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HomeMy WebLinkAboutCOM 0167.000 2012-2014 J Yoshimoto Lane Shibata -. typF '� Chair&Presiding Officer ;.,--- ' ........... Acting Legislative Auditor Council District 2 "' W7*, S*:��`_'in1.'1 Business Address -- - -. 1266 Kamehameha Avenue •M....P.` _ Suite A-1 ' ,TE f.7.,!!!--‘-'• '� Hilo,Hawaii 96720 &nutag of c .aiiiafl OFFICE OF THE LEGISLATIVE AUDITOR 25 Aupuni Street * Hilo, Hawai'i 96720 * (808)961-8386 * Fax(808)961-8905 website: http jzawaiicounl Qv e-mail:publiclao@co.hawaii.hi.us DATE: February 26, 2013 TO: The Honorable J Yoshimoto, Council Chair And Members of the Hawai'i County Council FROM: Lane Shibata '.-4 Acting Legislative Auditor RE: Post-Audit Reports for Fiscal Year Ended June 30, 2012 This letter transmits for your review, deliberation, and acceptance, the Comprehensive Annual Financial Report For the Fiscal Year July 1, 2011 to June 30, 2012, as prepared by the County of Hawai'i Department of Finance and Single Audit of Federal Financial Assistance Program June 30, 2012, as prepared by the external auditors Accuity LLP. Pursuant to the 2012 Hawai'i County Charter, Section 10-13. Post-audit, an independent audit of accounts and financial transactions of the County is conducted at least once annually by a certified public accountant or firm of certified public accounts, designated by the Council, who have no personal interest, direct or indirect, in the fiscal affairs of the County. Accuity LLP will be present at the Hawai'i County Council Finance Committee meeting on March 12, 2013, to answer any questions you may have. Appropriate department head(s) or their representative(s) will also be asked to attend the meeting. In the meantime, please feel free to contact me at 961-8494 should you require further information. Enclosures cc w/o enclosures: Cindy Yee, Accuity LLP Department of Finance LS/map (Note: The above reports are on file in the Office of the County Clerk.) Comm. No. 1 (4)7 Ref.To:, F C•• Ref. Date, ttL 2 7 LU1i Hawaii County is an Equal Opportunity Provider and Employer ou nt o Hawaii State of Hawaii Comprehensive Annual Financial Report For the Fiscal Year July 1 , 2011 to June 30, 2012 = w 1 s 1 1 1 COMPREHENSIVE ANNUAL FINANCIAL REPORT Fiscal Year Ended June 30, 2012 • dib tffe ¶4b NA Mv44. OF 0... COUNTY OF HAWAII Hilo, Hawaii William P. Kenoi Mayor William Takaba Managing Director Prepared by The Department of Finance Nancy E. Crawford Director of Finance COUNTY OF HAWAII Comprehensive Annual Financial Report For the Fiscal Year Ended June 30, 2012 Table of Contents Page INTRODUCTORY SECTION Letter of Transmittal 1 GFOA Certificate of Achievement 8 Organization Chart 9 List of Elected Officials 10 List of Principal Officials 11 FINANCIAL SECTION Report of Independent Auditors 13 Management's Discussion and Analysis 15 Basic Financial Statements: Government-wide Financial Statements: Statement of Net Assets 28 Statement of Activities 30 Fund Financial Statements: Balance Sheet- Governmental Funds 32 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Assets 33 Statement of Revenues, Expenditures, and Changes in Fund Balances- Governmental Funds 34 Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities 36 Statement of Revenues, Expenditures, and Changes in Fund Balance- Budget and Actual (Budgetary Basis)-General Fund 38 Statement of Net Assets- Proprietary Funds 42 Statement of Revenues, Expenses, and Changes in Fund Net Assets - Proprietary Funds 43 Statement of Cash Flows-Proprietary Funds 44 Statement of Fiduciary Net Assets -Fiduciary Funds 45 Statement of Changes in Fiduciary Net Assets-Fiduciary Funds 46 Notes to the Basic Financial Statements 47 Required Supplementary Information 87 FINANCIAL SECTION (Continued) Page Combining and Individual Nonmajor Fund Statements and Schedules: Combining Balance Sheet-Nonmajor Governmental Funds 90 Combining Statement of Revenues, Expenditures,and Changes in Fund Balances-Nonmajor Governmental Funds 94 Schedules of Revenues,Expenditures, and Changes in Fund Balances- Budget and Actual(Budgetary Basis): Highway Fund 97 Sewer Fund 98 Solid Waste Fund 99 Cemetery Fund 100 Parking Meter Fund 101 Vehicle Disposal Fund 102 Bikeway Fund 103 Workforce Investment Act Fund 104 Golf Course Fund 105 Geothermal Relocation and Community Benefits Fund 106 Beautification Fund 107 . Hawaii County Housing Agency 108 Park Dedication Fund 109 'M" Combining Statement of Agency Funds Net Assets -Agency Funds 110 Statement of Changes in Assets and Liabilities -Agency Funds 112 Illit Combining Statement of Private Purpose Trust Net Assets-Private Purpose Trusts 117 Combining Statement of Changes in Net Assets-Private Purpose Trusts 118 STATISTICAL SECTION new Table 1 -Net Assets by Component 119 Table 2 -Changes in Net Assets 120 Table 3 -Fund Balances, Governmental Funds 122 Table 4- Changes in Fund Balance, Governmental Funds 123 Table 5 -Real Property Assessed Values by Classification and Tax Rates 124 Table 6 -Principal Taxpayers 128 Table 7 -Property Tax Levies and Collections 129 Table 8 -Ratios of Outstanding Debt by Type 130 Table 9 -Ratios of General Bonded Debt Outstanding 131 Table 10 -Legal Debt Margin Information 132 Table 11 -Demographic and Economic Statistics 133 Table 12 -Principal Employers, County of Hawaii 134 Table 13 -Full-Time Equivalent County Government Employees by Function 135 Table 14-Operating Indicators by Function 136 Table 15 - Capital Asset Statistics by Functions 137 41 INTRODUCTORY SECTION William P.Kenoi c% Nancy E. Crawford Mayor .t▪ ,,�� Director +;•▪ :� =;�w�$`- Deanna S. Sako TE F'N�� Deputy Director County of Hawaii Finance Department 25 Aupuni Street, Room 2103 • Hilo,Hawaii 96720 (808)961-8234 • Fax(808)961-8569 December 27, 2012 The Honorable Mayor and Members of the Council County of Hawai`i 25 Aupuni Street Hilo, Hawai`i 96720 We transmit herewith the Comprehensive Annual Financial Report for the County of Hawai`i, State of Hawai`i (the County), for the fiscal year July 1, 2011 to June 30, 2012. This report was prepared by the County's Department of Finance. The accuracy of the financial statements and the completeness and fairness of their presentation are the responsibility of the County government. We believe the enclosed data are complete and accurate in all material respects and are reported in a manner designed to present fairly the financial position and results of operations of the various funds of the County. All disclosures necessary to convey the maximum understanding of the County's financial activities have been included. Management's discussion and analysis is also included to aid users of the financial statements. This report presents the financial position of the County of Hawai`i at June 30, 2012 and results of operations for the fiscal year then ended. The report is divided into three sections: • The Introductory Section includes this.transmittal letter, a Certificate of Achievement for Excellence in Financial Reporting, the County of Hawai`i's organization chart and lists of elected and principal officials. • The Financial Section contains management's discussion and analysis, the basic financial statements, related notes,the combining and individual fund budgetary financial statements, and the independent auditors' report. • The Statistical Section includes selected financial and demographic information, generally presented on a multi-year basis. This report includes all funds of the County of Hawai`i, including its component unit, the Department of Water Supply, established by the County Charter as a semi-autonomous Hawaii County is an equal opportunity provider and employer. - 1 - body of the County government. This component unit is included in the County's reporting entity because of its financial relationship with the County. The County provides a full range of municipal services. These include police and fire protection; emergency medical care; public prosecutor; culture and recreation; sanitation; social services; water;planning and zoning; construction and maintenance of highways, 00 streets and infrastructure; real property assessment and tax collection; and general administrative services. However, the County does not provide such other traditional services as public education, hospitals and courts. These services are provided by the State government. The County consists of the island of Hawai`i, 4,028 square miles in size. It is twice as large as the combined area of all the other inhabited islands in the Hawaiian Archipelago. • Since there is no other local or municipal government within the County, there are no overlapping taxes and no overlapping debt. The County has an elected mayor and a nine- 00 member council. Economic Condition and Outlook MI6 The island of Hawai`i, commonly known as the Big Island, is located 214 miles from Honolulu, the state capital; 2,200 miles from the west coast of the continental United States; and 4,000 miles from Japan. The city of Hilo on the east side of the island serves as the county seat as well as the transportation and financial center for the Big Island. Hilo's infrastructure includes Hilo Harbor, a deep-water port, and Hilo International Airport, which is capable of handling fully-loaded wide-bodied aircraft. Kailua-Kona South Kohala, major tourist destination areas on the west side of the Big Island, are served by flights from the United States mainland, and Canada through the Kona or International Airport. Scheduled freight services are available between the islands by air and sea transport. Communities on the island are linked by a network of State and County maintained streets and highways. The Big Island is the most diversified of the neighbor island economies. As a result it is buffered to some extent when any one industry lags. Although the past few years proved 00. challenging to the island's economy, it appears that the County will continue on its steady but slow road to improved financial health. This favorable outlook is supported by positive trends in the following key areas of the island's economy. 0 The County's labor force numbered 83,617 at June 2012, which is a slight increase from a year ago. A sign that the economy is continuing on the road to a brighter position than that which faced the County several years ago is the fact that the County's unemployment mow. rate for the current fiscal year 2012 (9.2%) was slightly lower than the prior fiscal year 2011 (9.5%), which serves as a positive indicator for the third year in a row. Or Tourism—Tourism has always been the major industry on the island. In addition to the mild climate and natural beauty it shares with other areas in the state,the County features , the Hawai`i Volcanoes National Park. A popular attraction, the park is the most visited site in the state, handling over 2 million visitors annually, which became even more popular with the increased activity of Kilauea Volcano. Another indication of the - 2 - 4 County's slowly rebounding industry, is the fact that there was a 4% increase in the number of visitors to the island from the prior fiscal year. More importantly, spending growth for this sector has been even stronger than the actual arrivals. Construction —The construction industry continues to serve as the lagging sector of the economy but there are recent signs that this may change soon. Although, construction jobs remain below that of peak times, private building permits which serve as a better indicator of the future shows encouraging results. Scientific Research and Development—Due largely to its unique geographic characteristics which has attracted scientists in fields of astronomy, meteorology, volcanology, and agriculture/aquaculture, the County has benefited economically by the significant investments made in scientific research. The total astronomy related capital investment on Mauna Kea exceeds $600 million and combined annual budgets are about $75 million. Astronomy continues to be a major factor in the success of the County's economy with an estimated nearly 500 new jobs opening up through 2023 to meet the needs of the current observatories and the creation of new jobs with the development of the Thirty Meter Telescope (TMT) by the TMT Observatory Corporation. The Hawaiian Volcano Observatory in Hawai`i Volcanoes National Park and the Natural Energy Laboratory of Hawai`i Authority at Keahole, Kona are also major contributors to international research and the local economy. Major Initiatives For the Year During the year, the County focused on construction projects relating to housing, sanitation and public safety, and other issues affecting the quality of life in the County. Public Safety—Construction continued on the Makalei Fire Station reaching a total cost of approximately $6.1 million at the end of the year and is expected to be placed into service in the next fiscal year. The Fire Department installed two new lifeguard towers valued at $87,000 for Hapuna Beach Park and Punaluu Beach Park and purchased a new 2,000 gallon Fire Apparatus Tanker for Kau for$221,000 that was funded by a Community Development Block Grant. Public Works—The Ane Keohokalole Highway in Kona was opened to the public in June 2012 at a cost to the County of$28.9 million. The 2.9 mile highway serves as the largest expenditure of American Recovery &Reinvestment Act money for transportation infrastructure in the State and is also the first major road to be built by the County in Kona since statehood. Environmental Management—The processing capacity of the Honokaa Wastewater Treatment Plant was upgraded from 56,400 to 200,000 gallons per day to service the schools and business community within the Honokaa Town area at a cost of approximately $5.0 million. - 3 - For the Future Public Safety—The Hawai'i Police Department held the On-Site Assessment by the Commission on Accreditation for Law Enforcement Agencies (CALEA), on August 5-8, 2012. On Saturday,November 17, 2012,the Hawai'i Police Department marked an historical event when it was awarded a full three-year accreditation by CALEA. This process, which began in early 2004, is a tribute to all of our employees, both civilian and sworn, who collectively are bound to adhere to over 400 plus required standards. What accreditation means for the Hawai'i Police Department is that the public can now be assured, based on an independent review, we are indeed a department that adheres to standards that are sensible, professional and ethical, and in keeping with a 21st century law enforcement agency. The Hawaii Fire Department is working to obtain two new Fire Pumper Apparatus with County funded leases. A new Fire Tanker Apparatus also will be secured primarily with Community Development Block Grant funds. These replacements are important to the continuing effort to provide apparatus that meets current National Fire Protection Association safety guidelines. The Kawailani Fire Station relocation planning and design will be initiated. In this period of economic recovery the Fire Department is striving to continue to provide needed services to the Hawai'i County residents and visitors. Public Works —Two connector road projects in Kona will be underway in mid-2013. At IP an estimated construction cost of$14 million,the Laaloa Avenue Extension Ph 1 in . North Kona will connect Laaloa Avenue with Kuakini Highway. 100 The Federal Highway Administration is helping to fund the following two road projects on the island. The first is the Kaiminani Drive Roadway Improvements in North Kona at an estimated cost of$10 million and the second is the Kamehameha Avenue Reconstruction project in South Hilo at an estimated construction cost of$13 million. Planning—The National Historic Preservation Act has charged the Hawaii State Department of Land and Natural Resources with the monitoring of Hawaii's natural and cultural resources. The Planning Department has begun the process of staffing the Hawaii County Cultural Resource Commission as-well-as assisting the mayor's office in seating commissioners. This commission will review, comment and may include granting permits on all County projects, taking into consideration the cultural and historical significance of island wide sites and surroundings. County of Hawaii will be hosting the Hawaii Congress of Planning Officials in September 2013. This conference is for all planning commissions, planning directors and planners for all counties within the State of Hawaii in addition to most of the industry including architects, surveyors, major land owners and developers. - 4 - Other Financial Information Internal Control The management of the County is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the County are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that(1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. Budgetary Control The County maintains budgetary controls to ensure that legal provisions of the annual budget are complied with and that those expenditures do not exceed budgeted amounts. Activities of the general fund and special revenue funds are included in the annual appropriated operating budget. Project-length financial plans are adopted for the capital projects fund. Budgetary control is established at the department level. Formal budgetary integration is employed as a management control device for the general fund, special revenue funds, and the capital projects fund. Budgetary control for the debt service fund is achieved through general obligation bond indenture provisions. The basis of accounting used for the budgets of the general and special revenue funds differs from generally accepted accounting principles. Intergovernmental revenues are recognized when awarded by the granting agency, encumbrances and unexpended allotments are treated as expenditures for purposes of determining legal compliance with the annual budget, all leases are treated as operating leases, and accounts payable are not accrued. The County also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Encumbrances outstanding at fiscal year end are included in the various fund balance categories based on whether the resources are restricted, committed or assigned and do not constitute expenditures or liabilities because they will be honored during the following year. As demonstrated by the statements and schedules included in the financial section of this report, the County continues to meet its responsibility for sound financial management. Cash Management Cash temporarily idle during the year was invested in savings accounts, money market mutual funds, certificates of deposit, repurchase agreements, and agency notes. The average yield on deposits and investments was .17%. The County's policy is to minimize credit and market risks while maintaining a competitive yield on its portfolio. Accordingly, with the exception of$236,177 held by a - 5 - rental management agent, deposits were either insured by federal depository insurance, collateralized, or secured by irrevocable letters of credit. All collateral on deposit was held for safe keeping with a County-designated agent in the County's name. Financial Highlights �at As a result of another year of declining property values which negatively impacted real property tax revenues, the County was again faced with the dilemma of balancing its budget. To avoid negatively impacting the local economy, the County worked diligently to lower its operating costs while continuing to service the community and it people rather than raise real property taxes. The County continued the furloughs and pay reductions for both its HGEA and UPW union employees but reduced the number of days from twice a month to only once a month. The County also implemented a one-time payroll lag which delayed the payment n x, of the June 30, 2012 payroll to the following fiscal year and enabled the County to save on salaries and wage expenditures for the current year. ea, As part of the strategy for balancing the budget, the County also decided to temporarily forgo the employer contributions relating to the pre-funding of its postemployment ., benefits other than pensions that it had fully funded for the previous four fiscal years. w/ Other Information INF Independent Audit The County Charter requires an annual audit by independent certified public accountants. Accuity LLP was selected in accordance with the County Charter and the procurement NW provisions of the Hawaii Revised Statutes (HRS) and Hawaii Administrative Rules Rik (HAR)to perform the audit. Employee Union Contracts Six bargaining units have contracts that will expire on June 30, 2013 and negotiations are underway. The remaining two bargaining units' contracts have already expired. One remaining bargaining unit had an interest arbitration in November 2012 and the County m. anticipates a decision by January 30, 2013. The other remaining bargaining unit is 4PR planning for an interest arbitration in March 2013 and the County anticipates a decision by June 17, 2013. Certificate of Achievement The Government Finance Officers Association of the United States and Canada(GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the County of Hawai`i for its Comprehensive Annual Financial Report for the fiscal year ended June 30, 2011. This was the twenty-fourth consecutive year that the government has achieved this prestigious award. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized - 6 - comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current Comprehensive Annual Financial Report continues to meet the Certificate of Achievement Program's requirements, and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments The preparation of this report was made possible by the efficient and dedicated services of the entire staff of the Department of Finance and fiscal personnel in other departments. I am grateful for their help in preparing this report. I also thank the Mayor and the members of the County Council for their interest and support in assuring the continuing sound financial condition of the County of Hawai`i. 6,0,r E NANCY E. CRA FORD Director of Finance - 7 - • Certificate of Achievement for Excellence in Financial Reporting Presented to County of Hawaii Hawaii For its Comprehensive Annual Financial Report for the Fiscal Year Ended R. June 30, 2011 A Certificate of Achievement for Excellence in Financial Reporting is presented by the Government Finance Officers Association of the United States and Canada to government units and public employee retirement systems whose comprehensive annual financial reports(CAFRs)achieve the highest standards in government accounting and financial reporting. ;CIE entosA AMEN - President SAL • Executive Director • - 8 - County of Hawaii Organization Chart County Electorate ICounty Council Mayor I Prosecuting Attorney I I County Legislative Office of Management: Clerk Auditor Managing Director Departments under Agencies under Departments under direct supervision of the direct supervision of the commissions and Managing Director: Managing Director: administrative supervision of the Mayor: Corporation Counsel Civil Defense Human Resources Finance Office of Aging Police Planning Mass Transit Liquor Control Environmental Management Office of Housing& Fire Research&Development Community Development Water Supply Public Works (semi-autonomous) Parks &Recreation Information Technology - 9 - County of Hawaii 3, Elected Officials June 30, 2012 Administrative Officers (Term: 2008-2012) William P. Kenoi Mayor Charlene Iboshi (effective 4/1/11) Prosecuting Attorney County Council (Term: 2010-2012) Dominic Yagong Chair K. Angel Pilago Vice Chair Fred Blas Member Brenda Ford Member Pete Hoffmann Member Donald Ikeda Member • Dennis "Fresh" Onishi Member Brittany Smart Member , J Yoshimoto Member .#i - 10 - - Principal Officials June 30, 2012 County Clerk Jamae Kawauchi Legislative Auditor Colleen Schrandt Managing Director William Takaba Deputy Managing Director Walter Lau Corporation Counsel Lincoln Ashida Director of Finance Nancy E. Crawford Planning Director Bobby Jean Leithead-Todd Director of Personnel Ronald Takahashi Director of Research and Development Randy Kurohara Chief of Police Harry S. Kubojiri Fire Chief Darren Rosario Director of Public Works Warren Lee Director of Environmental Management, Acting Dora Beck Director of Parks and Recreation Robert Fitzgerald Manager, Department of Water Supply Quirino Antonio, Jr. Civil Defense Administrator Quince Mento Director of Liquor Control Gerald Takase Transit Operations Administrator Vacant Executive on Aging Alan Parker Administrator, Office of Housing and Community Development Stephen Arnett Director of Information Technology Mark Ow - 11 - This page intentionally left blank. Imo. x? Ate" - 12 - FINANCIAL SECTION ACcu It LLP CERTIFIED PUBLIC ACCOUNTANTS Report of Independent Auditors To the Chair and Members of the County Council County of Hawai'i We have audited the accompanying financial statements of the governmental activities, the business-type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County of Hawai'i, State of Hawaii (the"County") as of and for the year ended June 30, 2012, which collectively comprise the County's basic financial statements as listed in the table of contents. These financial statements are the responsibility of the County's management. 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 of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and the significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. 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, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County as of June 30, 2012, and the respective changes in financial position and,where applicable, cash flows thereof and the budgetary comparison for the general fund for the year then ended in conformity with accounting principles generally accepted in the United States of America. In accordance with Government Auditing Standards,we have also issued our report dated December 27, 2012, on our consideration of the County'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 and should be considered in assessing the results of our audit. Accounting principles generally accepted in the United States of America require that management's discussion and analysis and schedule of funding progress for the EUTF information on pages 15 through 25 and 87 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 999 Bisiioi'STREET,SUITE 1900 HoNolulu,HAWAII 96813 TELEPiIONE:808 531 3400 FACsimmE:808 531 3433 - 13 - mgr 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 .w the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the County's basic financial statements as a whole. The introductory section, combining and . individual nonmajor fund financial statements, fund schedules, and statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The Pidp combining and individual nonmajor fund financial statements and fund schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the financial statements. The information has been subjected to the auditing procedures applied in the audit of the financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, Pkrc the combining and individual nonmajor fund financial statements and fund schedules are fairly stated in all material respects in relation to the financial statements as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly,we do not express an opinion or provide any assurance on them. Honolulu, Hawaii December 27, 2012 ww sr dlp 416 Np me, - 14 - MANAGEMENT'S DISCUSSION AND ANALYSIS This section of the County of Hawai`i's(the County)Comprehensive Annual Financial Report presents a narrative overview and analysis of the financial activities of the County for the fiscal year ended June 30, 2012. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal. FINANCIAL HIGHLIGHTS • The assets of the County exceeded its liabilities at the end of the fiscal year by$683.0 million (net assets). This amount includes $39.8 million in unrestricted net assets, a decrease of$0.9 million from the prior year. • The County's total net assets increased by$75.7 million during the fiscal year. • As of the close of the current fiscal year,the County's governmental funds reported combined ending fund balances of$146.4 million, a decrease of$12.6 million from the prior year. Approximately 47 percent of this total amount, $68.3 million, is available for spending at the County's discretion(unrestricted fund balance). • At the end of the current fiscal year,unrestricted fund balance for the general fund was $41.7 million, or 19 percent of total general fund expenditures. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the County's basic financial statements. The County's basic financial statements comprise three components: (1) Government-wide financial statements,(2)Fund financial statements, and(3)Notes to the basic financial statements. This report also contains both required and 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 County's finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the County's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether or not the financial position of the County is improving or deteriorating. The statement of activities presents information showing how the County's net assets changed during the most recent fiscal year. All changes in net assets 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, such as revenues pertaining to uncollected taxes and expenses pertaining to earned but unused vacation and sick leave. Both of the government-wide financial statements distinguish functions of the County that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges(business-type activities). The governmental activities of the County include public safety, highways and streets, health, education and welfare, culture and recreation, - 15 - sanitation and general government. The business-type activities of the County include rental housing for senior citizens and families. The government-wide financial statements include not only the County itself(known as the primary government), but also the Department of Water Supply, a legally separate entity that the County is financially accountable for. Financial information for this component unit is reported . separately from the financial information presented for the primary government itself Fund Financial Statements The fund financial statements are designed to report information about groupings of related accounts which are used to maintain control over resources that have been segregated for specific activities or objectives. The County, 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 County can be divided into the following 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— i.e., most of the County's basic services are reported in governmental funds. These statements, however,focus on(1)how cash and other financial assets can readily be converted to available resources and(2)the balances left at year-end that are available for spending. Such information may be useful in determining what financial resources are INa available in the near future to finance the County's programs. 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 • financial statements. By doing so,readers may better understand the long-term impact of the government's near-term financing decisions. Both the governmental funds balance sheet and the governmental funds statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. P The County maintains several individual governmental funds organized according to their " type(general, special revenue, debt service, and capital projects). Information is presented Pgit separately in the governmental funds balance sheet and in the governmental funds statement of revenues, expenditures,and changes in fund balances for the general fund and capital projects fund, which are considered to be major funds. Data from the remaining governmental funds are combined into a single, aggregated presentation. Individual fund data for each of the non-major governmental funds is provided in the form of combining statements elsewhere in this report. The County adopts an annual appropriated budget for its general fund and special revenue funds. A budgetary comparison statement has been provided for these funds to demonstrate compliance with this budget. The budgetary comparison statement for the general fund is located in the basic financial statements,whereas the budgetary comparison schedules for the nonmajor special revenue funds are presented elsewhere in this report. Proprietary funds. Proprietary funds are generally used to account for services for which the County charges outside customers. Proprietary funds provide the same type of information as shown in the government-wide financial statements, only in more detail. The County maintains only one type of proprietary funds, enterprise funds. Enterprise funds - 16 - ° are used to report the same functions presented as business-type activities in the government- wide financial statements. The County uses enterprise funds to account for the operations of the Kulaimano Elderly Housing Project and the Ouli Ekahi Affordable Housing Project. