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HomeMy WebLinkAboutCOM 0134.000 2020-2022 Maxinne A.Pacheco Acting County Auditor Business Address 120 Pauahi St. OF Suite 309 Hilo,RawaVi 96720 Gurtfv of Paftrnil OFFICE OF THE COUNTY AUDITOR 25 Aupuni Street Hilo,flawai'i 96720 (808)961-8386 • Fax(808)961-8905 website: t U� February 17, 2021 The Honorable Maile Mederios David, Council Chair and Members of the Hawaii County Council Hawaii County Council 25 Aupuni Street Hilo, Hawaii 96720 RE: Comprehensive Annual Financial Report(CAFR) for the Fiscal Year July 1, 2019 to June 30,2020 Aloha Council Chair David and Council Members: It is my pleasure to transmit for your review, deliberation, and acceptance, the Comprehensive Annual Financial Report for the Fiscal Year July 1, 2019 to June 30, 2020, as prepared by the County's Department of Finance. This document was prepared pursuant to the 2020 Hawaii County Charter, Section 10-13,Post- audit, "which requires the county council to provide at least once every year for an independent audit of the accounts and other evidences of financial transactions of the county and of every county agency and executive agency. The audit shall be made by a certified public accountant or firm of certified public accountants, designated by the council,who have no personal interest, direct or indirect, in the fiscal affairs of the county or of any of its agencies or executive agencies. The audit shall include both financial accountability and adequacy of the financial and accounting system." N&K CPAs, Inc. has prepared a PowerPoint Presentation to summarize the results of the report. They will be available to answer any questions via Zoom. Appropriate department head(s) or their representative(s) will also be asked to attend the meeting. Please contact me at 961-8386 should you require further information. Sincerely, (Note: The CAFR is not made a part of the duplicate copies of this document due to its size but is available for Maxinne A. Pacheco viewing in the Office of the County Clerk and at www.hawaiicount4.gov by Acting County Auditor choosing "Our County," then Council Records.") Enclosure Comm. No cc: Department of Finance Ref.To:—V-0 N&K CPAs, Inc. Ref. Date 1 9 202 Hawai'i County is an Equal Opportunity Provider and Employer FEB Countyof State of Hawaii w ............................................. ... ........ d .4�✓��� '- � .,. __ °,„meq,o _ m ,s IIS Comprehensive Annual Financial Report For the Fiscal Year July 1 , 2019 to June 30, 2020 COMPREHENSIVE ANNUAL FINANCIAL REPORT Fiscal Year Ended June 30, 2020 F �� N• MOµ F H COUNTY OF HAWAII Hilo, Hawaii Harry Kim Mayor Roy Takemoto Managing Director Prepared by The Department of Finance Deanna Sako Director of Finance COUNTY F HAWAII Comprehensive Annual Financial Report For the Fiscal Year Ended.lune 30, 2020 Table of Contents Fage .. INTRODUCTORY SECTION Letter of Transmittal I GFOA Certificate of Achievement Organization Chart List of Elected Officials List of Principal officials 10 FINANCIAL SECTION Deport of Independent Auditors � Management's Discussion and Analysis 1 Basic Financial Statements: Government-ride Financial Statements: Statement of Net Position 26 Statement of Activities Fund Financial Statements: Balance Sheet-Governmental Funds 30 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position 31 Statement of Revenues, Expenditures,and Charges in Fund Balances- Governmental Funds 32 Reconciliation of the Change in Fuad Balances of Governmental Funds to the Statement of Activities 34 Statement of revenues, Expenditures,and Changes in Fund Balance- udget and Actual(Budgetary Basis)- General Fund 3 Statement of Net Position-Proprietary Funds 40 Statement of Revenues,Expenses,and Changes in Fund Net Position Proprietary Funds 41 Statement of Cash Flogs-Proprietary Funds 42 Statement of Fiduciary Net Position-Fiduciary Funds 43 Statement of Changes in Fiduciary Net Position-Fiduciary Funds 44 Motes to the Basic Financial Statements 45 Required Supplementary Information 103 FINANCIAL SECTION (Continued) P Combining and Individual Nonmajor Fund Statements and Schedules: Combining Balance Sheet-Nonmajor Governmental Funds 114 Combining Statement of Revenues,Expenditures,and Changes in Fund Balances-Nonmajor Governmental Funds 11 Schedules of Revenues,Expenditures,and Changes in Fund Balances- Budget and Actual(Budgetary Basis); Highway Fund 121 Sewer Fund 122 Solid waste Fund 123 Cemetery Fund 124 Parking Meter Fund 125 Vehicle Disposal Fund 126 Bikeway Fund 12 Workforce Investment Act Fund 128 Golf Course Fund 129 Geothermal Relocation and Community Benefits Fund 130 Beautification Fund 131 Hawaii County Housing Agency 132 Park Dedication Fuad 133 Short-term vacation Rental Enforcement Fuad 134 General Excise Tax Fund 135 Combining Statement of Agency Funds Net Positron-Agency Funds 136 Combining Statement of Changes in Assets and Liabilities-Agency Funds 138 Combining Statement of Private Purpose Trust Net Position- Private Purpose Trusts 144 Combining Statement ofChanges in Net Position-Private Purpose Trusts 145 STATISTICAL SECTION Table 1 -Net Position by Component 147 Table 2-Changes in Net Position 148 Table 3 -Fund Balances,Governmental Funds 150 Table 4-Changes in Fuad Balance,Governmental Funds 151 Fable 5 -Real Property Assessed values by Classification and Tax Rates 152 Table 6-Principal Taxpayers 156 Table 7-Property Tac Levies and Collections 157 Table 8-Ratios of Outstanding Debt by Type 158 Table 9-Ratios of General Bonded Debt Outstanding 159 Table 10-Legal Debt Barin Information 160 Table l 1 -Demographic and Economic Statistics 161 Table 12-Principal Employers, County of Hawaii 162 Table 1 -Full-Time Equivalent County Government Employees by Function 163 Table 1 -Operating Indicators by Function 164 Table 1 -Capital Asset Statistics by Functions 165 INTRODUCTORY SECTION Mitchell D. Roth * �`c.� � '�,� canna S. Sako Mayor ;` Director r • Steven A. Hunt '*■, ! ` Depttly Director &'Of County of Hawai"i Finance Department 25 Aupuni Street,Suite 2103 * Hilo,Hawa`t 96720 (808)961-8234 * Fax )961-8569 December 30, Zoo The Honorable Mayor and Members of the Council County of Hawaii 25 Aupuni Street Hilo, Hawaii 96720 We transmit herewith the Comprehensive Annual Financial Report for the County of war`i, State of HawaN (the County), for the fiscal year July 1, 2019 to June 30, 2020. 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 fainly 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' 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, 2020 and results of operations for the fiscal year then ended. The report is divided into three sections: 0 The Introductory Section includes this transmittal letter, a Certificate t of Achievement for Excellence in Financial Reporting, the County of Hawai'i' organization chart and lists of elected and principal officials. The Financial Section contains management's discussion and analysis, the basic financial statements, related motes, the combining and individual fund budgetary financial statements, and the independent auditors' report. 0 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 Hawaii, including its component unit, the Department of water Supply, established by the County Charter as a semi-autonomous body of the County government. This component unit is included in the County's reporting entity because of its financial relationship with the County. a r'`i County is an equal opportunity provider and employer. _ I _ 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, streets and infrastructure; real property assessment and tax collection; and general administrative services. However,the Counter does not provide such other traditional services as public education, hospitals and courts. These services are provided by the State government. The Counter consists of the island ofHawaii, 4,028 square miles in size. It is twice as large s the combined area of all the other inhabited islands in the Hawaiian Archipelago. Since there i 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-member council. Economic Condition and Outlook The eland of Hawai`i, commonly known as the Big Island, is located 214 miles from Honolulu, the state capital; 2,200 miles from the west east 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 deepwater port, and Hilo International Airport, which is capable of handling fully- loaded wide-bodied aircraft. Kailua-Kona and South Ko ala, major tourist destination areas on the west side of the Big Island, are served by flights from the United States mainland, Canada and now Japan through the Kona 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 Counter 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 unemployment rate for the County for the current fiscal year is at approximately 1 .2 percent, it preliminarily decreased to 9.8 percent as ofNovember 2020, which is according to the Mate of H w i'i Department of Labor and Industrial Relations tions office of Labor and Statistics. In addition to the mild climate and natural beauty it shares with other areas in the state, the Counter features the Hawaii Volcanoes National Park, in addition to four other national pans that focus on Hawaiian culture and history. Tourism has always been one of the major industries on the island. In fiscal year 2019, the County suffered from two natural disasters, Hurricane Lane and a volcanic eruption in the community of Puna, which took a toll on the island's visitor industry. Even with the halting of volcanic activity during the fiscal year, efforts continue within the County and impacted community to deal with the devastation and devise plans for recovery. Despite sensational Deadlines that described the island as being covered with molten lava, the island has remained open for business. Then as the Counter was beginning to recover, COV I -19 began to spread throughout the world and on January 30, 2020 the world Health Organization declared a Public Health Emergency of International Concern, The County, as well as the rest of our nation, was challenged to balance decreasing revenues from all major sources with increasing expenditures incurred lir response to dealing with the public health crisis facing the community. In order to aid the state and local _ 2 - governments in their struggle, the federal government passed the Coronavirus Aid, Relief re l Economic Security Act "CARES Act"), which awarded the County with $80 million to address medical, public health, economic support and other emergency response costs resulting from CVI :19. Major Initiatives For the Year Public Safety—The or i'i Police Department faced significant challenges during Fiscal year 2020, one of which was the COVID 19 pandemic, which brought about some unique challenges and responsibilities for the police department. The Hawaii Fire Department had a number of significant accomplishments throughout Fiscal year 2019-20. By hosting multiple overlapping recruit classes,the Department achieved nearly full staffing for the first time in a number of years. From the onset of the C I -19 pandemic, the Hawaii Fire Department led the Counter's prevention and education task force, which established and implemented safety protocols to keep the local businesses open, while simultaneously reducing the COVID-19 risk to the community. Public Thr with a project cost of$14 million, the Prosecuting Attorney's Office at the west Hawaii Civic Center was completed. with the recent opening of the judiciary building in Kailua-Kona, it was convenient to have the Prosecuting Attorney's office nearby to reduce the traveling time. The Highways division started the process of implementing Geographic Information Systems (GIS)to improve data collection and workflow processes throughout operations. The program integrates with public safety and civil defense departments, and provides for better overall coordination between agencies. Culture and Recreation —Parks and Recreation opened Ku wa Street park fields for use. The park includes a baseball/softball and multipurpose field. The Department provided response to the COVI -19 pandemic by developing policy and rules for safe facility use and the development and implementation of modified programs, such as the emergency meal plan for our elderly and Summer Fun programs for our youth. For the Future Public Safety—With the acquisition of equipment, the Police Department plans to implement the Department's Body worn Camera(BWQ program in the upcoming fiscal year FY 21. The Department will continue to strive towards the construction of combined Fire and police Dispatch Center, which is currently in the bid proposal phase. _ 3 mli Public Work - DPW is currently working on the following County and Statewide Transportation Improvement Program (STIP) projects; * The Kalanian `ole Avenue Reconstruction project Kanoelehua Avenue to Kuhio Street) i valued at$18.4 million. The project is in collaboration with the Mato Department of Transportation (DOT) and includes multi-use accessibility and the enhancement of roadway capacity, operations and safety for motorists, bicyclists and pedestrians. The work involves the widening of Kalaniana`ole Avenue to add for a concrete curb, gutter and sidewalk, a paved shoulder, bicycle lanes, utility relocation and the installation of a new waterline. The project is expected to be complete during the second quarter of 2021. 9 Originally built in 1937, AIN* Drive culvertis being demolished due to being structurally deficient. The new properly-sized structure will provide a wider stream flog opening, a longer span and wider lane bridge with voider shoulders for pedestrians and bicyclists while reducing area flood hazards. with an estimated cost of$8.97 million, the new bridge will feature two 16-foot wide travel lanes, two Moot wide sidewalk, and new guardrails. Ca re and Recreation -The Department rtment will continue to provide emergency meals, modified programs, recreational opportunities and continue the maintenance and sanitization operations, while adhering to government proclamations and guidelines as the pandemic continues. Other Financial Information Internal Control The management of the County is responsible for establishing and maintaining ars 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 Counter 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. ® 4 � 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 o 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. Significant AccounPolicies The County has implemented Governmental Accounting Standards Board Statement No. 14, The Financial Reporting Entity(GASB Statement No. 14), Statement No. 39, Determining Whether Certain Organizations Are Component Units GAS B Statement No. 3 9 and Statement No. 61, The Financial Reporting Entity: Omnibus an amendment o,f GASB Statements No. 14 and 3 (GASBStatement No. 61). All organizations, activities or functions that meet the criteria in GASB Statement No. 14,No. 9 and No. 61 for inclusion in the reporting entity are included in the County's basic financial statements. For further discussion on other significant accounting policies,refer to the notes to the basic financial statements. Fin ncia I High fight Total revenues increased by $68.0 million from the prior year, which was mostly clue to property taxes increasing by approximately $17.5 million. Most notably, there were increases in the value of net taxable buildings o $1.0 billion, with the largest increase occurring in the residential class of$832 million. Second, there was an increase of$23.0 million from the prior year 1n revenues from the general excise tax surcharge. The surcharge was In effect for 12 months in the current fiscal year as compared to only 6 months in the prior year and the rate also doubled in the last 6 months of the current fiscal year from 0.25%to 0.50%. With a 13.0 percent($68.0 million) increase in revenues that was offset by a 6.0 percent($33.2 million) increase in expenses, the County experienced an increase in net position of$23.0 mi11ion, which represented a 296.1 ($34.8 million) increase over the prior years decrease in net position. The County's net investment in capital assets increased by$25.5 million from the prior year, which represented a 2.9 percent increase. New and continued construction projects in the areas of highways and streets and sanitation accounted for the majority of the increase. Other Information Independent A udit The County Charter requires an annual audit by independent certified public accountants. N&K CPAs Inc. was selected in accordance with the County Charter and the procurement provisions of the Hawaii Revised Statutes (HRS) and Hawaii Administrative Mules HAI to perform the audit. Employee Union Contracts County employees are members of eight different bargaining units, of which all have contracts that expire on June 30, 2021. Certificate ofAchievement The Government Finance Officers Association of the United States and Canada GFA awarded a Certificate of Achievement for Excellence in Financial Reporting to the County of Hawaii for its Comprehensive Annual Financial Report for the fiscal year ended June 30, 2019. This was the thirty second consecutive year that the go enument has received this prestigious award. In order to be awarded a Certif rcate of Achievement, a government must publish an easily readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. 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 edgmer is 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 Hawaii. Deanna Sak Director of Finance • Government Finance Officers Association 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 JLllle 3O, 2019 044M&P444. P 2%eu•�C Executive Director,"CEO County of Hawaii Organization Chart County Electorate County Council Mayor Prosecuting Attorney County Legislative Office ofMann xnnt: Clerk Auditor Managing Director Departments ander 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 an gem nt Office Housing& Fire Research &Development Community Development Water Supply Public Works (semi-autonomous) Pans &Recreation County of Hawaii Elected officials June 30, 2020 Administrative Officers (Term: 2016-2020) Marry Kira Mayor Mitchell Roth Prosecuting Attorney Co= Council (Term: 2018-2020) Aaron S.Y. Chung Chair Karen Eoff Vice Chair Maile "Medeiros" David Member Matt Kaneali`i-Kleinfelder Member Ashley L. Kierkiewicz Member Susan L. K. Leeloy Member Valerie T. Poindexter Member Herbert M. `Tim" Richards, III Member Rebecca Villegas Member Principal Officials ,lune 30, 2020 County Clerk Jon Henricks Legislative Auditor Bonnie Nims Managing Director Roy Takoto Deputy Managing Director Barbara Kosso v Corporation Counsel Joseph Karnelarnela Director of Finance Deanna Sako Planning Director Michael Yee Director of Personnel William Brilhante Jr. Director of Research and Development Diane Ley Chief of Police Paul Ferreira Fire Chief Darren Rosario Director of Public Works David Yamamoto Director of Environmental Management William Kucharski Warks and Recreation Director l oxcie Waltjen Manager-Chief Engineer, Department of Water Supply Keith Okamoto Civil Defense Administrator Talmadge Magno Director of Liquor Control Gerald Takase Bass Transit Administrator Brenda Carreira Executive on Aging William Farr III Administr tor, free of Housing in and Community Development Dune Hosaka Director of Information Technology Julie Ung FINANCIAL SECTION 939 BISHOP STREET,SUITE 2200 HONOLULU,HA IIAII 96813 N&K CPAs, Inc. T 808)524-2255 F(BOB)523-2090 AC U TAr T I CONSULTANTS INDEPENDENT T AUDITOR'S DEPORT To the Chair and Members of the County Council County of Hawaii Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business-type activities, the discretely presented component unit, each major fuind, and the aggregate remaining fund information of the County of Hawaii, State of Hawaii (County), as of and for the fiscal year ended ,dune 30, 2020, and the related motes to the financial statements, which collectively comprise the County's basic filnancial statements as listed in the table of contents. Management's F esp nsi ility for the Financial statements Management i responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor's Responsibility nsibility Our responsibility is to express opinions on these financial statements used 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 Go emment Auditing Standards,s, issued by the Comptroller General of the United States. Those standards require that e plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstateimernt. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditors judgement, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In snaking those risk assessments, the auditor considers internal control relevaent to the entity's preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity's internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall financial statement presentation of the financial statements. N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS We believe that the audit evidence we have obtained is sufficient and appropriate to provide a► basis for our audit opinions. 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 of Hawaii, State of Hawai`i, as of June 30, 2020, and the respective changes in financial position and, where applicable, cash flogs thereof and the budgetary comparison for the general fund for the fiscal year then ended in accordance with accounting principles generally accepted in the United States of America. Other Matters Required Supplementary Infonna ion Accounting principles generally accepted in the United states of America require that the management's discussion and analysis (pages 14 through 2 , schedule of changes in the net OPEE liability and related ratios (pages 103 through 105), schedule of contributions (OPER) (pages 106 through 108), schedule of the County's and Department's proportionate share of the net pension liability (ERS) (page 109), schedule of the employer pension contributions (EFTS) (pages 110 through 111), and schedule of changes in total pension liability (page 112), be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational,economic,or historical context.We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management's responses to our inquiries, the basic financial statements, and other knowledge vire obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other infonnation Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the County's basic financial statements.The introductory section, combining and individual nonmajor fund financial statements and budgetary comparison schedules, and statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and budgetary comparison schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such 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 N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual n nmaj r fund financial statements and budgetary comparison schedules are fairly stated, in all material respects, in relation to the basic 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, vire do not express an opinion or provide any assurance on them. Other Reporting Required uired y Government Auditing Standards In accordance with Govemment Auditing Standards, we have also issued our report dated December 30, 2020, on our consideration of the County's internal control over financial reporting and on our tests of its compliance with certain provisions of laves, regulations, contracts and grant agreements and other matters. The purpose of that report is solely to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on the effectiveness venes of the County's internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Govemment Auditing Standards in considering the County's internal control over financial reporting and compliance. 40s' C1004,ro Honolulu, Hawrai'i December 3 , 2020 MANAGEMENT'S T'S I ISCUSSI N 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, 2020. we encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal. FINANCIAL HIGHLIGH'T'S • The assets of the County exceeded its liabilities at the end of the fiscal year by$153.0 million (net position). This amount includes a negative balance of$834.5 million in unrestricted net position,a decrease of$13.6 million from the prior year,which is explained in the sections below. This amounts also includes$206.9 million and$21.4 million in deferred outflows and inflows of resources, respectively. • As of the close of the current fiscal year,the County's governmental funds reported ombined ending fund balances of$251.0 million, an increase of$26.6 million from the prior year. Approximately 40 percent of this total amount, $88.9 m111ion, 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 $61.4 million,or 72 percent of total general fund expenditures. OVERVIEW OF THE FINANCIAL STATEMEN'T'S 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 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 position presents information on all of the County's assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether or not the financial position of the County is improving or deteriorating. The statement of activities presents information showing how the County's net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods,such as revenues pertaining to uncollected takes 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, sanitation and general government. The business-type activities of the County include rental housing for senior citizens and families. W14 - The government-wide financial statements include not only the County itself(known as the primary government), but also the Department of'mater 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 f 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 bow cash and other financial assets can readily be converted to available resources and the balances left at,year-end that are available for spending. Such information may be useful in determining ghat financial resources are available in the near future to finance the County's programs. Because the focus of governmental funds is narrower than that of the government-ride 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-terra impact ofthe government's near-term financing decisions. Both the governmental funds balance sheet and the governmental funds statement of revenues,expenditures, and changes in find balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The County maintains several individual governmental funds organized according to their type(general, special revenue, debt service,and capital projects). Information is presented 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 ofthe 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 nonrnajor 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-ride financial statements,only in more detail. The County maintains only one type of proprietary funds,enterprise funds. Enterprise funds 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 I ulairnano 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 Basle 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 rotes to the basic financial statements. The combining statements referred to earlier in connection with nonrnajor 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 ofNet Position June 30,2020 and 2013 Primary Government Ooverameotal Activities Business-type Activities Total 202 2012 202 21 2 Q2 201 Assets: "current and other assets 401,959,382 S 351,300,809 $ 1,347,120 1,300,216 S 403,.306,502 $ 352,601,025 Capital assets,net 1,360,608,411 1,328,138,639 1,917,893 1,365,554 1,362,526,304 1,329,504,193 Total assets 1276225672793 _ 19679,439,448 3,265,013 2,665,770 1,765,832,806 1,682,105,21 Deferred Outflows Of Resources: 2069923,055* 213,039,853* _. 206,9231055 213,039,853 Total Assets and Deferred Outflows of Resources 12969,4909848 1,892,4799301 , 1,972,755,861 1,895,145,071 Liabilities: Long-term liabilities outstanding 1,675,729,743 1,677,521,661* 582,961 697,777 1,676,312,704 1,678,219,438 Other liabilities 121,977,885 69,882,208 69,134 83,015 122,047,019 69,965,223 Total liabilifie 1,797,707,628 1,7471P403,869 652,095 780,792 1,798,359,723 1,748,184,661 Deferred Inflows Of Resources. 21,372,121 16,970,935 .. _. 21,372,121 16,97 ,935 'total Liabilities and Deferred inflows OfResources 118191A0799749 ._.1$764,3741804 652,095 780,792 1,819,731,844 1,765,155,596 Net position: Netinvestment in capital assets 891,782,081 866,986,564 1,334,932 667,777 893,117,013 867,654,341 Restricted 94,431,592 83,230,067 -- 94,431,592 83,230,067 Unrestricted (835,802,574)* (822,112,134)* 1,277,986 1,217,201 (834,524,588) (820,894,933) Total net position 150,411 099 $ 128,1{}4,49" $2,612,918 $1,894,978 $153,024,017 $129 989,475 *See explanation on page 1 . 16 - Analysis of Net Position As noted earlier, net position may serve over time as a useful indicator of a government's financial position. In the case of the County, assets exceeded liabilities $153.0 million at the close of the most recent fiscal year. By far the largest portion of the County's net position 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 cannot be used to liquidate these liabilities. An additional portion of the County's net position represents resources that are subject to external restrictions on hover they may be used. At the end of the current fiscal year, the County i's able to report positive balances in two of its three categories of net position, both for the government as a whole, as well as for its separate governmental activities. All three categories of net position are positive for its business-type activities. The County's net position increased b $23.0 million from the prior year,which was ars increase of$34.7 million % from the decrease that was experienced last fiscal year. The main reasons for the large increase in the current}mar's increase over last year's decrease, was due to several increases in revenue sources. Property taxes increased in the current fiscal year by$17.5 million clue to a$1.0 billion increase in the assessed value of the net taxable buildings. Revenues from the general excise tax surcharge increased by$2 .0 m i 11 Tori from the prior year due to fact that the surcharge was in effect for 12 months in the current fiscal year and also doubled in the last 6 months. The County's net capital assets increased by$33.0 million 2 percent)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 2 . The County's long-terra liabilities outstanding decreased by$1.9 million 0.1 percent)due primarily to principal payments of bonds and SRF loans and amortization of related bond premiums totaling$30.5 million that were offset by a$32.6 million increase in the County's net pension liability. The remaining aining decrease in this category is comprised of net changes in the other long-term liability balances,of which most notable is the$6.4 million increase in other post-employment benefit obligation and a$17.6 million decrease in landfill closure payable due to current year payments. See further discussion of the increase in long-term debt outstanding on page 2 . - 17 Condensed Statements of Activities For the Fiscal Years Ended June 30,2020 and 2019 Primary Government �, � ,, .......................................................... overnmental Activities Business-type Activities Total 202 201 202 2Q19 202 201 Revenues.