a disclosure of the changes in Net Pension Liability for the last 10 fiscal years, or as many years as are available. 2015 2016 Statutorially Determined Contribution 54,506$ 58,193$ Less Contributions Made (54,506) (58,193) Contribution Deficiency (excess)- - Covered-Employee Payroll -$ -$ Contributions as a percentage of covered employee payroll n/a n/a This schedule will be built prospectively until it contains 10 years of data Notes to Schedule: Contributions came from State Fire Insurance Premiums. Schedule of Contributions Fire Pension Fund Schedule of Investment Returns - Fire Pension Plan 2014 2015 2016 Annual Money Weighted Rate of Return, Net of Investment Expense 3.30% -0.86% 12.14% Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 93 Total Pension Liability 2015 2016 Service Cost -$ -$ Interest 82,477 79,996 Changes of benefit terms - - Differences between expected and actual experience - - Changes of assumptions - - Benefit payments, including refunds of employee contributions (1 16,770) (118,053) Net change in total pension liability (34,293) (38,057) Total pension liability - beginning 1,220,026 1,185,733 Total pension liability - ending 1,185,733$ 1,147,676$ Plan Fiduciary Net Position Contributions- employer 54,506$ 58,193$ Contributions - employee - - Net investment income (19,689) 267,948 Benefit payments, including refunds of employee contributions (1 16,770) (118,053) Administrative expense (3,398) (4,414) Other - (3,500) Net change in plan fiduciary net position (85,351) 200,174 Plan fiduciary net position- beginning 2,326,321 2,240,970 Plan fiduciary net position-ending 2,240,970 2,441,144 City's net pension liability -(1,055,237)$ (1,293,468)$ Plan fiduciary net position as a percentage of the total pension 188.99% 212.70% Covered employee payroll - - City's net pension liability as a percentage of covered employe e payroll n/a n/a Notes to schedule: Schedule of Changes in the City's Net Pension Liability and Related Ratios Fire Pension Fund - For Years Ended: The following assumptions were adopted as of 1/1/2015: discount rate 7.1%, salary increases 3.00%, CPI 2.50%, mortality tables updated to RP-2014 with Scale MP-2014 projections. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 94 S CHEDULE 16- SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS For the Year Ended December 31, 2016 From Grantor/Federal Other Pass- From Pass-Through Grantor CFDA Identification Through Direct Program Title Number Number Awards Awards Total Note: Forest Service,Department of Agriculture Pass-Through WA State Department of Natural Resources Cooperative Forestry Assistance 10.664 2016 Tree Inventory grant 15,000 - 15,000 2 Office of Community Planning and Development, Department of Housing & Urban Development Community Development Block Grant/Entitlement Grant 14.218 B-14-MC-53-009- CDBG 62,803 62,803 3 Community Development Block Grant/Entitlement Grant 14.218 B-15-MC-53-009- CDBG 129,784 129,784 3 Community Development Block Grant/Entitlement Grant 14.218 B-16-MC-53-009- CDBG 297,479 297,479 3 Community Development Block Grant/Entitlement Grant cluster -490,066 490,066 Pass-Through Washington Department of Commerce Community Development Block Grants/State's program 14.228 08-F6401-014 1,808 - 1,808 3 Pass-Through City of Richland Home Investment Partnerships Program 14.239 Home Program 279,174 -279,174 3 & 5 Bureau of Justice Assistance, Department of Justice Bullet Proof Vest Partnership Program 16.607 2016 Bullet Proof Vest 5,638 5,638 2 Pass-Through Washington Department of Commerce Violence Against Women Formula Grant 16.588 2015-WF-AX-0053 / F15-31103-040 34,697 - 34,697 Pass-Through from METRO Drug Task Force -- Edward Byrne Memorial Justice Assistance 16.738 F15-31440-008 307 -307 2 Criminal Division, Department of Justice Pass-Through from US Marshalls - - Equitable Sharing Program 16.922 Equitable Sharing 15,868 - 15,868 6 US Department of Transportation/ Federal Highway Administration Pass-Through Washington Department of Transportation Highway Planning and Construction 20.205 STPUL-3515 (007) LA-8059 1,786 - 1,786 2 & 8 Highway Planning and Construction 20.205 STPUS-0397 (008) LA-7866 52,384 - 52,384 2 Highway Planning and Construction 20.205 STPUL-3515(008) LA-8322 49,166 - 49,166 2 Highway Planning and Construction 20.205 HSIP-3551 (004) - LA 8697 75,426 - 75,426 2 Highway Planning and Construction 20.205 STPUL-3515 (006) LA-8060 56,082 - 56,082 2 Highway Planning and Construction 20.205 STPUL-9911(010) LA-8321 121,589 -121,589 2 & 4 Highway Planning and Construction 20.205 STPUL-1823(062) LA 8318 141,484 -141,484 2 Highway Planning and Construction 20.205 STPUL-3522 (001) LA-8117 1,576 - 1,576 2 Total US Dept. of Transportation FHA 499,493 -499,493 US Department of Transportation -National Highway Traffic Safety Administration (NHTSA) Pass-Through Washington Traffic Safety Commission State and Community Highway Safety 20.600 2015-2016 Seat Belt Pat rols 493 -493 2 State and Community Highway Safety 20.600 2015-2016 DISTRACTED Driving Pa 767 -767 2 State and Community Highway Safety 20.600 2016-2017 Impaired