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the County. The private-purpose trusts and the agency funds are reported under the fiduciary funds. Since the resources of these funds are not available to support the County's own programs,they are not reflected in the government-wide financial statements. The accounting used for fiduciary funds is much like that used for proprietary funds. Notes to the Basic Financial Statements The notes to the basic financial statements provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. Other Supplementary Information In addition to the basic financial statements and accompanying notes,this report also presents certain required supplementary information,which is presented immediately following the notes to the basic financial statements. The combining statements referred to earlier in connection with nonmajor governmental funds and budgetary comparison schedules for the nonmajor special revenue funds are presented immediately following the required supplementary information. GOVERNMENT-WIDE FINANCIAL ANALYSIS Condensed Statement of Net Assets June 30,2012 and 2011 Primary Government Governmental Activities Business-type Activities Total 2012 2011 2012 2011 2012 2011 Assets: Current and other assets $ 252,075,426 $ 220,271,120 $1,036,087 $1,057,768 $ 253,111,513 $ 221,328,888 Capital assets,net 917,249,344 836,674,103 1,167,154 1,193,198 918,416,498 837,867,301 Total assets 1,169,324,770 1,056,945,223 2,203,241 2,250,966 1,171,528,011 1,059,196,189 Liabilities: Long-term liabilities outstanding 438,814,811 421,449,861 851,306 884,232 439,666,117 422,334,093 Other liabilities 48,424,315 29,058,381 395,021 423,100 48,819,336 29,481,481 Total liabilities 487,239,126 450,508,242 1,246,327 1,307,332 488,485,453 451,815,574 Net assets: Invested in capital assets,net of related debt 594,384,524 514,309,238 315,848 308,966 594,700,372 514,618,204 Restricted 48,360,223 51,840,697 185,148 185,087 48,545,371 52,025,784 Unrestricted 39,340,897 40,287,046 455,918 449,581 39,796,815 40,736,627 Total net assets $ 682,085,644 $ 606,436,981 $956,914 $943,634 $683,042,558 $607,380,615 - 17 - gut Analysis of Net Assets ,,,. As noted earlier, net assets may serve over time as a useful indicator of a government's financial "*' position. In the case of the County, assets exceeded liabilities by$683.0 million at the close of the most recent fiscal year. By far the largest portion of the County's net assets(87 percent)reflects its investment in capital assets(e.g., land,buildings, infrastructure,and equipment) less any related debt used to acquire those assets that is still outstanding. The County uses these capital assets to provide services to .. citizens; consequently, these assets are not available for future spending. Although the County'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 sources, since the capital assets themselves f4#F cannot be used to liquidate these liabilities. An additional portion of the County's net assets(7 percent)represents resources that are subject to external restrictions on how they may be used. At the end of the current fiscal year,the County is able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for its separate governmental and business-type activities. The County's net assets increased by$75.7 million during the current fiscal year,which was $20.1 million more than the increase during last fiscal year. Capital grants and contributions increased by approximately$47.9 million relating mostly to highways and streets and sanitation. The increase was offset and reduced by a decrease in real property taxes of approximately$15.2 million. The County's net capital assets increased by$80.5 million due to the large amount of capital improvement projects done by the County during the current fiscal year and infrastructure related assets that were contributed. See further discussion of the increase in capital assets on page 23. The County's long-term liabilities outstanding increased by$17.3 million(4 percent) due primarily to the increases resulting from the County's decision to forgo the employer contributions relating to the pre-funding of its postemployment benefits other than pensions and the issuance of new Bond Anticipation Notes. These increases were offset by principal payments on the General Obligation Bonds and the State Revolving Fund loans from the prior year. See further discussion of the increase in long-term debt outstanding on page 24. - 18 - Condensed Statement of Activities For the Fiscal Years Ended June 30,2012 and 2011 Primary Government Governmental Activities Business-type Activities Total 2012 2011 2012 2011 2012 2011 Revenues: Program revenues: Charges for services $ 34,875,798 $ 34,044,547 $ 393,464 $ 372,599 $ 35,269,262 $ 34,417,146 Operating grants and contributions 45,767,655 50,820,951 131,227 133,215 45,898,882 50,954,166 Capital grants and contributions 86,754,033 38,810,806 - - 86,754,033 38,810,806 General revenues: Property taxes 209,894,427 225,055,099 - - 209,894,427 225,055,099 Other taxes 29,255,027 26,315,977 - - 29,255,027 26,315,977 Grants and contributions,unrestricted 19,074,105 19,533,165 - - 19,074,105 19,533,165 Investment earnings 230,804 609,617 5,641 2,997 236,445 612,614 Other 1,773,258 5,973,275 - - 1,773,258 5,973,275 Total revenues 427,625,107 401,163,437 530,332 508,811 428,155,439 401,672,248 Expenses: General government 56,115,599 53,439,428 - - 56,115,599 53,439,428 Public safety 152,288,979 154,008,027 - - 152,288,979 154,008,027 Highways and streets 42,462,299 34,812,165 - - 42,462,299 34,812,165 Health,education and welfare 28,127,691 30,336,420 517,052 550,801 28,644,743 30,887,221 Culture and recreation 23,412,948 22,167,818 - - 23,412,948 22,167,818 Sanitation 35,049,546 35,604,394 - - 35,049,546 35,604,394 Interest on long-term debt 14,519,382 15,176,682 - - 14,519,382 15,176,682 Total expenses 351,976,444 345,544,934 517,052 550,801 352,493,496 346,095,735 Increase(decrease)in net assets 75,648,663 55,618,503 13,280 (41,990) 75,661,943 55,576,513 Net assets at beginning of year 606,436,981 550,818,478 943,634 985,624 607,380,615 551,804,102 Net assets at end of year $682,085,644 $606,436,981 $ 956,914 $ 943,634 $683,042,558 $607,380,615 Analysis of Changes in Net Assets Governmental activities. Governmental activities increased the County's net assets by $75.6 million or basically all of the total growth in net assets of the County. Total revenues increased by$26.5 million(7 percent). The combined total revenues for both the Operating and Capital grants and contributions also increased by approximately$42.9 million, which related mostly to sanitation and highways and streets projects. This increase in grants and contributions revenue was offset by decreases in the other revenue sources. The most significant decrease of$15.2 million was in real property taxes,which was due to a slight decline in the value of net taxable real property as evidenced in the accompanying statistical tables. Total expenses increased by$6.4 million(2 percent). The major reason for the increase was due to the rising cost of labor. The cost of employees' health care increased specifically relating to future health benefits for employees by approximately$1.3 million and overall salaries and wages increased by$2.6 million as a result of a reduction in the number of furlough days that employees in several bargaining units were required to take each month. - 19 - e xio Expenses and Program Revenues—Governmental Activities Year Ended June 30,2012 $160,000,000 $140,000,000 , Expenses $120,000,000 k •Program revenues $100,000,000 $80,000,000 fr $60,000,000 n s $40,000,000 • � Tr3 $20,000,00035. flW ec, ec; 2N. ace oC` o� V °� c, c)5we fie,' `e�t� e) �be ��`avooae Q J��� ���ya�a a� a�b tea��`eG yam o°��cet .c Cie ,2,��r �a�` �J�a ���° ea��r �c�ec &tea Revenue by Source—Governmental Activities Year Ended June 30,2012 OW tip Other, $1,773,258 Charges for services, Grants and Investment earnings, $34,875,798 PPX contributions not $230,804 ,, restricted to specifi programs, Other taxes, 1 Operating grants and SA,c $29,255,027 contributions, $19,074,105 j $45,767,655 pi aa, O �, rte: ' Capital grants and law contributions, Property taxes, $86,754,033 $209,894,427 MIRre - 20 - PP The charts above illustrate the County's governmental expenses and revenues by function, and its revenues by source. As shown,public safety is the largest function in expense(43 percent), followed by general government(16 percent)and highways and streets(12 percent). General revenues such as property and other taxes are not shown by program, but are effectively used to support program activities countywide. For governmental activities overall, without regard to programs, property taxes are the largest single source of funds (49 percent), followed by capital grants and contributions(20 percent)and operating grants and contributions (11 percent). Business-type activities. Business-type activities increased the County's net assets by$13,280 versus a decrease of$41,990 in the prior year. Expenses for health,education and welfare account for all of the$517,052 of expenses. Charges for services were$393,464, operating grants and contributions were$131,227 and investment earnings were$5,641. Revenues increased by $21,521 due to a$21,525 increase in rental receipts. Expenses decreased$33,749(6 percent) due to decreases in general and administration expenses of$29,739 and in lease expense of$18,364, which were offset by an increase in utilities expense of$19,275. FINANCIAL ANALYSIS OF THE COUNTY'S FUNDS As noted earlier,the County uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds. The focus of the County's governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the County's financing requirements. In particular, unrestricted fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year,the County's governmental funds reported combined ending fund balances of$146.4 million, a decrease of$12.6 million in comparison with prior year. Approximately 47 percent of this total amount($68.3 million)constitutes unrestricted fund balance. The unrestricted portion of the fund balance is comprised of(1)$48.6 million in committed fund balance, (2)$21.8 million in assigned fund balance and(3)negative$2.1 million in unassigned fund balance. The remainder of the fund balance is divided between$3.3 million in nonspendable fund balance for inventory and $74.7 million in restricted fund balance. Approximately 79% of the restricted fund balance is due to restrictions relating to highways, streets and abandoned vehicles($32.9 million)and debt service($26.2 million). The general fund is the chief operating fund of the County. At the end of the current fiscal year, unrestricted fund balance of the general fund was$41.7 million,while total fund balance increased to $48.7 million. As a measure of the general fund's liquidity, it may be useful to compare both unrestricted fund balance and total fund balance to total fund expenditures. Unrestricted fund balance represents 19 percent of total general fund expenditures,while total fund balance represents 22 percent of that same amount. The fund balance of the County's general fund increased by$4.1 million during the current fiscal year as compared to an increase of$5.1 million in the prior year. Key factors in this decrease from last year's amount are as follows: • A decrease of$8.3 million(4 percent)in real property taxes,which was mostly due to lower collections resulting from the slight decline in the value of net taxable real property as evidenced in the accompanying statistical tables. - 21 - moo • A decrease in intergovernmental revenue of$6.2 million(11 percent). The most significant causes of the decrease were due to declines in public safety operating grants($3.1 million) and in health,education and welfare capital grants($3.0 million). • A net decrease of$15.7 million(7 percent) in total expenditures for the general fund which is primarily the result of the County's decision to forgo the employer contributions relating to the pre-funding of its postemployment benefits other than pensions that it had made for the previous four fiscal years. The fund balance of the County's capital projects fund decreased by$20.5 million during the current fiscal year. The decrease is primarily due to the combined total of the fund's main revenue source of long-term debt financing,which consists of state revolving fund loan proceeds ($4.6 million), intergovernmental revenue($30.0 million), and transfers in($3.7 million)being Pf` less than capital and debt service expenditures($59.3 million)for the current fiscal year. Although the fund balance of the capital projects fund was $29.5 million at the end of the current gar, fiscal year and the total unrestricted portion was$2.2 million,the unassigned portion of the unrestricted fund balance was a negative$10.2 million. This was due to a change in the County's procedures regarding the issuance of bonds, in that the County defers the issuance of bonds until the funds are actually needed even though the project will be allotted so that work may begin and will instead issue Bond Anticipation Notes. As of June 30, 2012,these notes are reflected as a current liability in the fund because the legal steps regarding the issuance of the bonds to pay off „ . these notes have not been completed at the time the audited financial statements are being issued. The debt service funds consist of the Bond Redemption Fund and the Interest Fund. These funds have combined total fund balances of$26.2 million, all of which is restricted for the payment of • debt service. The net decrease in the combined fund balances during the current year in the debt service funds was$0.5 million(2 percent). • Proprietary funds. The County's proprietary funds provide the same type of information found �. in the government-wide financial statements,but in more detail. Unrestricted net assets of the Kulaimano Elderly Housing Project(Kulaimano)at the end of the SP year amounted to$564,659, and the unrestricted net deficit of the Ouli Ekahi Affordable Housing Project(Ouli Ekahi)amounted to$108,741. The net assets for Kulaimano decreased by$22,032 and the net assets for Ouli Ekahi increased by$35,312. Other factors concerning the finances of �'• these two funds have already been addressed in the discussion of the County's business-type activities. GENERAL FUND BUDGETARY HIGHLIGHTS Differences between the original budget and the final amended budget were primarily the result of a$11.0 million increase in appropriations, most of which(94%)is due to increases in the appropriations for capital and operating grants and contributions. Differences between the final budget and the actual(budgetary basis)resulted in $3.9 million less revenues than expected and$26.3 million less expenditures than appropriated. This is primarily due to the following factors: • $5.3 million negative variance in intergovernmental revenue,which was made up almost entirely of the decrease in federal grants. - 22 - • $6.5 million of the unspent appropriations is related to salaries and wages. The variance is due primarily to unfilled vacancies and continued efforts by each department to control payroll costs during the budget year due to the tough economic conditions facing the County. The following functions are responsible for the majority of the variance: public safety($3.9 million), general government($1.8 million)and culture and recreation($0.7 million). • $2.3 million was unspent by Mass Transit regarding the purchase of new buses because the federal grant that they received was lower than originally anticipated. • $1.9 million is due to lower than anticipated payments needing to be made in pension related payments. With each department increasing efforts to control costs, overtime was also closely monitored and the corresponding pension expenditures were not incurred. • $2.5 million is due to the fact that the increase in health premiums for employees' was lower than originally anticipated. CAPITAL ASSET AND DEBT ADMINISTRATION Capital assets. The County's investment in capital assets for its governmental and business-type activities as of June 30, 2012 amounts to$918.4 million(net of accumulated depreciation). This investment in capital assets includes land and improvements, buildings and improvements, equipment,easements, and infrastructure assets,which consists of primarily roads and bridges. The total increase in the County's investment in capital assets for the current fiscal year was 10 percent. Major capital asset events during the current fiscal year included the following: • Construction continued on the Ane Keohokalole Highway; construction in progress as of the end of the current fiscal year increased by$13.3 million to reach a total of$28.9 million, which was transferred to Infrastructure. • Construction continued on the Kaloko Housing Project and related wastewater treatment plant; construction in progress as of the end of the current fiscal year for both projects increased by$5.0 million to reach a total of$14.0 million, of which the portions relating to the completed phases were transferred to Building and Improvements. • Construction continued on the Honokaa large capacity cesspool project, construction in progress as of the end of the current fiscal year increased by$3.9 million to reach a total of $4.9 million. • Construction continued on the Makalei Fire Station; construction in progress as of the end of the current fiscal year had increased by$5.4 million to reach a total of$6.1 million. • Construction continued on the Panaewa Park New Covered Play Courts; construction in progress as of the end of the current fiscal year had reached$2.4 million, which was transferred to Buildings and Improvements. • Construction began on the Hawaiian Ocean View Estates(H.O.V.E.)Water Facilities Project; construction in progress as of the end of the current fiscal year had reached$6.0 million, which was transferred to Buildings and Improvements. • $31.8 million of dedicated roads were received by the County in the current fiscal year. • $6.3 million of sewer systems were dedicated to the County in the current fiscal year. - 23 - Capital Assets (net of depreciation) June 30,2012 and 2011 Primary Government Governmental Activities Business-type Activities Total 2012 2011 2012 2011 2012 2011 Land and improvements $129,569,750 $107,682,068 $ 753,877 $ 753,877 $130,323,627 $108,435,945 Infrastructure assets 246,938,042 204,755,865 - - 246,938,042 204,755,865 *I Ground and site improvements - - 67,580 71,334 67,580 71,334 Buildings and improvements 455,481,924 387,259,565 329,730 354,345 455,811,654 387,613,910 Easements 3,232,428 1,649,304 - - 3,232,428 1,649,304 Equipment 50,089,791 52,130,844 15,967 13,642 50,105,758 52,144,486 Construction work in progress 31,937,409 83,196,457 - - 31,937,409 83,196,457 Total $917,249,344 $836,674,103 $1,167,154 $1,193,198 $918,416,498 $837,867,301 Additional information on the County's capital assets can be found in note 6 to the basic financial statements. Long-term debt. Long-term debt is primarily comprised of bonds of$281.8 million, State MIOXR Revolving Fund loans of$29.1 million and general obligation bond anticipation notes of$33.0 million. At the end of the current fiscal year,the County had total bonded debt outstanding of $281.8 million. This entire amount was comprised of general obligation bonds which are backed by the full faith and credit of the County. The County's total bonded debt decreased by$19.8 million(6.6 percent)during the current fiscal year due to regularly scheduled principal payments. At the end of the fiscal year, the County maintained its"AA-"rating from Standard&Poor's and Fitch and"Aa2"rating from Moody's for general obligation debt. "• State statutes limit the amount of general obligation debt the County may issue up to 15 percent of the total assessed value of all county real property as established for tax purposes on the last Ng. tax assessment rolls. The current debt limitation for the County is $3.7 billion,which is in excess of the County's outstanding general obligation debt. Currently the County's outstanding debt represents 8 percent of our debt limitation. 4 ; At the end of the current fiscal year,the County also had notes payable to the U.S. Department of Agriculture, Farmers Home Administration amounting to $0.9 million. Additional information on the County's long-term debt can be found in note 10 to the basic financial statements. ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS AND RATES • The unemployment rate for the County for the current fiscal year is at 9.2 percent,which represents a slight decline from last year's rate for the same period of 9.5 percent. • The number of visitors to the County for the current fiscal year was 1,371,073,which represents a 4 percent increase from the previous year's count of 1,322,289. More importantly, spending growth for this sector has been even stronger than the actual arrivals. - 24 - • Astronomy continues to be a major factor in the success of the County's economy with an estimated nearly 500 new jobs opening up through 2023 to meet the needs of the current observatories and the creation of new jobs with the development of the Thirty Meter Telescope(TMT)by the TMT Observatory Corporation. The development of the TMT atop Mauna Kea is progressing as it is in its final stages of approval. It is projected that construction will span over nine years resulting in 300 construction jobs and 140 full- time permanent jobs with an annual estimated budget of$26 million. The current annual operating cost of the observatories that sit atop Mauna Kea is approximately$75.3 million,which includes the employment of over 500 county based workers. • The construction industry continues to serve as the lagging sector of the economy but there are recent signs that this may change soon. Although, construction jobs remain below that of peak times,private building permits which serve as a better indicator of the future shows encouraging results. • Several industries in the County will reap the benefits from UH-Hilo's June groundbreaking for Phase I of the University Village Student Housing Project. At an estimated$32 million,the project will house just over 300 students and sit on a 33 acre parcel fronting the University main entrance. • The County's agriculture sector generally offers a positive economic view this year, which is most evident in the macadamia and coffee production. In West Hawaii,the forecasted nut production is expected to increase by about 15%with levels in East Hawaii remaining the same as last year. Prices overall are anticipated to remain consistently strong at levels comparable to last year or possibly even higher. Coffee production on the island overall is expected to increase by 10% and prices are expected to remain stable. These factors were considered in preparing the County's budget for the 2013 fiscal year. At the end of the current fiscal year, unrestricted fund balance in the general fund was $41.7 million. The County has appropriated$18.0 million of this amount for spending in the 2013 fiscal year budget and it is included in the assigned portion of the fund balance. REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the County's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional information should be addressed to the Director of Finance, County of Hawai`i, 25 Aupuni Street, Suite 2103,Hilo, Hawai`i 96720. - 25 - OP per, or10# This page intentionally left blank. "* orp WON - 26 - BASIC FINANCIAL STATEMENTS - 27 - Vi Pi COUNTY OF HAWAII L.,,, Statement of Net Assets June 30,2012 oo, Primary Government Governmental Business-type Component oo> Activities Activities Total Unit Assets o Current assets: Cash and cash equivalents(notes 3 and 14) $ 80,442,824 $ 391,951 $ 80,834,775 $ 18,845,331 Restricted cash and cash equivalents(note 3) 50,693,240 37,914 50,731,154 - Investments(notes 3 and 14) 9,160,002 401,080 9,561,082 5,935,775 Restricted investments(note 3) 23,325,561 - 23,325,561 - Receivables,net(note 4) 49,326,271 4,856 49,331,127 7,420,277 44 Receivable from improvement district (notes 4 and 10) 61,168 - 61,168 - Internal balances(note 5) 1,350 (1,350) - - Inventories 3,304,551 - 3,304,551 1,103,258 Prepaid expenses - 1,621 1,621 155,049 Other 762,868 - 762,868 - Total current assets 217,077,835 836,072 217,913,907 33,459,690 wr- Investments(note 3) 6,452,722 - 6,452,722 - ow Restricted investments(notes 3 and 14) 25,815,511 - 25,815,511 5,349,930 Restricted cash and cash equivalents(note 3) - 200,015 200,015 - "` Receivable from improvement district, excluding WO current portion(notes 4 and 10) 2,729,358 - 2,729,358 - Deferred charges - - - 3,125,475 Capital assets(notes 6, 8 and 14): PIP Utility plant in service,net - - - 219,014,522 Infrastructure assets,net 246,938,042 - 246,938,042 - o.' Ground and site improvements,net - 67,580 67,580 - or Buildings and improvements,net 455,481,924 329,730 455,811,654 - Equipment,net 50,089,791 15,967 50,105,758 - "' Easements,net 3,232,428 - 3,232,428 - Construction work in progress 31,937,409 - 31,937,409 46,237,024 Land and improvements 129,569,750 753,877 130,323,627 3,570,659 Total capital assets,net 917,249,344 1,167,154 918,416,498 268,822,205 Total noncurrent assets 952,246,935 1,367,169 953,614,104 277,297,610 Total assets 1,169,324,770 2,203,241 1,171,528,011 310,757,300 (Continued) -28 - — COUNTY OF HAWAII Statement of Net Assets June 30,2012 (Concluded) Primary Government Governmental Business-type Component Activities Activities Total Unit Liabilities Current liabilities: Accounts payable and accrued liabilities $ 15,423,389 $ 391,571 $ 15,814,960 $ 3,832,912 Accrued payroll 7,678,607 - 7,678,607 1,050,040 Deferred revenue(note 7) 2,503,918 3,450 2,507,368 - Interest due on long-term debt 6,038,265 - 6,038,265 1,079,222 Bonds and loans payable,current portion net (notes 10 and 14) 57,381,678 35,443 57,417,121 7,757,218 Compensated absences,current portion(note 10) 7,835,700 - 7,835,700 426,626 Claims and judgments,current portion (notes 10, 12 and 14) 2,317,306 - 2,317,306 34,897 Capital leases,current portion(notes 8 and 10) 1,349,916 - 1,349,916 - Landfill costs payable,current portion (notes 9 and 10) 200,757 - 200,757 - Customers'deposits - - - 577,870 Other 16,780,136 - 16,780,136 - Total current liabilities 117,509,672 430,464 117,940,136 14,758,785 Noncurrent liabilities: Bonds and loans payable,net (notes 10 and 14) 290,837,497 815,863 291,653,360 53,289,576 Compensated absences(note 10) 24,744,879 - 24,744,879 1,153,470 Claims and judgments(notes 10, 12 and 14) 8,129,801 - 8,129,801 121,103 Capital leases(notes 8 and 10) 2,453,702 - 2,453,702 - Landfill costs payable(notes 9 and 10) 21,223,243 - 21,223,243 - Deferred revenue - - - 1,583,953 Customers'deposits - - - 15,596,808 Other(note 13) 22,340,332 - 22,340,332 - Total noncurrent liabilities 369,729,454 815,863 370,545,317 71,744,910 Total liabilities 487,239,126 1,246,327 488,485,453 86,503,695 Net Assets Invested in capital assets,net of related debt 594,384,524 315,848 594,700,372 213,125,341 Restricted for: Capital projects 1,004,694 - 1,004,694 - Debt service(note 10) 26,152,909 185,148 26,338,057 - Highways,streets and abandoned vehicles 16,597,972 - 16,597,972 - Public access open space 2,518,242 - 2,518,242 - Other 2,086,406 - 2,086,406 - Unrestricted 39,340,897 455,918 39,796,815 11,128,264 Total net assets $ 682,085,644 $ 956,914 $ 683,042,558 $224,253,605 See accompanying notes to the basic financial statements. -29- AIRt COUNTY OF HAWAII Statement of Activities For the Fiscal Year Ended June 30,2012 R,RIM Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Primary government: " ` Governmental activities: General government $ 56,115,599 $ 2,306,855 $ 3,669,761 $ 7,692,048 Public safety 152,288,979 5,136,278 19,056,602 3,840,122 Highways and streets 42,462,299 10,544,711 2,193,469 56,283,086 Health,education and welfare 28,127,691 454,913 19,769,528 1,840,873 Culture and recreation 23,412,948 1,601,195 107,539 2,182,876 Sanitation 35,049,546 14,831,846 970,756 14,915,028 Interest on long-term debt 14,519,382 - - - Total governmental activities 351,976,444 34,875,798 45,767,655 86,754,033 Business-type activities: Health,education and welfare 517,052 393,464 131,227 - Total primary government $ 352,493,496 $ 35,269,262 $ 45,898,882 $ 86,754,033 ®III Component unit: Water(note 14) $ 52,105,064 $ 47,514,463 $ - $ 3,162,508 General revenues: Taxes: Property taxes,levied for general purposes Public service company taxes Public utility franchise taxes Fuel taxes RI* Grants and contributions not restricted to specific programs Investment earnings Other Total general revenues Change in net assets Net assets,beginning of year Net assets,end of year See accompanying notes to the basic financial statements. -30 - Net(Expense)Revenue and Changes in Net Assets Primary Government Governmental Business-type Component Activities Activities Total Unit $ (42,446,935) $ - $(42,446,935) $ - (124,255,977) - (124,255,977) - 26,558,967 - 26,558,967 - (6,062,377) - (6,062,377) - (19,521,338) - (19,521,338) - (4,331,916) - (4,331,916) - (14,519,382) - (14,519,382) - (184,578,958) - (184,578,958) - - 7,639 7,639 - (184,578,958) 7,639 (184,571,319) - - - - (1,428,093) 209,894,427 - 209,894,427 - 9,896,715 - 9,896,715 - 11,065,112 - 11,065,112 - 8,293,200 - 8,293,200 - 19,074,105 - 19,074,105 - 230,804 5,641 236,445 226,785 1,773,258 - 1,773,258 - 260,227,621 5,641 260,233,262 226,785 75,648,663 13,280 75,661,943 (1,201,308) 606,436,981 943,634 607,380,615 225,454,913 $ 682,085,644 $ 956,914 $683,042,558 $ 224,253,605 -31 - tor COUNTY OF HAWAII „e Governmental mit Balance Sheet ww June 30,2012 Mei Other Total Capital Governmental Governmental AM General Projects Funds Funds Assets ,.; Cash and cash equivalents(note 3) $35,865,540 $26,265,902 $ 69,004,622 $131,136,064 kit Investments(note 3) 12,212,724 49,141,072 3,400,000 64,753,796 Receivables,net(note 4) 24,792,447 1,025,077 2,652,678 28,470,202 Due from other governmental funds(note 5) 1,065,980 - 210,918 1,276,898 lot Due from other nongovernmental funds(note 5) - - 1,350 1,350 Receivables from other governments(note 4) 9,837,366 10,042,009 976,694 20,856,069 Inventories 3,304,551 - - 3,304,551 Other 103,757 - 659,111 762,868 Total assets $ 87,182,365 $ 86,474,060 $ 76,905.373 $250,561,798 d. Liabilities and Fund Balances Liabilities: k" Accounts payable $ 2,311,882 $ 9,655,769 $ 3,455,738 $ 15,423,389 Accrued payroll 6,667,776 - 1,010,831 7,678,607 Due to other governmental funds(note 5) 62,859 699,554 514,485 1,276,898 Deferred revenue(note 7) 26,343,809 940,558 2,749,932 30,034,299 rx Bond anticipation note payable(note 10) - 33,000,000 - 33,000,000 Other 3,069,085 12,629,409 1,081,642 16,780,136 N ` Total liabilities 38,455,411 56,925,290 8,812,628 104,193,329 4' Fund balances: Nonspendable: Inventory 3,304,551 - - 3,304,551 °` Restricted for: Debt service(note 10) - - 26,152,909 26,152,909 Highways,streets and abandoned vehicles - 16,282,701 16,597,972 32,880,673 Piro Public access open space 2,518,242 - - 2,518,242 „. Other 1,175,716 11,089,440 910,690 13,175,846 Committed to: ,b,,, Budget stabilization 4,883,803 - - 4,883,803 Disaster and emergencies 4,944,925 - - 4,944,925 Lower Puna area - - 3,448,283 3,448,283 Rental assistance and subsidy - - 4,332,253 4,332,253 Sanitation - - 13,555,472 13,555,472 Self insurance 1,282,117 - - 1,282,117 ,; Highways,streets and abandoned vehicles - 2,873,725 2,722,286 5,596,011 Parks and recreational projects - 3,923,963 86,785 4,010,748 Zoning change impact mitigation(fair share) - 2,995,486 - 2,995,486 ON Other 600,030 2,641,772 286,095 3,527,897 Assigned to: Subsequent year's budget 18,003,150 - - 18,003,150 Other 3,837,693 - - 3,837,693 Unassigned 8,176,727 (10,258,317) - (2,081,590) Total fund balances 48,726,954 29,548,770 68,092,745 146,368,469 .