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HomeMy WebLinkAbout2022-COH - Annual Comprehensive Financial ReportCounty of Iawaii State of Hawaii s. 40 lw' + i + 40�# F + �•, �. r r nOL y L r M Y _dj 41 * OF + p'Ow V w �+• LS � � + �� S� � ice' 1 � At ► r X1'1 '.-M�-�''4 11 # + Y 71 _Okt7 f sem' •M1 - .• .r 1"•• w w} �. w,3�� y f � t~. __`..� +moi F y� rtifIlk 411 Will 4 ILL— Annual Comprehensive Financial Report For the Fiscal Year July 1, 2021 to June 30, 2022 COMPREHENSIVE ANNUAL FINANCIAL REPORT Fiscal Year Ended June 30, 2022 COUNTY OF HAWAII Hilo, Hawaii Mitchell Roth Mayor Lee Lord Managing Director Prepared by The Department of Finance Deanna Sako Director of Finance COUNTY OF HAWAII Annual Comprehensive Financial Report For the Fiscal Year Ended June 30, 2022 Table of Contents FINANCIAL SECTION Report of Independent Auditors 13 Management's Discussion and Analysis 17 Basic Financial Statements: Government -wide Financial Statements: Statement of Net Position 30 Statement of Activities 32 Fund Financial Statements: Pie INTRODUCTORY SECTION 34 Letter of Transmittal 1 GFOA Certificate of Achievement 8 Organization Chart 9 List of Elected Officials 10 List of Principal Officials 11 FINANCIAL SECTION Report of Independent Auditors 13 Management's Discussion and Analysis 17 Basic Financial Statements: Government -wide Financial Statements: Statement of Net Position 30 Statement of Activities 32 Fund Financial Statements: Balance Sheet - Governmental Funds 34 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position 35 Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds 36 Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities 38 Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) - General Fund 40 Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) - General Excise Tax Fund 44 Statement of Net Position - Proprietary Funds 45 Statement of Revenues, Expenses, and Changes in Fund Net Position - Proprietary Funds 46 Statement of Cash Flows - Proprietary Funds 47 Statement of Fiduciary Net Position - Fiduciary Funds 48 Statement of Changes in Fiduciary Net Position - Fiduciary Funds 49 Notes to the Basic Financial Statements 50 Required Supplementary Information 113 FINANCIAL SECTION (Continued) Net Position by Component 157 Paye Combining and Individual Nonmajor Fund Statements and Schedules: 158 Combining Balance Sheet - Nonmajor Governmental Funds 128 Combining Statement of Revenues, Expenditures, and Changes in Fund Table 4 - Balances - Nonmajor Governmental Funds 132 Schedules of Revenues, Expenditures, and Changes in Fund Balances - Real Property Assessed Values by Classification and Tax Rates Budget and Actual (Budgetary Basis): Table 6 - Highway Fund 135 Sewer Fund 136 Solid Waste Fund 137 Cemetery Fund 138 Parking Meter Fund 139 Vehicle Disposal Fund 140 Bikeway Fund 141 Workforce Innovation &Opportunity Act Fund 142 Golf Course Fund 143 Geothermal Relocation and Community Benefits Fund 144 Beautification Fund 145 Hawaii County Housing Agency 146 Park Dedication Fund 147 Short-term Vacation Rental Enforcement Fund 148 Geothermal Asset Fund 149 Combining Statement of Agency Funds Net Position -Custodial Funds 150 Combining Statement of Changes in Net Position -Custodial Funds 152 Combining Statement of Private Purpose Trust Net Position -Private Purpose Trusts 154 Combining Statement of Changes in Net Position -Private Purpose Trusts 155 STATISTICAL SECTION Table 1 - Net Position by Component 157 Table 2 - Changes in Net Position 158 Table 3 - Fund Balances, Governmental Funds 160 Table 4 - Changes in Fund Balance, Governmental Funds 161 Table 5 - Real Property Assessed Values by Classification and Tax Rates 162 Table 6 - Principal Taxpayers 166 Table 7 - Property Tax Levies and Collections 167 Table 8 - Ratios of Outstanding Debt by Type 168 Table 9 - Ratios of General Bonded Debt Outstanding 169 Table 10 - Legal Debt Margin Information 170 Table 11 - Demographic and Economic Statistics 171 Table 12 - Principal Employers, County of Hawaii 172 Table 13 - Full -Time Equivalent County Government Employees by Function 173 Table 14 - Operating Indicators by Function 174 Table 15 - Capital Asset Statistics by Functions 175 INTRODUCTORY SECTION Mitchell D. Roth Mayor January 27, 2023 County of Hawai"i Finance Department 25 Aupuni Street, Suite 2103 * Hilo, Hawaii 96720 (808) 961-8234 • Fax (808) 961-8569 The Honorable Mayor and Members of the Council County of Hawai `i 25 Aupuni Street Hilo, Hawai `i 96720 Deanna S. Sako Director Diane Nakagawa Deputy Director We transmit herewith the Annual Comprehensive Financial Report for the County of Hawai `i, State of Hawai `i (the County), for the fiscal year July 1, 2021 to June 30, 2022. This report was prepared by the County's Department of Finance. The accuracy of the financial statements and the completeness and fairness of their presentation are the responsibility of the County government. We believe the enclosed data are complete and accurate in all material respects and are reported in a manner designed to present fairly the financial position and results of operations of the various funds of the County. All disclosures necessary to convey the maximum understanding of the County's financial activities have been included. Management's discussion and analysis is also included to aid users of the financial statements. This report presents the financial position of the County of Hawaii at June 30, 2022 and results of operations for the fiscal year then ended. The report is divided into three sections: • The Introductory Section includes this transmittal letter, a Certificate of Achievement for Excellence in Financial Reporting, the County of Hawai`i's organization chart and lists of elected and principal officials. The Financial Section contains management's discussion and analysis, the basic financial statements, related notes, the combining and individual fund budgetary financial statements, and the independent auditors' report. The Statistical Section includes selected financial and demographic information, generally presented on a multi-year basis. This report includes all funds of the County of Hawai `i, including its component unit, the Department of Water Supply, established by the County Charter as a semi -autonomous body of the County government. This component unit is included in the County's reporting entity because of its financial relationship with the County. Hawai 'i County is an equal opportunity provider and employer. -1- 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 County does not provide such other traditional services as public education, hospitals and courts. These services are provided by the State government. The County consists of the island of Hawaii, 4,028 square miles in size. It is twice as large as the combined area of all the other inhabited islands in the Hawaiian Archipelago. Since there is no other local or municipal government within the County, there are no overlapping taxes and no overlapping debt. The County has an elected mayor and a nine -member council. Economic Condition and Outlook The island of Hawaii, commonly known as the Big Island, is located 214 miles from Honolulu, the state capital; 2,200 miles from the west coast of the continental United States; and 4,000 miles from Japan. The city of Hilo on the east side of the island serves as the county seat as well as the transportation and financial center for the Big Island. Hilo's infrastructure includes Hilo Harbor, a deep -water port, and Hilo International Airport, which is capable of handling fully - loaded wide-bodied aircraft. Kailua-Kona and South Kohala, major tourist destination areas on the west side of the Big Island, are served by flights from the United States mainland and Canada through the Kona International Airport, with flights from Tokyo beginning again. Scheduled freight services are available between the islands by air and sea transport. Communities on the island are linked by a network of State and County maintained streets and highways. The Big Island is the most diversified of the neighbor island economies. As a result it is buffered to some extent when any one industry lags. The unemployment rate for the County as of November 2022 was at 4.1 percent as compared to 4.5 percent from a year ago, which is according to the State of Hawaii Department of Business, Economic Development & Tourism (DBEDT). In addition to the mild climate and natural beauty it shares with other areas in the state, the County features the Hawai `i Volcanoes National Park, in addition to four other national parks 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 headlines that described the island as being covered with molten lava, the island has remained open for business. -2- Major Initiatives For the Year Public Safety — Groundbreaking for the new Joint Police/Fire Communications Center in Hilo took place in October 2021 and is expected to be completed in 2024. The Police Department assumed the animal control services function during the fiscal year and dealt with 2,162 animals including cats, dogs, fowl, cows, pigs, sheep, goats, horses, fish, rabbits, and guinea pigs. The Hawai' i Fire Department proceeded with the replacement of Chopper 2, which is expected to arrive in the summer of 2023. The new medical helicopter is an Airbus H125 that was purchased through generous donors via the Sayre Foundation. A new information and technology position was established for the Department, which has been tasked to bring the Department into the digital age by deploying mobile data terminals in the response vehicles and will later include GIS mapping data for command decisions and the streaming of live data to the responders. Public Works —Over the past fiscal year the Department of Public Works (DPW) completed major projects in our community including: • The Ali `i Drive Culvert Replacement, valued at $12 million, was completed in July 2021. The project included the demolition and reconstruction of a concrete culvert bridge. The new structure provides a wider stream flow opening, a longer span, with 16 -foot wide travel lanes and two 7 -foot wide sidewalks. It was also a project of the Statewide Transportation Improvement Program (STIP). • The Mamalahoa Highway Widening, Mud Lane to Mana Road, valued at $19.6 million, was completed in September 2021. The project created turn lanes at side intersections and included grading, paving, retaining walls, and installing pavement markings and signs. It was also a STIP project. • The Kilauea Avenue Rehabilitation, Wailoa Bridge to Pu` ainako Street, is valued at $12 million, was completed in June 2022. The project included pavement rehabilitation, installing pavement markers, striping, and traffic detectors. It is also a STIP project. Culture and Recreation - The Department continued to complete the ADA transition plan and completed accessibility improvements to the Pana`ewa Rainforest Zoo & Gardens and Equestrian Center, Dr. Francis F.C. Wong Stadium, Na`alehu Park and Community Center, Pahala Ballfield Facility and Hilo Bayfront Beach Park. For the Future Public Safety — The Police Department's major initiatives for the future include improvements to its facilities and initiating construction in progress projects, such as a new Kea` au Police Station, expansion and improvements to the Kona Station and replacing the PGV radio site and other towers. -3- Public Works - DPW is currently working on these major projects: • The Kalaniana`ole Avenue Reconstruction, Kamehameha/Railroad Avenue to Ka`uhane Avenue, is valued at $22 million. The project is in collaboration with the State 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 projected completion date is in December 2022. • The Hawaii County Emergency Call Center is valued at $31 million. The project includes a new 17,127 -square -foot essential facility building for the Police and Fire Dispatch. The project generally consists of site work, a parking lot (58 parking stalls), loading zones, landscaping, redundant generators, a fuel tank, and a communication tower. The projected completion date is March 2024. • The Waikoloa Road Rehabilitation, Mamalahoa Highway to Queen Ka` ahumanu Highway, is valued at $39 million and is scheduled to begin in May 2023. The project includes resurfacing the asphalt concrete pavement. The projected completion date is in September 2024. It is also a STIP project. • The Kilauea Lava Recovery repairs is valued at $82 million and is scheduled to begin in the Summer of 2023. This project will repair damages caused by the May 3, 2018 lava flow. The project completion date is in the Fall of 2025. It is also a project of the Federal Emergency Management Agency (FEMA). Culture and Recreation — A high priority for the Department is the development and implementation of its Action Plan, which includes a strategic plan, parks and cemetery maintenance plans, discontinued use of glyphosate products in the parks and implementing a Parks and Recreation's Homeless in the County working group. Other Financial Information Internal Control The management of the County is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the County are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. Budgetary Control The County maintains budgetary controls to ensure that legal provisions of the annual budget are complied with and that those expenditures do not exceed budgeted amounts. Activities of the general fund and special revenue funds are included in the annual appropriated operating budget. Project -length financial plans are adopted for the capital projects fund. Budgetary control is established at the department level. Formal budgetary integration is employed as a management control device for the general fund, special revenue funds, and the capital projects fund. Budgetary control for the debt service fund is achieved through general obligation bond indenture provisions. The basis of accounting used for the budgets of the general and special revenue funds differs from generally accepted accounting principles. Intergovernmental revenues are recognized when awarded by the granting agency, encumbrances and unexpended allotments are treated as expenditures for purposes of determining legal compliance with the annual budget, all leases are treated as operating leases, and accounts payable are not accrued. The County also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Encumbrances outstanding at fiscal year end are included in the various fund balance categories based on whether the resources are restricted, committed or assigned and do not constitute expenditures or liabilities because they will be honored during the following year. As demonstrated by the statements and schedules included in the financial section of this report, the County continues to meet its responsibility for sound financial management. Significant Accounting Policies 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 (GASB Statement No. 39) and Statement No. 61, The Financial Reporting Entity: Omnibus an 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. For further discussion on other significant accounting policies, refer to the notes to the basic financial statements. Financial Highlights In fiscal year 2022, overall expenses from governmental activities decreased by $100.5 million (15%) from the previous year, which was a result of the County experiencing a $41.3 million decrease in expenses related to net pension liability due to the large positive return on investments experienced by the State's retirement plan. In the prior fiscal year, the County incurred approximately $77.1 million of expenditures while responding to the additional needs caused by the COVID-19 pandemic. $77.0 million was funded by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which the County received from the State's allocation of federal funds and was in addition to the many other various federal grants received by the County. x•11 The positive impact of the above reduction in expenses was offset by a slight reduction in revenues. The County saw a $62.8 million reduction in operating grants and contributions, which was primarily a reflection of the fact that most of the grants that the County expended during the previous fiscal year was not extended into the current fiscal year. Most notably was the CARES Act grant previously discussed above. The negative impact of such a large decrease in one aspect of revenues was mitigated by increases in the other categories of revenue, which most notably included an increase in property taxes by $12.8 million due to a $1.7 billion increase in the assessed value of the net taxable real property, with the majority stemming from the category of taxable buildings ($1.5 million). Revenues from the general excise tax surcharge increased by $13.4 million from the prior year, which corresponds to improvements in the economy overall as the County and State recovered from the impacts of COVID-19, including increased tourism activity. The County also recognized $17.5 million in revenue from the County transient accommodations tax, under Act 1, 1St Special Session 2021, which became law on July 8, 2021. The counties were authorized to establish and administer their own transient accommodations tax (TAT) at a maximum rate of 3 percent. On December 10, 2021, Mayor Mitchell D. Roth signed into law Ordinance 21-89 which imposed a 3 percent HCTAT, which shall take effect on January 1, 2022. Monies collected were to be deposited into the general fund as unrestricted revenues. 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 Rules (HAR) to perform the audit. Employee Union Contracts Hawai' i County's civil service employees are members of eight different bargaining units, of which all contracts are set to expire on June 30, 2025. Certificate of Achievement The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the County of Hawaii for its Annual Comprehensive Financial Report for the fiscal year ended June 30, 2021. This was the thirty fourth consecutive year that the government has received this prestigious award. In order to be awarded a Certificate of Achievement, a government must publish an easily readable and efficiently organized annual comprehensive financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current Annual Comprehensive Financial Report continues to meet the Certificate of Achievement Program's requirements, and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments The preparation of this report was made possible by the efficient and dedicated services of the entire staff of the Department of Finance and fiscal personnel in other departments. I am grateful for their help in preparing this report. I also thank the Mayor and the members of the County Council for their interest and support in assuring the continuing sound financial condition of the County of Hawai `i. Deanna S ako Director of Finance %! Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to County of Hawaii Hawaii For its Annual Comprehensive Financial Report For the Fiscal Year Ended June 30, 2021 Executive Director/CEO County of Hawaii Organization Chart I County Council I County County Clerk Auditor Departments under direct supervision of the Managing Director: Corporation Counsel Finance Planning Environmental Management Research &Development Public Works Parks &Recreation Information Technology County Electorate Mayor 1-� Prosecuting Attorney Office of Management: Managing Director Agencies under direct supervision of the Managing Director: Civil Defense Office of Aging Mass Transit Office of Housing & Community Development Departments under commissions and administrative supervision of the Mayor: Human Resources Police Liquor Control Fire Water Supply (semi -autonomous) County of Hawaii Elected Officials June 30, 2022 Administrative Officers (Term: 2020-2024) Mitchell Roth Mayor Kelden Waltjen Prosecuting Attorney County Council (Term: 2020-2022) Maile "Medeiros" David Chair Aaron S.Y. Chung Vice Chair Heather L. Kimball Member Susan L. K. Leeloy Member Ashley L. Kierkiewicz Member Matt Kane ali'i-Kleinfelder Member Rebecca Villegas Member Holeka Goro Inaba Member Herber M. "Tim" Richards III, DVM Member -10- Principal Officials June 30, 2022 County Clerk Jon Henricks County Auditor Tyler Benner Managing Director Lee Lord, PhD Deputy Managing Director Bobby Command Corporation Counsel Elizabeth Strance Director of Finance Deanna Sako Planning Director Zendo Kern Director of Personnel Waylen Leopoldino Director of Research and Development Douglass Adams Chief of Police Paul Ferreira Fire Chief Kazuo Todd Director of Public Works Steven Rodenhurst Director of Environmental Management Ramzi Mansour Parks and Recreation Director Maruice Messina Manager -Chief Engineer, Department of Water Supply Keith Okamoto Civil Defense Administrator Talmadge Magno Director of Liquor Control Gerald Takase Mass Transit Administrator, Acting John Andoh III Executive on Aging William Farr III Administrator, Office of Housing and Community Development Susan Kunz Director of Information Technology Scott Uehara - 11 - This page intentionally left blank. -12- FINANCIAL SECTION h r k 1k N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS INDEPENDENT AUDITOR'S REPORT To the Chair and Members of the County Council County of Hawaii Report on the Audit of the Financial Statements Opinions 999 BISHOP STREET, SUITE 2200 HONOLULU, HAWAII 96813 T (808) 524-2255 F (808) 523-2090 We have audited the financial statements of the governmental activities, the business -type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County of Hawaii, State of Hawaii (County), as of and for the fiscal year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the County's basic financial statements as listed in the table of contents. In our opinion, the accompanying financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business - type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County, as of June 30, 2022, and the respective changes in financial position and, where applicable, cash flows thereof and the respective budgetary comparison for the general fund and general excise tax fund for the fiscal year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinions We have conducted our audit in accordance with auditing standards generally accepted in the United States of America (GARS) and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (Government Auditing Standards). Our responsibilities under those standards are further described in the Auditor's Responsibilities for the Audit of the Financial Statements section of our report. We are required to be independent of the County and to meet our other ethical responsibilities, in accordance with the relevant ethical requirements relating to our audit. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Emphasis of Matter Adoption of New Accounting Principle As discussed in Note 1 to the financial statements, the County adopted the Governmental Accounting Standards Board Statement No. 87, Leases, during the fiscal year ended June 30, 2022. Our opinions are not modified with respect to this matter. -13- N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS Responsibilities of Management for the Financial Statements Management is responsible for the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of the financial statements that are free from material misstatement, whether due to fraud or error. In preparing the financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the County's ability to continue as a going concern for twelve months beyond the financial statement date, including any currently known information that may raise substantial doubt shortly thereafter. Auditor's Responsibilities for the Audit of the Financial Statements Our objectives are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor's report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GRAS and Government Auditing Standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements. In performing an audit in accordance with GRAS and Government Auditing Standards, we: • Exercise professional judgment and maintain professional skepticism throughout the audit. • Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks. Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the financial statements. • Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the County's internal control. Accordingly, no such opinion is expressed. • Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements. • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the County's ability to continue as a going concern for a reasonable period of time. -14- N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control -related matters that we identified during the audit. Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management's discussion and analysis (pages 17 through 27), schedule of changes in the net OPEB liability and related ratios (pages 113 through 117), schedule of contributions (OPEB) (pages 118 through 120), schedule of the County's and Departments proportionate share of the net pension liability (ERS) (page 121), schedule of the employer pension contributions (ERS) (pages 122 through 123), and schedule of changes in total pension liability (bandsmen pension) (pages 124 through 125) be presented to supplement the basic financial statements. Such information is the responsibility of management and, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with GARS, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with managements responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Supplementary Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the County's basic financial statements. The combining and individual nonmajor fund financial statements and budgetary comparison schedules are presented for purposes of additional analysis and are not a required part of the basic financial statements. Such information is the responsibility of management and was derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. The information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with GRAS. In our opinion, the combining and individual nonmajor fund financial statements and budgetary comparison schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. Other Information Management is responsible for the other information included in the annual report. The other information comprises the introductory and statistical sections but does not include the basic financial statements and our auditor's report thereon. Our opinions on the basic financial statements do not cover the other information, and we do not express an opinion or any form of assurance thereon. -15- N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS In connection with our audit of the basic financial statements, our responsibility is to read the other information and consider whether a material inconsistency exists between the other information and the basic financial statements, or the other information otherwise appears to be materially misstated. If, based on the work performed, we conclude that an uncorrected material misstatement of the other information exists, we are required to describe it in our report. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated January 27, 2023, on our consideration of the County's internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is 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 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 Government Auditing Standards in considering the County's internal control over financial reporting and compliance. Honolulu, Hawaii January 27, 2023 -16- MANAGEMENT'S DISCUSSION AND ANALYSIS This section of the County of Hawai`i's (the County) Annual Comprehensive Financial Report presents a narrative overview and analysis of the financial activities of the County for the fiscal year ended June 30, 2022. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal. FINANCIAL HIGHLIGHTS • The assets and deferred outflows of resources of resources of the County exceeded its liabilities and deferred inflows of resources at the end of the fiscal year by $318.5 million (net position). This amount includes a negative balance of $755.5 million in unrestricted net position, a positive increase of $125.2 million from the prior year, which is explained in the sections below. This amount includes $2.0 billion of total assets and $172.4 million of total deferred outflows of resources; $1.6 billion of total liabilities and $223.4 million of total deferred inflows of resources. As of the end of fiscal year 2022, the County's governmental funds reported combined ending fund balances of $376.4 million, an increase of $42.6 million from the prior year. Approximately 36 percent of this total amount, $135.9 million, is available for spending at the County's discretion (unrestricted fund balance). At the end of the current fiscal year, unrestricted fund balance for the general fund was $81.6 million, or 21 percent of total general fund expenditures. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the County's basic financial statements. The County's basic financial statements comprise three components: (1) Government -wide financial statements, (2) Fund financial statements, and (3) Notes to the basic financial statements. This report also contains both required and other supplementary information in addition to the basic financial statements themselves. Government -wide Financial Statements The government -wide financial statements are designed to provide readers with a broad overview of the County's finances, in a manner similar to a private -sector business. The statement of net position presents information on all of the County's assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference 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 taxes and expenses pertaining to earned but unused vacation and sick leave. Both of the government -wide financial statements distinguish functions of the County that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the County include public safety, highways and streets, health, education and welfare, culture and recreation, -17- sanitation and general government. The business -type activities of the County include rental housing for senior citizens and families. The government -wide financial statements include not only the County itself (known as the primary government), but also the Department of Water Supply, a legally separate entity that the County is financially accountable for. Financial information for this component unit is reported separately from the financial information presented for the primary government itself. Fund Financial Statements The fund financial statements are designed to report information about groupings of related accounts which are used to maintain control over resources that have been segregated for specific activities or objectives. The County, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. All of the funds of the County can be divided into the following three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements — i.e., most of the County's basic services are reported in governmental funds. These statements, however, focus on (1) how cash and other financial assets can readily be converted to available resources and (2) the balances left at year-end that are available for spending. Such information may be useful in determining what financial resources are available in the near future to finance the County's programs. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long-term impact of the government's near-term financing decisions. Both the governmental funds balance sheet and the governmental funds statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. 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 of the non -major governmental funds is provided in the form of combining statements elsewhere in this report. The County adopts an annual appropriated budget for its general fund and special revenue funds. A budgetary comparison statement has been provided for these funds to demonstrate compliance with this budget. The budgetary comparison statement for the general fund and the general excise tax fund are located in the basic financial statements, whereas the budgetary comparison schedules for the nonmajor special revenue funds are presented elsewhere in this report. Proprietary funds. Proprietary funds are generally used to account for services for which the County charges outside customers. Proprietary funds provide the same type of information as shown in the government -wide financial statements, only in more detail. The County maintains only one type of proprietary funds, enterprise funds. Enterprise funds are used to report the same functions presented as business -type activities in the government - wide financial statements. The County uses enterprise funds to account for the operations of the Kulaimano Elderly Housing Project and the Ouli Ekahi Affordable Housing Project. Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the County. The private -purpose trusts and the custodial funds are reported under the fiduciary funds. Since the resources of these funds are not available to support the County's own programs, they are not reflected in the government -wide financial statements. The accounting used for fiduciary funds is much like that used for proprietary funds. Notes to the Basic Financial Statements The notes to the basic financial statements provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. Other Supplementary Information In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information, which is presented immediately following the notes to the basic financial statements. The combining statements referred to earlier in connection with nonmaj or governmental funds and budgetary comparison schedules for the nonmaj or special revenue funds are presented immediately following the required supplementary information. GOVERNMENT -WIDE FINANCIAL ANALYSIS Condensed Statements of Net Position June 30, 2022 and 2021 Deferred Inflows Of Resources: 223406,926 74,995,154 -- -- 223406,926 74,995,154 Total Liabilities and Deferred Inflows Of Resources 1,848,67906 1,892,84300 131,550 202,355 1,848,811,356 1,893,046,015 Net position: Primary Government Net investment in Governmental Activities Business -type Activities Total 955,734,185 2022 2021 2022 2021 2022 2021 Assets: 146,204,814 Unrestricted (756,512,631) (881,626,311) 103,398 884,574 (755,509,233) (880,741,737) Current and other assets $ 562,83101 $ 483,615,506 $ 1,093447 $ 986,238 $ 563,924,528 $ 484,601,744 Capital assets, net 1,427,420,194 1,382,181,844 3,555,355 3,507,197 1430,975,549 1,38509,041 Total assets 1,990,251,275 105,797,350 4,64802 4493435 1,994,900,077 1,870,290,785 Deferred Outflows Of Resources: 172440,984 209,23709 -- -- 172440,984 209,23709 Total Assets and Deferred Outflows of Resources 2,162,692,259 2,075,034439 4,64802 4493435 2,167,34101 2,079,527,874 Liabilities: Long-term liabilities outstanding 1,482,602,194 1,703,789,631 41,501 10091 1,482,643,695 1,703,890,322 Other liabilities 142,67006 114,058,875 90,049 10104 142,760,735 114,160,539 Total liabilities 1,625,27200 1,817,848,506 131,550 202,355 1,625404430 1,818,05001 Deferred Inflows Of Resources: 223406,926 74,995,154 -- -- 223406,926 74,995,154 Total Liabilities and Deferred Inflows Of Resources 1,848,67906 1,892,84300 131,550 202,355 1,848,811,356 1,893,046,015 Net position: Net investment in capital assets 955,734,185 917,612,276 3,513,854 3406,506 959,248,039 921,018,782 Restricted 114,790,899 146,204,814 -- -- 114,790,899 146,204,814 Unrestricted (756,512,631) (881,626,311) 103,398 884,574 (755,509,233) (880,741,737) Total net position $ 314,012453 $ 182,190,779 $ 4,517,252 $ 4,29100 $318,529,705 $186481,859 -19- 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 and deferred outflows of resources exceeded liabilities and deferred inflows of resources by $318.5 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 how they may be used. At the end of the current fiscal year, the County is 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 by $132.0 million from the prior year, which was an increase of $98.6 million (295%) from the increase that was experienced last fiscal year. The main reasons for the large increase in the current year's increase over last year, was due to a substantial decrease in expenditures related to the County's net pension liability, which was offset by a slight decrease in overall revenues. See further discussion regarding the changes in the County's net position in the section labeled Analysis of Changes in Net Position. The County's net capital assets increased by $45.3 million (3 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 25. The County's long-term liabilities outstanding decreased by $221.2 million (13 percent) due primarily to the principal payments made for both bonds and SRF loans and amortization of related bond premiums totaling $36.9 million and the changes in the net liabilities of the other post -employment benefit obligation and the pension obligation. There was a $131.1 million decrease in the County's net pension liability and a $61.5 decrease in the net other post - employment benefit obligation. See further discussion of the increase in long-term debt outstanding on page 25. -20- Condensed Statements of Activities For the Fiscal Years Ended June 30, 2022 and 2021 Primary Government Governmental Activities Business -type Activities Total Analysis of Changes in Net Position Governmental activities. Governmental activities increased the County's net position by $131.8 million, which represented almost the entire total increase in net position of the County. There was only a $250,000 (less than a fraction of 1 percent) increase in revenues from governmental activities, due to the offsetting following factors. As mentioned previously, the County saw a $62.8 million reduction in operating grants and contributions, which was primarily a reflection of the fact that most of the grants that the County expended during the previous fiscal year was not extended into the current fiscal year. Most notably was the CARES Act grant previously discussed above. The negative impact of such a large decrease in one aspect of revenues was mitigated by increases in the other categories of revenue, which most notably included an increase in property taxes by $12.8 million due to a $1.7 billion increase in the assessed value of the net taxable real property, with the majority stemming from the category of taxable buildings ($1.5 million). Revenues from the general excise tax surcharge increased by $13.4 million from the prior year, which corresponds to improvements in the economy overall as -21- 2022 2021 2022 2021 2022 2021 Revenues: Program revenues: Charges for services $ 59,815,972 $ 52,163,107 $ 500,472 $ 485498 $ 60,316444 $ 52,64805 Operating grants and contributions 102,386,921 165,236,320 277,837 262,821 10204,758 165499,141 Capital grants and contributions 36,716,672 28,772,337 - - 36,716,672 28,772,337 General revenues: Property taxes 372,144,094 359,304,950 - - 372,144,094 359,304,950 Other taxes 119,947,854 85,477,138 - - 119,947,854 85,477,138 Grants and contributions, unrestricted 638,219 556488 - - 638,219 556488 Investment earnings 19002 552408 436 392 190438 55200 Other 1,698,844 1,225,852 - - 1,698,844 1,225,852 Total revenues 693,538,578 693,28800 778,745 748,711 694,317,323 694,037,311 Expenses: General government 84,642,838 88,736,125 - - 84,642,838 88,736,125 Public safety 242,555,050 353,31806 - - 242,555,050 353,31806 Highways and streets 66,452,718 71,62509 - - 66,452,718 71,62509 Health, education and welfare 61,230,308 48,21304 728454 740,211 61,958,72 48,954,075 Culture and recreation 32,573,321 25,092,892 - - 32,573,321 25,092,892 Sanitation 61,075,307 61,260,244 - - 61,075,307 61,260,244 Interest on long-term debt 13,011,481 13,811,108 - - 13,011,481 13,811,108 Total expenses 561,541,023 662,058,128 728454 740,211 562,269,477 662,798,339 Increase in net position before transfers 131,997,555 31,230472 50,291 8,500 132,047,846 31,238,972 Transfers (175,881) (1,669,662) 175,881 1,669,662 - - Change in net position 131,821,674 29,560,810 226,172 1,678,162 132,047,846 31,238,972 Net position at beginning of year 182,190,779 150411,099 4,291,080 2,612,918 186481,859 153,024,017 Prior period adjustment -- 2,218,870 -- -- -- 2,218,870 Net position at beginning of year, as restated 182,190,779 152,629,969* 4,291,080 2,612,918 186481,859 155,24207 Net position at end of year $ 314,012453 $ 182,190,779 $ 4,517,252 $ 4,291,080 $ 318,529,705 $ 186,481,859 *Due to the implementation of GASB 84, a prior period adjustment to governmental activities of $2,218,870 is reflected in June 2021. The restated beginning balance for fiscal year 2021 is $152,629,969 for governmental activities. Analysis of Changes in Net Position Governmental activities. Governmental activities increased the County's net position by $131.8 million, which represented almost the entire total increase in net position of the County. There was only a $250,000 (less than a fraction of 1 percent) increase in revenues from governmental activities, due to the offsetting following factors. As mentioned previously, the County saw a $62.8 million reduction in operating grants and contributions, which was primarily a reflection of the fact that most of the grants that the County expended during the previous fiscal year was not extended into the current fiscal year. Most notably was the CARES Act grant previously discussed above. The negative impact of such a large decrease in one aspect of revenues was mitigated by increases in the other categories of revenue, which most notably included an increase in property taxes by $12.8 million due to a $1.7 billion increase in the assessed value of the net taxable real property, with the majority stemming from the category of taxable buildings ($1.5 million). Revenues from the general excise tax surcharge increased by $13.4 million from the prior year, which corresponds to improvements in the economy overall as -21- the County and State recovered from the impacts of COVID-19, including increased tourism activity. The County also recognized $17.5 million in revenue from the County transient accommodations tax, under Act 1, 1 St Special Session 2021, which became law on July 8, 2021. The counties were authorized to establish and administer their own transient accommodations tax (TAT) at a maximum rate of 3 percent. On December 10, 2021, Mayor Mitchell D. Roth signed into law Ordinance 21-89 which imposed a 3 percent HCTAT, which shall take effect on January 11 2022. Monies collected were to be deposited into the general fund as unrestricted revenues. Overall expenses from governmental activities decreased by $100.5 million (15%) from the previous year, which was a result of the County experiencing a $41.3 million decrease in expenses related to net pension liability due to the large positive return on investments experienced by the State's retirement plan. In the prior fiscal year, the County incurred approximately $77.1 million of expenditures while responding to the additional needs caused by the COVID-19 pandemic. $77.0 million was funded by the Coronavirus Aid, Relief, and Economic Security Act (CARES Act), which the County received from the State's allocation of federal funds and was in addition to the many other various federal grants received by the County. 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 (43 percent), followed by general government (15 percent) and highways and streets (12 percent). General revenues such as property and other taxes are not shown by program, but are effectively used to support program activities countywide. For governmental activities overall, without regard to programs, property taxes are the largest single source of funds (54 percent), followed by other taxes (17 percent) and operating grants and contributions (15 percent). Expenses and Program Revenues — Governmental Activities Year Ended June 30, 2022 $300,000,000 $250,000,000 $200,000,000 $150,000,000 $100,000,000 $50,000,000 $0 Expenses ■ Program revenues r�aA �\o� cp \off a � -22- Revenue by Source — Governmental Activities Year Ended June 30, 2022 Grants and contributions not restricted to specific programs, $638,219 Investment earnings, $190,002 Other taxes, — $119,947,854 Property t $372,144, Other, $1,698,844 Charges for services, $59,815,972 Operating grants and contributions, $102,386,921 Capital grants and contributions, $36,716,672 Business -type activities. Business -type activities net position increased by $226,000 and had an extremely minimal impact on the increase in the County's net position overall. The largest factor that contributed to the increase is the capital asset transfer from the governmental activities of $176,000. Expenses for health, education and welfare account for all of the $728,454 of expenses which represents a 2 percent decrease from the prior year, with the largest decrease occurring in the area of general administration charges. Charges for services were $500,472 and operating grants and contributions were $277,837, 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. Governmental funds. The focus of the County's governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the County's financing requirements. In particular, unrestricted fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. As of the end of fiscal year 2022, the County's governmental funds reported combined ending fund balances of $376.4 million, an increase of $42.6 million (13 percent) in comparison with prior year. Approximately 36 percent of this total amount ($135.9 million) constitutes unrestricted fund balance. The unrestricted portion of the fund balance is comprised of (1) $58.8 million in committed fund balance, (2) $50.4 million in assigned fund balance, and (3) $26.6 million in unassigned fund balance. The remainder of the fund balance is divided between $8.3 million in nonspendable fund balance for inventory and prepaid items and $232.2 million in restricted fund balance. Approximately 83 percent of the total restricted fund balance is due to restrictions relating to highways, streets and abandoned vehicles ($144.8 million) and debt service -23- ($46.9 million). $67.2 million of the fund balance restricted for highways, streets and abandoned vehicles was due to the General Excise Tax fund that was created in fiscal year 2019, 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 $29.3 million due primarily to increased sales activity throughout the County, which also correlates to the increased levels of tourism. 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 $81.6 million, while total fund balance increased to $111.6 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 21 percent of total general fund expenditures, while total fund balance represents 29 percent of that same amount. The fund balance of the County's general fund increased by $23.0 million during the current fiscal year as compared to an increase of $3.7 million in the prior year. Key factors in this substantial increase ($19.3 million) over last year's increase are as follows: • A positive increase of $17.5 million (5 percent) in real property tax revenues and $12.8 million (100%) in County transient accommodations tax were offset by a $74.6 million (56%) decrease in intergovernmental revenues. As previously stated, the decrease that the County experienced in operating grants and contributions was primarily a reflection of the fact that most of the grants that the County expended during the previous fiscal year was not extended into the current fiscal year. Most notably was the CARES Act grant previously discussed above that was recorded in the general fund. The negative impact of such a large decrease in one aspect of revenues was mitigated by increases in the other categories of revenue, which most notably included an increase in property taxes and the County transient accommodations tax, both of which were discussed previously. • The negative impact of the increase in revenues was offset by decreases of $55.6 million (13 percent) in expenditures. As explained previously, the County no longer focused on funding costs related to emergency protective measures resulting from the COVID-19 pandemic, with the assistance of the financial aid that was received by the federal government. In the prior year, the County incurred approximately $77.1 million of expenditures while responding to the additional needs caused by the COVID-19 pandemic. These expenditures were represented just one of the many federal grants received by the County to assist in dealing with the additional financial burden resulting from the pandemic that did not occur in the current year. The fund balance of the County's capital projects fund decreased by $24.0 million (25 percent) during the current fiscal year. The decrease is primarily due to the fact that there was zero amount of other financing sources resulting from new issuances of debt by the County in the current fiscal year. Despite the absence new issuances of debt, the Capital projects fund incurred $52.8 million in capital expenditures, which was only $3.9 million less than the prior year and a decrease of only 7 percent. See discussion regarding construction activity during the current year in the capital asset section below. The debt service funds consist of the Bond Redemption Fund and the Interest Fund. These funds have combined total fund balances of $46.9 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 $1.8 million, which was a 4 percent change from the prior year. The increase in fund balance was lower than the increase experienced in the prior year due to the fact that the -24- amount of transfers -in matched more closely with the actual expenditures incurred for principal and interest payments. Proprietary funds. The County's proprietary funds provide the same type of information found in the government -wide financial statements, but in more detail. Unrestricted net position of the Kulaimano Elderly Housing Project (Kulaimano) at the end of the year amounted to $391,695, and $611,703 for the Ouli Ekahi Affordable Housing Project (Ouli Ekahi). Unrestricted net position for Kulaimano increased by $122,346 and unrestricted net position for Ouli Ekahi decreased by $3,522. Other factors concerning the finances of these two funds have already been addressed in the discussion of the County's business -type activities. GENERAL FUND BUDGETARY HIGHLIGHTS Differences between the original budget and the final amended budget were primarily the result of a $77.9 million increase in appropriations for expenditures and other financing uses, the most significant reasons were due to $50.1 million of additional grant appropriations from the federal government relating to mass transit ($18.5 million) from the Federal Transit Administration and the Community Development Block Grant funding from the U.S. Department of Housing and Urban Development($31.1 million). Differences between the final budget and the actual (budgetary basis) resulted in approximately $15.6 million less revenues than expected and $42.5 million less expenditures than appropriated. This is primarily due to the following factors: • Although revenue generated from taxes exceeded the budget by $32.2 million, revenue from grants and other sources fell short of the budget by $16.6 million. Approximately $16.5 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 due primarily to unfilled vacancies and continued efforts by each department to control payroll costs during the budget year due to the tough economic conditions facing the County. The following functions are responsible for the majority of the total variance in expenditures: public safety ($13.7 million) and highways and streets ($9.0 million). CAPITAL ASSET AND DEBT ADMINISTRATION Capital assets. The County's investment in capital assets for its governmental and business -type activities as of June 30, 2022 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 roads and bridges. The total increase in the County's investment in capital assets for the current fiscal year was 3 percent. Major capital asset events during the current fiscal year included the following: Construction continued on the Hawaii County Radio System Upgrade project; construction in progress as of the end of the current fiscal year had reached $18.2 million with $2.4 million coming from the current fiscal year. Construction continued on the Hilo Wastewater Treatment Plan Upgrade project; construction in progress as of the end of the current fiscal year had reached $2.4 million with $1.9 million coming from the current fiscal year. -25- Construction continued on the Dr. Francis Wong Stadium Accessibility Improvements project; construction in progress as of the end of the current fiscal year had reached $3.8 million with $.5 million coming from the current fiscal year; project was transferred to Buildings. Construction continued on the Papa` aloa Park and Pa` auilo Park Accessibility Improvements project; construction in progress as of the end of the fiscal year had reached $3.1 million with $2.7 million coming from the current fiscal year. Construction continued on the Pana` ewa Rainforest Zoo & Gardens and the Pana` ewa Equestrian Center Accessibility Improvements projects; construction in progress as of the end of the current fiscal year had reached $10.7 million with $.4 million coming from the current fiscal year; project was transferred to Buildings. 0 Construction continued on the Kalaniana`ole Avenue Reconstruction project; construction in progress as of the end of the fiscal year had reached $9.4 million with $3.7 million coming from the current fiscal year. 0 Construction continued on the Kilauea Avenue Rehabilitation project; construction in progress as of the end of the current fiscal year had reached $11.3 million with $5.8 million coming from the current fiscal year. • Construction began on the Waianuenue Avenue Rehabilitation project; construction in progress as of the end of the fiscal year had reached $4.2 million. 0 Construction continued on the Hawaii County Emergency Call Center project; construction in progress as of the end of the fiscal year had reached $9.7 million with $8.0 million coming from the current fiscal year. • $18.1 million of dedicated roads were received by the County in the current fiscal year. Capital Assets (net of depreciation) June 30, 2022 and 2021 Primary Government Governmental Activities Business -type Activities Total 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 $373.4 million and State Revolving Fund loans of $46.8 million. At the end of the current fiscal year, the County had total bonded debt outstanding of $373.4 million. This entire amount was comprised of general obligation bonds which are backed by the full faith and credit of the County. -26- 2022 2021 2022 2021 2022 2021 Land and improvements $ 310,93001 $ 292,632,722 $ 753,877 $ 753,877 $ 31104,538 $ 293,386,599 Infrastructure assets 281,053,440 297,110,815 - - 281,053,440 297,110,815 Ground and site improvements - - 36,158 40,505 36,158 40,505 Buildings and improvements 64540903 641,57508 2,699466 2,630,029 648,109,329 644,205,637 Easements 15,570,853 11,240,425 - - 15,570,853 11,240,425 Right to use assets 14420,125 -- -- -- 14420,125 -- Equipment 63,135,522 65,571,550 65,854 82,786 63,201,376 65,654,336 Construction work in progress 96,899,730 74,050,724 - - 96,899,730 74,050,724 Total $1427420,194 $1,382,181,844 $ 3,555,355 $ 3,507,197 $1430,975,549 $1,38509,041 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 $373.4 million and State Revolving Fund loans of $46.8 million. At the end of the current fiscal year, the County had total bonded debt outstanding of $373.4 million. This entire amount was comprised of general obligation bonds which are backed by the full faith and credit of the County. -26- The County's total bonded debt decreased by $27.5 million (7 percent) during the current fiscal year, which represented regularly scheduled principal payments of $27.5 million. At the end of the fiscal year, the County held an "AA" rating from Standard & Poor's, an "AA+" 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 $5.5 billion, which is in excess of the County's outstanding general obligation debt. Currently the County's outstanding debt represents 7 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 4.3 percent, which is 4.3 percent lower than at the end of the prior fiscal year. This serves as an indication of the improving economic outlook for the island. • The number of domestic and international visitors to the County for the current fiscal year was approximately 1.5 million, with an approximately 159 percent increase from the previous year's count of .58 million, which further demonstrates that the County is returning to pre -pandemic conditions. At the end of the current fiscal year, unrestricted fund balance in the general fund was $81.6 million. The County has appropriated $27.9 million of this amount for spending in the 2023 fiscal year budget and the majority is included in the assigned portion of the fund balance. REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the County's finances for all those with an interest in the government's finances. Questions concerning any of the information provided in this report or requests for additional information should be addressed to the Director of Finance, County of Hawaii, 25 Aupuni Street, Suite 2103, Hilo, Hawaii 96720. -27- This page intentionally left blank. 9'� BASIC FINANCIAL STATEMENTS -29- COUNTY OF HAWAII Statement of Net Position June 30, 2022 Primary Government Governmental Business -type Component Assets Current assets: Cash and cash equivalents (notes 3 and 14) Restricted cash and cash equivalents (note 3) Investments (note 3) Receivables, net (note 4) Receivable from improvement district (notes 4 and 10) Internal balances (note 5) Inventories Prepaid expenses Other Total current assets Investments (note 3) Restricted investments (note 3) Restricted cash and cash equivalents (note 3 and 14) Receivable from improvement district, excluding current portion (notes 4 and 10) Other Capital assets (notes 6, 8 and 14): Utility plant in service, net Infrastructure assets, net Ground and site improvements, net Buildings and improvements, net Equipment, net Easements, net Preliminary survey and investigation charges Land and improvements Right to use assets, net Construction work in progress Total capital assets, net Total noncurrent assets Total assets Deferred Outflows of Resources Deferred loss on refunding Deferred outflow related to pensions and other post employment benefits (notes 13 and 14) Total deferred outflows of resources Total Assets and Deferred Outflows of Resources $ 169,763,739 $ 1,286,006 $ 171,049,745 $ 23,181,846 248,970,450 43,651 249,014,101 - 4,946,772 - 4,946,772 16,000,000 107,533,435 17,147 107,550,582 13,146,709 181,057 - 181,057 - 329,971 (329,971) - - 7,505,704 - 7,505,704 1,593,673 823,678 3,912 827,590 60,288 4,686,894 - 4,686,894 207,387 544,741,700 1,020,745 545,762,445 54,189,903 10,740,905 - 10,740,905 4,000,000 2,788,605 - 2,788,605 - - 72,702 72,702 888,225 3,913,659 - 3,913,659 - 646,212 - 646,212 2,241,897 - - - 278,073,957 281,053,440 - 281,053,440 - - 36,158 36,158 - 645,409,863 2,699,466 648,109,329 - 63,135,522 65,854 63,201,376 - 15,570,853 - 15,570,853 - - - - 2,213,049 310,930,661 753,877 311,684,538 5,324,040 14,420,125 - 14,420,125 257,452 96,899,730 - 96,899,730 19,937,881 1,427,420,194 3,555,355 1,430,975,549 305,806,379 1,445,509,575 3,628,057 1,449,137,632 310,694,604 1,990,251,275 4,648,802 1,994,900,077 367,126,404 4,063,708 - 4,063,708 - 172,440,984 - 172,440,984 7,448,161 2,162,692,259 4,648,802 2,167,341,061 374,574,565 -30- COUNTY OF HAWAII Statement of Net Position June 3 0, 2022 (Concluded) -31- Primary Government Governmental Business -type Component Activities Activities Total Unit Liabilities Current liabilities: Accounts payable and accrued liabilities $ 26,196,875 $ 77,569 $ 26,274,444 $ 6,577,539 Accrued payroll 12,512,624 - 12,512,624 2,029,486 Advance collections - intergovernmental 93,723,963 7,432 93,731,395 - Interest due on long-term debt 5,880,657 4,831 5,885,488 414,870 Bonds and loans payable, current portion net (notes 10 and 14) 36,987,218 16,500 37,003,718 5,902,341 Compensated absences, current portion (note 10) 10,236,803 - 10,236,803 644,977 Claims and judgments, current portion (notes 10, 12 and 14) 5,876,117 - 5,876,117 138,464 Leases and other financing agreements, current portion (notes 8 and 10) 5,785,096 - 5,785,096 31,569 Landfill costs payable, current portion (notes 9 and 10) 1,844,006 - 1,844,006 - Customers' deposits - - - 234,727 Other 4,656,567 217 4,656,784 - Total current liabilities 203,699,926 106,549 203,806,475 15,973,973 Noncurrent liabilities: Bonds and loans payable, net (notes 10 and 14) 443,195,185 25,001 443,220,186 69,176,692 Compensated absences (note 10) 36,848,888 - 36,848,888 1,309,499 Claims and judgments (notes 10, 12 and 14) 16,654,861 - 16,654,861 161,536 Leases and other financing agreements (notes 8 and 10) 18,537,357 - 18,537,357 227,517 Landfill costs payable (notes 9 and 10) 9,226,994 - 9,226,994 - Customers' deposits - - - 16,203,571 Net pension liability (notes 13 and 14) 565,988,032 - 565,988,032 29,017,165 Net OPEB liability (notes 13 and 14) 311,503,693 - 311,503,693 10,451,786 Other 19,617,944 - 19,617,944 - Total noncurrent liabilities 1,421,572,954 25,001 1,421,597,955 126,547,766 Total liabilities 1,625,272,880 131,550 1,625,404,430 142,521,739 Deferred Inflows of Resources Deferred inflows related to pensions and other post employment benefits (notes 13 and 14) 217,182,490 - 217,182,490 11,425,594 Deferred inflows - other 6,224,436 - 6,224,436 2,591,814 Total Deferred Inflows of Resources 223,406,926 - 223,406,926 14,017,408 Total Liabilities and Deferred Inflows of Resources 1,848,679,806 131,550 1,848,811,356 156,539,147 Net Position Net investment in capital assets 955,734,185 3,513,854 959,248,039 228,036,135 Restricted for: Debt service (note 10) 46,874,048 - 46,874,048 - Highways, streets and abandoned vehicles 40,056,169 - 40,056,169 - Public access open space 12,172,697 - 12,172,697 - Disaster and emergencies 8,493,427 - 8,493,427 Other 7,194,558 - 7,194,558 - Unrestricted (756,512,631) 1,003,398 (755,509,233) (10,000,717) Total net position $ 314,012,453 $ 4,517,252 $ 318,529,705 $ 218,035,418 See accompanying notes to the basic financial statements. -31- COUNTY OF HAWAII Statement of Activities For the Fiscal Year Ended June 30, 2022 Functions/Programs Primary government: Governmental activities: General government Public safety Highways and streets Health, education and welfare Culture and recreation Sanitation Interest on long-term debt Program Revenues Operating Capital Charges for Grants and Grants and Expenses Services Contributions Contributions $ 841642,838 $ 115051745 $ 514961977 $ 318491522 24215551050 8137503 38,480,639 113531960 6614521718 1716171754 714041688 2913231912 61,230,308 9301661 5011541948 161511 32,5731321 11779,503 411969 2111403 6110751307 1 � Al 1 not 2916061706 8071700 119611364 Total governmental activities 56115411023 591815,972 102,3861921 3617161672 Business -type activities: Health, education and welfare 7281454 5001472 2771837 - Total primary government $ 56212691477 $ 6013161444 $ 10216641758 $ 36,7161672 Component unit: Water (note 15) $ 6216241927 $ 5715831247 $ - $ 1216531207 General revenues: Taxes: Property taxes, levied for general purposes Public service company taxes County transient accomodations tax Franchise taxes Fuel taxes General excise tax surcharge Grants and contributions not restricted to specific programs Investment earnings (expense) Miscellaneous Transfers Total general revenues Change in net position Net position, beginning of fiscal year, as previously stated Prior period adjustment Net position, beginning of fiscal year, as restated Net position, end of fiscal year See accompanying notes to the basic financial statements. -32- Net (Expense) Revenue and Changes in Net Assets Primary Government Governmental Business -type Component Activities Activities Total Unit $ (73,790,594) $ - $ (73,790,594) $ (194,344,848) - (194,344,848) (12,106,364) - (12,106,364) (10,128,188) - (10,128,188) (30,5401446) - (30,540,446) (28,6991537) - (28,6991537) (13,011,481) - (13,011,481) (362,6211458) - (362,621,458) - 491855 491855 - (362,621,458) 491855 (362,571,603) - - - - 716111527 37211441094 - 37211441094 - 8,010,990 - 810101990 - 17,511,739 - 17,5111739 911411336 - 911411336 - 21,546,859 - 2115461859 - 63,736,930 - 6317361930 - 63 8,219 - 6381219 - 190,002 436 1901438 2941347 116981844 - 116981844 (175,881) 1751881 - - 494,443,132 1761317 49416191449 2941347 13118211674 2261172 13210471846 719051874 18211901779 412911080 18614811859 21211191595 - - - (11990,051) 18211901779 412911080 18614811859 21011291544 -33 - COUNTY OF HAWAII Governmental Funds Balance Sheet June 30, 2022 -34- General Other Total Capital Excise Governmental Governmental General Projects Tax Fund Funds Funds Assets Cash and cash equivalents (note 3) $ 160,795,272 $ 71,115,217 $ 46,871,736 $ 139,951,964 $ 418,734,189 Investments (note 3) 1507,677 2,78805 - - 18,476,282 Receivables, net (note 4) 35,746,340 - - 3,386,693 39,133,033 Due from other governmental funds (note 5) 2,403,622 1,456,782 142,053 1,274,992 5,277,449 Due from