- Program evenues:Program revenues:, Charges for services 56,476,328 S 55,359,674 482,150 S 510,352 56,958,478 55,870,026 Operating grants and contributions 75,553,629 64,285,842 269,273 261,848 75,822,902 64,547,690 Capital grants and contributions 43,498,993 28,375,566 - 43,498,993 28,375,566 General revenues: Property taxes 333,515,661 315,969,118 - 333,515,661 315,969,118 Other taxes 73,873,234 47,796,847 - 73,873,234 47,796,847 Grants and contributions,unrestricted 16,530,357 19,748,211 - - 16,530,357 19,748,211 Investment earnings 3,220,862 3,420,693 5,193 8,234 3,226,055 3,428,927 Other 2,127,119 1,848,245 - - 2,127,119 1,848,245 Transfers (616,776) - 616,776 - - - Total revenues and transfers 604,179,407 536,804,196 1,373,392 780,434 605,552,799 537,584,630 Expenses: General government 86,747,456 88,660,088 - - 86,747,456 88,660,088 Public safety 274,259,439 248,111,465 - 274,259,439 248,111,465 Highways and streets 67,161,387 62,066,700 - - 67,161,387 62,056,700 Health,education and welfare 37,042,326 37,919,675 645,452 609,486 37,687,778 38,529,161 Culture and recreation 33,613,224 35,908,061 - 33,613,224 35,908,061 Sanitation 68,870,497 62,775,074 - 68,870,497 62,775,074 Interest on long-term debt 14,178,476 13,277,652 - 14,178,476 13,277,652 Total expenses 581,872,805 548,718,715 645,452 609,486 582,518,257 549,328,201 Increase(Decrease)in nct position 22,306,602 11,914,519} 727,940 17l0,948 23,034,542 (11,743,571) Net position at beginning of year 128,104,497 140,019,016 1,884,978 1,714,030 129,989,475 141,733,046 Net position at end of year S 150,411,099 S 128,104,497 S 2,612,918 $ 1,884,978 $ 153,024,017 $ 129,989,475 Analysis of Changes in Net Position Governmental activities. Governmental activities increased the County's net position by$22.3 million, which represented all of the total decrease in net position of the County. The primary reasons for the$68,0 million 13 percent) increase in total revenues was due to a $1.0 bil lion increase in the assessed value of the net taxable bu ildings, with the most notable increase of$832 million occurring in the residential class. With no changes in the tax rates from the prior year,the increase in real property tax revenues of$17.5 million was attributable solely to increases in the assessed values of lard and buildings. revenues from the general excise tax surcharge increased by$23.0 million from the prior year due to fact that the surcharge was in effect for 12 months in the current fiscal year and also doubled in the last 6 months from 0. 50 t 0.50%. Total expenses increased by$33.2 million,which represented a 6 percent change from the prior year. There were the typical increases in salaries and gages and related employment benefit costs across all functions in the current fiscal ,year, including approximately$3.0 million of expenditures inurrred by the County in responding to the CYI -19 pandemic. The charts below 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 percent), followed by general government(15 percent)and sanitation (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 tars are the largest single source of funds percent), followed by operating grants and contributions 12 percent)and other taxes 12 percent). Expenses and Program Revenues—Governmental Activities Year Ended June 3 ,2020 $300,000,0001,.,x, R P I +oV V+V V V 111 Ir.i✓I✓/armm mrtnA fR F(inm w 'rr(F-rc FR((!✓� /1i.:a lfuQWl-'ydGldRW..., ����m fi m�mm�w„mm'v�✓wig Il.(cxY.rr�nF,,m(,. ,'//�G ins.F IL,.r rT.���a�dew.::.��� �.Hw",.. i�m:� ��,.�((�ni f,o� ,.�a�(n �m�..... ���������� ..............mm Expenses ■Prosram rerrenun $700,000,000 �.......................... r $150,000,000 ... Jr $100,000,000 F uuuu wxw uum i�w.ww.w�w�u�u��, �) rYr�.�wrr^m^��..r�u,v���y y�Nu.Mr�r.,yY w.wv s . ,........ .- m...... $50,DDD,DC ���,,.. �. w..m�,� „w..... „ ' D; �� �,. .omm..^ Y//, ,���mmiGJ m��i�l � mm� W� �(Q!W(�F,Rli iWWiNC(Rrrl(ll0/NNI iva JJuwmw.w, {ti., %rv%.mmm ,,,,A1MYNv %/- 'hyv'IA'II VE „ilk, J oil a uu Jlwm ., '�N 0 . ` S1 X410 Nklp '0 V c 16 0 NN*�** , I Revenue by Source—Governmental Activities Year Ended June 30,2020 In estment earnings,. t tr,$7,177,119 0harges for services, $3,220,862 $56,476,328 Grants and contributions, not restricted to specific programs, $16,530,357 I Operating grants and Other taxes, $73,873,234 contribut�irrs $75.553,629 Capital grants and # y, cor�l�ilJutions, $43,498,993 Jiiu Property takes, $333,515,661 ........... ....... � � ....... ...o. w ...........,........................« .....m.. n o. ,�. mm........... ... .... rr,,,,.,.«rr .,,,, ,..,..�.. <<.... M 19 -� Business-type activities. Business-type activities increased the County's net position by $727,940 versus an increase of$170,948 in the prior year. Expenses for health,education and welfare account for all of the$645,452 of expenses which represents a 6 percent increase from the prior year,due to increases in repairs and maintenance and administrative charges. Charges for services were$482,150 and operating grants and contributions were$269,273,which were comparable to the prior year. 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. Governmentatfunds. The focus of the County's governmental funds is to provide information on near-tern 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 ofthe current fiscal year,the County's governmental funds reported combined ending fund valances of$25 1.0 mitlion, ars increase of$26.6 million (12 percent) in comparison with prig year. Approximately 35 percent ofthis total amount($88.9 million)constitutes unrestricted fund balance. The unrestricted portion of the fund balance is comprised of 1 $60. million in committed fund balance, 2 $46.0 million in assigned fund balance, and 3 negative $17.6 million in unassigned fund balance.The remainder ofthe fund balance is divided between $8.2 million in nonspendal le fund balance for inventory and $154.0 million in restricted fund balance. Approximately 74 percent of the total restricted fund balance is due to restrictions relating to highways, streets and abandoned vehicles($'75.7 million)and debt service($38.8 million). $15.5 million ofthe fund balance restricted for highways, streets and abandoned vehicles was due to the General Excise Tax fund that was created in the prig year,which accounts for the general excise tax surcharge that became effective in fiscal year 2019. The fund balance of the General Excise Tax Fund increased by$9.5 million due to the fact that the surcharge was in effect for a full 12 months in fiscal year 2020 and doubled during the last 6 months. 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$61.4 million,while total fund balance increased to$84.9 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 17 percent of total general fund expenditures,while total fund balance represents 24 percent of that same amount. The fund balance of the County's general fund increased by$8.7 million during the current fiscal year as compared to an increase of$15.1 million in the prig year. Ivey factors in this decrease ($6.4million)over last year's increase are as follows: A.positive increase of$14.3 million percent) in real property tax revenues and$9.2 million (15 percent) in intergovernmental revenues. As explained previously,the increase in real property tax revenues is due to an increase % in the value of net taxable real property as evidenced in the accompanying statistical tables. $5.1 million was also received from the State to reimburse the County for costs incurred in connection with the situation on fauna Kea. The positive impact ofthe increase In revenues was offset by increases of$33.6 million 1 percent) in expenditures. $6.8 million of the total increase in expenditures is due to increases in salaries and wages from the prior year and $7.9 million in associated employee and retiree benefits. The County also faced the continuation of funding costs related to emergency protective measures resulting from the COV I -19 pandemic.as opposed to the lava eruption and hurricanes in the prior years. The fund balance of the County's capital projects fund decreased by$ .3 mil lion 10 percent) during the current fiscal year. The decrease is primarily due to an increase of$21.8 million in expenditures from the prior year. See discussion regarding construction activity during the current year in the capital asset section below. The increase in expenditures were offset by an other financing source of$30.3 million related to the bond anticipation rotes(BANS)that were issued in the prig year and considered a current liability because the legal steps regarding the issuance of the bonds to pay off these rotes were not completed at the time the audited financial statements were fissured. The legal steps will be completed prior to the issuance of this gear's financials. There was also an increase in transfers in from the General Excise Tai(GET)fund of $ .6 million as a direct result of increases to the surcharge revenue in the GET fund. The debt service funds consist of the Bond Redemption Fuad and the Interest Fund. These funds have combined total fund balances of$38.8 million,all of which is restricted for the payment of debt service. The net increase in the combined fund balances during the current year in the debt service funds was$5.6 million, which was a 17 percent change from the prig year and due to an increase oftransfers its of$3.8 million. Proprietaryfunds. The Counter's proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net position of the Kulaimano Elderly Housing Project I ulaima►n at the end of the year amounted t $668,562, and $609,424 for the Ouli Ekahi Affordable Housing Project uli Ekahi . The total net position for Kulaimano increased by$130,526 and the net position for Ouli kaki increased by$597,414. Other factors concerning the finances of these two funds have already been addressed in the discussion ofthe County's business-type tivities. GENERAL FUND BUDGETARY HIGHLIGHTS Differences between the original budget and the final amended budget were primarily the result of a$42.1 million increase in appropriations,the most significant reasons were due t $16.9 million in increases in the grant appropriations from the State relating to the County's response t the situation at Mauna Idea and relating to the County's sham of the State's allocation of federal funds received under the Coronavirus Aid, Relief,and Economic Security(CARES)Act. Differences between the final budget and the actual(budgetary basis)resulted in approximately $18.8 million less revenues than expected and $27.1 million less expenditures than appropriated. This is primarily due to the following factors: The negative variance of$18.8 million in revenues is comprised mostly of$11.8 million n f'r m intergovernmental revenues, of which$3.2 million was unrecognized in the General Fund relating to the State's Transient Accommodations Tax(TAT)grant and $3.7 million from various federal capital grants related to Section 5309. • $13.4 million of the unspent appropriations is related to salaries and wages and the various countywide expenditure accounts relating to salaries and wages. The variance is flue 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($8.3 million and general government($3.4 million). $7.2 million is due to lever than anticipated payments needing to be made in retirement related payments. with each department increasing efforts to control costs,overtime was also closely monitored and the corresponding pension expenditures were not incurred. $2.8 million is clue to the fact that the increase in health premiums for employees were lower than originally anticipated. CAPITAL ASSET AND DEBT ADMINISTRATION A'TI 1 Capital assets. The County's investment in capital assets for its governmental and business-type activities as ofJune 30,2020 amounts to$1.4 billion(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 mads and bridges. The total increase in the County's investment in capital assets for the current fiscal year was percent. Major capital asset events during the current fiscal year included the following: Construction continued on the Ialanlana`ole Avenue Deconstruction; construction In progress as of the end ofthe current fiscal year had reached$6.1 million with $2.6 million coming from the current fiscal year. 0 Construction continued on the MAmalahoa Highway widening;construction in progress as of the end of the current fiscal year had reached $13.9 million with$5.9 million coming from the current fiscal year. Construction continued on the Office of the prosecuting Attorney; construction in progress a of the end of the current fiscal year had reached $14.5 million with $7.4 million corning from the current fiscal year. Construction continued on the Hawai`i County Radio System 1,Jpgrade project;construction in progress as ofthe current fiscal year had reached $12.9 million with$0.8 million corning from the current fiscal year. 0 Construction continued on the Hawaiian Ocean view Estates Transfer Station; constructions in progress as of the end of the current fiscal year had reached $ .1 million with $1.9 million coming from the current fiscal year; project was transferred to Buildings. 0 Construction continued on the Iealalehe wastewater Treatment plant -1 Upgrade project; construction in progress as of the end of the current fiscal year had reached$6.9 million,with $2.4 million coming from the current fiscal year. 0 Construction continued on the Lono Kona Subdivision Sewer Improvements project; construction in progress as of the end of the current fiscal year had reached $8.4 million with $7.1 million coming from the current fiscal year; project was transferred to Buildings. 0 $20.7 million of dedicated mads were received by the County in the current fiscal year. 2ifi - Capita Assets (net of depreciation) June 30,2020 and 2019 Primary Government Governmental Activities Business-type Activities Total 2020 201 2020 2019 2020 20191 Land and improvements $ 278,888,353 $ 263,470,318 $ 753,877 S 753,877 S 279,642,236 264,224,195 Infrastructure assets 2961257,213 312,878,757 - - 296,257,213 312,878,757 Ground and site improvements - - 44,852 49,199 44,852 49,199 Buildings and improvements 635,602,987 627,746,572 1,032,447 538,410 636,635,434 628,284,982 Easements 11,116,725 6,250,078 - - 11,116,725 6,250,078 Equipment 58,412,276 53,337,103 86,717 24,068 58,498,993 59,361,171 Construction work in progress 80,330,851 58,455,811 - - 80,330,851 58,455,811 Total $1,360,608,411 $1,328,138,639 $1,917,893 S1,365,554 $1,362,526,304 1, 29,504,193 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$359.2 million, State 1 evolving Fund loans of$37.4 rnillion and Bond Anticipation Motes of$30.0 m i I Ii n. At the end f the current fiscal year,the County had total bonded debt outstanding of$359.2 million. This entire amount was comprised sof general obligation bonds which are backed by the full faith and credit of the County. The County's total bonded debt decreased by$23,2 million 6 percent)during the current fiscal year due to the retirement of that amount of bonds. At the end of the fiscal year,the County held an"AA"rating from Standard&Poor's,an" +" rating from Fitch and an"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 tax assessment rolls. The current debt limitation for the County is$5.0 billion, which is in excess of the County's outstanding general obligation dent. Currently the County's outstanding debt represents 6 percent of our debt limitation. 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 approximately 1 .2 percent,which is 9 percent higher than at the end of the prior fiscal year. This increase is a result of the current COVI D-19 pandemic that is plaguing the world. The number of domestic and international visitors to the County for the current fiscal year was approximately 1.29 rnillion,with an approx imate ly 23 percent decrease from the previous gear's count of 1.67 million. 410 with the COV panderxnie plaguirng not only our matin but the entire world,the County is preparing to deal with the fiscal and economic impact that will continue t impact our island beyond the upcoming fiscal year of 2021. Concerns in the area of increasing unemployment,ent,ability of businesses to continue to operate,fulfilling the basic needs ofthe island citizens and working to protect the population will impact the budget. The County administration will continue to monitor the effects of the pandemic and plant accordingly to prepare for the tough decisions that will aced to be made regarding the health and safety of the people. These factors were considered in preparing theCounty's budget for the 2021 fiscal year. At the end of the current fiscal year, unrestricted fund balance in the general fund was$61.4 million. The County has appropriated $30.5 million of this amount for spending in the 2021 fiscal year budget and the majority is included in the assigned portion of the fund balance. REQUEST'S 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 f Finance,County ofH irai`i, 25 Aupuni Street, Suite 2103, Hilo, H uai`i 96720. ® 2 BASIC FINANCIAL STATEMENTS -25 - C ..,1`NTY 1,"HA ISA I i Statement of Net Position June 30,2020 Primary Govemment. Governmental Business-type Component Activities Activities Total Unit Assets Current assets: Cash and cash equivalents(notes 3 and 14) S 118,630,879 1,222,541 119,853,420 S 19,663.115 Restricted cash and cash qu vaAent� (note 3)� 115,097,008 42,988 115,139,996 ft Investments(note 3) 28,245,013 - 28,245.013 7,000.000 Restricted investments(note 3) 31A85.737 - 31,185,737 - Receivables,net(note 4) 83,047,819 10,771 83.058.590 8,525.253 1 eceivablle from improvement district (notes 4 and 1 ) 112,317 - 112317 - Internal balances(note 5) 4,000 (4,000) - _ Inventories 8,187,482 - 8,187,482 1,537.355 Prepaid expenses 49,343 2,133 51.476 45,116 Other 1,541,638 - 1,541,638 - Total current assets 386,101,236 1,274,433 387.375,669 36,770,839 Investments(note 3) 14,083,348 - 14,083.348 15, OO.000 F cstricted cash and cash equivalents(note 3 and 14) - 72,687 72,687 888,225 Receivable from iimprovement district,excluding current portion(notes 4 and 1 ) 1,774,798 - 1,774,798 - Capital assets(notes 6.8 and 14M Utility plant in service,nct ,. - _ 239,507.889 Infrastructure assets.net 296,257.213 - 296.257,213 Ground and site improvements.net - 44,852 44,852 _ Buildings and improvements,net 635,602,987 1,032,447 636,635,434 Equipment,net 58,412,276 86,717 58.498,993 Easements,net 11,116,725 - 11,116,725 Preliminary survey and"Investigation charges - - - 6.417.849 Land and improvement 278,888,359 753,877 279.642,236 5.261.319 Construction work in progress 80.330,851 - 80.330.851 50.320.130 Total capital assets,net 1,360,608,411 1,917,893 1,362,526,304 301.507.187 Total noncurrent assets 1,,37 ,466,557 1,990,580 1,378,457,137 317,395.412 Total assets 1,0762,567,793 3.265,0 13 1.765.832.806 354,166,251 Deferred Outflows of Resources Deferred loss on refunding 5,291.893 - 5.291,893 - Def'erred outflow related to pensions and other post employment bene#its(notes 13 and 14) 201,631,162 - 201, 1,162 10,093,069 Total deferred outflows of resources 206,923,055 - 206,923,055 10.093,069 Total Assets and Deferred Outflows ofResources 1,969,490,848 3,265,013 1,972,755,861 364,259,320 (Continued) COUNTY OF HAWAII Statement of Iet Position June 30,2020 (Concluded) Primary Government Governmental Business-type Component Activities Activities Total Unit Liabilities Current liabilities: Accounts payable and accrued liabilities 20,780,557 59,705 20.840,322 6.033.555 Accrued payroll 11,388,603 - 11388.603 1.740,978 Advance collections-intergovernmental 79.615.161 1.809 79.616.970 Interest due on long-terra debt 6.176,903 7,560 6.184,463 545.682, Bonds and loans payable.current portion net (notes 10 and 14) 62,144,108 86,452 62.230.560 5,828.067 Compensated absences,current portion(note 10) 10,950,611 - 10.950.611 524,869 Claims andjudgments,current portion (notes 10, 12 and 14) 4,375,447 - 4,375,447 147.642 Capital leases,current portion(notes 8 and 10) 3,665,315 - 3,665.315 - Land f l I I costs payable,current portion (notes 9 and 10) 1,505,257 - 1.505.257 - Customere deposits _ - 230,525 [ether 7,398,01 0 - 7,398,010 Total current fiabilifics 207,999,972 155,586 208,155,558 15.051.318 Noncurrent liabilities: Bonds and loans payable,net (notes 10 and 1 ) 417,662,152 496.509 418.158,661 60,605.626 Compensated absences(note 10) 34,542,088 - 34,542.088 1,285.023 Claims andjudgments(notes 10, 12 and 1 ) 23,433,979 - 23.433,9"9 512.358 Capital leases notes 8 and 1 0) 7,105,794 - 7.105.794 - Landfill costs payable(notes 9 and 10) 11,849,743 - 11.849,743 - Unearned revenue,noncurrent - - - 1.583.953 Customers'deposits - - - 15,865,l08 Net pension liability(notes 13 and 14) 669,239,185 - 669,239,185 32.029.248 Net CPEB liability motes 13 and 14 407.266,249 - 407,266.249 M079,747 Other 18,608,466 18,608,466 - Total noncurrent liabilities 1.589,707,656 496,509 1,590,204,165 1'27,961.063 Total liabilities 1,797,707,628 652,095 1,798,359,723 1,1311,012.381 Mored Inflows of Resources Deferred inflows related to pensions and other post employment benefits(notes 13 and 14) 19,305,022 - 19,305.022 3,848.277 Deferred inflows-other 2,007,099 - 2,007,099 62,849 'Total Deferred Inflows of resources 21,372,121 - 21,372,121 3,911,126 Total Liabilities and Deferred Inflows ofResources 1,819,079 749 652,095 1,819.731,844 146,923,507 Net Position Net invesimcrit in capital assets 891,782,081 1,334,932 893,1 17,013 235.961.719 Restricted for: Debt service(note 10) 38,846,557 - 38.846.557 - Highway s,streets an nd abandoned vehicles 36,899,769 - 36,899,769 4 Public access openspace 14,341,394 14,341,394 Other 4,343,872 - 4,343.872 - Unrestricted835,802,574) 1,277,986 834,524,588) _______(1.8.625,906) Total net position S 150,411,099 2,612,918 S 153,024,017 $217.335,813 See accornpan ng notes to the basic financial statements., 27 COUNTY OF HAWAII Statement of Activities For the Fiscal Year Ended June 30,2020 Program Revenue Operating Capital Charges for Grants and Grants and Funetions/Pro&rams Expenses Services Contributions Contributions Primary government: Governmental activities: General government S 86,747,456 S 41320,738 S 6,638,918 S 4,3989247 Public safety 2741259,439 519171,482 35,447400 2,2649898 Highways and streets 67,161,387 16,5851,633 6,7891686 3599499579 Health,education and welfare 371042,326 21522,672 2598859494 224,641 Culture and recreation 33,6131224 1,451,429 26,029 661,628 Sanitation 68,870,497 25,678,374 766,102 Interest on long-term debt 1491789476 - - Total governmental activities 581,872,805 569476,328 75,553,629 43,4989993 Business-type activities: Health,education and welfare 6459452 4829150. 2692273 - Total primary government S 582,518,257 S 56,958,478 75,822,902 S 431498,993 Component unit: Water(note 14) 60,3249787 S 49,7539448 SS 3,202,379 General revenues: Taxes: Property taxes,levied for general purposes Public service company taxes Franchise taxes Fuel taxes General excise tax surcharge Grants and contributions not restricted to specific programs Investment earnings(expense) Miscellaneous Transfers Total general revenues and transfers Change in net position Net position,beginning of year Net position,end of year See accompanying notes to the basic financial statements. 2 Net Expen e 1 e enue and Chanes in Net Position Primary Government overnrnenta! Business-type Component Activities ActivitiesTotal ni (71,389,553) S S(71t3899553) (230162%659) (230,629t659) WWW; (75836,489) - 111 (7,836,489) (8,409,519) - (8,409,519) WWW {31,474,138} - (31,474,138) WWW (429426,021) (429426,021 14,1.78#47 - 149178,476 (416,3439855) - (406,343,855) 115,971 10 51997 1 4 6, 43, 55 105,971 (406,237,884) , 7,36 ,96 3, 3,515,661 - 333,5153661 - 8,862,416 - 8,862,416 913649811 - 91,3649811 - 2 ,1 08,062 20,1 08,62 - 35,537, 45 - 3555379945 - 1 ,53 , 57 - 16,530,357 - 3922 , 62 5,193 39226,055 7759456 291279119 - 21,127,119 1 X776 616,7761 - - 42 650 457 621,969 429,2729426 775,456 221306,612 727,940 23,034,542 (6,593,504) 128,104,497 198849978 1299919,475 223,929,317 $ 151,411,099 296129918 $1539124,017 217,335,813 „ 29 COUNTY OF HAWAII Governmental Funds Balance Sheet June 30,2020 Other Total Capital Governmental Governmental General Prot Funds Funds Assets Cash and cash equivalents(note 3) $102,634,030 S 51,548.355 S 79,545,502 $233,727,887 Investments(note 3) 42,315,624 - 31.198,474 73,514.098 Receivables.net(note 4) 28,435,750 - 2,614,255 31.050,005 Due from other governmental funds(note 5) 2,175,623 6,723.688 2,418.607 11.317.918 Due from other nongovcmmental funds(tote 5) - - 4,000 4.000 Receivables ivables from other governments(note 4) 26,460,253 6,842,866 18,694,695 51,997,814 Inventories 8,187,482 - - 8.187,482 Other 635,899 797,666 157,416 1,590,981 Total assets $134.632.949 411.390.1 Liabilities,Merred Inflows and Fund Balances Liabilities: Accounts payable S 6,245,867 S 10,577,451 3.957.239 S 20.780.557 Accrued payroll 9,608.455 - 1.780.148 l 1.38 .603 Due to other govemmcni l funds(note 5) 2,192,921 595,690 8.529.307 11.317,918 Advance collections-in(ergovcmmental 74,474,520 4,548,959 591,682 79,615,161 Other 2,960,981 379,375 676,305 4.016.661 "Total liabilities 95,482,744 16#101,475 15,534&81 127,118,900 Deferred Inflows of Resources: Unavailable revenue(note 7) 31,502#849 - 2,729,436 33.232.285 Fund balances: Nonspendable: Inventory 8,187,482 - - 8.187,482 fetrictd for: Debt service{rote l } - - 38,846.557 38.846,557 Highways.streets and abandoned vehicles - 38,770,075 36,899,769 75,669.844 Public access open space 14,341,394 - - 14.341.394 Other 956,286 20.771,160 3,387,586 25.115.032 Committed to: Budget stabilization 7,212,340 - 7,212.34 Disaster and emergencies 6.534,823 - - 6.534.823 Lower Puna area - - 4.274,235 4,274,235 Rental assistance and subsidy - - 1.267.826 1.267M6 Sanitation - 20.286,433 20,286,433 Self insurance 260,890 - - 260.890 Highways,streets and abandoned vehicles - 1,054,149 11,066.016 12,120.165 Parrs and recreational projects - 2,091,494 61.068 2,152,562 Zoning change impact mitigation(fair share) - 3,960, 58 - 3.960.058 Other 510,163 1,636,871 279342 2,426,376 Assigned to: Subsequent}rear's budget 30,548,282 - - 30,548,282 Other 15,444,635 - - 15,444.635 Unassigned 862,773 18,472,707) - 1'x,609.934) Total fund balances _ 84.859.068 _49,811,100 _116.368.832 251,039.000 "Total liabilities,deferred inflows, and fund balances 65.912.575 411. 9Q_185 See accompanying notes to the basic financial statement .. COUNTY F HAWAII Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position June 30,2020 Total fund balances-governmental funds S 2 1,039, 0 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. These assets consist of: Land and improvements 278,8889359 Infrastructure assets,net 2969,2579213 Buildings and improvements,net 635,6029987 Equipment,net 589412s276 Easements,net 11,116,725 Construction work in progress 8033 Oag51 Total capital assets,net 1,360,608,411 Deferred amounts on refunding and pension are reported as deferred outflows of resources in the government-wide financial statements but are not are not reported in the governmental fund statements 206,923,055 Some of the Bounty'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) 311165t 186 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 (477,9191145), Interest due on long-term debt (61176,903) Capital leases (10,771,109) Compensated absences (4594929699) Claims and judgments (27,809,426) Landfill costs payable (139355,000) Pollution remediation 1913 41,349) Underground storage tank liability 11775,000) Other Postemployment Benefit Obligation PBB (407,266,249} Net pension obligation 6699239,185 Total long-terra liabilities 1,679,146506 Unarnortized gain on refunding (8739466) Deferred amounts related to pension are reported as deferred inflows of resources in the government-wide financial statements but are not are not reported in the governmental fund statements19,3 05,022 Net position of governmental activities 150,4111099 See accompanying notes to the basic financial statements. WIN OF HAWAII Governmental Funds ,Statement of Revenues,Expenditures,and Changes in Fund Balances For the Fiscal Year Ended June 30,2020 Other Total Capital Governmental Governmental General Pr 'ects Funds Funds Revenues Property taxes S 327,886.496 - - 327,886.496 Public service company taxes 8,862,416 - - x,862,416 Fuel taw - - 20,108,062 20,108.062 Public utility franchise takes - 9,364,8 11 9.364.811 Licenses and permits 8,709,346 16.445.710 25,155,056 General excise tax surcharge - - 35,537,945 35.537.945 Intergovernmental 69,657,109 18.280.246 25,694,656 113.632,011 Charges for services 5,771.752 - 24,307,960 3 .079.712 Investment earnings 3,414,245 12,052 54,843 3.481.140 Other 1,979,081 1,161.762 1,033,028 4,173.871 Total revenues 426,280,445 19,454,060 132,547.0 15 578,28 1,520 Expenditures Current. General government 46,746,254 636,800 47,383.054 Public safety 144,581.068 10,339,473 154.920,541 Highways and streets 4,398,831 23,5 3.514 27,962,345 11ealth,education and welfare 7,808,415 23,134,152 30.942.567 Culture and recreation 21,365,678 1.167,748 22.533,426 Sanitation 1,150.585 42.607378 43.757,963 Pension and retirement contributions(rote 13) 53,800,205 &0 12,517 61,E M2.722 Employees'health insurance 15,7 ,173 3.078,292 18.846.465 Other postemployment benefits 41,614,474 41.604.474 Other 6,759,950 1.981,836 8,741,786 Debt service; Principal 1,526,641 27,695.216 29.221.857 Interest 87,597 - 1 8,50 1,939 18,589.536 Capital outlay 8,178,884 71,357,53 - 79,536.447 Total expenditures 353,776,755 71,357,563 l 60,71 8,865 585.853.183 Excess(deficiency)ofrevenues over(under)expenditures 72,503.690 X51,903,503) 1(28,171,850) X7.571.663} (Continued) COUNTY OF HAWAII Governmental Funds Statement of revenues,Expenditures.and Changes in Fund Balances For the Fiscal Year Ended,lune 3 ,2020 (Concluded) Other Total Capital Governmental Governmental General Projects Funds Funds Other Financing Sources(Uses) Sale of assets 10,2 - - 10.288 increase in capital leases(notes 8 and 10) 1,502,463 - 1,318,960 2,821,423 State i evol v ing Fund loans(note 1 - 174,021 - 174.021 Declass ofdebt from current t long-terra - 30,278.868 30.278.868 Transfers in(note 5) - 11,119,391 74.079.574 90.198.965 Transfers out{note 5) (66,235.767) - 23.93,19 90.198.965) "Total other financing sources(uses) (64,723,016) 46,572,280 51.435,336 33,284. 