„ Total liabilities and fund balances $ 87,182,365 $ 86,474,060 $ 76,905,373 $250,561,798 See accompanying notes to the basic financial statements. -32 - ,," COUNTY OF HAWAII Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Assets June 30,2012 Total fund balances-governmental funds $ 146,368,469 Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. These assets consist of: Land and improvements 129,569,750 Infrastructure assets,net 246,938,042 Buildings and improvements,net 455,481,924 Equipment,net 50,089,791 Easements,net 3,232,428 Construction work in progress 31,937,409 Total capital assets 917,249,344 Some of the County's revenues will be collected after year-end but are not available soon enough to pay for the current period's expenditures and therefore are deferred(unearned)in the funds. (note 7) 27,530,381 Some liabilities are not due and payable in the current period and therefore are not reported in the funds. Those liabilities consist of: Bonds and loans payable,net of receivable from improvement district (312,428,649) Interest on long-term debt (6,038,265) Capital leases (3,803,618) Compensated absences (32,580,579) Claims and judgments (10,447,107) Landfill costs payable (21,424,000) Other Postemployment Benefit Obligation(OPEB) (22,340,332) Total long-term liabilities (409,062,550) Net assets of governmental activities $682,085,644 See accompanying notes to the basic financial statements. - 33 - MT COUNTY OF HAWAII Governmental Funds 4. Statement of Revenues,Expenditures,and Changes in Fund Balances .11# For the Fiscal Year Ended June 30,2012 Other Total ow Capital Governmental Governmental General Projects Funds Funds Revenues .. Property taxes $208,230,486 $ - $ - $208,230,486 Public service company taxes 9,896,715 - - 9,896,715 Fuel taxes - - 8,293,200 8,293,200 ,, Public utility franchise taxes - - 11,065,112 11,065,112 Licenses and permits 6,329,639 - 9,459,964 15,789,603 Intergovernmental 51,582,697 29,968,100 19,316,545 100,867,342 Charges for services 2,950,352 - 13,934,994 16,885,346 Investment earnings 242,352 155,445 7,962 405,759 Other 1,912,465 473,198 1,815,815 4,201,478 Total revenues 281,144,706 30,596,743 63,893,592 375,635,041 Expenditures Current: General government 34,820,684 - 267,094 35,087,778 Public safety 98,584,723 - 5,938,867 104,523,590 Highways and streets 2,797,464 - 14,540,212 17,337,676 Health,education and welfare 6,755,112 - 16,993,666 23,748,778 Culture and recreation 15,906,268 - 856,367 16,762,635 Sanitation 970,292 - 28,540,492 29,510,784 Pension and retirement contributions(note 13) 23,843,236 - 3,929,449 27,772,685 Employees'health insurance 23,772,419 - 2,129,549 25,901,968 Other 3,040,601 - 1,142,732 4,183,333 Debt service: Principal 225,817 - 24,608,315 24,834,132 Interest 29,325 85,005 14,917,538 15,031,868 Capital outlay 11,572,257 59,211,493 436,576 71,220,326 Total expenditures 222,318,198 59,296,498 114,300,857 395,915,553 Excess(deficiency)of revenues over(under)expenditures 58,826,508 (28,699,755) (50,407,265) (20,280,512) (Continued) -34- ,,. .,y COUNTY OF HAWAII Governmental Funds Statement of Revenues,Expenditures,and Changes in Fund Balances For the Fiscal Year Ended June 30,2012 (Concluded) Other Total Capital Governmental Governmental General Projects Funds Funds Other Financing Sources(Uses) Sale of assets $ 152,702 $ - $ - $ 152,702 Increase in capital leases(notes 8 and 10) 927,591 - 1,593,418 2,521,009 State Revolving Fund loans(note 10) - 4,568,756 - 4,568,756 Transfers in(note 5) - 3,663,467 56,307,187 59,970,654 Transfers out(note 5) (56,307,187) - (3,663,467) (59,970,654) Total other fmancing sources(uses) (55,226,894) 8,232,223 54,237,138 7,242,467 Net change in fund balances 3,599,614 (20,467,532) 3,829,873 (13,038,045) Fund balances at beginning of year 44,658,150 50,016,302 64,262,872 158,937,324 Increase in reserve for inventories 469,190 - - 469,190 Fund balances at end of year $ 48,726,954 $29,548,770 $68,092,745 $146,368,469 See accompanying notes to the basic financial statements. -35 - COUNTY OF HAWAII Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended June 30,2012 Net change in fund balances-total governmental funds $ (13,038,045) Amounts reported for governmental activities in the statement of activities are different because: ° Capital outlays are reported as expenditures in governmental funds. However,in the statement of activities,the cost of capital assets is allocated over their estimated useful lives as depreciation expense. In the current period,these amounts are: Capital outlay 70,373,656 Dedicated and contributed property 42,045,951 Depreciation expense and loss on disposals (31,844,366) Excess of capital outlay over depreciation expense 80,575,241 Borrowings provide current financial resources to governmental funds; however,issuing debt increases long-term liabilities in the statement of net assets. In the current period,proceeds were received from: State Revolving Fund loans (4,568,756) Capital leases (2,521,009) Total debt proceeds (7,089,765) Repayment of long-term debt is reported as an expenditure in governmental funds,but the repayment reduces long-term liabilities in the statement of net assets. In the current year,these amounts consist of: Bond principal retirement 19,434,340 State Revolving Fund loan repayments/forgiveness 12,073,394 Capital lease payments 1,774,473 Total long-term debt repayment 33,282,207 Because some revenues will not be collected for several months after the County's fiscal year end,they are not considered"available"revenues and are"deferred" in the governmental funds. Unearned revenues increased by this amount this year. 2,092,126 (Continued) -36- COUNTY OF HAWAII Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended June 30,2012 (Concluded) Some items reported in the statement of activities do not involve current fmancial resources and therefore are not reported as expenditures in governmental funds. These activities are: Increase in inventories $ 469,190 Increase in Other Postemployment Benefit Obligation(OPEB) (22,461,100) Decrease in compensated absences 1,271,293 Decrease in claims and judgments 450,030 Increase in landfill closure/postclosure care costs (415,000) Amortization of premium from bond issuance 384,171 Amortization of deferred amount on refunding of bonds (248,721) Net decrease in accrued interest 377,036 Net additional expenses (20,173,101) Change in net assets of governmental activities $ 75,648,663 See accompanying notes to the basic financial statements. -37- vw COUNTY OF HAWAII No General Fund O Statement of Revenues,Expenditures,and Changes in Fund Balance- "" Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) ..«. Revenues: Taxes and assessments: Property taxes $ 207,300,000 $ 207,400,000 $208,230,486 $ 830,486 Public service company taxes 9,100,000 9,100,000 9,896,715 796,715 Total taxes and assessments 216,400,000 216,500,000 218,127,201 1,627,201 Licenses and permits: Nonbusiness licenses and permits 3,018,689 3,018,689 3,224,716 206,027 Business licenses 1,516,743 1,516,743 1,598,196 81,453 Street use 1,480,000 1,480,000 1,506,727 26,727 Total licenses and permits 6,015,432 6,015,432 6,329,639 314,207 Intergovernmental: Federal: Programs for the aged 2,313,614 2,343,614 1,647,440 (696,174) Community development block grants - 2,520,236 2,520,236 - HOME program grant - 2,925,000 2,925,000 - Law enforcement 1,596,500 3,982,438 3,430,234 (552,204) Other 4,282,452 6,436,917 3,358,239 (3,078,678) Total federal 8,192,566 18,208,205 13,881,149 (4,327,056) State: State General Fund-Act 185, SLH 1990 17,298,000 17,298,000 18,686,406 1,388,406 Emergency medical services 14,358,592 14,374,308 14,374,308 - Other 6,701,357 7,047,601 4,651,076 (2,396,525) Total State 38,357,949 38,719,909 37,711,790 (1,008,119) Total intergovernmental revenue 46,550,515 56,928,114 51,592,939 (5,335,175) Charges for services: General government 4,948,025 4,948,025 5,689,615 741,590 RAP Culture and recreation 1,061,400 1,061,400 869,145 (192,255) Highways and streets 919,050 919,050 774,680 (144,370) — Public safety 94,000 94,000 111,201 17,201 Total charges for services 7,022,475 7,022,475 7,444,641 422,166 Fines and forfeitures 1,388,500 1,388,500 872,118 (516,382) Rents 190,545 190,545 150,887 (39,658) V (Continued) yr -38 - ot, COUNTY OF HAWAII General Fund Statement of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues(continued): Interest and penalties $ 517,820 $ 517,820 $ 226,833 $ (290,987) Miscellaneous 5,104,818 5,396,200 5,262,878 (133,322) Total revenues 283,190,105 293,959,086 290,007,136 (3,951,950) Expenditures: Current: General government: Finance 10,122,771 10,379,124 8,687,482 1,691,642 General government building 5,035,294 5,028,994 4,252,670 776,324 Legislative 2,920,450 3,270,450 3,141,691 128,759 Automotive equipment 5,630,649 5,628,549 4,816,928 811,621 Law 2,587,458 2,587,458 2,265,566 321,892 Research and development 3,229,731 3,271,594 3,079,864 191,730 Planning and zoning 2,739,337 2,754,750 2,481,912 272,838 Mayor's office 1,274,491 1,413,115 1,134,728 278,387 Engineering 1,185,333 1,187,433 1,108,919 78,514 Information technology 1,476,741 1,476,741 1,222,804 253,937 Human resources 1,722,935 1,732,877 1,551,755 181,122 Public works administration 1,253,203 1,263,103 1,196,045 67,058 Elections 775,638 775,638 619,280 156,358 Legislative auditor 841,102 766,102 602,385 163,717 Total general government 40,795,133 41,535,928 36,162,029 5,373,899 Public safety: Police department 52,140,405 53,897,623 49,256,137 4,641,486 Fire department 35,792,795 36,058,013 33,889,836 2,168,177 Prosecuting attorney 7,305,990 7,954,876 6,704,376 1,250,500 Protective inspection 1,919,138 1,915,538 1,751,891 163,647 Liquor control 1,469,143 1,504,143 1,185,892 318,251 Flood control 437,440 437,440 421,945 15,495 Civil defense agency 1,635,088 1,635,088 1,162,783 472,305 Animal control 1,982,500 1,982,500 1,982,500 - Total public safety 102,682,499 105,385,221 96,355,360 9,029,861 Highways and streets: Mass transit 3,933,565 5,719,878 3,008,677 2,711,201 (Continued) -39 - MO COUNTY OF HAWAII .. General Fund Statement of Revenues,Expenditures,and Changes in Fund Balance- ** Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 .w« Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Expenditures(continued): Current(continued): Health,education and welfare: Elderly activities $ 3,423,535 $ 3,473,535 $ 3,053,173 $ 420,362 - Office of aging 2,826,076 2,904,320 2,220,474 683,846 lum Education 58,500 58,500 50,417 8,083 Social programs 1,500,000 1,500,000 1,500,000 - Cemeteries 365,297 360,617 324,233 36,384 Physical examination 128,249 128,249 123,285 4,964 Total health,education and welfare 8,301,657 8,425,221 7,271,582 1,153,639 p Culture and recreation: --. Community music 263,726 260,726 197,723 63,003 Organized recreation: Maintenance 6,790,279 6,955,799 6,702,039 253,760 ima; Recreation 2,254,537 2,254,537 2,205,633 48,904 Aquatics 2,297,694 2,298,783 2,093,437 205,346 Hoolulu park complex 1,011,393 1,039,893 959,526 80,367 .yet Administration 2,148,238 1,927,738 1,708,279 219,459 Children's zoo 637,682 648,842 609,276 39,566 Summer/Intersession 520,528 520,528 339,685 180,843 Culture and arts 222,001 225,001 203,733 21,268 Elderly activities administration 536,321 536,321 445,157 91,164 Total culture and recreation 16,682,399 16,668,168 15,464,488 1,203,680 Sanitation: Environmental management 965,358 965,358 935,012 30,346 Pension and retirement contributions 24,517,127 24,517,127 22,598,082 1,919,045 Employees'health insurance 25,871,043 25,871,043 23,347,082 2,523,961 Other postemployment benefits 30,000 30,000 - 30,000 Other 4,696,022 4,668,085 2,341,641 2,326,444 Total current 228,474,803 233,786,029 207,483,953 26,302,076 "" (Continued) -40- COUNTY OF HAWAII General Fund Statement of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 (Concluded) Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Expenditures(continued): Capital Outlay: Community Development Block grants(HUD) $ - $ 2,595,236 $ 2,595,236 $ - HOME Program - 2,992,519 2,992,519 - Total capital outlay - 5,587,755 5,587,755 - Total expenditures 228,474,803 239,373,784 213,071,708 26,302,076 Excess of revenues over expenditures 54,715,302 54,585,302 76,935,428 22,350,126 Other financing sources(uses): Transfers in: Disaster/Emergency Fund - 200,000 200,000 - Transfers out: Housing Fund (838,384) (838,384) (838,384) - Solid Waste Fund (18,158,708) (18,158,708) (18,158,708) - Golf Course Fund (315,666) (315,666) (315,666) - Sewer Connection Loan Fund (50,000) (50,000) (50,000) - Sewer Loan Fund (50,000) (50,000) (50,000) - Self Insurance Fund (1,000,000) (1,000,000) (1,000,000) - Disaster/Emergency Fund (100,000) (100,000) (100,000) - Public Access,Open Space,and Natural Resources Preservation Fund (4,146,000) (4,246,000) (4,164,610) 81,390 Budget Stabilization Fund (2,777,397) (2,777,397) (2,777,397) - Debt Service Fund (41,215,147) (41,215,147) (41,215,147) - Total transfers out (68,651,302) (68,751,302) (68,669,912) 81,390 Total other financing uses (68,651,302) (68,551,302) (68,469,912) 81,390 Excess(deficiency)of revenues and other sources over(under)expenditures and other uses (13,936,000) (13,966,000) 8,465,516 22,431,516 Fund balance at beginning of year 44,658,150 44,658,150 44,658,150 - Fund balance at end of year $ 30,722,150 $ 30,692,150 $ 53,123,666 $22,431,516 See accompanying notes to the basic financial statements. -41 - PP COUNTY OF HAWAII ,.. Proprietary Funds Statement of Net Assets PPP June 30,2012 Business-type Activities- Enterprise Funds intor Kulaimano Ouli Ekahi Elderly Affordable Housing Housing �.. Project Project Total Assets """' Current assets: sok Cash and cash equivalents(note 3) $ 167,168 $ 224,633 $ 391,801 Restricted cash and cash equivalents(note 3) 12,120 25,794 37,914 Investments(note 3) 401,080 - 401,080 INOP Imprest fund(note 3) 50 100 150 Receivables,net(note 4) 977 3,879 4,856 ter, Prepaid expenses 1,621 - 1,621 PP Total current assets 583,016 254,406 837,422 Noncurrent assets: Restricted cash and cash equivalents(note 3) 185,148 14,867 200,015 Capital assets(note 6): 0 Land and site improvements 511,000 503,877 1,014,877 Buildings and equipment 1,239,032 - 1,239,032 Less accumulated depreciation (1,086,755) - (1,086,755) ■R Total capital assets 663,277 503,877 1,167,154 . Total noncurrent assets 848,425 518,744 1,367,169 Total assets 1,431,441 773,150 2,204,591 '"o' Liabilities , Current liabilities: Accounts payable 3,431 343,891 347,322 " Internal balances(note 5) 1,350 - 1,350 Due to developer - 7,729 7,729 Security deposits payable from restricted assets 12,120 24,400 36,520 "" Deferred revenue(note 7) 1,456 1,994 3,450 Notes payable,current portion(note 10) 35,443 - 35,443 Total current liabilities 53,800 378,014 431,814 IPP Noncurrent liabilities: Notes payable(note 10) 815,863 - 815,863 Total liabilities 869,663 378,014 1,247,677 0* Net Assets Invested in capital assets,net of related debt (188,029) 503,877 315,848 Restricted for debt service 185,148 - 185,148 • Unrestricted 564,659 (108,741) 455,918 Total net assets $ 561,778 $ 395,136 $ 956,914 See accompanying notes to the basic financial statements. 0.3 -42 - ow ma=r. COUNTY OF HAWAII Proprietary Funds Statement of Revenues,Expenses,and Changes in Fund Net Assets For the Fiscal Year Ended June 30,2012 Business-type Activities- Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total Operating revenues: Rental receipts from tenants $ 116,263 $ 270,362 $ 386,625 Rental subsidy from federal government-HUD 131,227 - 131,227 Laundry receipts 3,195 - 3,195 Other - 3,644 3,644 Total operating revenues 250,685 274,006 524,691 Operating expenses: Utilities 40,941 48,096 89,037 General and administration 91,015 105,486 196,501 Maintenance and repairs 52,512 56,354 108,866 Lease expense - 28,755 28,755 Depreciation(note 6) 32,907 - 32,907 Total operating expenses 217,375 238,691 456,066 Operating income 33,310 35,315 68,625 Nonoperating revenues(expenses): Investment income(loss) 5,644 (3) 5,641 Interest expense (60,986) - (60,986) Total nonoperating expenses (55,342) (3) (55,345) Change in net assets (22,032) 35,312 13,280 Net assets,beginning of year 583,810 359,824 943,634 Net assets,end of year $ 561,778 $ 395,136 $ 956,914 See accompanying notes to the basic financial statements. -43 - COUNTY OF HAWAII Proprietary Funds Statement of Cash Flows For the Fiscal Year Ended June 30,2012 Business-type Activities- Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total Cash Flows from Operating Activities Receipts from tenants $ 118,335 $ 273,437 $ 391,772 Receipts from federal government-HUD 131,227 - 131,227 Payments to suppliers for goods and services (186,196) (268,000) (454,196) Net cash provided by operating activities 63,366 5,437 68,803 Cash Flows from Capital and Related Financing Activities ,,, Principal paid on notes payable (32,926) - (32,926) Interest paid on notes payable (60,986) - (60,986) Purchase of capital assets (6,863) - (6,863) ., Net cash used in capital and related fmancing activities (100,775) - (100,775) Cash Flows from Investing Activities Proceeds from maturities of investments 200,000 - 200,000 r Interest on investments 4,896 (3) 4,893 Net cash provided by(used in)investing activities 204,896 (3) 204,893 Net increase in cash and cash equivalents 167,487 5,434 172,921 I' Cash and cash equivalents at beginning of year(including restricted cash and cash equivalents) 196,999 259,960 456,959 Cash and cash equivalents at end of year(including restricted cash and cash equivalents) $ 364,486 $ 265,394 $ 629,880 Reconciliation of Operating Income to Net Cash "" Provided by Operating Activities Operating income $ 33,310 $ 35,315 $ 68,625 Adjustments to reconcile operating income to net cash provided by operating activities: .,; Depreciation expense 32,907 - 32,907 VW Change in assets and liabilities: Receivables,net 478 (3,804) (3,326) ,_ Prepaid expenses (21) - (21) Accounts and other payables (1,449) (26,774) (28,223) tat. Deferred revenue (1,859) 700 (1,159) 4 Net cash provided by operating activities $ 63,366 $ 5,437 $ 68,803 Supplemental disclosure of cash flow information-Interest paid $ 60,986 $ - $ 60,986 Noncash investing,capital and financing activities: Net increase in fair value of investments $ 1,080 $ - $ 1,080 See accompanying notes to the basic financial statements. -44 - OW 4.4 COUNTY OF HAWAII Fiduciary Funds Statement of Fiduciary Net Assets June 30,2012 Private- Purpose Agency Trusts Funds Assets Cash and cash equivalents(note 3) $ 3,716,617 $ 3,496,791 Investments(note 3) 1,208,703 1,458,449 Receivables: Due from other agency funds - 2,246 Other receivables - 34,293 Total receivables - 36,539 Total assets 4,925,320 $ 4,991,779 Liabilities Due to other agency funds - 2,246 Accrued liabilities - 2,694,125 Advances payable - 534,805 Assets held for the benefit of improvement districts - 1,760,603 Total liabilities - $ 4,991,779 Net Assets Held in trust for other parties 4,925,320 Total net assets $ 4,925,320 See accompanying notes to the basic financial statements. -45 - COUNTY OF HAWAII Fiduciary Funds Statement of Changes in Fiduciary Net Assets V. For the Fiscal Year Ended June 30,2012 Private- Purpose Trusts Additions x' Contributions: Puna Geothermal Venture $ 50,000 Investment earnings: Net increase in fair value of investments 169,833 Dividends 55,919 Interest 2,930 Total additions 278,682 Deductions Grant payments 120,609 Total deductions 120,609 Change in net assets 158,073 Net assets,beginning of year 4,767,247 Net assets,end of year $ 4,925,320 See accompanying notes to the basic financial statements. w», ia*t @NSF Ae' 3ti 10 'P arx� -46 - .iP COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 The accounting policies of the County of Hawai`i(the County)conform to U.S. generally accepted accounting principles(GAAP)as applicable to local governmental units. The following notes to the basic financial statements are an integral part of the County's Comprehensive Annual Financial Report(CAFR). 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The Financial Reporting Entity The County has implemented Governmental Accounting Standards Board Statement No. 14, The Financial Reporting Entity(GASB Statement No. 14)and Statement No. 39, Determining Whether Certain Organizations Are Component Units(GASB Statement No. 39). All organizations, activities or functions that meet the criteria in GASB Statement No. 14 and No. 39 for inclusion in the reporting entity are included in the County's basic financial statements. Primary Government The County operates under the Mayor-Council form of government under a charter that became effective on January 2, 1969, and was amended in 1979, 1982, 1990 and 2000. The County's operations are organized by the following functions: general government; public safety; highways and streets; sanitation;health, education and welfare; culture and recreation;pension and retirement contributions; health fund; miscellaneous; capital outlay; and debt service. The State of Hawai`i(the State)assumes full responsibility for several major functions usually performed by local governments, including education, welfare,health and judicial functions. There are no separate city, county or township governments nor any school districts, special districts, authorities or public corporations with overlapping authority. GASB Statement No. 14 defines component units as legally separate organizations for which the elected officials of the primary government are financially accountable. "Financial accountability" is the level of accountability that exists if a primary government appoints a voting majority of an organization's governing board and is either able to impose its will on that organization or there is a potential for the organization to provide specific financial benefits to, or impose specific financial burdens on,the primary government. A primary government has the ability to impose its will on an organization if it can significantly influence the programs, projects, activities or level of services performed or provided by the organization. An organization has a financial benefit or burden relationship with the primary government if any one of three conditions exist: (1)The primary government is legally entitled to or can otherwise access the organization's resources; (2)The primary government is legally obligated or has otherwise assumed the obligation to finance the deficits of, or provide financial support to,the organization; or(3)The primary government is obligated in some manner for the debt of the organization. - 47 - 4s COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 t As required by GAAP as set forth in GASB Statement No. 14 and No. 39,these basic financial statements present the County of Hawaii(the primary government)and its component unit,the Department of Water Supply(the Department). This component unit is included in the County's reporting entity because of its financial relationship with the County. Discretely Presented Component Unit The component unit column in the basic financial statements includes the financial data of the Department,a legally independent agency of the County that is accounted for as an enterprise fund. It is reported in a separate column to emphasize that it is legally separate from the County. The members of the Water Commission,the governing body of the Department,are appointed by the Mayor of the County and confirmed by the County Council. The Department is granted corporate powers by state statute and the County Charter. Although the County does not have the authority to approve or modify the Department's operational and capital budgets,the County has issued bonds on the Department's behalf that are general obligations of the County. Because the County is obligated to repay these bonds in the event of default by the Department,the County is financially accountable for the debts of the Department. See Note 14 for component unit disclosures for the Department. Complete financial statements of the Department can be obtained from the Department of Water Supply, 345 Kekuanaoa Street, Suite 20,Hilo,Hawai`i 96720. Basic Financial Statements The basic financial statements include both government-wide(based on the County as a whole)and fund financial statements. Both the government-wide and fund financial 4R,* statements(within the basic financial statements)categorize primary activities as either governmental or business-type. In the government-wide statement of net assets, both the governmental and business-type activities columns(a)are presented on a consolidated basis by column,(b)and are reflected, on a full accrual,economic resource basis,which incorporates long-term assets and receivables as well as long-term debt and obligations. The government-wide statement of activities reflects both the gross and net costs per functional category(general government,public safety,highways and streets, etc.)which are otherwise being supported by general government revenues(property taxes, certain intergovernmental revenues, etc.). The statement of activities reduces gross expenses (including depreciation)by related program revenues, operating and capital grants. The program revenues must be directly associated with the function(general government, public safety, highways and streets, etc.)or a business-type activity. The operating grants include operating-specific and discretionary(either operating or capital) grants while the capital grants column reflects capital-specific grants. The net cost(by function or business-type activity) is normally covered by general revenues. The government-wide focus is more on the sustainability of the County as an entity and the change in aggregate financial position resulting from the activities of the fiscal period. -48 - '" COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 The fund financial statements' emphasis is on the major funds in either the governmental or business-type categories. Nonmajor funds(by category)are summarized into a single column. The governmental funds in the fund financial statements are presented on a current financial resource and modified accrual basis of accounting. This is the manner in which these funds are normally budgeted. This presentation is deemed most appropriate to(a)demonstrate legal and covenant compliance, (b)demonstrate the source and use of liquid resources, and(c) demonstrate how the County's actual experience conforms to the budget fiscal plan. Since the governmental fund statements are presented on a different measurement focus and basis of accounting than the government-wide statements' governmental activities column,a reconciliation is presented on the page following each statement,which briefly explains the adjustments necessary to transform the fund based financial statements into the governmental activities column of the government-wide presentation. The County's fiduciary funds are presented in the fund financial statements by type(private purpose and agency). Since by definition these assets are being held for the benefit of a third party(private parties, state government, etc.)and cannot be used to address activities or obligations of the government,these funds are not incorporated into the government-wide statements. Government-wide and fund financial statements—The government-wide financial statements(i.e.,the statement of net assets and the statement of changes in net assets)report information on all of the nonfiduciary activities of the primary government and its component unit. The effect of interfund 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. Likewise,the primary government is reported separately from certain legally separate component units for which the primary government is financially accountable. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include(a)charges to customers or applicants who purchase, use, or directly benefit from goods, services,or privileges provided by a given function or segment and(b)grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government-wide financial - 49 - COUNTY OF HAWAII Notes to the Basic Financial Statements O June 30, 2012 statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. Activities in funds—The financial transactions of the County are recorded in individual funds. Each fund is accounted for by providing a separate set of self-balancing accounts that „ . comprises its assets, liabilities,reserves, fund equity,revenues and expenditures/expenses. The various funds are reported by generic classification within the financial statements. 