other nongovernmental funds (note 5) - - - 329,971 329,971 Receivables from other governments (note 4) 30,989,707 10,691,517 22,817,589 3,901,589 68,400,402 Inventories 7,505,704 - - - 7,505,704 Other 2,328,505 662,975 - 3,165,304 6,156,784 Total assets 25524562827 8627152096 6928312378 15220102513 56420132814 Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable $ 8,835,645 $ 10,996,271 $ 2,564,704 $ 300,255 $ 26,196,875 Accrued payroll 10,57008 - 69,611 1,872,345 12,512,624 Due to other governmental funds (note 5) 670,197 537,901 24,361 4,044,990 5,277,449 Advance collections -intergovernmental 80,871,622 3,215,501 - 9,636,840 93,723,963 Other 3,126,919 386,547 10,398 832,703 4,356,567 Total liabilities 104,075,051 15,136,220 2,669,074 20,187,133 142,067,478 Deferred Inflows of Resources: Unavailable revenue (note 7) 39,821,979 - - 5,676,637 45,498,616 Fund balances: Nonspendable: Inventory & Prepaid 8,329,382 - - - 8,329,382 Restricted for: Debt service (note 10) - - - 46,874,048 46,874,048 Highways, streets and abandoned vehicles - 37,558,476 67,162,304 40,056,169 144,776,949 Public access open space 12,172,697 - - - 12,172,697 Disaster and emergencies 8,493,427 - - - 8,493,427 Other 996,415 12,722,478 - 6,198,143 19,917,036 Committed to: Budget stabilization 7,720,615 - - - 7,720,615 Lower Puna area - - - 4,988,281 4,988,281 Rental assistance and subsidy - - - L138,211 L138,211 Sanitation - - - 16,43906 16,43906 Self insurance 260,691 - - - 260,691 Highways, streets and abandoned vehicles - 7,434,765 - 10,031,264 17,466,029 Parks and recreational projects - 2,220,627 - 61,072 2,281,699 Zoning change impact mitigation (fair share) - 6,462,199 - - 6,462,199 Other 408,787 1,285,299 - 360,549 2,054,635 Assigned to: Subsequent year's budget 27,881,048 - - - 27,881,048 Other 1809,694 3,895,032 - - 22,564,726 Unassigned 26,627,041 - - - 26,627,041 Total fund balances 111,559,797 71,578,876 67,162,304 126,146,743 376,447,720 Total liabilities, deferred inflows, and fund balances 25524562827 8627152096 6928312378 15220102513 56420132814 See accompanying notes to the basic financial statements. -34- COUNTY OF HAWAII Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position June 30, 2022 Total fund balances - governmental funds $ 376,447,720 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 310,93001 Infrastructure assets, net 281,053,440 Buildings and improvements, net 645,409,863 Equipment, net 63,135,522 Easements, net 15,570,853 Right to use assets, net 14,420,125 Construction work in progress 96,899,730 Total capital assets, net (1,775,000) Deferred amounts on refunding, pension and other post employment benefits are reported as deferred outflows of resources in the government -wide financial statements but are not reported in the governmental fund statements Some of the County's revenues will be collected after year-end but are not available soon enough to pay for the current period's expenditures and therefore are deferred (unearned) in the funds. (note 7) Some liabilities are not due and payable in the current period and therefore are not reported in the funds. Those liabilities consist of- Bonds £ Bonds and loans payable, net of receivable from improvement district (476,087,687) Interest due on long-term debt (5,880,657) Leases and other financing agreements (24,322,453) Compensated absences (47,085,691) Claims and judgments (22,530,978) Landfill costs payable (11 ,071 ,000) Pollution remediation (17,475,000) Underground storage tank liability (1,775,000) Net OPEB liability (311,503,693) Net pension obligation (565,988,032) Total long-term liabilities Unamortized gain on refunding Deferred amounts related to pension and other post employment benefits are reported as deferred inflows of resources in the government -wide financial statements but are not are not reported in the governmental fund statements Net position of governmental activities See accompanying notes to the basic financial statements. -35- 1,427,420,194 172,440,984 39,274,180 (1,483,720,191) (667,944) (217,182,490) $ 314,012,453 COUNTY OF HAWAII Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2022 Revenues Property taxes Public service company taxes County transient accomodations tax Fuel taxes Public utility franchise taxes Licenses and permits General excise tax surcharge Intergovernmental Charges for services Investment earnings Other Total revenues Expenditures Current: General government Public safety Highways and streets Health, education and welfare Culture and recreation Sanitation Pension and retirement contributions (note 13) Employees' health insurance Other postemployment benefits Other Debt service: Principal Interest Capital outlay Total expenditures Excess (deficiency) of revenues over (under) expenditures 48,499,723 - - General Other Total - - Capital Excise Governmental Governmental General Proj ects Tax Fund Funds Funds $ 372,701,175 $ - $ - $ - $ 372,701,175 8,010,990 - - - 8,010,990 12,751,483 - - - 12,751,483 - - - 21,546,859 21,546,859 - - - 9,141,336 9,141,336 11,165,918 - - 16,170,750 27,33608 - - 63,736,930 - 63,736,930 58,013,701 14,101,058 - 46,543,093 118,657,852 1,765,743 - - 27,874,968 29,640,711 203,894 (188,190) - 705 22,709 2,447,879 1,354,760 3,000 1,778,382 5,584,021 48,499,723 - - 2,508,057 51,007,780 1530603 - - 9,780,893 163,386,896 6,214,717 - 16,039,013 15,789,565 38,043,295 14,257,401 - - 46,381,182 60,638,583 22,739,838 - - 1,223,994 23,963,832 2,631,974 - - 47,295,967 49,927,941 62,062,216 - 349,969 9,181,244 71,593,429 16,628,185 - 97,785 3,513,558 20,239,528 38,439,395 - - - 38,439,395 7,812,481 - 6,558 1,322,566 9,141,605 3,352,179 - - 33,338,415 36,690,594 391,376 - - 18,336,470 18,727,846 11,509,218 52,76008 - - 64,270,026 388,144,706 52,76008 16,493,325 188,671,911 646,070,750 78,916,077 (37,493,180) -36- 47,24605 (65,609,518) 23,059,984 (Continued) COUNTY OF HAWAII Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2022 (Concluded) See accompanying notes to the basic financial statements. -37- General Other Total Capital Excise Governmental Governmental General Proj ects Tax Fund Funds Funds Other Financing Sources (Uses) Sale of assets $ 198,821 $ - $ - $ - $ 198,821 Increase in leased assets (notes 8 and 10) 14,410,929 - - 4,90501 19,315,930 Transfers in (note 5) - 13,468,136 - 79,200,761 9208,897 Transfers out (note 5) (70,539,925) - (17,986,854) (4,142,118) (92,668,897) Total other financing sources (uses) (55,930,175) 13,468,136 (17,986,854) 79,963,644 19,514,751 Net change in fund balances 22,985,902 (24,025,044) 29,259,751 14,354,126 42,574,735 Fund balances at beginning of fiscal year 88,573,895 9503,920 37,902,553 111,792,617 333,872,985 Fund balances at end of fiscal year $ 111,559,797 $ 71,578,876 $ 67,162,304 $ 126,146,743 $ 376,447,720 See accompanying notes to the basic financial statements. -37- 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, 2022 Net change in fund balances - total governmental funds Amounts reported for governmental activities in the statement of activities are different because: Capital outlays are reported as expenditures in governmental funds. However, in the statement of activities, the cost of capital assets is allocated over their estimated useful lives as depreciation and amortization expense. In the current period, these amounts are: $ 42,574,735 Capital outlay 78,293,355 Dedicated and contributed property 19,374,450 Depreciation and amortization expense and loss on disposals (52,429,455) Excess of capital outlay over depreciation and amortization expense 45,238,350 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: Leases and other financing agreements Total debt proceeds (19,315,930) Repayment of long-term debt is reported as an expenditure in governmental funds, but the repayment reduces long-term liabilities in the statement of net position. In the current year, these amounts consist of: Bond principal retirement State Revolving Fund loan repayments Lease and other financing agreements payments Total long-term debt repayment 27,364,184 3,583,027 5 741 '1R1 Because some revenues will not be collected for several months after the County's fiscal year end, they are not considered "available" revenues and are "deferred" in the governmental funds. Unearned revenues increased by this amount this year. -38- (19,315,930) 36,690,594 4,258,832 (Continued) 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, 2022 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: Net decrease in compensated absences Net decrease in claims and judgments Net decrease in landfill closure/postclosure care costs Net decrease in pollution remediation costs Amortization of premium from bond issuance Amortization of deferred loss on refunding Amortization of gain on refunding Net decrease in accrued interest Net decrease to expenses related to net OPEB liability Net increase to expenses related to pension and salaries and wages Net additional expenses Change in net position of governmental activities See accompanying notes to the basic financial statements. -39- $ 1,33704 1,726,840 581,000 1,244,518 5,834,146 (665,859) 102,761 445,317 13,469,210 (1,700,644) (Concluded) 77175091 $ 131,821,674 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, 2022 (Continued) Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Taxes and assessments: Property taxes $ 3530000 $ 353,72000 $ 372,701,175 $ 18,981,175 Public service company taxes 7,50000 7,50000 8,010,990 510,990 County transient accomodation tax - - 12,751,483 12,751,483 Total taxes and assessments 360,50000 361,220,000 393,463,648 32,243,648 Licenses and permits: Nonbusiness licenses and permits 4,011,739 4,011,739 6,020,008 208,269 Business licenses 2,226,426 2,226,426 1,897,464 (328,962) Street use 3,082,202 3,082,202 3,248,446 166,244 Total licenses and permits 9,320,367 9,320,367 11,165,918 1,845,551 Intergovernmental: Federal: Programs for the aged 2,38504 3,766,062 2,232,585 (1,533,477) Community development block grants - 30,823,851 30,823,851 - Law enforcement 4,915,904 5,279,839 2,483,012 (2,796,827) Other 13,092,964 42,495,766 33,582,705 (8,913,061) Total federal 20,394,672 82,365,518 69,122,153 (13,243,365) State: Emergency medical services 17,177,792 21,984,337 21,984,337 - Other 700,242 8,339,377 5,756,426 (2,582,951) Total State 24,838,034 30,323,714 27,740,763 (2,582,951) Total intergovernmental revenue 45,232,706 11209,232 96,862,916 (15,826,316) Charges for services: General government 4,160,372 4,160,372 3,730,260 (430,112) Culture and recreation 1,561,350 1,561,350 850,044 (711,306) Highways and streets 91400 91400 513,782 (400,218) Public safety 90,200 90,200 88,363 (1,837) Total charges for services 6,725,922 6,725,922 5,182,449 (1,543,473) Fines and forfeitures 2,161,300 2,161,300 967,336 (1,193,964) Rents 153,500 153,500 14507 (7,693) (Continued) 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, 2022 (Continued) -41- Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues (continued): Interest and penalties $ 35000 $ 35000 $ 716,469 $ 366,469 Miscellaneous 4,950,219 5,350,219 5,081,976 (268,243) Total revenues 429,394,014 497,970,540 513,586,519 15,615,979 Expenditures: Current: General government: Finance 13,958,732 13,960,468 11,469,390 2,491,078 General government building 7,452,077 7,441,448 6,976,218 465,230 Legislative 4,117,066 3,836,066 3,45800 377,406 Automotive equipment 4,497,076 4,499,076 4,425,693 73,3 83 Law 3,201,950 3,201,950 2,719,438 482,512 Research and development 2,705,715 607,465 6,167,178 640,287 Planning and zoning 4,672,187 5,35007 4,838,731 511,956 Mayor's office 1,748,237 1,848,237 1,630,562 217,675 Engineering 74800 74600 713,422 33,378 Information technology 3,710,696 3,710,696 3,374,816 33500 Human resources 2,328,037 2,379,037 1,924,757 454,280 Public works administration 1,480,049 2,212,049 2,116,109 95,940 Elections 1,174,189 1,174,189 828,817 345,372 County auditor 762,104 762,104 536,772 225,332 Total general government 52,556,915 57,930,272 51,180,563 6,749,709 Public safety: Police department 73,018,183 74,965,118 68,898,279 6,066,839 Fire department 52,500,902 58,477,435 55,592,059 205,376 Prosecuting attorney 10,475,473 10,509,973 7,658,675 2,851,298 Protective inspection 3,831,843 3,877,472 3,347,110 530,362 Liquor control 2,213,876 2,407,463 1,987,149 420,314 Flood control 33000 33000 33000 - Civil defense agency 2,539,533 2,542,533 2,083,745 458,788 Animal control 1,967,135 1,967,135 1,51405 452,250 Total public safety 146,876,945 155,077,129 141,411,902 1305,227 Highways and streets: Mass transit 5,013,540 23,966,477 14,964,535 9,001,942 (Continued) -41- 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, 2022 Expenditures (continued): Current (continued): Health, education and welfare: Elderly activities Office of aging Education Social programs Cemeteries Physical examination Total health, education and welfare Culture and recreation: Community music Organized recreation: Maintenance Recreation Aquatics Hoolulu park complex Administration Children's zoo Summer/Intersession Culture and arts Elderly activities administration Total culture and recreation Sanitation: Environmental management Pension and retirement contributions Employees' health insurance Other postemployment benefits Other Total current Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 3,961,498 $ 3,983,171 $ 3,153,986 $ 829,185 4,489,407 5,817,204 3,760,993 2,056,211 52,650 52,650 15,529 37,121 2,50000 2,50000 2,443,738 56,262 446,572 470,272 381,131 89,141 133,826 133,826 133,825 1 11,583,953 12,957,123 909,202 3,067,921 308,431 308,431 212,399 96,032 12,181,333 12,255,059 11,659,809 595,250 3,396,318 3,298,389 2,91207 385,702 2,534,139 2,534,139 2,210,677 323,462 1,041,865 1,041,865 1,021,423 20,442 2,514,737 2,862,776 2,622,918 239,858 881,974 90074 803,907 96,767 481,185 481,185 254,762 226,423 387,588 403,596 372,749 30,847 740,694 777,285 682,963 94,322 24,468,264 24,863,399 22,754,294 2,109,105 1,415,344 1,487,344 1,356,831 130,513 68,332,191 67,299,297 62,502,657 4,796,640 22,229,305 16,763,335 16,762,402 933 28,55000 38,318,872 38,318,872 - -42- (Continued) 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, 2022 Expenditures (continued): Capital Outlay: Community Development Block grants (HUD) HOME Program Other Total capital outlay Total expenditures Excess of revenues over expenditures Other financing uses: Transfers out: Housing Fund Solid Waste Fund Sewer Fund Golf Course Fund Capital Project Fund Disaster/Emergency Fund Public Access, Open Space, and Natural Resources Preservation Fund Public Access, Open Space, and Natural Resources Preservation Maintenance Fund Budget Stabilization Fund Comm Benefit Fund Debt Service Fund Total transfers out Total other financing uses Excess (deficiency) of revenues over (under) expenditures and other uses Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying notes to the basic financial statements. (Concluded) Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 15000 $ 31,273,851 $ 30,730,438 $ 543,413 3,12500 3,13000 2,893,411 236,589 (1,905,602) (1,912,102) (1,912,102) (23,239,360) (23,975,360) (23,975,360) (1,565,686) (1,620,686) (1,620,686) (728,160) (743,160) (743,160) - (41,3 84) (41,3 84) (3,530,000) (3,770,000) (3,676,153) (7,060,000) (7,540,000) (7,454,024) (882,500) (882,500) (284,894) (250,000) (250,000) (250,000) (250,000) (250,000) - (45,795,352) (45,795,352) (45,795,352) (85,206,660) (86,780,544) (85,753,115) (85,206,660) (86,780,544) (85,753,115) (32,133,447) (41 ,471 ,047) 17,641,551 93,847 85,976 597,606 250,000 1,027,429 59,112,598 $ 56,440,448 $ 47,102,848 $ 106,215,446 $ 59,112,598 -43- COUNTY OF HAWAII General Excise Tax Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Revenues: General excise tax surcharge Other Total revenues Expenditures: Highways and streets - mass transit Pension and retirement contributions Employees' health insurance Other Total expenditures Excess of revenues over expenditures Other financing uses - transfers out - Transfers out - Capital Projects Fund Transfers out - Serial Bond Redemption Fund Transfers out - Interest Fund Excess (deficiency) of revenues over (under) expenditures and other uses Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. $ 37,902,553 $ 32,962,553 $ 64,101,495 $ 31,138,942 IME Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 37,50000 $ 37,50000 $ 63,736,930 $ 26,236,930 - - 300 300 37,50000 37,50000 63,739,930 26,239,930 18,958,146 23,858,146 19,099,201 4,758,945 33000 37000 349,647 20,353 20000 20000 98,646 101,354 2500 2500 6,640 18,360 19,513,146 24,453,146 19,554,134 4,899,012 17,986,854 13,046,854 44,185,796 31,138,942 (9,586,854) (9,586,854) (9,586,854) - (6,200,000) (6,200,000) (6,200,000) - (2,200,000) (2,200,000) (2,200,000) - - (4,940,000) 26,198,942 31,138,942 $ 37,902,553 $ 32,962,553 $ 64,101,495 $ 31,138,942 IME COUNTY OF HAWAII Proprietary Funds Statement of Net Position June 30, 2022 Assets Current assets: Cash and cash equivalents (note 3) Restricted cash and cash equivalents (note 3) Imprest fund (note 3) Receivables, net (note 4) Prepaid expenses Total current assets Noncurrent assets: Restricted cash and cash equivalents (note 3) Capital assets (note 6): Land and site improvements Buildings and equipment Less accumulated depreciation Total capital assets Total noncurrent assets Total assets Liabilities Current liabilities: Accounts payable Due to other governmental funds (note 5) Security deposits payable from restricted assets Deferred revenue Interest payable Notes payable, current portion (note 10) Other liabilities Total current liabilities Noncurrent liabilities: Notes payable (note 10) Total liabilities Net Position Net investment in capital assets Unrestricted Total net position See accompanying notes to the basic financial statements. -45- Business -type Activities - Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total $ 741,528 $ 544,328 $ 1,285,856 13,190 30,461 43,651 50 100 150 4,282 12,865 17,147 3,912 X41 041 - 3,912 cQ7 7C 1 11cn714 72,702 72,702 511,000 515,727 1,026,727 3,074,284 1,056,168 4,130,452 (1,415,182) (186,642) (1,601,824) 2,170,102 1,385,253 3,555,355 2,170,102 1,457,955 3,628,057 2,933,064 2,045,709 4,978,773 19,793 15,586 35,379 329,971 - 329,971 13,190 2900 42,190 3,265 4,167 7,432 4,831 - 4,831 - 16,500 16,500 217 - 217 371,267 65,253 436,520 - 2501 2501 371,267 90,254 461,521 2,170,102 1101 4 0 c 1,343,752 4 1 1 '7 ()'2 3,513,854 1 ()()2 2 0 Q 2,561,797 $ 1,955,455 $ 4,517,252 COUNTY OF HAWAII Proprietary Funds Statement of Revenues, Expenses, and Changes in Fund Net Position For the Fiscal Year Ended June 30, 2022 Operating revenues: Rental receipts from tenants Rental subsidy from federal government - HUD Laundry receipts Other Total operating revenues Operating expenses: Utilities General and administration Maintenance and repairs Depreciation (note 6) Total operating expenses Operating income Nonoperating revenues (expenses): Investment income Interest expense Total nonoperating revenues (expenses) Capital contributions Transfers Change in net position Net position, beginning of fiscal year Net position, end of fiscal year See accompanying notes to the basic financial statements. .e Business -type Activities - Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total $ 143,386 $ 349,983 $ 493,369 277,837 - 277,837 4,235 - 4,235 425,458 352,851 778,309 49,482 6400 114,362 178,175 191,142 369,317 55,723 37,309 93,032 103,139 32,101 135,240 386,519 325,432 711,951 38,939 27,419 66,358 426 10 436 (16,503) - (16,503) (16,077) 10 (16,067) 148,115 27,766 17501 170,977 55,195 226,172 2,390,820 1,900,260 4,291,080 $ 2,561,797 $ 1,955,455 $ 4,517,252 COUNTY OF HAWAII Proprietary Funds Statement of Cash Flows For the Fiscal Year Ended June 30, 2022 See accompanying notes to the basic financial statements. -47- Business -type Activities - Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total Cash Flows from Operating Activities Receipts from tenants $ 156,217 $ 349,452 $ 50509 Receipts from federal government - HUD 277,837 - 277,837 Payments to suppliers for goods and services (287,991) (304,138) (592,129) Net cash provided by operating activities 146,063 45,314 191,377 Cash Flows from Noncapital Financing Activities Transfers out to other funds (91,838) - (91,838) Net cash used in noncapital financing activities (91,838) - (91,838) Cash Flows from Capital and Related Financing Activities Principal paid on notes payable - (59,190) (59,190) Purchase of capital assets (3,655) (3,862) (7,517) Net cash used in capital and related financing activities (3,655) (63,052) (66,707) Cash Flows from Investing Activities Proceeds from maturities of investments 1,200,000 - 1,200,000 Purchase of investments (1,200,000) - (1,200,000) Interest on investments 440 10 450 Net cash provided by investing activities 440 10 450 Net increase (decrease) in cash and cash equivalents 51,010 (17,728) 33,282 Cash and cash equivalents at beginning of fiscal year (including restricted cash and cash equivalents) 703,758 665,319 1,369,077 Cash and cash equivalents at end of fiscal year (including restricted cash and cash equivalents) $ 754,768 $ 647,591 $ 1,402,359 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income $ 38,939 $ 27,419 $ 66,358 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation expense 103,139 32,101 135,240 Change in assets and liabilities: Receivables, net (1,640) 1,270 (370) Prepaid expenses (723) - (723) Accounts and other payables 3,481 (10,907) (7,426) Deferred revenue 2,867 (4,569) (1,702) Net cash provided by operating activities $ 146,063 $ 45,314 $ 191,377 Supplemental Disclosure of Noncash Capital and Related Financing Activities Capital contributions $ 148,115 $ 27,766 $ 17501 See accompanying notes to the basic financial statements. -47- COUNTY OF HAWAII Fiduciary Funds Statement of Fiduciary Net Position June 30, 2022 Assets Cash and cash equivalents (note 3) Investments (note 3) Receivables: Due from other custodial funds Other receivables Total receivables Total assets Liabilities Accrued liabilities Due to other custodial funds Advances payable Total liabilities Net Position Held in trust for other parties Total net position See accompanying notes to the basic financial statements. Private - Purpose Custodial Trusts Funds $ 596,273 $ 5,249,865 1,849,511 - - 2,975 - 91,347 - 94,322 2,445,784 5,344,187 - 2,201,851 - 2,975 - 34,677 - 2,239,503 COUNTY OF HAWAII Fiduciary Funds Statement of Changes in Fiduciary Net Position For the Fiscal Year Ended June 30, 2022 See accompanying notes to the basic financial statements. Private - Purpose Custodial Trusts Funds Additions Tax collections for state $ - $ 2604,300 Special assessment collections - 1,182,989 Developer deposit - 16109 Employee collections - 406,735 Lapsed checks - 69,216 Collections from vehicle registrations and licenses - 175,391 Investment earnings (losses) (211,901) 114 Total additions (211,901) 2800,354 Deductions Grant payments 145,438 - Payment of taxes to state - 25,836,430 Payments to state, not for profits and improvement district - 1,023,692 Contributions to debt repayment - 207,096 Administrative charges - 1,094,523 Community facility district expenses - 136,691 Reissuance of checks - 5,066 Reimbursements to employees - 394,201 Investment Fees 16,489 - Other - 17,527 Total deductions 161,927 28,715,226 Change in net position (373,828) 165,128 Net position, beginning of fiscal year 2,819,612 2,939,556 Net position, end of fiscal year $ 2,445,784 $ 3,10404 See accompanying notes to the basic financial statements. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The accounting policies of the County of Hawaii (the County) conform to U.S. generally accepted accounting principles (GAAP) as applicable to local governmental units. The following notes to the basic financial statements are an integral part of the County's Annual Comprehensive Financial Report (ACFR). 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The Financial Reporting Entity The County has implemented Governmental Accounting Standards Board Statement No. 14, The Financial Reporting Entity (GASB Statement No. 14), Statement No. 39, Determining Whether Certain Organizations Are Component Units (GASB Statement No. 39) and Statement No. 61, The Financial Reporting Entity: Omnibus an 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 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 Hawaii (the State) assumes full responsibility for several major functions usually performed by local governments, including education, welfare, health and judicial functions. There are no separate city, county or township governments nor any school districts, special districts, authorities or public corporations with overlapping authority. GASB Statement No. 14, as amended, defines component units as legally separate organizations for which the elected officials of the primary government are financially 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 performed or provided by the organization. An organization has a financial benefit or burden relationship with the primary government if any one of three conditions exist: (1) The primary government is legally entitled to or can otherwise access the organization's resources; (2) The primary government is legally obligated or has otherwise assumed the obligation to -50- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 finance the deficits of, or provide financial support to, the organization; or (3) The primary government is obligated in some manner for the debt of the organization. As required by GAAP as set forth in GASB Statement No. 14, No. 39 and No. 61, these basic financial statements present the County of Hawai `i (the primary government) and its component unit, the Department of Water Supply (the Department). This component unit is included in the County's reporting entity because of its financial relationship with the County. Discretely Presented Component Unit The component unit column in the basic financial statements includes the financial data of the Department, a legally independent agency of the County that is accounted for as an enterprise fund. It is reported in a separate column to emphasize that it is legally separate from the County. The members of the Water Board, the governing body of the Department, are appointed by the Mayor of the County and confirmed by the County Council. The Department is granted corporate powers by state statute and the County Charter. Although the County does not have the authority to approve or modify the Department's operational and capital budgets, the County has issued bonds on the Department's behalf that are general obligations of the County. Because the County is obligated to repay these bonds in the event of default by the Department, the County is financially accountable for the debts of the Department. See Note 14 for component unit disclosures for the Department. Complete financial statements of the Department can be obtained from the Department of Water Supply, 345 Kekuanao`a Street, Suite 20, Hilo, Hawai `i 96720. Basic Financial Statements The basic financial statements include both government -wide (based on the County as a whole) and fund financial statements. Both the government -wide and fund financial 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 governmental and business -type activities columns (a) are presented on a consolidated basis by column, (b) and are reflected, on a full accrual, economic resource basis, which incorporates long-term assets and receivables as well as long-term debt and obligations. The government -wide statement of activities reflects both the gross and net costs per functional category (general government, public safety, highways and streets, etc.) which are otherwise being supported by general government revenues (property taxes, certain intergovernmental revenues, etc.). The statement of activities reduces gross expenses (including depreciation) by related program revenues, operating and capital grants. The program revenues must be directly associated with the function (general government, public safety, highways and streets, etc.) or a business -type activity. The operating grants include operating -specific and discretionary (either operating or capital) grants while the capital grants column reflects capital -specific grants. The net cost (by function or business -type activity) is normally covered by general revenues. -51- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The government -wide focus is more on the sustainability of the County as an entity and the change in aggregate financial position resulting from the activities of the fiscal period. The fund financial statements' emphasis is on the major funds in either the governmental or business -type categories. Nonmajor funds (by category) are summarized into a single column. The governmental funds in the fund financial statements are presented 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 to (a) demonstrate legal and covenant compliance, (b) demonstrate the source and use of liquid resources, and (c) demonstrate how the County's actual experience conforms to the budget fiscal plan. Since the governmental fund statements are presented 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 of the government -wide presentation. The County's fiduciary funds are presented in the fund financial statements by type (private purpose and custodial). Since by definition these assets are being held for the benefit of a third party (private parties, state government, etc.) and cannot be used to address activities or obligations of the government, these funds are not incorporated into the government -wide statements. Government --wide and fund financial statements — The government -wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the nonfiduciary activities of the primary government and its component unit. The effect of interfund activity has been removed from these statements during the process of incorporating fund data but interfund services provided and used have not been eliminated in the process of consolidation. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business - type activities, which rely to a significant extent on fees and charges for support. Likewise, the primary government is reported separately from certain legally separate component units for which the primary government is financially accountable. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include (a) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not included among program revenues are reported instead as general revenues. -52- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government -wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. Activities in funds — The financial transactions of the County are recorded in individual funds. Each fund is accounted for by providing a separate set of self -balancing accounts that comprises its assets, 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. GASB Statement No. 34, Basic Financial Statements — and Management's Discussion and Analysis —for State and Local Governments, sets forth minimum criteria (percentage of the assets, deferred outflows of resources, 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 nonmaj or 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 government, except those required to be accounted for in other funds. Capital Projects Fund —Used to account for the costs of constructing County capital improvements financed with general obligation bond proceeds, federal and state grants, and general and special revenue fund revenues. The capital projects fund is used to account for financial resources to be used for the acquisition or construction of major general government capital facilities and infrastructure (other than those financed by proprietary funds and trust funds) when separate project centers are needed to control costs. General Excise Tax Fund —The General Excise Tax (GET) is used to account for the general excise tax and use surcharge as authorized by sections 46-16.8, 237-8.6, 238-2.6, and 248-2.6(d) Hawaii Revised Statutes and the related authorized uses of such funds, including operating or capital costs of public transportation with the county for public systems. 