00 Nct change in fund balances 7,780,674 (5,331,223) 23.263,486 25,712,937 Fund balances at beginning of year 76,188,742 55,142,323 93.105.346 224.436.411 Increase in reserve for inventorics 889,652 - - 89,652 Fuad balances at end of year 84,859,068 $ 49,811.100 $116,368.832 251.039,000 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended June 30,2020 Net charge in fund balances-total governmental funds 25M2.937 Amounts reported for governmental activities in the statement of activities arc different because: Capital outlays are reported as expenditurcs in governmental funds. However,its the statement of activities,the cost ofcapital assets i allocated over their estimated useful lures as depreciation expense. In the current period,these amounts are: Capital outlay 5%865,516 Dedicated and contributed property 21,564,947 Depreciation expense and loss on disposals { . ,�91) Excess of capital outlay over depreciation expense 32,469.772 Borrowings provide current financial resources to governmental funds; however, issuing debt increases long-term liabilities in the statement of net position. In the current period,assets financed through: > ecIass of notes payable to long-term debt(note 1 (30,0004000) State Revolving Fund loans (174,021) Capital [cases (2,821,423) �uibm��miiovvoniien✓oi�oom000„rtrn Total debt proceeds (32,995.444) Repayment of long-terra debt is reported as an expenditure in governmental funds,but the repayment reduces long-term Iiabiliti s in the statermcnt of net position. In the current year,these amounts consist of: Bond principal retirement 234092.308 State Revolving Fund loan repayments/forgiveness 2,499,903 Capital lease payments 3,629,646 �i nig iiemoiri Ooi� Total long-term debt repayment 294221,857 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 avenues increased by this amount this year. 1,994,423 (Continued) 34 COUNTY OF HAWAII Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities 1"or the Fi scat Year I°mnd d June 30,20,20 (Concluded) Some items reported in the statement of activities do not involve current financial resources and therefore are not reported as expenditures in governmental funds. These activities are: Increase in inventories #652 Increase in compensated absences (3,079,986) Decrease in claims and judgments 3,675,057 Decrease in landfill closurepostclosure care costs 17,660,000 Increase in pollution remediation costs (6,900,616) Increase in underground storage tank liability (1.775.000) Amortization of premium from bond issuance 4,800,919 Amortization of deferred loss on refunding (705,654) Amortization of gain on refunding 102,761 Net increase in accrued interest (65,834) Net decrease to expenses related to Other Postemplo moment Benefit Obligation 8,196,91 Net increase to expenses related to pension and salaries and wages (56.895.154) Net additional expenses (34,096.943) Charge in net position of governmental activities 22.306,602 See accompanying notes to the basic financial statements 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 30,2020 Actual Variance Original Final Budgetary Positive Bud et Budrwµct Basis 11e ativc Revenues: Taxes and assessments: Property taxes 330.,700.000 S 330.700,000 S 327.886,496 S(2.813.504) Public service company taxes 8,840,000 8,840,000 8.862,416 22,416 Total taxes and assessments 339,540,000 339,540,000 336.748,912 (2.791,088) Licenses and permits: Nonbusiness licenses and permits 4,321,305 4.321,305 3,864.032 (457.273) Business licenses 2,095,329 2.095,329 1.788.744 (306,585) Street use 3,064,450 3.064,4 50 3,0 6.570 (7.880) ............................................................................ M1" tal licenses and permits 9.481,084 9.,481,084 8,709.346 (771.738) Intergovernmental: Federal: Programs for the aged 2.629,032 2,649.032 2,622.502 (26.530) Community development block grants - 2,773,136 2,773,136 - Law enforcement 3,420,535 5,451,959 3.738.790 (1.713.169) Other 5,227,662 32,310,019 28.36 1.65 1 (3.948,368) Total federal 11,277,229 43,181,146 37.496.079 ,688.067) State: Mate general Fund-Act 185, L1{ 1990 19,158, 00 19,158.000 15,965,000 (1193.000) Emer cncy medical services 16,830,274 20,800,957 20,800,957 Other 8,753.365 14,601,315 11,653.242 .(2.948.073) Total State 44,7419639 54,560, 72 48,419.199 _ (6.1 1.073) Total intergovernmental revenue 56,018,868 97,744,418 85.915,278 11.829.140) Charges for services: general government 5,090.354 5,090,354 4.111.41 (978.944) Culture and recreation 1,826,600 1.826.600 857,530 (969.070) Highways and streets 1,212,000 1,212,000 912,874 (299,126) Public safety 111,768 111,768 84,596 (27.172) Total charge for services 8,240,722 8,240,722 5,966,410 ,274,31 Pines and forfeitures 2,31 ,300 2,310,300 736,782 L1,5 73,51 Dents 189,500 189,500 201,281 ---11,781 (Continued) 36,. COUNTY F HAWAII General Fund Statement of Revenues.Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis For the Fiscal Year lnded June 30,2020 Actual Variance Original Final (Budgetary Positive Bu et Bud et Basis) Na ative Revenues(continued); Interest and penalties ,000, 10 2,000,000 S 3,098,836 S 1,198,836 Miscellaneous 5,036,424 5,442.924 4,762,186 (680,338) Total revenues 422,816,898 464,948,948 446,139,031 18,809,9 17) Expenditures: Current: General government: Finance 21,757,329 13,440,887 10.947.086 2.493,801 cncral government building 5,740.454 6,792,505 6.194,027 598,478 Legislative 4,679,766 3,835,166 3,368.266 467A00 Automotive equipment 4,844,900 3,943,850 3,775,499 168,351 La%v 3.168,392 3,119,892 2,583,480 536,412 Research and development 2,768,686 2.949,786 2,566.838 382,948 Planning and zoning 4,214,467 4,320,287 4,024.717 295.570 Mayor's office 1,806,707 1,906,707 1.740,796 165.911 Enginecring 1,779,186 1,602,186 1,141,715 460,471 Information technology 3,413,388 3,425,388 2.740,480 684.908 Human resources, 2,229,159 2,232,234 1,697.250 534,984 Public%works administration 1,596,193 1,616,443 1.444.937 171,506 Elections 980,672 1,174,860 927.959 246.901 Legislative auditor 875,846 875,846 629.562 246.284 Total general government 59,845,145 51,236,537 43,782,612 7.453,925 Public safety: Police department 70,068.506 73,289,204 68,005,101 5,284,103 Fire department 43,791,397 53,627,243 50,193,520 3.433,723 Prosecuting attorney 10,830,841 12,368,437 9,894.982 2.473.455 Protective inspection 4,177,497 4,234,747 3.727,510 507,237 Liquor control 2,044,329 2,249,709 1,832,366 417,343 Flood control 330,000 330,000 324.840 5,160 Civil defense agency 2,401.659 2,656,910 2,099,210 557.700 Master Response - 16.896,732 15,458.424 1.438.308 Animal control 2,185,706 2,185,706 2,081,627 104,079 Total public safety 135,829,935 167,838,688 153,617,580 14,221,108 J-fi"gh and streets: ..;:ass transit 3,358,000 17,092,500 13.421,422 3,67"1,078 (Continued) 7 COUNTY OF HAWAII General Fund Statement of revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended.lune 3 ,202 Actual Variance Original Final (Budgetary Positive Bud&et Bud et Basis) tip+ Expenditure (continued): Current(continued : Health,education and welfare, Elderly activities 5,008,686 S 5.030,586 3,994,505 S 1.036.081 Office of aging 4,101,071 4,126,714 3,591.532 535.182 Education 58.500 58.500 32,511 25,989 Social programs 1,50 ,000 1. 00,000 1.499.945 55 Cemeteries 420,087 440,687 394,995 45,692 Physical examination 133,825 133,825 133,825 - Total health,education and welfare 11,222,169 11,290,312 9,647313 1,642,999 Culture and recreation: Community music 273,536 301,005 235.058 65.947 Organized recreation: Maintenance 10.773,178 11,112,978 10,573. 79 539.899 Recreation 3,284,584 3,399,634 3,028,018 371,616 Aquatics 2.563,447 2,427,297 2.052,276 375.021 Hoolulu park complex 1.00 ,526 1,049,526 1.005,124 44.402 Administration 2.337,703 2,426,441 2.076.461 349,980 Children's zoo 810,740 827,740 809 314 18,426 urnmerAntersessi n 532,093 538,093 331,521 206.572 Culture and arts 301.143 308.643 227,663 80.980 Elderly activities administration 662,154 668,844 559.738 109.106 Total culture and recreation 22,547,104 21060,201 20, 98,252 2,161,949 Sanitation: Environmental management 1,182,880 1,197,880 1,153.224 44.656 Pension and retirement contributions 60,813,132 61,832,734 53,562,227 8.270.507 Employees'health insurance 18,495.526 18,495,526 15,731,805 2,763.721 Other postemployment benefits 41,676,474 41,676,474 41,604,474 72,00 Other 11,262,824 9,737,238 4.335,260 5.401.978 Total current 366.233,189 403,458,090 357,754.169 45,703.921 (Continued) COUNTY F HAWAII General Fund Statement of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 3 ,2020 (Concluded) Actual Variance Original Final (Budgetary Positive Bud et Bud t Basis) a ative Expenditures(continued): CapitalOutlay: Community Development Block grants(HUD) 150,000 S 4,56 ,169 4,401,567 164,602 }SOME Program 50.000 130,000 50.300 79.700 royal capital outlay 200,000 4,696,169 4.451,867 244.302 1Wotal expenditures 366,433,189 408,154.259 362.206.036 45.948.223 Excess of revenues over expenditures 56,383.709 56,794,689 83,932.995 27.138,306 Other financing sources(uses): 'Fransfer out: Housing Fund (2,283,619) (21289,619) 1,517,810 771.809 Solid 1a,te Fund 19.862.687) (19,862,687) (19,862.687) - Se%ver Fund (2.586,419) (2,586,419) (2.586,419) - Golf Course Fund (650,205) 1,000,205 (1,000.205) Capital Pr lect I and - (54,980) (54,980) - Disaster E"rnerg ncy Fund (25Q,000) (250,000) (250.000) Public Access,Open Space,and Natural Resources Preservation Fund (6.614.000) (6,614,000) (6.557.730) 56.270 Public Access,Open Space,and Natural Resources Preservation Maintenance Fund (826,750) (826,750) (262.526) 564.224 Budget Stabilization Fuad (250,000) {250,000} (250.000) - Debt Service Fund 44,879,547) ___(44,879,547) 44.879.547) - Total transfers out _A78-203.227) 78,i1 ,207 77.221, 4 1.392.303 Total other financing use 7 12-0-3,2 2 7 7 ,614,207 77,221,904 1,392,303 Excess(deficiency)of revenues and other sources over(under)expenditures and other uses (21,819.518) (21.819.518) 6,711.091 28.530.60 Fund balance at beginning of year 76,188,742 76,188,742 76.188,742 - Fund balance at end of year 54,369,224 549369,224 82,899,833 $28,530.609 See accompanying notes to the basic financial statements �,. COUNTY F HAWAII Proprietary Funds Statement of Net Position June 30.2020 Business-type Activities- Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Pro'ect Total Assets Current assets: Cash and cash equivalents mote 3 $ 680,115 $ 542*276 1,222,391 Restricted cash and cash equivalents(note 3) 13,758 29,230 42,988 Impre t fund mote 3 100 150 Receivables,net mote 4 2,142 8,629 10,771 Prepaid expenses 2,133 - 2,133 Total current assets 698.198 580.235 1.278.433 Noncurrent assets: Restricted cash and cash equivalents mote 3 - 72,687 72,687 Capital assets{note 6 : Nand and site improvements 511,000 515,727 1,026.727 Buildings and equipment 1,242,864 1,024,144 2.267,008 Less accumulated depreciation 1.250,891 124.95 1 1 1,375,842) Total capital assets 502,973 1,414.920 1,917,893 "'Fot l noncurrent assets 502,973 1,487.607 1.990,580 Total assets 1,20 1,171 2.067.842 3,269,0 13 Liabilities Current liabilities: Accounts payable 3.977 14,180 18,157 Due to other governmental funds(mote 4,000 - 4,000 Security deposits payable from restricted assets 13,758 27,850 41.608 Deterred revenue 341 1,468 1.809 Interest payable 7,560 - 7,560 Notes payable,current portion(note 10) 69,952 16,500 86,452 Ttat current liabilities 99,588 59,998 159,586 Noncurrent liabilities: Notes payable(note 1 393,736 102,773 496,509 Total liabilities 493,324 162,771656,095 .................................................................................. Net Position Net investment in capital assets 39.285 1.295,647 1.334,932 Unr stricted 668,562 609,424 1,277,986 Total net position 707,847 $ 1,905,071 S 2,612,918 See accompanying notes to the basic financial statements r' COUNTY F HAWAII Proprietary Fund Statement of Revenues.Expenses,and Changes in Fund Net Position For the Fiscal Year Ended June 30,2020 Business-type Activities- Enterprise Funds Kul imano Ouli Eltahi Elderly Affordable Housing Housing Pro'ect Pr 'ect Total Operating revenues: ( ental receipts from tenants S 138,212 337,100 475.312 Rental subsidy from federal government-HUD 269,273 - 269,273 Laundry receipts 3,123 - 3,123 Other 222 3,493 3,71 Total operating revenues 410,830 340,593 751,423 Operating expenses: Utilities 40,217 51.209 91, 2 General and administration 176,018 91,254 267,272 Maintenance and repairs 78,367 116,384 194.75 1 Depreciation(note 42,068 20,387 62,455 Total operating expenses 336,670 279.234 615.904 Operating income 74,160 61,359 135.519 Nonoperatin avenues{expenses}: Investment income 5,174 19 5.193 Interest expense (24,614) - (24.614) (Loss)on disposal of assets 4,934) - 4,934) Total nonoperating revenues(expenses) (24,374) 1 (24,355) Capital contributions Transfers 80,740 536,036 616.776 Change in net position 130,526 597.414 727.940 Net position,beginning of year 577,321 1.307,657 1,884,978 Net position,end of year 707,847 1,905,071 2,612,918 See a companyin g notes to the basic financial statements., 1 - COUNTY OF HAWAII Proprietary Funds Statement of Cash Flaws For the Fiscal Year Ended June 3 ,2020 Business-type Activities- Enterprise Funds 1 ula mano Ouli El ahi Elderly Affordable Housing Housing Pro`ect Praect Total Cash Flows from Operating Activities Receipts from tenants 141,602 S 338,130 $ 479,732 Receipts from federal government-HUD 269,273 - 269X3 Payments to suppliers for goods and services 1(307,746) 60.304 (568.050) Net cash provided by operating activities 103,129 77,526 180.955 Cash Flows from Capital and related Financing Activities Principal paid on nates payable (66,186) {48,630) 114,, 16 Interest paid on rotes payable (25,869) - (25,869) Purchase of capital assets 715 2.237 2,952) Net cash used in capital and related financing activities 92,770 50.867) 143,637) Cash Flows from Investing Activities Proceeds from maturities of investments 1,600,000 - 1.600M0 Purchase of investments 1,600,000) - (1.600.000) Interest on investments 5,376 19 5.395 N t cash provided by investing activities 5,376 19 5,395 Net increase(decrease)in cash and cash equivalents 15.735 26.978 42.713 Cash and cash equivalents at beginning of year(including restricted cash and cash equivalents) 678,188 617,315 1,295.503 Cash and cash equivalents at end of year(including restricted cash and cash equivalents) $ 693,923 $ 644,293 S 1.338.216 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income 74,160 61,359 135,519 Adjustments to reconcile operating income to net cash provided bar operating activities: Depreciation expense 42.068 20,387 62.455 Change in assets and liabilities: receivables,net 1,954) (3,035) (5.019) Prepaid expenses 74) - 74 Accounts and other payables 10,999) 1,457) 12.456) Deferred revenue 42), 572 530 Net cash provided by operating activities 103.129 77,526 180.955 Supplemental Disclosure of Noncash Capital and Related Financing Activities Capital contributions 80,740 536,036 $ 616,776 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Fiduciary Funds Statement of Fiduciary Net Position June 30,2020 Private- Purpose Agency Trusts Funds Assets Cash and cash equivalents mute 3) '2 581,795 S 4,530.870 Investments(note 3) 2,1192,849 285.468 Receivables: Due from other agency funds - 15,396 Other receivables 2,595 68,734 Total receivables 2.898 84.130 Total assets 4,777,542 S 4.900,468 Liabilities Vouchers payable 2.255 Due to other agency funds 15.396 Accrued liabilities 3.047.776 Advances payable 232.203 Assets held for the benefit of improvement districts 1,602,535 Total liabilities 4,900.468 Net Position Held in trust for other parties 4,777,542 Total net position S 4,777,542 See accompanying notes to the basic financial statements- 43 CITY OF F1lI Fiduciary Funds Statement of Changes in Fiduciary Net Position For the Fiscal Year Ended June 3 ,2020 Private- Purpose Trusts Additions Contributions: Puna Geothermal Venture 50.000 I1I4"westment earnings: Net increase in fair value of investments 77,308 Dividends and interest 69,292 Total additions 196,600 Deductions Grant payments 45.724 Investment Fees 14,273 Total deductions 59.997 Change in net position 136,603 Net position,beginning of year 4,640.939 Net position,end ofyear 4,777. 42 See accompanying notes to the basic financial statements., � 1144a,, COUNTY OF HAWAII Dotes to the Basic Financial Statements Jure 30,2020 The accounting policies ofthe County ofH i"i (the County)conform to J.S. generally accepted accounting principles(GAAP)as applicable to local governmental units. The following notes to the basic financial statements are ars integral part ofthe County's Comprehensive Annual Financial Report CAF> . 1. SUMMARY of SIGNIFICANT ACCOUNTING POLICIES The Financia[ Reporting Entity The County has implemented Governmental Aocounting Standards Board Statement No. 14, The Financial Re or ing Entity(GASB Statement No. 14), Statement No. 39,Determining Whether Certain Organizations Are Component Units(GASB Statement No. 39)and Statement No. 61, The Financial Reporting Entity.- Omnibus ars amendment of GASB Statements No. 14 and 34(GASB Statement No. 61). All organizations,activities or functions that meet the criteria in GASB Statement No. 14, No.39 and No. 61 for inclusion in the reporting entity are included in the County's basic financial statements. Primary Government men 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. Where are no separate city, county or township governments nor any school districts, special districts,authorities or public corporations with overlapping authority. CASE Statement No. 1 , as amended,defines component units as legally separate organizations for which the elected officials of the primary government are financial ly accountable or for which the primary government may determine,through exercise of management"s professional judgment,that the inclusion of an organization that does not meet the financial accountability criteria is necessary in order to prevent the reporting entity's financial statements from being misleading. "Financial accountability" is the level of accountability that exists if a primary government appoints a voting majority of an organization's governing board or if the organization is fiscally dependent on the primary government 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 p rformed 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; The primary government is legally obligated or has otherwise assumed the obligation to - 45 . COUNTY HAWAII Notes to the Basic Financial Statements June 30,2020 finance the deficits of, or provide financial support to, the organization; or 3 The primary government is obligated in some manner for the debt ofthe organization. As req ufired by G AAP as set forth 1n GASB Statement No. 14, No. 39 and No. 6 1,these basic financial statements present the County ofHawaii (the primary rr m nt)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 Presenter!Component Unit The component unit column in the basic financial statements includes the financial data ofthe 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 dater Burd,the governing body ofthe Department,are appointed by the Mayor ofthe 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,tete 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 1 el i� ria `ar Street, Suite 20, Hilo, Hawaii 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 statements(within the basic financial statements)categorize primary activities as either governmental or business-type. In the government-wide statement of net position, both the govemmental 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-terra 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 avenues(property taxes,certain intergovernmental revenues, etc. . The statement ofactivities 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. COUNTY F HAWAII Motes to the Basic Financial Statements ,dune 3 , 2020 The government-wide focus is more on the sustainability ofthe County as ars entity and the change in aggregate financial position resulting from the activities of the fiscal period. The fund financial statements'emphasis is on the major funds in either the governmental or business-type categories. N nmaj r funds by category)are summarized into a single column. The governmental funds in the fund financial statements are presented using the current financial resource focus and modified accrual basis of accounting. This is the manner in which these funds are normally budgeted. This presentation is deemed most appropriate t a demonstrate legal and covenant compliance, b demonstrate the source and use ofliquid resources, and c demonstrate how the County's actual experience conforms to the budget fiscal plan. Since the governmental fund statements are presented using 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 ofthe 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 ofthe government,,these funds are not incorporated into the government-wide statements. Government-wide andfundfinancial statements—The government-wide financial statements i.e.,the statement of net position and the statement of activities)report information on all ofthe nonfiduciary activities of the primary government and its component unit. The effect of interfund activity has been removed from these statements during the process of incorporating fund data but interfund services provided and used have not been eliminated in the process ofconsolidation. 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 ofactivities 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 t 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 ofa particular function or segment. Faxes and other items not included among program revenues are reported instead as general revenues. COUNTY of HAWA I`I Dotes to the Basic Financial Statements .lune 30, 2020 Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, evert though the latter are excluded from the government-wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. Activities i f —The financial transactions ofthe County are recorded in individual funds. Each fund is accounted for by providing a separate set of self-balancing accounts that comprises its assets,deferred outflows of resources, liabilities, deferred inflows of resources, reserves, fund equity, revenues and expenditures/expenses. The various funds are reported by generic classification within the financial statements. CASE Statement No. 34,Basic Financial Stalem ni ,and Manag ment s Discussion and Analysis --for Slate and Local Governments, sets forth m in im urn criteria(percentage of the assets,deferred outflows ofresources, liabilities,deferred inflows of resources, revenues or expenditures/expenses of either fund category or the governmental and enterprise combined) for the determination of major funds. The nonmajor 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 to account for all activities of the general govern mens, except those required to be accounted for in other funds. Capital Projects Fund—Used to account for the costs of constructing Counter 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: Kula'imano 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 3 3-unit single-family affordable rental housing project located in Waimea. ­1 . COUNTY OF HAwAI`I Notes to the Basic Financial Statements June 3 ,2020 The County reports the following fiduciary funds: Private-Purpose Trust Funds—Used to account for funds received from geothermal developers to m itigate the effects ofgeothermal energy development. Also used t 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 f H a i'i. 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 ofresults of operations. The County has the following agency funds; State weight Tax Fund Improvement District t Ido. 18 Fuad Improvement District No. 19 Fuad Improvement District No.. 2 Fund Improvement District Revolving Fuad Performance and Refundable Deposits Fuad Payroll Clearance Fund Flexible Spending Account Lapsed warrants Fund Von-Profit License Plates Fund Organ and Tissue Education Fuad Business Improvement District 1-I ailu Basis of Accounting Basis of accounting refers to the period in which revenues and expenditures r expenses)are recognized in the accounts and reported in the basic financial statements. Basis of accounting relates to the timing f the measurements made,regardless ofthe measurement feu applied. The government-wide financial statements and the proprietary, fiduciary and component unit fund financial l 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. Modylled 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 int rgovern mental revenues)to be used to pay liabilities of the current period. COUNTY OF HAWAN Notes to the Basic Financial Statements June 3 ,2020 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. Beal property taxes and State Revolving lving Fund loan proceeds are considered available when collected. In applying the susceptible to accrual concept to intergovernmental revenues,the legal and contractual requirements ofthe numerous individual programs are used as guidance. There are essentially two types ofthese revenues. In one, monies must be expended on the specific 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 t purpose ofexpenditure and are usually revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenues at the time ofreeeipt or earlier if the susceptible to accrual criteria are met. The County reports deferred inflow ofresources in its fund financial statements(see Dote . Deferred inflows of resources 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 deferred inflow is removed from the fund financial statements 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 postclsure care costs; c principal and interest on general long-ternn debt which are recognized as expenditures when due; and (d) liabilities relating t pollution remediation . The County applies all applicable GASB pronouncements, including the adoption of GASB Statement No. 62,Codification ofAccounfing and Financial Reporting Guidance Contained in Pre-November mber•.3 , 1989 FASB(FinancialAccounting Standards Board) and AICPA (American Insfilule of Certified Public Accountants) Pronouncements. Encumbrances The general, special avenue,and capital projects funds follow encumbrance accounting under which purchase orders,contracts and other commitments are recorded as an obligation offund balance and provide authority for the carryover ofappropriations 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 year. - COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 , 2020 Cash and Investments Cash arta cash equivalents include cash on hand,amounts in demand deposits and savings accounts,and short-term investments with as maturity date of three months or less front the date acquired by the County. Investments consist of certificates of deposit, repurchase agreements,and securities with original maturities exceeding three months. These include 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(Fannie Mae)and Federal Horne Loan Mortgage Corporation (Freddie Mac)are based on quoted market rates. Investments also consist of equity securities in the fiduciary fund financial statements. These investments are stated at fair value based on closing quoted pries. 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 l% per month and penalties of up to 10%ofthe amount due. Assessments are based on 100%of estimated fair market values prior to the application of exemptions or preferential assessments. The County provides real property tax abatement under five programs Enterprise Zone, Historic residential Dedication, Low and Moderate Income Housing, Agricultural Use Programs,and Solar water Heater Credit: Enterprise ri Zone Exemption-Section 19-89.3 of the Hawai'i County Code provides buildings or other like structures which are built as a result of new construction by a qualified business with in an enterprise zone to be exempt except for the minimum tax from real property taxes for a period of three years. The purpose of this program is to stimulate business and industrial growth. A qualified business in an enterprise zone must satisfy the requirements ofChapter 31 of the Hawaii County Code and section 2E1, Hawaii Devised Statutes. Historic Residential Dedication Exemption—Section 19-89.1 of the Hawai'i County Code and Mule 3 6 of the Ru and regulations of the Director of Finance provides an axemption to encourage the preservation of residential structures that have been placed on the Hawaii Register of Historic Places after January 1, 1977. The property owner must provide visual access on a year-round basis or open the property to the public for twelve days per year. The owner certifies the current level of taxation is a material factor which threatens the continued existence of the historic status. This dedication is for a minimum period often gears, _ 1 - COUNTY OF HA WA V I Notes to the Basic Hn rnei l Statements June 30, 2020 automatically renewable indefinitely. Cancellation of the dedication by either the owner or the Director ofFinance may nl r be made upon five years' written advance notice and n earlier than the end of the fifth tax year. Any person who becomes an owner of the dedicated real property shall be subject to the restrictions and retroactive tax assessment provisions. if the dedication is approved,the exemption based upon the dedication shall be effective July 1 f the tax year following the approval ofthe dedication. The dedicated exempt property or portion of the property approved shall be subject t0 the minimum tax provisions ofSection 1 - 9 f the Hawai i County Code. l f there is a breach in the agreement,the property would be subject to roll back taxes, including penalty and interest. Low and Moderate-Income Housing Exemption Section 19-8 f the Hawai`i County Code and Rule 37 of the Rules and Regulations ofthe Director of Finance provides an exemption for a housing project which is owned and operated by a nonprofit or limited distribution mortgagor or by a qualified entity from taxation. Must participate in long-terra housing project that have regulatory agreements mandating rent levels,occupancy of the project is limited to the elderly, handicapped, low or moderate income families. Applicants must submit an application form along with a copy of the recorded regulatory agreement. The exemption is equal to 100%of the assessed value for the portion of the real property that is dedicated as low-and moderate-income rentals. If the entire property is dedicated, thea the net taxable is zero but the property is still subject to the minimum tax per Section 19-90(e)of the Hawai`i County Code. The exemption shall continue so long as the rental housing project is owned and operated by a nonprofit or limited mortgagor. If the renal units do not comply with the regulatory conditions,the property would be subject to roll back taxes, including penalty and interest. Nora Dedicated Agricultural Use Assessment, Section 19-5 of the Hawaii County Code and Mule 34 ofthe Pules and Regulations ofthe Director ofFinance reduces assessments t encourage local agricultural production as well as the preservation of agricultural lands that courld otherwise be further developed, by valuing these lards at the at two times the dedicate agricultural use value as opposed to the market value.Unlike the Dedicated Agricultural Use program, the zoning for tris program must be agricultural. An application form rn uist be filed along with a plot plan and provide details as to what agricultural activities is conducted on the property. Upon review and approval,the application is effective as of January l for the following tax year. Renewal of the application shall be in such form and at such time as requested by the director. 'valuation consideration is given to the type ofagricultural activity. Any breach to the terms of would result in an immediate rollback calculation of current plus two yeas taxes plus penalties and interest. Commercial r i u ural Use i drr, . Section 19-60 of the H awai`i County Code and Rule 31 of the Rules and Regulations of the Director ofFinance provides reduced assessments to encourage local agricultural production as well as the preservation of agricultural lards that could otherwise be further developed,by valuing the dedicated lands at the agricultural use value as opposed to the market value. An application form must be filed along with a plot plan and provide details as to what agricultural activities is conducted on the property. Upon - 52 - COUNTY OF HW I`I Notes to the Basic Financial Statements .lune 30, 2020 review and approval, the owner is required to record the dedication at the Bureau of Conveyances. There is currently only one available dedication length which is a 10 year period, however,previously there was a 20 year dedication. This dedication does not automatically renew. Valuation consideration is given to the type ofagricultural activity. Any breach to the terms of the recorded dedication would result in the cancellation ofthe dedication,or portion thereof,and the immediate rollback calculation of taxes plus penalties and interest. Volar Water Heater Credit- Section 19-104 of the Hawaii County Code provides a one time tax credit per tax map key for up to$3 00 for the owner of real property who installs a solar water heater on the owner's property on or after January 1,2008. This program was created with the purpose of providing an incentive to support renewable energy. The owner must apply for the credit. Information relevant to the disclosure of these programs for the fiscal year ended June 30, 2020 is as follows: Tax Abatement Program Amount of Taxes Abated -as defined by GASB 77 Enterprise Zone $3,638 Historic residential Dedication $241,000 Low and Moderate Income Housing $828. Agricultural Use Programs $28,8171799 Solar water Heater Credit $14,035 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 fiat in, first out(FIFO)method. Other inventories are stated at average cost. Liquor Control Section 21 of the Hawaii 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, 2020 of$956,256 are reflected as a restriction of general fund balance. 