9 GASB Statement No. 34, Basic Financial Statements—and Management's Discussion and Analysis—for State and Local Governments, sets forth minimum criteria(percentage of the assets, liabilities, revenues or expenditures/expenses of either fund category or the governmental and enterprise combined)for the determination of major funds. The nonmajor 11` funds are combined in a column in the fund financial statements and detailed in the combining section. The County reports the following major governmental funds: General Fund—The general fund is the general operating fund of the County. It is used ro . to account for all activities of the general government,except those required to be accounted for in other funds. a Capital Projects Fund—Used to account for the costs of constructing County capital improvements financed with general obligation bond proceeds, federal and state grants, and general and special revenue fund revenues. The capital projects fund is used to account for financial resources to be used for the acquisition or construction of major general government capital facilities and infrastructure(other than those financed by proprietary funds and trust funds)when separate project centers are needed to control costs. The County reports the following major proprietary funds: , Kulaimano Elderly Housing Project—Used to account for the operation of a rental housing project for low-income senior citizens located north of Hilo. Ouli Ekahi Affordable Housing Project—Used to account for the operation of a 33-unit -., single-family affordable rental housing project located in Waimea. The County reports the following fiduciary funds: Private-Purpose Trust Funds—Used to account for funds received from geothermal developers to mitigate the effects of geothermal energy development. Also used to account for investment income on funds received from import businesses at the port of Hilo and the related expenditures to promote health and safety on the Island of Hawai`i. - 50 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Agency Funds—Used to account for assets held by the County for other governmental units and individuals. The agency funds are custodial in nature and do not involve measurement of results of operations. The County has the following agency funds: • State Weight Tax Fund • Improvement District No. 17 Fund(Officially closed on October 31,2011) • Improvement District No. 18 Fund • Improvement District Revolving Fund • Performance and Refundable Deposits Fund • Payroll Clearance Fund • Flexible Spending Account • Lapsed Warrants Fund • Non-Profit License Plates Fund • Organ and Tissue Education Fund • Business Improvement District 1-Kailua Basis of Accounting Basis of accounting refers to the period in which revenues and expenditures(or expenses)are recognized in the accounts and reported in the basic financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The government-wide financial statements and the proprietary, fiduciary and component unit fund financial statements are presented on an accrual basis of accounting. The governmental funds in the fund financial statements are presented on a modified accrual basis. Accrual Basis-Revenues are recognized when earned and expenses are recognized when the related obligation is incurred. Modified Accrual Basis-Revenues are recorded when susceptible to accrual (that is,both measurable and available). "Measurable" means the amounts are determinable. "Available" means the amounts are collectible within the current period or soon enough thereafter(one year for intergovernmental revenues)to be used to pay liabilities of the current period. Licenses and permits, charges for current services, fines and forfeitures, penalties and miscellaneous revenues are recorded as revenues when received in cash because they are generally not measurable until actually received. Real property taxes and State Revolving Fund loan proceeds are considered available when collected. In applying the susceptible to accrual concept to intergovernmental revenues,the legal and contractual requirements of the numerous individual programs are used as guidance. There are essentially two types of these revenues. In one,monies must be expended on the specific - 51 - • COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 purpose or project before any amounts will be paid to the County;therefore,revenues are recognized based upon the expenditures recorded. Most construction grants and many operating grants fall into this category. In the other,monies are virtually unrestricted as to purpose of expenditure and are usually revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenues at the time of receipt or earlier if the susceptible to accrual criteria are met. The County reports unearned revenue in its fund financial statements(see Note 7). Unearned revenues arise when potential revenue does not meet both the "measurable" and "available" criteria for recognition in the current period, In subsequent periods,when both revenue recognition criteria are met,the liability for unearned revenue is removed from the combined balance sheet and revenue is recognized. Expenditures are recognized under the modified accrual basis of accounting in the accounting period in which the fund liability is incurred. Exceptions to this general rule include: (a)accumulated compensated absences and claims and judgments which are recognized as expenditures when paid; (b) liabilities related to municipal solid waste landfill closure and postclosure care costs; and(c)principal and interest on general long-term debt which are ""' recognized as expenditures when due. In accordance with GASB Statement No. 20,Accounting and Financial Reporting for goo4 Proprietary Funds and Other Governmental Entities That Use Proprietary Fund Accounting, the County applies all applicable GASB pronouncements as well as the following pronouncements issued on or before November 30, 1989,unless those pronouncements conflict with or contradict GASB pronouncements;Financial Accounting Standards Board statements and interpretations,Accounting Principles Board opinions, and Accounting Research Bulletins of the Committee on Accounting Procedures. Encumbrances The general, special revenue, and capital projects funds follow encumbrance accounting under which purchase orders, contracts and other commitments are recorded as an obligation of fund balance and provide authority for the carryover of appropriations to the subsequent year in order to complete these transactions. Encumbrances outstanding at year-end are included in the respective fund balance categories as appropriate and do not constitute expenditures or liabilities because the commitments will be honored during the subsequent "«a year. Cash and Investments Cash and cash equivalents include cash on hand, amounts in demand deposits, and short-term investments with a maturity date of three months or less from the date acquired by the County. - 52 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Investments consist of time certificates of deposit at financial institutions and bank repurchase agreements with original maturities exceeding three months. Included are participating investment contracts (U.S. government sponsored agency issues and negotiable certificates of deposit) as well as nonparticipating investment contracts(time certificates of deposit and repurchase agreements). Both categories of investments are stated at fair value(see Note 3). Valuations of investments in government sponsored enterprises such as Federal National Mortgage Association(FannieMae)and Federal Home Loan Mortgage Corporation(Freddie Mac)are based on quoted market rates. Valuations of certificates of deposits are based on cost,which approximate fair market value, as they almost invariably are held to maturity. Investments also consist of equity securities in the fiduciary fund financial statements. These investments are stated at fair value based on closing quoted prices. Real Property Taxes The County's real property taxes are levied on July 1 each year on assessed valuation as of January 1. The taxes become a lien on the property assessed as of the levy date. Taxes are due and payable in two equal annual installments on August 20 and February 20. Accordingly, real property taxes receivable as of June 30 are delinquent. Each delinquent installment bears interest at 1%per month and penalties of up to 10%of the amount due. Assessments are based on 100%of estimated fair market values prior to the application of exemptions or preferential assessments. Inventories Inventories consist of materials and supplies and are reported as expenditures at the time of purchase(purchase method). Police and fire department inventories are stated using the first in, first out(FIFO) method. Other inventories are stated at average cost. Liquor Control Section 281 of the Hawai`i Revised Statutes requires that liquor license revenues collected be used only for costs and expenses directly relating to operational and administrative costs actually incurred by the liquor commission collecting such fees. The unexpended fees at June 30, 2012 of$1,175,716 are reflected as a restriction of general fund balance. Capital Assets Capital assets, which include property,plant, equipment, and infrastructure assets(e.g.,roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, lighting systems, and similar items), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the County as assets with an initial, individual cost of more than$1,000 and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if - 53 - +a� COUNTY OF HAWAII Notes to the Basic Financial Statements 01i; ORP June 30, 2012 purchased or constructed. Donated capital assets are recorded at estimated fair market value "5 at the date of donation. Amy The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend the life of the asset are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. Interest incurred during the construction phase of capital assets of business-type activities is included as part of the capitalized value of the assets constructed. Capital assets of the primary government and enterprise fund are depreciated using the straight-line method over the following estimated useful lives of the assets: Assets Years , Infrastructure 20 to 100 years Buildings and improvements 50 to 100 years Ground and site improvements 20 to 50 years Equipment 5 to 40 years Easements Dependent on terms of easement agreement � E Long-term Obligations .nir The County reports long-term debt of governmental funds at face value on the government- wide statement of net assets. Certain other governmental fund obligations not expected to be financed with current available resources are also reported on the government-wide statement nrF of net assets. Long-term debt and other obligations financed by the proprietary funds are reported as liabilities in those funds. lAP� Compensated Absences Employees earn vacation credit at the rate of one and three-quarter working days for each month of service. Up to ninety days of vacation leave credits can be accumulated per employee. In addition, employees who work overtime can elect to take compensatory time off instead of overtime pay. The time off is earned at the rate of one-and-a-half hours for each hour of overtime worked. There is no statutory limit to the amount of compensatory time off an employee can accumulate. Both compensatory time off and vacation credits are converted to pay upon termination of employment. Pty A liability for these amounts is reported in the governmental funds only if they have matured, for example, as a result of employee resignations and retirements. All vacation and compensatory time off pay is accrued in the government-wide statement of net assets along with the estimated liability for social security and Medicare taxes and employers' retirement contributions on those amounts. - 54 - :,. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Sick leave accumulates without limit. Sick leave can be taken only in the event of illness and is not convertible to pay upon termination of employment;therefore there is no related liability. However, a County employee who retires or leaves government service in good standing with 60 days or more of unused sick leave is entitled to additional service credit in the Employees' Retirement System of the State of Hawai`i. Accumulated sick leave at June 30, 2012 totaled$66,800,000 for the primary government. Leases Leases transferring substantially all of the risks and benefits of ownership are recorded as capital leases; other leases are operating leases (see Note 8). Capital leases are recorded as capital asset additions at their estimated fair market value at the inception of the lease and the related present value of the future minimum lease obligations is recorded as long-term debt. Operating lease expenditures and expenses are recognized when the lease obligation is paid. Retirement Plan Contributions The County's contribution to the Employees' Retirement System of the State of Hawai`i includes the normal cost plus the level annual payment required to amortize the unfunded actuarial accrued liability. The County's policy is to fund its required contribution annually (see Note 13). Operating Revenues and Expenses Revenues and expenses are distinguished between operating and nonoperating items for the proprietary funds. Operating revenues generally result from providing services in connection with the proprietary funds' principal ongoing operations. The principal operating revenues of the proprietary funds are fees charged to residents for rent and rental subsidies received from the federal government. Operating expenses include the costs associated with providing housing for tenants, such as utilities, lease rent, and maintenance and repairs; administrative expenses; and depreciation on capital assets. All revenues and expenses not meeting these definitions are reported as nonoperating revenues and expenses. Use of Estimates The preparation of the basic financial statements in conformity with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets and liabilities, as well as disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues, expenditures, and other financing sources and uses during the reporting period. Actual results could differ from those estimates. - 55 - COUNTY OF HAWAII milk Notes to the Basic Financial Statements June 30, 2012 New Accounting Pronouncements 00 0 In December 2010, GASB issued Statement No. 61, The Financial Reporting Entity: Omnibus, an amendment of GASB Statements No. 14 and 34 amending the requirements of Statement No. 14, The Financial Reporting Entity, and Statement No. 34,Basic Financial Statements-and Management's Discussion and Analysis—for State and Local Governments. This Statement improves the financial reporting for governmental entities,which is comprised of the primary government and related entities(component units). The Statement amends the criteria for blending which helps ensure that the primary government includes only those component units that are so intertwined with the primary government. The provisions of this statement are effective for the County for periods beginning after June 15, 2012. The County has not yet determined the effect this Statement will have on its financial statements. "°' In December 2010, GASB issued Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements. This Statement will make it easier for preparers of state and local government financial statements to find relevant authoritative guidance from one single source. The provisions for this Statement are effective for the County for periods beginning RP after December 15, 2011. The County has not yet determined the effect this Statement will two have on its financial statements. In December 2010, GASB issued Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre-November 30, 1989 FASB and AICPA Pronouncements. This Statement will make it easier for preparers of state and local „, government financial statements to find relevant authoritative guidance from one single source. The provisions for this Statement are effective for the County for periods beginning after December 15, 2011. The County has not yet determined the effect this Statement will have on its financial statements. In June 2011, GASB issued Statement No. 63,Financial Reporting of Deferred Outflows of p Resources, Deferred Inflows of Resources, and Net Position. This Statement provides financial reporting guidance for deferred outflows of resources, deferred inflows of resources, and net position. The provisions for this Statement are effective for the County for periods beginning after December 15,2011. The County has not yet determined the effect this Statement will have on its financial statements. In March 2012, GASB issued Statement No. 65,Items Previously Reported as Assets and Liabilities. The objective of this Statement is to clarify the appropriate reporting of deferred outflows and deferred inflows of resources to ensure consistency in financial reporting. The provisions for this Statement are effective for the County for periods beginning after December 15, 2012. The County has not yet determined the effect this Statement will have on its financial statements. - 56 - AMP COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 In March 2012, GASB issued Statement No. 66, Technical Corrections—2012. The objective of this Statement is to enhance usefulness of financial reports by resolving conflicting accounting and financial reporting guidance that could diminish the consistency of financial reporting. The provisions for this Statement are effective for the County for periods beginning after December 15, 2012. The County has not yet determined the effect this Statement will have on its financial statements. In June 2012, GASB issued Statement No. 68,Accounting and Financial Reporting for Pensions. The Statement revises and establishes new financial reporting requirements for most governments that provide their employees with pension benefits. The requirements for this Statement are effective for the County for periods beginning after June 15,2014. The County has not yet determined the effect this Statement will have on its financial statements. 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY Annual Budget The County follows these procedures in establishing its operating and capital budgets: • On or before March 1,the Mayor submits to the County Council proposed operating and capital projects budgets for the fiscal year commencing the following July 1. The operating budget includes proposed expenditures for the general fund and special revenue funds, and the means of financing them. A project-length budget is submitted to the County Council for the capital projects fund. • The Mayor submits to the County Council amendments to the proposed operating and capital budgets within ten working days after the close of the state legislature,but not later than May 5. • The County Council conducts public hearings on the proposed operating and capital budgets after March 1 but prior to the first reading on the budget bills,which must be after May 5. • On or before June 30,the County Council adopts the budgets. The legal level of budgetary control is the department level because the Mayor can transfer funds from any unencumbered appropriation to another within a department or agency without County Council approval. During the year,the budget may be amended by action of the County Council, except for appropriations required by law and appropriations for debt service, which may not be decreased or deleted. Supplemental appropriations were made during the 2011-2012 fiscal year to recognize revenue from sources not anticipated at the time of the original budget and to establish the authorization for such funds to be expended. Such supplemental appropriations totaled$11.0 million in the general fund and$2.2 million in the special revenue funds. Legally adopted budgets include the General Fund, Highway Fund, Sewer Fund, Solid Waste Fund, Cemetery Fund,Parking Meter Fund, - 57 - MR• COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 nAa Vehicle Disposal Fund,Bikeway Fund, Workforce Investment Act Fund, Golf Course Fund, Geothermal Relocation and Community Benefits Fund, Beautification Fund, *NW Hawaii County Housing Agency Fund and Park Dedication Fund. • Appropriations for the operating budget lapse at the end of the fiscal year to the OtP that they have not been expended or encumbered. Appropriations for capital expenditures that are not encumbered lapse at the end of two fiscal years following the *`F. fiscal year that the appropriation was made. • Formal budgetary integration is employed as a management control device during the year for the General Fund, special revenue funds, and Capital Projects Fund. Formal budgetary integration is not employed for debt service funds because effective budgetary P48, control is alternatively achieved through general obligation bond indenture provisions. • The accompanying statement of revenues,expenditures and changes in fund balances— ^ budget and actual(budgetary basis)for the General Fund presents a comparison of the legally adopted budget with actual data on a budgetary basis. Accounting principles applied for purposes of developing data on a budgetary basis differ significantly from those used to present financial statements in conformity with GAAP. On the budgetary basis, intergovernmental revenues are recognized when awarded by the granting agency, encumbrances and unexpended allotments are treated as expenditures, accounts payable not accrued, and all leases are treated as operating leases. In preparing the financial statements on a GAAP basis, accounts payable are accrued and treated as a reduction of for balance sheet presentation. Budget to GAAP Reconciliation The following is a summary of the adjustments necessary to convert fund balances of the County's General Fund from a GAAP basis to a budgetary basis at June 30, 2012: Ending fund balance—GAAP basis $48,726,954 Encumbrance adjustments: Beginning encumbrances and unexpended allotments 4,024,596 Ending encumbrances and unexpended allotments (3,837,693) Other adjustments 4,209,809 Ending fund balance—Non-GAAP budgetary basis $53,123,666 3. CASH AND INVESTMENTS The Director of Finance is responsible for the safekeeping of all monies paid to the County. The Director of Finance invests any monies of the County which in the Director's judgment are in excess of the amounts necessary for meeting the day-to-day operating needs of the County. Legally authorized investments include obligations of or guaranteed by the U.S. - 58 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 government, obligations of the State,federally insured savings and checking accounts,time certificates of deposit, and repurchase agreements with federally insured financial institutions. Cash The County maintains a number of checking and savings accounts for various funds and with various financial institutions. Bank deposits are under the custody of the Director of Finance. For financial statement reporting purposes,cash and short-term investments consist of cash and money market accounts. Cash and short-term investments also include repurchase agreements, certificates of deposit, and government sponsored securities with original maturities of three months or less. The carrying amount of the County's deposits(cash,time certificates of deposit, and money market accounts)as of June 30,2012 was$164,547,074 for the primary government and $8,671,857 for the fiduciary funds. Information relating to bank balance,insurance and collateral of cash deposits is determined on a county-wide basis. Total bank balances of deposits for the primary government and fiduciary funds amounted to $186,056,299 at June 30,2012. Of that amount, $185,820,122 represents bank balances covered by federal deposit insurance or by collateral held by the County's fiscal agents in the name of the County. The remaining bank balances of$236,177 represent deposits held by a management agent and were uncollateralized. Accordingly,these deposits were exposed to custodial credit risk. Custodial credit risk is the risk that in the event of a bank failure,the County's deposits may not be returned to it. For checking accounts,time certificates of deposit, and repurchase agreements,the County requires, in accordance with State statutes,that the depository banks pledge collateral based on the available bank balances to limit its exposure to custodial credit risk. All securities pledged as collateral are held by the County's fiscal agents in the name of the County. The County also requires that no more than 60% of the County's total funds available for deposit may be deposited in any one financial institution, in accordance with State statutes. Investments The County holds investments both for its own benefit and on behalf of some of the fiduciary funds. The County's investments of funds not required for immediate payments are predominately comprised of government sponsored securities(equivalent to the rating in U.S. Treasuries), repurchase agreements and certificates of deposit, while the fiduciary fund also holds equity securities. - 59 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 The County's investments and maturities at June 30, 2012 are as follows: Maturity(in years) Fair Value Less than 1 1 —5 Investments—Primary Government: Certificates of deposit $ 17,321,800 $ 15,885,009 $ 1,436,791 Repurchase agreements 15,500,000 15,500,000 -- Government sponsored securities 32,333,076 -- 32,333,076 $ 65,154,876 $ 31,385,009 $33,769,867 Investments—Fiduciary Funds: Certificates of deposit $ 1,458,449 $ 403,138 $ 1,055,311 Equity securities $ 1,208,703 Interest Rate Risk: The County minimizes its exposure to interest rate risk by limiting the maturities of investments to five years or less in compliance with state statute. The County's policy is to hold investments until maturity and does not engage in trading for capital gains. Credit Risk: The County's investment portfolio consists of U.S. government or agency obligations,time certificates of deposit and repurchase agreements. These investments are either insured by the FDIC, secured by collateral or carry a credit rating equivalent to U.S. o ' Treasuries. Custodial Risk: Custodial risk is the risk of loss from the failure of the counterparty,which is tw defined as any entity that obtained an investment on behalf of the County. All of the deposits including repurchase agreements are secured by collateral which is kept by a third party custodian. Broker-dealers utilized by the County are members of the Securities Aft Investor Protection Corporation, and all investment securities are held in the County's name. Concentration of Credit Risk: State law limits deposits to no more than 60% of the total in ow any one depository. The County seeks to further diversify its portfolio by purchasing from Var different issuers, by purchasing different types of investments and by purchasing investments at different maturities. The County also purchases its investments from a number of banks and broker-dealers both located locally and on the mainland. More than 5% of the County's investments are in certificates of deposit and repurchase agreements with the following issuers: Bank of Hawaii(23%),First Hawaiian Bank(17%), Territorial Savings Bank(7%). ff - 60 - • COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Restricted Cash and Cash Equivalents and Investments Cash and cash equivalents and investments classified as restricted assets for the primary government at June 30, 2012 amounted to$100,072,241. Construction related contributions restricted to various capital improvement projects and fuel tax funds received are recorded as restricted assets in the Capital Projects Fund. Such funds totaled $51,947,335 at June 30, 2012. Cash and investments in the Bond Redemption Fund and the Interest Fund are restricted to debt service related payments and amounted to $26,444,839. Cash in the Highway Fund,Bikeway Fund and Beautification Fund are restricted to costs incurred relating to highways and streets and the beautification of such items and amounted to $17,765,859. The restricted cash in the General Fund was comprised of cash restricted to costs incurred to administer the liquor commission and cash restricted to the acquisition of lands or property entitlements for public outdoor recreation and education. Such amounts totaled $1,175,716 and $2,500,563, respectively. Tenant security deposits received by the County for the Kulaimano Elderly Housing Project and the Ouli Ekahi Affordable Housing Project are recorded as restricted assets. Such funds amounted to$12,120 and$25,794,respectively,at June 30,2012. Restricted amounts set aside by the Kulaimano Elderly Housing Project under its loan agreement with the Farmers Home Administration totaled$185,148 at June 30, 2012. This amount is restricted for debt service or for other purposes with prior approval from the Farmers Home Administration. An operating reserve fund was established by the Ouli Ekahi Affordable Housing Project pursuant to an agreement with the developer of the project. This restricted reserve amounted to $14,867 at June 30,2012. - 61 - IMP COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 4. RECEIVABLES Receivables as of June 30, 2012,for the County's individual major funds and other funds in the aggregate, including the applicable allowances for uncollectible accounts, are as follows: pvft Governmental activities: Capital Other General Projects Governmental Fund Fund Funds Total Real property taxes $25,638,428 $ -- $ -- $25,638,428 Accounts receivable: Sewer -- -- 2,183,482 2,183,482 Solid waste -- -- 2,302,878 2,302,878 Capital projects -- 1,025,077 -- 1,025,077 Intergovernmental 9,837,366 10,042,009 976,694 20,856,069 Gross receivables 35,475,794 11,067,086 5,463,054 52,005,934 Less: allowance for uncollectibles (845,981) -- (1,833,682) (2,679,663) ■° Net total receivables $34,629,813 $11,067,086 $3,629,372 $49,326,271 ,: During fiscal year 2005,the County issued$3,887,493 in general obligation bonds on behalf Ott of Improvement District No. 18,an agency fund. At June 30,2012,the outstanding balance of$2,790,526 is reflected in the government-wide statement of net assets as a receivable(see Note 10). Business-type activities: Enterprise Funds Accounts receivable: Rent $4,349 Other 507 Gross receivables 4,856 Less: allowance for uncollectibles -- Net total receivables $ 4,856 - 62 - OP COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 5. INTERFUND RECEIVABLES AND PAYABLES Interfund receivables and payables consist of the following at June 30, 2012: Receivable Fund Payable Fund Amount General Fund Capital Projects Fund $ 699,554 Other governmental funds 366,426 1,065,980 Other governmental funds General Fund 62,859 Other governmental funds 148,059 210,918 Total $1,276,898 Other governmental funds Enterprise funds $1,350 The above interfund balances result from the time lag between the dates that interfund goods and services are provided or reimbursable expenditures occur, transactions are recorded,and payment between funds are made. Transfers for the fiscal year ended June 30,2012 consisted of the following: Transfers out: Other General Governmental Fund Funds Total Transfers in: Capital Projects Fund $ -- $3,663,467 $ 3,663,467 Other governmental funds 56,307,187 -- 56,307,187 $56,307,187 $3,663,467 $59,970,654 The interfund transfers noted above include transfers from the General Fund to provide support for various County programs and to provide resources for the payment of debt services. In addition, some of the other governmental funds have made transfers to the capital projects fund for the construction of various projects. - 63 - COUNTY OF HAWAII Notes to the Basic Financial Statements POP June 30, 2012 6. CAPITAL ASSETS Capital asset activity for the year ended June 30,2012 for the County was as follows: Balance Balance July 1, Retirements/ June 30, 2011 Additions Transfers 2012 Governmental activities: Capital assets not being depreciated: Land and improvements $ 107,682,068 $ 9,072,382 $ 12,815,300 $ 129,569,750 Easements 1,283,221 1,729,557 -- 3,012,778 Construction work in progress 83,196,457 51,098,752 (102,357,800) 31,937,409 Total capital assets not being depreciated 192,161,746 61,900,691 (89,542,500) 164,519,937 Capital assets being depreciated: Buildings and improvements 452,785,465 75,034,467 (6,795) 527,813,137 'Equipment 118 629 410 5 868 591 (4,192,609) 120,305,392 Easements 439,300 -- -- 439,300 Infrastructure 371,325,581 71,973,658 (12,815,300) 430,483,939 Total capital assets 44.4 being depreciated 943,179,756 152,876,716 (17,014,704) 1,079,041,768 Less accumulated depreciation for: Buildings and improvements (65,525,900) (6,811,474) 6,161 (72,331,213) Equipment (66,498,566) (7,597,297) 3,880,262 (70,215,601) *0 Easements (73,217) (146,433) -- (219,650) Infrastructure (166,569,716) (16,976,181) -- (183,545,897) Total accumulated depreciation (298,667,399) (31,531,385) 3,886,423 (326,312,361) Total capital assets being depreciated, net 644,512,357 121,345,331 (13,128,281) 752,729,407 0 Governmental activities capital assets,net $836,674,103 $183,246,022 ($102,670,781) $917,249,344 - 64 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Balance Balance July 1, Retirements/ June 30, 2011 Additions Transfers 2012 Business-type activities: Capital assets not being depreciated: Land $ 753,877 $ -- $ -- $ 753,877 Capital assets being depreciated: Buildings and improvements 1,136,008 -- -- 1,136,008 Ground and site improvements 261,000 -- -- 261,000 Equipment 100,848 6,863 (4,687) 103,024 Total capital assets being depreciated 1,497,856 6,863 (4,687) 1,500,032 Less accumulated depreciation for: Buildings and improvements (781,663) (24,615) -- (806,278) Ground and site improvements (189,666) (3,754) -- (193,420) Equipment (87,206) (4,538) 4,687 (87,057) Total accumulated depreciation (1,058,535) (32,907) 4,687 (1,086,755) Total capital assets being depreciated, net 439,321 (26,044) -- 413,277 Business-type activities capital assets,net $1,193,198 ($26,044) $ -- $1,167,154 - 65 - P COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government $ 3,024,680 Public safety 2,784,312 Highways and streets 18,388,134 Sanitation 4,618,173 Health,education and welfare 1,131,582 our Culture and recreation 1,584,504 Total depreciation expense—governmental activities $31,531,385 Business-type activities: Kulaimano Elderly Housing Project $32,907 7. DEFERRED REVENUE: Deferred revenue consists of the following at June 30, 2012: Governmental activities: Capital Other Total General Projects Governmental Governmental Fund Fund Funds Funds Real property taxes $25,167,370 $ -- $ -- $ 25,167,370 Liquor control revenue 184,280 -- -- 184,280 Sewer revenue -- -- 1,288,376 1,288,376 Housing revenue -- -- 85,256 85,256 Solid waste revenue -- -- 1,376,300 1,376,300 Intergovernmental 992,159 940,558 -- 1,932,717 Total presented in fund financial statements 26,343,809 940,558 2,749,932 30,034,299 Less adjustments for accrual of revenues (24,792,447) -- (2,737,934) (27,530,381) Total government- wide financial statements $ 1,551,362 $ 940,558 $ 11,998 $ 2,503,918 Business-type