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. -53- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Ouli Ekahi Affordable Housing Project —Used to account for the operation of a 33 -unit single-family affordable rental housing project located in Waimea. The County reports the following fiduciary funds: Private -Purpose Trust Funds — Used to account for investment income on funds received from import businesses at the port of Hilo and the related expenditures to promote health and safety on the Island of Hawaii. Custodial Funds — Used to account for assets held by the County for other governmental units and individuals. The custodial funds are custodial in nature and do not involve measurement of results of operations. The County has the following custodial funds: • State Weight Tax Fund • Improvement District No. 18 Fund • Improvement District No. 19 Fund • Improvement District No. 20 Fund • Improvement District Revolving Fund • Performance and Refundable Deposits Fund • Flexible Spending Account • Lapsed Warrants Fund • Non -Profit License Plates Fund • Organ and Tissue Education Fund • Business Improvement District 1-Kailua Basis of Accounting Basis of accounting refers to the period in which revenues and expenditures (or expenses) are recognized in the accounts and reported in the basic financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The government -wide financial statements and the proprietary, fiduciary and component unit fund financial statements are presented on an accrual basis of accounting. The governmental funds in the fund financial statements are presented on a modified accrual basis. Accrual Basis - Revenues are recognized when earned and expenses are recognized when the related obligation is incurred. Modified Accrual Basis - Revenues are recorded when susceptible to accrual (that is, both measurable and available). "Measurable" means the amounts are determinable. "Available" means the amounts are collectible within the current period or soon enough thereafter (one year for intergovernmental revenues) to be used to pay liabilities of the current period. -54- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Licenses and permits, charges for current services, fines and forfeitures, penalties and miscellaneous revenues are recorded as revenues when received in cash because they are generally not measurable until actually received. Real property taxes and State Revolving Fund loan proceeds are considered available when collected. In applying the susceptible to accrual concept to intergovernmental revenues, the legal and contractual requirements of the numerous individual programs are used as guidance. There are essentially two types of these revenues. In one, monies must be expended on the specific purpose or project before any amounts will be paid to the County; therefore, revenues are recognized based upon the expenditures recorded. Most construction grants and many operating grants fall into this category. In the other, monies are virtually unrestricted as to purpose of expenditure and are usually revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenues at the time of receipt or earlier if the susceptible to accrual criteria are met. The County reports deferred inflow of resources in its fund financial statements (see Note 7). 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 postclosure care costs; (c) principal and interest on general long-term debt which are recognized as expenditures when due; and (d) liabilities relating to pollution remediation. The County applies all applicable GASB pronouncements, including the adoption of GASB Statement No. 62, Codification of Accounting and Financial Reporting Guidance Contained in Pre -November 30, 1989 FASB (Financial Accounting Standards Board) and AICPA (American Institute of Certified Public Accountants) Pronouncements. Encumbrances The general, special revenue, and capital projects funds follow encumbrance accounting under which purchase orders, contracts and other commitments are recorded as an obligation of fund balance and provide authority for the carryover of appropriations to the subsequent year in order to complete these transactions. Encumbrances outstanding at year-end are included in the respective fund balance categories as appropriate and do not constitute expenditures or liabilities because the commitments will be honored during the subsequent year. -55- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Cash and Investments Cash and cash equivalents include cash on hand, amounts in demand deposits and savings accounts, and short-term investments with a maturity date of three months or less from 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 Home 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 prices. Real Property Taxes The County's real property taxes are levied on July 1 each year on assessed valuation as of January 1. The taxes become a lien on the property assessed as of the levy date. Taxes are due and payable in two equal annual installments on August 20 and February 20. Accordingly, real property taxes receivable as of June 30 are delinquent. Each delinquent installment bears interest at I% per month and penalties of up to 10% of the amount due. Assessments are based on 100% of estimated fair market values prior to the application of exemptions or preferential assessments. 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 Zone Exemption - Section 19-89.3 of the Hawaii County Code provides buildings or other like structures which are built as a result of new construction by a qualified business within 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 of Chapter 31 of the Hawaii County Code and section 208E, Hawaii Revised Statutes. Historic Residential Dedication Exemption — Section 19-89.1 of the Hawaii County Code and Rule 36 of the Rules and Regulations of the Director of Finance provides an exemption to encourage the preservation of residential structures that have been placed on the Hawai `i 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 of ten years, -56- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 automatically renewable indefinitely. Cancellation of the dedication by either the owner or the Director of Finance may only be made upon five years' written advance notice and no 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 of the tax year following the approval of the dedication. The dedicated exempt property or portion of the property approved shall be subject to the minimum tax provisions of Section 19- 90(e) of the Hawaii County Code. If 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 19-87 of the Hawaii County Code and Rule 37 of the Rules and Regulations of the 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-term 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, then the net taxable is zero but the property is still subject to the minimum tax per Section 19-90(e) of the Hawaii 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 rental units do not comply with the regulatory conditions, the property would be subject to roll back taxes, including penalty and interest. Non Dedicated Agricultural Use Assessment — Section 19-57 of the Hawaii County Code and Rule 34 of the Rules and Regulations of the Director of Finance reduces assessments to encourage local agricultural production as well as the preservation of agricultural lands that could otherwise be further developed, by valuing these lands 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 this program must be agricultural. 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 review and approval, the application is effective as of January 1 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 of agricultural 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 Agricultural Use Dedication — Section 19-60 of the Hawaii County Code and Rule 31 of the Rules and Regulations of the Director of Finance provides reduced assessments to encourage local agricultural production as well as the preservation of agricultural lands 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 -57- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 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 of agricultural activity. Any breach to the terms of the recorded dedication would result in the cancellation of the dedication, or portion thereof, and the immediate rollback calculation of taxes plus penalties and interest. Solar Water Heater Credit- Section 19-104 of the Hawaii County Code provides a one time tax credit per tax map key for up to $300 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, 2022 is as follows: Tax Abatement Program Enterprise Zone Historic Residential Dedication Low and Moderate Income Housing Agricultural Use Programs Solar Water Heater Credit Inventories Amount of Taxes Abated - as defined by GASB 77 $1,900 $316,878 $1,012,105 $29,79413 89 $27,693 Inventories consist of materials and supplies and are reported as expenditures at the time of consumption (consumption method). Police and fire department inventories are stated using the first in, first out (FIFO) method. Other inventories are stated at average cost. Liquor Control Section 281 of the 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, 2022 of $996,415 are reflected as a restriction of general fund balance. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, lighting systems, and similar items), are reported in the applicable governmental or business -type activities columns in the government -wide financial statements. Capital assets are defined by the County as assets with an initial, individual cost of more than $1,000 and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if 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. Capital assets of the primary government and enterprise fund are depreciated or amortized using the straight-line method over the following estimated useful lives of the assets: Assets Infrastructure Buildings and improvements Ground and site improvements Equipment Easements Right to use leased assets Years 20 to 100 years 50 to 100 years 20 to 50 years 5 to 40 years Dependent on terms of easement agreement Dependent on terms of lease agreement Deferred Outflows of Resources and Deferred Inflows of Resources Deferred outflows of resources represent a consumption of net assets that applies to future periods 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 (OPEB) as a deferred outflow of resources in its statement of net position. Deferred inflows of resources represent an acquisition of net assets that applies to future periods and will not be recognized as an inflow of resources (revenue) until that time. Property taxes, fees, lease rental income 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). -59- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Long-term Obligations The County reports long-term debt of governmental funds at face value on the government - 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 of one and three-quarter working days for each month of service. Up to ninety days of vacation leave credits can be accumulated per employee. In addition, employees who work overtime can elect to take compensatory time off instead of overtime pay. The time off is earned at the rate of one -and -a -half hours for each hour of overtime worked. There is no statutory limit to the amount of compensatory time off an employee can accumulate. Both compensatory time off and vacation credits are converted to pay upon termination of employment. A liability for these amounts is reported in the governmental funds only if they have matured, for example, as a result of employee resignations and retirements. All vacation and compensatory time off pay is accrued in the government -wide statement of net 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 Hawai `i. Accumulated sick leave at June 30, 2022 totaled $76,368,000 for the primary government. Leases The financial statements reflect both a long-term lease liability and right to use asset at the present value of payments expected to be made under the lease agreement. However, if the lease agreement involves the asset's transfer of ownership to the County at the end of the contract, the agreement has been recognized as a financed purchase and accounted for accordingly. For those leases in which the County leases real property to others, the County has recognized a receivable and a deferred inflow of resources at the present value of payments expected to be received under the lease agreement. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Pensions For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Employees' Retirement System of the State of Hawaii (ERS) and 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 terms. 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 -Union 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 due 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 nonoperating 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 of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues, expenditures, and other financing sources and uses during the reporting period. Actual results could differ from those estimates. -61- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Fund 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 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: Nonspendable Fund Balance — Nonspendable 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 and prepaids 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 Revised Statutes or County of Hawaii 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 committed fund balance of the General Fund includes 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 a reduction in budgeted revenue and the director of finance determines 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 of the 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 of the General Fund. The General Fund is the only fund that could potentially report a positive unassigned fund balance. -62- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 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; parks and recreation projects; general and public safety facilities; liquor control; taxicab investigations; special duty officers and sewer loan programs. 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 June 2017, GASB issued Statement No. 87, Leases. The objective of this Statement is to 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 June 15, 2021. The County has fully implemented the requirements in the current fiscal year. In June 2018, GASB issued Statement No. 89, Accounting for Interest Cost Incurred Before the End of a Construction Period. The objectives of this Statement are (1) to enhance the relevance and comparability of information about capital assets and the cost of borrowing for a reporting period and (2) to simplify accounting for interest cost incurred before the end of a construction period. The requirements of this Statement are effective for reporting periods beginning after December 15, 2020, as postponed by GASB 95. Management has determined that this Statement does not have a material impact on the County's 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, 2021. 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 of authoritative literature. The requirements of this 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 June 15, 2021. Management has determined that this Statement does not have a material impact on the County's financial statements. -63- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 In March 2020, GASB issued Statement No. 93, Replacement of Interbank Offered Rates. The objective of this Statement are to address accounting and financial reporting implications resulting from the replacement on an interbank offered rate (IBOR). Certain sections of the requirements of this Statement are effective beginning with reporting periods that begin after June 15, 2021. Management has determined that this Statement does not have a material impact on the County's financial statements. In March 2020, GASB issued Statement No. 94, Public -Private and Public -Public Partnerships and Availability Payment Arrangements. The objective of this Statement is to improve financial reporting by addressing issues related to public-private and public -public partnership arrangements. 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 May 2020, GASB issued Statement No. 96, Subscription -Based Information Technology Arrangements. The objective of this 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. 97, 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 plans, defined contribution OPEB plans and other employee benefit plans, while mitigating associated costs. The requirements of this Statement are effective for reporting periods beginning after June 15, 2021. Management has determined that this Statement does not have a material impact on the County's financial statements. In April 2022, GASB issued Statement No. 99, Omnibus 2022. The primary objectives of this Statement are to enhance comparability in accounting and financial reporting and to improve the consistency of authoritative literature as contained in GASB Statement No. 53, 87, 94 and 96. Certain requirements are effective upon issuance and management has determined that these do not have a material impact on the County's financial statements. The remaining requirements of this Statement are effective for fiscal years beginning after June 15, 2022 and 2023. The County has not yet determined the effect that the remaining requirements of this Statement will have on its financial statements. In June 2022, GASB issued Statement No. 100, Accounting Change and Error Corrections. The objective of this Statement is to enhance accounting and financial reporting requirements for accounting changes and error corrections to provide more understandable, reliable, relevant, consistent, and comparable information. The requirements of this Statement are COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 effective for fiscal years beginning after June 15, 2023. The County has not yet determined the effect this Statement will have on its financial statements. In June 2022, GASB issued Statement No. 101, Compensated Absences. The objective of this Statement is to better meet the information needs of financial statement users by updating the recognition and measurement guidance for compensated absences. The requirements of this Statement are effective for fiscal years beginning after December 15, 2023. The County has not yet determined the effect that this Statement will have on its financial statements. Adoption of New Accounting Principle The County and Department implemented GASB Statement No. 87, Leases. The principal objective of this Statement is to better meet the information needs of financial statement users by improving accounting and financial reporting for leases by governments. As a result of this new Statement, the County recognized its leases as lessor by recording a lease receivable and deferred inflow of resources $1,000,984, $589,712, and $1,648,468 in the General Fund, Hawaii County Housing Agency and Golf Course Fund, respectively. To record its leases as lessee, the County recognized expenditures and other financing source in the governmental funds totaling $19,315,930, were then recognized as a right to use asset and a long-term lease liability or equipment and a long-term other financing agreement liability, respectively, in the Statement of Net Position. Also, as a result of GASB 87, a total of $799,636 was transferred from equipment to right to use assets, with a corresponding $602,487 in accumulated amortization for leases that were previously recognized as capital leases prior to the implementation of GASB 87. As a result of implementing GASB 87, the Department recognized its leases as lessor by recording a lease receivable and corresponding deferred inflow of $2,640,583. To recognize its lease as lessee, the Department recorded right to use lease assets and leases payable of $261,060. 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY Annual Budget The County follows these procedures in establishing its operating and capital budgets: On or before March 1, the Mayor submits to the County Council proposed operating and capital projects budgets for the fiscal year commencing the following July 1. The operating budget includes proposed expenditures for the general fund and special revenue funds, and the means of financing them. A project -length budget is submitted to the County Council for the capital projects fund. -65- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The Mayor submits to the County Council amendments to the proposed operating and capital budgets within ten working days after the close of the state legislature, but not later than May 5. The County Council conducts public hearings on the proposed operating and capital budgets after March 1 but prior to the first reading on the budget bills, which must be after May 5. On or before June 30, the County Council adopts the budgets. The legal level of budgetary control is the department level because the Mayor can transfer funds from any unencumbered appropriation to another within a department or agency without County Council approval. During the year, the budget may be amended by action of the County Council, except for appropriations required by law and appropriations for debt service, which may not be decreased or deleted. Supplemental appropriations were made during the 2021-22 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 $77.9 million in the general fund and $36.7 million in the special revenue funds. Legally adopted budgets include the General Fund, Highway Fund, Sewer Fund, Solid Waste Fund, Cemetery Fund, Parking Meter Fund, Vehicle Disposal Fund, Bikeway Fund, Workforce Investment Act Fund, Golf Course Fund, Geothermal Relocation and Community Benefits Fund, Beautification Fund, Hawai `i County Housing Agency Fund, Park Dedication Fund, General Excise Tax Fund, Short -Term Vacation Rental Enforcement Fund, and Geothermal Asset 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 end of two fiscal years following the fiscal year that the appropriation was made. Formal budgetary integration is employed as a management control device during the year for the General Fund, special revenue funds, and Capital Projects Fund. Formal budgetary integration is not employed for debt service funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions. The accompanying statement of revenues, expenditures and changes in fund balances — budget and actual (budgetary basis) for the General Fund presents a comparison of the legally adopted budget with actual data on a budgetary basis. Accounting principles applied for purposes of developing data on a budgetary basis differ significantly from those used to present financial statements in conformity with GAAP. On the budgetary basis, intergovernmental revenues are recognized when awarded by the granting agency, encumbrances and unexpended allotments are treated as expenditures, accounts payable 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 sheet presentation. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Budget to GAAP Reconciliation The following is a summary of the adjustments necessary to convert fund balances of the County's General Fund and General Excise Tax Fund from a GAAP basis to a budgetary basis at June 30, 2022: General Excise General Fund Tax Fund Ending fund balance — GAAP basis $ 11115591797 $6711621304 Encumbrance adjustments: Beginning encumbrances and unexpended allotments 312041431 114551723 Ending encumbrances and unexpended allotments (6,620,227) (4,521,049) Other adjustments (1,928,555) 4,517 Ending fund balance — Non -GAAP budgetary basis 106215,446 $64,101,495 3. CASH AND INVESTMENTS The Director of Finance is responsible for the safekeeping of all monies paid to the County. The Director of Finance invests any monies of the County which in the Director's judgment are in excess of the amounts necessary for meeting the day-to-day operating needs of the County. Under Section 46-50 of the Hawaii Revised Statutes, legally authorized investments include obligations of or guaranteed by the U.S. government, obligations of the State, federally insured savings and checking accounts, time certificates of deposit, and repurchase agreements with federally insured financial institutions. Cash The County maintains a number of checking and savings accounts for various funds and with various financial institutions. Bank deposits are under the custody of the Director of Finance. For financial statement reporting purposes, cash and short-term investments consist of cash and money market accounts. Cash and short-term investments also include repurchase agreements, certificates of deposit, and government sponsored securities with original maturities of three months or less. The carrying amount of the County's deposits (cash, time certificates of deposit, and money market accounts) as of June 30, 2022 was $428,318,011 for the primary government and $5,846,138 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 $447,090,682 at June 30, 2022. Of that amount, $445,479,163 represents bank balances covered by federal deposit insurance or by collateral held by the County's fiscal agents in the name of the County. The remaining bank balances of $1,611,519 represent deposits held by a management agent and were uncollateralized. Accordingly, these -67- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 deposits were exposed to custodial credit risk. Custodial credit risk is the risk that in the event of a bank failure, the County's deposits may not be returned to it. For checking and savings accounts, time certificates of deposit, and repurchase agreements, the County requires, in accordance with State statutes, that the depository banks pledge collateral based on the available bank balances for the protection of the 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 State statutes. Investments The County holds investments both for its own benefit and on behalf of some of the fiduciary funds. The County's investments of funds not required for immediate payments are predominately comprised of government sponsored securities (equivalent to the rating in U.S. Treasuries), repurchase agreements and certificates of deposit, while the fiduciary funds also hold equity securities. 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 of the fair value hierarchy are described as follows: Level 1 —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 —Inputs other than quoted prices included within level 1 that are observable for an asset or liability, either directly or indirectly. If the asset or liability has a specified (contractual) term, a level input must be observable for most of the full term of the 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. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Following is a description of the valuation techniques used by the County to measure fair value: Government sponsored securities of $10,247,496 and certificates of deposits of $8,228,786: 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 $1,849,511: Valued using quoted prices in active markets for identical assets or liabilities that a government can access at the measurement date (Level 1). The County's investments and maturities at June 30, 2022 are as follows: Maturity (in years) Fair Value Less than 1 1 — 5 Investments — Primary Government: Certificates of deposit $ 812281786 $ 419461773 $ 312821013 Government sponsored securities 10,247,496 -- 10,247,496 18,476,282 S 4,946,773 13,529,509 Investments — Private -Purpose Trusts: Equity securities L84%511 $ L84%511 $ -- Interest Rate Risk: The County minimizes its exposure to interest rate risk by limiting the maturities of investments to five years or less in compliance with state statute. The County's policy is to hold investments until maturity and does not engage in trading for capital gains. Credit Risk: The County's investment portfolio 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 U.S. Treasuries. Custodial Risk: Custodial 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. Concentration of Credit Risk: State law limits deposits to no more than 60% 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, 2022, COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 investments were distributed as follows: FTN Financial, 0.1%; Multi Bank Securities, 4.3%; First Hawaiian Bank, 4.4%; Raymond James, 1.2%; Stifel Nicolaus & Company, 2.4%; Bank of Hawaii, 34.5%; Territorial Savings 41.0%; and Hawaii National Bank, 12.1 %. Restricted Cash and Cash Equivalents and Investments Cash and cash equivalents and investments classified as restricted assets for the primary government at June 30, 2022 amounted to $251,875,408. 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 $71,752,338 at June 30, 2022. Cash and investments in the Bond Redemption Fund and the Interest Fund are restricted to debt service related payments and amounted to $46,802,443. 