5 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, Zoo 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-vide financial statements. Capital assets are defined by the County as assets with an initial, individual cost of more than $1 00 and an esti rnated useful life in excess ofone year. Such assets are recorded at historical cost or estimated historical cost i purchased or constructed. Donated capital assets are recorded at acquisition value if available or if not, at estimated fair market value at the date of donation. 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 ofcapital assets of business-type activities is included as part of the capitalized value of the assets constructed. Capital assets ofthe primary government ment and enterprise fund are depreciated using the straight-line method over the following estimated useful lures of the assets: Assets Years Infrastructure 20 to 100 years Buildings and improvements 50 to 100 gears Ground and site improvements 20 to 50 gears Equipment 5 to 40 years Easements Dependent on terms of easement agreement Deferred outflows of Resources and Deferred Inflows of Resources Deferred outflows of resources represent a consumption of net position that applies to a future period and will not be recognized as an outflow of resources (expense or expenditure) until that time. The County has three items that qualifies for reporting in this category. The County reports the deferred loss on refunding and deferred outflow related to both pensions and other postemployment benefits (OPER) as a deferred outflow of resources in its statement of net position. Deferred inflows of resources represent an acquisition of net position that applies to a future period and w I I not be recognized as an inflow of resources(revenue)anti I that time, Property taxes, fees and other non-exchange transactions received in the current fiscal year for the ensuing fiscal year are reported as deferred inflows of resources.These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The County also reports deferred inflows of resources related to both pensions and other postemployment benefits(OPEB). - 54 - COUNTY OF HAWAII Dotes to the Basic Financial Statements June 30, 2020 Long-term obligations The County reports long-terra debt of governmental funds at face value on the govem ent- wide statement of net position. Certain other governmental fund obligations not expected to be financed with current available resources are also reported on the government-wide statement of net position. Long-term debt and other obligations financed by the proprietary funds are reported as liabilities in those funds. Compensated Absences Employees earn vacation credit at the rate ofone 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-hal f hours for each hour of overtime worked.ed. `here 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. 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 position along with the estimated liability for social security and Medicare taxes and employers' retirement contributions on those amounts. 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 Hawaii. Accumulated sick leave at June 3 o, 2020 totaled $7 8,613,000 for the primary go eminent. Leases Leases transferring substantially all of the risks and benefits of ownership are recorded as capital leases; other bases are operating leases(see Dote . Capital leases are recorded as capital asset additions at their estimated fair value at the inception ofthe lease and the related present value ofthe future minimum lease obligations is recorded as long-terra debt. Operating lease expenditures and expenses are recognized when the lease obligation is paid. Pensions For purposes of measuring the net pension liability,deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary uciary net position of the Employees' Retirement System of the State ofHawaii ERS and . 55 - COUNTY OF HAWAII Noes to the Basic Financial Statements June 301, 2020 additions to and deductions from ERS's fiduciary net position have been determined on the same basis as they are reported by ERS. For this purpose, benefit payments(including refunds of employee contributions)are recognized when due and payable in accordance with the benefit terns. Investments are reported at fair value. Other Postemployment Benefits(OPEB) For the purposes of measuring the net OPEB liability, deferred outflows or resources and deferred inflows of resources related to OPEB, and OPEB expense, information about the fiduciary net position of the Hawaii Employer-Anion Health Benefits Trust Fund ("EUTF"') and additions to/deductions from EUTF's fiduciary net position have been determined on the same basis as they are reported for EUTF. For this purpose, EUTF recognizes benefit payments when clue and payable in accordance with the benefit terms. Investments are reported at Fair value, except for investments in commingled and money market funds, which are reported at net asset value(NAV). The NAV is based on the fair value of the underlying assets held by the respective fund less its liabilities. 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 nonoperarting revenues and expenses. Use of Estimates The preparation of the basic financial statements in accordance with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets, deferred outflows of resources, liabilities,and deferred inflows of resources,as well as disclosure ofcontingent 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. Fuad Balances When both restricted and unrestricted fund balances are available for use, it is the County's policy to use restricted fund balance first,then unrestricted fund balance. Furthermore, committed fund balances are reduced first, followed by assigned amounts, and then COUNTY OF HAWAYI Dotes to the Basic Financial Statements June 301, 2020 unassigned amounts when expenditures are incurred for purposes for which amounts in any of those unrestricted fund balance classifications can be used, The County reports the following classifications: i onspendable Fund Balance 1onspendable fund balances are amounts that cannot be spent because they are either not in spendable form, or,for legal or contractual reasons, must be kept intact. The County has inventory included in their nonspendable fund balance. Restricted Fund Balance Constraints placed on the use of these resources are either externally imposed by creditors(such as through debt covenants), grantors,contributors or other governments or are imposed by law under the Hawaii Devised Statutes or County of Hawai`i Charter . Committed Fund Balance--Committed Fund Balances are amounts that can only be used for specific purposes as a result of constraints imposed by the County Council via ordinances and the County Code and can only be undone via the same manner. The comm itted fund balance of the General Furl inc Iudes the portion of fund balance committed to budget stabilization. The budget stabilization portion is authorized under County Code §2-219 to 2-223 and additions are made via the County budget or subsequent budget amendments. The fund balance may only be used when there is reduction in budgeted revenue and the director of finance determ Ines that such use is necessary to prevent a reduction in the level of public services, Assigned Fund Balance Assigned fund balances are amounts that are constrained by the County's intent as determined by the Mayor but are neither restricted nor committed. The County's only assigned fund balances are in the General Fund and Capital Projects Fund and the majority consists of the portion of fund balance that is intended to balance the subsequent year's budget, which is conveyed by the Mayor via his approval of allotment requests and his approval ofthe current,year's fund balance amount to be included in the submittal for next year's annual budget ordinance. Unassigned Fund Balance This is the residual classification ofthe General Fuad, The General Fund is the only fund that could potentially report a positive unassigned fund balance. The category of Other for the Restricted,Committed and Assigned fund balances on the Governmental Funds Balance Sheet include funds restricted for the purposes of housing and rental assistance; pans and recreation projects;general and public safety facilities; liquor control; taxicab investigations; special duty officers and sewer loan programs. 5 COUNTY OF HA WA V I Notes to the Basic Financial Statements June 3 ,2020 Net Position When both restricted and unrestricted net position are available for use, it is the County's policy to use restricted net position first, and then unrestricted net position. New Accounting Pronouncements In May 2020,GASB issued Statement No. 95,Postponement of the Effective Dales ofC rain Authoritative Guidance. The primary objective of this Statement is to provide temporary rel ief to g vemments and other stakeho Iders in connection with the COV I D-19 pandemic. This Statement postponed the effective dates of the following Statements that may have an impact on the County's financial statements: In January 2017,GASB issued Statement leo. 84,1 Fiduciary Activities. The principal objective of this Statement is to enhance the consistency and comparability fiduciary activity reporting by state and local governments. The requirements of this Statement are effective for reporting periods beginning after December 15,2019, as postponed by GAS B 95. The County has not yet determined the effect this Statement will have on its financial statements. In August 2018, GASB issued Statement No. 90, Majority r ity Equity In r -Ari Amendmeni of GASB Slatemeniso. 14 andNo. 61. The objectives of this Statement are to improve the consistency and comparability of reporting a government's majority equity interest in a legally separate organization and to improve the relevance offinancial statement information for certain component units. The requirements of this Statement are effective for reporting periods beginning after December 15,2019, a postponed by GASB 95. The County has not yet determined the effect this Statement will have on its financial statements. In January 2020,GASB issued Statement No. 92, Omnibus 2020. The objective of this Statement are to enhance comparability in accounting and financial reporting and to improve the consistency ofauthoritative literature. The requirements ofthis Statement relating to leases, reinsurance recoveries,and derivative instruments are effective upon issuance. The other requirements are either effective for fiscal years or reporting periods beginning after Ju ne 15,2021. The County has not yet determined the effect these requirements will have on its financial statements, In June 2017,GASB issued Statement No. 87,Leases. The objective ofthis Statement is t better meet the information needs of financial statement users by improving accounting and financial reporting for leases by governments. The requirements of this Statement are effective for reporting periods beginning after.lune 15,202 L The County has not yet determined the effect this Statement will have on its financial statements. COUNTY l- HAWAVI Nates to the Basic Financial Statements June 30,2020 In .lune 2018,GASB issued Statement No. ,Ac o ntin for•Interest Cost Incurred Before the End of a Construction Period. The objectives ofthis Statement are(])to enhance the relevance and comparability of information about capital assets and the cost of borrowing for reporting period and 2 to simplify accounting for interest cost incurred before the end of construction period. The requirements of this Statement are effective for reporting periods beginning after December 15, 2020,as postponed by GASB 9 . The County has not yet determined the effect this Statement will have on its financial statements. In May 2019,GASB issued Statement No. 91,Conduit Debt Obligations. The objectives of this Statement are to provide a single method of reporting conduit debt obligations by issuers. The requirements of this Statement are effective for reporting periods beginning after December 15, 2020. The County has not yet determined the effect this Statement will have on its financial statements. In March 2020, GASB issued Statement No. 93, Replacement ofInferbank Offered Rates. The objective of this Statement are to address accounting and financial reporting implications resulting from the replacement on an interbank offered rate(113011). The requirements of this Statement are effective beginning with reporting periods that begin after December 3 1, 2021. The County has not yet determined the effect this Statement will have on its financial statements. In March 2020, GASB issued Statement No. 94,Public-Pri al and Public-Public P rineris rr' .s and Availability Payment 1rr ngeme ts. The objective ofthis Statement is t improve financial reporting by addressing issues related to public-private and public-public partnership arrangements. The requirements ofthis Statement are effective for fiscal years beginning after June 15, 2022. The County has not yet determined the effect this Statement will have on its financial statements. In May 2020, GASB issued Statement No. 96, Subscription-Based Information Technology Arrangements. The objective ofthis Statement is to provide uniform guidance for accounting and financial reporting for transactions that meet the definition of a subscription-based information technology arrangement. The requirements of this Statement are effective for fiscal years beginning after June 15,2022. The County has not yet determined the effect this Statement will have on its financial statements. In June 2020,GASB issued Statement No. 9 ,Certain Component Unit Criteria,and Accounting and Financial Reporting for Internal revenue Code Section 457 Deferred Compensation Plans—An Amendment of GASB Statements No. 14 and No. 84, and a Supersession of GASB Statement No. 32. The primary objective of this Statement is to create more consistent financial reporting of defined contribution pension plants,defined contribution PEB plans and other employee benefit plans,while mitigating associated costs. The requirements of this Statement are effective for reporting periods beginning after.lune 15, 2021. The County has not yet determined the effect this Staternent wiII have on its financial statements. - 59 COUNTY OF HAWAII Dotes to the Basic Financial Statements June 3 ,2020 . STEWARDSHIP,COMPLIANCE AND ACCOUNTABILITY Annul 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 there. A project-length budget is submitted to the County Council for the capital projects fund. The Myr submits to the County Council amendments to the proposed operating and capital budgets within ten working days after the close of the Mate 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 ncil 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. Furring 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 wade during the 2019-20 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 $42.1 million in the general fund and $3. million in the special revenue Funds. Legally adopted budgets include the General Fuad, Highway Fuad, Sewer Fuad, Solid waste Fund,Cemetery Fuad, Parking Deter Fund, Vehicle Disposal Fuad, Bikeway Fund, Workforce Investment Act Fund, Golf Course Fund,Geothermal Relocation and Community Benefits Fuad, Beautification Fund, Hawari`i County Dousing Agency Fund, Park Dedication Fund,General Excise Tax Fund, and Short-Terra Vacation Dental Enforcement Fund. Appropriations for the operating budget lapse at the end of the fiscal year to the extent that they have not been expended or encumbered. Appropriations for capital expenditures that are not encumbered lapse at the enol oftwo fiscal}years following the fiscal year that the appropriation was made. 60 COUNTY OF HAWAVI Notes to the Baste Financial ial Statements June 3 ,2020 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 control is alternatively achieved through general obligation bond indenture provisions. The accompanying statement ofrevenus,expenditures and charges ire 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 are 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 encumbrances for balance sleet presentation. Budget to GAAP Reconciliation The following is a summary ofthe adjustments necessary to convert fund balances ofthe County's General Fuad from a GAAP basis to a budgetary basis at June 30, 2020: Ending fund balance GAAP basis $84,859. Encumbrance adjustments: Beginning encumbrances and unexpended allotments 11156-9030 Ending encumbrances and unexpended allotments 1,589,41 l Other adjustments (1,525,854 Ending fund balance Non-GAAP budgetary basis CASH AND INVESTMENTS The Director ofFinance is responsible for the safekeeping of all monies paid to the County. The D irector of Finance invests any monies ofthe Counter which in the Director's judgment are in excess ofthe amounts necessary for meeting the day-to-day operating needs of the County. Under Section 46-50 of the Hawaii Devised Statutes, legally authorized investments include obligations of or guaranteed by the U.S. government, obligations ofthe State, federally insured savings and checking accounts,time certificates of deposit, and repurchase agreements with federally insured financial institutions. ­ COUNTY TY F H WAP I Notes to the Basic Financial Statements .lune 30, 2020 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 ofcash 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, 2020 was $297,816,686 for the primary government and $7,362,,914 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$3191,384,870 at June 30,2020. Ofthat amount, $317,951,440 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 $1,433,430 represent deposits held by a management agent and were uncollateral i ed. Accordingly, these deposits were exposed to custodial credit risk. Custodial credit risk is the risk that in the evert of a bank failure,the County's deposits may not be retumed to it. For checking and savings accounts,time certificates of deposit,and repurchase agreements, the County requires, in accordance with State statutes,that the depository bank pledge collateral based on the available bank balances for the protection ofthe funds deposited. 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 Mate 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 predom1nate ly compri sed of govemment sponsored securities(equivalent to the rating in U.S. Treasuries), repurchase agreements and certificates of deposit, while the fiduciary funds also hold equity securities. COUNTY OF HAWA `I Notes to the Basic Financial Statements Jure 3 ,2020 The framework for measuring fair value provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities(level 1 and the lowest priority to unobservable inputs(level 3 . The three levels ofthe fair value hierarchy are described as follows: Level l —Inputs are quoted prices unadjusted in active markets for identical assets or liabilities that a government can access at the measurement date. An active market is a market in which transactions for the asset or liability take place with sufficient frequency and volume to provide pricing information on an ongoing basis. Level 2—Inputs other than quoted prices included within level 1 that are observable for n asset or liability,either directly or indirectly. If the asset or liability has a specified (contractual)terra,a level 2 input must be observable for most of the full term ofthe asset or liability. Level 2 inputs include: • Quoted prices for similar assets or liabilities in active markets, • Quoted prices for identical assets or liabilities in markets that are not active, Inputs other than quoted prices that are observable for the asset or liability, Inputs that are derived principally from or corroborated by observable market data by correlation or other means. Level 3 —Inputs are unobservable for an asset or liability. Following is a description of the valuation techniques used by the County to measure fair value: Government sponsored securities of$11,149,082 and certificates of deposits of $63,048,130: valued using quoted prices at the end of the fiscal year for identical or similar assets in markets that are not active(Level 2). Equity securities of$1,795,203: valued using quoted prices in active markets for identical assets or liabilities that a government can access at the measurement date(Level ■ mw i COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 , 2020 The County's investments and maturities at Jure 30,2020 are as follows: Maturi its ears ,Fair Value Less than 1 1 Investments ,,,,,, Primary Government: Certificates of deposit 625797,882 5614191890 $ 6,3 ,992 Government sponsored securities I Q.,-161216 31.0105860 356 �,O, $1.4,913,,�4$Investments Private-Purpose Trusts: Government sponsored securities 397,646 __ $ 397,646 Equity securities 19203 1,3951203 -- Investments ,,,, Agency Funds: Certificates of deposit $ 250,248 2501,248 $ Government sponsored securities 35x220 3 220 ...........................................5-4 Q,248 2, 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 stag 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 primarily consists of U.S. government or agency obligations, bonds of government sponsored enterprises, 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 ().S.Treasuries. Cusiodial Risk.- Curstodial risk is the risk of loss from the failure of the counterparty, which is defined as any entity that obtained an investment on behalf of the County. All of the County's 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 Investor Protection Corporation,and all investment securities are held in the County's name. Concentralion of(_,,."'redi1Risk:. State lave limits deposits to no more than %of the total in any one depository. The County seeks to further diversify its portfolio by purchasing from 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. As of June 30, 2020, investments were distributed as follows: FTI Financial,0.9%;; I ulti Bank Securities, 7.1%; First Hawaiian Bank, 3 0.4%; Raymond Jaynes,2. %; StifeI N i oI aus&Company, 3.1%; Bank of Hawaii, 18.8%; Territorial Savings 12.2%; CJS Bank, 2.5%,and Central Pacific Bank, 23.0%. 64 ®rt COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 ,2020 Restricted Cash and Cash Equivalents and Investments Cash and cash equivalents and investments classified as restricted assets for the primary government at June 30, 2020 amounted to 146,398,420. 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 $48,023,575 at.lune 30, 2020. Cash and investments in the Bond Redemption Fund and the Interest Fuad are restricted to debt service related payments and amounted to$39,094, . Cash in the Highway Fund, Bikeway Fund,General Excise Tax and Beautification Fund are restricted to costs incurred relating to highways and streets and the beautification of such items and amounted to$25,773,612. Cash in the Hawaii County Housing Agency and Short-term vacation Recital Enforcement Fund classified as restricted to provide public housing assistance and housing rules enforcement amounted to $4,298,639. The restricted easy in the General Fund was comprised ofcash restricted to costs incurred t administ r the liquor comm. and cash restricted to the acquisition and maintenance of lands or property entitlements for public outdoor recreation and education. Such amounts totaled $956,286 and $28,136,086, respectively. Tenant security deposits received by the County for the Dula`imano Elderly Housing Project and the Ouli El ahi Affordable Housing Project are recorded as restricted assets. Such funds amounted to$13,758 and $29,230,respectively,at June 30,2020. An operating reserve fund was established by the Ouli Elahi Affordable Housing Project pursuant to an agreement with the Hawai`i Housing Finance and Development Corporation, who are the holders of the projects note. This restricted reserve amounted to $72,687 at June 30, 2020. 65111 =11 COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 , 2020 . RECEIVABLES Receivables as ofJune 30,2020, for the County's individual major funds and other funds in the aggregate,including the applicable allowances for uncollectible accounts,are as follows: Governmental activities: Capital Other General Projects Governmental Fund Fund Funds Total Real property taxes $3652339,872 -- $ -- $3612339872 Accounts receivable: Sewer -- -- 2,465,561 21465,560 Solid waste -- __ 929,591 929,591 Intergovernmental 2 460 253 6,842,866 18�rrr ,,,,,651,997,8147 Gross receivables 62,694,125 6,8421866 223,089,846 919626, 3 Less: allowance for uncollectibles798,1 __ 896 (8,579,1018) Net total receivables $54,#rr(((1 l up Sm oilI »" During fiscal year 2005,the County issued $3,887,493 in general obligation bonds on behalf f Improvement District N . 1 , an agency fund. On February 12,2013 bonds were issued t refund the outstanding principal balance of$11,345,945 for the Improvement District. During fiscal year 2014 and 2015,the County also issued $448,669 and$720,331, respectively, in general obligation bonds on behalf of Improvement vement District No. 19, an agency fund.. t Jure 30, 2020,the outstanding balance for both Improvement Districts of$1,887,115 is reflected in the government-wide statement of net position as a receivable(see Note 10). Business-type activities: Enterprise Funds Accounts receivable: Rent $17,277 Other 346 Gross receivables 17,623 Less: allowance for uncollectibles 6.8 Net total receivables m COUNTY OF HAWAVI Notes to the Baste Financial Statements June 30,2020 5, INTERFUND RECEIVABLES AND PAYABLES Interfund receivables and payables consist of the fo Il wing at Jane 30,2020; Receivable Fund Payable Fuad Amount General fund capital projects fund $ 5909169 Other governmental funds ........1�,5 454 ,175,623 Capital projects fund Other governmental funds 6,723,688 Other governmental funds General fund 2,192,921 Capital projects fund 51521 Other governmental funds 220,165 -_2,41 8607 Total k IA 1 .1 Other governmental funds Enterprise funds 4 '0 J R( , 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 30,2020 consisted ofthe following: Transfers out: Capital Other General Projects Governmental Fund Fund Funds Total Transfers in: Capital Projects Fund 54,980 $ $16,064,411 $161119,391 Other governmental funds 66#1803 787 -- 7,898,787 74,0793574 SO $-23v261198 $9M 98+ ... _96 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 ofdebt services. In addition, some ofthe other governmental funds have made transfers to the capital projects fund for the construction of various projects. 1167"' COUNTY OF HAWAVI Dotes to the Basic Financial Statements June 3 , 2020 . CAPITAL ASSETS Capital asset a tivity for the year ended June 3 0,2020 for the County was as follows: Balance Balance July 1, Retirements/ June 30, 2019 Additions Transfers 2020 Governmental activities: Capital assets not being depreciated: Land and improvements 263,470,318 S 15,418,041 S $ 2781888,359 Easements 69232,881 49866,505 -- 11,099,386 Construction work in progress _ 58,455811 42,822.755 (20,947,715) 80,330851 , Total capital assets not � - = being depreciated 328,1593010 63.1 07,301 (20,947,7 l 5 370,318,596 Capital assets being depreciated: Buildings and improvements 768,798,968 215165,41 (86,003) 789,8789379 Equipment 164,5759138 85533,727 (31782,993) 169,3259872 Easements 4569497 142 -- 4561P639 Infrastructure 653,345,967 9,571,59 (446.497) 662..471,064 Total capital assets being depreciated l,587,176,570 _ 39.270,877 315 493 1 622 1 l 95 Less accumulated depreciation for: Buildings and improvements (1 41,052,396) (113.1231,151) 8s]55 154,275,392) Equipment (1059238,035) (91247,966) 3,572,405 (110,913,3596) Easements 39,3 __ -- (439,300) Infrastructure (340,467,21 Q) (253833,054) _ 86,41 _(366:1213.85 1 Total accumulated depreciation (587,196,941) (45,3 l 2,171) 3.666.973 631 842 139 Taal capital assets being depreciated, net 999.979.629 (9.041,294) (648.52Q) 990,289,815 Governmental activities capital assets,netp ,��, =° Ilh m9 d ., COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 ,2420 Balance Balance Jul} 1, Retirements/ June 30, 2019 Additions Transfers 2020 Business-type activities: Capital assets not beim depreciated: Land 753.877 -- -- 753877 Capital assets being depreciated: Buildings and improvements 19593,187 536,037 -- 2,129,224 Ground and site improvements 272,850 -- -- 272,850 Equipment 119,909 91 1 137384 Total capital assets being depreciated _ 1.985.946 _ 619,72 (65,816) _ 2,539,858 Less accumulated depreciation for: Buildings and improvements 1,0541777) (42,000) __ 1,096377) Ground and site improvements (223965 1) (41347) __ (2271,998) Equipment (95,841) (16 1 60.882 (51,067) Total accumulated Depreciation (1.374.269) (62 60,882 X1,375,842) Total capital assets being depreciated, net 611,677 557,273 934 1.164.016 Business-type activities capital assets,net � IST��„VUM„�rYf�, "'I'rld�7r,?� Vdlfv 4 ® 6119m, COUNTY OF HAWAV I Notes to the Basic Financial Statements June 301, 2020 Depreciation expense was charged to functions./program s the primary government a follows: Governmental activities; General government $ 2,6591290 Public safety 4,5631086 Highways and streets 2 , 6 , 32 Sanitation 7,5875474 Health, education and welfare 2,2551247 Culture and recreation 3 5 2Z1 ,. Taal depreciation expense governmental activities Business-type activities; T ula`imano Elderly Dousing Project $42,068 uli Ekahl Affordable Housing Project 20$387 Total depreciation expense��—business-type activities . DEFERRED INFLOW OF RESOURCES Deferred inflow of resources consists of the following at Jure 30,2020: Governmental activities: Capital Other Total General Projects Governmental Governmental Fund Fund Funds Funds Real property taxes 3053505,593 __ $ __ 30,350,593 Liquor control revenue 152,256 1523,256 Sewer revenue -.- - 1,723,643 1,723,643 Housing revenue -- -- 1153,182 115,182 Solid waste revenue 890611 891 ,611 Taal presented in fund financial statements 30,502,849 -- 2,7299436 33,232,255 Add deferred inflows of resources related to pensions& OPEB 199305,022 19,35, 22 Less adjustments for accrual of revenues . 35, 5 -� _(2.729,436) (31.165.,186) Total government- wide financial statementsS-21.371121. ...................................................................................... ................................................................ � -- -- COUNTY OF HAW I`I Notes to the Basic Financial Statements June 3 ,2020 . LEASES The County leases machinery and equipment under n n ancellal le leases expiring at various dates through May 2025. These capital leases are financed from the resources ofvarious funds. The estimated value ofthe leased machinery and equipment at the inception of the capital leases and accumulated depreciation,amounting t $19,426,559 and $3,347,907, respectively, and the related present value ofth remaining obligations under the capital leases amounting t $10,771,109 at June 30, 2020 are included in capital assets and long-term debt, respectively. The County also leases land, office facilities and other equipment under n ncancellable operating leases expiring through August 2045. Expenditures for such operating leases were $1,774,357 for the fiscal year ended.lune 3 , 2020. The future minimum payments under capital and operating leases at June 30,2020 are as follows: Capital Operating Leases Year Ending June 3 : 2021 $3,909,435 $ 1,769,251 222 3078.528 1,5411 2023 29551,669 884,563 2024 1,312,657 597,981 2025 41 0,489 13 8,917 2026- 2030 -- 62,796 2031 - 203 5 -- 902 2036 -2040 -- 900 2041 -2045 -- 900 2046 -2049 31 Total minimum lease payments 11,262,778 � Less amount representing interest (491,669) Obligations under capital leases 9. SOLID 'BASTE LANDFILL CLOSURE AND POSTCLOSURE CARE COSTS S Hilo Landfill 1n December ember 2 19,the County closed its landfill located in the city of Milo. Under state and federal requirements, the County would have to monitor and maintain this site for thirty years from the closure date. The estimated cost ofclosure and p stel sure is $25,823,000, based on what it would cost to perform the required closure and p st l sure care in 2020. Actual costs may be higher clue to inflation,changes in technology,or changes in regulations. Through June 3 ,2020, $20,716,000 was spent on closure and pstclsure care f the landfill. The remaining estimated liability ,107,000 is included in the government- wide statement of net position. During the year ended Jute 30,2020,$19,800,000 was spent _ 7 1 - COUNTY OF HAWAN Notes to the Basic Financial Statements June 30,2020 on closure ofthe landfill, The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. Kealakelte In October 1993,the County closed its I ealal ehe landfill in lona. 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 management. The estimated cost of closure and postclosure is$17,250,000, based on what it would cost to perform the required closure and postclosure care in 2020. Actual costs may be higher due to inflation,changes in technology, or changes in regulations. Through June 301,2020, $9,002,000 was spent on closure and postclosure care of the landfill. The remaining estimated liability of$8,248,000 is included in the government-wide statement of net position. Turing the year ended June 30,2020, $114,000 was spent on closure oftete landfill. The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. ' ana hull In May 1993, the County contracted with a private company to construct and operate a new landfill on County land at Pu'uanahuIu in Nest Hawaii. The present contract calls for County employees to perform the daily operations ofthe 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 theCounty's financial statements. Financial l i ran For fiscal year 2020,the County has provided for financial resources that will be available to provide for closure, postclosure care and rem ediati on or containment 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 r c r keepin component. Local governments are required to satisfy each ofthe 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. In fiscal year 2013,the County closed its two metal salvage facilities located near the [Milo and Ke lal ehe Transfer Stations. State law requires the County to perform necessary closure activities, including, but not limited to,the removal of all remaining solid waste and performing appropriate site assessments and remedial activities, The estimated liability of approximately$19,341,000 for the rernediation costs associated with these closures is included in the County's financial statements and is based on closure plans prepared by science and engineering consultant contracted by the County, and the current value of costs expected to be incurred. The liability corild change over time due to inflation or deflation, changes in technology,or changes in laws and regulations governing the remediation effort. 7' COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2020 The County currently maintains and utilizes 7 underground fuel storage tanks to fuel both official and private vehicles that are used for County business. The tanks range in size from 1,000 to 8,000 gallons. The estimated liability of$1,775,000 for the cost to check for ground contamination and potential cleanup is included in the County's financial statements. 10. NG-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, c mp nent unit activities(see Note 1 and an improvement district. The County's general obligation bonds are an absolute and unconditional general obligation of the County for which its full faith and credit are pledged. The principal and interest payments n the bonds are a fiat charge on the general fund ofthe County. The 20 10 Series B bonds were issued as bonds designated as"Recovery Zone Econom is Development Bonds' under the American Recovery and Reinvestment nt Act of 2009. The County will receive a cash subsidy payment from the United States Treasury equal t %of the interest payable on the Series B bonds. The following is a summary of general obligation bond transactions reported its the governmental activities section ofthe government-wide statement ofret position for the County for the fiscal year ended Jure 30,2020: Bonds Issue Bond Balance Bond Balance Due Within Authorized Amount July 1.2019 15spes l etiremcnts June 30,202 One Year 2007 Series C S 10,787,388 2,344,659 $ -- ($ -- 2,344,659 $ 1,144,611 2010 Series A 26,493,750 1,455,000 -- (1,455,044) -- 2010 Series B 18,506,250 14,190,000 -- (978,750) l3,2l 1,250 1.023,750 2013 Series A 58,509,892 4,375,126 -- (2,323,814) 2,051,312 2,445,048 2413 Series B 21,010,000 11,655,000 -- (2,145,000) 9,510,000 2,235,040 2013 Series C 18,470,000 11,980,000 -- (1,805,000) 10,175,400 1,875,000 2013 P1 Series A 1,169,400 1,080,564 -- (23,649) 1,056,915 24,300 2016 Series A 99,620,400 9 ,120,000 -- •- 99,620,000 4.180,004 2016 Series B 13,497,500 11,257,500 -- (1,187,500) 10,070,000 1,240,000 2016 Series C 44,835,004 41,290,000 -- (3,725,000) 37,565,000 3,915,000 2016.Series D 28,860,000 28,860,000 -- (2,280,000) 26580,000 2,400,000 2416 Series E 19,06 1,250 19,061,250 -- -- 19,461,250 1,545,000 2016 Series F 10,040,000 3,390,000 -- (3,390,000) -- 2017 Series A 90,000,000 87,315,000 -- (2,820,000) 84.495,000 2,965,000 2017 Series C 2,083,779 1,066,347 -- (1,066,347) -- __ 2017 Series D _43,475 43,41&00 -- -- 43.475.000 __ 506 41oe8 849 � .� d�� 382,415,446 - ,200,060) 359,215,386 24,992,709 .- Add 1111ar111t1zd premium _87,853.899 0 1 , � ( 800,919 53,223,162 4 752,434 $594,212,708 S440A.12M ,,t4,AR S2EMQJA3 73 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2020 General obligation bonds payable reported in the governmental activities section on the government-wide statement ofnet position at June 3 0, 2020 are comprised ofthe fo IIowin individual issues: Public improvement PI and/or refunding bonds: 2007 Series C at 4.0%to 5.0%,due through 2021 $ 29344,659 2 0 10 Series B at 3.335%to 6.1° , due through 2030 13,21 1,250 2013 Series A at 2.0%to 5.0%,due through 2020 2,051,312 2013 Series B at 3.0%to 5.0%,due through 2023 915103,000 2013 Series C at 4.0%to 5.0%,due through 2024 10,175,000 2013 PI Series A at 2.75%,due through 2048 1,056,9 l 2016 Series A at 3.0%to 5.0%, due through 2035 99,6201,000 2016 Refunding Series B at 3.0%to 5.0%,due through 2026 10,070,000 2416 Refunding Series C at 5.0%, due through 2027 37,565,000 2016 Refunding Series D at 5.0%,flue through 2028 26,580,000 2016 Refunding Series E at 2.0%to 5.0%,due through 2029 19,06 l,250 2017 Series A at 5.0%,due through 2037 84,495,000 2017 Refunding Series D at 3.0%to 5.0%,due through 2032 43 ,rommnau000mmncmni 7iniimmxrrra� ''�__ Total general obligation bonds payable $ 51 � 0 Annual debt service requirements to maturity for the above general obligation bonds are as follows: Governmental Activities Fiscal year ending June 3 : Principal Interest 2021 245,992,709 16,35 1,526 2022 269406,084 15 111, 597 2023 26,457,516 13,836,161 2024 27,753,775 125,5391,036 2025 26,482,300 11,233,098 2026­2030 119,7361472 37,979,465 2031 2035 781303,373 15,1775060 2036 2040 289662,834 117649938 2041 2045 220,848 42,941 2046 -2049 199.475. 11,153 Total $359.21 *386 $124vO460975 Refunded Bonds In periods prior to the year ended June 3 0, 2020,the County defeased certain general obligation bonds by placing the proceeds of new bonds in irrevocable trusts to provide for all future debt service payments on the old bonds. Accordingly,the trust account assets and the liability for the defeased bonds are not included in the County's financial statements. As of June 30,2020,approximately $6 l.l million of bonds outstanding were considered defeased. - 74 - COUNTY OF HAWAN Notes to the Basic Financial Statements June 3 ,2020 Bond Premiums At June 30,2020,total unam rti ed bond premiums s were$53,223,162, which are being amortized over the remaining life ofthe respective bong issues. Bonds Authorized and unissued The County Council has authorized the issuance of$646.1 million in general obligation bonds to finance bothp rtfi d and unspecified capital improvement projects. At June 30, 2020, $301.4 million was not yet issued. Subsequent Events On November 4, 2020,the County issued a total of$7 7,135,000 in general obligation bonds. The interest rates range from 0.34 to 5.0%. The bonds are due through 2040. The bonds were authorized as noted above. The proceeds from these bonds were used to retire the previously issued Bond Anticipation Notes BAis that were considered a liability at the governmental fund level. General Obligation Bond Anticipation Nes The following is a summary of general obligation bond anticipation rote transactions reported in the government-wide statement ofnet position for tete County for the fiscal year ended June 3 , 2020: Issue Balance Balance Note Flo. Amount July 1 19 Dues Retiremcni June 30,2Q2� Series E,mote R-1 6,000,000 $ 6.000,000 -- (S 6,00O.0OO) -- Series E,Dote R-2 6,000,000 6,000,000 (6,000,000) wi. Series E,mote R-3 6,O00,0O0 6,000,000 -- (6,000,000) Series E,tote R4 6,000,000 6,000,000 -- (6,000,000) Series E,Dote -5 4,000,0O0 4,010,000 -- (4,000,000) Series E,Note _6 5O0,000 500,000 -- (500,000) -- Series _,dote R-7 500,000 500,000 -- (500,000) Series E,Note R-8 500,000 500,000 -- (500,000) -_ Series E,Mote R-9 500,00O 500,000 -- (500,000) Series ',mote R-10 6,000,000 -- 6,000.000 -- 6,000.000 Series E.Note R-11 6,000,000 -- +6,000,000 -- 6,000,000 Series -,mote Rwl2 6,O00,000 -- 6,000,000 -- 6,000,000 Series E,N to R-13 ,O00,000 -- 6,000,000 -- 6,000,000 Series E,Note R-14 4,000,000 -- 4,O00,O00 -- 4,000,000 Series E,Mote -15 500,00 �- 510,000 -- 500,000 Series F,tote -16 500,000 - 500,000 -- 500.000 Series E,dote R- 500,000 -- 500,000 �- 500,000 Series E,�dote R-1 500,000 �:- 500,000 -- 5 000 — State Revolving Fund Loans The County has obtained loans to assist in financing mandated wastewater projects from the State Water PoIIuMti on Control Revolving Fund(SRF). The purpose of this revolving fund is to provide low-interest, long-terra loans and other financial assistance to the four counties in the 5" COUNTY OF HA AV I Notes to the Basic Financial Statements June 34,2424 state t4 finance construction of wastewater projects. The Ginty has eleven projects approved for funding with these loans. The County's State Revolving Fuad Loans are direct borrowings ofthe Count} for which its full faith and credit are pledged. The State Devolving Fund Loans are secured by the gross revenues of the County. The schedule below shows the County's SRF transactions for the fiscal year ended June 34, 2424: Loans Approved Loan Balance Ret enis I Loan Balance Due Within Authorized Amount July L 2019Addition Fo[ ivy ene Jane 30.2020 One Year epos on er ion S 8363.773 3,362,875 $ S (441,144) S 2,921,731 S 443,418 I-1onoka"a ', 4,513.158 2,329,811 -- (181,085) 2,148,726 181,988 Queen LiWuokalani 9A21,732 5,534,023 -- (490,71 ) 5,043,311 493.161 I alaniana"'ole 7,847,045 5,142,509 -- (355,560) 4,786,949 357,334 1alakehe W TP U 21,162,934 14,128,775 -- (966.599) 13,262,176 868,898 North Kona 2,69 ,4404 1,61 ,10 -- (79,449) 1. 31, 53 80,046 1ealakhe Effluent Reuse 8,677.918 1,833,484 -- (85,354) 1,748,130 86,458 H Landfill Closure 2 l 209,015 448,092 174,021 •• 622,113 29.046 Iealakehe Scrap Metal 80000,973 5,297,923 --....................... 5297P923 _247 52 ......... ....................................... $39,693.594 S l. �i�' a+9� � 787 The remaining loans bear interest at 4.25%to 4.50%exclusive 4f a 4.25%t4 4.75% loan fee, and require payments through fiscal year 2444. Debt service to maturity for disbursements to date on these projects are as follows: Governmental Activities Fiscal year ending June 34: Principal Interest 2421 21757,741 $ 293,892 2422 2,541541 272,13 2423 2, l 5,343 254,178 2424 21829,211 225,174 2425 21,53,3 245,877 2026-2030 12,816,484 710,934 2431 2435 8,3779655 2769743 2436,.......„w 2444 2.4963965 47.724 Total V3,7. � � COUNTY OF HAWAII Hoes to the Basic Financial Statements June 31, 2020 Other General Dong-Terra Obligations The following is a summary of other general long-term obligations transactions for the fiscal year ceded June 30, 2020: Balance Balance Due Within July L,2019 Additions' Parents .lune 3 ,2020 One Year vemm ntal activities: - — Compensated absences $429412,71 $15,834,465 1217549479) $45,4921699 $10-99504611 iaires and judgm nts (see Note 12) 31,4841,483 414009261 (8,075,31 27,8091426 4,3 75,447 Capital leases (see mote 11,579,332 2,1219423 (3,629,646) 1G,7711109 3,66593 l Landfill costs payable (see Tote 9) 31,015,000 2,259,489 l 9,9191489) 13,3559000 1,5059257 Pollution remediation (see Note 9) 12,441,733 8,556,351 {1,655,735} 19,341,349 3,38 1,349 Underground Storage Tank{see Note 9) 1,775:1000 _ 1,775,001 '" YNr/%//,!G/lel///O/%///////////////.JJ/'✓///Yc/lO%///////////Imll Total $3-5.646,282 28 C0 667 III o m "yf *� *!V —— �,�JANAiVI M , I� J� ,;')�+IuINJ N 7,r�,?I,.,,''JJ'"„79 Net ofnew claims liability and existing claims resolved at less than previous estimate. Historically,the County's general fund has been used to liquidate the majority of other long- term liabilities, including the other post employment benefit obligation and the compensated absences since most employees are paid by the general fund. Fund Balances- Debt Service Funds The fund balance in the debt service funds at.Tune 30, 2020 includes$33,715,214,which is reserved for principal payments on general obligation bonds and $5,131,343, which is reserved for the payment ofinterest on the bonds. Enterprise Fund Notes,Bond and Loan Payable On February 12, 2013,the County issued general obligation bonds on behalf of l l `iman Elderly Housing Project(Project)to pay ofd'its two notes payable to the U.S. Department of Agriculture, Farmers Home Administration with principal and interest balances aggregating $835,108. The Project is responsible for the debt service payment related to their portion of the bonds, which is also secured with the County's general obligation pledge. Because the Project is responsible for only portion f the total bonds issued, it was decided that the Project would continue to reale bond payments equivalent to its previous monthly installment payments of$7,826 on the old notes at 5.547% interest. Under this payment schedule,the Project will make contributions through 2025 of the bonds 2032 maturity date. '77,, COUNTY OF HAWAII Notes to the Basis Financial Statements June 30, 2020 The following is a sum mary ofthe Project's bond payabl transactions for the fi sea I year ended June 30, 2020: Balance at July 1, 2019 $ 529,874 Deductions (66,186) Balance at Jure 3 , 2020 463,688 Less current portion 952 Note payable, net of current portion 3u A The following is a summary of the annual maturities for the enterprise fund bond payable: Business-type Activities Fiscal year ending June 30: Principal Interest 2021 $ 69,952 $ 21,997 2022 735,932 171)905 2023 789,139 13,580 2024 82,586 9,009 2025 87,285 4,178 2026 71,794 288 Total 463+6 On October 29,2012,the County assumed the loan of its lessee Ouli E ahi Partnership with 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 ofthe Oull Ekahi project which consists of a 33 single family affordable rental housing project. The following is a summary of enterprise fund loan payable transactions for the fiscal year ended June 30, 2020: Balance at July 1, 2019 $1675903 Deductions (48.630) Balance at.lune 31, 2020 119,273 Less current portion (16.500) Loan payable, net of current portion 78 COUNTY OF HAWAII Nates to the Basic Financial Statements June 30, 2020 The following is a summary of the annual maturities for the enterprise fund loan payable: Business-type Activities Fiscal year ending June 30: Principal 2021 $ 16,500 2022 165500 2023 169,500 2024 161,500 2025 16,500 2026—2028 36,773 Total Special Assessment Bonds The County has issued general obligation bonds on behalf of Improvement District No. 18 for water improvements(see dote . These bonds were then refunded by a portion of the 2013 Series A Bonds that were issued. 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 ofthe County. The improvement district's share of'the refunded bonds matures annually through 2027 and bear interest at the previous rags of 4.375%to 4.75%. Total general obligation bonds payable included in the government-wide statement of net position were $830,200 at June 30,2020. The County has also issued general obligation bonds on behalf of Improvement District No. 1 for water improvements(see Dote . 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 improvement district's share of the refunded bonds matures annually through 2048 and bear interest at the previous rates of 2.750. Total general obligation bonds payable included in the government-wide statement of net position were $1,056,915 at June 30, 2020. 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, oastvi w7wond rview water Improvements,and No. 19, aorta Ocean View Properties Subdivision for the fiscal year ended June 30,2020: Balance at July 1, 2019 $1,994,867 Deductions (107.752) Balance at June 30,2420 "711, 9 _ COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2020 The following is a summary ofthe annual maturities for the improvement district general obligation bonds: Fiscal year ending June : Principal Interest 2021 $ 1 12,317 $ 65,336 2022 1 1x,083 ,466 2023 122,057 55,382 2024 1271251 50,84 2025 1325673 445532 2026—,2030 4949204 142,528 2031 -2035 168,374 961136 2036 2040 192,834 7 1,339 2041 —2045 220,848 42,940 2046-.-2049 199 474 11.1 3 Total Ilii s., °%. U 11. COMMITMENTS AND CONTINGENCIES Contractual cammit r —Contractual eammitrnents for capital projects, expenses, and supplies at Jane 30, 2020,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 $ 15,444,635 Capital projects fund 1453,7495348 1Inmajr funds 12,120,942 $1. " I'I���,,&?Z, � 9 Contractual commitments for the enterprise funds were immaterial, Intergovernmental revenues—The County has received federal and Mate 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 ofthe County, disallowed costs, if any,would not be material. 'aim —Numerous claims and lawsuits have been filed l against the County in the non-nal course of its operations. A liability for probable losses is included on the government-wide statement ofnet position (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, the resolution ofsuch matters will not have a material adverse effect on the financial condition f the County. COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 ,2020 ADA compliance—The County entered into a stipulated agreement, filed on Jane 4, 1998, which relates to the Department of Parks and Recreation(Parks). The agreement required Parks to establish practices, policies and procedures regarding its programs, and prepare a transition plan by the middle ofthe year 2000. The self-evaluation and transition plan for programs, practices and procedures was completed and approved by the County Council. The cost impact of implementation is not material because the necessary modifications were primarily procedural. The second part of this stipulated agreement required 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 modifications and renovations was 12 gears from the date the County Council accepted the self-evaluation. The initial 1997-2000)estimated cost of the modifications necessary to provide equal access to these facilities was$15.1 million, which would have been spent over the 1 -year period. Funding allocated by the County over the initial few years for facilities modifications was$17.5 million,with another million of federal funding provided through community development block grants over the next 2 years. The Department of Public words requested an additional million a year for non-parks Recreation County facilities' AICA renovation projects. Because of severe disparities that surfaced between the original ADA projects' scoping and construction estimates and actual scopes and costs,as well as time/delivery issues that carne into play because ofnecessary pen-nits and reviews,and design professionals' costs that weren't factored into the effort,the County sought relief from the Court in the form of both a time extension and reprioriti ation of sites. As a result,the County obtained approval of a modified -year plan wherein accessibility improvements at the then remaining 35 park sites were required to be completed by December 31, 2016. The County is engaged in ongoing quarterly briefings with the federal magistrate judge assigned to this case and has proposed a completion date, for all remaining projects, of the encs of ca lend r year 2021. The balance of the unimproved sites wu id be deferred indefinitely pending separate improvement enhancement projects that would inherently trigger accessibility improvements due to the nature ofeach project's scoping and applicable AICA requirements. Of the 35 park sites requiring accessibility improvements under the modified -year plan plus an additional park site(Francis Wong Stadium at Ho'olulu Complex)that was reintroduced into the transition plan via the court, 19 have been completed, ] has been permanently omitted due to lava inundation, 11 are in design and perm fitting or are having the bid documents finalized,and 5 have either been awarded, in process of construction or construction is set tole in in fiscal year 2021. The County has encumbered or spent more than $19M on these remaining 35 projects to date. The County had spent$42.o million for construction and design consultant costs to complete the 5 o park facilities some having multiple AICA work being completed prig to the development of the modified four year plan. Additionally, the County's AICA coordinator(Equal Opportunity Officer) has access to an operational account of at least$50,000 to handle requests for reasonable accommodations for County departments;and the procedures for these requests have been finalized and are available on the Department of Human Resources' web page under the heading"Procedure for Requesting Modifications to County of Hawa l'i Facilities, Programs,or Services". Also, Parks has a Recreation Specialist who reviews and investigates I! COUNTY OF HAWAII Notes to the Basic Financial Statements June 3 , 2020 requests for reasonable accommodations,and recommends specific actions on those requests, amongst other duties. 12. RISK MANAGEMENT The County is exposed to various risks of losses related to torts;theft,damage, and destruction of assets; errors and omissions; work-related injuries to employees;and natural disasters. The County obtains property insurance(including coverage on a high deductible basis for natural disasters of hurricane,flood and earthquake). It purchases flood insurance on selected structures, medical malpractice for emergency medical services,aviation liability for helicopter operations, retired senior volunteers liability coverage,auto liability for mass transit buses and subsidized police vehicles, and auto physical damage coverage on police fleet vehicles and the Kohala Ranch fire truck. The County ensures property insurance is obtained n lousing projects. There was no reduction in insurance coverage during the year from coverage in the prior year. The County is substantially self=insured for general liability and auto liability as well as for all other exposures including workers' compensation. As such, emphasis is placed on claims management and safety/risk control to protect the public and employees and to mitigate loss costs. The liability for claims and judgments is reported on the government-wide statement of net position and the majority will be liquidated from the County's general fund. 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 position. At June 30, 2020,the amount of this liability was$27,809,426. This is the County's best estimate based on available information. Changes in the reported liability since July 1, 2018 are given below. General workers' Total Li Comvensation Liab i lity Balance at July 1, 2018 % Incurred claims(including IBNR 14,12 1499 3,060,489 17,1 ,9 Claire payments _ _l99,932 639 982 3 839 1 Balance at June 30,2019 1 Incurred claims including IBNR)* 736,144 316649117 414009,261 Claim payments (33154.6L4) "4,92 . o ) (8,075,31 Balance at.lune 30, 220 m° L, I 2.7,4 'CNet of new claims liability and existing claims resolved at less than prev i us estimate. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30,2020 13, EMPLOYEE BENEFIT''PLANS Pensions—Employees' Retirement System of the State of Hawaii Pension Pian Description -All eligible employees of the State and counties are provided with pensions through a cost-sharing multiple-employer defined benefit pension plan administered by the Employees' Retirement System of the State of Hawai`i (ERS). Benefit terms, eligibility,and contribution requirements are established by HRS Chapter 88 and can be amended through legislation. The ERS issues a publicly available financial report that can be obtained at ERS's website: http://ers.ehawaii.gov/. Benefits Provided-The ERS provides retirement,disability,and death benefits that are covered by the provisions ofthe noncontributory, ntribut r r, and hybrid retirement plans. The three plans provide a monthly retirement allowance equal to the benefit multiplier (generally 1.25% r 2%) multiplied by the average final compensation multiplied by years of credited service. The benefit multiplier decreased by 0.25%for new hybrid and contributory Plan members hired after June 30, 2012. Average final compensation is based on the five highest paid years of service excluding the payment ofsalary its lieu ofvacation for members hired after June 301,2012. For those hired between January 1, 1971 and.lune 30,2012, AFC is based on the three highest paid years of service excluding the payment of salary in lieu of vacation. If the employee was hired prior to January 1, 197 1,the AFC is the average salary earned during the firm highest paid gears of service, including the payment ofsalary in lieu of vacation, or three highest paid years 0f service, a ccIuding the payment of sa lar r in 1 leu of vacation. For members hired before July 1, 2012,the original retirement allowance is increased by 2.5% each July 1 following the calendar year ofretirement.This cumulative benefit i s 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. . For members hired after June 30,2012 the post-retirement annuity increase was decreased to 1.5% per year. Retirement benefits for certain groups, such as police officers, firefighters, some investigators, sewer workers,judges, and elected officials, vary from general employees. Noncontributory Plan Retirement Benefits-General employees' retirement benefits are determined as 1.25%of average final compensation multiplied by the years of credited service. Employees with 10 years of credited service are eligible to retire at age 62. Employees with 30 years of credited service are eligible t0 retire at age 55. Disability Benefits- Members are eligible for service-related disability benefits regardless of length of service and receive a lifetime pension of %oftheir average . 83 - COUNTY OF HAwA N Nates to the Basic Financial Statements June 3 , 2020 final compensation. Ten years ofcredited service is required for ordinary disability. Ordinary disability benefits are determined in the sane manner as retirement benefits but are payable immediately,without an actuarial reduction,and at a minimum of 12.5%of average final compensation. Death Benefits- For service-connected deaths,the surviving spouse/reciprocal beneficiary receives a monthly benefit of %ofthe average final compensation until remarriage or re-entry into a new reciprocal beneficiary relationship. Additional benefits are payable to surviving dependent children up to age 18. If there is no spouse/reciprocal beneficiary or dependent children, no benefit is payable. Ten years ofcredited service is required for ordinary death benefits. For ordinary death benefits, the surviving spouse/reciprocal beneficiary(until remarriage/reentry into a neve recipr Gaal beneficiary relationship)and dependent children up to age 1 receive a benefit equal to a percentage of member's accrued maximum allowance unreduced for age or, if the member was eligible for retirement at the time ofdeath, the surviving spouse/reciprocal beneficiary receives 100%joint and survivor lifetime pension. Contributory Plan for Effiployees Mired Prior to July 1 2012 Retirement Benefits-General employees' retirement benefits are determined as 2% of average final compensation multiplied by the years of credited service. General employees with 5 }ream of credited service are eligible to retire at age 55. Police and firefighters" retirement benefits are determined as 2.5%of average final compensation for each year ofservice up to a maximum of %. Police and firefighters with 10 years of credited service are eligible to retire at age 5 5. Disability Benefits-Members are eligible for service-related disability benefits regardless of length ofservice and receive a lifetime pension of %of their average final compensation,Ten years of credited service is required for ordinary disability. Ordinary disability benefits are determined as 1.75%ofaverage final compensation multiplied by the years ofcredit services and are parable immediately, without ars actuarial reduction, and at a minimum of 30%of average final compensation. Dearth Benefits- For service-connected deaths,the surviving spouse/reciprocal beneficiary receives a lump sura payment of the member"s contributions and accrued interest plus a monthly benefit of %ofthe average final compensation until remarriage r re-entry into a new reciprocal beneficiary relationship. If there is no surviving spouse/reciprocal beneficiary, surviving children up to age 1 r dependent parents are eligible for the monthly benefit. If there is no spouse/reciprocal benef ici ry or dependent children/parents,the ordinary death benefit is payable to the designated beneficiary. Ordinary death benefits are available to employees who were active at time ofdeath with at least 1 year of service.vice. Ordinary death benefits consist of a lump sura payment of the - 84 - COUNTY OF HAWAII Dotes to the Basic Financial Statements June 3 , 2020 member's contributions and accrued interest plus a percentage ofthe salary earned in the 12 months preceding death,or %Joint and Survivor lifetime pension if the member was not eligible for retirement at the time of death but was credited with at least 10 years f service and designated one beneficiary, or 100%Joint and Survivor Iifen rne pension if the member was eligible for retirement at the time ofdeath and designated one beneficiary. G ntribut Plan for Emolovees Hired After June 303 2012 Retirement Benefits General employees' retirement benefits are determined as 1.75% of average final compensation multiplied by the years of credited service. General employees with 10 years of credited service are eligible to retire at age 60. Police and firefighters' retirement benefits are determined as 2.25%of average final compensation for each year ofservice up to a maximum f %. Police and firefighters with 10 years ofcredited service are eligible to retire at age 60. Disability and Death Benefits- Members are eligible for service-related disability benefits regardless oflength ofservice and receive a lifetime pension of ° f heir average final compensation plus refund of contributions and accrued interest.Ten years of credited service is required for ordinary disability.Ordinary disability benefits are 1.75% ofaverage final c mpensati n for each year of service for police and firefighters and are payable immediately,without an actuarial reduction,at a minimum of %of average final compensation. Death benefits for contributory plan members hived after June 30,2012 are generally the same as those for contributory plan members hired June 30,2012 and prig. Hybrid Plan.for Employees fired Prior to Jule,2012 Retirement Benefits-General employees' retirement benefits are determined as %of average final compensation multiplied by the years of credited service. General employees with 5 years of credited service are eligible to retire at age 62.General employees with 3 0 gears of credited service are eligible to retire at age 5 5. Disability Benefits- Members are eligible for service-related disability benefits regardless of length of service and receive a lifetime pension of 35%of their average final compensation plus refund oftheir contributions and accrued interest. Ten years of credited service is required for ordinary disability. Ordinary disability benefits are determined in the same manner as retirement benefits but are payable immediately, without an actuarial reduction,and at a minimum of2 %ofaverage final compensation. . 