activities: Enterprise Funds Unearned rental income 11,45_0 - 66 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 8. LEASES The County leases machinery and equipment under noncancellable leases expiring at various dates through June 2017. These capital leases are financed from the resources of various funds. The estimated value of the leased machinery and equipment at the inception of the capital leases and accumulated depreciation, amounting to $7,509,730 and$1,368,064, respectively, and the related present value of the remaining obligations under the capital leases amounting to $3,803,618 at June 30,2012 are included in capital assets and long-term debt,respectively. The County also leases land, office facilities and other equipment under noncancellable operating leases expiring through July 2029. Expenditures for such operating leases were $1,836,075 for the fiscal year ended June 30,2012. The future minimum payments under capital and operating leases at June 30, 2012 are as follows: Capital Operating Leases Leases Year Ending June 30: 2013 $1,433,397 $1,605,942 2014 1,135,236 788,668 2015 831,634 757,776 2016 445,200 708,176 2017 131,165 686,301 2018—2022 -- 779,267 2023 -2027 -- 74,053 2028 -2030 -- 31,575 Total minimum lease payments 3,976,632 $5,431,758 Less amount representing interest (173,014) Obligations under capital leases $3,803,618 9. SOLID WASTE LANDFILL CLOSURE AND POSTCLOSURE CARE COSTS Hilo Landfill The County owns and operates a landfill located in the city of Hilo. State and federal laws require the County to place covers on certain landfill sites and to monitor and maintain the sites for thirty years after the facility is closed. Although the closure and postclosure care costs will be paid near and after the date that the landfill stops accepting waste, the County recognizes a portion of the closure and postclosure care costs in each operating period. The liability for these costs is included in the government-wide statement of net assets. The amount recognized each year is based on the landfill capacity used as of - 67 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 the statement of net assets date. At June 30,2012,the County recognized a liability of $13,172,000, based on the use of 90%of the estimated capacity of the landfill. During the , fiscal year ended June 30, 2012,there were no expenditures incurred for the closure of the landfill. The remaining$1,558,000 in estimated cost of closure and postclosure care will be recognized as the remaining estimated capacity is used. The estimated remaining useful life m l. of the landfill is still approximately four years. These amounts are based on what it would cost to perform the required closure and postclosure care in 2012. Actual costs at that time may be higher due to inflation, changes in technology, or changes in regulations. Landfill capacity estimates are based on volumes going into the landfill subsequent to the last available engineer's calculation. The volumes going into the landfill do not account for decomposition, settlement, and corrosion;therefore the estimates are revised when new engineering calculations, based on aerial photos and surveys, are available. The County's permit to operate the landfill expired October 9, 1998. The County filed for an extension which was approved by the State until permitted capacity is reached. In accordance with state statute,the County is allowed to continue operations provided that the County acts consistently with the permit previously granted and the extension application, plans, Oft specifications and all other information contained therein. In October 1993,the County closed its Kealakehe landfill in Kona. Under state and federal requirements, the County would have to monitor and maintain this site for ten years from the closure date. However,the County anticipates monitoring and maintaining the site for thirty years because there is presently a subterranean fire which requires active 4149V management. The estimated cost of closure and postclosure is $15,950,000, based on what it would cost to perform the required closure and postclosure care in 2012. Actual costs may be higher due to inflation,changes in technology, or changes in regulations. Through 4,6 June 30,2012, $7,698,000 was spent on closure and postclosure care of the landfill. The remaining estimated liability of$8,252,000 is included in the government-wide statement of net assets. During the year ended June 30,2012, $124,000 was spent on closure of the landfill. The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. Pu'uanahulu In May 1993,the County contracted with a private company to construct and operate a new landfill on County land at Pu'uanahulu in West Hawai`i. The present contract calls for County employees to perform the daily operations of the landfill, and for the private company to retain the overall management as well as perform all construction work on the landfill cells. Under the terms of the contract, the County has no responsibility for remediation, closure or postclosure care. Accordingly, no liability for this landfill is included in the County's financial statements. Financial Assurance For fiscal year 2012, the County has provided for financial resources that will be available to provide for closure, postclosure care and remediation or containment - 68 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 of environmental hazards at the above landfills, except Pu'uanahulu. The Environmental Protection Agency's financial assurance rules include a local government financial test consisting of a financial component,a public notice component, and a recordkeeping component. Local governments are required to satisfy each of the three components to pass the annual test. Management believes that the County has satisfied each of the components of the local government financial assurance requirements. 10. LONG-TERM DEBT General Obligation Bonds The County issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. These bonds have been issued by the County for the primary government, component unit activities(see Note 14)and an improvement district. The following is a summary of general obligation bond transactions reported in the government-wide statement of net assets for the County for the fiscal year ended June 30, 2012: Bonds Issue Bond Balance Bond Balance Due Within Authorized Amount July 1.2011 Issues Retirements June 30,2012 One Year 1993 Ref&PI $86,770,000 $ 11,575,000 $ -- ($ 5,630,000) $ 5,945,000 $ 5,945,000 2003 Series A 36,310,000 28,735,000 -- (1,665,000) 27,070,000 1,725,000 2004 Series A 30,000,000 25,270,000 -- (1,280,000) 23,990,000 1,340,000 2004 Ref Series B 19,545,000 10,845,000 -- (1,975,000) 8,870,000 2,055,000 2004 Ref Series C 5,050,140 2,199,924 -- (521,156) 1,678,768 539,604 2004 PI Series A 2,776,400 2,278,520 -- (325,997) 1,952,523 45,335 2004 PI Series B 920,000 853,173 -- (15,170) 838,003 15,833 2006 Series A 25,000,000 21,725,000 -- (927,500) 20,797,500 972,500 2007 Series A 85,000,000 76,620,000 -- (3,050,000) 73,570,000 3,200,000 2007 Series B 20,820,000 17,325,000 -- (1,855,000) 15,470,000 1,925,000 2007 Series C 10,787,388 10,787,388 -- (795,684) 9,991,704 828,294 2008 Series A 50,000,000 48,335,000 -- (1,735,000) 46,600,000 1,810,000 2010 Series A 26,493,750 26,493,750 -- -- 26,493,750 -- 2010 Series B 18.506,250 18,506.250 -- -- 18,506,250 -- 417,978,928 301,549,005 -- (19,775,507) 281,773,498 20,401,566 Add unamortized premium 7,683,432 5,964,136 -- (384,171) 5,579,965 384,171 Less deferred amount on refunding (2,828,759) (1,433,635) -- 248,721 (1,184,914) (248,721) $422,833,601 $306,079,506 $ -- W2.910-957) $286,168,549 $20,537,016 The 2010 Series B bonds were issued as bonds designated as"Recovery Zone Economic Development Bonds"under the American Recovery and Reinvestment Act of 2009. The County will receive a cash subsidy payment from the United States Treasury equal to 45% of the interest payable on the Series B bonds. - 69 - COUNTY OF HAWAII �04 Notes to the Basic Financial Statements June 30,2012 0,. General obligation bonds payable reported on the government-wide statement of net assets at June 30, 2012 are comprised of the following individual issues: fORP Public improvement(PI)and/or refunding bonds: 1993 Refunding and PI at 5.6%, due through 2013 $ 5,945,000 gym• 2003 Series A at 2.5%to 5.125%, due through 2023 27,070,000 2004 Series A at 3.25%to 5.25%, due through 2024 23,990,000 2004 Refunding Series B at 3.5%to 5.0%, due through 2015 8,870,000 2004 Refunding Series C at 3.25%to 3.7%, due through 2014 1,678,768 2004 PI Series A at 4.75%, due through 2037 1,952,523 2004 PI Series B at 4.375%,due through 2040 838,003 2006 Series A at 4.0%to 5.0%, due through 2026 20,797,500 2007 Series A at 4.0%to 5.0%, due through 2027 73,570,000 2007 Series B at 3.75%to 5.0%, due through 2018 15,470,000 2007 Series C at 4.0%to 5.0%, due through 2021 9,991,704 2008 Series A at 4.0%to 6.0%, due through 2028 46,600,000 ,,<. 2010 Series A at 1.7%to 5.0%, due through 2030 26,493,750 2010 Series B at 3.335%to 6.1%, due through 2030 18,506,250 Total general obligation bonds payable $281,773,498 Annual debt service requirements to maturity for the above general obligation bonds are as follows: Governmental Activities Fiscal year ending June 30: Principal Interest 2013 $ 20,401,566 $ 13,153,332 2014 15,115,470 12,162,852 01" 2015 17,773,630 11,444,082 2016 18,014,007 10,595,113 2017 16,366,890 9,781,285 2018—2022 86,067,203 36,947,764 2023 —2027 81,130,284 16,644,275 2028—2032 26,064,225 2,066,732 2033 —2037 695,934 102,719 2038—2040 144,289 9,634 Total $281,773,498 $112,907,788 Bond Premiums 96 At June 30,2012,total unamortized bond premiums were$5,579,965,which are being amortized over the remaining life of the respective bond issues. - 70 - "' . COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 Bonds Authorized and Unissued The County Council has authorized the issuance of$296.1 million in general obligation bonds to finance specified capital improvement projects. At June 30, 2012, $161.1 million was not yet issued. Subsequent Events On November 8,2012 and November 21, 2012,the County Council authorized the issuance of$30.4 million and$5.1 million, respectively, in general obligation bonds for the County to finance specified capital improvement projects. General Obligation Bond Anticipation Notes In March 2011,the County issued a general obligation bond anticipation note(BAN) in the total amount of$10,000,000. These notes were issued to provide funds for the acquisition and construction of major capital facilities and bear interest at 1.22% and had an original maturity date of September 2, 2011. The note was then renewed on September 2, 2011 and again on March 1, 2012 with a new maturity date of August 30, 2012. There was a new issuance of a$15,000,000 note on September 2, 2011, which matured on March 1,2012 and was then renewed with a maturity date of August 30, 2012. There was a new issuance of an $8,000,000 BAN on June 27, 2012 with a maturity date of October 31,2012. Since all three of the BANs have a maturity date within 12 months of fiscal year end,the $33,000,000 of debt is reflected as current liabilities. The following is a summary of general obligation bond anticipation note transactions reported in the government-wide statement of net assets for the County for the fiscal year ended June 30, 2012: Issue Balance Balance Authorized Amount July 1,2011 Issues Retirements June 30,2012 2011 Series B R-1 $ 10,000,000 $ 10,000,000 $ -- $ 10,000,000 $ -- 2011 Series B R-2 10,000,000 -- 10,000,000 10,000,000 -- 2011 Series B R-3 15,000,000 -- 15,000,000 15,000,000 -- 2012 Series B R-4 10,000,000 -- 10,000,000 -- 10,000,000 2012 Series B R-5 15,000,000 -- 15,000,000 -- 15,000,000 2012 Series B R-6 8,000,000 -- 8,000,000 -- 8,000,000 $68,000,000 $10,000,000 $58,000.000 $35,000,000 $33,000,000 - 71 - m. COUNTY OF HAWAII O, Notes to the Basic Financial Statements June 30, 2012 State Revolving Fund Loans The County has obtained loans to assist in financing mandated wastewater projects from the State Water Pollution Control Revolving Fund(SRF). The purpose of this revolving fund is to provide low-interest, long-term loans and other financial assistance to the four counties in , the state to finance construction of wastewater projects. The County has twenty projects approved for funding with these loans. 0r The schedule below shows the County's SRF transactions for the fiscal year ended June 30, 2012: Loans Approved Loan Balance Retirements Loan Balance Due Within #, Authorized Amount July 1,2011 Additions /Forgiveness June 30,2012 One Year Hilo WWTP $12,724,311 $1,592,109 $ - ($ 786,227) $ 805,882 $ 805,882 Waiakea Mill 1,300,000 240,059 -- (78,052) 162,007 80,003 Waiakea gm Houselots 459,321 57,706 -- (28,497) 29,209 29,209 Waiakea „ Houselots II 5,024,266 2,436,822 -- (277,881) 2,158,941 285,162 AinakoA&B 2,239,174 467,540 -- (130,123) 337,417 132,818 4,M*. Kalanianaole 1,499,944 432,259 -- (91,408) 340,851 94,190 Kalanianaole RH 1,615,980 1,195,693 -- (76,126) 1,119,567 77,934 <F. Alii Drive A&B 3,210,243 618,036 -- (199,691) 418,345 205,281 Alii Drive C&D 3,780,000 1,010,785 -- (216,908) 793,877 221,399 VW Alii Drive E&F 2,112,654 693,271 -- (130,100) 563,171 134,059 Waiaha Bay 3,697,893 1,038,770 -- (219,725) 819,045 225,876 Kealakehe 1,300,071 239,622 -- (77,910) 161,712 79,858 Holualoa Bay 3,080,000 1,070,217 -- (181,651) 888,566 187,178 PaukaaCCS 2,143,448 1,014,909 -- (116,525) 898,384 119,400 'r" Cesspool Conversion 8,363,773 6,814,095 -- (423,829) 6,390,266 426,092 ... Pahoehoe 2,817,760 1,629,045 -- (144,548) 1,484,497 148,333 Komohana Hts OW LCC-ARRA 1,085,800 1,085,800 -- (1,085,800) -- - Honokaa LCC- ARRA 5,332,346 5,065,729 266,617 (5,332,346) -- -- Honokaa LCC 4,811,709 -- 3,776,904 (1,000,000) 2,776,904 117,370 PR Queen Liliuokalani LCC-ARRA 1,019,929 1,019,929 -- (1,019,929) -- -- Queen K.0 Liliuokalani 10.186.277 8.832 868 525,235 (456.118) 8.901,985 474.618 $77,804,899 $36,555,264 $4,568,756 ($12,073,394) $29,050,626 53 844,662 The loans bear interest at 0.50%to 3.02%,exclusive of a 1.00% loan fee for all loans except for the Hawaii County Cesspool Conversion Project which is subject to a 0.25% loan fee, and require payments through fiscal year 2032. Those loans with the"ARRA"designation are interest free with principal forgiveness upon the County's fulfillment of certain conditions. - 72 - # , COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Debt service to maturity for disbursements to date on these projects are as follows: Governmental Activities Fiscal year ending June 30: Principal Interest 2013 $ 3,844,662 $ 650,808 2014 3,087,580 495,888 2015 2,690,059 397,737 2016 2,373,818 307,672 2017 1,860,420 214,350 2018—2022 7,459,286 576,640 2023 —2027 5,525,962 200,958 2028—2032 2,208,839 32,818 Total $29,050,626 $2,876,871 Other General Long-Term Obligations The following is a summary of other general long-term obligations transactions for the fiscal year ended June 30,2012: Balance Balance Due Within July 1,2011 Additions* Payments June 30,2012 One Year Governmental activities: Compensated absences $33,851,872 $9,165,390 ($10,436,683) $32,580,579 $7,835,700 Claims and judgments (see Note 12) 10,897,137 3,150,000 (3,600,030) 10,447,107 2,317,306 Capital leases (see Note 8) 3,057,082 2,521,009 (1,774,473) 3,803,618 1,349,916 Landfill costs payable (see Note 9) 21,009,000 538,652 (123,652) 21,424,000 200,757 Other post employment benefit obligation (see Note 13) (120,768) 36,193,000 (13,731,900) 22,340,332 -- Total $68,694,323 $51,568,051 ($29,666,738) $90,595,636 $11,703,679 * Net of new claims liability and existing claims resolved at less than previous estimate. Fund Balances-Debt Service Funds The fund balance in the debt service funds at June 30,2012 includes$24,014,149, which is reserved for principal payments on general obligation bonds and$2,138,760, which is reserved for the payment of interest on the bonds. - 73 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 Enterprise Fund Notes Payable The Kulaimano Elderly Housing Project(Project) is indebted to the U.S. Department of Agriculture, Farmers Home Administration on two notes payable with balances aggregating $851,306 at June 30,2012. The notes,which mature in September 2029, are repayable in monthly installments of$7,826 including interest and are collateralized by substantially all of the Project's property and equipment. Although the stated annual rate of interest on the notes is 9%, such rate is reduced to 7%for as long as the Project has a U.S. Department of Housing and Urban Development Section 8 Housing Assistance Payment contract in effect for all or part of the units within the Project. The following is a summary of enterprise fund notes payable transactions for the fiscal year ended June 30,2012: Balance at July 1, 2011 $884,232 Deductions (32,926) Balance at June 30, 2012 851,306 Less current portion (35,443) opir Note payable, net of current portion $ 815,863 or The following is a summary of the annual maturities for the enterprise fund notes payable: Business-type Activities Fiscal year ending June 30: Principal Interest 2013 $ 35,443 $ 58,469 2014 38,006 55,906 oir 2015 40,753 53,159 2016 43,699 50,213 Y , 2017 46,858 47,054 2018—2022 290,272 179,288 o 2023 —2027 356,275 59,010 *-- Total $851,306 $503,099 Subsequent Events On October 29, 2012, the County assumed the loan of its lessee Ouli Ekahi Partnership with 44;, the Hawaii Housing Finance and Development Corporation in the amount of$478,430. The loan is non-interest bearing and matures on February 27, 2041. In exchange,the County assumed ownership of the Ouli Ekahi project which consists of a 33 single family affordable rental housing project. - 74 - AV. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 Special Assessment Bonds The County has issued general obligation bonds on behalf of Improvement District No. 18 for water improvements(see Note 4). The Improvement District is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general obligations of the County. The bonds mature annually through 2040 and bear interest at 4.375%to 4.75%. Total general obligation bonds payable included in the government-wide statement of net assets were$2,790,526 at June 30, 2012. The bonds are secured by a first lien on the land benefited by the improvements, and are to be repaid from the annual assessments levied against the owners of the land. The County acts as an agent for the property owners within the improvement districts to collect assessments receivable, forward payments to bond-paying agents at appropriate dates and, if required, administer foreclosure proceedings. The following is a summary of bond transactions for Improvement District No. 18, Coastview/Wonderview Water Improvements, for the fiscal year ended June 30, 2012: Balance at July 1, 2011 $3,131,693 Deductions (341,167) Balance at June 30, 2012 X2,790,526 The following is a summary of the annual maturities for the improvement district general obligation bonds: Fiscal year ending June 30: Principal Interest 2013 $ 61,168 $ 130,871 2014 64,014 125,073 2015 66,993 122,024 2016 70,111 118,833 2017 73,373 115,494 2018—2022 421,385 521,686 2023 —2027 529,034 411,530 2028—2032 664,225 273,186 2033 —2037 695,934 102,719 2038—2040 144,289 9,634 Total $2,790,526 $1,931,050 - 75 - COUNTY OF HAWAII Notes to the Basic Financial Statements 4 June 30, 2012 afi 11. COMMITMENTS AND CONTINGENCIES Contractual commitments— Contractual commitments for capital projects,expenses, and supplies at June 30, 2012, except in the enterprise funds, are reflected in the balance sheets as a part of the respective fund balance categories and are as follows: General fund $ 3,837,693 Capital projects fund 25,910,289 Nonmajor funds 10,330,170 "" $40,078,152 , Contractual commitments for the enterprise funds were immaterial. Oln Intergovernmental revenues— The County has received federal and state grants for specific purposes that are subject to review and audit by grantor agencies. Such audits could lead to requests for reimbursement to the grantor agency for expenditures disallowed under terms of the grants. In the opinion of management of the County, disallowed costs, if any,would not be material. wr Claims— Numerous claims and lawsuits have been filed against the County in the normal *0. course of its operations. A liability for probable losses is included on the government-wide IP statement of net assets(see Note 12). Although the outcome of the various claims and lawsuits is not presently determinable, in the opinion of the County's Corporation Counsel, 1. the resolution of such matters will not have a material adverse affect on the financial condition of the County. ADA compliance—The County entered into two stipulated agreements(or Consent Decrees) approved by the federal district court judges to implement provisions of the Americans with MIL Disabilities Act("ADA"). With respect to the first stipulated agreement, filed on October 2, relating to curb cuts,the County, with the help of a consultant, surveyed 669 intersections,then ranked them in order of priority. A transition plan, along with a funding ■ ` commitment, was approved by the County Council. The total cost of all curb cuts was to be$6.2 million. The cost of the first phase of the plan was $3 million,to be used in high priority areas such as government facilities, schools,and hospitals. The remaining cost was intended to cover curb cuts at parks and in low-density single family residential areas. All corrective action was to be completed by July 2005,with an estimated 682 ramps to be completed. Funding allocated so far for this effort is$10.6 million. Since the proposed 00 timetable proved to be too ambitious,the parties amended the agreement to require contracting by July 2005, rather than completion by that date. Pursuant to the April 2005 Stipulation of the Parties and Order of the Court, all curb ramps for 2005 and most curb , ramps for 2004 were deferred. In the first phase, construction of curb ramps commenced in 2000 and ended in 2004,whereby 229 curb ramps were completed. In the second phase, 153 proposed curb ramps were deferred and 161 curb ramps were to be constructed. As of May - 76 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 21, 2008,there were approximately 204 curb ramps(which included at least 151 of the 161 curb ramps that were required by the amended transition plan) installed in Hilo, Waikoloa and Kona at a total cost of close to $4.8 million. In addition,the Department of Public Works has developed and advertised Procedures for Requesting New Curb Ramps or Modifications to Existing Curb Ramps within the County Streets. On September 20, 2012,the close-out order of the consent decree was filed,thus dismissing the curb ramp case with prejudice, and a copy of"County of Hawaii's Accessibility Design Guidelines and General Policies and Procedures, Curb Ramps within Public Rights-of-Way"(June 2012)was attached as an exhibit to that order. The second stipulated agreement, filed on June 4, 1998,relates to the Department of Parks and Recreation(the Parks Department). The agreement required the Parks Department to establish practices, policies and procedures regarding its programs, and prepare a transition plan by the middle of the year 2000. The self-evaluation and transition plan for programs, practices and procedures has been completed and approved by the County Council. The cost impact of implementation is not material because the necessary modifications are primarily procedural. The second part of this stipulated agreement is the reevaluation of all County facilities, which was completed and accepted by the County Council on June 30,2000. Approximately 240 County facilities were surveyed as part of this effort. The tentative completion date of all necessary repairs and renovations is 12 years from the date the County Council accepted the self-evaluation. The initial(1997-2000)estimated cost of the facilities repairs was $15.1 million,which would have been spent over the 12-year period. Funding allocated initially for facilities repairs was$17.5 million,with another$4 million of federal funding anticipated through community development block grants over the next 2 years. Since 2000,the Department of Parks and Recreation has requested$2 to $3 million a year for the different park facilities' ADA projects. The Department of Public Works has requested an additional $2 million a year for the other County ADA facilities' project. Because of the substantial hardships predominantly incurred in the funding and cost aspects of the implementation of the Original Transition Plan,the learning curve process, and the timing and scheduling of the different stages of work for each project,the parties worked on a plan to implement the Transition Plan with the assistance of a federal district court Monitor and an ADA Specialist, to obtain extensions on the initial deadlines for completion that were set in the Original Transition Plan and to establish a Revised Transition Plan to satisfy the requirements of the ADA. The County had spent$42.0 million for the construction and design fees to complete 50 park facilities(some having multiple ADA work being completed). There are four park facilities where construction has progressed; 29 park facilities that must be completed; and the Parks estimated costs for completion is $15.1 million. On March 23, 2012,the close-out of the consent decree was filed,whereby the Court and parties established a reasonable four year timeline to complete the remaining ADA work by December 31, 2016. In addition,the County's ADA coordinator(Equal Opportunity Officer)has access to an identifiable account of at least$50,000 to handle requests for reasonable accommodations for County departments; and the procedures for these requests - 77 - IMP COUNTY OF HAWAII olt Notes to the Basic Financial Statements June 30,2012 have been finalized and are available on the Human Resources Department's Equal Opportunity and the ADA web page. 12. RISK MANAGEMENT The County is exposed to various risks of losses related to torts;theft of,damage to,and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The County maintains fire and commercial multiple peril insurance on County facilities,flood insurance on selected structures,medical malpractice insurance for emergency medical technicians, aviation liability for helicopter operations, liability coverage on transit buses and privately owned police vehicles, and property damage coverage on County Police fleet vehicles. There was no reduction in insurance coverage during the year from coverage in the prior year. During the past three fiscal years,the amount of settlements in cases covered by , insurance has not exceeded the insurance coverage. The County is substantially self-insured for the majority of its vehicles as well as for all other perils including workers'compensation NW and general liability. The liability for claims and judgments is reported on the government- wide statement of net assets and the majority will be liquidated from the County's general fund. r Liabilities are reported when it is probable that a loss has occurred and the amount of that loss can be reasonably estimated. These losses include an estimate of claims that have been incurred but not reported(IBNR). Claim liabilities, including IBNR, are based on the estimated ultimate cost of settling the claims,and include incremental costs for the hiring of special counsel and expert witnesses. Claims liabilities are estimated by a case-by-case review of all claims and the application of historical experience to outstanding claims. Estimates of IBNR are based on historical experience. The liability for claims and judgments is reported on the government-wide statement of net assets. At June 30,2012,the amount of this liability was $10,447,107. This is the County's best estimate based on available information. Changes in the reported liability since July 1, 2010 are given below. General Workers' Total ■F Liability Compensation Liability Balance at July 1, 2010 $ 4,139,752 $ 11,230,939 $15,370,691 Incurred claims(including IBNR)* (993,836) 549,671 (444,165) Claim payments (1,477,017) (2,552,372) (4,029,389) Balance at June 30, 2011 $ 1,668,899 $ 9,228,238 $10,897,137 Incurred claims (including IBNR)* 598,474 2,551,526 3,150,000 Claim payments (1,302,957) (2,297,073) (3,600,030) Balance at June 30,2012 $ 964,416 $ 9,482,691 $10,447,107 *Net of new claims liability and existing claims resolved at less than previous estimate. Lt - 78 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 13. EMPLOYEE BENEFIT PLANS Pension Plan Plan description All eligible employees of the County are required by Chapter 88 of the Hawaii Revised Statutes(FIRS)to become members of the Employees' Retirement System of the State of Hawai`i(the ERS), a cost-sharing multiple-employer defined benefit pension plan. The ERS provides retirement, survivor, and disability benefits with multiple benefit structures known as the contributory,hybrid, and noncontributory plans. All contributions, benefits, and eligibility requirements are established by Chapter 88,FIRS, and can be amended by legislative action. The ERS regards the County, including its component unit, as one employer. Therefore, separate information for the primary government and its component unit is not available. All information given below on the pension plan is for the reporting entity as a whole, including both the primary government and its component unit. Employees covered by Social Security on June 30, 1984 were given the option of joining the noncontributory plan or remaining in the contributory plan. All new employees hired after June 30, 1984 and before July 1, 2006,who are covered by Social Security,were generally required to join the noncontributory plan. Qualified employees in the contributory and noncontributory plan were given the option of joining the hybrid plan effective July 1, 2006, or remaining in their existing plan. Starting July 1,2006, all new employees covered by Social Security are required to join the hybrid plan. The three plans provide a monthly retirement allowance equal to the benefit multiplier percentage(1.25% or 2.00%)multiplied by the average final compensation(AFC)multiplied by years of credited service. The AFC is the average salary earned during the five highest paid years of service, including the payment of salary in lieu of vacation, or three highest paid years of service, excluding the payment of salary in lieu of vacation, if the employee became a member prior to January 1, 1971. The AFC for members hired on or after this date is based on the three highest paid years of service, excluding the payment of salary in lieu of vacation. For postretirement increases, every retiree's original retirement allowance is increased by 2.5%on each July 1 following the calendar year of retirement. This cumulative benefit is not compounded and increases each year by 2.5%of the original retirement allowance without a ceiling(2.5% of the original retirement allowance the first year, 5.0%the second year, 7.5% the third year, etc.). - 79 - COUNTY OF HAWAII Olt Notes to the Basic Financial Statements June 30,2012 OOP The following summarizes the three plan provisions relevant to the general employees of the respective plan: Contributory Plan General employees in the contributory plan are required to contribute 7.8%of their salary and are fully vested for benefits upon receiving 5 years of credited service. The County may also make contributions for these members. Under the contributory plan, employees may retire with full benefits at age 55 and 5 years of credited service, or may retire early at any age with at least 25 years of credited service and reduced benefits. The benefit multiplier is 2.0% for employees covered by Social Security. Police officers, fire fighters and certain other members that are not covered by Social Security contribute 12.2%of their salary and receive a retirement benefit using the benefit multiplier of 2.5%for qualified service, up to a maximum of 80%of AFC. These members may retire at age 55 with 10 years of credited service or at any age with 25 MO,, years of credited