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 $85,936,864. Cash in the Hawaii County Housing Agency and Short-term Vacation Rental Enforcement Fund classified as restricted to provide public housing assistance and housing rules enforcement amounted to $14,112,011. Cash and investments in the Geothermal Asset Fund classified as restricted to compensating persons impacted by geothermal energy development activities amounted to $2,320,566. The restricted cash in the General Fund was comprised of cash restricted to costs incurred to administer the liquor commission; cash restricted to the acquisition and maintenance of lands or property entitlements for public outdoor recreation and education and cash and investments restricted for disasters and emergencies. Such amounts totaled $996,415; $23,999,485 and $5,838,933, respectively. Tenant security deposits received by the County for the Kula` imano Elderly Housing Project and the Ouli Ekahi Affordable Housing Project are recorded as restricted assets. Such funds amounted to $13,190 and $30,461, respectively, at June 30, 2022. An operating reserve fund was established by the Ouli Ekahi Affordable Housing Project pursuant to an agreement with the Hawaii Housing Finance and Development Corporation, who are the holders of the project's note. This restricted reserve amounted to $72,702 at June 30, 2022. -70- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 4. RECEIVABLES Receivables as of June 30, 2022, 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: Real property taxes Transient Accommodations Tax Accounts receivable: Sewer Solid waste Intergovernmental Gross receivables Less: allowance for uncollectibles Net total receivables Capital General Projects Fund Fund $3918201864 $ 4,760,256 General Other Excise Governmental Tax Fund Funds Total -- $ -- $ -- $ 3918201864 -- -- -- 417601256 -- -- -- 311601629 311601629 -- -- -- 112071913 112071913 30,989,707 10,691,517 22,817,589 3,901,589 68,400,402 7515701827 1016911517 2218171589 812701131 11713501064 (8,834,780) -- -- (981,849) (9,816,629) 6606,047 SIOP691,517 $22,817,589 S 7,288,282 S107P533P435 During fiscal year 2005, the County issued $3,887,493 in general obligation bonds on behalf of Improvement District No. 18, a custodial fund. On February 12, 2013 bonds were issued to refund the outstanding principal balance of $1,345,945 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 District No. 19, a custodial fund. During fiscal year 2021, the County issued $2,437,000 in general obligation bonds on behalf of Improvement District No. 20, a custodial fund. At June 30, 2022, the outstanding balance for the Improvement Districts of $4,094,716 is reflected in the government -wide statement of net position as a receivable (see Note 10). Business -type activities: -71- Enterprise Funds Accounts receivable: Rent $ 161722 Other 525 Gross receivables 171247 Less: allowance for uncollectibles ( 100 Net total receivables 17 147 -71- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Lease Receivable The County has entered into several agreements with third parties in which they have been given the right to use certain assets owned by the County for specified periods of time in exchange for monetary compensation. These assets include land and buildings and the original terms of the leases range from 2 to 50 years with varying payment terms and requirements. For the fiscal year ending June 30, 2022, the County recognized $150,532 in lease revenue and $47,431 in interest revenue. Balance July 1, 2021 Additions Deletions Fund: General Fund $ Golf Course Fund Hawaii County -- $ 1,000,984 $ (61,150) -- 1,648,468 (53,721) Balance Due Within June 30, 2022 One Year $ 939,834 $ 62,569 1,594,747 194,563 Housing Agency -- 589,712 (35,661) 554,051 36,490 Total $ -- 3,2391164 S (I S 340884632 $ 293622 The following are the lease receivable payments due in the upcoming years: Fiscal year ending June 30: Principal Interest 2023 $ 2931622 $ 681041 2024 2951925 611263 2025 3041006 541367 2026 3091530 471296 2027 3171013 401097 2028 —2032 9871113 1171786 2033 —2037 3091370 461816 2038 —2042 2141478 1905 2043 —2047 57,575 996 Total S 3,088,632 $456467 -72- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 5. INTERFUND RECEIVABLES AND PAYABLES Interfund receivables and payables consist of the following at June 30, 2022: Receivable Fund Payable Fund General fund Capital projects fund General excise tax fund Other governmental funds Capital projects fund General excise tax fund Other governmental funds Total Other governmental funds General fund Other governmental funds General fund Other governmental funds General fund Capital projects fund General excise tax fund Other governmental funds Enterprise funds Amount $ 211,325 10,146 2,182,151 2,403,622 58,384 1,398,398 1,456,782 72,800 69,253 142,053 539,013 326,576 14,215 395,188 1,274,992 5 277 449 $ 329,971 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, 2022 consisted of the following: Transfers Out: Capital General Other General Proj ects Excise Governmental Fund Fund Tax Fund Funds Total Transfers in: Capital Projects Fund Other governmental funds $ 411384 $ -- 70,498,541 -- 70,539,925 $ -- $ 915861854 $ 318391898 $13,468,136 8,400,000 302,220 79,200,761 17,986,854 S 4,142,118 $92,668ffl7 The interfund transfers noted above include transfers from the General Fund to provide support for various County programs and to provide resources for the payment of debt services. In addition, some of the other governmental funds have made transfers to the capital projects fund for the construction of various projects. -73- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 6. CAPITAL ASSETS Capital asset activity for the fiscal year ended June 30, 2022 for the County was as follows: Balance Balance July 1, Retirements/ June 30, 2021 Additions Transfers 2022 Governmental activities: Capital assets not being depreciated: Land and improvements $ 292,632,722 $ 18,297,939 $ -- Easements 11,240,326 4,330,456 -- Construction work in progress 74,050,724 Total capital assets not being depreciated 377,923,772 Capital assets being depreciated: Buildings and improvements 809 3 69 5 60 Equipment 182,529,653 Easements 456,639 Infrastructure 689,416,290 Total capital assets being depreciated 1,681,772,142 Less accumulated depreciation for: Buildings and improvements 167 793 952 Equipment (116,958,103) Easements (456,540) Infrastructure (392,305,475) Total accumulated depreciation (677,514,070) Total capital assets being depreciated, net 1,004,258,072 42,722,863 65,351,258 18,245,626 8,560,738 9,087,497 35,893,861 (19,873,857) (19,873,857) (1,376,110) (6,205,278) (7,581,388) $ 310,93001 15,570,782 96,899,730 423,401,173 826,239,076 184,885,113 456,639 698.503.787 1,710,084,615 (13,809,682) 774,421 (180,829,213) (10,467,453) 5,675,965 (121,749,591) (28) -- (456,568) (25,144,872) -- (417,450,347) (49,422,035) 6,450,386 (720,485,719) (13,528,174) (1,131,002) 989,598,896 -74- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Amortizable right to use assets: Land Buildings and improvements Equipment Total amortizable right to use assets Less accumulated amortization for: Land Buildings and improvements Equipment Total accumulated amortization Total right to use assets being amortized, net Governmental activities capital assets, net Balance Balance July 1, Retirements/ June 30, 2021 Additions Transfers 2022 772,132 $ -- $ 772,132 -- 1506,502 -- 1506,502 -- 437,909 741,628 1,179,537 -- 16,296,543 741,628 17,03 8,171 (79,801) -- (79,801) (1,855,307) -- (1,855,307) (134,562) 548,376) (682,938) (2,069,670) 193,252 (2,618,046) 14,226,873 193,252 14,420,125 $1;382;181;844 $ 66,049,957 (204811,607) $1,427,420,194 -75- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Balance July 1, 2021 Business -type activities: Capital assets not being depreciated: Land $ 753,877 Capital assets being depreciated: Buildings and improvements 3,797,356 Ground and site improvements 272,850 Equipment 150,632 Total capital assets being depreciated 4,220,838 Less accumulated depreciation for: Buildings and Balance Retirements/ June 30, Additions Transfers 2022 175,881 7,517 183,398 improvements (1,167,327) (106,447) Ground and site improvements (232,345) (4,348) Equipment (67,846) (24,445) Total accumulated Depreciation (1,467,518) (13 5,240) Total capital assets being depreciated, net 2,753,320 Business -type activities capital assets, net 3,507,197 -76- 48,158 (933) (933) $ 753,877 3,973,237 272,850 157,216 4,403,302 -- (1,273,774) -- (236,692) 933 (91,358) 933 (1,601,824) 933 2,801,478 $ -- 3,555,355 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Depreciation and amortization expense was charged to functions/programs of the primary government as follows: General Other Governmental activities: General government $ 315401775 Public safety 515201642 Highways and streets 2711451566 Sanitation 810761566 Health, education and welfare 312871310 Culture and recreation 3,920,846 Total depreciation and amortization expense — -- -- governmental activities 51,491,705 Business -type activities: Kula`imano Elderly Housing Project $ 1031139 Ouli Ekahi Affordable Housing Project 32,101 Total depreciation and amortization expense — Rental income business -type activities $ 13 5,240 7. DEFERRED INFLOW OF RESOURCES Deferred inflow of resources consists of the following at June 30, 2022: Governmental activities: -77- Capital General Other Total General Proj ects Excise Governmental Governmental Fund Fund Tax Fund Funds Funds Real property taxes $ 3411651813 $ -- $ -- $ -- $ 3411651813 Liquor control revenue 1941089 -- -- -- 1941089 County transient accommodations tax 415221243 -- -- -- 415221243 Rental income 9391834 -- -- 211481797 3108031 Sewer revenue -- -- -- 212501944 212501944 Solid waste revenue -- -- -- 1,13 5,749 1,13 5,749 Housing revenue -- -- -- 141,147 141,147 Total presented in fund financial statements 3918211979 -- -- 5,6761637 4514981616 Add deferred inflows of resources related to pensions & OPEB 21711821490 -- -- -- 21711821490 Less adjustments for accrual of revenues (35,746,340) -- -- (3,527,840) (39,274,180) Total government - wide financial statements 221,258,129 $ -- $ --S 2,148,797 S 223,406,926 -77- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 8. LEASES The County leases machinery and equipment under noncancellable leases expiring at various dates through April 2027. These leases, in which the County will own the asset at the end of the lease, are financed from the resources of various funds. The estimated value of the leased machinery and equipment and accumulated depreciation, amount to $20,665,383 and $5,006,604, respectively, and the related present value of the remaining obligations under these finance leases amounting to $9,813,871 at June 30, 2022 are included in capital assets and long-term debt, respectively. The County also leases land, office facilities and other equipment under noncancellable, in which the County is only leasing the right to use the asset during the term of the agreement, such leases expiring through December 2031, with option years that will more than likely be exercised and will extend the leases until fiscal year 2037. The future minimum payments under these leases at June 30, 2022 are as follows: Total S 9.578.677 S 295-1329 S 14.743.776 1.567.243 9. SOLID WASTE LANDFILL CLOSURE AND POSTCLOSURE CARE COSTS Hilo Landfill In December 2019, the County closed its landfill located in the city of Hilo. 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 of closure and postclosure is $26,906,000, based on what it would cost to perform the required closure and postclosure care in 2022. Actual costs may be higher due to inflation, changes in technology, or changes in regulations. Through June 30, 2022, $23,378,000 was spent on closure and postclosure care of the landfill. The remaining estimated liability of $3,528,000 is included in the government - wide statement of net position. During the year ended June 30, 2022, $623,000 was spent on closure of the landfill. The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. Other Financing Agreement Liabilities Lease Liabilities Principal Interest Principal Interest Year Ending June 30: 2023 $ 3,876,840 $ 1551739 $ 119081261 $ 3211153 2024 217971236 781393 1,912,076 2761394 2025 116181384 391764 119581033 2301781 2026 9531845 171898 118111065 1871697 2027 3321372 31535 1,8231824 145,976 2028-2031 -- -- 3,9611870 3611366 2032-2037 -- -- 1.368.647 43.876 Total S 9.578.677 S 295-1329 S 14.743.776 1.567.243 9. SOLID WASTE LANDFILL CLOSURE AND POSTCLOSURE CARE COSTS Hilo Landfill In December 2019, the County closed its landfill located in the city of Hilo. 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 of closure and postclosure is $26,906,000, based on what it would cost to perform the required closure and postclosure care in 2022. Actual costs may be higher due to inflation, changes in technology, or changes in regulations. Through June 30, 2022, $23,378,000 was spent on closure and postclosure care of the landfill. The remaining estimated liability of $3,528,000 is included in the government - wide statement of net position. During the year ended June 30, 2022, $623,000 was spent on closure of the landfill. The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Kealakehe In October 1993, the County closed its Kealakehe landfill in Kona. Under state and federal requirements, the County would have to monitor and maintain this site for ten years from the closure date. However, the County anticipates monitoring and maintaining the site for thirty years because there is presently a subterranean fire which requires active management. The estimated cost of closure and postclosure is $16,900,000, based on what it would cost to perform the required closure and postclosure care in 2022. Actual costs may be higher due to inflation, changes in technology, or changes in regulations. Through June 30, 2022, $9,357,000 was spent on closure and postclosure care of the landfill. The remaining estimated liability of $7,543,000 is included in the government -wide statement of net position. During the year ended June 30, 2022, $258,000 was spent on closure of the landfill. The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. Pu'uanahulu In May 1993, the County contracted with a private company to construct and operate a new landfill on County land at Pu'uanahulu in West Hawaii. The present contract calls for County employees to perform the daily operations of the landfill, and for the private company to retain the overall management as well as perform all construction work on the landfill cells. Under the terms of the contract, the County has no responsibility for remediation, closure or postclosure care. Accordingly, no liability for this landfill is included in the County's financial statements. Financial Assurance For fiscal year 2022, the County has provided for financial resources that will be available to provide for closure, postclosure care and remediation 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 recordkeeping component. Local governments are required to satisfy each of the three components to pass the annual test. Management believes that the County has satisfied each of the components of the local government financial assurance requirements. In fiscal year 2013, the County closed its two metal salvage facilities located near the Hilo and Kealakehe 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 as of June 30, 2022 of approximately $17,475,000 for the remediation costs associated with these closures is included in the County's financial statements and is based on closure plans prepared by a science and engineering consultant contracted by the County, and the current value of costs expected to be incurred. The liability could change over time due to inflation or deflation, changes in technology, or changes in laws and regulations governing the remediation effort. -79- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 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 as of June 30, 2022. 10. LONG-TERM DEBT General Obligation Bonds The County issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. These bonds have been issued by the County for the primary government, component unit activities (see Note 14) and improvement districts. 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 on the bonds are a first charge on the general fund of the County. The following is a summary of general obligation bond transactions reported in the governmental activities section of the government -wide statement of net position for the County for the fiscal year ended June 30, 2022: Bonds Issue Bond Balance Bond Balance Due Within Authorized Amount July 1, 2021 Issues Retirements June 30, 2022 One Year 2007 Series C $ 10,787,388 $ 1,200,048 $ -- (S 1,200,048)-- 2013 Series B 21,010,000 7,27500 -- (2,320,000) 4,95500 243000 2013 Series C 1847000 8,30000 -- (1,955,000) 6,34500 2,03000 2013 PI Series A 1,169,000 1,032,615 -- (24,968) 1,007,647 25,655 2016 Series A 902000 9544000 -- (4,395,000) 91,04500 4,62000 2016 Series B 13,497,500 8,83000 -- (1,305,000) 7,52500 1,372,500 2016 Series C 44,83500 33,65000 -- (4,115,000) 29,53500 4,33000 2016 Series D 280000 24,180,000 -- (2,520,000) 210000 2,65000 2016 Series E 19,061,250 17,516,250 -- (1,623,750) 15,892,500 1,706,250 2017 Series A 90,000,000 81,53000 -- (3,120,000) 7841000 3,28500 2017 Series D 4347500 4347500 -- (2,825,000) 40,65000 2,950,000 2020 PI Series A 243700 2,437,000 -- -- 243700 59,000 2020 PI Series B 3,69900 3,699,000 -- -- 3,69900 9000 2020 Series A 59,81500 59,81500 -- -- 59,81500 -- 2020 Series B 2,31500 2,31500 -- (1,155,000) 1,16000 1,16000 2020 Series C 10,215,000 10,215,000 -- (922,500) 9,292,500 967,500 469,266,138 400,909,913 -- (27,481,266) 373,428,647 27,675,905 Add unamortized premium 91,063,227 65,796,727 -- (5,834,146) 59,962,581 5,706,566 $56033293365 S46637063640 -- (S3333153412) S43333913228 S3333823471 im COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 General obligation bonds payable reported in the governmental activities section on the government -wide statement of net position at June 30, 2022 are comprised of the following individual issues: Public improvement (PI) and/or refunding bonds: 2013 Series B at 3.0% to 5.0%, due through 2023 419551000 2013 Series C at 4.0% to 5.0%, due through 2024 613451000 2013 PI Series A at 2.75%, due through 2048 110071647 2016 Series A at 3.0% to 5.0%, due through 2035 9110451000 2016 Refunding Series B at 3.0% to 5.0%, due through 2026 715251000 2016 Refunding Series C at 5.0%, due through 2027 2915351000 2016 Refunding Series D at 5.0%, due through 2028 2116601000 2016 Refunding Series E at 2.0% to 5.0%, due through 2029 1518921500 2017 Series A at 5.0%, due through 2037 7814101000 2017 Refunding Series D at 3.0% to 5.0%, due through 2032 4016501000 2020 PI Series A at 1.125%, due through 2055 2143700 2020 PI Series B at 1.125%, due through 2055 316991000 2020 Series A at 4.0% to 5.0%, due through 2040 5918151000 2020 Series B at 0.4% to 0.55%, due through 2022 1,160,000 2020 Series C at 5.0%, due through 2029 9,292,500 Total general obligation bonds payable $373,428,647 Annual debt service requirements to maturity for the above general obligation bonds are as follows: Governmental Activities Fiscal year ending June 30: Principal Interest 2023 $ 2716751905 $ 1615691230 2024 2919261110 15,222,112 2025 2817471585 1318161124 2026 27061830 1214701342 2027 2912021095 111120,572 2028 —2032 11413661214 3718521424 2033 —2037 8613961761 1418951720 2038 —2042 2611001586 210381492 2043 —2047 1,188,161 1611987 2048 —2052 111101400 791144 2053 —2056 848,000 19,181 Total 373,428,647 124,245,328 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Refunded Bonds In periods prior to the year ended June 30, 2022, 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, 2022, approximately $40.7 million of bonds outstanding were considered defeased. Bond Premiums At June 30, 2022, total unamortized bond premiums were $59,962,581, which are being amortized over the remaining life of the respective bond issues. Bonds Authorized and Unissued The County Council has authorized the issuance of $821.1 million in general obligation bonds to finance both specified and unspecified capital improvement projects. At June 30, 2022, $414.3 million was not yet issued. Subsequent Events On October 27 and November 1, 2022, the County issued general obligation bond anticipation notes (BANs) in the total amount of $22.5 million and $6.0 million, respectively. These notes were issue to provide funds to the acquisition and construction of major capital facilities and bear interest of 4.03% and have an original maturity of July 19, 2023. State Revolving Fund Loans The County has obtained loans to assist in financing mandated wastewater projects from the State Water Pollution Control Revolving Fund (SRF). The purpose of this revolving fund is to provide low-interest, long-term loans and other financial assistance to the four counties in the state to finance construction of wastewater projects. The County has twelve projects approved for funding with these loans. The County's State Revolving Fund Loans are direct borrowings of the County for which its full faith and credit are pledged. The State Revolving Fund Loans are secured by the gross revenues of the County. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The schedule below shows the County's SRF transactions for the fiscal year ended June 30, 2022: Loans Approved Loan Balance Retirements / Loan Balance Due Within Authorized Amount July 1, 2021 Additions Forgiveness June 30, 2022 One Year Cesspool 316701889 30705 2027 314641255 2771238 Conversion $ 8,363,773 $ 2478,313 $ -- $ (445,607) $ 2,032,706 $ 447,838 Honoka`a LCC 4,513,158 1,966,738 -- (182,901) 1,783,837 183,817 Queen Lili`uokalani 9421,732 4,550,150 -- (495,635) 4,054,515 498,115 Kalaniana`ole 7,847,045 4429,615 -- (359,126) 4,070489 360,924 Kealakehe WWTPAU 21,162,934 12,393,278 -- (871,007) 11,522,271 873,186 North Kona 2,690404 145607 -- (80,647) 1,375,960 81,254 Kealakehe Effluent Reuse 8,677,918 101,672 -- (87,325) 1,574,347 88,201 SH Landfill Closure 23,099,553 16,387,259 -- (810,946) 15,576,313 819,075 Kealakehe Scrap Metal 8,000,973 5,050,570 -- (249,833) 4,800,737 252,337 59337773490 55033743202 $ -- $(335833027) X4637913175 S 33604,747 The remaining loans bear interest at 0.25% to 0.50% exclusive of a 0.25% to 0.75% loan fee, and require payments through fiscal year 2040. Debt service to maturity for disbursements to date on these projects are as follows: Governmental Activities Fiscal year ending June 30: Principal Interest 2023 $ 3041747 $ 3981336 2024 316261570 3681413 2025 316481727 3381126 2026 316701889 30705 2027 314641255 2771238 2028 —2032 1513521372 9741069 2033 —2037 101050,792 3951281 2038 —2040 3,372,823 49,062 Total 46,791,175 S3PI08P330 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Other General Long -Term Obligations The following is a summary of other general long-term obligations transactions for the fiscal year ended June 30, 2022: Governmental activities: Compensated absences Claims and judgments (see Note 12) Leases and other financing agreements (see Note 8) Landfill costs payable (see Note 9) Pollution remediation (see Note 9) Underground Storage Tank (see Note 9) Total Balance July 1, 2021 Additions* Pam $48,423,495 $13,106,220 $(14,444,024) 24,257,818 8,971,480 (10,698,320) 10,749,906 19,315,930 11,652,000 299,846 18,719,518 (36,104) 1,775,000 -- 115,577,737 $41,657,372 Balance Due Within June 30, 2022 One Year $47051691 $10,23603 22,530,978 5,876,117 (5,743,383) 24,322,453 (880,846) 11,071,000 (1,208,414) 17,47500 -- 1,775,000 (32,974,987) $124,2%122 * Net of new claims liability and existing claims resolved at less than previous estimate. 5,785,096 1,844,006 300,000 24,042,022 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 June 30, 2022 includes $39,909,703, which is restricted for principal payments on general obligation bonds and $6,964,345, which is restricted for the payment of interest on the bonds. Enterprise Fund Notes, Bond and Loan Payable On February 12, 2013, the County issued general obligation bonds on behalf of Kula`imano Elderly Housing Project (Project) to pay off 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 a portion of the total bonds issued, it was decided that the Project would continue to make 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. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 In fiscal year 2021, the County made the final scheduled principal payment of the bond and thus, the Project now owes the County for the remainder of the contributions. On October 29, 2012, the County assumed the loan of its lessee Ouli Ekahi 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 of the Ouli 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, 2022: Balance at July 1, 2021 $100,691 Deductions (59,190) Balance at June 30, 2022 411501 Less current portion 16 500 Loan payable, net of current portion 25 001 The following is a summary of the annual maturities for the enterprise fund loan payable: Fiscal year ending June 30: 2023 2024 2025 Total Special Assessment Bonds Business -tube Activities Principal $ 16,500 16,500 8,501 41P501 The County has issued general obligation bonds on behalf of Improvement District No. 18 for water improvements (see Note 4). 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 of the County. The improvement district's share of the refunded bonds matures annually through 2027 and bear interest at the previous rates of 4.375% to 4.75%. Total general obligation bonds payable included in the government -wide statement of net position were $650,069 at June 30, 2022. The County has also issued general obligation bonds on behalf of Improvement District No. 19 for water improvements (see Note 4). The Improvement District is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general obligations of the County. The improvement district's share of the refunded bonds matures COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 annually through 2048 and bear interest at the previous rates of 2.75%. Total general obligation bonds payable included in the government -wide statement of net position were $1,007,647 at June 30, 2022. The County has also issued general obligation bonds on behalf of Improvement District No. 20 for sewer improvements (see Note 4). The Improvement District is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general obligations of the County. The improvement district's share of the refunded bonds matures annually through 2055 and bear interest at the previous rates of 1.125%. Total general obligation bonds payable included in the government -wide statement of net position were $2,437,000 at June 30, 2022. The bonds are secured by a first lien on the land benefited by the improvements, and are to be repaid from the annual assessments levied against the owners of the land. The County acts as an agent for the property owners within the improvement districts to collect assessments receivable, forward payments to bond -paying agents at appropriate dates and, if required, administer foreclosure proceedings. The following is a summary of bond transactions for Improvement District No. 18, Coastview/Wonderview Water Improvements, No. 19, Kona Ocean View Properties Subdivision, and No. 20, Lono Kona Sewer Project for the fiscal year ended June 30, 2022: Balance at July 1, 2021 $412111798 Deductions (117,082) Balance at June 30, 2022 S4P094 716 The following is a summary of the annual maturities for the improvement district general obligation bonds: Fiscal year ending June 30: Principal Interest 2023 $ 1811057 $ 821466 2024 1871251 761489 2025 1931673 701267 2026 1991334 631795 2027 2061245 571062 2028 —2032 5971248 2231395 2033 —2037 5161762 1791156 2038 —2042 5611586 1331362 2043 —2047 6131161 821657 2048 —2052 5021399 331096 2053 —2056 336.000 7.582 Total 4 094 716 1.009,327 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 11. COMMITMENTS AND CONTINGENCIES Contractual commitments — Contractual commitments for capital projects, expenses, and supplies at June 30, 2022, 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 $ 1816691694 Capital projects fund 1801255,421 General excise tax fund 415211049 Nonmajor funds 16,321,926 219,768,090 Contractual commitments for the enterprise funds were immaterial. Intergovernmental revenues — The County has received federal and state grants for specific purposes that are subject to review and audit by grantor agencies. Such audits could lead to requests for reimbursement to the grantor agency for expenditures disallowed under terms of the grants. In the opinion of management of the County, disallowed costs, if any, would not be material. Claims — Numerous claims and lawsuits have been filed against the County in the normal course of its operations. A liability for probable losses is included on the government -wide statement of net 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 of such matters will not have a material adverse effect on the financial condition of the County. ADA compliance — The County entered into a stipulated agreement, filed on June 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 of the 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 years 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 12 -year period. Funding allocated by the County over the initial few years for facilities modifications was $17.5 million, with another $4 million of federal funding provided through community development block grants over the next 2 years. The Department of Public Works requested an additional $2 million a year for non -Parks & Recreation County facilities' ADA renovation projects. Because of severe disparities that surfaced between the original ADA projects' scoping and construction estimates and actual COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 scopes and costs, as well as time/delivery issues that came into play because of necessary permits 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 reprioritization of sites. As a result, the County obtained approval of a modified 4 -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 wherein the County apprises plaintiff s counsel and the court on its progress, highlighting achievements, noting procedural and permitting concerns and delays, and constantly updating the status and completion projects for all remaining projects. Currently, the projected completion date for all remaining projects is mid -2023. The balance of the unimproved sites would be deferred indefinitely pending separate improvement/enhancement projects that would inherently trigger accessibility improvements due to the nature of each project's scoping and applicable ADA requirements. Of the 35 park sites requiring accessibility improvements under the modified 4 -year plan plus an additional park site (Francis Wong Stadium at Ho' olulu Complex) that was reintroduced into the transition plan via the court, 20 have been completed, 1 ('Ahalanui) has been permanently omitted due to lava inundation, 3 (Hilo Bayfront, Pana` ewa Zoo, Wong Stadium) have been substantially completed and are pending contract closeout, 2 (Miloli'i, Parks Maintenance) are in various stages of design, 1 (Pa-hala Pool) has been awarded for construction and is pending permitting issues, and 9 (Pa'auilo, Papa` aloa, Kahuku, Na` alehu, Pahala Ballfield, Kolekole, NAS, Richardsons, and Disappearing Sands) are in active construction. The County has encumbered or spent more than $19M on these remaining 35 projects to date. Further to this, the County has secured a general obligation bond in the amount of $25M dedicated to the completion of the 12 projects in the active construction or earlier phases of completion. The County had spent $42.0 million for construction and design consultant costs to complete the 50 park facilities (some having multiple ADA work being completed) prior to the development of the modified four-year plan. Additionally, the County's ADA coordinator (Equal Opportunity Officer) has access to an operational account of at least $50,000 to handle requests for reasonable accommodations to assist County departments with addressing requests concerning specialized access needs. 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 Hawaii Facilities, Programs, or Services". Also, Parks has a Recreation Specialist who reviews and investigates 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 loss related to torts; theft, damage, and destruction of assets; errors and omissions; work-related injuries to employees; and natural disasters. County obtains property insurance, which includes coverage on a high deductible basis for hurricane, flood, earthquake, and lava. It also purchases insurance coverages for flood on selected structures, professional liability for emergency medical services, general liability for lifeguards (waster safety), aviation liability for helicopter operations, retired senior volunteer COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 liability coverage, auto liability for both mass transit buses and subsidized police vehicles, auto physical damage coverage for both police fleet vehicles and the Kohala Ranch fire truck, and property insurance on specific housing projects if not covered contractually. The County is substantially self-insured for liability and for all other exposures including workers' compensation. As such, emphasis is 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, 2022, the amount of this liability was $22,530,978. This is the County's best estimate based on available information. Changes in the reported liability since July 1, 2020 are given below. Workers' General Compensation Liability Balance at June 30, 2020 13 ,407, 820 Incurred claims (including IBNR)* 97000 Claim payments (3,118,369) Balance at June 30, 2021 11,259,531 Incurred claims (including IBNR)* 215401743 Claim payments (3,823,574) Balance at June 30, 2022 9,976,700 Workers' Total Compensation Liability 14,401,606 S 27,80%426 219701428 319401508 (4,373,747) (7,492,116) 12,998,287 S 24257,818 614301737 819711480 (6,874,746) (10,698,320) 12,554,278 S 22,530,978 *Net of new claims liability and existing claims resolved at less than previous estimate. 13. EMPLOYEE BENEFIT PLANS Pensions — Employees' Retirement System of the State of Hawaii Pension Plan 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 Hawaii (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/. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Benefits Provided - The ERS provides retirement, disability, and death benefits that are covered by the provisions of the noncontributory, contributory, and hybrid retirement plans. The three plans provide a monthly retirement allowance equal to the benefit multiplier (generally 1.25% or 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 of salary in lieu of vacation for members hired after June 30, 2012. For those hired between January 1, 1971 and June 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, 1971, the AFC is the average salary earned during the five highest paid years of service, including the payment of salary in lieu of vacation, or three highest paid years of service, excluding the payment of salary in lieu of vacation. For members hired before July 1, 2012, the original retirement allowance is increased by 2.5% each July 1 following the calendar year of retirement. This cumulative benefit is not compounded and increases each year by 2.5% of the original retirement allowance without a ceiling (2.5% of the original retirement allowance the first year, 5.0% the second year, 7.5% the third year, etc.). 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 to 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 35% of their average final compensation. 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 of 12.5% of average final compensation. Death Benefits - For service -connected deaths, the surviving spouse/reciprocal beneficiary receives a monthly benefit of 30% of the 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. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Ten years of credited service is required for ordinary death benefits. For ordinary death benefits, the surviving spouse/reciprocal beneficiary (until remarriage/reentry into a new reciprocal beneficiary relationship) and dependent children (up to age 18) 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 of death, the surviving spouse/reciprocal beneficiary receives 100% joint and survivor lifetime pension. Contributory Plan for Employees Hired 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 years 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 of service up to a maximum of 80%. Police and firefighters with 10 years of credited service are eligible to 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 50% of their average final compensation. Ten years of credited service is required for ordinary disability. Ordinary disability benefits are determined as 1.75% of average final compensation multiplied by the years of credit services and are payable immediately, without an actuarial reduction, and at a minimum of 30% of average final compensation. Death Benefits - For service -connected deaths, the surviving spouse/reciprocal beneficiary receives a lump sum payment of the member's contributions and accrued interest plus a monthly benefit of 50% of the average final compensation until remarriage or re-entry into a new reciprocal beneficiary relationship. If there is no surviving spouse/reciprocal beneficiary, surviving children (up to age 18) or 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 available to employees who were active at time of death with at least 1 year of service. Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest plus a percentage of the salary earned in the 12 months preceding death, or 50% 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 of service 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. -91- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Contributory Plan for Employees Hired 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 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 of service up to a maximum of 80%. Police and firefighters with 10 years of credited service are eligible to retire at age 60. Disability and Death Benefits - Members are eligible for service -related disability benefits regardless of length of service and receive a lifetime pension of 50% of their 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% of average final compensation for each year of service for police and firefighters and are payable immediately, without an actuarial reduction, at a minimum of 30% of average final compensation. Death benefits for contributory plan members hired after June 30, 2012 are generally the same as those for contributory plan members hired June 30, 2012 and prior. Hybrid Plan for Employees Hired 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 years of credited service are eligible to retire at age 62. General employees with 30 years of credited service are eligible to 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 35% of their average final compensation plus refund of their 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 of 25% of average final compensation. Death Benefits - For service -connected deaths, the surviving spouse/reciprocal beneficiary receives a lump sum payment of the member's contributions and accrued interest plus a monthly benefit of 50% of the average final compensation until remarriage or re-entry into a new reciprocal beneficiary relationship. If there is no surviving spouse/reciprocal beneficiary, surviving children (up to age 18) or 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. -92- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Ordinary death benefits are available 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 50% 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 of service 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. Hybrid Plan for Employees Hired 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 of credited service are eligible to retire at age 65. Employees 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 of service. Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest multiplied by 120%, or 50% 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 an experience study conducted every five years. Since July 1, 2005, the employer contribution rate is a fixed percentage of compensation, including the normal cost plus amounts required to pay for the unfunded actuarial accrued liabilities. The contribution rates for fiscal year 2021 were 41.00% for police and firefighters and 24.0% for all other employees. Contributions to the pension plan from the County for the year ended June 30, 20221 2021, and 2020 were $61,913,089, $63,953,781, and $52,778,035, respectively. The employer is required to make all contributions for members in the noncontributory plan. For contributory plan employees hired prior to July 1, 2012, general employees are required to contribute 7.8% of their 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% of their salary and police and firefighters are required to contribute 14.2% of 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 30, 2012 are required to contribute 8.0% of their salary. -93- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Pension liabilities, pension expense, and deferred outflows of resources and deferred inflows of resources related to pensions — At June 30, 2022, the County reported a liability of $565,147,246 for its proportionate share of the net pension liability. The net pension liability was measured as of June 30, 2021, and the total pension liability used to calculate the net pension liability was determined by an 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 June 30, 2021, the County's proportion was 4.63%, which was an increase of .08% from its proportion measured as of June 30, 2020. For the year ended June 30, 2022, the County recognized pension expense of $66,030,110. At June 30, 2022, the County reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes in assumptions Changes in proportion and differences between employer contributions and proportionate share of contributions County contributions subsequent to the measurement date Total Deferred Deferred Outflows Inflows of of Resources Resources $ 2312561329 $ 410621347 -- 11413581422 7211085 2691156 3417481328 2317161109 61,913,089 -- 120,638,831 142,406,034 $61,913,089 reported as deferred outflows of resources 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 liability in the fiscal year ended June 30, 2023. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: •.1 Actuarial assumptions — The total pension liability in the June 30, 2021 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 annum, including inflation Cost of living adjustments 2.50% 11.50% Mortality rates used in the actuarial valuation as of June 30, 2021 were based on the following: Active members — Multiples of the Pub -2010 mortality table for active 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, 2021 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 of non -disabled -95- Net Deferred Outflows (Inflows) Fiscal Year Ending June 30, of Resources 2023 $ (16,279,204) 2024 (17,917,308) 2025 (22,196,953) 2026 (28,530,887) 2027 1.244.060 •.1 Actuarial assumptions — The total pension liability in the June 30, 2021 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 annum, including inflation Cost of living adjustments 2.50% 11.50% Mortality rates used in the actuarial valuation as of June 30, 2021 were based on the following: Active members — Multiples of the Pub -2010 mortality table for active 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, 2021 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 of non -disabled -95- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 retirees in ERS and (2) to update pre -retirement mortality tables for active employees to the recently published Pub -2010 mortality tables for active employees, by job classification. The long-term expected rate of return on pension plan investments was determined using a "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 to produce the long-term expected rate of return by weighting the expected nominal real rates of return by the target asset allocation percentage. The target allocation and best estimates of geometric rates of return for each major asset class are summarized in the following table: * Uses an expected inflation rate of 2.10%. Discount rate — The discount rate used to measure the total pension liability was 7.00%, which was the same rate used at the prior measurement date. The projection of cash flows used to 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. Based 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 changes in the discount rate — The following presents the County's proportionate share of the net pension liability calculated using the discount rate of 7.00%, as well as what the County's proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1 -percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current rate: 1% Decrease Current Discount 1% Increase (6.00%) Rate (7.00%) (8.00%) County's proportionate share of the net pension liability 795,646,878 S 565,147,246 S 375,108,125 Long -Term Long -Term Strategic Allocation Target Expected Rate of Expected Real (Risk -Based Classes) Allocation Return Rate of Return* Broad growth 63.00% 8.00% 5.90% Diversifying Strategies 37.00% 5.10% 3.00% 100 000/� * Uses an expected inflation rate of 2.10%. Discount rate — The discount rate used to measure the total pension liability was 7.00%, which was the same rate used at the prior measurement date. The projection of cash flows used to 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. Based 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 changes in the discount rate — The following presents the County's proportionate share of the net pension liability calculated using the discount rate of 7.00%, as well as what the County's proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1 -percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current rate: 1% Decrease Current Discount 1% Increase (6.00%) Rate (7.00%) (8.00%) County's proportionate share of the net pension liability 795,646,878 S 565,147,246 S 375,108,125 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Pension plan fiduciary net position —Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS Annual Comprehensive Financial Report (ACFR) that includes financial statements and required supplementary information. Payables to the pension plan — At June 30, 2022, the annual amount payable to the ERS totaled $7,552,797, which represents the employer contribution for the second half of the month of June 2022, as required by HRS, and the excess pension cost under Act 153/SLH 2- 12 REFER HRS Section 88-100 for fiscal year ended June 30, 2022. 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 Hawaii Bandsmen Pension System) who are or were ineligible for benefits under ERS and whose employment began before June 1, 1990. Under 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 $50 per month. There are no assets accumulated in a trust for the payment of benefits. As of the valuation date of June 30, 2022, there were 15 inactive employees or beneficiaries receiving benefits; 11 inactive employees not yet receiving benefit payments; and 4 active members. Pension liabilities, pension expense, and deferred outflows of resources and deferred inflows of resources related to pensions — At June 30, 2022, the County reported a liability of $840,786. The total pension liability was measured as of June 30, 2022 based on an actuarial valuation as of July 1, 2022. For the year ended June 30, 2022, the County recognized pension payments of $37,713 and a negative pension expense of $254,504. Actuarial assumptions — The total pension liability in the June 30, 2022 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 3.69% based on the daily municipal bond rate closest to but not later than the measurement date of the Fidelity "20 -Year Municipal GO AA Index". -97- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The following presents the County's total pension liability calculated using the discount rate of 3.69%, 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 (2.69%) or 1 -percentage -point higher (4.69%) than the current rate: 1% Decrease Current Discount 1% Increase (2.69%) Rate (3.69%) (4.69%) County's total pension liability S 960,908 S 840,786 S 741 495 Schedule of Changes in Total Pension Liability Measurement year ending June 30, Total Pension Liability Service cost Interest Difference between expected and actual experience Changes of assumptions Benefit payments Net Change in Total Pension Liability Total Pension Liability — Beginning Total Pension Liability — Ending Post -Retirement Benefits 2022 $ 11,943 21,813 (68,212) (230,048) (37,713) (302,217) 1,143,003 840,786 In addition to providing pension benefits, the County is required by state statute (HRS Chapter 87A) to contribute to the Hawaii Employer -Union Health Benefits Trust Fund (the EUTF). The EUTF is an agent, multiple -employer defined benefit plan providing certain healthcare and life insurance benefits to all qualified retirees, active employees, their dependents and their beneficiaries. Benefits Provided — Chapter 87A of the HRS grants the authority to establish and amend the benefit terms to the board of trustees of the EUTF. The EUTF currently provides medical, prescription drug, dental, vision, chiropractic, supplemental medical and prescription drug, and group life insurance benefits for retirees and their dependents. The following table provides a summary of the number of employees covered by the benefit terms as of July 1, 2021. Inactive employees or beneficiaries currently receiving benefits 1,765 Inactive employees entitled but not yet receiving benefit payments 199 Active employees 2,475 4,439 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Contributions — The County's contribution levels are established by Chapter 87A of the HRS. The county was required to contribute 100% of the ARC starting in fiscal year 2019. The ARC represents a level of funding that is sufficient to cover, 1) the normal cost, which is the cost of the other postemployment benefits attributable to the current year of service; and 2) an 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 June 30, 2022, contributions to the OPEB Plan from the County totaled $38,439,395 which resulted in an average contribution rate of approximately 19.6% of covered -employee payroll. On July 13, 2020, to address the budget shortfalls resulting from the COVID-19 pandemic, the Governor of the State of Hawai `i approved an emergency proclamation that suspended the law requiring employers to pay the OPEB pre -funding in fiscal year 2021. This has been extended to fiscal year 2022. For employees hired prior to July 1, 1996, the County pays the entire monthly healthcare premium for employees retiring with 10 or more years of credited service, and 50% of the monthly premium for employees retiring with fewer than 10 years of credited service. The current (pay-as-you-go) premium costs are paid by the respective funds but the net other postemployment benefit obligation is paid by the General Fund. For employees hired after June 30, 1996, and who retire with fewer than 10 years of service, the County makes no contributions. For those retiring with at least 10 years but fewer than 15 years of service, the County pays 50% of the retired employees' monthly Medicare or non - Medicare premium. For employees hired after June 30, 1996, and who retire with at least 15 years but fewer than 25 years of service, the County pays 75% of the retired employees' monthly Medicare or non -Medicare premium. For those retiring with over 25 years of service, the County pays the entire healthcare premium. For employees hired after June 30, 2001, and who retire with fewer than 10 years of service, the County makes no contributions. For those retiring with at least 10 years but fewer than 15 years of service, the County pays 50% of the retired employees' monthly Medicare or non - Medicare premium based on the self -plan. For employees hired after June 30, 2001, and who retire with at least 15 years but fewer than 25 years of service, the County pays 75% of the retired employees' monthly Medicare or non -Medicare premium; for those retiring with over 25 years of service, the County pays the entire healthcare premium. 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 HRS. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Net OPEB liability — The County's net OPEB liability was measured as of July 1, 2021, and the total OPEB 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 11 2021, and the reporting date, June 30, 2022, that are expected to have a significant effect on the net OPEB liability. Actuarial assumptions — The total OPEB liability in the July 1, 2021 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Inflation Salary increases Payroll growth rate Investment rate of return Healthcare cost trend rates PPO HMO Part B & base monthly contribution Dental Vision Life insurance 2.50% 3.50% - 7.00%, including inflation 3.50% 7.00% Initial rates of 7.25%; declining to a rate of 4.70% after 12 years Initial rate of 7.25%; declining to a rate of 4.70% after 12 years Initial rates of 5.00%; declining to a rate of 4.70% after 9 years 4.00% 2.50% 0.00% Mortality rates used in the actuarial valuation as of July 1, 2021 were based on the following: Active members — Multiples of the Pub -2010, Employee Tables for active 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 retirees' 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. -100- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The actuarial assumptions used in the July 1, 2021 valuation were based on the experience study covering the five year period ending June 30, 2018 as conducted for the Hawaii Employees' Retirement System (ERS). A Single Discount Rate of 7.00% was used to measure the total OPEB liability. This Single Discount Rate was based on the expected rate of return on OPEB plan investments of 7.00%. Beginning with the FYE 19 contribution, the funding policy of the County of Hawaii is to pay the recommended actuarially determined contribution, which is based on layered, closed amortization periods. In July 2020, the Governor's office issued the Tenth Proclamation related to the Covid-19 Emergency, allowing employers of the EUTF to suspend ACT 268 contributions for fiscal year ending June 30, 2021 and instead limit their contribution amounts to the OPEB benefits due. This relief provision related to OPEB funding was extended to the fiscal year ended June 30, 2022 and 2023 by Act 229, Session Laws of Hawaii 2021. The EUTF's fiduciary net position is still expected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on the EUTF's investments was applied to all periods of projected benefit payments to determine the total OPEB liability. The target allocation and best estimates of arithmetic rates of return for each major asset class are summarized in the following table: -101- Long -Term Strategic Allocation Target Expected Real (Risk -Based Classes) Allocation Rate of Return U.S. Equity 16.00% 6.09% Private Equity 12.50% 10.19% Non -U.S. Equity 11.50% 7.12% Real Assets 10.00% 6.16% Trend Following 10.00% 2.01% Private Credit 8.00% 5.83% US Microcap 6.00% 7.62% Long Treasuries 6.00% 1.06% Reinsurance 5.00% 4.44% Global Options 5.00% 4.33% Alternative Risk Premia 5.00% 1.46% TIPS 5.00% (0.07%) 1 nn nno/I -101- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Changes in the Net OPEB Liability: Current Discount 1% Increase (6.00%) The following schedule presents the changes in the net OPEB liability for the fiscal year ending June 30, 2022: S 235,582,609 Increase (Decrease) Total OPEB Plan Fiduciary Net OPEB Liability Net Position Liability (a) (b) (a) -(b) Balance at June 30, 2021 S 586,581,909 S 213,616,220 372,965,689 Changes for the fiscal year: Service cost 1217641228 -- 1217641228 Interest on the total OPEB liability 4018321661 -- 40,8321661 Employer contributions -- 3813341627 (38,334,627) Net investment income -- 5713391331 (57,339,331) Benefit payments (19,280,575) (19,280,575) -- Administrative expense -- (29,421) 291421 Difference between expected and actual experience (19,584,810) -- (19,584,810) Other -- (170,462) 170,462 Net changes $ 14,731,504 $ 76,193,500 $ (61,461,996)) Balance at June 30, 2022 601,313,413 S 289,809,720 31 L503,693 Sensitivity of the net OPER liability to changes in the discount rate — The following presents the net OPEB liability of the County, as well as what the County's net OPEB liability would be if it were calculated using a discount rate that is 1 -percentage -point lower (6.00%) or 1 - percentage -point higher (8.00%) than the current discount rate: 1% Decrease Current Discount 1% Increase (6.00%) Rate (7.00%) (8.00%) County's net OPEB liability 408,287,091 311,503,693 S 235,582,609 Sensitivity of the net OPER liability to changes in the healthcare cost trend rates — The following presents the net OPEB liability of the County, as well as what the County's net OPEB liability would be if it were calculated using 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 1% Decrease Trend Rate 1% Increase County's net OPEB liability 231,702,450 311,503,693 S 414,952,816 -102- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 For the year ended June 30, 2022, the County recognized OPEB expense of $24,970,185. At June 30, 2022, the County reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Difference between expected and actual experience Changes of assumptions Net difference between projected and actual earnings on OPEB plan investments County contributions subsequent to the measurement date Total Deferred Deferred Outflows Inflows of of RPcnnrr-Pc RPcnnro,-c $ 512091092 $ 4616511915 410991958 214051834 -- 2517181707 38,439,395 -- 47,748,445 74,776,456 $38,439,395 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 of the net OPEB liability in the fiscal year ended June 30, 2023. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: 65.467.406 The EUTF issues a publicly available financial report that includes financial statements and required supplementary information, which is available on-line at their web -site www.eutf.hawaii.gov or by contacting them at P.O. Box 2121, Honolulu, HI 96805-2121. Deferred Compensation Plan County employees are permitted to participate in a deferred compensation plan of the State of Hawaii, adopted pursuant to Internal Revenue Code (IRC) section 457. The plan permits eligible employees to defer a portion of their salary until future years by contributing to a fund - 103- Net deferred inflows of Fiscal Year Ending June 30, resources 2023 $ 1215381995 2024 1215161263 2025 13,3 82,169 2026 161040,965 2027 81190,944 Thereafter 2.798.070 65.467.406 The EUTF issues a publicly available financial report that includes financial statements and required supplementary information, which is available on-line at their web -site www.eutf.hawaii.gov or by contacting them at P.O. Box 2121, Honolulu, HI 96805-2121. Deferred Compensation Plan County employees are permitted to participate in a deferred compensation plan of the State of Hawaii, adopted pursuant to Internal Revenue Code (IRC) section 457. The plan permits eligible employees to defer a portion of their salary until future years by contributing to a fund - 103- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 managed by a plan administrator. The deferred compensation amounts are not available to 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 of funds and assets in the plans, but does have the duty of due care that would be required of an ordinary prudent investor. Therefore, the deferred compensation plan assets are not reported in the accompanying basic financial statements. 14. COMPONENT UNIT DISCLOSURES Deposits and Investments At June 30, 2022, the carrying amount of cash, time certificates of deposit and money market funds of $44,070,071, with bank balances of $44,771,351 were held by the County on behalf of the Department. These balances were fully insured or collateralized with securities held by the County's agent in the County's name. The deposits and investments include cash received by the Department that is restricted as to use and is recorded as a restricted asset. Such funds amounted to $888,225 at June 30, 2022. Capital Assets The Department began operations as of January 1, 1950. At that date, the utility plant in service was transferred to the Department from the County at the cost of the utility plant assets acquired by the County for its water system from January 1, 1924 to December 31, 1949, less accumulated depreciation. Acquisitions prior to 1924 and acquisitions by gift or grant prior to 1950 are not included in utility plant. Additions to utility plant since January 1, 1950 are stated at original cost and include contributions by governmental agencies, private subdividers and customers at their cost or estimated cost. Construction costs include amounts for contract work, engineering supervision and other direct and indirect costs. Depreciation on the Department's utility plant assets in service is computed using the straight-line method over the estimated useful lives of the assets as follows: Structures and improvements 40 to 50 years Machinery and equipment 5 to 25 years Water systems 10 to 40 years -104- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The capital assets of the Department at June 30, 2022 were as follows: Depreciable assets Utility plant in service $58415531473 Less: accumulated depreciation (306,479,516) 27810731957 Nondepreciable assets Preliminary survey and investigation charges 212131049 Construction work in progress 1919371881 Land and rights 5,324,040 June 30, 2022 27,474,970 Right to use lease assets Land 2261050 Equipment 571470 Less: accumulated amortization (26,068) $ 5,324,040 257,452 Net capital assets $305,806,379 The following is a summary of changes in capital assets during the fiscal year ended June 30, 2022. - 105- Balance July 1, 2021 Retirements/ Balance restated Additions Transfers June 30, 2022 Nondepreciable assets Land and rights $ 5,268,940 $ 55,100 $ -- $ 5,324,040 Preliminary survey and investigation charges 3,256,742 900,436 (1,943,129) 2,213,049 Construction work in progress 24,436,397 14,229,897 (18,728,413) 19,937,881 Total capital assets not being depreciated 32,961,079 15,185,433 (20,671,542) 27,474,970 Depreciable assets Utility plant in service 5601826,916 26,72807 (3,002,330) 584,553,473 Less accumulated depreciation (293,271,311) 15,765,318) 2,557,113 (306,479,516) Total capital assets being depreciated 267,555,605 10,963,569 (445,217) 278,073,957 Right to use lease assets Land 226,050 -- -- 226,050 Equipment 35,010 22,460 -- 57,470 261,060 22,460 -- 283,520 Accumulated amortization Land -- (5,626) -- (5,626) Equipment -- (20,442) -- (20,442) -- (26,068) -- (26,068) Total right to use lease assets 261,060 (3,608) -- 257,452 Net capital assets 300,777,744 $26,145,394 $(21,116,759) 305,806,379 - 105- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 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 $20,139,155 at June 30, 2022. General obligation bonds payable issued on behalf of the Department and other long-term debt at June 30, 2022 are comprised of the following: Public improvement bonds: 2008 Series A at 4.125%, due through 2043 $ 1141155 Public improvement refunding bonds: 2016 Series B at 3.0% to 5.0%, due through 2026 715251000 2016 Series E at 2.0% to 5.0%, due through 2029 512971500 2020 Series C & D at 5.0%, due through 2029 310971500 USDA Bond #R-1 at 2.0%, due through 2057 411051000 Revolving fund loans: State revolving fund loans, interest up to 1.0%, 53,580,508 due through 2041 Total long-term debt 7317191663 Add: Unamortized premium 1,359,370 Total 75,079,033 At June 30, 2022, future principal and interest payments for long-term debt are scheduled as follows: Fiscal year ending June 30: Principal Interest Total 2023 $ 516391478 $ 115141236 $ 711531714 2024 517951184 113421720 711371904 2025 610461180 111681476 712141656 2026 611981442 110011040 711991482 2027 613511350 8281135 7,179,485 2028 —2032 191792,476 215891253 2213811729 2033 —2037 1513531215 111901560 1615431775 2038 —2042 614181982 3681584 617871566 2043-2047 6611507 1391744 8011251 2048-2052 7041214 881902 7931116 2053-2057 758,635 34,478 793,113 Total 73,71903 S 10,266,128 83,985,791 -106- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The following is a summary of changes in long-term debt during the fiscal year ended June 30, 2022: Total 67,451,427 14,105,000 (6,477,394) 75,079,033 5,902,341 Contributions in Aid of Construction The Department recognized $12,653,207 of contributions in aid of construction for the fiscal year ended June 30, 2022. Other Long -Term Liabilities The following is a summary of other long-term obligations transactions for the fiscal year ended June 30, 2022: Balance Balance Due Within July 1, 2021 Additions Decreases June 30, 2022 One Year State revolving fund loans $ 46,997,951 $ 10,000,000 $ (3,417,443) $ 53,580,508 $ 3,372,203 Public improvement June 30, 2022 One Year Customers' deposits $ 16,119,667 bonds 18,831,243 4,10500 (2,797,088) 20,139,155 2,267,275 Add: unamortized 894,553 (969,745) 119541476 644,977 premium 1,622,233 -- (262,863) 1,359,370 262,863 Total 67,451,427 14,105,000 (6,477,394) 75,079,033 5,902,341 Contributions in Aid of Construction The Department recognized $12,653,207 of contributions in aid of construction for the fiscal year ended June 30, 2022. Other Long -Term Liabilities The following is a summary of other long-term obligations transactions for the fiscal year ended June 30, 2022: Total S 18,790,395 S 1,627,253 (1,465,788) S 184951,860 1,049,737 Commitments and Contingent Liabilities Claims and judgments — The Department maintains property, auto liability, and general liability insurance policies. The Department remains self-insured for workers' compensation and other perils. The liability at June 30, 2022 for workers' compensation claims of $300,000 was estimated based on a combination of case-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 approximated $14,126,000 at June 30, 2022. - 107- Balance July 1, 2021 Deductions/ Balance Due Within restated Additions Pam June 30, 2022 One Year Customers' deposits $ 16,119,667 $ 710,240 $ (391,609) $ 16,438,298 $ 234,727 Accrued vacation 2,02908 894,553 (969,745) 119541476 644,977 Accrued workers' compensation 3801000 -- (80,000) 300,000 138,464 Leases payable 261,060 22,460 (24,434) 259,086 31,569 Total S 18,790,395 S 1,627,253 (1,465,788) S 184951,860 1,049,737 Commitments and Contingent Liabilities Claims and judgments — The Department maintains property, auto liability, and general liability insurance policies. The Department remains self-insured for workers' compensation and other perils. The liability at June 30, 2022 for workers' compensation claims of $300,000 was estimated based on a combination of case-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 approximated $14,126,000 at June 30, 2022. - 107- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Pension Plan Pension liabilities, pension expense, and deferred outflows of resources and deferred inflows of resources related to pensions — At June 30, 2022, the Department reported a liability of $29,017,165 for its proportionate share of the net pension liability. The net pension liability was measured as of June 30, 2021, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. 