5 COUNTY OF HW I`I Dotes to the Basic Financial Statements June 30, 2420 Death Benefits- For service-connected deaths,the surviving spouse/reciprocal beneficiary receives a lump sure payment ofthe member's contributions and accrued interest plus a monthly benefit of ° f the average final compensation until remarriage r re-entry into a new reciprocal beneficiary relationship. 1f there is no surviving spouse/reciprocal beneficiary,surviving children up to age 1 r dependent parents are eligible for the monthly benefit. If there is no spouse/reciprocal beneficiary or dependent children/parents,the ordinary death benefit is payable to the designated beneficiary. Ordinary death benefits are avaiIable to employees who were active at time of death with at least 5 years of service.Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest multiplied by 150%,or %.Dint and Survivor lifetime pension if the member was not eligible for retirement at the time of death but was credited with at least 10 years of seryice and designated one beneficiary,or 100%,Dint and Survivor lifetime pension if the member was eligible for retirement at the time of death and designated one beneficiary. Hybrid Plan for Employees Fired After June 30,2012 Retirement Benefits-General employees' retirement benefits are determined as 1.75%of average final compensation multiplied by the years of credited service. General employees with 10 years ofcredited service are eligible to retire at age 65. EMpl yee with 30 years of credited service are eligible to retire at age 60. Sewer workers, water safety officers,and EMTs may retire with 25 years of credited service at age 55. Disability and Death Benefits- provisions for disability and death benefits generally remain the same except for ordinary death benefits. Ordinary death benefits are available to employees who were active at time of death with at least 10 years ofservice. Ordinary death benefits consist ofa lump sum payment ofthe member's contributions and accrued interest multiplied by 120%, or %Joint and Survivor lifetime pension if the member was not eligible for retirement at the time of death and designated one beneficiary, or 100%Joint and Survivor lifetime pension if the member was eligible for retirement at the time of death and designated one beneficiary. Contributions-Contributions are established by HRS Chapter 88 and may be amended through legislation. The employer rate is set by statute based on the recommendations of the ERS actuary resulting from ars experience study conducted every five years. Since July 1, 2005, the employer contribution rate is a fined percentage of com pensati n, including the normal cost plus amounts required to pay for the unfunded actuarial accrued liabilities. The contribution rates for fiscal year 2020 were 36.00% for police and firefighters and 22. °' for all other employees. Contrit utions to the pension plan from the County for the year ended .lune 3 ,2020, 2019,and 2018 were$52,778,035, $44,853,953,and 1, 2, 33, respectively. COUNTY NTY F I IAWAI`I Nates to the Basic Financial Statements June 3 , 2020 The employer is required to make all contributions for members in the noncontributory plan. For contributory plan employees hired prior to July 1,2412, general employees are required t contribute 7.8%oftheir salary and police and firefighters are required to contribute 12.2%of their salary. For contributory plan employees hired after June 30, 2012, general employees are required to contribute 9.8%oftheir salary and police and firefighters are required to contribute 14.2% f their salary. Hybrid plan members hired prior July 1, 2012 are required to contribute 6.0% of their salary. Hybrid plan members hired after June 34, 2412 are required to contribute .0%of their salary. Pension Ha rrli es,pen sio n expense, acrd deferred o u 07ows of resources an d deferred inflows ofresources related to pensions—At June 3 0, 202 0,the County reported a I i bi l ity of $668,,213,,164 for its proportionate share ofthe net pension liability.. The net pension liability was measured as ofJune 30, 2013,and the total pension liability used to calculate tete net pension liability was determined by ars actuarial valuation as of that date. The County's proportion of the net pension liability was based on the actual employer contributions to the pension plan relative to the contributions of all participating employers. At Jure 34, 2419,the County's proportion was 4.72%, which was a decrease of.4 from its proportion measured s ofJune 3 , 2018. For the year ended June 34,2024,the County recognized pension expense of$109,621,75$. At June 30, 2424,the County reported deferred outflows ofresources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of f resources Resources Differences between expected and actual experience 32, 94,745 563,541 Net difference between projected and actual investment earnings on pension plan investments -- 11753,675 Changes in assumptions 46,455,421 5135885 Charges in proportion and differences between employer contributions and proportionate share of contributions 119940,91 13,860,478 aunty contributi ons subsequent to the measurement date 52,778,035 _. ..� . Total � , ah�,�l,.I"'a,".,3.9 2. ,778,035 reported as deferred outflows ofresources related to the County's contributions to the pension plan subsequent to the measurement date will be recognized as a reduction of the net pension IiabiIity in the fiscal year ended June 3 0, 202 1. ;7 COUNTY F HAWAN Dotes to the Basic Financial Statements June 30, 2020 Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Net Deferred Outflows of Fiscal Year Ending June 30, Resources 'ImIU//d///GrYl1Yl/O///d//140A9U%////////FL/4(ffW„'"••`^" •,""n 2021 42,180,334 2022 191,859,72 2023 61,457,81 2024 417911456 2025 519,50 III l-, 7,13,.*79_",W' Actuarial assumptions—The total pension liability in the June 30, 2019 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.50% Payroll growth rate 3.50%per annum Salary increases 3.50%- 7.00%, including inflation Investment rate of return 7.00% per annurn, including inflation Cost of living adjustments 2.50% ' 1.50% Mortality rates used in the actuarial valuation as of June 30, 2019 were used on the following: Active members I Multiples.of the RP 2 014 mortality table for acture employees based on the occupation of the member. [healthy retirees The 2019 Public Retirees of Hawaii mortality table,generational projection using the BB projection table from the year 2019 and with multipliers based on plan and group experience. Disabled retirees—Base Table for healthy retiree's occupation,set forward 5 years, generational projection using the BB projection table from the year 2019. Minimum mortality rate of 3.5% for males and 2.5% for females. The actuarial assumptions used in the June 30, 2019 valuation were based on the results of an actuarial experience study as of June 30,2018, with most assumptions based on the period from July 1, 2013,through June 30,2018. The major changes to assumptions resulting from the 2018 actuarial experience study were 1 to update the base mortality tables with client- specific mortality tables developed using the actual mortality experience ofnon-disabled retirees in ERS and 2 to update pre-retirement mortality tables for active employees to the recently published Pub-201 o mortality tables for active employees, by job classification. _ _ COUNTY OF HA WAV I Notes to the Basic Financial Statements June 3 , 2020 The long-term expected rate of return on pension plan investments was determined using "top down approach" in which best-estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation)are developed for each major asset class. These ranges are combined t produce the long-terra expected rate of return by weighting the expected nominal real rates of return by the target asset allocation percentage. The target allocation and hest estimates of geometric rates of return for each major asset class are summarized in the following table: Long-Term Long-Terra Strategic Allocation Target Expected Rate ofExpected Fel Risk-Based Classes Allocation Return* Rate ofReturn Broad growth 63.00% 7.65% 5.40% Crisis risk offset 20.00% 5.15% 2.90% Real return 10.00% 4.55% 2.30% Principal protection 7.00% 3.00% 0.75% 100.00% Uses ars expected inflation rate of2.25%. Discount rate The discount rate used to measure the total pension liability was 7. %, which was the same rate used at the prior measurement date. The projection of cash flows used t determine the discount rate assumed that employee contributions will be made at the current contribution rate and that contributions from the County will be made at statutorily required rates,actuarially determined. used on those assumptions,the pension plan's fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore,the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. Sensitivity of the County's proportionate share of the net pension liability to charges in the discount rate The following presents the County's proportionate share ofthe net pension liability calculated using the discount rate of7.00 ,as Drell as what the Counter's proportionate share ofthe net pension liability would be ifit were calculated using a discount rate that is 1-percentage-point lower(6.00%)o 1-percentage-point higher(8.00%)than the current rate. I% Decrease Current Discount 1% Increase 6. bate I°o (8. % County's proportionate share f 00 ) the net pension liability W ��� �� e n n ��M,,,J roe, $ 5.16 i ire 9 COUNTY OF HAWAII Notes to the Basic Financial Statements Jure 30, 2020 Pension planfiduciary net o ition ,I etailed Information about the pension plan's fiduciary net position is available in the separately issued ERS Comprehensive Annual Financial Report that includes financial statements and required supplementary information. Payables to the pension plant At June 3 ,2020,the annual amount payable to the EIS totaled $4,620,657, which represents the employer contribution for the second half ofthe month ofJune 2020, as required by HRS,and the excess pension cost under Act l 3,ISLH - 12 REFER HRS Section -loo for fiscal year ended June 30, 2020. Other Pension Plans-County of Hawaii Bandsmen Pension System The County also sponsors a nonqualified, governmental single employer defined benefit pension plan for members of the County Band(County of Ha ai`i Bandsmen pension System)who are or were ineligible for benefits under ERS and whose employment began before,lune 1, 1990. Cinder HRS Chapter 88,the County Pension provides retirement benefits that are computed based on the average annual salary during the last 10 years of employment with a minimum pension amount of per month. There are no assets acc u m u lated ire a trust for the payment of benefits. As of the valuation date of July 1,2019,there were 21 inactive employees or beneficiaries receiving benefits; 12 inactive employees not yet receiving benefit payments; and 4 acture members. Pension liabilities,Pension expense, and deferred ou#7ows of`resources and deferred inflows of resources related to pensions—At June 30,2020,the County reported a liability of 1,026,021. The total pension liability was measured as ofJune 30, 2020 based on an actuarial valuation as of July 1,2019. For the year ended June 30,2020,the County recognized pension payments of$49,612 and pension expense o 123,892. Actuarial assumption —The total pension liability in the June 30, 2020 actuarial report was determined using the following actuarial assumptions,applied to all periods included in the measurement: Inflation 2.50% Salary increases 3.50%, including inflation The discount rate used to measure the County's total pension liability was 2.45% based on the daily municipal bond rate closest to but not later than the measurement date of the Fidelity "'20-Year Municipal G AA Index". COUNTY F HAWAII Notes to the Basic Financial Statements .dune 3 ,2020 The following presents the County's total pension liability calculated using the discount rate f 2.45%, as well as what the County's total pension liability would be if it were calculated using a discount rate that is 1-percentage-point lower 1.45%)or 1-percentage-point higher (3.45%)than the current rate: I% Decrease Current Discount I% Increase (1.45%) bate(2.45%) (3.45% County's total pension liability Schedule of Changes In Total Pension Liability 1leasurernent year ending,lune 3 , 2020 Total Pension Liability Service cost $ 7,577 Interest ,250 Manges of assumptions 87,065 Benefit payments (49,612) Net Change in Total Pension Liability 74,280 Total Pension Liability—Beginning 951 X741 Total Pension Liability—Ending 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 Fuad(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. Benefits Provided—Ch pier 8 7A of the HRS grants the authority to establish and am end the benefit terms to the board oftrustees ofthe EUTF. The EUTF currently provides medical, prescription drug,dental,irisin,chiropractic, supplemental medical and prescription drug, and group life insurance benefits for retirees and their dependents. The following table provides a summary ofthe number ofempl gees covered by the benefit terms as ofJuly 1, 2019. Inactive employees or beneficiaries currently receiving benefits 11693 Inactive employees entitled but not yet receiving benefit payments 229 Active employees 2,406 COUNTY OF HAWA161 Notes to the Basic Financial Statements June 30, 2020 Conlribuiions The County's contribution levels are established by Chapter 87A of the HRS. The county was required to contribute 100%ofthe ARC starting in fi sea I year 2019. The A1C represents a level offunding that i s sufficient to cover, 1 the norm a I cost,whi h i s the cost ofthe other postempl yr nt benefits attributable to the current year of service; and n amortization payment,which is a catch-up payment for past service costs to fund the unfunded actuarial accrued liability over the next thirty years. For the fiscal year ended Jure 30, 2020, contributions to the OPEB Plan from the County totaled $41,604,474 which resulted in ars average contribution rate of approximately 22.0%of covered-employee payroll. Subsequent Events On July 13,2020,to address the budget shortfalls resulting from the COV I D- pandem ic,the Governor of the State ofH i`i approved an emergency proclamation that suspended the law requiring employers to pay the OPEB pre-funding in fiscal year 2021. For employees hired prig to July 1, 1996,the County pays the entire monthly healthcare premium for employees retiring with 10 or m ore years of credited service,and 5 %of the monthly premium for employees retiring with fewer than 10 years ofcredited service. Th current(pay-as-you-go) premium costs aro paid by the respective funds but the net other p stemployment benefit obligation is paid by the General Fund. For employees hired after Jure 30, 1996,and who retire with fewer than 10 years of service, the County makes no contributions. For those retiring with at least 10 gears but fewer than 1 years ofservice,the County pays 50%of the retired employees' monthly Medicare or non- Med icare n- M dicare premium. For employees hired after June 3 0, 1996, and who retire with at least 15 years but fewer than 25 years ofservice,the County pays 5%ofthe retired employees' monthly M ed icare or non-Medi are prern1um. For those retiring with over 25 years of service, the County pays the entire healthcare premium. For empl oyees hired after June 3 0,2001,and who retire with fever than 10 years ofservice, the County rales no contributions. For those retiring with at least 10 years but fewer than 15 years of service,the County lays 50%ofthe retired employees' monthly Medicare r non- Medicare premium basal on the self-plan. For employees hired after Jure 30, 2001, and who retire with at lest 15 years but fewer than 25 years of service,the County pays 5%of the retired employees' monthly Medicare r non-Medicare premium; for those retiring with over 25 gears ofservice,the County pays the entire healthcare premium. ium. For active employees,the employee's contributions are based upon negotiated collective bargaining agreements. Employer contributions for employees not covered by collective bargaining agreements and for retirees are prescribed by the FIFES. - COUNTY OF HAWAN Notes to the Bads Financial Statements June 3 ,2020 Net OPEB liability ,,The County's net OPEB liability was measured as ofJuly 1, 2019,and the tota 10 PE liability used to calculate the net OPEB liability was determined by an actuarial valuation as of that date. There were no changes between the measurement date,July 1, 2019,and the reporting slate,June 3 , 2020, that are expected to have a significant effect on the net OPEB liability. Actuarial assumptions The total OPEB liability in the July 1, 2019 actuarial valuation was determined using the following actuarial assumptions,applied to all periods included in the measurement, unless otherwise specified: Inflation 2.50 Salary increases 3.5 - 7.00%, including inflation Payroll growth rate 3.50% Investment rate of return 7.00% Healthcare cost trend rates PPO Initial rates of 8.00%;declining to a rate of 4.86%after 12}ream HMO Initial rate of 8.00%;declining to a rate of4.86%after 12 years Part B & base monthly Initial rates of 5.00%; declining to a rate of 4.70% contribution after I I years ]ental Initial rates of5.00 for the fiat two years; folIowed by 4.00% Vision Initial rates of 0.00%for the fiat two years; fol I owed by 2.50% Life insurance 0.00% Mortality rates used in the actuarial valuation as ofJuly 1,2019 were based d n the following: Active members „„Multiples of the Pub-201 0, Employee Tables for active employees based on the occupation of the member. Healthy retirees—The 2019 Public Retirees s f Hawaii mortality table, generational projection using the BB projection table from the year 2019 and with multipliers based on plan and gaup experience. Disabled retirees ,,,, Base Table for healthy retirees' occupation,set forward 5 years, generational projection using the BB projection table from the year 2019. Minimum mortality rate of3.5 for males and 2.5%for females. COUNTY OF HAWAVI Notes to the Basic Financial Statements June 3 , 2020 The actuarial assumptions used in the July 1, 2019 valuation were based on the experience study covering the five year period ending June 3 0,2018 as conducted for the Haw ii Employees' Retirement System (ERS). The long-term expected rate of return on OPEB plan investments was determined using a building-block method in which best-estimate ranges of expected future real rates of return (expected returns,net of pension plan investment expense and inflation)are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target allocation and gest estimates of arithmetic rates ofreturn for each major asset class are summarized in the following table: Long-Term Strategic Allocation Target Expected meal (Risk-Based glasses llcain > ate f Feturr International Equity 17.00°o 6.90% U.S. Equity 15.00% 5.35% Private Equity 10.00% 8.80% Core Real Estate 10.00% 3.90% Trend Following 9.00% 3.25% U.S. Microcap cap . % 7.30% Global Options 7.00% 4.75% Private Credit 6.00% 5.60% Long Treasuries 6.00% 2.00% Alternative Risk Premium 5.00% 2.75% TIPS 5.00% 1.20% Core Bonds 3.00% 1.50% 100.00% Discount rate—-The discount rate used to measure the total OPEB liability was 7.00%. The projection of cash flows used to determ ine the discount rate assumed that the County w i I l fund the recommended actuarially determined contribution, which is based on layered,closed amortization periods. Based on those assumptions,the OPEB plan's fiduciary net position is projected to be available to make all projected future benefit payments of current plan members. Therefore,the long-term expected rate of return on OPEB plan investments was applied to al l periods of projected benefit payments to determine the total 0 P E B Iia iIity. COUNTY OF HAWAVI Notes to the Basic Financial Statements June 3 , 2020 Changes in the Net OPEB Liability; The following schedule presents the changes in the net OPEB liability for the fiscal year ending June 3 , 2020: Increase(Decrease) Total OPEB Plan Fiduciary Net OPEB Liability Net Position Liability (a) b) (a)-(b Balance at June 3 , 2019 1,431,353 150,596.543 $ 400,834,810 Changes for the fiscal year: Service cost 1214025599 -- 12,4021599 Interest on the total OPER liability 38,381, 5 -# 38,3815475 Employer contributions -- 39,7701,000 (39,7705,000) Net investment income -- ,1 ] (73,1 87.5,610) Benefit p ymentsl 8,651, 26} l 1, 26M� Administrative expense -- (49,623) 49,623 Difference between expected and actual experience 91)2245217 -- 91224,21 Changes of assumptions 1,862,836 1,862,836 Other ,,, -- 531 701 (8,531.701) Net changes $ 43,219.401 S 36 962 _ 63431,439 Balance at June 301,2020 I Sensitivity of thenet OPEB liabilityan in the discount rate-The following presents the net 0 PEB liability ofthe County,as well as what the County's net OPEB liability would be if it were calculated using a discount rate that is l-percentage-point lower(6.00%) 1- percentage-point higher(8.00%)than the current discount rate; I% Decrease Current Discount unt 1% Increase (6.00%) Rate .0 (8.00%) County's net OPEB liability �K, 5II I Wl' 40 a6b 4 1 ,3,31.0, ........54 Sensitivity of the net OPER liability to changesin the healthcare cost trend rates The following Presents the net OPEB liability ofthe County,as well as what the County's net PEB liability would be if it were calculated uNsing a healthcare cost trend rate that is 1- percentage-point lower or 1-percentage-Point higher than the current healthcare cost trend rate: Current Healthcare Cost I% Decrease Trend late 1% Increase County's net OPEB liability Iv Flu 95 COUNTY FA WAY"I Notes to the Basic Financial Statements June 3 ,2020 For the year ended Jure 3 , 2020,the County recognized OPEB expense of$33,407,562. At Jure 301 2020,the County reported deferred outflows ofresources and deferred inflows f resources related to pensions from the following sources: Deferred Referred Outflows Inflows of of Resources Resources Difference between expected and actual experience $ 7,885,842 2,613,883 Changes ofassumptions 6,737,018 Net difference between projected and actual earnings on PEB plan investments 21134,751 County contributions subsequent to the measurement date 41 604 474 Taft l0 w � V N IV II JI, II $41,604,474 reported as deferred outflows of resources related to the County's contributions to the OPEB plan subsequent to the measurement date will be recognized as a reduction ofthe net 0 PE liability in the fiscal year ended June 3 ,2021. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Net deferred outflows of Fiscal Year Ending June 30resources 2021 293841,727 2022 25384,728 2023 2,919,876 2024 21942,608 2025 2,076,702 Thereafter 12435.087 $................ 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.hawan o or by contacting there at P.O. Box 2121, Honolulu, HI 96805-212 1. Deferred Compensation Plan County employees are permitted to participate in a deferred compensation plan of the State of Hawaii, adopted pursuant to Internal Revenue Code 1C section 457. The plan perm its eligible employees to defer a portion oft eir salary until future}rears by contri buting to a fund 91 - COUNTY OF HAWA141 Notes to the Basic Financial Statements June 30, 2020 managed by a plan administrator. The deferred compensation am unts are not available t employees until termination, retirement,death,or unforeseeable emergency. 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 County has no responsibility for loss due to the investment or failure of investment offund arra assets in the plans, but does have the duty of due care that would be required of ars 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 At June 30, 2020, the carrying amount ofcash,time certificates of deposit and money market funds of$42,551,340,with bank balances of$43,261,291 were held by the County on behalf f the Department. These balanus were fully insured or collateralized with securities held by the County's agent in the County's name. The deposits arra investments include cash received by the Department that is restricted as t use and is recorded as a restricted asset. Such funds amounted t $888,225 at June 30, 2020. At June 30, 2019,the Department had$22,000,000 in investments. Capital Assets The Department began operations as ofJanuary 1, 1950. At that slate,the utility plant in service was transferred to the Department from the County at the cost ofthe utility plant assets acquired by the County for its grater system from January 1, 1924 to December 31, 1949, less accumulated depreciation. Acquisitions prior to 1924 and acquisitions by gift or grant prior t 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 unts for contract work, engineering supervision and other direct and indirect costs. Depreciation on theDepartment's utility plant assets in service is computed using the straight-lure method over the estimated useful lives ofthe assets as follows: Structures and improvements 40 to 50 years Machinery and equipment 5 to 25 years Water systems 10 to 40 years COUNTY OF HAWAI41 Notes to the Basic Financial Statements June 30,2020 The capital assets of the Department at Jure 30, 2020 were as follows: Utility plant in service $516904%1 Less: accumulated depreciation (276,541,289 239,5075,889 Preliminary survey and investigation charges 6,41 7,849 Construction work in progress 50,3209130 Land and rights 5,2612319 Net capital assets $30 I=t�oj,187 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$22,198,633 at June 3 , 2020. General obligation bonds payable issued on behalf of the Department and other long-term debt t June 30,2020 are comprised of the following: Public improvement bongs: 2008 Series A at 4.125%, due through 2043 $ 120,792 2010 Series B at 3.33%to 6.1%,due through 2030 4A03,750 Total public improvement bonds 4,524,542 Public improvement refunding bonds: 2007 Series C at 4.0%to 5.0%,due through 2021 1,250,341 2016 Series B at 3.0%to 5.0%,clue through 2026 10,0701,000 2016 Series E at 2.0%to 5.0%,due through 2029 6,353,750 Revolving fund loans: State revolving fund loans, interest up to 1-37%, clue through 2038 42.909,525 Total long-teary debt 65,108,1 Add: Unamorti ed premium 1,325,535 Total $66o43 3,623 ® R� COUNTY OF HAWAII Notes to the Basic Financial Statement June 3 ,2024 At June 30,2020, future principal and interest payments for long-term debt are scheduled as follows: Fiscal year ending,lune 3 : Frinei� l nterest Total, 2021 , 2 , 67 $ 1,6359044 7,463,1 11 222 5,950,883 11427,219 73,378-9102 223 4,9375,015 1,2351745 61172,760 224 , 92 1, 69,4 69155,342 2025 55232,673 903,665 6,1363,33 2026 2030 229.303,427 29421,375 24,724,802 2031 2035 11,160,520 655,105 11, 15,62 2036 „2040 4,586,97 1 93,745 49680-9719 2041 -2044 --22,310 19,895 24.605 Total1_95.10,111 w I} ip. rJr, iw Contributions in Aid of Construction The Department recognized$3,202,379 ofcontributions in aid of construction for tete fiscal year ended June 3 ,2020. Cornmitments and Contingent Liabilities Claims dud men The Department maintains property, auto liability,and general liability insurance policies. The Department remains self-insured for workers" compen ati n and other perils. The liability at June 30, 2020 for workers'ers' c mpensation claims of$660,000 was estimated based on a combination ofcase-by-case review and the application of historical experience to outstanding claims. Construction contracts�� The Department is obligated under construction contracts for the utility plant and other projects. Such commitments appr imated$42,807,730 at June 3 , 2020. Pension Plan Pen s io n fia b dides,pension expense, acrd deferred o my7ow ,, `resources acrd deferred inflows ofro roes related to pensions—At June 3 0,2020,the Department reported a liability of$32,029,248 for its proportionate share ofthe net pension liability. The net pension liability was measured as ofJune 30, 2019,and the total pension liability used t calculate the net pension liability was determined by an actuarial valuation as ofthat slate. The Department's proportion of the net pension liability was based on a projection of the employer contributions to the pension plan relative to projected contributions of l I participating employers. _ 991- COUNTY OF HAWAVI Notes to the Basic Financial Statements June 30,2024 At Jure 30, 2019,the Department's proportion was .23%,which decreased by 0.02% from its proportion measured as of June 30,2418. For the year ended Jure 30,2024,the Department recognized pension expense of$4,855,184. At June 30, 2024,the Department reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of of Resources Resources Differences between expected and actual experience $ 5641,393 ,1 4 Net difference between projected and actual investment earnings on pension plan investments -- 87,921 Charges in assumptions 2,180,671 -- Changes in proportion and differences between employer contributions and proportionate share ofcontributions 23,442. ] 21602,620 Department contributions subsequent to the measurement date __ Tota l III .......... u o u The $2,258,593 reported as deferred outflows of resources related to the Department's contributions to the pension plan subsequent to the measurement date will be recognized as a reduction of the net pension liability in the fiscal year ended Jure 34, 2421. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows; Net Deferred Outflows (Inflows)of Fiscal Year Endive,lune 30., Resources 2021 $ 11458,414 2022 888,438 2023 306, 34 2024 1,909) 2425 (142,503) sensitivity oftire Departmen It'sproportionate share ofthe Tref p ensio Ir Ha b ility to ch a Inges in Ike discount rate The following presents the Department's proportionate share of the net pension liability calculated using the discount rate of 7.00%, as well as what its proportionate 100 - COUNTY OF HAWAII Dotes to the Basic Financial Statements June 30, 2020 share of the net pension liability would be if it were calculated using a discount rate that i s I- percentage-point lower .00% or 1-percentage-point higher .00% than the current rate: 1% Decrease Current Discount I% Increase (6.00%) Rate .00%) (8.00% Department"s proportionate share ofthe net pension liability 1 5,14W Pension plan fiduciary net position Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS Comprehensive Annual Financial Report that includes financial statements and required supplementary information. Payables to the pension plan,,,,,,,,,,At June 30,2020,the annual amount payable to the ERS totaled $239,615, which represents the employer contribution for the month of June 2020,as required by HRS. Post-Retirement Bene is Other than Pensions(OPEB) Net OPEB liability, OPEB expense, and deferred ou 7ows ofresources and deferred inflows ofresources related to OPEB—At June 3 0, 2020,the Department reported a net OPER liability of 16,079,747. The net OPEB liability was measured as of July 1,2019, and the total OPEB liability used to calculate the net OPEB liability was determined by an actuarial valuation as of that date. For the year ended June 30,2020,the Department recognized OPEB expense of$1,229,776. At June 30, 2020,the Department reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of of Resources Resources Difference between expected and actual experience -- 1,093,632 Changes of assumptions 4183,394 Net difference between projected and actual earnings on OPEB plan investments 255,967 Employer contributions subsequent to the measurement date 1.9772000 _# Total un $1,977,000 reported as deferred outflows of resources related to the Department's contributions to the OPEB plan subsequent to the measurement date will be recognized as a reduction of the net 0PEB liability in the fiseal year ended June 3 , 2021. 1011 COUNTY OF HAWAVI Its to the Basic Financial Statements June 301, 2020 Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Net Deferred Inflows of Fiscal Year Ending.lune 3030, Resources 2021 106-9916 2022 1065,91 2023 47,201 2024 44,770 2025 98,134 Thereafter 15433................4.19. 27 w, ,1, Sensitivity f the net OPER liability to changes in tete discount carte—The followin g presents the net OPEB liability of the Department,as well as what the Department's net OPEB liability would be if it were calculated using a discount rate that is l-percentage-point lower(6.00%)o 1-percentage#point higher(8.00%)than the current discount rate: 11%, Decrease Current Discount 1 Increase (6.00%) Rate 76.00% (8.00%) Department's net OPEB liability 6,039 . Sensitivity h net OPER liability to changesin the r a lthr cost tread rates The following presents the net OPEB liability of the Department, as well as what the Department's rtment's net OPEB liability would be if it were calculated using a healthcare cost trend rate that is l- percentage-point lower or 1-percentage-point higher than the current healthcare cost trend rate: Current Healthcare Cost 10 Decrease Trend fate M Increase Department's net OPEB liability 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 y►ry w.eutf.ha. an o or by contacting there at P.O. Box 212 1, Honolulu, Hl 96805-212 1. ® 1012 COUNTY HAWAII Required Supplementary Information June 3 , 2020 Schedule of Changes in the Net OPEB Liability and belated Ratios Last 10 Fiscal Years' 2020 County Devartment Total OPEB. Liability Service Cost $ 12,402,599 746,672 Interest on the total OPEB liability 381,381,475 2,349,959 Benefit payments (18,365 1,726) (15,012. 4 Difference between expected and actual experience 9,2241217 (314,598) Change in assumption 12862,836 l373542 Net charge in total OPEB liability 43,219,401 1,907,491 Total OPEB. liability- Beginning 551 431 353 3 703 543 Total OPEB liability- Ending 594,65 ,754 35,611,034 Plan fiduciary net position Contributions-employer $ 399770,000 $1,99 ,101 Net investment income 7,18716 10 7649696 Benefit payments 1596519726) (1,0 12,084) Administrative expense (49,623) (5,493) Other 8.531.701 522 371 Net change in plan fiduciary net position 36,787,962 21,2591.0490 Flan fiduciary net position - Beginning 1505596.543 1.7,271.797 Pian fiduciary net position- Ending $ 1 87,354,505 $ 19,531127 Net OPEB liability 4075,266,249 $ 16,079,747 Flan fiduciary net position as a percentage of the total OPEB liability 31.5% 54.9% Covered-employee payroll $ 185,575,775 101,264,425 Net OPER liability as a percentage of Covered-employee payroll 219.5% 156.7 13 COUNTY TY HAWAII Required Supplementary Information June 3 , 2020 2019 COUM Department Total OPEB Liability Service Cost $ 12,056,311 698,126 Interest on the total OPEB liability 36,0369284 21264,524 Benefit payments 171998,0 13) (1,0 16,548) Difference between expected and actual experience 3, 79, (11184,347) Charge in assumptions 7240956 43 2,23 3 Net change in total OPEB liability 333,656,439 111939988 Total OPEB liability - Beginning 517791 322509555 Total OPEB liability- Ending $ 55 1,431,353 $339703,543 Plan fiduciary net position Contributions-employer $ 32,829,013 $1,936,548 Net investment income 9,474,156 1,11 1,306 Benefit payments 17,9983,013 1 5PO 1615 4 Administrative expense (2 227 (1,336) Net change in plan fiduciary net position 245275x929 2,027,970 Plan fiduciary net position- Beginning 1265,320,614 15,243,82 Plan fiduciary net position - Ending 1501,596,543 17,2711797 Net OPEB liability 400,834,81 16,431,746 Plan fiduciary net position as a percentage of the total OPEB liability 27.3% 51.3% Covered-employee payroll 178x889,344 $ 10,212,595 Net OPE B liability as a percentage of Covered-employee payroll 224.1% 160.9% COUNTY OF HAWAII Required Supplementary Information June 30, 2020 2018 Cou Department Total OPEB Liability Service Cost 11,7571,502 $ 6871.414 Interest on the total OPEB liability 3 ,0 , 07 2,13 5,490 Benefit payments 17*054,98793,288 Net charge in total OPEB liability 28,748,922 1,869,6 l Total OPEB liability- Beginning 48920 992 3026395939 Total OPEB liability- Ending 179774,914 $32,5095,555 Plan fiduciary net position Contributions-employer 28,5491,987 867,788 Net investment income 10,380,705 1,245,946 Benefit payments 17, ,97) (953,28 Adm in istrative expense (235,228) 21 Other 2661457 16:1370 Net change in plan fiduciary net position 22. ,ol 185,934 21179 Plan fiduciary net position - Beginning 104,201,680 131069,793 Plan fiduciary net position - Ending 126,320,614 $ 15, 2 ,82 Net OPEB liability 391,454,300 $ 17,265,728 Plan fiduciary net position as a percentage of the total OPEB liability 24.4% 46.9% Covered-employee payroll l 72fi78, ,405 $ 9,7911 132 Net OPEB liability as a percentage of Covered-employee payroll 226.70% 176.34% This schedule is intended to present information for 10 years, as of the measurement date of the collective net OPEB liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information - 105 - COUNTY OF HAWAII Required Supplementary Information June 30, 2020 Schedule of Contributions of Last 10 Fiscal Years Count° ; Contributions Contributions in Relation to as a°oage Actuarially the Actuarially I Contribution Covered- of Covered- Fiscal Year Determined Determined Deficiency Employee Employee Ended Contribution Contribution (Excess) Payroll lea roll June 30, 1,464,0001,604,474 $ 140,474 $ 1 89,053,873 22.0%0 .............. June 30, 2019 39 770,000 39,77 ,000 $ -- 1 S 575,775 21.4 June 30, 201.......... 37,748,000 $ 32,829,013 $ 4,91 8,987 178,889,34421.1% June 30, 2017 $ 36,472,000 28,549,987 $ 7,922,01 172,678. 1.10 o mm .. June 30, 2016 33,614,000 $ 22,747,340 $ l 0,866,660 $ 159,744,324 14.2°� .lune 30, 2015 3Z478,000 ,,,,,, -------......... 1 l31,82],000 $ ]52,490,296 12.2% June 30, 2014 $ 30,526,000 $ 17,453,000 $ 13,073,000 $ 1391,423,481 1 °o June 30, 2013 $ 29,4945000 $ 13,892,000 $ 15,602,000 l 30,803,30610.6°� o��...�........................ June 30, 2012 $ 36,193,000 $ 13,730,000 $22,463,000 124,452,126 11.0°o June 30, 2011 34,969,000 $ 31 000 104 ......... .. $ 39865,000 $ 127,559,606 24.3° .............. e artrnent: „r. Contributions Contribution, in relation to as a°oage Actuarially the Actuarially Contribution 'o v ere of Covered- Fiscal Year Determined I Determined Deficiency Employee Employee Ended Contribution Contribution Excess _Payroll Pa roll ry June 30, 2020 $ 13,977.000 $ 1,977,000 $ �_ $10,970,714 18.0% June 3 0, 2019 l,990,000 $ 1,990,000 $ _ $105264,425 193% o ...... June 30, 2015 1,933,000........... 1,936,548 $ 3,545 $10,212,595 19.0°� June 30, 2017 $ 1,I.567,000 $ l, 67,755 $ 788 9179 1,132 l 9,1°o June 30, 2016 $ 1,914,000 1,913,204 796 $9,464,649 20,2° June 30, 2015 $ 1,850,000 19548,359 $ ],611 $9 426,509 19.6% ............................... June 30, 2014 11599,000 $ 1,900,75 $ 1,75 $ 8,63 5,402 22. ,%,%, t .lune 30, 2013 115345000 118339733 $ 267 , $ 7,966,529 23.0°o ,,June 30, 2012 $ 214005,000 2,4019457 $ 1,487 $ 5,1 82,968 29,4°o L,June 30, 20] 1 2,319,000 2,067,67 $ 251,322 $ 85056,395 25.7°o See accompanying notes to required supplementary information - 106 - COUNTY HAWAII Required Supplementary Information June 34, 2424 It —Significant Methods and Assumptions Beginning July 1,2017,an actuarial valuation 4f the County's and Department's nt's liability associated with other p stemployment benefits other than pension provided through the EUTI~ is performed as 4f July l 4f each year. The following summarizes the significant methods and assumptions used t4 determine the actuarially determined contribution for the fiscal year ended June 34,2424: Actuarial valuation slate July 1, 2018 Actuarial cost method Entry Age Normal Amortization method Level percent,closed Equivalent single amortization period 19.3 and 17.9 for the County and Department, respectively Asset valuation method Smoothed Inflation rate 2050% Investment rate 4f return 7.00% Payroll growth 3.50% Salary increases 3.50%to 7.00% including inflation Healthcare cost trend rates PPO Initial rates 4f 14.00%;declining t4 a rate 4f 4.86%after 13 years HMO Initial rate of10.00%; declining to a rate of %after 13 years Part B Initial rate of 4.00%and 5.00%; declining t4 rate 4f 4.70%after 12 years Dental 5.00% for the first 3 years; then 4.00% for a I future years Vision 4.00% for the first 3 years;then 2.50% for al l future years Life Insurance 4.44% - 107 - COUNTY FHAWAII Required Supplementary Information June 30, 2020 Demographic assumptions Based on the experience study covering the five year period ending June 30,2015 conducted for the Hawaii Employees' Retirement System Mortality System-specific mortality tables utilizing Searle BB to project generational mortality improvement Participation rates 8% healthcare participation assumption for retirees that receive 100%of the Base Monthly Compensation. Healthcare participation rates f %, %, and o for retirees that receive %, %, or %of the base monthly contribution, respectively. 100% for life insurance and 9 °o for Medicare icare Part E. There were no other factors that significantly affected trends in the amounts reported in the schedule ofcharges in the net OPER liability and related ratios or the schedule of contributions (OPER). - 108 COUNTY OF HAWAII Required Supplementary Information .lune 30, 2020 Schedule of the County's and Department's Proportionate Stare of the Net Pension Liability (ERS) Last 10 Fiscal Years County: Proportionate Share of the Plan County's County's Net Pension Fiduciary Net Proportion of Proportionate Liability as a Position as a the Net Share of the County's %a a of %age of the Measurement Pension Net Pension Covered Covered Total Pension Period Ended Liabili %) Liabili Payroll Payroll Liabj!j!y June 30, 2019 .7 o $6689213,1 172,197,1 of 388.1% 54.9% Jure 30, 2018 4.8% $6351,693,501 $168,4841880 377.3% 55.5% June 30, 2017 4.7% $609,904,199 $163,62614 372.7% 54.8% June 30, 2016 4.6% $618,129,088 $15655561)51 394.8% 51,2% ,lune 30, 2015 4.4% $382,070,813 $1495,760,31 255.1%0 % June 30, 2014 4.0% $322,626,262 $137.669,E 1 234.3% 63.9% Juni 30, 2013 4.2% $3 ,06 , 56 $129,153, 63 292,0° Department: Proportionate Share of the Plan Department's Department's Net Pension Fiduciary Net Proportion of Proportionate Liability as a Position as the Net Share of the Department's %age of %aa of the Measurement Pension Net Pension Covered Covered Total Pension Period Ended Liabili_ % Liability $ Payroll Pa roll Li bili June 30, 2019 0.2.°o 32,0291)245 $10,318,136 310.4% 54.9% .lune 30, 2015 0.3% $ 33,5221053 $ 9,7421400 344.1% 55.5% .lune 30,2017 0,2°o 28,365,453 $ 9,355,1 303.1% 54.8% .lune 30, 2016 0,2°o 29,2 ,607 $ 91046,930 323.3% 51.2% June 30,2015 0.2% $ 151,9405065 9,012,196 210.2% 62.4% June 30, 2014 0.3% $ 20,526,993 $ 5,2 2,307 248.1% 63,9% June 30, 2013 0.2% $ 1814699400 $ 73,6401,477 241.7% 55,0% This schedule is intended to present information for 10 years, as of the measurement slate of the collective net pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information 109 COUNTY OF HAWAII Required Supplementary Information June 30,, 2020 Schedule of the Employer Penson Contributions (ERS) Last Ten Fiscal Years County: Actual County Contributions Statutorily Contributions Contribution as a°nage of Fiscal Year Required Recognized Deficiency County's Covered oaraaa�am�viiairee� �rJiw�. riiiiiiiiiaaiaiinnenrnini;�rrr , ,�,,,,,. n e Contribution the Plan Excess �rer , une , 224 2 0 52 7 ,����,�,,,,,,,„,,,,,,,,,,,,,,,,,,,,,,,�ma,« ��180 -- $ ,285,326 29.3% June 30, 2019 $ 44,853X3 $ 4498535,953 -- $ 172,197,10 1 26.0% June 30, 201 $ 41,562,933 $ 41,562,933 $ __ $ 1%484po 24.7% June 30, 2017 36,157,981 $ 36,157,981 __ $ 163,6261447 22.1% June 30,201634,E l 3,001 $ 34,013,001 -- $ 156,556,514 21.7% June 3 , 2015 $ 31,456,1 31,456,1 $ - $ 149,760, 317 21.0% June 30, 2014 $ 26,503,830 $ 26,503,830 $ ,_ $ 137,669941 19.3% ,lune 30, 2013 $ 23,763,101 23,763,101 $ __ $ 1291,153,763 18.4% Jure 30, 2012 $ 20,884,021 $ 20,884,021 $ -- $ 1231,218,0 17 16.90 .lune 3 , 2011 $ 21,424,642 $ 2114245642 -- 1261714,584 16,90 Department: Actual County Contributions Statutorily Contributions Contribution as a°nage of Fiscal Year required Recognized ed Deficiency County's Covered Ended ntr� u,tlon the Pl .m �� rel 1 R� 2020 $ 2 258,593 $ 2,258,593 -- $ 1...........x,439,473 21.6° June , I”,��I I,,, June 3 , 2 1 $ 1,950,358 $ 1,950,358 $ ;s............ $ 1 Oj318,136 18.9% .lune 30, 2018 $ 1,757,461 $ 1,757,461 $ -- 99742,400 18.0% June 30, 2017 1,613,278 $ 156031278 __ $ 9,35811$7 17.1% June 30, 2016 $ 13,553,128 $ 13,553,125 $ __ $ 9,046,930 17.2% June 301, 2015 $ 11529,994 $ 1,520,994 $ __ 9,012,196 16.9% June 3 , 2014 $ 1,664,580 $ 1,664,58 $ -- $ 8,272,307 2 .1% June 30, 2013 $ 1,214,933 1,214,933 $ -- $ 71640,477 15.90 June 3 , Zo 12 $ l,210,1 6 l,210,1 6 $ _� $ 7,849 473 15 °0 June 30, 2011 1,197,031 $ 19197,031 $ _- $ 7,7261,278 15.5% See accompanying rotes to required supplementary information - 11 ft GUTTY OF HAWAII Required Supplementary Information June 3 , 2020 Note—Changes ofAssumptions There were no changes of assumptions or other inputs that significantly antly of ` ted the measurement of the total pension liability since the measurement period ended June 30, 2016. Amounts reported its the schedule of the proportionate share of the net pension liability as of the measurement period ended June 30,2016(fiscal year ended June 30, 2 1 were significantly impacted by the following changes of actuarial assumptions: The investment return assumption decreased from m 7,65%to 7.00%. Mortality assumptions were modified to assume longer life expectancies as well as to reflect continuous mortality improvement. Prior to the measurement period ended June 30,2016(fiscal year ended June 30,2017),there were no other factors, including the use of different assumptions that significantly affect treads reported in these schedules. COUNTY OF HAWAII Required Suppl m nt ry Information June 3 , 2020 Schedule of Changes in'Total Pension Liability(Bandsmen Pension) Last Ten Fiscal Years* Measurement yearending 2024 2019 2 1 M7 June 3 , Total Pension Liability Service est 7,577 7,392 16,416 Interest on the Total Pension Liability 29,250 381,149 36,289 Differences between expected and actual experience (89,947) Assumption Changes 87, 6 9293) (113,807) Benefit Payments 4 ,612 532 53,37 Net Change in'Total Pension Liability 74,280 136,231 (58,808) 114,449) Total Pension Liability— Beginning -- 951 1 1 87 9 2 1 1 11261 229 Total Pension Liability— ndin mL1.4a6m,7 80 Covered Payroll 265349 $ 26,349 49,505 $ 49,505 Total Pension Liability as a Percentage ofCvere Employee Payroll 31894.0% 31612.1% 2,197.7% 2,316. ° This schedule is intended to present inf n-nati n for 10 gears,as of the measurement date ofthe total pension liability for each respective fiscal year. Additional gears will be built prospectively s information becomes available. See accompanying notes to required supplementary information Im 112 - NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS HIGHWA Y 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 takes. SEWER FUN - Used to account for costs of operating the County's various sewer systems. Financing is provided by charges to users for severer services. SOLID WASTE FUN - 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. EMETE ND-Used to accumulate moneys t guarantee the future maintenance of County cemetery sites. Financing is provided from the sale ofburial lots in County cemeteries. PARKING METE FU -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 SA FUND- Cased to accumulate moneys for the towing,removal,disposal and recycling f abandoned or discarded automobiles and automobile parts. Financing is provided by annual Ees collected with motor vehicle registrations. KE WA Y FUND- Used to accumulate moneys for the construction of bikeways within the County. Financing is provided by bicycle license fees. WORKFORCE IN VESTMENT A CT FUN -Used to account for employment yment 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 ofoperating the Lilo Municipal Golf Course. Funding is provided from green fees and payments from restaurant and pro shop concessionaires. GEOTHERMA L RELOCA TION A ND COMMUNITY'Y BENEFITS FUND- Used to account for the County°s sham of geothermal resource royalties received from the operator of a geothermal power plant looted in the County. The funds are earmarked fora geothermal relocation program and to benefit the lower Puna area. BEA UTIFICA TION 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 A E CY- Used to account for Federal and County moneys used to provide public housing assistance within the County. PARK L FL I A TION F -Used to account for moneys deposited with the County by subdividers to pride land for parks and playgrounds its subdivisions. GENERA L EXCISE TAX FUND——Used to account for moneys collected from the 8pneral excise tax surcharge. SHORT-TEI 'ICN RENTA L ENFORCEMENT FUNUsed to account for cost of enforcing County°s short-term vacation rental enforcement laws. Financing is provided by all fees and fines collected in connection with the law. DEBT SERVICE FUN INTEREST FUND-Used to accumulate moneys for payment of interest on gneral obligation bonds. Moneys required to service interest maturities are transferred annually from the General Fund. BOND REDEMPTION FU -Used to accumulate moneys for the payment of general obligation bonds. Honeys required to retire the bonds are transferred from the General Fund one year in advance of maturity. This page intentionally left blank.. COUNTY OFHAWAII 1 lnnmajo r Governmental Funds Combining Balance Sheet .lune 3 ,2020 Special Revenue Funds Solid Parking Vehicle Highway Sewer waste Cemetery Meter Disposal Fund Fund Fund Fund Fund Fund Assets Cash and cash equivalents S 189171-9640 $11}358,492 $1299129585 S 16 1 $314,650 $11,0009536 Investments - - - - - I mprest fund - 4; 250 Receivables: Due from other governments 3,695,708 2489983 4359683 - Due from other governmental funds 4991X206 73,151 68,655 - _ 1,055 Due from other nongovernmental funds 49000 - _ _ _ Trade.net of allowance for doubtful accounts - 197239643 8909612 - Other - - 4,197,914 2,049,777 1,3949950 - - 1,058 Total assets 2�369,554 $139408,669 $14,31017M5 $ 161,909 $314,650 $111001,594 Liabilities,Deferred Inflows and Fund Balances Liabilities: Accounts payable 6029041 $ 2937235 $ 2,519,059 - $ - $ 1939122 Accrued payroll 7641,063 212,376 4619540 _ 5,919 Due to other governmental funds 533,293 4759199 779,085 - - 51J87 8 Advance Collections-Intergovernmental 1499254 - 11,998 Other 19040 639275 - Total liabilities 1,0499691 1,044x055 3,771,682 - - 25 0 22 8 Deferred Inflows of Resources Unavailable Revenue 197231,643 8909611 - Fund balances: Restricted for: Debt service Highways,streets and abas-td ned vehicles 20,3199863 Housing and rental assistance - . ,. 71on7mitted to: Sari nation 10401941 916451492 IIighways,streets and a bandoned vehicles 3149650 10,7519366 Dental assistance and subsidy . , _ - _ Cemetery 161,909 Golf Course _ Lower Puna area . Parrs and recreational projects Total fund balances 2 ,,319,813 109640,941 9,9645,492 1619909 314,650 10,751,366 Total liabilities,deferred inflows and fund balances 221,369,554 $13,408x669 $14,307,785 S 161,909 $314,650 $11 9001,594 ININAE&SWENWANWANWAMWANEWMW am 11 Special revenue Funds Workforce Golf GtiAermal Reloc. B auti- Hawaii Count} Park Bikeway Innovalion& Course &Communityfl ati n Housing Dedication Fund o I` FundBe a t Fund gnu Fund .. � oy. $633,885 $ - $ 1701,869 $ 4,2741235 $ 4689303 3,8557753 48,238 - - M 12,737 2-NO 800 - - 174,100 M Ma 107,772 144,804 - 38,993 330 - 117,790 93 27,000 213,093 39376 370,366 93 $660,885 213,093 $ 176,245 $ 4,274,235 $ 468,303 $ 4,226,91� $ 619068 724 $ - $ 51P455 $ 2,175 $ 142,268 $ - - 539357 oil - 211,186 2139093 819531 44,295 _ - 430.9430 363,279 74 2131,093 58,812 83,76 1,191,458 1151,182 660,161 3849597 , - 116521P453 1,267,826 - - 1179433 - - - - 49274,235 - - - - - 61 X68 660,161 - 117,433 41274,235 384,597 21P920,279 61,068 $660,585 $ 213,093 $ 176,245 !.4s2741,235 $ 4659303 49226,9 1 $ 61,068 (Continued) I IS CO(NTY OF HAWAII 1onrna jur Governmental Funds Combining Balance Sheet June 30,2020 (Concluded) Special Revenue Funds Debt Service Fund Total General Bert-term Bond Inrnajr Excise Vacation Rental Interest Redemption Governmental Tax Fund Enforcement Fund Fund Fund Funds Assets Cash and casts equivalents $ 61,499,784 1,7629364 $2#7949332 $ 591149477 79,542,052 Investments - - 2,400,000 281,785,737 31,198,474 Imprest fund _ _ - 4 3,450 Receivables: Due from other governments 14,0299449 - - 18,694,695 Due from other governmental funds 196011,687 - - - 2,418,607 Due from Darer nongovernmental funds - - - - 41000 Trade.net of aIIo ran cc for doubtful accounts - - - _ 2,6141255 Other - - 210 - 157,416 16319136 - 210 - 23,888,973 Total assets $22,130,920 $ 11,762,364 $59194,542 $339009214 $134,6321,949 Liabilities,Deferred Inflows and Fund Balances s Liabilities: Accounts parable $ 196,940 $ 21220 $ - $ - $ 3,9579239 Accrued payroll 571960 13,747 - - 1,780,148 Due to other governmental funds 6,340,360 11,264 - - 89529,307 Advance Col lections-lnterg v rnmental - - - - 591,682 Other 512 - 639199 185,000 676,305 Total liabilities 65959772 27,231 639199 1859000 15,534,681 Deferred Inflows ofResources Unavailable Revenue - - - - 21,729436 Fuad valances: Restricted for: Debt service - - 5,131,343 33,71 5,214 38,846,557 I,I ighways,streets and abandoned vehicles 15,5359148 - - - 36,899,769 Housing and rental assistance - 11,735,133 - - 3,387,586 Committed to: Sanitation - - - 24,2869433 Highways.streets and abandoned vehicles - - - - 11,0669016 Rental assistance and subsidy - - - - 19267,826 Cemetery - - - - 161,909 Golf Course - - - - 117,433 Lower Puna area - - - - 4,274,235 Parks and recreational projects - 4 _ _ 611,068 Total fund balances 1595359148 1,7351,133 5,131p343 33715,214 1161,368,832 Total liabilities,deferred inflows and fund balances $221130,920 $ 11,762,364 $51P 1941,542 $33,900,214 $134,632,949 See accompanying independent auditors'report. 11 This page intentionally left blank. 17 COUNTY F HAWAII l onmajur Governmental Funds Combining Statement of Revenues,Expenditures,and Changes in Fuad Balances For the Fiscal Year Ended June 3 ,2020 alecial.levenue Funds Solid Parking Highway evw+er 'Taste Cemetery r Meter Fund Fund Fund Fund Fund Revenues Fuel taxes 20,1 08,062 - - $ - Public utility franchise takes 9,364,8 11 - Licenses and permits 12,142,878 General excise tax surcharge _ Intergovernmental 1,956,861 76,073 690,029 - - Charges for services - 11,1867681 131,507,604 15,591 Investment earnings(loss) - - - - - ther 3071,763 810272 146,997 91500 - Ttal revenues 431,780,375 10,271,026 141,344fiN 9,500 15,591 Expenditures Current: General Government 342,834 - _ Public safety 101,339,473 Highways and streets 17,962,409 Health,education and welfare Culture and recreation Sanitation 10,0581737 30,8965540 -Pension and retirement contributions 3,514,10 984,783 29102,574 - - Employees'health insurance 1,361,156 317,356 823,923 - Other 1,0325,1 45 4581,024 471,087 - - Debt service: Principal 51 0,902 18 1,466 1$ 65,448 - - Interest 59,675 21,488 139,250 _ Total expenditures 351,1225594 12,021,854 35,798,822 - - Excess(deficiency)+)of revenues over(under)expenditures 8,657,78 1 21,454,192 99500 15,591 Other Financing Sources(Uses) Transfers in - 2,586,419 19,862,687 Increases in capital leases 179,377 15,139,583 - - Transfers out 323739356) - W - - Total other financing sources(uses) 3,1 93,979) 3, 2 , 2 19v8629687 Net change in fund balances 5,463,802 1,975,17 1,591,505) 91500 152591 Fund balances at beginning of year 141$56,061 8,665,767 11,236$997 152,409 299, 59 Fund balances at end of year $ 20,319,863 $101,6401,941 95645,492 161,909 $3147650 Special Revenue Funds Vehicle Workforce Golf Geothermal Reloc, Beaute- Hawaii County Park Disposal Bikeway Innovation& Course &Community fie tl n Housing Dedication Fund Fuad Oppor,.Act Fund Fund Benefits Fund Fuad Agency Fuad $ - i $ i # - 2,364,625 52,914 - - - 197,043 - i # ; 798,629 98,629 _ i - 211832,097 11832, - i 41,957 - 593,127 # - W - - - - - - - 3,81 1 772 557,035 - 2,373,043 52,914 798, 29 593,127 - 197,043 22,392,943 772 - 431,123 - - 138,082 - - - 7981,629 - - 223351,523 _ - 1,027,701 140,047 - 1, 5 ,11 - - - 2 ,29 262,404 -; - 844,952 11,325 - 120,979 , 36 1,792 - -p -Y 5,536 , 37,278 73911 - - - 42,940 - 315 i 1,1891655 43,123 7980629 1453,302 2782129 23,5565029 - 683,388 91,791 - 8649175 (81 0 . (1,1 3,08 772 - - - 1,0002,205 1,517,810 - '2983,787 _ # - (3 1 sO5J5 298,787 - - 1,000,205 - - 1,517,810 384,101 9,"791 - 144,034 - (81,086) 354,724 (30,283) 9366,7651 - .22597 4,2741,235 465,683 2,565,555 ,751,366 S 660,1 1 - 17 433 4,2741,23 5 3849597 $ 292,0279 I 19 COUNTY OF HAWAII l onma jor Governmental Funds Combining Statement of Revenues,Expenditures,and Changes in Fund Balances For the Fiscal Year Ended June 3 ,2020 (Concluded) Special Revenue Funds Debt Service Fuad Taal General Short-term Bond I onmajor Excise Vacation Rental Interest Redemption Governmental Tax Fund Enforcement Fund Fuad Fund Funds Revenues Fuel taxes - $ - - $ - 20,1 08,062 Public utility franchise takes - - - - 9,3649811 Licenses and permits - 1,788,250 - - 16,445,710 General excise tax surcharge 35,537,945 - - 3515377945 Intergovernmental - - 340,967 - 25,694,656 Charges for services - - - 24,307,960 Investment earnings(loss) _ _ 5011260 _ 545843 Other _ - - 1,033,028 Total revenues 35,537,945 197881,250 391,227 - 132-5475015 Expenditures Current: General Government - 293,966 - - 636,800 Public safety _ _ _ - 1093393,473 Highways and streets 51,419,900 - - - 23,563,514 Health,education and welfare 239134,152 Culture and recreation - - - - 1,167,748 Sanitation 421,607,378 Pension and retirement contributions 268,781 83,694 81012$517 Employees'health insurance 80,253 11608 - 35078,292 Other 151,044 - - 119819836 Debt service: Principal _ _ _ 2595923,211 27,6959216 Interest - 18,2 6,271 - 1 8,50 1,939 Total expenditures 5,783,978 304,268 18,276,271 25,592,2 l 1 1609718,865 Excess(deficiency)of revenues over(under)expenditures 29,753,967 1,483,98217,885,044 (25,592,211) (28,171,850) Other Financing Sources(Uses) Transfers in - - 191368,409 29,744,044 74,079,574 Increases in capital leases - - 1,318,960 Transfers out (20,261,000) (23,9639198 Total other financing sources(uses) (20,260,000) - 1993689409 29,74450044 51,435,336 Net change in Fund balances 9,493,96'7 1,483,982 1,483,365 4,151,$33 23,2631,486 Fund balances at beginning of year 6, 4 I,181 2512151 3,6471978 29,563,381 93,1 05,346 Fund balances at end of year $15$535,148 $ 1,735,133 $ 5,13 1,343 $3397151,214 1161,368,832 See accompanying independent auditors'report. COUNTY OF HAWAII Highway Fund Schedule of Revenues,Expenditures,and Changes in Fuad Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended Jure 3 ,2024 Actual Variance Original Final (Budgetary Positive Budget Budget Basis __.. legative Revenues: Tars: Fuel takes $23,209,658 23,209,658 20,1 08,062 ,10 1,596) Public utility franchise taxes 8.po,000 8,100,000 9,364,811 1,364,811 Total takes 31719158 31,2091,658 29,472,873 1,736,785) Licenses and penults-motor vehicle weight takes 12,0101000 12.0000,000 12,11421878 42,878 Intergovernmental 1,375,000 1,375,000 2,106,115 731,115 Charges for services 41 OPOOO 41 0,000 205,065 (204,935) Other 130,0110 135,000 1021A698 (32,3112) Total revenues 45,124,658 45,129,658 43,929,629 (I,2003,029) Expenditures: General government-engineering 894,248 1,386,779 5983,667 788,1 12 Public safety-police traffic enforcement 1,318,815 1,318,815 171855130 133,685 Public safety-protective inspection {41,7111 49,169 45,166 410003 Public safety-traffic engineering 9,9389757 102788s757 9,443,179 1$ 45,578 Highways and streets 161956,293 16,661,293 12,601,829 41059,464 Highways and streets-mass transit 7,4471,185 7,447,185 7,398,172 49,013 Pension and retirement contributions 3,609, 00 39759,000 3,461,985 297,015 Employees'health insurance 1,700,0110 1,55%000 1$ 48,434 2013,566 Other 2,022,010 1,822,000 923$ 12 898,488 Total expenditures 43,927,998 44,782,998 37,006,174 71776,924 Excess(deficiency)of revenues over(under) expenditures 11196,660 346,660 6,9231555 615769895 Other financing sources(uses)-transfers in(out)- Transfers out-Capital Projects Fund (3,910,0110) (3,901,11011) (3,373,356) 526,644 Deficiency of revenues and other sources under expenditures and other uses (2,703,340) (39553,3410 3,5503,199 7,103,539 Fund balance at beginning of year 14,8562061 14,856,1161 145856,061 - Fund balance at end of year 12,152,721 11,302,721 18,406,)260 S 791031,539 See accompanying independent auditors'report. 