service,provided the last 5 years of credited service is in any of the qualified occupations. Hybrid Plan General employees in the hybrid plan are required to contribute 6.0%of their salary and are fully vested for benefits upon receiving 5 years of credited service. The County may also make contributions for these members. Employees may retire with OP full benefits at age 62 and 5 years of credited service or at age 55 and 30 years of 464 credited service,or may retire at age 55 and 20 years of credited service with reduced benefits. The benefit multiplier used to calculate retirement benefits is 2.0%. Noncontributory Plan General employees in the noncontributory plan are fully vested upon receiving 10 years of credited service. The County is required to make all low contributions for these members. Employees may retire with full benefits at age 62 and Met 10 years of credited service or age 55 and 30 years of credited service or age 55 and 20 years of credited service with reduced benefits. The benefit multiplier used to calculate Or retirement benefits is 1.25%. Mkt The ERS funding policy provides for periodic employer contributions at actuarially determined rates, expressed as a percentage of annual covered payroll, such that the employer ow contributions, along with employee contributions and an actuarially determined rate of investment return, are adequate to accumulate sufficient assets to pay benefits when due. The funding method used to calculate the total employer contribution required is the entry age normal actuarial cost method. Effective July 1, 2005, employer contribution rates are a fixed percentage of compensation, including the normal cost plus amounts required to pay for the unfunded actuarial accrued liability. Employers contributed 19.70% for police officers and fire fighters, and 15.00% for all other employees. Employer rates are set by statute based on , the recommendation of the ERS actuary resulting from an experience study conducted every five years. pw - 80 - Pitt COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 The required pension contributions by the County for the years ended June 30, 2012, 2011, and 2010 were$21,832,179, $21,435,798,and$22,127,289, respectively,which equal the required contributions for each year. Measurement of assets and actuarial valuations are made for the ERS as a whole and are not separately computed for individual participating employers such as the County. The ERS issues a CAFR that includes financial statements and required supplementary information,which may be obtained by writing to the Employees' Retirement System of the State of Hawai`i, 201 Merchant Street, Suite 1400, Honolulu,Hawai`i 96813. Post-Retirement Benefits In addition to providing pension benefits,the County is required by state statute(HRS Chapter 87A)to contribute to the Hawai`i Employer-Union Health Benefits Trust Fund(the EUTF). The EUTF is an agent, multiple-employer defined benefit plan providing certain healthcare and life insurance benefits to all qualified retirees, active employees,their dependents and their beneficiaries. The EUTF was established on July 1, 2003 to design, provide, and administer medical, prescription drug, dental,vision, chiropractic, dual-coverage medical and prescription drug, and group life benefits. For employees hired prior to July 1, 1996,the County pays the entire monthly healthcare premium for employees retiring with 10 or more years of credited service, and 50% of the monthly premium for employees retiring with fewer than 10 years of credited service. The current(pay-as-you-go)premium costs are paid by the respective funds but the net other postemployment benefit obligation is paid by the General Fund. For employees hired after June 30, 1996, and who retire with fewer than 10 years of service, the County makes no contributions. For those retiring with at least 10 years but fewer than 15 years of service, the County pays 50% of the retired employees' monthly Medicare or non- Medicare premium. For employees hired after June 30, 1996, and who retire with at least 15 years but fewer than 25 years of service, the County pays 75%of the retired employees' monthly Medicare or non-Medicare premium. For those retiring with over 25 years of service,the County pays the entire healthcare premium. For employees hired after June 30, 2001, and who retire with fewer than 10 years of service, the County makes no contributions. For those retiring with at least 10 years but fewer than 15 years of service, the County pays 50%of the retired employees' monthly Medicare or non- Medicare premium based on the self-plan. For employees hired after June 30, 2001, and who retire with at least 15 years but fewer than 25 years of service,the County pays 75% of the retired employees' monthly Medicare or non-Medicare premium; for those retiring with over 25 years of service,the County pays the entire healthcare premium. - 81 - COUNTY OF HAWAII to the Basic Financial Statements June 30,2012 For active employees,the employee's contributions are based upon negotiated collective bargaining agreements. Employer contributions for employees not covered by collective tert. bargaining agreements and for retirees are prescribed by the HRS. The County's annual other postemployment benefit(OPEB)cost is calculated based on the annual required contribution(ARC)of the employer,which is an amount actuarially determined in accordance with the parameters of Governmental Accounting Standards Board Statement No. 45,Accounting and Financial Reporting by Employers for Postemployment Benefits Other than Pensions(GASB Statement No. 45). GASB Statement No. 45 addresses the failure of previous financial reporting practices to measure and recognize the cost of OPEB during the periods when employees render the services or to provide relevant information about OPEB obligations and the extent to which progress is being made in funding those obligations. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any unfunded actuarial liabilities(or funding excess)over a period not to exceed thirty(30)years. The current ARC rate is 27.8%of annual covered payroll. The following section shows the County's Annual OPEB cost for the year ended June 30, 2012,the amount actually contributed to the plan, and changes in the net OPEB liability: Annual required contribution $36,193,000 Interest on net OPEB obligation (9,000) Adjustment to annual required contribution 7,000 Annual OPEB Cost 36,191,000 Contributions made 13,729,900 Increase in net OPEB liability 22,461,100 Net OPEB asset-beginning of year (120,768) OPEB liability-end of year $22,340,332 The above net OPEB liability at the end of the year is included in the Statement of Net Assets in the noncurrent other liability amount of$22,340,332. The annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB asset for the year ended June 30, 2012 and the preceding two years were as follows: Percentage of Annual Net OPEB Fiscal Year OPEB Cost Obligation/ Ended Annual OPEB Cost Contributed (Asset) June 30, 2010 $25,823,000 109.1% ($3,931,381) June 30, 2011 $34,913,000 89.1% ($120,768) June 30, 2012 $36,191,000 37.9% $22,340,332 - 82 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2012 The schedule of funding progress based on the actuarial valuation date of July 1,2011, is as follows: Actuarial accrued liability $394,633,000 Actuarial value of plan assets 61,907,000 Unfunded actuarial accrued liability(UAAL) $332,726,000 Funded ratio 16% Covered payroll(active plan members) $130,170,000 UAAL as a percentage of covered payroll 256% 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 the healthcare cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as actual results are compared with past expectations and new estimates are made about the future. Projections of benefits for financial reporting purposes are based on the substantive plan(the plan as understood by the employer and plan members)and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. In the July 1, 2011 actuarial valuation,the entry age normal cost actuarial cost method was used. The actuarial assumptions included a 7.0%discount rate,which is based on the County's anticipated funding level, and an annual healthcare cost trend rate of 8.0% initially, reduced by decrements to an ultimate rate of 5.0% after nine years. The assumptions also include a 3.5% increase in payroll and a 3.0% inflation rate. The UAAL is being amortized as a level percentage of projected payroll on an open basis. The remaining amortization period at July 1, 2011 for the UAAL balance varies depending on the date each portion was established but is set to not exceed 30 years. The EUTF issues a publicly available financial report that includes financial statements and required supplementary information,which is available on-line at their web-site www.eutf.hawaii.gov or by contacting them at P.O. Box 2121,Honolulu,HI 96805-2121. Deferred Compensation Plan County employees are permitted to participate in a deferred compensation plan of the State of Hawai`i, adopted pursuant to Internal Revenue Code(IRC) section 457. The plan permits eligible employees to defer a portion of their salary until future years by contributing to a - 83 - p57 COUNTY OF HAWAII �f Notes to the Basic Financial Statements June 30, 2012 fund managed by a plan administrator. The deferred compensation amounts are not available to employees until termination,retirement, death, or unforeseeable emergency. ler All plan assets are held in a trust fund to protect them from claims of general creditors and from diversion to any uses other than paying benefits to participants and beneficiaries. The #k County has no responsibility for loss due to the investment or failure of investment of funds and assets in the plans,but does have the duty of due care that would be required of an ordinary prudent investor. Therefore,the deferred compensation plan assets are not reported in the accompanying basic financial statements. 14. COMPONENT UNIT DISCLOSURES Deposits and Investments POP At June 30,2012, cash,time certificates of deposit and money market funds of$30,131,036, with bank balances of$32,585,411 were held by the County on behalf of the Department. These balances were fully insured or collateralized with securities held by the County's agent in the County's name. The deposits and investments include investments received by the Department that are restricted as to use and are recorded as a restricted asset. Such funds amounted to $5,349,930 at June 30, 2012. At June 30,2012,the Department's investment portfolio consists of certificates of deposit. q Capital Assets The Department began operations as of January 1, 1950. At that date,the utility plant in pow service was transferred to the Department from the County at the cost of the utility plant assets acquired by the County for its water system from January 1, 1924 to December 31, 1949, less accumulated depreciation. Acquisitions prior to 1924 and acquisitions by gift or grant prior to 1950 are not included in utility plant. Additions to utility plant since January 1, 1950 are stated at original cost and include contributions by governmental agencies, private subdividers and customers at their cost or estimated cost. Construction costs include amounts for contract work, engineering supervision and other direct and indirect costs. Construction period interest is capitalized on utility plan constructed with tax-exempt debt. , Depreciation on the Department's utility plant assets in service is computed using the straight-line method over the estimated useful lives of the assets as follows: Structures and improvements 40 to 50 years Machinery and equipment 5 to 20 years Water systems 10 to 40 years - 84 - 0 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2012 The capital assets of the Department at June 30, 2012 were as follows: Utility plant in service $394,804,290 Less: accumulated depreciation (175,789,768) 219,014,522 Land and rights 3,570,659 Construction work in progress 46,237,024 Net capital assets $268,822,205 Long-Term Debt The County has issued general obligation bonds on behalf of the Department. The Department is responsible for the payment of the debt service on these bonds,but the County remains liable because they are general obligations of the County. The Department has recorded a liability for these general obligation bonds,which amounted to $43,173,981 at June 30,2012. General obligation bonds payable issued on behalf of the Department and other long-term debt at June 30, 2012 are comprised of the following: Public improvement bonds: 1993 Series A at 2.5%to 5.6%,due through 2013 $ 835,000 2004 Series D at 4.5%, due through 2039 236,578 2006 Series A at 4.0%to 5.0%,due through 2026 20,797,500 2008 Series A at 4.125%, due through 2043 142,570 2010 Series A at 3.33%to 6.1%, due through 2030 9,585,706 2010 Series B at 3.33%to 6.1%, due through 2030 6,107,099 Total public improvement bonds 37,704,453 Public improvement refunding bonds: 2004 Series at 2.0%to 5.25%,due through 2015 141,232 2007 Series at 4.0%to 5.0%,due through 2021 5,328,296 Total public improvement refunding bonds 5,469,528 Revolving fund loans: State revolving fund loan, interest up to 1.37%, due through 2030 13,406,406 American Recovery and Reinvestment Act State revolving fund loan, interest free,with total principal forgiveness upon fulfillment of conditions 4,466,407 Total revolving fund loans 17,872,813 Total $61,046,794 - 85 - COUNTY OF HAWAII Notes to the Basic Financial Statements P. June 30,2012 At June 30, 2012, future principal payments for long-term debt are scheduled as follows: Fiscal year ending June 30: 2013 $ 7,757,000 2014 2,532,000 4f,, 2015 3,264,000 2016 3,324,000 2017 3,432,000 2018—2022 18,907,000 2023 —2027 16,272,000 2028—2032 5,388,000 2033 —2037 87,000 2038—2042 76,000 2043 7,794 Total $61,046,794 Contributions in Aid of Construction N, The Department recognized $3,162,508 of contributions in aid of construction as nonoperating revenues for the fiscal year ended June 30, 2012. 0 Commitments and Contingent Liabilities Claims and judgments—The Department maintains property, auto liability, and general liability insurance policies. The Department remains self-insured for workers' compensation and other perils. The liability at June 30, 2012 for workers' compensation claims of 0. $156,000 was estimated based on a combination of case-by-case review and the application of historical experience to outstanding claims. d4N Construction contracts—The Department is obligated under construction contracts for the utility plant and other projects. Such commitments approximated$22,534,000 at 30, 2012. Post-Retirement Benefits Effective July 1, 2007,the Department adopted the provisions of GASB Statement No. 45. This statement addresses how state and local governments should account for and report their costs and obligations related to postemployment benefits, healthcare, and other nonpension benefits. The Department's annual required contribution for its postemployment benefit .Re obligation for the year ended June 30, 2012 was $2,400,000. The Department made contributions of$2,399,000 during the year ended June 30, 2012 and recorded a postemployment benefit asset of$3,000 at June 30, 2012. Vr - 86 - rr COUNTY OF HAWAII Required Supplementary Information June 30,2012 Schedule of Funding Progress for the EUTF (In thousands) Actuarial Accrued UAAL as a Actuarial Liability Unfunded Percentage Actuarial Value of (AAL)— AAL Funded Covered of Covered Valuation Assets Entry Age (UAAL) Ratio Payroll Payroll Date (a) (b) (b-a) (a/b) (c) ((b-a)/c) July 1, 2007 - $275,828 $275,828 - $127,420 216.5% July 1, 2009 $28,814 $439,225 $410,411 6.6% $133,555 307.3% July 1,2011 $61,907 $394,633 $332,726 15.7% $130,170 255.6% - 87 - MOP w9 14k' RP- This page intentionally left blank. lac PIP or Wit !IF der: ste, ' 1lRF Wk i0R - 88 - NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS HIGHWAY FUND-Used to account for the costs of maintaining the County's highways and streets. Financing is provided primarily by fuel,motor vehicle weight and public utility franchise taxes. SEWER FUND-Used to account for costs of operating the County's various sewer systems. Financing is provided by charges to users for sewer services. SOLID WASTE FUND—Used to accumulate moneys for the operation,maintenance,and administration of the County's solid waste management,collection and disposal systems. Financing is provided by tipping fees at the landfills and by disposal permit fees. CEMETERY FUND-Used to accumulate moneys to guarantee the future maintenance of County cemetery sites. Financing is provided from the sale of burial lots in County cemeteries. PARKING METER FUND-Used to account for the costs of maintaining County on-street and off-street parking areas. Financing is provided by the proceeds from parking meters. VEHICLE DISPOSAL FUND-Used to accumulate moneys for the towing,removal,disposal and recycling of abandoned or discarded automobiles and automobile parts. Financing is provided by annual fees collected with motor vehicle registrations. BIKEWAY FUND-Used to accumulate moneys for the construction of bikeways within the County. Financing is provided by bicycle license fees. WORKFORCE INVESTMENT ACT FUND-Used to account for employment and training services provided to economically disadvantaged adults,dislocated workers and youth. Financing is provided by federal grants. GOLF COURSE FUND-Used to account for the cost of operating the Hilo Municipal Golf Course. Funding is provided from green fees and payments from restaurant and pro shop concessionaires. GEOTHERMAL RELOCATION AND COMMUNITY BENEFITS FUND-Used to account for the County's share of geothermal resource royalties received from the operator of a geothermal power plant located in the County. The funds are earmarked for a geothermal relocation program and to benefit the lower Puna area. BEAUTIFICATION FUND-Used to accumulate moneys for the beautification of highways and disposal of abandoned vehicles within the County. Financing is provided by assessments on vehicle registrations. HAWAII COUNTY HOUSING AGENCY-Used to account for Federal and County moneys used to provide public housing assistance within the County. PARK DEDICATION FUND-Used to account for moneys deposited with the County by subdividers to provide land for parks and playgrounds in subdivisions. DEBT SERVICE FUND INTEREST FUND-Used to accumulate moneys for payment of interest on general obligation bonds. Moneys required to service interest maturities are transferred annually from the General Fund. BOND REDEMPTION FUND-Used to accumulate moneys for the payment of general obligation bonds. Moneys required to retire the bonds are transferred from the General Fund one year in advance of maturity. This page intentionally left blank. - 89 - COUNTY OF HAWAII tow Nonmajor Governmental Funds Combining Balance Sheet IMF June 30,2012 Special Revenue Funds Solid Parking VP Highway Sewer Waste Cemetery Meter ,,,, Fund Fund Fund Fund Fund Assets NO Cash and cash equivalents $ 15,920,849 $ 4,700,657 $10,733,325 $91,659 $186,796 w, Investments - - - - - Imprest fund - 400 250 - - fire' Receivables: Due from other governments 150,000 - 575,009 - - Due from other governmental funds - 10,260 273 - - ray Due from other nongovernmental funds - 1,350 - - - Trade,net of allowance for doubtful accounts - 1,288,376 1,364,302 - - Other 152 - 291,682 - - wr 150,152 1,299,986 2,231,266 - - Total assets $ 16,071,001 $ 6,001,043 $12,964,841 $91,659 $186,796 Liabilities and Fund Balances Mr Liabilities: , : Accounts payable $ 860,218 $ 431,617 $ 1,634,273 $ - $ - Accrued payroll 419,004 147,023 287,374 - - moo Due to other governmental funds 34,133 3,153 183,368 - - Deferred revenue - 1,288,376 1,376,300 - - Other 179 58,871 57 - - ,_r Total liabilities 1,313,534 1,929,040 3,481,372 - - w Fund balances: Restricted for: woo Debt service - - - - - ow Highways,streets and abandoned vehicles 14,757,467 - - - - Rental assistance and subsidy - - - - - w ' Committed to: ow Sanitation - 4,072,003 9,483,469 - - Highways,streets and abandoned vehicles - - - - 186,796 +w Rental assistance and subsidy - - - - - ow Cemetery - - - 91,659 - Golf course - - - - - ow Lower Puna area - - - - - Parks and recreational projects - - - - - Total fund balances 14,757,467 4,072,003 9,483,469 91,659 186,796 sw Total liabilities and fund balances $ 16,071,001 $ 6,001,043 $12,964,841 $91,659 $186,796 low wor ow -90 - w Special Revenue Funds Vehicle Workforce Golf Geothermal Reloc. Beauti- Hawaii County Park Disposal Bikeway Investment Course &Community fication Housing Dedication Fund Fund Act Fund Fund Benefits Fund Fund Agency Fund $2,820,134 $643,203 $ - $ 230,618 $ 3,233,775 $ 1,201,807 $ 2,707,325 $ 86,785 - - - - - - 3,400,000 - - - - 2,000 - - 200 - - - 251,685 - - - - - 124,981 - - - - - 75,404 - - - 38,993 1,688 220,035 - 106,561 - 124,981 - 290,678 1,688 220,035 - 181,965 - $2,945,115 $643,203 $ 290,678 $ 234,306 $ 3,453,810 $ 1,201,807 $ 6,289,490 $ 86,785 $ 404,702 $ - $ - $ 3,086 $ 5,527 $ 4,505 $ 111,810 $ - 4,923 - - 33,631 - - 118,876 - - - 290,678 3,153 - - - - - - - - - - 85,256 - - - - - - - 730,605 - 409,625 - 290,678 39,870 5,527 4,505 1,046,547 - - 643,203 - - - 1,197,302 - - - - - - - - 910,690 - 2,535,490 - - - - - - - - - - - - - 4,332,253 - - - - 194,436 - - - - - - - - 3,448,283 - - - - - - - - - - 86,785 2,535,490 643,203 - 194,436 3,448,283 1,197,302 5,242,943 86,785 $2,945,115 $643,203 $ 290,678 $ 234,306 $ 3,453,810 $ 1,201,807 $ 6,289,490 $ 86,785 (Continued) -91 - OW COUNTY OF HAWAII mar Nonmajor Governmental Funds :,: Combining Balance Sheet ,v, June 30,2012 (Concluded) R4? Debt Service Fund Total Bond Nonmajor q Interest Redemption Governmental Fund Fund Funds Assets RR Cash and cash equivalents $2,210,690 $24,234,149 $ 69,001,772 Investments - - 3,400,000 Imprest fund - - 2,850 !!R< Receivables: Due from other governments - - 976,694 Due from other governmental funds - - 210,918 sw Due from other nongovernmental funds - - 1,350 Trade,net of allowance for doubtful accounts - - 2,652,678 a Other - - 659,111 Sitv - - 4,500,751 Total assets $2,210,690 $24,234,149 $ 76,905,373 i Liabilities and Fund Balances ;Pt Liabilities: mit Accounts payable $ - $ - $ 3,455,738 Accrued payroll - - 1,010,831 gam. Due to other governmental funds - - 514,485 Deferred revenue - - 2,749,932 Other 71,930 220,000 1,081,642 Total liabilities 71,930 220,000 8,812,628 Fund balances: Restricted for: Debt service 2,138,760 24,014,149 26,152,909 Highways,streets and abandoned vehicles - - 16,597,972 Rental assistance and subsidy - - 910,690 ,R Committed to: Sanitation - - 13,555,472 Highways,streets and abandoned vehicles - - 2,722,286 , , Rental assistance and subsidy - - 4,332,253 Cemetery - - 91,659 Golf course - - 194,436 , Lower Puna area - - 3,448,283 Parks and recreational projects - - 86,785 Total fund balances 2,138,760 24,014,149 68,092,745 ,m. Total liabilities and fund balances $2,210,690 $24,234,149 $ 76,905,373 See accompanying independent auditors'report. -92 - ,.. This page intentionally left blank. - 93 - COUNTY OF HAWAII ., Nonmajor Governmental Funds ,_ Combining Statement of Revenues,Expenditures,and Changes in Fund Balances wen For the Fiscal Year Ended June 30,2012 Special Revenue Funds Solid Parking ,. Highway Sewer Waste Cemetery Meter Fund Fund Fund Fund Fund nwt Revenues „q, Fuel taxes $ 8,293,200 $ - $ - $ - $ - Public utility franchise taxes 11,065,112 - - - - Licenses and permits 7,149,063 - - - - , Intergovernmental 728,029 28,695 942,061 - - Charges for services - 6,533,752 6,656,158 - 13,117 *ee Investment earnings - - - - - Other 840,903 361 4,816 7,000 - Total revenues 28,076,307 6,562,808 7,603,035 7,000 13,117 Expenditures Current: General Government - - - - - Public safety 5,902,867 - - - - Highways and streets 14,465,703 - - - - Health, education and welfare - - - - - Culture and recreation - - - - - Sanitation - 6,442,200 21,221,008 - - Pension and retirement contributions 1,641,686 581,853 1,067,490 - - Employees'health insurance 942,590 271,361 614,216 - - Other 449,873 388,731 299,574 - - Debt service: Principal - - 1,538,811 - - Interest - - 75,858 - - Capital outlay - - 280,250 - - Total expenditures 23,402,719 7,684,145 25,097,207 - - Excess(deficiency)of revenues over(under)expenditures 4,673,588 (1,121,337) (17,494,172) 7,000 13,117 Other Financing Sources(Uses) Transfers in - - 18,158,708 - - Increase in capital leases - - 1,549,741 - - Transfers out (3,213,467) - - - - Total other financing sources(uses) (3,213,467) - 19,708,449 - - Net change in fund balances 1,460,121 (1,121,337) 2,214,277 7,000 13,117 Fund balances at beginning of year 13,297,346 5,193,340 7,269,192 84,659 173,679 Fund balances at end of year $ 14,757,467 $ 4,072,003 $ 9,483,469 $ 91,659 $186,796 -94- • Special Revenue Funds Vehicle Workforce Golf Geothermal Re loc. Beauti- Hawaii County Park Disposal Bikeway Investment Course &Community fication Housing Dedication Fund Fund Act Fund Fund Benefits Fund Fund Agency Fund $ - $ - $ - $ - $ - $ - $ - $ - 2,050,680 89,330 - - - 170,891 - - - - 1,962,571 - - - 15,212,470 - - - - 731,967 - - - - - - - - - - 7,899 63 - - - 20 929,084 - 33,631 - 2,050,680 89,330 1,962,571 731,987 929,084 170,891 15,254,000 63 - - - - 267,094 - - - - - - - 36,000 - - - - - - - - 74,509 - - - - 1,962,571 - - - 15,031,095 - - - - 830,143 5,527 20,697 - - 877,284 - - - - - - - 19,996 - - 144,706 - - 473,718 - 12,608 - - 86,598 - - 202,176 - - - 4,554 - - - - - - - - - - 9,845 - - - - - - - 2,418 - 156,326 - - - - - - - 1,066,214 - 1,962,571 1,066,001 308,621 95,206 15,719,252 - 984,466 89,330 - (334,014) 620,463 75,685 (465,252) 63 - - - 315,666 - - 838,384 - - - - - - - 43,677 - - - - - (450,000) - - - - - - 315,666 (450,000) - 882,061 - 984,466 89,330 - (18,348) 170,463 75,685 416,809 63 1,551,024 553,873 - 212,784 3,277,820 1,121,617 4,826,134 86,722 $2,535,490 $ 643,203 $ - $ 194,436 $ 3,448,283 $1,197,302 $ 5,242,943 $ 86,785 (Continued) -95 - COUNTY OF HAWAII Nonmajor Governmental Funds Combining Statement of Revenues,Expenditures,and Changes in Fund n Fund Bano For the Fiscal Year Ended June 30,2012 (Concluded) VP Debt Service Fund Total Bond Nonmajor ,.. Interest Redemption Governmental Fund Fund Funds 06 Revenues Fuel taxes $ - $ - $ 8,293,200 Public utility franchise taxes - - 11,065,112 Licenses and permits - - 9,459,964 Intergovernmental 442,719 - 19,316,545 Charges for services - - 13,934,994 a Investment earnings - - 7,962 Other - - 1,815,815 Total revenues 442,719 - 63,893,592 or Expenditures Current: . General Government - - 267,094 Public safety - - 5,938,867 Highways and streets - - 14,540,212 Health,education and welfare - - 16,993,666 Culture and recreation - - 856,367 Sanitation - - 28,540,492 Pension and retirement contributions - - 3,929,449 Employees'health insurance - - 2,129,549 Other - - 1,142,732 Debt service: - Principal - 23,059,659 24,608,315 Interest 14,839,262 - 14,917,538 Capital outlay - - 436,576 Total expenditures 14,839,262 23,059,659 114,300,857 Excess(deficiency)of revenues , over(under)expenditures (14,396,543) (23,059,659) (50,407,265) Other Financing Sources(Uses) Transfers in 14,663,416 22,331,013 56,307,187 Increase in capital leases - - 1,593,418 Transfers out - - (3,663,467) Total other fmancing sources(uses) 14,663,416 22,331,013 54,237,138 Net change in fund balances 266,873 (728,646) 3,829,873 Fund balances at beginning of year 1,871,887 24,742,795 64,262,872 Fund balances at end of year $ 2,138,760 $24,014,149 $68,092,745 See accompanying independent auditors'report. -96 - COUNTY OF HAWAII Highway Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Taxes: Fuel taxes $ 6,690,816 $6,690,816 $ 8,293,200 $ 1,602,384 Public utility franchise taxes 9,325,032 9,325,032 11,065,112 1,740,080 Total taxes 16,015,848 16,015,848 19,358,312 3,342,464 Licenses and permits-motor vehicle weight taxes 6,667,389 6,667,389 7,149,063 481,674 Intergovernmental 577,210 727,210 728,029 819 Charges for services 400,000 400,000 570,158 170,158 Other 80,618 80,618 270,745 190,127 Total revenues 23,741,065 23,891,065 28,076,307 4,185,242 Expenditures: Public safety-traffic engineering 5,800,716 6,137,716 5,620,162 517,554 Highways and streets 12,070,566 12,070,566 10,509,326 1,561,240 Highways and streets-mass transit 4,044,593 4,044,593 4,044,389 204 Pension and retirement contributions 2,075,283 2,075,283 1,574,013 501,270 Employees'health insurance 1,087,116 1,087,116 902,401 184,715 Other 1,000,000 813,000 443,016 369,984 Total expenditures 26,078,274 26,228,274 23,093,307 3,134,967 Excess(deficiency)of revenues over(under) expenditures (2,337,209) (2,337,209) 4,983,000 7,320,209 Other financing uses: Transfers out-Capital Projects Fund (3,189,216) (3,213,467) (3,213,467) - Excess(deficiency)of revenues over(under) expenditures and other uses (5,526,425) (5,550,676) 1,769,533 7,320,209 Fund balance at beginning of year 13,297,346 13,297,346 13,297,346 - Fund balance at end of year $ 7,770,921 $7,746,670 $ 15,066,879 $ 7,320,209 See accompanying independent auditors'report. -97- COUNTY OF HAWAII Sewer Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- "I'" Budget and Actual(Budgetary Basis) ,r,. For the Fiscal Year Ended June 30,2012 IIIPt Actual Variance Original Final (Budgetary Positive L„ Budget Budget Basis) (Negative) Revenues: Intergovernmental $ - $ - $ 28,695 $ 28,695 Charges for services-sewer fees 6,920,957 6,920,957 6,533,752 (387,205) Other - - 361 361 N Total revenues 6,920,957 6,920,957 6,562,808 (358,149) Expenditures: Sanitation 6,486,318 6,616,918 6,282,844 334,074 Pension and retirement contributions 661,303 557,803 557,443 360 Employees'health insurance 302,797 260,297 260,216 81 Other 1,635,000 1,650,400 485,272 1,165,128 Total expenditures 9,085,418 9,085,418 7,585,775 1,499,643 Deficiency of revenues under expenditures (2,164,461) (2,164,461) (1,022,967) 1,141,494 Fund balance at beginning of year 5,193,340 5,193,340 5,193,340 - Fund balance at end of year $ 3,028,879 $ 3,028,879 $ 4,170,373 $ 1,141,494 See accompanying independent auditors'report. -98- COUNTY OF HAWAII Solid Waste Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Intergovernmental $ 915,000 $ 930,000 $ 905,461 $ (24,539) Charges for services-tipping fees 6,875,306 6,875,306 6,656,158 (219,148) Other - - 4,816 4,816 Total revenues 7,790,306 7,805,306 7,566,435 (238,871) Expenditures: Sanitation 25,978,228 25,993,228 22,832,853 3,160,375 Pension and retirement contributions 1,169,928 1,169,928 1,020,259 149,669 Employees'health insurance 657,036 657,036 588,410 68,626 Other 450,000 450,000 300,947 149,053 Total expenditures 28,255,192 28,270,192 24,742,469 3,527,723 Deficiency of revenues under expenditures (20,464,886) (20,464,886) (17,176,034) 3,288,852 Other financing sources: Transfers in-General Fund 18,158,708 18,158,708 18,158,708 - Excess(deficiency)of revenues and other sources over(under)expenditures (2,306,178) (2,306,178) 982,674 3,288,852 Fund balance at beginning of year 7,269,192 7,269,192 7,269,192 - Fund balance at end of year $4,963,014 $4,963,014 $ 8,251,866 $3,288,852 See accompanying independent auditors'report -99 - COUNTY OF HAWAII Cemetery Fund . Schedule of Revenues,Expenditures,and Changes in Fund Balance- P Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 R Actual Variance Original Final (Budgetary Positive wet Budget Budget Basis) (Negative) Revenues-other-sale of cemetery plots $ 10,000 $ 10,000 $ 7,000 $ (3,000) Expenditures-health,education and welfare 10,000 10,000 - 10,000 Excess of revenues over expenditures - - 7,000 7,000 Fund balance at beginning of year 84,659 84,659 84,659 - Fund balance at end of year $ 84,659 $ 84,659 $ 91,659 $ 7,000 MP See accompanying independent auditors'report. 