Driving 1,236 - 1,236 2 State and Community Highway Safety 20.600 G16PTDPTWTSC 19,836 - 19,836 2 State and Community Highway Safety 20.600 2015-2016 Impaired Driving Patrols 378 -378 2 Total CFDA 20.600 22,710 - 22,710 2 State and Community Highway Safety 20.616 2015-2016 WTSC- Flex Funding 3,031 - 3,031 2 State and Community Highway Safety 20.616 2016-2017 Flex Funding 974 -974 2 Total CFDA 20.616 4,005 - 4,005 Total US Dept of Transportation NHTSA 26,715 - 26,715 Aministration for Community Living, 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 ALTC 15 16,487$ -$ 16,487$ 2 Total US Dept of Health & Human Services 16,487 - 16,487 TOTAL FEDERAL AWARDS EXPENDED:889,549$ 495,704$ 1,385,253$ - The accompanying notes are an integral part of this schedule. MCAG NO. 0292 Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 95 NOTES TO THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS NOTE 1 – BASIS OF ACCOUNTING The Schedule of Expenditures of Federal Awards is prepared on the same basis of accounting as the City’s financial statements. The City uses a modified accrual basis of accounting for its governmental funds and full accrual basis of accounting for its proprietary funds. NOTE 2 – 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, are more than shown. Such expenditures are recognized following, as applicable, either the cost principles in OMB Circular A-87, Cost Principles for State, Local, and Indian Tribal Governments, or the cost principles contained in Title 2 U.S. Code of Federal Regulations Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards, wherein certain types of expenditures are not allowable or are limited as to reimbursement. NOTE 3 – REVOLVING LOAN – PROGRAM INCOME The City participates in a Regional Revolving Loan program for economic development which is operated by Benton Franklin Council of Governments. Under this federal pass-through grant, repayments to the City are considered program income, and loans of such funds to eligible recipients are considered expenditures. 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 income, and the cost of rehabilitating homes and purchasing properties are considered expenditures. The City also participates in the Housing and Urban Development HOME Program for low-income individuals, as part of a regional consortium administered through the City of Richland. The City is not privy to information on what portion of funds received from the City of Richland are derived from program income. NOTE 4 – PRIOR YEAR EXPENDITURES The amount reported includes $44,030 previously unreported prior year expenditures. This amount was not billable due to max received on grant award. Grant was amended giving the City authorization to request previous expenditures. NOTE 5 – AMOUNTS AWARDED TO SUBRECIPIENTS The total amount of $279,174 was passed through to sub-recipient City of Richland. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 96 NOTE 6 –DEPARTMENT OF JUSTICE –EQUITABLE SHARING The City reports these funds on the Schedule of Expenditures of Federal Awards when program proceeds are received rather than when expenditures are incurred due to program stipulations. NOTE 7 – INDIRECT COST RATE The amount expended includes $0.00 claimed as an indirect cost recovery using an approved indirect cost rate of 0 percent. The City has elected to use the 10-percent de minimis indirect cost rate allowed under Uniform Guidance. NOTE 8– PRIOR YEAR EXPENDITURES The amount reported includes $1,786 previously unreported prior year expenditures. This amount was not billable due to max received on grant award. Grant was changed giving the City authorization to request previous expenditures. Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 97 ABOUT THE STATE A UDITOR’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 to achieve our vision of government tha t works for citizens, by helping governments work better, cost less, deliver higher value, and earn greater public trust. In fulfilling our mission to hold state and local governments accountable for the use of public resources, we also hold ourselves accountable by continually improving our audit quality and operational efficiency and developing highly engaged and committed employees. 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. 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 as well as fraud, state whistleblower and citizen hotline investigations. The results of our work are widely distributed through a variety of reports, which are available on our website and through our free, electronic subscription service. We take our role as partners in accountability seriously, and provide training and technical assistance to governments, and have an extensive quality assurance program. Contact information for the State Auditor’s Office Public Records requests PublicRecords@sao.wa.gov Main telephone (360) 902-0370 Toll-free Citizen Hotline (866) 902-3900 Website www.sao.wa.gov Washington State Auditor's Office ___________________________________________________________________________________________________________________ Page 98