12l COUNTY OF HAWAII Sewer Fund Schedule of Revenues,Expenditures,and Charges in Fund Balance- Budet and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budg _ Basis) _(Negative) Revenues: Intergovernmental $ $ - $ 76,073 76,173 Charges for services-sewer Fees 9,562,200 995625200 10,1861,681 624,41 1 Other - 81,272 1,272 Total revenues 9,562,200 93562,200 11,271,026 708,126 Expenditures: Sanitation 13,243,750 13,243,750 11,656,721 1,517,029 Pension and retirement contributions 1,236,673 11236,673 979,136 257,537 Employees'health insurance 5841,832 554,132 3163,213 231I, 19 Other 681,000 711,600 303,468 408,132 Total expenditures 15,746,255 151,746,155 1 3,255$ 38 2,4911,317 Deficiency f revenues under expenditures 6,184s,05 5 (6$1841,655) (2,984,512) 3 5200)1 3 Other financing sources: Transfers in-General Fund 2,5861,419 2,5163,419 2,5161419 - Excess(deficiency)of revenues and other sources over(under)expenditures (3,597)636} (35598,236) (391)093) 3,20011 43 Fund balance at beginning of year 1,665,767 8,6655767 8,665,767 - Fund balance at end of year $ 5,0%131 5,067)531 8,267$674 S 31,2001,143 See accompanying independent auditors'report. "�22,P COUNTY OF HAWAII Solid Waste Fund Schedule of Revenues,Expenditures,and Changes in Fuad Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended,lune 30,2020 Actual Variance Original Final Budgetary Positive Budget B u , et Basin. (Negative) Revenues: Intergovernmental 7291,883 S 729,883 616,470 (113$413) Charges for services-tipping fees 12,11 8,000 12,11 8,000 13,507,604 113 89,604 Other 226,104 2261,104 1461,997 (79,107) Total revenues 13,0731,987 13,073,987 14,2719071 1,1971,084 Expenditures: Sanitation 32,968,j214 321998,21 31,1 1,63 8 1$856,576 Pension and retirement contributions 2,119,967 2,119,967 220821,732 371P235 Employees'health insurance 854,400 854,400 821,0 14 33,386 Other 791,950 76 1,950 494,882 27,O6 Total expenditures 36,734,531 36,734,531 34,5401266 2,1941,265 Deficiency of revenues under expenditures (23,6601544) (235660,544) (20,2695,195) 3,391,349 Other financing sources: Transfers in-General Fuad 199862,687 19,862,687 19,862,687 - Excess(deficiency)of revenues and other sources over(under)expenditures (3,7972,857) (3,797,857) (4061,508) 33,3919349 Fund balance at beginning of year 11,236,937 11,236,997 11,2361,397 - Fund balance at end of year $7,439,1 o $75439,140 $10,8301,489 3,3919349 See accompanying independent auditors'report 2 COUNTY OF HAWAII Cemetery Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 3 ,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) Negative Revenues-other-sale ofcemetery plots 105000 10po $ 9,500 (500) Expenditures-health,education and welfare 10$000 10,000 - 1 ,000 Excess of revenues over expenditures - - 9,500 %500 Fuad balance at beginning of year 1525409 1529409 1523409 - Fund balance at enol ofyear 1521,409 152A09 161,909 91500 See accompanying independent auditors'report. 124 COUNTY OF HAWAII Parking Neter Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- udget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final Budgetary Positive Budget Budget Basis (Negative) Revenues-Charges for services-highways and streets $ - $ - 15,591 157591 Excess of revenues over expenditures - - 15,591 15,591 Fuad balance at beginning ofyear 299,059 239,059 2999059 - Fund balance at end of year $299,059 2991,059 $ 14,650 151,591 See accompanying independent auditors'report. 2°' COUNTY OF HAWAII Vehicle Disposal al Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Licenses and permits-vehicle disposal fee 2,3ftOOO $ 213001,000 2,364,625 $ 64,625 Charges for services-towing charges 2,000 2,000 4,957 2,957 Miscellaneous 21,200 21,200 3,460 17,740) Total revenues 2,3231,200 2,323,200 2,373,042 49,142 Expenditures: Sanitation 2,901$5 10 2,901,5 10 1,367,489 1,534,021 Pension and retirement contributions 37, 0 37,600 26,426 11,174 Employees'health insurance 25,000 251,000 113,494 13,506 Other 8,500 83500 85500 Total expenditures 2v97216 10 2,972,610 1,405,409 1,567,201 Excess(deficiency)+)of revenues over(under)expenditures (649,410) (649,410) 967,633 1,617,043 Other financing(uses)-transfers(out)- Transfers out-Serial fond Redemption Fund (3259000) (325,000) (247,352) 77,648 Transfers out-Interest Fund (90,000) (901,000) 17434) 38,566 Deficiency of revenues and other sources under expenditures and other uses 1,064,41 1,064,410) 668,847 11500,829 Fund balance at beginning of year 10,366,765 1 O,366$765 10,366,765 - Fund balance at end of year $9,302,355 $ 913029355 $ 11,035,612 1,500,129 See accompanying independent auditors'report. 126. w COUNTY F HAWAII Bikeway Fuad Schedule ofRevenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budgets Basis (Negative) Revenues-licenses and permits-bicycle tax 73, 0 S 731,000 521,91 20,08 Expenditures-highways and streets 2269000 226,000 28sOOO 198,000 Excess(deficiency) revenues over(under) expenditures 1531,000) 153,000) 241,914 177,91 Fuad balance at beginning ofyear 65%370 650,370 650,370 Fund balance at end of year $497,370 $497,370 $675,284 $177,914 See accompanying independent auditors'report. 1217 COUNTY OF HAWAII Workforce Innovation& OpportunityAct Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final (Budgetary Positive Budget_ Budget Basis) _(Negative) Revenues-intergovernmental $ - 1,218,978 5311,206 (617,772) Expenditures: Health,education and welfare - 1112189978 543,175 675,803 Pension and retirement contributions - - 11,569) 119569 Employees'health insurance - o oo Total expenditures - 1,21 8,978 53 1,206 687,772 Excess of revenues over expenditures - - Fuad balance at beginning ofyear Fund balance at end of year $ - $ - $ - See accompanying independent auditors'report. 128 COUNTY OF HAWAII Golf Course Fuad Schedule of Revenues,Expenditures,and Changes in Fund Balance- Bud et and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative} Revenues: Charges for services $ 852,277 $ 5029277 $ 5939127 $ 90,850 Expenditures: Culture and recreation 1,093fiM 1,11 8,380 1,067,178 51,202 Pension and retirement contributions 260,102 2625302 2619468 834 Employees'health insurance 11 8,000 120,600 120,504 96 Other 30,776 1)200 - 1,200 Total expenditures 1,5021482 115021,482 1)44931 50 539332 Deficiency of revenues under expenditures (650,205) 110009205) (856,023) 144,0182 Other financing sources: Transfers in-General Fund 650,205 i,001005 1,0001205 - Excess of revenues and other sources over expenditures - - 144$182 144,1 2 Fund balance at beginning ofyear (225597) (221,597) (22,597) _ Fund balance at end of year (22,597) (22,597) $ 121,585 144,182 See accompanying independent auditors report. Note: "Fund balance at beginning of year"in the above schedule is on the modified accrua]and not budgetary basis,which is resulting in the negatvie fund balance shown above. M COUNTY OF HAWAII Geothermal Relocation and Community Benefits Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final Budgetary Positive Budget Buda et Basis Negative . Revenues Miscellaneous: eothertnal royalties $ 300,000 S 3001,000 low $ {300,000} Expenditures: General government: Planning and zoning 700,000 700,000 700sOOO Excess(deficiency)of revenue over (under)expenditures (400,000) (400,000) - 4005000 Fund balance at beginning of year 4,2+741,235 41274,235 4,274,235 - Fund balance at end of year S 3,8745235 3,874,235 $ 41,2741,235 4001,000 See accompanying independent auditors#report. 1 l COUNTY OF HAWAII Beautification Fund Schedule of Revenues,Expenditures,and Changes in Fuad Balance- Butdget and Actual(Budgetary Basis) For the Fiscal Year Ended June 3 ,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis (Negative), Revenues enues-licenses and permits-highway beautification 1915,000 191,000 197,043 $ 6$043 Expenditures: Highways and streets 236,300 236,300 1385614 97fiM Culture and recreation 1 57,610 1 5'7,60 31,493 11991 Total expenditures 393,950 393,950 177,107 216,843 Deficiency of revenues under expenditures (202,950) (202,950) 191936 222,186 Fund balance at beginning of year 4651,683 465,613 465,683 - Fund balance at end ofyear $ 262,733 262,733 $ 4853,619 $2225886 See accompanying independent auditors'report. 44, 13,1 COUNTY OF HAWAII Hawaii County Housing Agency Schedule of Revenues,Expenditures,and Changes in Fund Balance- Bud et and Actual(Budgetary Basis) For the Fiscal Year Ended Jure 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) Negative Revenues: Intergovernmental- Federal-HUD-Voucher program $ 201,713,442 221,412,449 $ 221248,891 $ I63,558) Investment earnings 110620 1 p620 3,811 2,191 Resale of property - - 401,000 409000 Other I p5 821,434 1,582,434 517,034 1,065,400) Total revenues 22,367,496 23,996$ 03 22,819,736 1,116,767) Expenditures: Health,education and welfare 23,337,190 25,I 57,129 22,791,508 2,265,621 Pension and retirement contributions 901,575 901,575 835,133 65,742 Employees'health insurance 412,3 12,3 50 36 1 234 51,116 Total expenditures 24,65 1 j 15 26,3711054 23,9881,575 21382,479 Deficiency ofrevenues under expenditures 2,2I3,619 {2,374,551) (1,178,839) 1,195,712 Other financing sources-transfers in- Transfers in-General Fund 2,283,619 2,289,619 1,5179810 (771,809) Excess(deficiency)of revenues and other sources over(under)expenditures (84,932) 331,971 423,913 Fund balance at beginning of year 2,5651,555 2,5651,555 215651,555 Fund balance at end of year $ 25565,555 $ 2104801,623 $ 2,9143526 $ 423,903 See accompanying independent auditors'report. 12- COUNTY OF HAWAII Farb Dedication Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended.lune 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis (Negative) Revenues-investment earnings $ - $ - 802 $ 802 Excess of revenues over expenditures 802 802 Other financing(uses)-transfers(out)- Transfers out-Serial Bond Redemption Fund (321,000) (31,055) 945 Deficiency ofrevenues and other sources - (32,000) (30,253) 19747 under expenditures and other uses Fund balance at beginning of year 91, 51 915,351 91, 51 - Fund balance t end of year $ 91,351 59,351 1,098 1,"74 7 Sege accompanying independent auditors'report. I - COUNTY OF HAWAII General Excise'Tax Fuad Schedule of revenues,Expenditures,and Changes in Fuad Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 3 ,2020 Actual Variance Original Final (Budgetary Positive Budget Bud yet Basis) (Legative) Revenues-GET surcharge $32,000,000 32,00%000 379,948,026 5,948,026 Expenditures: Highways and streets-mass transit 11,235,956 11,235,956 5,0965020 6113%936 Pension and retirement contributions 325sOOO 325,000 257,178 67,822 Employees'health insurance 120POOO 120,000 761,853 43,1 7 Other 59,044 591,044 14,988 44,056 Total expenditures 11,74%000 11,"740,000 5,445,039 612941,961 Excess(deficiency) f revenues over(under) expenditures 20P26OpOOO 20,260$000 32,502,987 12,242,987 Other financing sources(uses)-transfers in(out)- Transfers out-Capital Projects Fund (12,6%000) (121,6605,000) (12, 60,000) - Transfers out-Serial Bond Redemption n Fund (516009000) (5,600,000) (5,600,000) _ Transfers out-Interest Fuad (2,001,000) (2,000,000) (2,000,000) Deficiency of revenues and other sources under expenditures and other uses - - 125,242,987 12,242,987 Fund balance at beginning of year 6904 1,181 6,041 p 1 1 6,04 1,181 - Fund balance at end of year S 61,04 1,1 1 6,04 1,181 18,284,168 $ 129242,98 See accompanying independent audit re report. 134, COUNTY of HAWAII Short-Term Vacation Rental Enforcement Fund Schedule of Revenues,Expenditures,and Changes in Fund Balance- Budget and Actual(Budgetary Basis) For the Fiscal Year Ended June 30,2020 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Licenses-ST vaeati n rental fees $8003,000 8009000 1,'788,250 $ 988,250 Fines and forfeitures 459850 459550 - (45,850) Total revenues 845v85O 8451,850 1,788,250 942,400 Expenditures: General government: T vacation rental enforcement 672,850 672,850 361,044 311,806 Pension and retirement contributions 915,900 91,900 6,065 85,835 Employees'health insurance 65,500 65$ 00 626 64,874 Other 152600 153,600 - 15,600 Total expenditures 845,850 8459850 367,735 4787115 Excess(deficiency)of revenues over (under)expenditures - - 1,420,515 1, 2 ,5 15 Fund balance at beginning of year 251,151 2515151 2515151 - Fund balance at end of year $25 1,151 $ 2515151 $1,671 s,666 1,420,51 See accompanying independent auditors'report. 3 COUNTY OF HAWAII Agency Funds Combining Statement of Agency Funds Net Position June 3 ,2020 Performance State Improvement Improvement Improvement Improvement and Weight District District District District Refundable Tax No. 18 No. 19 No.20 l evolving Deposits Fund Fund Fund Fund Fund Fund Assets Cash and cash equivalents $21,107,133 $ 5089920 397,109 $ 276,264 148,336 $ 216,431 Investments - - 250,248 - 35,221 - Due from other agency funds _ - - _ - _ Other receivables - 5,931 61,476 28 257 2.32 Total assets $2,107,133 5141,851 6531,833 2769292 183,813 $ 216,663 Liabilities Vouchers payable $ - $ - - $ - $ - $ - Due to other agency funds _ _ _ _ 8,400 Accrued liabilities 2,1 07,133 7,195 5,606 - - 104 Advances payable - 131,075 10,969 - 208,159 Assets held for the benefit of improvement districts 4949581 6373258 276,292 183581 - T'otal liabilities $22107,133 $ 5149851 $ 653,833 $ 276,292 $ 183,813 $ 216,663 See accompanying independent auditors'report. 136- Non-Profit Organ and Business Payroll Flexible Lapsed License Tissue Improvement Clearance Spending Warrants Plates Education District Fund Account Fund Fund Fend I -Kailua Total 114,205 $380,702 365,298 11,355 $ 4,793 $ 324 4,5303,870 - - - - _ - 2851,468 - - 159396 - - - 15,396 7,093 - 37,826 - 1 ,191 68,734 121,298 $380,702 418,520 111,355 41793 $ 11,215 $ 41,9OOv468 23,25 - $ - $ - $ - 2,25 61,856 - - 140 - - 15,396 112,184 3801,702 418,520 11,215 4,793 324 3,0471,776 2321,203 - - - - - 1 ,11 1,612,835 $ 121,298 $380,702 418,521 $ 11,355 4,793 11,215 4,900,468 13 7 - COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Faded June 3 ,2020 Balance Balance July 1, June 30, 2019 Additions Deductions 2020 State Weight Tax Fund Assets Cash and cash equivalents $1,775,915 $ 241,623,876 24,292,658 $2JO7,133 Liabilities Vouchers payable $ - 24,1521,768 $ 24,152,761 - Due to other agency funds 8 - Accrued liabilities-due to State of Hawaii 11775,907 24,625,294 2452949068 29107,l 33 Total liabilities $1,775,91 $ 4897781,062 $ 41,44 ,144 $2,107,133 Improvement District 1o. 18 Fund Assets Cash and cash equivalents $ 515,498 $ 1531,882 $ 160,460 $ 501,920 Other receivables 61,182 155,780 1561,031 51,931 Total assets 521, 1 $ 309,662 316,491 $ 514,151 Liabilities Vouchers Parable - $ 410 $ 41 $ - Due to other non-agency fronds 1,341 19264 19341 11264 Accrued liabilities 6,182 1221,106 122,357 52931 Advances parable 15,224 - 2,149 13,075 Assets held for the benefit of improvement districts 498,933 1229358 1261,71 494,581 Total liabilities 521,680 2465138 $ 2521,967 $ 514,851 � 13 COUNTY F HAWAII Agency Funds Combining Statement ofChanges in Assets and Liabilities For the Fiscal Year Ended June 3 ,2024 Balance Balance July 1, June 30, 2019 Additions Reductions 2020 Improvement District No. 19 Fund Assets Cash and cash equivalents $ 364,999 $ 99,459 $ 679349 $ 397,109 Investments 250sO6O 188 - 250,248 Due from other non-agency funds 14,227 14,227 Other receivables 8,281 69,338 71,143 6,476 Total assets 6373,567 168,985 $ 152,719 S 653,133 Liabilities Vouchers Parable $ - 2,296 $ 21P296 $ - Due to other non-agency funds 1,769 17673 1,769 12673 Accrued liabilities 5,754 66,795 611,616 3,933 Advances payable 99880 10,969 9,880 10,969 Assets held for the benefit of improvement districts 620,164 74,466 57,372 6371,25 Total liabilities $ 637,567 $ 156,199 $ 1391,933 $ 6539833 Improvement District No.20 Fund Assets Cash and cash equivalents S 14,746 $ 263,748 $ 27230 $ 276,264 Investments 225,000 - 225,100 - ther receivables 579 28 579 2 Total assets 240,325 $ 2631,776 $ 2273,809 $ 276,292 Liabilities Vouchers Parable $ 75,000 $ $ 75,000 - Advances payable 2,148 - 2,148 Assets - held for the benefit f improvement districts 163,177 1133197 82 276,292 Total liabilities $ 240,325 $ 1131,197 $ 77,230 $ 276,292 COUNTY F HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 3 ,2020 Balance Balance July 1, June 301, 2019 Additions Deductions 2020 Improvement District Revolving Fund Assets Cash and cash equivalents $ 10s,478 $ 1371,858 - 1489336 Investments 1691,949 # 1341,729 35,220 Other receivables 519 257 519 257 Total assets $ 18OP946 $ 138,115 $ 135,248 $ 183,813 Liabilities Assets held for the benefit of improvement districts $ 180,946 $ 2,867 S 1$3981 Performance and Refundable Deposits Fund Assets Cash and cash equivalents 332,554 $ 4321,555 $ 548,178 $ 216,431 Due from other non-agency funds - $ 757487 $ 75,255 232 $ 3321,554 $ 5 , 42 $ 6232933 $ 216,663 Liabilities Vouchers payable $ - $ 539,689 $ 539,689 $ - Due to other agency funds 5,850 81400 5,850 8,400 Due to other non-agency funds M 104 - 104 Advances payable 3269704 423,493 5429038 208,159 Total liabilities 332,554 S 971,686 1,087,577 $ 216s663 1 COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 3 ,2020 Balance Balance July 1, ,Tune 3 , 2019 Additions Deductions 2020 Payroll Clearance Fund Assets Cash and cash equivalents 554,271 $331,5991,469 $332,039, 35 114,205 Due from other non-agency funds - 317)794,554 3179790,666 32888 Other receivables 31,205 - - 31205 Total assets 557,476 649,394,023 $6491,8301,201 121,298 Liabilities Vouchers payable $ 1,315 $ 163,5 76,1 1 163,575,198 $ 2,25 Due to other agency funds 1,224 6,856 1,224 6,156 Due to other non-agency funds - 2,176 - 2)1 76 Accrued liabilities 5545937 3639283,873 363,728,802 110,008 Total liabilities $ 557,476 $526,8699046 $527,305,224 $ 121,298 Flexible Spending Account Assets Cash and cash equivalents $ 382,314 $ 433,474 $ 435,O 6 $ 380,712 Liabilities Accrued liabilities $ 382,314 433,474 $ 435s,086 $ 380,702 Lapsed Warrants Fund Assets Cash and cash equivalents $ 346,242 $ 20,884 $ 15828 365,298 Due from other agency funds 71,242 15$ 96 7,242 15,396 Due from other non-agency funds 13,429 37,826 13,429 37,826 Total assets $ 366,913 $ '74,1 6 $ 22,499 $ 418,0520 Liabilities Vouchers payable $ - $ 1,603 1,603 $ Accrued liabilities 366,913 65,436 137829 1 8,520 Total liabilities $ 366,913 $ 67,039 15,432 $ 4111,520 1, COUNTY F HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30,2020 Balance Balance Jul} 1, June 30, 2019 Additions Deductions 2020 Non-Profit License Plates Fuad Assets Cash and cash equivalents $ 18,580 69,210 $ 76,435 $ 11,355 Liabilities Vouchers payable $ - $ 75,925 75,925 $ Due to other agency funds 160 140 160 140 Accrued liabilities: Due to non-profit agency l 8,420 699070 76,275 11,21 Taal liabilities $ 183,580 1459135 $ 152,360 11$ 55 Organ and Tissue Education Fund Assets Cash and cash equivalents $ 2,001 $ 12,066 $ 91,274 41793 Liabilities Vouchers payable - $ 9,226 $ 99226 Accrued liabilities-due to Mate of Hawaii 2,001 129066 91,274 4,793 Total liabilities $ 2,001 21,292 $ 11,500 $ 45793 Business Improvement District I-Kailua Assets Cash and cash equivalents 944 $ 1,115,434 1,116,054 324 Other receivables-BID I-Kailua Assessment 61,048 1,2439001 1,238 158 10,1191 Due from other non-agency funds - 12 l,914 1219914 - Total assets $ 61992 $ 2,4103,349 S 2,4761,126 $ 11,21 Liabilities Vouchers payable $ - $ 15,102,466 $ 1,102,066 $ - Accrued liabilities-due to KVBID 944 324 944 324 Accrued liabilities 8 8 - Assets geld for the benefit of improvement districts 61,048 834,478 8295635 10,891 Total liabilities $ 61992 $ 19936,876 $ 11,932,653 11,215 142, COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 3 ,2020 Balance Balance July 1, June 30, 2019 Additions Deductions 2020 Total-All Agency Funds Assets Cash and cash equivalents 54,318,542 $3581,961,915 3589749,587 $4,530,870 Investments 6451,009 188 3 59,729 285,468 Due from other agency Funds 7,242 15,396 7,242 15,396 Due from other non-agency funds 27fi% 318,029,781 31 8,01 5,49 l 415946 Other receivables-BID l-Kailua Assessment 6,048 13243,001 1,23 81,15 8 1 apl Other receivables 181,766 225,403 2283,272 15,897 Total assets 5,023,263 6781,4759684 6781,5981,479 4,900,468 Liabilities Vouchers payable $ 76,31 18%460j24 $ 18%534j81 21,258 Dine to other agency funds 79242 15v396 71,242 15,396 Due to other nor-agency funds 3,110 5,217 31,110 5,217 Accrued liabilities 153161,1 3631,9719692 3641,368,698 9195094 Accrued 11abiIiti s-due to non-profit agency 18,420 691,070 76,275 11921 Accrued liabilities-due to State of Hawaii 1$777,908 24fi37$360 24,303,342 2,1113,926 Accrued liabilities-due to IBID 944 324 944 324 Advances payable 353,956 434,462 556,215 232,203 Assets held for the benefit of improvement districts 13,469,268 1,147,366 1,0 13,799 1.96029835 Total liabilities S 5,023,263 $579,7"41,0 11 $579,863,816 $499005,468 See accompanying independent auditors'report. 1 - COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Private Purpose Trust Net Position June 30, 2020 Shippers' Total Geothermal WharfPrivate Asset Trust Purpose Assets Fuad Fund Trusts Cash and cash equivalents $ 11,8153326 $ 763,469 2,551,795 Investments 397,646 117959203 2,1929849 Interest receivable 2,598 - 2,895 Taal assets $ 21,218,870 $ 2,558,672 4,777,542 Net Position Held in trust for other parties $ 2,218,570 25,558,672 $ 45777,542 Taal net position 2,215,57 $ 2, 51,672 49777, 42 See accompanying independent auditors'report. '%44 COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Changes in Private Purpose Trust Net Position For the Fiscal Year Ended,lune 3 ,2020 Shippers' Total Geothermal Wharf Private Asset Trust Purpose Fund Fund Trusts Additions Contributions: Puna Geothermal venture $ 5 , 0 50,000 Investment earnings: Net increase(decrease)in Fair value of investments 11,651 65,657 77,308 Dividends - 441,643 441643 Interest 21 IP998 25651 24, 49 Total additions 833649 1129951 196,600 Deductions Grant payments - 45,724 451,724 Investment Fees - 14,273 14.273 Total deductions - 59,997 59199 Change in net position 83,649 52,954 136,603 Net position,beginning of year 2,135,221 2,505,7 144039 Net position,end of year $ 212181,870 $ 25,5589672 $4779542 See accompanying independent auditors'report. 145 This pagc intentionally left blank. 1,46- STATISTICAL SECTION (UNAUDITED) Contents Page Financial Trends—These schedules contain trend information to help the reader understand how the County's financial performance and well-being have changed over time. 147 Revenue Capacity,-These schedules contain information to help the ruder assess the County's most significant local revenue source,the property tax. 152 Debt Capacity These schedules present inf rrmation 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, '158 Demographic and EconomicInf rmalion,, These schedules offer demographic and economic indicators to help the reader understand the environment within which the County's financial activities take place. 161 Operating Information� These schedules contain service and infrastructure data to Delp the reader understand how the information in the County's financial report relates to the services provided and the activities performed by the County. 16.3 --r N � om 00 _ kO en N oO r- '! 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C CI3 15 4-0 LLd a� .� -� ' ' a c — 15 - Table 4 COUNTY OF HAWAVI Changes in Fund Balances,Governmental Funds (Modified accrual basis of accounting) Last Ten Fiscal Years (Amounts in thousands) 2011 2012 2013 2014 2015 2016 2017 2018 2019 2020 Revenues: Property tax $216,511 S208,231 S201,201 $223,492 $236,190 $249,054 S266,517 $301,699 $313,631 $327.886 Public service company tax 9,297 9,897 10,766 10,380 10.386 9.801 9,423 7,612 8,494 8.862 Fueltax 7,603 9,293 6,353 7,373 7.633 7.934 8,289 13,342 17,343 20.109 Public utility franchise tax 9,416 11,065 11,097 10,793 10.824 9.004 7,951 9,331 9,442 9,365 Licenses and pennits 15,097 15,790 15,991 19,618 22.046 22.432 22,932 24,066 24,653 25,155 General excise tax surcharge 4 - 12,518 35,538 Intergovernmental 93.748 100,867 79,912 75,257 86,272 85,173 79,220 90,025 101.627 113.632 Charges for services 16,416 16,885 17,035 19,392 20,357 21,672 21,708 23,553 27,516 30,080 Investment earnings(loss)' 510 406 (618) 1.704 716 614 632 1,592 4,148 3,481 Settlement contributions - 12,500 Other 7.874 4,201 4.399 30,084 9,769 16,132 11,791 4,932 4,643 4,174 Total Revenues 376.472 375.635 358,646 399,083 404.193 421,816 427,463 475,052 524,015 578,281 Expenditures: Current: General government 34,251 35,088 33.360 36,679 40,805 40.488 40,919 41,571 41,800 47,383 Public safety 104.917 104,523 106,885 111,221 122.919 127.451 136,163 137,718 145,094 154,921 Highways and streets 17,114 17,338 17,923 20,270 20,9" 22,479 20,329 21,401 27,448 27,962 Sanitation 28.424 29.511 30,672 29,949 31,464 34.015 38,671 39,352 43,815 43,758 Health,education and welfare 26,947 23,749 24,199 23.070 24,540 25,380 30,535 29,876 31,109 30,943 Culture and recreation 16,001 16,763 16,337 18.334 20,056 21,561 21,196 21,324 22,022 22,533 Pension and retirement contributions 27.284 27.773 29,816 33,032 39,495 41,359 43,718 49,494 53,137 61,813 Employees!health insurance 23,212 25,902 26,011 26,796 27,731 30,112 32,147 33,802 17,522 18,846 Other postemployment benefits 17,307 3,170 4,532 7,180 11,495 14,831 39,637 41.604 Chher 4,758 4,183 2,991 3,238 4.686 3.931 3,839 4,622 4,314 8.742 Debt service: Principal 42,233 24,834 25,718 19,013 22,004 22.432 22.032 96.906 30.577 29,222 Interest 14,841 15,032 14,345 14.644 13,871 12,974 17,289 17.739 19.223 18.590 Capital outlay 87,782 71,220 48,565 51,369 79,398 144.289 111,109 41,924 51,897 79,536 Total Expenditures 446,971 395,916 376,822 390,775 451.375 533,650 329,342 540,560 527,595 385,853 Revenues over(under)Expenditures (70,499) (20.281) (18,176) 7,308 (47.182) (111,934) (101,979) (65,508) (3,580) (7,572� Other Financing Sources(Uses): Sale of assets 6 153 1 10 25 66 21 23 47 to Capital leases 47 2.521 1,307 14 1,971 3,389 3,769 3,809 6,777 2,822 State Revolving Fund loans 9,257 4,569 4,991 3.072 - 7,317 8,130 5,154 7,439 174 Sale of bonds 45,000 - 50,480 - 130,136 - 107,116 Issuance of bond anticipation notes(BANs.) - 59,800 Refunding bonds - 47,510 106,254 - 49,794 Premium on bonds 2,078 17,570 23,174 5,998 Refiwding bonds/BANs issuance costs (508) (276) Payment to refunded bond escrow agent (45,352) (128,920) (54,537) Retirement of refunded debt (9,633) Reclass of debt from current to long-term - - - 30,279 Transfers in 56,099 59,971 51,356 61.239 59,394 57,412 66,864 75,711 77,240 90,199 Transfers out (56,0991. (59,9711, (51,356) (61,238) (59,394) 57,412)1 (66,864), (75,711), (77,240) (90,199) Total other financing sources 56,388 7,243 66,872 3,096 1,996 140,908 71,720 116,071 14,263 33,285 Net change in fund Wanocs $(14.11a 011!20,038L S 48,696 $ 111,404 $ X15,186 S 29.,074 S(30,15'9 $ 50,563 $ 10,683 S 25,713 Debt service as a percentage of noncapital expenditures 15,90/0 12.3% 13 9% 10.0% 9,3% 9.1% 9.4% 20.9% 10.5% 9,1 qi,� Unaudited-see accompanying independent auditors'report. Amount for fiscal year 2014 has been changed for consistency +� O C C rn •1 +--� 04 q4t 0% ,.p +--' C4 ak Cil C�1 *- 00 C— wl c*' •-- •. .. 0% #. .. n n V% n .. .. .. •. w .. w w w r. 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Timeshare 282,291,400 2 0.8% 87,810,800 7 0.3% Mauna Kea/Hapuna Beach Corps. Developer/Hotel 175,1189000 3 0.5% - - Hualalai Investors LLC Developer/Hotel 171,644,400 4 0.5% 216,994,300 3 0.9% Hilton Land Investment 1 LLC Hotel 149,255,1700 5 0.5% 22412789600 2 0.9% DHL Mahl Opco LLC Developer/Hotel 135,621,100 6 0.4% MAPS Orchid Hotel LLC Hotel 1271282,600 7 0.4% SMC I Hotel Waikoloa LLC Hotel '72,098,100 8 0.2% Raptor Residence LLC Residential 743278,800 9 0.2% Target Corporation Retailer 66,098,500 10 0.2% Mauna Kea Development Corp Hotel 7Dev. 262,0232800 1 1.0% Orchid 09 LLC Hotel 135,6422700 4 0.5% SIB KD Acquisition LLC Developer l 13}006,000 5 0.4% Mauna Lard Resort Inc. Developer/Hotel 103,201,700 6 0.4% Kona Village Investors LLC Hotel 64,233,600 9 0.3% BRE/Waikoloa LLC Hotel 5917051400 10 0.2% $1,550,132,100 4.6% $ 1134353055800 5.2% Dote: Cross valuation at January 1,2019: $33,443,473,564 Cross valuation at January 1,2010: $25,518,842,894 Source: County of Hawaii,Department of Finance,Real Property Tax Division [unaudited-see accompanying independent auditors'report. w 1,56, r� cis cr tea. 00 00 r� �n c M M to r� r� n ton C) • cu 00 � t M r� \ V) � .� CK en °rte° 4r% in d 00 c � O '+ <D 5 CD C> C) 5 5 Ot Ot 00 Ot O w +� 0 kn m 00 --4 V') CO) 41T_ §---1M �--� 4) . [! 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Iia # fi Wfllll g A le • 041 t- --' a� +,D C 1 O C•1 l [1 0o Ln C- m C c v v oo 1.0 tqt O% �D ., w w, _., .. .. CK C) (N tl- N kn a YI v. oo oo #- +D • wo r- r- 00 00en aa� .� o a vo` ° - r- w CK (D i 158- Table COUNTY OF HAWAII Ratios of General Bonded Debt Outstanding Fast Teri Fiscal Years Debt Percent of Applicable to Net Taxable Fiscal regal Debt Property Per Year Margin a Value Capita c 2011 305#6155691 1.2% 11636 2012 3172699,844 1.30 1,679 2013 3152676,941 1.3% 1,654 21114 21,795020 1.3°0 1 X538 2015 3121632,049 1.2% 11)592 2016 362)9631)113 1.4% 1,829 2017 4115,4881)342 1.4% 25024 2018 414,446063 1.4% 21062 2019 425,153,552 1.3% 2,110 2020 3151676,941 0.9% 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. "1 0 5'' Tr+D orq D W) 14D 00 O ori ONo t [ Cqco r* C F fN ON IOSI ' La iA f4 > F .�. Ma 00 C•# 00 to 4 '^ ir4 604 r.. c 4) 4 cd 00 00 Ch z to ir9 b+4 C a to > to t + , U p r.. .ad •. O o Nn 0 < r- 00 G _ ,..1 110 qW 1 11 OR �v r to Mo +o lko '"` 'N , rpt .� � 1 C4 00 cmi r E 0 1 06 Ei 1 a..� E A L - 160- 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 I of dollars) Income Enrollment Rate 2010 1553,381 55717,885 30,844 295741 10.0% 2011 157,229 69114,237 $ 32,656 309103 9.7% 2012 1591,191 6,3181657 33,398 305314 8.3% 2013 191 ,521 $ 6,5445553 $ 341297 33,948 6.6% 2014 1949190 61771,329 $ 34,570 295,955 6.5% 2015 1965425 $ 710679347 $ 35,979 29,865 5.2% 2016 195,449 $ 75618,924 $ 385392 295753 4.7% 2017 200,381 $ 81053,1 11 $ 40,188 2906 3.5% 2018 2015509422289 5 42,22 29,601 3.7% 2019 2015513 $ 7815599, 43,578 29,609 4.2% Amounts reflect subsequent adjustments Source.- County of Nawar`i, Department of Research and Development,pment, Bureau ofEconomic Analysis, Mate of Hawaii Department ofLabor, Mate ofHawaii DOE and University f Hawaii Hilo Unaudited-see accompanying independent auditors'report. 161 Table 12 COUNTY F HAWAPI Principal Employers,County of Hawaii June 30,2020 and 2011 2020 2011 Percentage Percentage of Total County of'Total County Employer Employees Rank Employment Employees Rank Employment State ofHa ai` 11,000 1 15.2% 85063 1 10.7% County of Hawai`i 2,700 2 3.7% 203 2 3.5% Four Seasons Resort Hualalai 1,300 3 1.8% 550 8 0. l United States Government 1,300 4 1.8% 1,421 3 1.9° Mauna Kea and Hapuna Prince Resorts and Mauna Kea Services 13,100 5 1.5% Hilton Walkoloa Village 920 6 1.3% 881 4 KTA Super Stores 850 7 1.2% 700 6 0.9% The Fairmont Orchil,Hawaii 700 8 1.0% 618 7 0.8% Waikoloa Beach Marriott Resort&Spa 313 9 0.4% Sceuritas Security Services,USA Inc 296 10 0.4% Vial-Mart 770 5 1.0 Mauna Kea Beach Hotel 550 9 0.7a, Mauna Lani Resort(Operations), Inc. 529 10 0,7% Total 201,479 28.3% 16,745 22.1% Total employee count 72,450 75,1 o Source: County of Ha raN,Department of Research and Development State of Hawai`i, Hawal'i ' r,force Infonet: ups.- .hiwi.org United State Department a, abor, Bureau ofLabor Statistics.-h1 .+ l . 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