41411 400f 400 qos, — 100 - , ; COUNTY OF HAWAII Parking Meter Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues-Charges for services-highways and streets $ - $ - $ 13,117 $ 13,117 Excess of revenues over expenditures - - 13,117 13,117 Fund balance at beginning of year 173,679 173,679 173,679 - Fund balance at end of year $ 173,679 $ 173,679 $ 186,796 $ 13,117 See accompanying independent auditors'report. - 101 - COUNTY OF HAWAII to, Vehicle Disposal Fund `' Schedule of Revenues,Expenditures,and Changes in Fund Balance- ■1 Budget and Actual(Budgetary Basis) ttth For the Fiscal Year Ended June 30,2012 NIP Actual Variance ` # Original Final (Budgetary Positive M Budget Budget Basis) (Negative) Revenues: 0,1P Licenses and permits-vehicle disposal fee $2,031,888 $2,031,888 $2,050,680 $ 18,792 Expenditures: Sanitation 2,559,268 2,559,268 2,169,232 390,036 .0. Pension and retirement contributions 21,563 21,563 19,194 2,369 Employees'health insurance 15,986 15,986 12,148 3,838 Other 2,000 2,000 - 2,000 R. Total expenditures 2,598,817 2,598,817 2,200,574 398,243 Deficiency of revenues under expenditures (566,929) (566,929) (149,894) 417,035 4 Fund balance at beginning of year 1,551,024 1,551,024 1,551,024 - Fund balance at end of year $ 984,095 $ 984,095 $ 1,401,130 $ 417,035 See accompanying independent auditors'report. fo - 102 - 0., COUNTY OF HAWAII Bikeway Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Original Actual Variance and Final (Budgetary Positive Budget Basis) (Negative) Revenues-licenses and permits-bicycle tax $ 20,000 $ 89,330 $ 69,330 Expenditures-highways and streets 171,000 - 171,000 Excess(deficiency)of revenues over(under) expenditures (151,000) 89,330 240,330 Fund balance at beginning of year 553,873 553,873 - Fund balance at end of year $402,873 $643,203 $240,330 See accompanying independent auditors'report. - 103 - COUNTY OF HAWAII Workforce Investment Act Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive 11 Budget Budget Basis) (Negative) Revenues-intergovernmental-federal grants - $ 1,521,232 $ 1,422,662 $ (98,570) s Expenditures-health,education and welfare - 1,521,232 1,422,662 98,570 �. Excess of revenues over expenditures - - - - gmt Fund balance at beginning of year - - - - Fund balance at end of year See accompanying independent auditors'report. ow OPr 11P i!. er± - 104- "" COUNTY OF HAWAII Golf Course Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Charges for services $ 804,647 $ 804,647 $ 731,967 $ (72,680) Other - - 20 20 Total revenues 804,647 804,647 731,987 (72,660) Expenditures: Culture and recreation 849,592 849,592 783,521 66,071 Pension and retirement contributions 151,845 152,445 139,223 13,222 Employees'health insurance 105,357 105,357 83,241 22,116 Other 13,519 12,919 4,383 8,536 Total expenditures 1,120,313 1,120,313 1,010,368 109,945 Deficiency of revenues under expenditures (315,666) (315,666) (278,381) 37,285 Other financing sources: Transfers in-General Fund 315,666 315,666 315,666 - Excess of revenues and other sources ' over expenditures - - 37,285 37,285 Fund balance at beginning of year 212,784 212,784 212,784 - R, Fund balance at end of year $ 212,784 $ 212,784 $ 250,069 $ 37,285 See accompanying independent auditors'report. - 105 - COUNTY OF HAWAII VP Geothermal Relocation and Community Benefits Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- 'i' Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 ,„,Q Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues-other-geothermal royalties $ 575,000 $ 575,000 $ 929,084 $ 354,084 0c Expenditures: General government: Legislative 24,890 24,890 24,890 - 0,,. Planning and zoning 429,110 429,110 242,204 186,906 ,w, Public safety-traffic 96,000 96,000 36,000 60,000 Culture and recreation-parks and recreation 25,000 25,000 - 25,000 PAW Total expenditures 575,000 575,000 303,094 271,906 Excess of revenues over expenditures - - 625,990 625,990 ""4 Other financing uses: Transfers out-Capital Projects Fund - (450,000) (450,000) - . Excess(deficiency)of revenues over(under) , expenditures and other uses - (450,000) 175,990 625,990 Pot Fund balance at beginning of year 3,277,820 3,277,820 3,277,820 - Fund balance at end of year $ 3,277,820 $2,827,820 $ 3,453,810 $ 625,990 4 See accompanying independent auditors'report. 4 - 106- COUNTY OF HAWAII Beautification Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues-licenses and permits-highway beautification $ 153,600 $ 153,600 $ 170,891 $ 17,291 Expenditures: Highways and streets 92,300 92,300 72,534 19,766 Culture and recreation 61,300 61,300 27,394 33,906 Total expenditures 153,600 153,600 99,928 53,672 Excess of revenues over expenditures - - 70,963 70,963 Fund balance at beginning of year 1,121,617 1,121,617 1,121,617 - Fund balance at end of year $1,121,617 $1,121,617 $1,192,580 $ 70,963 See accompanying independent auditors'report. - 107 - Mr COUNTY OF HAWAII OP Hawaii County Housing Agency Schedule of Revenues,Expenditures,and Changes in Fund Balance- ow Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 woo Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) '"o Revenues: Intergovernmental- P Federal-HUD-Voucher program $15,265,687 $15,265,687 $15,178,813 $ (86,874) .,, Other 41,046 41,046 33,657 (7,389) Investment earnings 6,000 6,000 7,899 1,899 "' Resale of property - - 33,545 33,545 Other - - 86 86 ow Total revenues 15,312,733 15,312,733 15,254,000 (58,733) Expenditures: Health,education and welfare 15,404,388 15,404,388 14,725,884 678,504 MI Pension and retirement contributions 521,478 521,478 453,774 67,704 Employees'health insurance 225,251 225,251 193,586 31,665 Total expenditures 16,151,117 16,151,117 15,373,244 777,873 NI Deficiency of revenues under expenditures (838,384) (838,384) (119,244) 719,140 ' Other financing sources: 0/114 Transfers in-General Fund 838,384 838,384 838,384 - int Excess of revenues and other sources over expenditures - - 719,140 719,140 wo Fund balance at beginning of year 4,826,134 4,826,134 4,826,134 - Fund balance at end of year $ 4,826,134 $ 4,826,134 $ 5,545,274 $ 719,140 " wo See accompanying independent auditors'report. - 108 - COUNTY OF HAWAII Park Dedication Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2012 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues-investment earnings $ - $ - $ 63 $ 63 Excess of revenues over expenditures - - 63 63 Fund balance at beginning of year 86,722 86,722 86,722 - Fund balance at end of year $ 86,722 $ 86,722 $ 86,785 $ 63 See accompanying independent auditors'report. - 109 - COUNTY OF HAWAII O,,: Agency Funds Combining Statement of Agency Funds Net Assets 91,C3 June 30,2012 Performance State Improvement Improvement Improvement and Weight District District District Refundable Tax No. 17 No. 18 Revolving Deposits Fund Fund Fund Fund Fund Assets Cash and cash equivalents $1,755,546 $ - $ 17,532 $ 286,569 $ 522,542 Investments - - 1,458,449 - - ,t. Due from other agency funds - - - - - Other receivables - - 8,146 - - Total assets $1,755,546 $ - $ 1,484,127 $ 286,569 $ 522,542 m4, Liabilities Due to other agency funds $ - $ - $ - $ - $ 1,920 Accrued liabilities 1,755,546 - 10,907 - - Advances payable - - 14,183 - 520,622 ow Assets held for the benefit of improvement districts - - 1,459,037 286,569 - Total liabilities $1,755,546 $ - $ 1,484,127 $ 286,569 $ 522,542 M See accompanying independent auditors'report. r;v, mor- VIt tW - 110- .4 Non-Profit Organ and Business Payroll Flexible Lapsed License Tissue Improvement Clearance Spending Warrants Plates Education District Fund Account Fund Fund Fund 1 -Kailua Total $ 323,344 $365,481 $ 221,496 $ 1,175 $ 923 $ 2,183 $ 3,496,791 - - - - - - 1,458,449 - - 2,246 - - - 2,246 - - 11,150 - - 14,997 34,293 $ 323,344 $365,481 $ 234,892 $ 1,175 $ 923 $ 17,180 $ 4,991,779 $ 326 $ - $ - $ - $ - $ - $ 2,246 323,018 365,481 234,892 1,175 923 2,183 2,694,125 - - - - - - 534,805 - - - - - 14,997 1,760,603 $ 323,344 $365,481 $ 234,892 $ 1,175 $ 923 $ 17,180 $ 4,991,779 - 111 - k: COUNTY OF HAWAII ocr Agency Funds Combining Statement of Changes in Assets and Liabilities 144' For the Fiscal Year Ended June 30,2012 Balance Balance July 1, June 30, 2011 Additions Deductions 2012 6' State Weight Tax Fund Assets Cash and cash equivalents $ 893,557 $ 18,285,628 $ 17,423,639 $1,755,546 Liabilities Vouchers payable $ - $ 17,336,190 $ 17,336,190 ' $ - Accrued liabilities - 1 - 1 Accrued liabilities-due to State of Hawaii 893,557 18,286,295 17,424,307 1,755,545 Total liabilities $ 893,557 $ 35,622,486 $ 34,760,497 $1,755,546 Improvement District No. 17 Fund Assets Cash and cash equivalents $ 83,314 $ 720,728 $ 804,042 $ Liabilities Pr Vouchers Payable $ - $ 83,498 $ 83,498 $ - Assets held for the benefit of improvement districts 83,314 230 83,544 - ■ra Total liabilities $ 83,314 $ 83,728 $ 167,042 $ 11111M idNro WOW NW M?9R - 112- �R COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30,2012 Balance Balance July 1, June 30, 2011 Additions Deductions 2012 Improvement District No. 18 Fund Assets Cash and cash equivalents $ 68,307 $ 343,083 $ 393,858 $ 17,532 Investments 1,586,399 12,314 140,264 1,458,449 Other receivables 12,014 310,969 314,837 8,146 Total assets $1,666,720 $ 666,366 $ 848,959 $1,484,127 Liabilities Vouchers payable $ - $ 284,851 $ 284,851 $ - Accrued liabilities 14,873 266,510 270,476 10,907 Advances payable 11,702 14,183 11,702 14,183 Assets held for the benefit of improvement districts 1,640,145 319,880 500,988 1,459,037 Total liabilities $1,666,720 $ 885,424 $ 1,068,017 $1,484,127 Improvement District Revolving Fund Assets Cash and cash equivalents $ 401,220 $ 290 $ 114,941 $ 286,569 Liabilities Vouchers payable $ - $ 114,936 $ 114,936 $ - Assets held for the benefit of improvement districts 401,220 290 114,941 286,569 Total liabilities $ 401,220 $ 115,226 $ 229,877 $ 286,569 Performance and Refundable Deposits Fund Assets Cash and cash equivalents $ 548,549 $ 374,996 $ 401,003 $ 522,542 Due from other non-agency funds 11,600 - 11,600 - Total assets $ 560,149 $ 374,996 $ 412,603 $ 522,542 Liabilities Vouchers payable $ - $ 385,166 $ 385,166 $ - Due to other agency funds 800 1,920 800 1,920 Advances payable 559,349 361,251 399,978 520,622 Total liabilities $ 560,149 $ 748,337 $ 785,944 $ 522,542 - 113 - COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities , For the Fiscal Year Ended June 30,2012 Balance Balance July 1, June 30, 2011 Additions Deductions 2012 Payroll Clearance Fund Assets Cash and cash equivalents $1,699,774 $203,409,644 $204,786,074 $ 323,344 Due from other non-agency funds - 204,811,333 204,811,333 - Other receivables 8,674 - 8,674 - wow Total assets $1,708,448 $408,220,977 $409,606,081 $ 323,344 Liabilities vtl Vouchers payable $ - $ 94,017,611 $ 94,017,611 $ - Due to other agency funds 1,316 326 1,316 326 Accrued liabilities 1,707,132 387,133,467 388,517,581 323,018 mss. Total liabilities $1,708,448 $481,151,404 $482,536,508 $ 323,344 Flexible Spending Account 101* Assets Cash and cash equivalents $ 366,905 $ 284,109 $ 285,533 $ 365,481 Liabilities Accrued liabilities $ 366,905 $ 284,109 $ 285,533 $ 365,481 Lapsed Warrants Fund Assets PP Cash and cash equivalents $ 202,302 $ 20,231 $ 1,037 $ 221,496 Due from other agency funds 2,116 2,246 2,116 2,246k Other receivables 17,898 11,150 17,898 11,150 ■t, Total assets $ 222,316 $ 33,627 $ 21,051 $ 234,892 Liabilities Vouchers payable $ - $ 1,038 $ 1,038 $ - Accrued liabilities 222,316 39,654 27,078 234,892 Total liabilities $ 222,316 $ 40,692 $ 28,116 $ 234,892 OP - 114 - COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30,2012 Balance Balance July 1, June 30, 2011 Additions Deductions 2012 Non-Profit License Plates Fund Assets Cash and cash equivalents $ 1,175 $ 4,537 $ 4,537 $ 1,175 Liabilities Vouchers payable $ - $ 4,425 $ 4,425 $ - Accrued liabilities: Due to non-profit agency 1,175 4,537 4,537 1,175 Total liabilities $ 1,175 $ 8,962 $ 8,962 $ 1,175 Organ and Tissue Education Fund Assets Cash and cash equivalents $ 577 $ 3,634 $ 3,288 $ 923 Liabilities Vouchers payable $ - $ 3,237 $ 3,237 $ - Accrued liabilities-due to State of Hawaii 577 3,634 3,288 923 Total liabilities $ 577 $ 6,871 $ 6,525 $ 923 Business Improvement District 1-Kailua Assets Cash and cash equivalents $ 5,287 $ 784,080 $ 787,184 $ 2,183 Other receivables-BID 1-Kailua Assessment 15,335 783,779 784,117 14,997 Other receivables - 27,469 27,469 - Total assets $ 20,622 $ 1,595,328 $ 1,598,770 $ 17,180 Liabilities Vouchers payable $ - $ 785,265 $ 785,265 $ - Accrued liabilities-due to KVBID 5,287 2,183 5,287 2,183 Assets held for the benefit of improvement districts 15,335 776,917 777,255 14,997 Total liabilities $ 20,622 $ 1,564,365 $ 1,567,807 $ 17,180 - 115 - COUNTY OF HAWAII Agency Funds ,. Combining Statement of Changes in Assets and Liabilities PIROP For the Fiscal Year Ended June 30,2012 r Balance Balance July 1, June 30, 2011 Additions Deductions 2012 r Total-All Agency Funds Assets Cash and cash equivalents $4,270,967 $224,230,960 $225,005,136 $3,496,791 Investments 1,586,399 12,314 140,264 1,458,449 Due from other agency funds 2,116 2,246 2,116 2,246 Due from other non-agency funds 11,600 204,811,333 204,822,933 - *r Other receivables-BID 1-Kailua Assessment 15,335 783,779 784,117 14,997 Other receivables 38,586 349,588 368,878 19,296 ar Total assets $5,925,003 $430,190,220 $431,123,444 $4,991,779 Liabilities Vouchers payable $ - $ 113,016,217 $ 113,016,217 $ - � Due to other agency funds 2,116 2,246 2,116 2,246 at, Accrued liabilities 2,311,226 387,723,741 389,100,668 934,299 Accrued liabilities-due to non-profit agency 1,175 4,537 4,537 1,175 or, Accrued liabilities-due to State of Hawaii 894,134 18,289,929 17,427,595 1,756,468 Accrued liabilities-due to KVBID 5,287 2,183 5,287 2,183 Advances payable 571,051 375,434 411,680 534,805 Assets held for the benefit '" of improvement districts 2,140,014 1,097,317 1,476,728 1,760,603 Total liabilities $5,925,003 $520,511,604 $521,444,828 $4,991,779 See accompanying independent auditors'report. ■P PRVF 14 em - 116- �w, COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Private Purpose Trust Net Assets June 30, 2012 Shippers' Total Geothermal Wharf Private Asset Trust Purpose Assets Fund Fund Trusts Cash and cash equivalents $ 2,158,332 $ 1,558,285 $ 3,716,617 Investments - 1,208,703 1,208,703 Total assets $ 2,158,332 $ 2,766,988 $ 4,925,320 Net Assets Held in trust for other parties $ 2,158,332 $ 2,766,988 $ 4,925,320 Total net assets $ 2,158,332 $ 2,766,988 $ 4,925,320 See accompanying independent auditors'report. • - 117 - COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Changes in Private Purpose Trust Net Assets For the Fiscal Year Ended June 30,2012 Shippers' Total Geothermal Wharf Private Asset Trust Purpose Fund Fund Trusts 4,t1, Additions Contributions: Puna Geothermal Venture $ 50,000 $ - $ 50,000 Investment earnings: Net increase in fair value of investments - 169,833 169,833 Dividends - 55,919 55,919 PIP Interest 1,532 1,398 2,930 mss, Total additions 51,532 227,150 278,682 Deductions Grant payments - 120,609 120,609 deductions - 120,609 120,609 Change in net assets 51,532 106,541 158,073 Net assets,beginning of year 2,106,800 2,660,447 4,767,247 Net assets,end of year $ 2,158,332 $ 2,766,988 $ 4,925,320 a+a See accompanying independent auditors'report. 1114 nF N w s - 118 - STATISTICAL SECTION (UNAUDITED) Contents Page Financial Trends—These schedules contain trend information to help help the reader understand how the County's financial performance and well-being have changed over time. 119 Revenue Capacity—These schedules contain information to help the reader assess the County's most significant local revenue source,the property tax. 124 Debt Capacity—These schedules present information to help the reader assess the affordability of the County's current levels of outstanding debt and the County's ability to issue additional debt in the future. 130 Demographic and Economic Information—These schedules offer demographic and economic indicators to help the reader understand the environment within which the County's financial acitivities take place. 133 Operating Information—These schedules contain service and infrastructure data to help the reader understand how the information in the County's financial report relates to the services provided and the activities performed by the County. 135 d' en I` d' 00 0o 00 d' N V 00 V) N 00 )0 00 --- 0) 01 M M 00 Vl 07 d' O O h N vl b O vi N H 00 '0 d' 00 00 V) V1 O d' 01 d' O M M M O M .-- d' 0 k--,‘N h 0 N O) d- en CO ON d' en 00 tn NO at NO 49 69 69 69 69 69 oO t- NO .-- NO tN -- d. d' d' t-- cn M ON d' 00 NO 00 00 M O 00 N •-- N )O O 0' 0) O cn )0 N t w)D )O _ O) O t"- )O 00 Vi O) en 00 V) NO O .--- O d' 00 en O 00 d' d' ^' N en 00 O M 00 N V M d' 0) )O O (n M N _ V Nd.V) O Vl 0 6699 64 69 69 64 69 .-. 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COUNTY OF HAWAII Changes in Fund Balances,Governmental Funds (Modified accrual basis of accounting) Last Ten Fiscal Years (Amounts in thousands) 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 Revenues: Property tax $109,991 $121,868 $131,087 $153,207 $181,446 $208,313 $225,858 $215,548 $216,511 $208,231 Public service company tax 5,064 5,332 6,351 6,812 7,396 8,381 10,229 9,647 9,297 9,897 Fuel tax 7,343 7,552 7,581 7,857 8,471 7,888 7,662 7,406 7,603 8,293 Public utility franchise tax 4,817 5,373 6,017 7,329 8,520 9,027 11,118 8,963 9,416 11,065 Licenses and permits 9,261 11,840 14,442 16,544 16,269 15,918 14,972 14,725 15,097 15,790 Intergovernmental 65,203 58,559 73,372 69,637 63,599 72,601 70,869 77,614 93,748 100,867 Charges for services 13,481 14,467 18,149 19,852 21,685 22,154 21,404 18,909 16,416 16,885 Investment earnings 2,066 1,806 3,104 5,223 10,291 12,144 8,914 2,253 510 406 Other 6,179 4,718 4,450 4,380 5,073 7,151 5,690 3,241 7,874 4,201 Total Revenues 223,405 231,515 264,553 290,841 322,750 363,577 376,716 358,306 376,472 375,635 Expenditures: Current: General government 22,317 23,070 26,183 31,153 37,652 42,991 45,882 40,586 34,251 35,088 Public safety 64,667 69,117 76,404 83,591 93,241 103,617 107,540 108,798 104,917 104,523 Highways and streets 8,675 9,542 9,787 12,608 14,033 19,529 17,159 20,222 17,114 17,338 Sanitation 16,629 17,602 21,883 26,565 31,817 33,405 35,025 35,675 28,424 29,511 Health,education and welfare 18,867 19,047 19,870 19,050 21,470 24,609 24,596 25,519 26,847 23,749 Culture and recreation 13,086 13,169 13,982 14,731 17,118 18,179 18,853 17,266 16,001 16,763 Pension and retirement contributions 7,926 11,081 14,204 19,937 21,796 24,296 28,870 28,509 27,284 27,773 Employees'health insurance 12,758 14,256 16,168 16,133 16,941 18,089 19,119 23,573 25,212 25,902 Other postemployment benefits - - - - - 13,629 14,950 15,700 17,307 - Other 5,629 7,128 6,133 6,780 5,108 5,344 6,257 4,773 4,758 4,183 Debt service: Principal 11,800 12,826 13,150 14,060 16,076 16,548 19,749 20,720 42,233 24,834 Interest 8,469 9,283 9,534 9,914 9,894 13,116 12,790 14,584 14,841 15,032 Capital outlay 32,952 23,474 32,816 30,588 52,285 70,156 89,368 100,653 87,782 71,220 Total Expenditures 223,775 229,595 260,114 285,110 337,431 403,508 440,158 456,578 446,971 395,916 Revenues over(under)Expenditures (370) 1,920 4,439 5,731 (14,681) (39,931) (63,442) (98,272) (70,499) (20,281) Other Financing Sources(Uses): Sale of assets 9 1,593 1,486 82 5 3,470 58 10 6 153 Capital leases 1,353 1,474 1,369 404 2,403 2,187 1,026 1,948 47 2,521 State Revolving Fund loans 853 - 1,504 25 6,255 1,916 280 6,811 9,257 4,569 Sale of bonds 37,262 1,725 30,000 25,000 85,000 - 50,000 - 45,000 - Issuance of bond anticipation notes(BANs) - - - - - - - 19,000 - - Refunding bonds - - 24,595 - 31,607 - - - - - Premium on bonds - - 3,025 972 3,099 - 185 - 2,078 - Refunding bonds/BANs issuance costs - - (129) - (218) - - (19) - - Payment to refunded bond escrow agent - - (25,885) - (32,699) - - - - Transfers in 29,943 39,440 42,119 45,691 59,139 64,929 56,697 61,495 56,099 59,971 Transfers out (29,943) (39,440) (42,119) (45,691) (59,139) (64,929) (56,697) (61,495) (56,099) (59,971) Total other financing sources 39,477 4,792 35,965 26,483 95,452 7,573 51,549 27,750 56,388 7,243 Net change in fund balances $ 39,107 $ 6,712 $ 40,404 $ 32,214 $ 80,771 $(32,358) $(11,893) $(70,522) $(14,111) $(13,038) Debt service as a percentage of noncapital expenditures 10.7% 10.8% 10.3% 9.7% 9.0% 9.3% 9.0% 10.4% 15.9% 12.3% Unaudited-see accompanying independent auditors'report. -123- EPIt1 FMB 4.4' to N 0.) d• d• d• •-- to d' 00 M 00 .-, N to .-. to O M O N M .--• to to l0 ON .-+ tC 00 M O t� N to t� t� ON M •--- N d' �O 0 N O •---. 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N 0 N .y N a c N 0 vi U N ci)� dZU .5 dUx wdZU4dUZd a4dxUsdUx ¢ k c 00 CT CD D a) 00 00 O p.,� ' N N N 0 U ,.0 µms„ 11 - 126 - ° ' N en N N t O N - - N 00 00 CT N --+ 6) a) 00 01 O\ 0f \O l� N O V7 N \O \0 •--• 00 0 lI' (� vl ON •--• 00 'C O\ O co ,O N �-' 'd' N O �t N N O� �--� CO O '�t l� v'i O� �--� O �O M ,--� co 4.ct 00 to 0\ M O N 06 O\ O\ M M Q\ v7 00 �t N \O ti__,, H 0 0 N O — N <1- O\ O\ � '0 -- O N O O\ kD O N O 0 00 00 \O O O M O •--, ken M O^ M v O vi M O N 7 a �✓ N cd 6, M '"- "- — v7 N '0 M •--- .--, .--, � N ' z 3 OD O •0 C> '� 0 0 v7 vl O 0 kn it k > v) 0 v) O 0 v1 v) in in .WO .--, 00 00 — — en 00 v'1 vl -� 00 00 --- •� en 00 Cr) in O\ O\ O1 0\ O\ 00 O\ v'; v"I O■ O\ O\ O\ O■ 00 O1 v v N ) "; . a g I~ GS EA H a as U a) OD O Qs N in en V' --+ O\ -'t \O N •--- 0 en 00 0 ' 0 '0 0 --- CO 0 0 4- ..0 00 N en 00 0\ Q1 N N 0 en 00 0 ON •--- N •--- O\ N 0 0 CO ,--, CO 00 N kn "1'.. kn., 00 V7 --4 N 00 O l� 00 Cl, \O d' ---∎ N k 'O ,t O 00 'ct 0 •--- M N O\ O\ N --- l� M .--■ d' 0, 00 'b 0 CO 0 00 d' ON 0 O• 1/4.0 cr N in 47 7 0 M •0 N N N N O\ 0 �d H a [ 0\ 00 M v) O■ D\ 'n \O o0 v) V7 M v 1 N IT) en -'' N N N enn en --' N N N_, Lr' 0 Z 69 69 69 - 0 0 0 N • U CO rat /> w °- 0 kn un O 0 Cr) V7 Vl vl 0 0 V7 V7 O 0 Ln v) V7 V7 U F-1 W r O> •--■ 00 00 .--, .--, en 00 vl I/"1 2 .--, 00 00 .--, —' en 00 V7 v1 0 iC 4r v1 69 01 D■ O■ 01 O\ 00 O\ Vl vl "O O\ D\ Q\ Q\ 01 00 D\ v1 "O 0 vv) w � a H O � U O O N 0 ' 0 O' . N N A -0 CO d N y 0 N N 0 00 00 v) \0 N 0 N N v) 0 --, in N Cr) 'ch 00 0\ �r N p; 0 VI ,, O. 4, I N 0 \O \O \O l0 en O\ 00 >' \O O\ N \0 'Cr 00 N M O\ en >' Y -0 w 0 CO C O\ \)0 �t ---� 00 f� N �t N N O N •� O\ N N 00 0 00 ON 0- qq 4 N N :mi. 0 0 0 M "t N 00 O\ 00 O U a, N •--. \O \O en O N l 0 U CO CO 1"' > yam, O \0 N •--� I/') en l� 0 vl ,fir V' N N N N 00 O ff. > uJ O 3. H '� O '0 CO N d' N --• v1 k„ 00 l� N \O 'V' 0 ,-, N G4 CO N N a+ SO. ' y M N N N N N. N N N N fir .-C CO b Z 6S N ._, .„ O 01:I a d 0 0 O o 0 p 0 p O ^•y `n 4-4 `n 0 " O N '.. N ) ¢ tea) > > a) a) - ) a) ° 0 0 00 en N t Z Y t Z +O •^ w o a) a) • cd Cl' C CO O I, ' cd 0 0 °� >, N N � N O ti R a s, , o 0-a-al t 0 O. O 0 -d 0 0 W a) Q. 0 o 'd T.' o 0 0 4 CO vii O N N 0 a) N c4dxU .2dUxd rdxUSdUxd U daHHH >, Cl, c%] 'O N cd ILI C) H v) N O O H 'S (i. >"' N N 0 0 CO CO Z CO - 127 - MN .- NAM Table 6 COUNTY OF HAWAII "°" Principal Taxpayers m June 30,2012 and 2003 MP Fiscal Year 2012 Fiscal Year 2003 Percentage Percentage 2011 of Total 2002 of Total ow Assessed Assessed Assessed Assessed „, Taxpayer Business Valuation Rank Valuation Valuation Rank Valuation NW Mauna Kea/Hapuna Beach Corps. Developer/Hotel $ 217,554,100 1 0.7% $ - - Hilton Land Investment 1 LLC Hotel 206,052,400 2 0.7% - - * Hualalai Investors LLC Developer/Hotel 189,089,800 3 0.6% - - opt Orchid 09 LLC Hotel 116,619,400 4 0.4% - - WB KD Acquisition LLC Developer 106,003,500 5 0.4% - - , Mauna Lani Resort Inc. Developer/Hotel 89,006,000 6 0.3% 102,923,900 7 0.7% ow Hilton Resorts Corp. Timeshare 88,977,200 7 0.3% - - Kohanaiki Shores LLC Developer 65,347,900 8 0.2% - - Kona Coast Resort LTD Hotel 57,409,200 9 0.2% - - or BRE/Waikoloa LLC Hotel 55,610,900 10 0.2% - - op BP Bishop Estate Developer - - 428,030,800 1 3.0% Mauna Kea Development Corp Hotels/Dev. - - 238,141,700 2 1.7% 11111t.. WB Kukio Resorts LLC Developer - - 190,704,200 3 1.3% Global Resort Partners Hotel - - 156,732,600 4 1.1% Liliuokalani Trust Estate Land Trust - - 143,313,700 5 1.0% nr; FHR(ML)Hotel Holdings LLC Hotel - - 128,678,600 6 0.9% 4. 1250 Oceanside Partners Developer - - 78,528,600 8 0.6% Kaupulehu Makai Venture Developer - - 74,396,800 9 0.5% ■w RWH Inc. Hotel - - 54,723,400 10 0.4% .. $1,191,670,400 4.0% $ 1,596,174,300 11.2% wm Note: Gross valuation at January 1,2011: $29,720,043,200 Gross valuation at January 1,2002: $14,266,522,103 Source: County of Hawaii,Department of Finance,Real Property Tax Division Unaudited-see accompanying independent auditors'report. , - 128 - 0 OA o CU H a. 61 .... o 0 0 0 0 0 o e o 0 -1. om., 40. Z 0 0 0 0 0 0 ". ,. N M O (� F" a 0 * 0 00 M O 00 f vO N .--■ N N M Q\ .--■ t� ON ON .-+ O\ 00 Cr O 0 N Q■ Cl:' M 00 00 00 N \O N O cd Cr X O\ O N Vl 00 00 \O \O V) N cn .5 C� .4 .■-■ M N V) l vO Nr-� '-. N d' %. * 69 (Tt w O O '.F. N 5 O O O O O O O\ O\ 00 N H U o O 0 0 0 0 0 0 Q\ O\ O\ O\ o a v, U U 0 .. O •–■ N N d- N \O 00 \D C..) N 0 \O M d' 00 ■O ■O CC - O ■ C V' �t 06 M O s.6 N. V) 7t Ct Ij O U 00 0 cc M Vl O \D 0 ":t N () * o 00 0 N N oo a cct 4" O N Vl 00 O N r-+ O\ O U N N N N .. Z CI CA U '5 c' N N — Q\ '.O Cl 0 Q rn ON cr ill cc w �, 0 ""c O O N I n l� Cr 0 O M w a" X o O N M O O t: H 0 cvt Ey a * U M N N N M rY vl V) M 69 0 O 4. • �La• a O N „ 0 0 0 0 0 0 0 0 0 o D o CU U N U \ 0 \ \ \ 04 00 s.. 4.I .. N t� co 00 00 00 N \D N V1 0 p. o o CA CT CT rn rn rn 0\ Q, o\ a\ o o cd 0o ,z1- -- 0 00 00 . . N 00 '.D u"' ,. Y rn o M °v rn Le-) ° rn ° w O 0 k •O V1 'd' Cl- \O N N .-+ \O O O N -- N O M O O N o N U � y ri N r- N (7 N 00 00 o * O O N t■ N o .--■ O o Q\ 0 cd U N N N N 'C) ta. 69 at Q bA g M 0 O\ ••-■ 0 d' t� O 00 N •-. C O1 CO LO N N cn O\ 4) N dr 00 N N N 00 O N N Cd 01 > 00 O d' Q\ M O, M N. O\ -fl • F-( D M cn 00 N u1 00 \O N N. 0\ 0 w O U O c Cn 0 O * O - N M oo O N .∎- .-. o N 6 • • N Cl N N N N 9 = V CO 4, 0 1 cn U N C N 0 0 0 0 0 0 0 O— .--- .--. O N b 0 O 0 0 O 0 O 0 O 0 U �"� N N N N N N N N N N W O C) * - 129 - IWP v. co _ _ 0 0 .- N O O K .--' 0, vim-) 000 N .0 V .... 4.' M .fir 0 00 0 0 N Q' H a •-+ •-• N .-: N N NSA- OP o O "a' C.) 69 O A. 0 0 0 v o o_ 0 0 •E 0 aC 00 '- O ._. N n ON et vel MR O. .,y 0 g 0 vi vi vi v6 vi v6 b Q Q 'a g 0 a o z z H a o i .004 ' A N N tel 1/40 Cr) N M Cr) ,...,. 0 O\ 00 ON N � � 7 00 o ._. .-' .--. .-i .r .r" ao 00 00 Q' P. '� '"z PR 0 C7 CO o " v°1 VD00nrn - teN a 0 0 vi ,.'0 )- Cr) v; v; Q d ot+ 0 zz� a H a " CO o a CO� _ _ �0 O V vfi O 0 vl O N .e dr .M-• y vl M (� v) tel N M 00 .4 O a 7 h O Cr) a N � 0000 N N iYi+� C/1 > b 00 Q 0\ v1 0■ O 00 a/ N 69 M N M kr vj co" .-, 00 MP o 'E0. aJ v G O O 00 N 00 M � en 1/40 W 0, 0 0 0 0 0 ‘0 V l� .--. Cr. r HCO U 'cam .2 . sr) N S M M vl 1/40 M N •--' 0 ea�-. 0 0yp 0 M N 0 N C d.' M N 00 ,� 0 0 0 C` t` b M N 00 Ol N V' OP v� a' C7 .D PZ sO v m oo ,D vi ,-- .-: a N .0 @ ¢. O M en an M M V' V 41 N V fn Ow Q A ›. x 00 -a 0 0. O U C/3 CA O b�+ 0 Fs. A CO N Cr) N vl N 0 Cr) 0 000 Vim' y >•. CO 0 y V O N V) O dr C` VI O E E-• 0 p vl 00 co O- 0 M 00 dr"N Cr)j N N 0 '0 O v. '0 '0 Cr) - O— O .�.' Ma. O V N � '0 VC N M O N 00 w. OO .-a H > N .-. N N N N N en Cr) can • 4.4, 0 ds 5 03 4-4 lid Ig o�• 0 -C 0000 0000 ON1 N - M s.0 .0 en E� 0 ar 7 N M 00 00 .-•. .� N M 0 . ...= 0 O 00 Cr) Oi Cr) O - 00 .-, O Fg y .� O CO O O O O Q\ OHO oho �4' CO.5 U Z co ^' . ' Q a o 01 EA 0 O ig _i 5 ari,. 0 0000 N ' C M N 0 001 000 W •> ❑ 0 y V. 0 0, VI N Cr) 00 N O )0 •V ay O 'a 2 M C` N V Ut '0 0. N C` vi a a W A4 01 0 01 V '0 00 O Cr) V) 0 0 ^0 a) C) a N vl � 00 0 '0 vl O co �, .0 0 M M M N '0' 'Cl' -1-ft •0 M to + O L" IOW _,. 69 cd a1 ti cl U •.0 0U�++ 0 y •.- CO vl N 0 •N Cr) 000 000 0 0 � N 'y 0 v' -0 O 0 OA cd N en Cr) en n N N N � 0 a' pp 0 IM Q � ,-- o rn o v a g rn on ° b g , .5 G c� O ,0 'Cl' N d• N en 7 h 0 C�•' �+ 0 q y a 00 )O O 0) )0 O 1O ON 0 0 cd 'O 0 M N N N M N N M M N y O 0 W V z O a 0 .">" •5 o v> 5 >O O vl 00 0) 0) 00 Cr) Co l 00 ° 0 C 01 0 CD 00 O M Q\ M O 01 C7 C' en N 0 en en N Cr) O '0 -8 N ,sa. 'T 0 C O N O Cr) Cr) 00 0) 0 1/40 N N 0 C.) A ..,... �0., bbA.j 0 ON l0 N O M Cr)vl N p" U Q' C7 O 0 00 .vl. 00 ON � Cr) a. OOl - - W .ty •"sy' o v�b O b N N N N en en 0 p bD v p '- O 5 2 69 bA a) a) 0 p y N O F-• O 6 o en 0 0 0 0 00 0 ~ U 0 U CO P N.. 0 0 0 0 0 0 0 0 0 0 0 H a4 VI ,C ' 7 (z. >" N N N N N N N N N N _ CO .0 Q .7 36 z a - 130 - IPat Table 9 COUNTY OF HAWAII Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Debt Percent of Applicable to Net Taxable Fiscal Legal Debt Property Per Year Margin(a) Value(b) Capita(c) 2003 $ 187,316,839 1.6% $ 1,180 2004 176,693,195 1.4% 1,082 2005 195,198,142 1.3% 1,167 2006 205,219,940 1.2% 1,199 2007 281,836,503 1.2% 1,633 2008 265,431,280 1.0% 1,510 2009 296,535,925 1.0% 1,667 2010 277,481,633 1.0% 1,549 2011 305,615,691 1.2% 1,636 2012 317,699,844 1.3% N/A NOTES: (a) See Table 10 for debt applicable to legal debt margin. (b) See Table 5 for net taxable property values. (c) See Table 11 for population data. Details regarding the County's outstanding debt can be found in the notes to the basic financial statements. Unaudited-see accompanying independent auditors'report. - 131 - OW ° '.o o '.o ' "o o 1/40 MM N 0' 0 0 N 0 O— o ON N N 0000 N O - M 0. '0 en en O M en M M 00 co N M M 69 69 69 69 69 N 0 0 0 0 cd N I. 0 00 0O N 0 0. to N 00 en Vl N a) b c0 en' M , 0 N )H N V !AR '— 00 en n 0 -4 co co O [- N e 2 +' U a, d N N N Oci h 0 cad b0 �' en C .2 ", 69 69 4. V-1 $0. N p O 0 Nee'. v.) '.O O, .0• .0 Q vi .D c� N O- 00 O 0 F '' o v U x+. N . y ^ .0 co N O� N N p - y N N N d'b M! V 4, c`� a b0 69 69 A. 5 Z Q A a *4 _ O U N en 7 0 40 00 � CO \ W an 0 g Or y ON co, N O iiY? M M 69 69 > 'b N 0 0e en N Vr/� 0 .-� 00 M cC ' tot O O � ,-, N N .N., '.0"+ N ' N 'N-' pap ["" 3 ti)E L en eci C IMP 0` N O C Q C ," 0 vl O V1 U 5 M x -C U O ,O O N 00 l� N .1- c y tat 0 ° ao 1.. . .g 0 N o � a 0 11 ,,,. CO'd� 0 y N �t N N 00 O E. �+ H 69 69 ca , Mme. o A L• �-1 $ v 00 '.o 0 to C..) d ", 0 cr. 0, oh 0 b II 0 0o c g3 0 o 0. •00 ON 0 00 a N •-• - 00 00 0 4. tik. N 't. 64 69 O b .0 ow, —, 0 O 0, O b4 O M 0 N o N en N. N ... b0 0 •-.. X 00 O O A 69 69 'O -0 y cg -9, en h M N o 0 CO 00 CO O C(C CO 00 � 0 r4 NW N N '-+ tel CS C. N o C b 69 69 U O N ... Y .• Y M 40 C .� •0 0 _ 5 ti .5 c� > ,.,,,., +.. a) bq 00 0 an,.. A .Y a) �' _) 0. cd 8 E YO �" 0 vi OQ MR Q) 6n y a) ° E el • A 0 d C id `'O . N asp y V U L IX)v; 0. b d U c 0 MN' Y VY y, CO 5 Z-Q A R - 132 - Table 11 COUNTY OF HAWAII Demographic and Economic Statistics Last Ten Fiscal Years Fiscal *Personal *Per Year *Resident Income Capita Ended Population (thousands Personal School Unemployment June 30, as of July 1 of dollars) Income Enrollment Rate 2002 154,576 $ 3,697,485 $ 23,920 29,826 4.6% 2003 158,442 $ 3,869,362 $ 24,421 29,635 4.6% 2004 162,852 $ 4,223,829 $ 25,937 29,827 3.9% 2005 168,237 $ 4,638,838 $ 27,573 30,262 3.3% 2006 173,536 $ 5,064,624 $ 29,185 30,539 3.0% 2007 177,733 $ 5,509,169 $ 30,997 30,618 3.4% 2008 181,506 $ 5,899,236 $ 32,502 30,408 5.7% 2009 183,629 $ 5,517,497 $ 30,047 30,138 9.9% 2010 185,381 $ 5,717,885 $ 30,844 29,741 10.0% 2011 186,738 N/A N/A 30,103 9.9% * Amounts reflect subsequent adjustments Source: County of Hawaii, Department of Research and Development Unaudited-see accompanying independent auditors'report. - 133 - OW Table 12 OW COUNTY OF HAWAII Principal Employers,County of Hawaii OR June 30,2012 and 2003 '' tYtt 2011 (a) 2004(a) Percentage Percentage OP of Total County of Total County Employer Employees Rank Employment Employees Rank Employment — plpy State of Hawaii 7,962 1 10.1% 7,608 1 10.0% County of Hawaii 2,630 2 3.3% 2,291 2 3.0% 'j° United States Government 1,429 3 1.8% 1,221 3 1.6% Hilton Waikoloa Village 935 4 1.2% 1,100 4 1.4% O' KTA Super Stores 750 5 0.9% 785 5 1.0% x- Walmart 741 6 0.9% - - Four Seasons Resort Hualalai 650 7 0.80/0 557 8 0.7/0 ■m The Fairmont Orchid,Hawaii 616 8 0.8% 600 6 0.8% ,s:,. Mauna Kea Beach Hotel 513 9 0.6% 556 9 0.7% Mauna Lani Resort(Operations)Inc. 450 10 0.6% - - "r' Mauna Lani Bay Hotel - - 580 7 0.8% Hapuna Beach Prince Hotel - - 542 10 0.7% Total 16,676 21.1% 15,840 20.8% R ' tilt Total employee count 78,950 76,200 Pr, NOTES: iii, (a)Data for Fiscal Year 2012 and the period of 2001 to 2003 are unavailable. Source: County of Hawaii,Department of Research and Development kite Unaudited-see accompanying independent auditors'report. ow UP lir it air PIP M NO - 134 - 0s,. nn 0 0 v1 0 0 v) 00 0 0 0 00 vl 00 0 0 01 0 00 0 ON 0 0 00 0 v1 00 t,y O O t- 41 O M et O O 0 eh N N O O et O et O et O O et O -4 --I 01 et V 00 01 M v1 00 (.4 v5 vi v1 N ^+ t` 00 N N N of M M O 01 we o N v1 — N N N •7 v1 eF o1 --, O1 N e. et O\ et -r t- .-. .+ v1 M •-. M N O O O T o 01 01 C1 O o et 0\ 00 O 0 0 O 00 a 01 O O 00 O <t v1 O 0 0 01 O 00 d. et 0 0 00 O\ 0 0 0 0 0 7 V d' 0 0 V 0 t` a ~ 01 M vl 01 v1 01 .�-i v5 00 vi .4-i .�-� N 01 N b 00 N N vi N .N-� O O 144 0 41 N N N N et 41 1D 01 t- --� et o\ of 00 01 N .-y .-a 41 eh ee en en N O 00 O O 0 01 00 O O 00 01 N M 0 O et O 00 00 00 O O V O O 01 O O O O O O o0 01 O O d OA M vl O O N O V' CA ON 0 0 7 0 vt 00 Os 10 v1 01 N M N O1 4 vi N 00 -+ 4 N 06 N et 10 d' N c-i t-. -+ 01 01 ee 0 v1 en N N V -• 10 h 01 t- -e et 01 et -. t- N N .-. .e v1 et .. en M N O 00 O 01 O et b O 0 0 et t- vl O O O O 00 05 t- O 01 vl O v1 10 CA O et O eF 0 et T 0 0 0 et M 0 0 0 O O 7 et 7 0 V O1 O et 41 O 01 v1 41 N O 00 00 06 vi 10 O M N4-. N M 10 N Os N M eY N-i -ti -+ Nv1 N M N N et -+ N. h O o0 V O1 et M 7 ee - e N O O S O 01 00 O O 0 to ee N 00 0 01 0 00 00 01 O 01 41 0 -+ V0 O O O 00 01 O O 0 en v1 0 et O V O et Oh et o et O1 O .-. et 0 00 O O 0n 00 c vi M N 00 N vi .N-•i 10 N 4 4 v1 10 n co. Os N M N 10 .N-. 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C x C. el i14 .0 0 0 C o y w " w . �` m '' ' ° u v �3 3 0 vl w co .0 o Cd b J CG -0 0 ' Cj 0 0 Y+ o o kp " $ ❑ a• � y ... iCO C .D O to to on 0 1J 1 d 00 - 137 - ACcuity11 P CERTIFIED PUBLIC ACCOUNTANTS 12 County of Hawaii State of Hawaii Single Audit of Federal Financial Assistance Programs June 30, 2012 Quality Integrity Insight County of Hawaii State of Hawaii Index June 30, 2012 Page(s) Introduction Audit Objectives 1 Scope of Audit 2 Organization of Report 2 Compliance and Internal Control over Financial Reporting Report of Independent Auditors 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 Compliance and Internal Control over Federal Awards Report of Independent Auditors on Compliance with Requirements That Could Have a Direct and Material Effect on Each Major Program and on Internal Control Over Compliance in Accordance with OMB Circular A-133 Schedule of Expenditures of Federal Awards 7-17 Notes to Schedule of Expenditures of Federal Awards 18 Schedule of Findings and Questioned Costs 19-24 Corrective Action Plan SECTION I Introduction • uI LLP CERTIFIED PUBLIC ACCOUNTANTS December 27, 2012 To the Chair and Members of the County Council County of Hawaii We have completed our audit of the basic financial statements of the County of Hawaii, State of Hawaii (the"County"), as of and for the year ended June 30, 2012. Our report containing our opinion on those basic financial statements is included in the County's Comprehensive Annual Financial Report. We have also audited the County's compliance with requirements applicable to its major federal financial assistance programs. We submit herein our reports on compliance and on internal control over financial reporting and over federal awards, the County's schedule of expenditures of federal awards, and the schedule of findings and questioned costs. The audit objectives and scope of the audit were as follows: Audit Objectives 1. To provide opinions on the fair presentation of the County's basic financial statements and the schedule of expenditures of federal awards as of and for the year ended June 30, 2012 in accordance with accounting principles generally accepted in the United States of America. 2. To consider the County's internal control over financial reporting in order to design our auditing procedures for the purpose of expressing our opinions on the financial statements. 3. To perform tests of the County's compliance with certain provisions of laws, regulations, contracts, and grant agreements that could have a direct and material effect on the determination of financial statement amounts. 4. To consider the County's internal control over compliance with the requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on internal control over compliance in accordance with U.S. Office of Management and Budget ("OMB") Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. 5. To provide an opinion on the County's compliance with the requirements of laws, regulations, contracts, and grants that could have a direct and material effect on each major program. 6. To report on the status of prior year findings and questioned costs. 999 BISHOP STREET,SUITE 1900 HONOLULU,HAWAII 96813 TELEPHONE:808 531 3400 FACSIMILE:808 5313433 To the Chair and Members of the County Council County of Hawaii December 27,2012 Page 2 Scope of Audit We performed an audit of the County's basic financial statements and schedule of expenditures of federal awards as of and for the year ended June 30, 2012, 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 provisions of OMB Circular A-133. Organization of Report Our report is organized into three sections as follows: 1. Section I, entitled "Introduction," describes the objectives and scope of our audit and the organization and contents of this report. 2. Section II, entitled "Compliance and Internal Control over Financial Reporting," contains our report on the County's internal control over financial reporting and on compliance and other matters based upon our audit of the County's basic financial statements. 3. Section III, entitled"Compliance and Internal Control over Federal Awards,"contains our report on the County's compliance with requirements that could have a direct and material effect on each major program and on the internal control over compliance in accordance with OMB Circular A-133, the County's schedule of expenditures of federal awards, and the schedule of findings and questioned costs. Our report on the basic financial statements of the County as of and for the year ended June 30, 2012 is included under a separate cover. A separate management letter containing our observations regarding the County's internal controls dated December 27, 2012 has also been issued to the County Council. We would like to take this opportunity to express our appreciation to the personnel of the County of Hawaii for the cooperation and assistance extended to us during our audit. We will be pleased to discuss any questions that you or your associates may have regarding our recommendations. Very truly yours, Ate- , t-(-1' SECTION II Compliance and Internal Control Over Financial Reporting ItLLP CERTIFIED PUBLIC ACCOUNTANTS Report of Independent Auditors 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 To the Chair and Members of the County Council County of Hawaii We have audited the financial statements of the governmental activities, the business-type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County of Hawaii, State of Hawaii (the "County") as of and for the year ended June 30, 2012, which collectively comprise the County's basic financial statements, and have issued our report thereon dated December 27, 2012. 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. Internal Control over Financial Reporting Management of the County is responsible for establishing and maintaining effective internal control over financial reporting. In planning and performing our audit, we considered the County's internal control over financial reporting as a basis for designing our auditing procedures 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 County's internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the County's internal control over financial reporting. 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 combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected on a timely basis. Our consideration of the internal control over financial reporting was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over financial reporting that might be deficiencies, significant deficiencies, or material weaknesses. We did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses, as defined above. However, we identified a deficiency in internal control over financial reporting, described in Finding No. 2012-1 in the accompanying schedule of findings and questioned costs that we consider to be a significant deficiency in internal control over financial reporting. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. 999 Bisnor STREET,SUITE 1900 HONOLULU.HAWAII 96813 1'i:LEPh oNE:808 531 3400 FACSIMILE:808 5313433 Compliance and Other Matters As part of obtaining reasonable assurance about whether the County's financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the 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. We noted certain matters that we reported to the County Council in a separate letter dated December 27, 2012. The County's response to the finding identified in our audit is described in the accompanying corrective action plan. We did not audit the County's response and, accordingly, we express no opinion on it. This report is intended solely for the information and use of the County Council, Legislative Auditor, management, others within the entity, federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. lcr. L("f' Honolulu, Hawaii December 27, 2012 SECTION III Compliance and Internal Control Over Federal Awards ity1LP GER'CIRIL! PUI3LIC ACCOUNTANTS Report of Independent Auditors on Compliance with Requirements That Could Have a Direct and Material Effect on Each Major Program and on Internal Control Over Compliance in Accordance with OMB Circular A-133 To the Chair and Members of the County Council County of Hawai'i Compliance We have audited the compliance of the County of Hawaii, State of Hawaii (the "County"), with the types of compliance requirements described in the U.S. Office of Management and Budget ("OMB") Circular A-133 Compliance Supplement that could have a direct and material effect on each of the County's major federal programs for the year ended June 30, 2012. The County's major federal programs are identified in the summary of auditors' results section of the accompanying schedule of findings and questioned costs. Compliance with the requirements of laws, regulations, contracts, and grants applicable to each of its major federal programs is the responsibility of the County's management. Our responsibility is to express an opinion on the County's compliance based on our audit. We conducted our audit of compliance in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about the County'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. Our audit does not provide a legal determination of the County's compliance with those requirements. In our opinion, the County complied, in all material respects, with the compliance requirements referred to above that could have a direct and material effect on each of its major federal programs for the year ended June 30, 2012. Internal Control over Compliance Management of the County is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts, and grants applicable to federal programs. In planning and performing our audit, we considered the County's internal control over compliance with the requirements that could have a direct and material effect on a major federal program to determine the auditing procedures for the purpose of expressing our opinion on compliance and to test and report on internal control over compliance in accordance with OMB Circular A-133, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the County's internal control over compliance. 999 BlsxoY STREET,Suim 1900 HONOLULU,HAWAII 96813 TELEYEIONE:808 531 3400 FACSIMILE:808 531 3433 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. 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 over compliance that might be deficiencies, significant deficiencies, or material weaknesses. We did not identify any deficiencies in internal control over compliance that we consider to be material weaknesses, as defined above. Schedule of Expenditures of Federal Awards We have audited the financial statements of the governmental activities, the business-type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County as of and for the year ended June 30, 2012, and have issued our report thereon dated December 27, 2012, which contained an unqualified opinion on those financial statements. Our audit was performed for the purpose of forming our opinions on the financial statements that collectively comprise the County's basic financial statements. The accompanying schedule of expenditures of federal awards is presented for purposes of additional analysis as required by OMB Circular A-133 and 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 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 financial statements or to the financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the schedule of expenditures of federal awards is fairly stated, in all material respects, in relation to the basic financial statements as a whole. This report is intended solely for the information and use of the County Council, Legislative Auditor, management, others within the entity, federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. 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E a > 0 •.. o V ca w u w cm) Q m �O+ N S o c n E N p a v y E c r E N a cTa is O 0 l_ Q 7 ro U m O Q) c A O N O U) O ca CO O 0 _ � � � � U CC) < vWa To 0 c a � w o CD .as _ C M To g c > c co "o m c Ws (`j p at mQ C d Q) N C a) a) d ° °: as a) L °) as .°_ a) °) a a) a ro rn Q C1 y m as c = a Z f2 as 0 . a) o) c < aai io c < E a " (a Q a) s. 03 X C LL 2 (n it c o - -o co ° CU) (a LW o Z o V o m ^ o E a) a) O '6 LL a) a) a) U U U O = U) d Y m W 7 c .c u) a°)i m U Y co 2 d o cc) CC U Ui o > 0 vi O m I ro U (a �F. T co 013 a) t . CL 5 rm UL � o0Q :a =_ c o .% j_ L .N L m (ca O i O Q� O Q (n = ° 7 (C rQ ° (a 0 C ° (a C r C -C ° °a) _� d '0 Q Y c N .ro c gt E L To ,,,0-a O 0 ` V) O o E mm W ~ O v C /O C Y U > ° p U) H p -O co H O D co W C (D -QE=ro fp f,98 O a) C "O = = C as a as .r-. � 0 CO p) it Q) L CO V) O N a) C O .° d U r ° a) O +�+ ) 0) �' � � � ci0 YaQ ro vi ` vi co ca w C.) C/) C%) � v m m ro cn Q 0 m CC Md 16 N O O 0) () U) 1.0 0 07 0) CO m T 0) LO 0 st T U) 0) N. 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LL CD x w (fl CO0 CO .- 0h0 (o CO 0 v co co co o co 0 . +'c I-O - N V O CO , a CO O 0 n O C+)co 'm0 0 Co Co 0 0) 0 moa r r LLa co cC r co co Co N N CO O O d o ° O 0 O 0 00 O Oa- 0 a0000) a U E W W ob H1- I- H LL z o) o o ww0) co o) !~c0 0 0 N O (n (n 00 W O O O O N > > W N N CV N W W w G 0 0 co T LL E T V z rn rn or) rn ri Co _ Q (0 2 m U E N m 0 '0 o a- L cp a c c a) Q ° m i c7 .- o E a) rn m 4> o a) y ° o co LL c c a m m Q3 U O p °) c IAN _ _ E m ca co ° L W 0 ° ° E L = d y N E ? 0) c o m 0 t c °) 2 (moo o aci ° C� C 0 a (0 2 CL 0 a- .o E N c .c C co R (° a) d a- ° i t 0 3 _ d v 0 0) O c c O) min 0. - a m Q Y c o m ° ¢ U c 13 rtt (a x m a- ° csoa0 in ° � o W r rn U iaa y -o U �' c vi °. c m . ? c m N o x O o w o L 2 ° aS 12.0) Q m = w ° IL m W 0) N as -gyp U o ' 6 a) o o E C W 10 0 IP CU CD(I3 .0 RS in CO CD O al N N � oU (� p � C m V V/ cn Q a- CC C 17 County of Hawaii State of Hawaii Notes to Schedule of Expenditures of Federal Awards Year Ended June 30, 2012 1. Basis of Presentation The accompanying schedule of expenditures of federal awards includes the federal grant activity of the County of Hawaii, State of Hawaii (the "County") and its discretely presented component unit, the Department of Water Supply(the"Department") and is presented on the accrual basis of accounting. The information in this schedule is presented in accordance with the requirements of OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the basic financial statements. 2. Subrecipients Of the federal expenditures presented in the schedule, the County provided federal awards to subrecipients as follows: Amount CFDA Provided to Program Title Number Subrecipients U.S. Department of Housing and Urban Development Community Development Block Grant/State's Program and Non-Entitlement Grants in Hawaii 14.228 $ 207,903 ARRA—Community Development Block Grant/State's Program and Non-Entitlement Grants in Hawaii 14.255 20,963 HOME Investment Partnerships Program 14.239 581,586 Total U.S. Department of Housing and Urban Development 810,452 U.S. Department of Justice Juvenile Accountability Incentive Block Grant 16.523 2,967 Enforcing Underage Drinking Laws Program 16.727 5,000 Crime Victim Assistance 16.575 126,334 Public Safety Partnership and Community Policing Grants 16.710 19,227 Total U.S. Department of Justice 153,528 U.S. Department of Labor WIA Adult Program 17.258 565,676 WIA Youth Activities 17.259 463,262 WIA Dislocated Workers 17.260 400,416 ARRA—Program of Competitive Grants for Worker Training and Placement in High Growth and Emerging Industry Sectors 17.275 303,642 Total U.S. Department of Labor 1,732,996 U.S. Department of Health and Human Services Substance Abuse and Mental Health Services— Projects of Regional and National Significance 93.243 1,187,283 Total U.S. Department of Health and Human Services 1,187,283 Total Provided to Subrecipients $ 3,884,259 18 County of Hawaii State of Hawaii Schedule of Findings and Questioned Costs Year Ended June 30, 2012 Section I—Summary of Auditors' Results Financial Statements Type of auditors' report issued Unqualified Internal control over financial reporting • Material weaknesses identified? yes X no • Significant deficiencies identified? X yes _none reported Noncompliance material to financial statements noted? _yes X no Federal Awards Internal control over major programs • Material weaknesses identified? yes X no • Significant deficiencies identified? yes X none reported Type of auditors' report issued on compliance for major programs Unqualified Any audit findings disclosed that are required to be reported in accordance with section 510(a) of Circular A-133? _yes X no Identification of major programs CFDA Numbers Name of Federal Program or Cluster 17.275 Program of Competitive Grants for Worker Training and Placement in High Growth and Emerging Industry Sectors 20.205 Highway Planning and Construction 66.458 Capitalization Grants for Clean Water State Revolving Funds 66.468 Capitalization Grants for Drinking Water State Revolving Funds 97.115 Assistance to Firefighters Dollar threshold used to distinguish between type A and type B programs $1,924,000 Auditee qualified as low-risk auditee? X yes no 19 County of Hawaii State of Hawaii Schedule of Findings and Questioned Costs Year Ended June 30, 2012 Section II—Financial Statement Findings Finding No.2012-01: Information Technology(Significant Deficiency) Condition Information technology ("IT") is a strategic element of the operations of the County of Hawaii (the "County") and the Department of Water Supply(the"Department"), a component unit of the County. Because of the high volume of transactions at the County and the Department, the establishment of internal controls over processes incorporating IT is critical to its operations. As part of our financial statement audits for the year ended June 30, 2012, we performed IT general controls reviews of the following systems operated by the County and the Department: County • Windows Domain • Eden • Integrated Assessment System • Revenue Collection Department • Windows Domain • Select Financial System • Public Utility Billing System • ARB N_Sight Mobile System Our review resulted in several IT control deficiencies in the areas of physical and logical security and change management as follows: Physical and logical security • Lack of formal security administration policies and procedures addressing: o New, transferred and terminated user account administration o Maintenance of audit evidence to support approval of employee access to the system o Identification of terminated employees who continue to have access to the system o Identification of employees whose access to system resources are not commensurate with their job responsibilities o Minimum password security settings o Network security reviews o Minimum environmental security requirements o Physical access to the servers • Weak password security settings or the lack of system functionality to enforce strong password policies for certain applications. • System databases are not appropriately restricted and monitored for unauthorized changes. • Appropriate user access reviews are not performed for certain applications and security groups. • Sharing of user accounts at the Department. • Lack of restricted access for one of the Department's systems. Change management • Lack of a formalized change management process for certain applications and firewall configuration settings. 20 County of Hawaii State of Hawaii Schedule of Findings and Questioned Costs Year Ended June 30, 2012 Criteria When IT is used to initiate, record, process, and report on transactions included in the financial statements, the systems and related processes should include internal controls to prevent or detect potential misstatements. Effect Internal controls in the following areas address the following risks: Physical and logical security Unauthorized access to these systems could result in either the destruction or theft of data, unauthorized or nonexistent transactions being made or transactions being inaccurately recorded. Change management Unauthorized or untested changes promoted to the production environment could cause the systems to either process data differently than intended or unexpectedly compromise the integrity of the data maintained. Causes The primary cause of the internal control deficiencies identified was due to the lack of IT policies and procedures which include internal controls to address the IT risks discussed above. Recommendation We recommend that the County perform the following: • Develop and implement IT policies and procedures to include internal control procedures addressing the IT risks above. • Indentify procedures to ensure that IT policies and procedures are consistently followed. 21 County of Hawaii State of Hawaii Schedule of Findings and Questioned Costs Year Ended June 30, 2012 Section III- Federal Award Findings and Questioned Costs None 22 County of Hawaii State of Hawaii Schedule of Findings and Questioned Costs Year Ended June 30, 2012 Section IV—Status of Prior Year Findings and Questioned Costs Financial Statement Findings Finding No.2011-01: Information Technology(Significant Deficiency) During our prior audits, we performed IT general controls reviews of the following systems operated by the County and the Department: County • Windows Domain • Eden • Integrated Assessment System • Revenue Collection Department • Windows Domain • Select Financial System • Public Utility Billing System • ARB N_Sight Mobile System Our review resulted in several IT control deficiencies over physical and logical security, change management, and backup and recovery. Status Partially resolved. In fiscal year 2012, the County and the Department took the following actions to address the control deficiencies listed above: • The County implemented a formal change management policy for certain critical information systems. • The County released their formal Disaster Recovery Plan and the IT Backup Policy. • The County completed a restoration test of their Integrated Assessment System. • The County appropriately designed the Revenue Collection systems terminated user reviews. • The Department also adopted a formal Disaster Recovery plan. The remaining IT control deficiencies have not been resolved, however, the County and the Department are in the process of developing policies and procedures to address them. As the unresolved deficiencies are reported in current year Finding 2012-01, this finding will not carry forward. 23 County of Hawaii State of Hawaii Schedule of Findings and Questioned Costs Year Ended June 30, 2012 Questioned Cost Finding No.2009-01: Activities Allowed and Unallowed—Calculation of Federal Expenditures $ 27,965 Federal Agency: U.S. Department of Homeland Security CFDA Number and Title: 97.036— Disaster Grants— Public Assistance (Presidentially Declared Disasters): Kiholo Earthquake Award Number and Award FEMA-1664-DR-HI 10/15/06— 10/15/10 Year: Per the prior auditor's testing of the activities allowed and unallowed compliance requirement, it was noted that the County overstated the federal share of eligible costs related to the Ikuo Hisaoka Gymnasium by$27,965. The amount the County reported was based on the actual expenditures, however, as the Ikuo Hisaoka Gymnasium was insured at the time of loss, the expenditures should have been based on the insurance deductible in accordance with Title 44 Code of Federal Regulations (44 CFR) §206.250(c). Status Unresolved. We understand that the County has sought the assistance of the Hawaii State Civil Defense in determining the correct portion eligible for federal aid and is still awaiting a response. 24 Corrective Action Plan CORRECTIVE ACTION PLAN Financial Statement Findings: Finding 2012-01 Information Technology(Significant Deficiency) Recommendation: We recommend that the County and the Department perform the following: • Develop or update IT policies and procedures to include internal control procedures addressing the if risks above. • Identify procedures to ensure that IT policies and procedures are consistently followed. General Comment: Not all the comments applied to both entities which have separate IT environments and staff. We have broken out the response into two pieces and have done our best to respond fully to the comment. We acknowledge the importance of good internal controls especially in the area of information technology. Water Department's Comment: The Department has completed migration of its billing system to a new server maintained by its IT section. A new server is located in a climate controlled and secured office and backups are stored at an offsite location. The Department has also created a reporting system to monitor system access by outside parties. County's Comment: The County has worked to address the concerns raised by the auditor and will continue to do so in the current and upcoming fiscal year. Internal controls regarding user access are being improved as procedures requiring the Department of Human Resources to notify IT of all employee terminations are being developed to supplement our notification procedures that are already in place. Last year, IT implemented an Active Directory password policy requiring that complex passwords must be changed every 90 days and the system disallows the reuse of the last 5 passwords. In December of 2012, IT procured and is in the process of deploying a Self Service Password reset tool to all users. This tool enforces strong passwords,enforces a consistent reset policy, and forces the user to enter their domain user name. This will ensure authentication and authorization to County resources are consistent. Physical and logical security: 1. The County's mission-critical servers are housed in secure,environmentally monitored locations, which are protected by cipher lock and/or badge access. The County is in the process of relocating mission-critical servers to the West Hawaii Civic Center. This facility has storm proof windows and doors. Additional security measures are electronic badge access and security video cameras. 2. A product called Hyena was purchased and implemented in October of 2012. Hyena logs all Active Directory object modifications and access. 3. A product called Rancid was installed on August 1, 2012 which monitors all changes to the County's Fortinet Firewalls. Change Management: 1. The County developed and instituted a Change Management Policy and Committee. This committee oversees changes to key systems. Additionally, weekly project reports from each Division within IT are documented and published. Page 1 2. The County procured and is in the process of implementing a Security Information and Event Log Management solution called TripWire Log Center. This tool will provide IT the ability to: • Detect security incidents and events of interest. • Access the information necessary for security forensic investigations and compliance reporting by aggregating all logged events. • Bring to light events of interest in context of suspicious changes. • Proactively respond to threats by using dashboards to see security trends and analyze the security and operational state of mission critical systems noted: EDEN and Real Property Tax(IAS). Backup and Recovery: 1. The County continues to refine its backup and recovery processes and procedures. a. The County is expanding its use of virtualization technologies to reduce the number of standalone servers. As of December 2012,the County expanded the memory, power supplies, procured current VMware software, and has begun the installation. This will provide the County the ability to move a virtual machine to another physical server while in use to reduce down time and provide increased recovery of servers. b. In mid to late calendar 2013, the entire Exchange e-mail and EDEN server infrastructure will be upgraded(Exchange 2010), virtualized, and placed on highly resilient blade servers and iSCSI storage from EMC. These systems will be placed on highly redundant,battery and generator backed infrastructure located in the West Hawaii Civic Center computer room. c. The County's current AppAssure disk to disk back up infrastructure will remain in Hilo providing geographical separation of the production data and backup. d. In mid to late calendar 2013, redundant, geographically separate fiber runs will be procured to provide a more resilient network connection between Hilo and Kona (backup and production systems). e. A complete redesign of the County network was completed in December of 2012. This will provide a much more resilient core-edge design. This new design and its implementation is dependent upon funding and resources that are currently being investigated. We acknowledge that there are some areas for improvement and we will work towards addressing these. In many cases we need to document our procedures already in place. However, we are not aware of any situations or issues that arose due to our lack of written policies and procedures. Anticipated Completion Date: Some items have already been implemented, others will be implemented by June 30, 2013 and for a few items this will be an ongoing effort as we strive to improve our internal controls over information technology. Contact People: Rick Sumada,Waterworks Controller Department of Water Supply Mark Ow, Director of Information Technology County of Hawaii Page 2 Status of Prior Year Findings: Finding 2011-01 Information Technology(Significant Deficiency) Recommendation: We recommend that the County and the Department perform the following: • Develop or update IT policies and procedures to include internal control procedures addressing the IT risks above. • Identify procedures to ensure that IT policies and procedures are consistently followed. County's Comment: Refer to County's comment to Current Year Finding 2012-01 for status update. Anticipated Completion Date: Some items have already been implemented, others will be implemented by June 30, 2013 and for a few items this will be an ongoing effort as we strive to improve our internal controls over information technology. Contact People: Rick Sumada,Waterworks Controller Department of Water Supply Mark Ow, Director of Information Technology County of Hawaii Federal Award Findings: U.S.Department of Homeland Security Disaster Grants—Public Assistance (Presidentially Declared Disasters): Kiholo Earthquake CFDA No.97.036 Federal Award No.: FEMA-1664-DR-HI Award Period: July 1,2008 to June 30,2009 Finding 2009-01 Activities Allowed and Unallowed—Calculation o f Federal Expenditures Recommendation: We recommend that the County be more cognizant of deviations in the calculation of the federal share to ensure that the expenditures are accurately reported, including applying the applicable guidance. County's Comment: The County continues to strive to be more diligent in meeting its activities allowed and unallowed requirements, including the accurate reporting of the federal expenditures. Repairs to the facility in question have now been completed and we have received our final insurance proceeds—the amount of which impacts the allowed federal expenditures. The County has submitted all of the required documents pertaining to the project in question to the State Civil Defense and we are still awaiting the final review by the Hawaii State Civil Defense in determining the final eligible portion for federal aid. Anticipated Completion Date: June 30, 2013 Contact Person: Kay Oshiro, Controller County of Hawaii Page 3