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 all participating employers. At June 30, 2021, the Department's proportion was .24%, which is an increase of .1% from its proportion measured as of June 30, 2020. For the year ended June 30, 2022, the Department recognized pension expense of $3,344,975. At June 30, 2022, the Department reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Differences between expected and actual experience Net difference between projected and actual earnings on pension plan investments Changes in assumptions Changes in proportion and differences between employer contributions and proportionate share of contributions Department contributions subsequent to the measurement date Total Deferred Deferred Outflows Inflows of of Resources Resources $ 8111089 $ -- -- 419271920 80,006 -- 1,685,588 112381689 2,477,404 -- 5,054,087 S 6,166,609 The $2,477,404 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 June 30, 2023. COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: (3,589,926) Sensitivity of the Department's proportionate share of the net pension liability to changes in the 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 share of the net pension liability would be if it were calculated using a discount rate that is 1 - percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current rate: 1% Decrease Current Discount 1% Increase (6.00%) Rate (7.00%) (8.00%) Department's proportionate share of the net pension liability 39,578,213 29,017,165 20,310,191 Pension plan fiduciary net position —Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS Annual Comprehensive Financial Report (ACFR) that includes financial statements and required supplementary information. Payables to the pension plan — At June 30, 2022, the annual amount payable to the ERS totaled $321,521, which represents the employer contribution for the month of June 2021 and an accrual for excess pension costs attributed to the fiscal year, as required by HRS. Post -Retirement Benefits Other than Pensions (OPEB) Net OPEB liability, OPEB expense, and deferred outflows of resources and deferred inflows of resources related to OPEB — At June 30, 2022, the Department reported a net OPEB liability of $10,451,786. The net OPEB liability was measured as of July 1, 2021, 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, 2022, the Department recognized OPEB expense of $581,414. _109- Net Deferred Outflows (Inflows) of Fiscal Year Ending June 30, Resources 2023 $ (492,227) 2024 (879,557) 2025 (946,490) 2026 (1,304,725) 2027 33.073 (3,589,926) Sensitivity of the Department's proportionate share of the net pension liability to changes in the 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 share of the net pension liability would be if it were calculated using a discount rate that is 1 - percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current rate: 1% Decrease Current Discount 1% Increase (6.00%) Rate (7.00%) (8.00%) Department's proportionate share of the net pension liability 39,578,213 29,017,165 20,310,191 Pension plan fiduciary net position —Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS Annual Comprehensive Financial Report (ACFR) that includes financial statements and required supplementary information. Payables to the pension plan — At June 30, 2022, the annual amount payable to the ERS totaled $321,521, which represents the employer contribution for the month of June 2021 and an accrual for excess pension costs attributed to the fiscal year, as required by HRS. Post -Retirement Benefits Other than Pensions (OPEB) Net OPEB liability, OPEB expense, and deferred outflows of resources and deferred inflows of resources related to OPEB — At June 30, 2022, the Department reported a net OPEB liability of $10,451,786. The net OPEB liability was measured as of July 1, 2021, 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, 2022, the Department recognized OPEB expense of $581,414. _109- COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 At June 30, 2022, 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 $ -- $ 2,5661499 Changes of assumptions 2461074 1331761 Net difference between projected and actual earnings on OPEB plan investments -- 215581725 Employer contributions subsequent to the measurement date 2,148,000 -- Total S 2.394.074 S 5.258.985 $2,148,000 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 OPEB liability in the fiscal year ended June 30, 2023. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Fiscal Year Ending June 30. 2023 2024 2025 2026 2027 Thereafter - 110 - Net Deferred Inflows of $ 111161608 1,114,177 1,167,543 1,289,397 309,489 15,697 5,012,911 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 Changes in the Net OPEB Liability: Current Discount 1% Increase (6.00%) The following schedule presents the changes in the net OPEB liability for the fiscal year ending June 30, 2022: 5,915,712 Increase (Decrease) Total OPEB Plan Fiduciary Net OPEB Liability Net Position Liability (a) (b) (a) -(b) Balance at June 30, 2021 $ 35,237,107 $ 20,843,293 $ 14,393,814 Changes for the fiscal year: Service cost 7621769 -- 7621769 Interest on the total OPEB liability 2,4561079 -- 214561079 Employer contributions -- 112101523 (1,210,523) Net investment income -- 516661092 (5,666,092) Benefit payments (1,063,301) (1,063,301) -- Administrative expense -- (2,922) 21922 Difference between expected and actual experience (287,233) -- (287,233) Other -- (50) 50 Net changes $ 1,868,314 $ 5,810,342 $ (3,942,028) Balance at June 30, 2022 37,105,421 26,653,635 10,451,786 Sensitivity of the net OPER liability to changes in the discount rate — The following 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 1 -percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current discount rate: 1% Decrease Current Discount 1% Increase (6.00%) Rate (7.00%) (8.00%) Department's net OPEB liability 16,140,504 10,451,786 5,915,712 Sensitivity of the net OPER liability to changes in the healthcare cost trend rates — The following 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 healthcare cost trend rate that is 1 - percentage -point lower or 1 -percentage -point higher than the current healthcare cost trend rate: Department's net OPEB liability Current Healthcare Cost 1% Decrease Trend Rate 5,643,775 10,451J86 1% Increase 16,601,852 COUNTY OF HAWAI `I Notes to the Basic Financial Statements June 30, 2022 The EUTF issues a publicly available financial report that includes financial statements and required supplementary information, which is available on-line at their web -site www.eutf.hawaii.gov or by contacting them at P.O. Box 2121, Honolulu, HI 96805-2121. Prior Period Adjustment Net position as of July 1, 2021 has been restated due to errors related to capital assets that were misclassified and should have been either placed in service (classified as utility plant in service) or written -off prior to June 30, 2021. Therefore, an adjustment was made to increase utility plant in service by $22,057,519, decrease construction work in progress by $20,562,979, increase accumulated depreciation by $1,224,752, and decrease preliminary survey and investigation charges by $2,259,839 as of June 30, 2021. The effect for the fiscal year ended June 30, 2021 was a decrease in change in net position of $460,378 and a decrease in beginning net position as of July 1, 2021 of $1,990,051. - 112 - COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Schedule of Changes in the Net OPEB Liability and Related Ratios Last 10 Fiscal Years* Total OPEB Liability Service Cost Interest on the total OPEB liability Benefit payments Difference between expected and actual experience Net change in total OPEB liability Total OPEB liability - Beginning Total OPEB liability - Ending Plan fiduciary net position Contributions - employer Net investment income Benefit payments Administrative expense Other Net change in plan fiduciary net position Plan fiduciary net position - Beginning Plan fiduciary net position - Ending Net OPEB liability Plan fiduciary net position as a percentage of the total OPEB liability Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 113- 2022 Count Department $ 1217641228 $ 7621769 4018321661 214561079 (19,280,575) (1,063,301) (19,584,810) (287,233) 1417311504 118681314 586,581,909 35,237,107 $ 60113131413 $ 3711051421 $ 3813341627 $ 112101523 5713391331 516661092 (19,280,575) (1,063,301) (29,421) (2,922) (170,462) (50) 761193,500 518101342 213,616,220 20,843,293 $ 2891809,720 $ 2616531635 $ 31115031693 $ 1014511786 48.2% 71.8% $ 19719781022 $ 1017131826 157.3% 97.6% COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Net OPEB liability $ 37219651689 $ 1413931814 Plan fiduciary net position as a percentage of the total OPEB liability 36.4% 59.2% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 114 - $ 18910531873 $ 1012661331 197.4% 140.2% 2021 Count Department Total OPEB Liability Service Cost $ 131182,551 $ 7731607 Interest on the total OPEB liability 4114121243 214831573 Benefit payments (19,277,123) (11036,438) Difference between expected and actual experience (39,988,932) (2,403,748) Change in assumptions (3,397,584) (190,921) Net change in total OPEB liability (8,068,845) (373,927) Total OPEB liability - Beginning 594,650,754 35,611,034 Total OPEB liability - Ending $ 58615811909 $ 3 5,23 7,107 Plan fiduciary net position Contributions - employer $ 4116041474 $119771000 Net investment income 3061539 3761721 Benefit payments (19,277,123) (11036,438) Administrative expense (29,192) (3,013) Other 127,017 (2,264) Net change in plan fiduciary net position 2612311715 113121006 Plan fiduciary net position - Beginning 187,384,505 19,531,287 Plan fiduciary net position - Ending $ 21316161220 $ 2018431293 Net OPEB liability $ 37219651689 $ 1413931814 Plan fiduciary net position as a percentage of the total OPEB liability 36.4% 59.2% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 114 - $ 18910531873 $ 1012661331 197.4% 140.2% COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Net OPEB liability $ 40712661249 $ 1610791747 Plan fiduciary net position as a percentage of the total OPEB liability 31.5% 54.9% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 115- $ 18515751775 $ 1012641425 219.5% 156.7% 2020 Count Department Total OPEB Liability Service Cost $ 1214021599 $ 7461672 Interest on the total OPEB liability 3813811475 213491959 Benefit payments (18,651,726) (1,012,084) Difference between expected and actual experience 912241217 (314,598) Change in assumptions 1,862,836 137,542 Net change in total OPEB liability 4312191401 119071491 Total OPEB liability - Beginning 551,431,353 33,703,543 Total OPEB liability - Ending $ 5941650,754 $ 3516111034 Plan fiduciary net position Contributions - employer $ 3917701000 $119901000 Net investment income 711871610 7641696 Benefit payments (18,651,726) (1,012,084) Administrative expense (49,623) (5,493) Other 8,531,701 522,371 Net change in plan fiduciary net position 3617871962 212591490 Plan fiduciary net position - Beginning 150,596,543 17,271,797 Plan fiduciary net position - Ending $ 18713841505 $ 1915311287 Net OPEB liability $ 40712661249 $ 1610791747 Plan fiduciary net position as a percentage of the total OPEB liability 31.5% 54.9% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 115- $ 18515751775 $ 1012641425 219.5% 156.7% COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Net OPEB liability $ 40018341810 $ 16,431,746 Plan fiduciary net position as a percentage of the total OPEB liability 27.3% 51.3% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 116 - $ 17818891344 $ 1012121595 224.1% 160.9% 2019 Count Department Total OPEB Liability Service Cost $ 121056,311 $ 6981126 Interest on the total OPEB liability 3610361284 212641524 Benefit payments (17,998,013) (1,016,548) Difference between expected and actual experience (3,679,099) (1,184,347) Change in assumptions 7,240,956 432,233 Net change in total OPEB liability 3316561439 111931988 Total OPEB liability - Beginning 517,774,914 32,509,555 Total OPEB liability - Ending $ 55114311353 $ 3317031543 Plan fiduciary net position Contributions - employer $ 3218291013 $119361548 Net investment income 914741156 1,111,306 Benefit payments (17,998,013) (1,016,548) Administrative expense (29,227) (3,336) Net change in plan fiduciary net position 2412751929 210271970 Plan fiduciary net position - Beginning 12613201614 1512431827 Plan fiduciary net position - Ending $ 15015961543 $ 17,271,797 Net OPEB liability $ 40018341810 $ 16,431,746 Plan fiduciary net position as a percentage of the total OPEB liability 27.3% 51.3% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll - 116 - $ 17818891344 $ 1012121595 224.1% 160.9% COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Net OPEB liability $ 39114541300 $ 1712651728 Plan fiduciary net position as a percentage of the total OPEB liability 24.4% 46.9% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll $ 17216781405 $ 917911132 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 - 117- 2018 Count Department Total OPEB Liability Service Cost $ 1117571502 $ 6871414 Interest on the total OPEB liability 3410461407 211351490 Benefit payments (17,054,987) (953,288) Net change in total OPEB liability 2817481922 1,869,616 Total OPEB liability - Beginning 489,025,992 30,639,939 Total OPEB liability - Ending $ 517,7741914 $ 3215091555 Plan fiduciary net position Contributions - employer $ 281549,987 $118671788 Net investment income 10,380,705 1,245,946 Benefit payments (17,054,987) (953,288) Administrative expense (23,228) (2,782) Other 266,457 16,370 Net change in plan fiduciary net position 2211181934 211741034 Plan fiduciary net position - Beginning 10412011680 1310691793 Plan fiduciary net position - Ending $ 12613201614 $ 1512431827 Net OPEB liability $ 39114541300 $ 1712651728 Plan fiduciary net position as a percentage of the total OPEB liability 24.4% 46.9% Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll $ 17216781405 $ 917911132 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 - 117- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Schedule of Contributions (OPEB) Last 10 Fiscal Years County: Fiscal Year Ended Actuarially Determined Contribution Contributions in Relation to the Actuarially Determined Contribution Contribution Deficiency (Excess) Covered- Employee Payroll Contributions as a %age of Covered - Employee Payroll June 30, 2022 $ 45114700 $ 3814391395 $ 617071605 $ 19518661428 19.6% June 30, 2021 $ 4219171000 $ 3811811347 $ 417351653 $ 19719781022 19.3% June 30, 2020 $ 4114641000 $ 4116041474 $ 140,474 $ 189,053,873 22.0% June 30, 2019 $ 3917701000 $ 3917701000 $ -- $ 1851575,775 21.4% June 30, 2018 $ 3717481000 $ 3218291013 $ 419181987 $ 17818891344 21.1% June 30, 2017 $ 3614721000 $ 2815491987 $ 719221013 $ 17216781405 21.1% June 30, 2016 $ 3316141000 $ 2217471340 $ 1018661660 $ 15917441324 14.2% June 30, 2015 $ 3214781000 $ 1816571000 $ 1318211000 $ 15214901296 12.2% June 30, 2014 $ 3015261000 $ 1714531000 $ 1310731000 $ 13914231481 12.5% June 30, 2013 $ 2914941000 $ 1318921000 $ 1516021000 $ 13018031306 10.6% Department: Fiscal Year Ended Actuarially Determined Contribution Contributions in Relation to the Actuarially Determined Contribution Contribution Deficiency Excess Covered- Employee Payroll Contributions as a %age of Covered - Employee Payroll June 30, 2022 $ 211481000 $ 211481000 $ -- $1110201814 19.5% June 30, 2021 $ 210461000 $ 112101523 $ 8351477 $1017131826 11.3% June 30, 2020 $ 1197700 $ 1197700 $ -- $1012661331 19.3% June 30, 2019 $ 119901000 $ 1199000 $ -- $1012641425 19.4% June 30, 2018 $ 119331000 $ 119361548 ($ 31548) $10,212,595 19.0% June 30, 2017 $ 1186700 $ 118671788 $ 788 $ 9,7911132 19.1% June 30, 2016 $ 119141000 $ 119131204 $ 796 $ 9,464,649 20.2% June 30, 2015 $ 118501000 $ 118481389 $ 11611 $ 9,426,509 19.6% June 30, 2014 $ 118991000 $ 119001758 $ 11758 $ 8,635,402 22.0% June 30, 2013 $ 118341000 $ 118331733 $ 267 $ 7,966,529 23.0% See accompanying notes to required supplementary information - 118- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Note — Significant Methods and Assumptions Beginning July 1, 2017, an actuarial valuation of the County's and Department's liability associated with other postemployment benefits other than pension provided through the EUTF is performed as of July 1 of each year. The following summarizes the significant methods and assumptions used to determine the actuarially determined contribution for the fiscal year ended June 30, 2022: Actuarial valuation date Developed in the July 1, 2019 valuation Actuarial cost method Entry Age Normal Amortization method Level percent, closed Equivalent single amortization period 17.6 and 15.9 for the County and Department, respectively, as of June 30, 2022 Asset valuation method 4 -year smoothed market Inflation rate 2.50% Investment rate of return 7.00% Payroll growth 3.50% Salary increases 3.50% to 7.00% including inflation Healthcare cost trend rates PPO Initial rates of 8.00%; declining to a rate of 4.86% after 12 years HMO Initial rate of 8.00%; declining to a rate of 4.86% after 12 years Part B Initial rate of 5.00%; declining to a rate of 4.70% after 11 years Dental Initial rate of 5.00% for first 2 years, followed by 4.00% for all future years Vision Initial rate of 0.00% for first 2 years, followed by 2.50% for all future years Life Insurance 0.00% - 119 - COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Demographic assumptions Based on the experience study covering the five year period ending June 30, 2018 conducted for the Hawaii Employees' Retirement System Mortality System -specific mortality tables utilizing scale BB to project generational mortality improvement Participation rates 98% healthcare participation assumption for retirees that receive 100% of the Base Monthly Compensation. Healthcare participation rates of 25%1 65%, and 90% for retirees that receive 0%, 50%, or 75% of the base monthly contribution, respectively. 100% for life insurance and 98% for Medicare Part B. There were no other factors that significantly affected trends in the amounts reported in the schedule of changes in the net OPEB liability and related ratios or the schedule of contributions (OPEB). -120- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Schedule of the County's and Department's Proportionate Share of the Net Pension Liability (ERS) Last 10 Fiscal Years County: Department: 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 %age of %age of the Measurement Pension Net Pension Covered Covered Total Pension Period Ended Liability (%) Liability ($) Payroll Payroll Liability June 30, 2021 4.6% $56511471246 $186,778,076 302.6% 64.3% June 30, 2020 4.5% $69612511655 $18012851326 386.2% 53.2% June 30, 2019 4.7% $66812131164 $172,197,101 388.1% 54.9% June 30, 2018 4.8% $63516931501 $16814841880 377.3% 55.5% June 30, 2017 4.7% $60919041199 $16316261447 372.7% 54.8% June 30, 2016 4.6% $618,1291088 $15615561514 394.8% 51.2% June 30, 2015 4.4% $38210701813 $14917601317 255.1% 62.4% June 30, 2014 4.0% $32216261262 $13716691418 234.3% 63.9% June 30, 2013 4.2% $37710651856 $12911531763 292.0% 58.0% Department: * This schedule is intended to present information for 10 years, as of the measurement date of the collective net pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information -121- Proportionate Share of the Plan Department's Department's Net Pension Fiduciary Net Proportion of Proportionate Liability as a Position as a the Net Share of the Department's %age of %age of the Measurement Pension Net Pension Covered Covered Total Pension Period Ended Liability (%) Liability ($) Payroll Payroll Liability June 30, 2021 0.2% $ 2910171165 $1110161038 263.4% 64.3% June 30, 2020 0.2% $ 3512901257 $1014391473 338.0% 53.2% June 30, 2019 0.2% $ 3210291248 $1013181136 310.4% 54.9% June 30, 2018 0.3% $ 3315221053 $ 917421400 344.1% 55.5% June 30, 2017 0.2% $ 28,3651453 $ 913581187 303.1% 54.8% June 30, 2016 0.2% $ 2912471607 $ 910461930 323.3% 51.2% June 30, 2015 0.2% $ 1819401065 $ 910121196 210.2% 62.4% June 30, 2014 0.3% $ 2015261993 $ 812721307 248.1% 63.9% June 30, 2013 0.2% $ 1814691400 $ 716401477 241.7% 58.0% * This schedule is intended to present information for 10 years, as of the measurement date 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 -121- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 County: Schedule of the Employer Pension Contributions (ERS) Last Ten Fiscal Years Actual County Contributions Department: Actual Statutorily Contributions Contribution as a %age of Fiscal Year Required Recognized Deficiency Contribution County's Covered Ended Contribution by the Plan (Excess) Covered Payroll Payroll June 30, 2022 $ 6119131089 $ 6119131089 $ -- $ 18314091868 33.8% June 30, 2021 $ 6319531781 $ 6319531781 $ -- $ 18617781076 34.2% June 30, 2020 $ 5217781035 $ 5217781035 $ -- $ 180,2851326 29.3% June 30, 2019 $ 4418531953 $ 4418531953 $ -- $ 172,197,101 26.0% June 30, 2018 $ 4115621933 $ 4115621933 $ -- $ 16814841880 24.7% June 30, 2017 $ 3611571981 $ 3611571981 $ -- $ 16316261447 22.1% June 30, 2016 $ 3410131001 $ 3410131001 $ -- $ 15615561514 21.7% June 30, 2015 $ 3114561148 $ 3114561148 $ -- $ 1491760,317 21.0% June 30, 2014 $ 2615031830 $ 2615031830 $ -- $ 13716691418 19.3% June 30, 2013 $ 2317631101 $ 2317631101 $ -- $ 12911531763 18.4% Department: Actual See accompanying notes to required supplementary information -122- County Contributions Statutorily Contributions Contribution as a %age of Fiscal Year Required Recognized Deficiency County's Covered Ended Contribution by the Plan (Excess) Covered Payroll Payroll June 30, 2022 $ 214771404 $ 214771404 $ -- $ 1014501084 23.7% June 30, 2021 $ 215791631 $ 215791631 $ -- $ 1110161038 23.4% June 30, 2020 $ 212581593 $ 212581593 $ -- $ 1014391473 21.6% June 30, 2019 $ 119501358 $ 119501358 $ -- $ 101318,136 18.9% June 30, 2018 $ 117571461 $ 117571461 $ -- $ 917421400 18.0% June 30, 2017 $ 116031278 $ 116031278 $ -- $ 913581187 17.1% June 30, 2016 $ 115531128 $ 115531128 $ -- $ 910461930 17.2% June 30, 2015 $ 115201994 $ 115201994 $ -- $ 910121196 16.9% June 30, 2014 $ 116641580 $ 116641580 $ -- $ 812721307 20.1% June 30, 2013 $ 112141933 $ 1,2141933 $ -- $ 716401477 15.9% See accompanying notes to required supplementary information -122- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Note — Changes of Assumptions There were no changes of assumptions or other inputs that significantly affected the measurement of the total pension liability since the measurement period ended June 30, 2020. There were no material changes in the actuarial assumptions used in calculating the amounts reported in the schedule of the proportionate share of the net pension liability as of the measurement period ended June 30, 2021 (fiscal year ended June 30, 2022). - 123- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Schedule of Changes in Total Pension Liability (Bandsmen Pension) Last Ten Fiscal Years* Measurement year ending June 30, 2022 2021 2020 2019 2018 Total Pension Liability Service Cost $ 111943 $ 1451450 $ 71577 $ 71392 $ -- Interest on the Total Pension Liability 211813 281152 291250 381149 -- Differences between expected and actual experience (68,212) (70,480) -- (89,947) -- Assumption Changes (230,048) 581659 871065 (44,293) -- Benefit Payments (37,713) (58,808) Net Change in Total Pension Liability (302,217) 1161982 741280 (136,231) (58,808) Total Pension Liability — Beginning 1,143,003 1,026,021 951,741 1,087,972 1,146,780 Total Pension Liability — Ending 840-1-786 $I 143 003 1 M26021 951 J41 1,087,972 Covered Payroll $ 221729 $ 241076 $ 261349 $ 261349 $ 491505 Total Pension Liability as a Percentage of Covered Employee Payroll 31699.2% 4,747.5% 31894.0% 31612.1% 21197.7% -124- COUNTY OF HAWAII Required Supplementary Information June 30, 2022 Measurement year ending June 30, 2017 Total Pension Liability Service Cost $ 161416 Interest on the Total Pension Liability 361289 Differences between expected and actual experience -- Assumption Changes (113,807) Benefit Payments (53,347) Net Change in Total Pension Liability (114,449) Total Pension Liability — Beginning 1,261,229 Total Pension Liability — Ending 1,146,780 Covered Payroll $ 491505 Total Pension Liability as a Percentage of Covered Employee 21316.5% Payroll * This schedule is intended to present information for 10 years, as of the measurement date of the total pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information - 125- This page intentionally left blank. - 126- NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS HIGHWAY FUND - Used to account for the costs of maintaining the County's highways and streets. Financing is provided primarily by fuel, motor vehicle weight and public utility franchise taxes. SEWER FUND - Used to account for costs of operating the County's various sewer systems. Financing is provided by charges to users for sewer services. SOLID WASTE FUND — Used to accumulate moneys for the operation, maintenance, and administration of the County's solid waste management, collection and disposal systems. Financing is provided by tipping fees at the landfills and by disposal permit fees. CEMETERYFUND - Used to accumulate moneys to guarantee the future maintenance of County cemetery sites. Financing is provided from the sale of burial lots in County cemeteries. PARKING METER FUND - Used to account for the costs of maintaining County on -street and off-street parking areas. Financing is provided by the proceeds from parking meters. VEHICLE DISPOSAL FUND - Used to accumulate moneys for the towing, removal, disposal and recycling of abandoned or discarded automobiles and automobile parts. Financing is provided by annual fees collected with motor vehicle registrations. BIKEWA Y FUND - Used to accumulate moneys for the construction of bikeways within the County. Financing is provided by bicycle license fees. WORKFORCE INVESTMENT ACT FUND - Used to account for employment and training services provided to economically disadvantaged adults, dislocated workers and youth. Financing is provided by federal grants. GOLF COURSE FUND - Used to account for the cost of operating the Hilo Municipal Golf Course. Funding is provided from green fees and payments from restaurant and pro shop concessionaires. GEOTHERMAL REL 0 CA TION AND COMMUNITY BENEFITS FUND - Used to account for the County's share of geothermal resource royalties received from the operator of a geothermal power plant located in the County. The funds are earmarked for a geothermal relocation program and to benefit the lower Puna area. 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 COUNTYHOUSING AGENCY- Used to account for Federal and County moneys used to provide public housing assistance within the County. PARK DEDICATION FUND - Used to account for moneys deposited with the County by subdividers to provide land for parks and playgrounds in subdivisions. SHORT-TERM VACATIONRENTAL ENFORCEMENT FUND — Used 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 FUND INTEREST FUND - Used to accumulate moneys for payment of interest on general obligation bonds. Moneys required to service interest maturities are transferred annually from the General Fund. BOND REDEMPTION FUND - Used to accumulate moneys for the payment of general obligation bonds. Moneys required to retire the bonds are transferred from the General Fund one year in advance of maturity. This page intentionally left blank. -127- COUNTY OF HAWAII Nonmaj or Governmental Funds Combining Balance Sheet June 30, 2022 -128- Special Revenue Funds Solid Parking Vehicle Highway Sewer Waste Cemetery Meter Disposal Fund Fund Fund Fund Fund Fund Assets Cash and cash equivalents $ 38,202,915 $ 13,407,023 $ 6,799,269 $ 123,841 $ 338,264 $ 10,776,441 Imprest fund - 400 250 - - - Receivables: Due from other governments 2,878,329 242,246 298,092 - - - Due from other governmental funds 650,961 303,034 140,377 - - 282 Due from other nongovernmental funds - 400 - - - - Trade, net of allowance for doubtful accounts - 2,250,944 1,135,749 - - - Other - - 480,359 - - - 3,529,290 2,801,024 2,054,577 - - 282 Total assets $ 41,732,205 $ 16,208,447 $ 8,854,096 $ 123,841 $ 338,264 $ 10,776,723 Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable $ 747,677 $ 412,847 $ 2,306,200 $ - $ - $ 160,148 Accrued payroll 816,071 265,731 504,081 - - 2,878 Due to other governmental funds 744,756 635,787 974,950 - - 92005 Advance Collections -Intergovernmental 99,254 - 11,998 - - - Other 1,036 125,178 72 - - 12 Total liabilities 2,408,794 1,439,543 3,797,301 - - 1,083,723 Deferred Inflows of Resources Unavailable Revenue - 2,250,944 1,135,749 - - - Fund balances: Restricted for: Debt service - - - - - - Highways, streets and abandoned vehicles 39,323,411 - - - - - Housing and rental assistance - - - - - - Lower Puna area - - - - - - Committed to: Sanitation - 12,517,960 3,921,046 - - - Highways, streets and abandoned vehicles - - - - 338,264 9,693,000 Rental assistance and subsidy - - - - - - Cemetery - - - 123,841 - - Golf Course - - - - - - Lower Puna area - - - - - - Parks and recreational projects - - - - - - Total fund balances 39,323,411 12,517,960 3,921,046 123,841 338,264 9,69300 Total liabilities, deferred inflows and fund balances $ 41,732,205 $ 16,208,447 $ 8,854,096 $ 123,841 $ 338,264 $ 10,776,723 -128- Special Revenue Funds Workforce Golf Geothermal Reloc. Beaute- Hawaii County Park Bikeway Innovation & Course & Community fication Housing Dedication Fund opport. Act Fund Fund Benefits Fund Fund Agency Fund $ 568,174 $ - $ 298,576 $ 4,695,068 $ 294,039 $ 1307,796 $ 61,072 - - 200 - - 800 - - 464,812 - - - 18,110 - - - - - - 178,135 - - - - - - 5,367 - - 38,993 1,595,748 293,213 - 755,741 - $ 11,273 $ - $ 4,445 $ - $ 1,453 $ 156,212 $ - - - 60,309 - - 202,480 - 50305 - - 116,728 148,279 - A 5?5 5RR - 11,273 50305 64,870 - 118,182 10,490,648 - - - 1,594,746 - - 695,198 - 556,901 - - - 175,857 - - - - - - - 2,321,892 - 1,138,211 - 236,708 - - - - _ 556,901 - 236,708 4,988,281 175,857 3,460,103 61,072 $ 568,174 $ 50305 $1,896,324 $ 4,988,281 $ 294,039 $ 14,645,949 $ 61,072 -129- COUNTY OF HAWAII Nonmaj or Governmental Funds Combining Balance Sheet June 30, 2022 See accompanying independent auditors' report. -130- (Concluded) Debt Service Fund Total Short-term Bond Nonmajor Vacation Rental Geothermal Interest Redemption Governmental Enforcement Fund Asset Fund Fund Fund Funds Assets Cash and cash equivalents $ 1,573,027 $2,320,566 $ 7,027,544 $39,774,899 $139,948,514 Imprest fund - - - - 3,450 Receivables: Due from other governments - - - - 3,901,589 Due from other governmental funds 2,203 - - - 1,274,992 Due from other nongovernmental funds - - - 31904 329,971 Trade, net of allowance for doubtful accounts - - - - 3,3 86,693 Other 1,250 - - - 3,165,304 3,453 - - 31904 12,058,549 Total assets $ 1,576,480 $2,320,566 $ 7,027,544 $40,094,703 $152,010,513 Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable $ - $ - $ - $ - $ 300,255 Accrued payroll 20,795 - - - 1,872,345 Due to other governmental funds - - - - 4,044,990 Advance Collections -Intergovernmental - - - - 9,636,840 Other - - 63,199 18500 832,703 Total liabilities 20,795 - 63,199 18500 20,187,133 Deferred Inflows of Resources Unavailable Revenue - - - - 5,676,637 Fund balances: Restricted for: Debt service - - 6,964,345 39,909,703 46,874,048 Highways, streets and abandoned vehicles - - - - 40,056,169 Housing and rental assistance 1,55505 - - - 3,877,577 Lower Puna area - 2,320,566 - - 2,320,566 Committed to: Sanitation - - - - 16,43906 Highways, streets and abandoned vehicles - - - - 10,031,264 Rental assistance and subsidy - - - - L138,211 Cemetery - - - - 123,841 Golf Course - - - - 236,708 Lower Puna area - - - - 4,988,281 Parks and recreational projects - - - - 61,072 Total fund balances 1,55505 2,320,566 6,964,345 39,909,703 126,146,743 Total liabilities, deferred inflows and fund balances $ 1,576,480 $2,320,566 $ 7,027,544 $40,094,703 $152,010,513 See accompanying independent auditors' report. -130- This page intentionally left blank. - 131 - COUNTY OF HAWAII Nonmaj or Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2022 Special Revenue Funds Solid Parking Vehicle Highway Sewer Waste Cemetery Meter Disposal Revenues Fuel taxes $ 21,546,859 - Public utility franchise taxes 9,141,336 - - - - - Licenses and permits 13,037,822 - - - - 2,515,179 Intergovernmental 1,692,862 - 672,163 - - - Charges for services 395,341 13,470,542 13,049,775 - 11,097 18,714 Investment earnings (loss) - - - - - - Other 145,308 1020 42,790 11,500 - 84,624 Total revenues 45,959,528 13,481,162 13,764,728 11,500 11,097 2,618,517 Expenditures Current: General Government 2,242,076 - - - - - Public safety 9,780,893 - - - - - Highways and streets 15,354,302 - - - - - Health, education and welfare - - - - - - Culture and recreation - - - - - - Sanitation - 11,904,148 31,981,805 - - 3,410,014 Pension and retirement contributions 4,194,022 1,261,132 2,35401 - - 35,379 Employees' health insurance 1,591,095 421,072 941,153 - - 9,956 Other 629,544 232,027 443,329 - - - Debt service: Principal 707,987 247,052 1,186,451 - - - Interest 45,901 18,170 6200 - - - Total expenditures 34,545,820 140301 36,969,399 - - 3,455,349 Excess (deficiency) of revenues over (under) expenditures 11,413,708 (602,439) (23,204,671) 11,500 11,097 (836,832) Other Financing Sources (Uses) Transfers in - 1,620,686 23,975,360 - - - Increases in leases and other financing agreements 3,03001 - - - - - Transfers out (3,559,898) - - - - (582,220) Total other financing sources (uses) (529,097) 1,620,686 23,975,360 - - (582,220) Net change in fund balances 1004,611 1,018,247 77009 11,500 11,097 (1,419,052) Fund balances at beginning of fiscal year 28,43800 11,499,713 3,150,357 112,341 327,167 11,112,052 Fund balances at end of fiscal year $ 39,323,411 $ 12,517,960 $ 3,921,046 $ 123,841 $ 338,264 $ 9,69300 -132- Special Revenue Funds 222,275 - Workforce Golf Geothermal Reloc. Beaute- Hawaii County mark Bikeway Innovation & Course & Community fication Housing Dedication Fund opport. Act Fund Fund Benefits Fund Fund Agency Fund - - 290,340 - - 961,069 - 53,370 - - - 209,589 - - - 924,353 - - - 43,253,715 - - - 929,499 - - - - - - - - - 3,718 (40) - - - 644,234 - 78706 - 53,370 924,353 929,499 644,234 209,589 44,045,239 (40) 222,275 - - - 212,988 - - - 924,353 - - - 45,456,829 - - - 1,113,522 - 110,472 - - - - 290,340 - - 961,069 - - - 133,963 - - 388,035 - - - 1,260 - - 16,406 - - - 39,930 - - 209,785 - - - 2,287 - - 3900 - 222,275 924,353 1,581,302 - 323,460 47,071,784 - (168,905) - (651,803) 644,234 (113,871) (3,026,545) (40) - - 743,160 - - 1,912,102 - - - - - - 1,874,200 - - - 743,160 - - 3,786,302 - (168,905) - 91,357 644,234 (113,871) 759,757 (40) 72506 - 145,351 4,344,047 289,728 2,700,346 61M2 $ 556,901 $ - $ 236,708 $ 4,988,281 $ 175,857 $ 3,460,103 $ 61,072 - 133- COUNTY OF HAWAII Nonmaj or Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2022 Short-term Vacation Rental Geothermal (Concluded) Debt Service Fund Total Interest Bond Nonmaj or Redemption Governmental Revenues Fuel taxes $ - $ - $ - $ - $ 21,546,859 Public utility franchise taxes - - - - 9,141,336 Licenses and permits 354,790 - - - 16,170,750 Intergovernmental - - - - 46,543,093 Charges for services - - - - 27,874,968 Investment earnings (loss) - 296 3,031 - 7,005 Other 1,500 5000 - - 1,778,382 Total revenues 356,290 50,296 3,031 - 123,062,393 Expenditures Current: General Government 265,981 - - - 2,508,057 Public safety - - - - 9,780,893 Highways and streets - - - - 15,789,565 Health, education and welfare - - - - 46,381,182 Culture and recreation - - - - 1,223,994 Sanitation - - - - 47,295,967 Pension and retirement contributions 85,301 - - - 9,181,244 Employees' health insurance 28,284 - - - 3,513,558 Other - - - - 1,322,566 Debt service: Principal - - - 30,947,210 33,338,415 Interest - - 18,167,792 - 18,336,470 Total expenditures 379,566 - 18,167,792 30,947,210 188,671,911 Excess (deficiency) of revenues over (under) expenditures (23,276) 50,296 (18,164,761) (30,947,210) (65,609,518) Other Financing Sources (Uses) Transfers in - - 18,751,967 32,197,486 79,200,761 Increases in leases and other financing agreements - - - - 4,90501 Transfers out - - - - (4,142,118) Total other financing sources (uses) - - 18,751,967 32,197,486 79,963,644 Net change in fund balances (23,276) 50,296 587,206 1,250,276 14,354,126 Fund balances at beginning of fiscal year 1,578,961 2,270,270 6,377,139 38,659,427 111,792,617 Fund balances at end of fiscal year $ 1,55505 $2,320,566 $ 6,964,345 $ 39,909,703 $ 126,146,743 See accompanying independent auditors' report. -134- COUNTY OF HAWAII Highway Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Revenues: Taxes: Fuel taxes Public utility franchise taxes Total taxes Licenses and permits - motor vehicle weight taxes Intergovernmental Charges for services Other Total revenues Expenditures: General government - engineering Public safety - police traffic enforcement Public safety - protective inspection Public safety - traffic engineering Highways and streets Pension and retirement contributions Employees' health insurance Other Total expenditures Excess (deficiency) of revenues over (under) expenditures Other financing uses - transfers out - Transfers out - Capital Projects Fund Excess (deficiency) of revenues over (under) expenditures and other uses Fund balance at beginning of fiscal year Fund balance at end of fiscsal year See accompanying independent auditors' report. Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 17,250,441 $ 17,850,441 $ 21,546,859 $ 306,418 8,55300 8,55300 9,141,336 588,336 2503,441 26,403,441 3008,195 4,284,754 120000 120000 13,037,822 1,037,822 1,492,918 1,492,918 10702 174,944 56500 56500 594,384 29,384 118,200 118,200 145,308 27,108 39,979,559 40,579,559 46,133,571 5,554,012 3,102,846 3,102,846 2,56000 542,766 2,015,174 2,015,174 1,542,453 472,721 740,700 740,700 736,825 3,875 10,118,603 9,476,933 702,987 1,593,946 16,528,541 17,940,211 16,201,255 1,738,956 40000 40000 4,187,166 412,834 1,700,000 1,700,000 1,590,861 109,139 1,47500 1,47500 629,131 84509 40,28004 41,050,864 35,330,758 5,720,106 (301,305) (471,305) 1002,813 11,274,118 (3,000,000) (3,700,015) (31659,913) 40,102 (3,301,305) (4,171,320) 7,142,900 11,314,220 28,43800 28,43800 28,43800 - $ 25,137,495 $ 24,267,480 $ 35,581,700 $ 11,314,220 - 135- COUNTY OF HAWAII Sewer Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Revenues: Charges for services - sewer fees Other Total revenues Expenditures: Sanitation Pension and retirement contributions Employees' health insurance Other Total expenditures Deficiency of revenues under expenditures Other financing sources: Transfers in - General Fund Excess (deficiency) of revenues and other sources over (under) expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. MO's Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 12,840,148 $ 12,840,148 $ 13,470,542 $ 630,394 - - 1020 1020 12,840,148 12,840,148 13,481,162 641,014 13,021,253 13,076,253 11,703,704 1,372,549 1,484,800 1,484,800 1,256,260 228,540 633,627 571,627 417,950 153,677 1,07500 1,13700 977,631 159,369 16,21400 16,26900 14,355,545 1,914,135 (3,3741532) (3,429,532) (874,383) 2,555,149 1,56506 1,620,686 1,620,686 - (1,808,846) (1,808,846) 746,303 2,555,149 MO's COUNTY OF HAWAII Solid Waste Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 See accompanying independent auditors' report - 137- Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Intergovernmental $ 749,173 $ 749,173 $ 676,433 $ (72,740) Charges for services - tipping fees 12,746,924 12,746,924 13,049,775 302,851 Other - - 42,790 42,790 Total revenues 13,496,097 13,496,097 13,768,998 272,901 Expenditures: Sanitation 34,148,951 3404,951 331702,264 1,182,687 Pension and retirement contributions 2,578,970 2,578,970 2,356,450 222,520 Employees' health insurance 1,054,227 1,054,227 936,631 117,596 Other 53500 53500 461,154 73,846 Total expenditures 38,317,148 39,053,148 37,456,499 1,596,649 Deficiency of revenues under expenditures (24,821,051) (25,557,051) (23,687,501) 109,550 Other financing sources: Transfers in - General Fund 23,239,360 23,975,360 23,975,360 - Excess (deficiency) of revenues and other sources over (under) expenditures (1,581,691) (1,581,691) 287,859 109,550 Fund balance at beginning of fiscal year 3,150,357 3,150,357 3,150,357 - Fund balance at end of fiscal year $ 1,56806 $ 1,56806 $ 3,438,216 $ 109,550 See accompanying independent auditors' report - 137- 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 30, 2022 Revenues - other - sale of cemetery plots Expenditures - health, education and welfare Excess of revenues over expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 1000 $ 1000 $ 11,500 $ 1,500 - - 1,500 1,500 112,341 112,341 112,341 - $ 112,341 $ 112,341 $ 113,841 $ 1,500 Mr:M COUNTY OF HAWAII Parking Meter Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Revenues - Charges for services - highways and streets Excess of revenues over expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) M&E 11,097 11,097 COUNTY OF HAWAII Vehicle Disposal Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Licenses and permits - vehicle disposal fee $ 2,40000 $ 2,40000 $ 2,515,179 $ 115,179 Charges for services - towing charges 3,400 3,400 18,714 15,314 Miscellaneous Total revenues Expenditures: Sanitation Pension and retirement contributions Employees' health insurance Other Total expenditures Deficiency of revenues under expenditures Other financing uses - transfers out - Transfers out - Capital Projects Fund Transfers out - Serial Bond Redemption Fund Transfers out - Interest Fund Deficiency of revenues under expenditures and other uses Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. 2,40500 2,40500 2,618,517 213,517 301,164 3,241,164 3,186,228 54,936 42,146 42,146 36,416 5,730 29,760 29,760 10,165 19,595 200 200 - 200 3,075,070 3,315,070 3,23209 82,261 (3,000,000) (3,000,000) (490,000) (260,0001 l / (280,000) (252,337) 2,720,000 7,663 (4,255,070) (4,255,070) (1,196,512) 3,058,558 $ 6,856,982 $ 6,856,982 $ 9,915,540 $ 3,058,558 X112 COUNTY OF HAWAII Bikeway Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Revenues - licenses and permits - bicycle tax Expenditures - highways and streets Excess (deficiency) of revenues over (under) expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 4600 $ 4600 $ 53,370 $ 7,370 i nn nnn i nn nnn 11 /- /-n-1 i /-n 'InP7 (153,000) (153,000) 16,767 169,767 72506 72506 72506 - m c�11 ons m c�11 ons (P P7 n e) c�) n " 7 -141- COUNTY OF HAWAII Workforce Innovation & Opportunity Act Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Revenues - intergovernmental Expenditures - health, education and welfare Excess of revenues over expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ - $ 1,514,427 $ 1,157,845 $ (356,582) -142- COUNTY OF HAWAII Golf Course Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 See accompanying independent auditors' report. - 143- Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Charges for services $ 821,024 $ 821,024 $ 929,499 $ 108,475 Expenditures: Culture and recreation 1,133,900 1,158,350 1,158,250 100 Pension and retirement contributions 296,091 291,841 291,077 764 Employees' health insurance 13700 13400 133,786 1,014 Other 600 300 1,260 1,740 Total expenditures 1,572,991 1,587,991 1,584,373 3,618 Deficiency of revenues under expenditures (751,967) (766,967) (654,874) 112,093 Other financing sources: Transfers in - General Fund 728,160 743,160 743,160 - Excess (deficiency) of revenues and other sources over (under) expenditures (23,807) (23,807) 88,286 112,093 Fund balance at beginning of fiscal year 145,351 145,351 145,351 - Fund balance at end of fiscal year $ 121,544 $ 121,544 $ 233,637 $ 112,093 See accompanying independent auditors' report. - 143- 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, 2022 Revenues Miscellaneous: Geothermal royalties Expenditures: General government - planning and zoning Public safety - fire Total expenditures Excess (deficiency) of revenues over (under) expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 60000 $ 60000 $ 644,234 $ 44,234 10000 699,500 - 699,500 - 300,500 - 300,500 10000 10000 - 10000 (400,000) (400,000) 644,234 1,044,234 4,344,047 41344,047 4,344,047 - $ 3,944,047 $ 3,944,047 $ 4,988,281 $ 1,044,234 -144- COUNTY OF HAWAII Beautification Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues - licenses and permits - highway beautification $ 20000 $ 20000 $ 209,589 $ 9,589 Expenditures: Highways and streets 221,200 221,200 22001 399 Culture and recreation 133,630 133,630 110,472 23,158 Total expenditures 354,830 354,830 331,273 23,557 Deficiency of revenues under expenditures (154,830) (154,830) (121,684) 33,146 Fund balance at beginning of fiscal year 289,728 289,728 289,728 - Fund balance at end of fiscal year $ 134,898 $ 134,898 $ 168,044 $ 33,146 See accompanying independent auditors' report. -145- COUNTY OF HAWAII Hawaii County Housing Agency Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Intergovernmental - Federal - HUD - Voucher program State - Housing grant Investment earnings Resale of property Other Total revenues Expenditures: Health, education and welfare Pension and retirement contributions Employees' health insurance Total expenditures Deficiency of revenues under expenditures Other financing sources - transfers in - Transfers in - General Fund Excess (deficiency) of revenues and other sources over (under) expenditures Fund balance at beginning of fiscal year Fund balance at end of fiscal year See accompanying independent auditors' report. $ 2408,943 $ 48,352,443 $ 29,437,599 $ (18,914,844) - 40000 - (4,000,000) 1,620 3,844 3,718 (126) - - 154,752 154,752 816,578 816,578 633,055 (183,523) 25,427,141 53,17205 30,229,124 (22,943,741) 25,995,366 53,787,590 30,438,490 23,349,100 1,144,585 1,144,585 959,195 185,390 473,023 433,023 385,991 47,032 27,612,974 55,365,198 31,783,676 23,581,522 (280,231) (280,231) 357,550 637,781 2,700,346 2,700,346 2,700,346 - $ 2,420,115 $ 2,420,115 $ 3,057,896 $ 637,781 �l'M COUNTY OF HAWAII Park Dedication Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 See accompanying independent auditors' report. -147- Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues - investment earnings $ - $ - $ 122 $ 122 Excess of revenues over expenditures - - 122 122 Fund balance at beginning of fiscal year 61,112 61,112 61,112 - Fund balance at end of fiscal year $ 61,112 $ 61,112 $ 61,234 $ 122 See accompanying independent auditors' report. -147- 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, 2022 See accompanying independent auditors' report. 9MA :2 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Licenses - ST vacation rental fees $ 54200 $ 54200 $ 354,790 $ (187,210) Fines and forfeitures 92,400 92,400 1,500 (90,900) Total revenues 634,400 634,400 356,290 (278,110) Expenditures: General government: ST vacation rental enforcement 481,168 481,168 257,567 22301 Pension and retirement contributions 10200 10200 84,737 17,263 Employees' health insurance 6000 6000 27,454 32,546 Total expenditures 643,168 643,168 369,758 273,410 Deficiency of revenues under expenditures (8,768) (8,768) (13,468) (4,700) Fund balance at beginning of fiscal year 1,578,961 1,578,961 1,578,961 - Fund balance at end of fiscal year $ 1,570,193 $ 1,570,193 $ 1,565,493 $ (41700) See accompanying independent auditors' report. 9MA :2 COUNTY OF HAWAII Geothermal Asset Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2022 See accompanying independent auditors' report. �% Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Licenses - geothermal assessment $ 5000 $ 5000 $ 5000 $ - Investment earnings - - 5,342 5,342 Total revenues 5000 5000 55,342 5,342 Expenditures: General government 5000 5000 5000 - Total expenditures 5000 5000 5000 - Excess of revenues over expenditures - - 5,342 5,342 Fund balance at beginning of fiscal year 2,270,270 2,270,270 2,270,270 - Fund balance at end of fiscal year $ 2,270,270 $ 2,270,270 $ 2,275,612 $ 5,342 See accompanying independent auditors' report. �% COUNTY OF HAWAII Custodial Funds Combining Statement of Custodial Fund Fiduciary Net Position June 30, 2022 Performance State Improvement Improvement Improvement Improvement and Weight District District District District Refundable Tax No. 18 No. 19 No. 20 Revolving Deposits Assets Cash and cash equivalents $2,149,497 $ 419,273 $ 609,511 $ 539,577 $ 416,309 $ 227,595 Due from other custodial funds - - - - - - Other receivables - 15,238 6,777 11,500 - - Total assets $2,149,497 $ 434,511 $ 616,288 $ 551,077 $ 416,309 $ 227,595 Liabilities Accrued liabilities $2,149,172 $ 956 $ 1,359 $ 7,381 $ - $ - Due to other custodial funds 325 - - - - 2,650 Advances payable - 16,422 1,394 1601 - - Total liabilities $2,149,497 $ 17,378 $ 2,753 $ 24,242 $ - $ 2,650 Net Position Held in trust for others $ - $ 417,133 $ 613,535 $ 526,835 $ 416,309 $ 2241945 Total net position $ - $ 417,133 $ 613,535 $ 526,835 $ 416,309 $ 224,945 See accompanying independent auditors' report. - 150- $ 424,941 $ 480,986 $ 3100 $ 4,910 $ 6,413 $ 5,344,187 $ - $ - Non -Profit Organ and Business Flexible Lapsed License Tissue Improvement Spending Warrants Plates Education District Account Fund Fund Fund 1 - Kailua Total $ 3100 $ 4,910 $ 6,413 $ 2,239,503 $ 4241941 $ 424,941 $ 425,438 $ 3100 $ 4,910 $ 1,154 $ 5,24905 - 2,975 - - - 2,975 $ 424,941 $ 480,986 $ 3100 $ 4,910 $ 6,413 $ 5,344,187 $ - $ - $ 3100 $ 4,910 $ 6,413 $ 2,201,851 - - - - - 2,975 - - - - - 34,677 $ - $ - $ 3100 $ 4,910 $ 6,413 $ 2,239,503 $ 4241941 $ 480,986 $ - $ - $ - $ 3,10404 $ 424,941 $ 480,986 $ - $ - $ - $ 3,10404 - 151 - COUNTY OF HAWAII Custodial Funds Combining Statement of Changes in Custodial Fund Fiduciary Net Position For the Fiscal Year Ended June 30, 2022 Improvement Improvement Improvement State Weight District District District Additions Tax collections for state $ 2604,300 84,3 00 $ - $ - $ - Special assessment collections - 59,617 35,025 16409 Developer deposit - - - - Employee collections - - - - Lapsed checks - - - - Collections from vehicle registrations and licenses - - - - Investment earnings - 43 61 36 Total additions 2604,300 5900 3506 164,925 Deductions Payment of taxes to state 25,836,430 - - - Payments to state, not for profits and improvement district - - - - Contributions to debt repayment - 124,527 55,153 27,416 Administrative charges 1,047,870 956 1,359 7,381 Community facility district expenses - - - - Reissuance of checks - - - - Reimbursements to employees - - - - Other - - - - Total deductions 2604,300 125,483 56,512 34,797 Change in net position - (65,823) (21,426) 130,128 Net position at beginning of fiscal year - 482,955 634,962 396,707 Net position at end of fiscal year $ - $ 417,132 $ 613,536 $ 526,835 -152- Performance Improvement and Non -Profit Organ and Business District Refundable Flexible Lapsed License Tissue Improvement Total Revolving Deposits Spending Warrants Plates Education District Custodial $ - $ - $ - $ - $ - $ 2604,300 - - - - - 923,458 1,182,989 1611609 - - - - - 16109 - 406,735 - - - - 406,735 - - 69,216 - - - 69,216 38,200 112,334 24,857 - 175,391 (26) - - - - - - 114 (26) 19909 406,735 69,216 112,334 24,857 923,458 2800,354 25,836,430 - - - - 82,539 20,581 920,572 1,02302 - - - - - - - 207,096 - - - - 29,795 4,276 206 1,094,523 - 13601 - - - - - 13601 - - - 51066 - - - 5,066 - - 394,201 - - - - 394,201 - 17,527 - - - - - 17,527 - 154,218 394,201 5,066 112,334 24,857 923,458 28,715,226 (26) 45,591 12,534 64,150 - - - 165,128 416,335 179,354 412,407 416,836 - - - 2,939,556 $ 416,309 $ 2241945 $ 424,941 $ 480,986 $ - $ - $ - $ 3,10404 -153- COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Private Purpose Trust Fiduciary Net Position June 30, 2022 Assets Cash and cash equivalents Investments Total assets Net Position Held in trust for other parties Total net position See accompanying independent auditors' report. -154- Shippers' Total Wharf Private Trust Purpose Fund Trusts $ 596,273 $ 596,273 COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Changes in Private Purpose Trust Fiduciary Net Position For the Fiscal Year Ended June 30, 2022 Shippers' Total Wharf Private Trust Purpose Fund Trusts Additions Investment earnings: Dividends $ 48,711 $ 48,711 Interest 211 211 Net increase (decrease) in fair value of investments (260,823) (260,823) Total additions (211,901) (211,901) Deductions Grant payments 145,438 145,438 Investment Fees 16,489 16,489 Total deductions 161,927 161,927 Change in net position (373,828) (373,828) Net position, beginning of fiscal year 2,819,612 2,819,612 Net position, end of fiscal year $ 2,445,784 $ 2,445,784 See accompanying independent auditors' report. - 155- This page intentionally left blank. - 156- 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. 157 Revenue Capacity- These schedules contain information to help the reader assess the County's most significant local revenue source, the property tax. 162 Debt Capacity- These schedules present information to help the reader assess the affordability of the County's current levels of outstanding debt and the County's ability to issue additional debt in the future. 168 Demographic and Economic Information - These schedules offer demographic and economic indicators to help the reader understand the environment within which the County's financial activities take place. 171 Operating Information - These schedules contain service and infrastructure data to help the reader understand how the information in the County's financial report relates to the services provided and the activities performed by the County. 173 � -� a1 �n r- r N ' �n 00 N Qn N �n l- 01 `O O N C-- 7t�c M l— 7t `_O - 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U U U �' � �� U �' 4-4 � _� �--' �--CtCWU bOp �j� _ct Q) 4-4 bo sU C.-- }' 4-4 ct �' ILI U U r-,cz QJ U W) ct - N � .--r QJ = A-r A-r O �-' U A-r f� � � �, � � H r. �, � 0 i E-a QJ V� p � o � � a o � o� y — 159— - 160- N 01 M N M N M O 00 M 01 � M kn O ll O a1 ll- r --a l— M `O N O N a1 N N a1 N O O a1 1 1 lr N O N `O 01 kn N M `O M `O kn l— N Cl) 00 00 00 N 00 M `O CIA Zt CIA l-- N No N M 00 l- kn M M O O l— 00 DD ^� kn 00 -� -� 01 00 o0 o0 N 00 a1 N 01 O 00 01 -� l-- N 01 01 M ao kn 01 N N CD a1 `O to O zt N M M 141) O M a1 N r - 00 N 01 00 00 00 00 ^a ---a N kr M N M00 N N M N O `O l— M 00 l— N l— N O 00 00 — — l— `O N a1 r- `p O a1 O OI!t r- O 00 00 oo N N a1 N oo l� a1 �,b kr) a1 r- 01 N l-- N 14-) 01 00 00 00 01 I!t M N 00 N Er4 Er4 O M 01 01 N M kn kn N r- o0 `o — M r- Zt r M 01 r- a0 kn INC `O ^� a1 r-� N r-� 01 00 `O N r-� �o l-- O 01 N zt N I -n N kn ZtM N I!t N `O 00 lzl N N O I!t N ^� ^� N Ems} Ems} ^� 01 `O O 00 Zt M Zt 01 kn kn l� O O �O l— 00 r- N-) to Zt N l-- a1 O — 1 00 M M 00 �O o0 00 O M 01 l O O O M l� 00 kn oo M M N 00 O `-' M - l� ^� N `O `O 1 a1 M l-- 00 O M N M O 't ^� ^� •-� N Er4 Er4 O M kn 01 l— O a1 Zt I to 01 00 01 N 00 a1 to O �n M r- -� to a1 a1 O O bb O N 0 M M N O O 01 r M l -- r -T -INo O 00 to 00 I!t I!t I!t O `O — r- � N 00 O -� v] i.. .. G� v] u U `p -!t N � 00 N c� v] 1--� N r- N M l-- r O kn kn to oo �n `O l— N 01 0 'l N o0 r0 a1 m � M N ., N kn a1 It M a1 C� 5 l-- 01 01 00 t N 01 00 00 kn 00 �n l� 00 kn O M Zt Nn M Zt^� N kn ao 01 -� fi ^� O r- kn N M `O kn kn 01 01 — kn l-- M N kn N l-- 01 01 M �n �n N M N O N N^� � o0 O 00 ^� O `O Er4 Er4 M O N 1,n a1 01 kr) �O �n 00 00 a1 M r- O 00 to N o0 Zt a1 oo `O M a1 1 M �n 01 -� O 01 kn 01 r- N l— I!t r- 10 00 I kn `O N O N a1 N M kn N 1 1 k -n oo kn O kn M ^� �n ^� O N Er4 Er4 kn 00 O O l— O r- O l� `,O O N a1 N I!t 01 kn M M O `O o0 `O N oo kn M `O r- l� M M N M kr Nlzl ao 116 N M N -� O a1 `O `O M a1 I!t 00 O 00 �O a1 00 O ^-� 00 kr) a1 O M �n N N M 14 N lzl 00 M lzl a1 l-- to ^� N Ems} Ff� w � U � - 160- Table 4 COUNTY OF HAWAII Changes in Fund Balances, Governmental Funds (Modified accrual basis of accounting) Last Ten Fiscal Years (Amounts in thousands) Unaudited - see accompanying independent auditors' report. ' Amount for fiscal year 2014 has been changed for consistency - 161 - 2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 Revenues: Property tax $201,201 $223,482 $236,190 $249,054 $ 266,517 $ 301,699 $ 313,631 $ 327,886 $355,161 $372,701 Public service company tax 10,766 10,380 10,386 9,801 8,423 7,612 8,494 8,862 8,167 8,011 County transient accomodations tax - - - - - - - - - 12,751 Fuel tax 6,353 7,373 7,633 7,934 8,289 13,342 17,343 20,108 18,763 21,547 Public utility franchise tax 11,087 10,793 10,824 9,004 7,951 8,331 9,442 9,365 8,259 9,141 Licenses and permits 15,991 19,618 22,046 22,432 22,932 24,066 24,653 25,155 24,880 27,337 General excise tax surcharge - - - - - - 12,518 35,538 50,288 63,737 Intergovernmental 79,912 75,257 86,272 85,173 79,220 90,025 101,627 113,632 187,650 118,658 Charges for services 17,055 19,392 20,357 21,672 21,708 23,553 27,516 30,080 24,846 29,641 Investment earnings (loss)' (618) 1,704 716 614 632 1,592 4,148 3,481 557 23 Settlement contributions 12,500 - - - - - - - - - Other 4,399 30,084 9,769 16,132 11,791 4,832 4,643 4,174 3,424 5,584 Total Revenues 358,646 398,083 404,193 421,816 427,463 475,052 524,015 578,281 681,995 669,131 Expenditures: Current: General government 33,360 36,679 40,805 40,488 40,819 41,571 41,800 47,383 47,059 51,008 Public safety 106,885 111,221 122,819 127,451 136,163 137,718 145,094 154,921 232,212 163,387 Highways and streets 17,923 20,270 20,984 22,479 20,329 21,401 27,448 27,962 25,692 38,043 Sanitation 30,672 29,949 31,464 34,015 38,671 39,352 43,815 43,758 45,282 49,928 Health, education and welfare 24,199 23,070 24,540 25,380 30,535 29,876 31,109 30,943 41,391 60,639 Culture and recreation 16,337 18,334 20,056 21,561 21,196 21,324 22,022 22,533 22,883 23,964 Pension and retirement contributions 29,816 33,032 38,485 41,359 43,718 49,494 53,137 61,813 70,662 71,593 Employees' health insurance 26,011 26,786 27,731 30,112 32,147 33,802 17,522 18,846 20,107 20,239 Other postemployment benefits - 3,170 4,532 7,180 11,495 14,831 39,637 41,604 38,191 38,439 Other 2,991 3,238 4,686 3,931 3,839 4,622 4,314 8,742 9,165 9,142 Debt service: Principal 25,718 19,013 22,004 22,432 22,032 86,906 30,577 29,222 32,605 36,691 Interest 14,345 14,644 13,871 12,974 17,289 17,739 19,223 18,590 18,241 18,728 Capital outlay 48,565 51,369 79,398 144,288 111,109 41,924 51,897 79,536 72,439 64,270 Total Expenditures 376,822 390,775 451,375 533,650 529,342 540,560 527,595 585,853 675,929 646,071 Revenues over (under) Expenditures (18,176) 7,308 (47,182) (111,834) (101,879) (65,508) (3,580) (7,572) 6,066 23,060 Other Financing Sources (Uses): Sale of assets 1 10 25 66 21 23 47 10 33 199 Capital leases 1,307 14 1,971 3,389 3,769 3,809 6,777 2,822 4,901 19,316 State Revolving Fund loans 4,991 3,072 - 7,317 8,130 5,154 7,439 174 16,187 - Sale of bonds 50,480 - - 130,136 - 107,116 - - 38,106 - Issuance of bond anticipation notes (BANs) - - - - 59,800 - - - - - Refunding bonds 47,510 - - 106,254 - 48,784 - - 11,254 - Premium on bonds 17,570 - - 23,174 - 5,998 - - 17,745 - Refunding bonds/BANs issuance costs - - - (508) - (276) - - (333) - Payment to refunded bond escrow agent (45,352) - - (128,920) - (54,537) - - (13,344) - Retirement of refunded debt (9,635) - - - - - - - - - Reclass of debt from current to long-term - - - - - - - 30,279 - - Transfers in 51,356 61,238 59,394 57,412 66,864 75,711 77,240 90,199 86,482 92,669 Transfers out (51,356) (61,238) (59,394) (57,412) (66,864) (75,711) (77,240) (90,199) (86,482) (92,669) Total other financing sources 66,872 3,096 1,996 140,908 71,720 116,071 14,263 33,285 74,549 19,515 Net change in fund balances $ 48,696 $ 10,404 $ (45,186) $ 29,074 $ (30,159) $ 50,563 $ 10,683 $ 25,713 $ 80,615 $ 42,575 Debt service as a percentage of noncapital expenditures 13.9% 10.0% 9.3% 9.1% 9.4% 20.9% 10.5% 9.1% 8.4% 9.8% Unaudited - see accompanying independent auditors' report. ' Amount for fiscal year 2014 has been changed for consistency - 161 - a� ct H w C) C) cct a) � O O 00 C*) r— r— N zt C� `O `O kn a1 00 r'- `O kn `O M O N (= � a3 O r— `O M C� N N N 00 00 zt ctn ct M N M N u � o � o ct ct O ct ,� C� cl� cl� l� M O r- N `O `O `O `O M�Q-) r- ct ct bb 4-4 0 M N Oct ct 4-4 Eoq 4-4 Eoq a� ap ap Ct O ct 4-4 ap ct M � u w -162- w N ct H H a O � a c U � a `O kn `O `O O O `O M `O It - `0 `O kn � CT O n 00000�o`o`o M = O O kn `O O d1 kn `O kn � r- O M `O CT `O O `O O o0 O l— == M `O N 00 `O O CT 00 Cl) O Cl) 0 00 00 0 o c� oo - 00000a�o�o`o N C= O �n O m N r- r--� `O 00 �n Cr `O `O N � O oo Cr M N -Eoq -&q N -&q ct 0 0 N ct � � l� `O � M CT r --a o0 • ,� fo4 r -a bb O •� w � � O r--� Z ct O � ct ct O •ctC ct a� • o -6 � � O th O �+-{ M = O O kn `O O d1 kn `O kn � r- O M `O CT `O O `O O o0 O l— == M `O N 00 `O O CT 00 Cl) O Cl) 0 00 00 0 o c� oo - 00000a�o�o`o N C= O �n O m N r- r--� `O 00 �n Cr `O `O N � O oo Cr M N -Eoq -&q N -&q ct 0 0 N ct � � l� `O � M CT r --a o0 • ,� fo4 -163- r --a r- oU Q-) 00000�o`o`o N M CT M �n O �n �n M Ori -Eoq bos -Eoq a� 7z 0 0 N fo4 fyg r -a bb O •� w � � O r--� Z ct O � ctct ct a� • o -6 � � O th O �+-{ -163- r --a r- oU Q-) 00000�o`o`o N M CT M �n O �n �n M Ori -Eoq bos -Eoq a� 7z 0 0 N fo4 fyg a; ct N N O U -4- 4 O •� w � � O � O � ctct • • � � O O � bA O O �+-{ a; ct N N O U O N ct I U � A `O �n N (= � `O V) = kn a1 kn `O = kn `O O O N o0 � a1 a1 It -111C O O kn O O kn 10 10 1-4 t `O N O `O O ---+ a1 N 04 � N r- r- `O oU O cl� `O N � `O C� M oU oU cl� M d1 � M C� = Q1 r--+ I f�4 M —164— 00 kn l� kn N = l� `O `O O = `O I!t M 00 00 kn O O kn O O kn 14 14 1-4 r -a O •� w � � O Z ct r-- Z ct O o ctCt � .� ctct o ct ct . •� —� ct •N •bA O �, O O O O —164— 00 kn l� kn N = l� `O `O O = `O I!t M 00 00 kn O O kn O O kn 14 14 1-4 -4- 4 O •� w � � O Z ct r--� � ct O o ctCt � .� a3 mCt ct ct ,o • • O O O bA U U —164— 00 kn l� kn N = l� `O `O O = `O I!t M 00 00 kn O O kn O O kn 14 14 1-4 O 0 N a.� ct N N O U ---j v� O w � � O Z ct O .� o ctCt • . •� ct •� •bA �, O O � O O O 0 N a.� ct N N O U bb c c c H a a� O Ct C u �C c Z c � � a O ct C U a �M����`r'IMII fo4 0 0 0 kn 0 0 kr) �n O I�t 00 N `o a0 O ,-� c0 M M 00 00 00 kn .--a N M M N M N O -Eoq -Eoq O N O r� M vi M C1 Q-) Q,-) `o bg bg b�} M f&4 O O (= Q-) (= (= Q-) Q-) Ql-) -41 bb � U • O C� .--a ct 0 .� .� Ct t •� •� � •bb O � ' n Ln 4-j • O bA0 O O N O r� M vi M C1 Q-) Q,-) `o bg bg b�} M f&4 O O (= Q-) (= (= Q-) Q-) Ql-) N O N - 165 - a� ct ct c ct CtU O v� bA ct ct U O > 4 a� W -41 bb � N ct ct t •� •� � •bb O O O U -!� U N O N - 165 - a� ct ct c ct CtU O v� bA ct ct U O > 4 a� W Taxpayer Business Hilton Resorts Corp. Timeshare Kohanaiki Shores LLC Developer Mauna Kea/Hapuna Beach Corps. Developer/Hotel DHL Mahi Opco LLC Developer/Hotel Hualalai Investors LLC Developer/Hotel Mauna Kea Resort LLC Hotel Hilton Land Investment 1 LLC Hotel MAPS Orchid Hotel LLC Hotel Raptor Residence LLC Residential Valuation Hotel/Condo/ Kona Coast Resort Ltd Time Share Mauna Lani Resort Inc. Developer/Hotel WB KD Acquisition LLC Developer Orchid 09 LLC Hotel Ho Retail Properties Developer Target Corporation Retailer Table 6 COUNTY OF HAWAII Principal Taxpayers June 30, 2022 and 2013 Fiscal Year 2022 Fiscal Year 2013 Percentage Percentage 2021 of Total 2012 of Total Assessed Assessed Assessed Assessed Valuation Rank Valuation Valuation Rank Valuation $ 281,770,400 1 0.8% $ 132,45900 4 0.6% 243,15300 2 0.7% 65,34200 9 0.3% 181,046,700 3 0.5% 187,032,300 3 0.8% 178,43200 4 0.5% 160,02900 5 0.4% 197,921,000 2 0.8% 141,209,100 6 0.3% 121,326,100 7 0.3% 203,948,300 1 0.9% 102,02200 8 0.3% 73,624,900 9 0.2% 670600 10 0.2% 965,26700 6 0.4% 73,33100 7 0.3% 115,055,200 5 0.5% 58,83300 10 0.3% 65,499,500 8 0.3% $1,550,500,800 4.2% $ 2,06409,500 Note: Gross valuation at January 1, 2021: $ 36,964,647,545 Gross valuation at January 1, 2012: $ 23,527,568,906 Notes: Source: County of Hawaii, Department of Finance, Real Property Tax Division Unaudited - see accompanying independent auditors' report. - 166- 5.2% C) rC) bA Ct � N U Q U bA cc N cl� C� N a) O Cl) t-- 00 00 --a 00 --a kn N � Q r r N co 00 a U U 00 d1 M 00 00 kn `O M ct •� ct ct U 04 oo kr) M r-- r --a O N !I- ct ct � a� CIO O � O � a� r--� a1 O � � O � O � � 04 U • � � � • � � �_ �_ N � O `O a1 O o4 � o U N oo INC r --a ct ct U M a1 � 00 00 U INC � � M `O N a1 kn cc O 4-4 N N r -- � � 4-4 O 00 � ►�'� N N N N N N N N N N zt O - 167- O \O o0 1%0 U k 01 kr) r- Zt 00 00 N ct .-� O 00 kr) Zt 01 � tr) 01ct Q' N N ---a N N N N N N o � � � o 0 0 0 0 0 Ct N 00 N `O a1 M tr) 00 U o Ict' a o H a o 01 Zt r- Zt Zt a1 Zt oo N ct OC `O N N `O � U 0 0 0 0 0 0 0 0 0 0 o0 01 00 r- `o kr) 01 O O ct Otr) 00 M O 01 N a k k aO U W-) M Q-) Q-) ---a 00 N M N O 00 — oc �c O\ �c 01 r O 01 N kr) kr) N O 01 00 l� M `O 00 O 01 M M in O -� �•+ M knQ-) O Q a1 Q-) Mt- N U 00 N Q O r- N in 00 O `O `O `O 01 M a1 \O M 00 00 Q M M M N N N N N -168- O a� v� O 7� ct 4-4 QJ 7� QJ a� 7� ct 0. O U U ct QJ QJ i 7� u 4-4 7� ct v� � 01 `O M� M M M� 00 \O � � N M � M U M N 01 `O O O O ---a `O U 00 00 O 01 M I!t N O 7 � U ct kr) N O a1 00 O `O 00 Q-) ---a � U O ^� 01 00 O N 01 \O M N O l— 00 M O O S kr) kr) l7tct M .-� a1 N 00 W-) N 01 01 N r -- ct M O o0 r --a `O — r- � N `O M 01 01 kr) — kn � � M M N Nl7t `O 00 - O O N O ._ct U v� �' M 00 M N N S 00 M — — O r- U, O u 7� U, b-0 ct O�' N `O N N N o0 Q-) r-- N ---a 00 N tr) `O N l7t 01 \O � 01 00 01 tr) l7t `O `O `O M M r- O U U O F-� N N N N M M M M Q-) O a1 O 01 N l7t 00 r- 00 O 00 N l7t ---a N o0 N l7t l7t N ct O — O U kn kn N M 01 O knQ-) `O N ct k 00 r- `O O M 01 00 U U Ct A M M O 01 U C= rIA l7t .-- 00 a1 O ---a N U U 0 0 0 0 0 0 0 0 0 0 ct w N N N N N N N N N N U Q -168- O a� v� O 7� ct 4-4 QJ 7� QJ a� 7� ct 0. O U U ct QJ QJ i 7� u 4-4 7� ct Table 9 COUNTY OF HAWAII Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years 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. -169- Debt Percent of Applicable to Net Taxable Fiscal Legal Debt Property Per Year Margin (a) Value (b) Capita (c) 2013 31516761941 1.3% 11654 2014 29817091020 1.3% 11538 2015 31216321049 1.2% 11592 2016 36219631113 1.4% 11829 2017 40514881342 1.4% 21024 2018 41414461063 1.4% 21062 2019 42511531552 1.3% 21110 2020 31516761941 0.9% 21047 2021 41612251798 1.2% 21051 2022 3 85,067,012 1.0% 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. -169- O � � o oc kr) N N ct U v� O o0 N � N c Ooc `O O C N ct o0 N 4J ct bb Q '� ct ct U bb •4-4 4-4 ct U U N l� oc Q Q � O O 00 c N O M U '� oo0 o O O N o0 N M 00 o0 01 `O N o0 O c O .-� o0 �_ U M o0 o0 o0 01 'U O O N M O 01 o0 � U •� � M � O N UO ^� 00 O N `O 01 U a1 M kr) kr) o0 N `O ^� a1 N_ r O M M � � O M 00 N `O U L� U kr) r— 00 M \O c ^� 01 rq _kAr) _M N kAr) M N M M � O O 4 O 5ct ctct cct ctow ct Q Q ct A-4 ct Q ct H -170- oc kr) N N ct U v� O � c U N • to ct � N ct bb Q '� ct ct U bb •4-4 4-4 ct 4-4 4-4 ct Q Q � Table 11 COUNTY OF HAWAI `I Demographic and Economic Statistics Last Ten Fiscal Years Fiscal *Personal *Per Year *Resident Income Capita Ended Population (thousands Personal School Unemployment June 30, as of July 1 of dollars) Income Enrollment Rate 2012 1891191 $ 613181657 $ 331398 301314 8.3% 2013 1901821 $ 615441583 $ 341297 331948 6.6% 2014 1941190 $ 6,7711329 $ 341870 291985 6.5% 2015 1961428 $ 710671347 $ 351979 291865 5.2% 2016 1981449 $ 7,6181924 $ 381392 291753 4.7% 2017 2001381 $ 810531011 $ 40,188 291666 3.5% 2018 2011509 $ 815091388 $ 421228 291601 3.7% 2019 2021165 $ 816021392 $ 421551 291609 4.2% 2020 2031340 $ 914101824 $ 461281 291217 13.8% 2021 2021906 $ 1011521965 $ 501038 281866 6.4% * Amounts reflect subsequent adjustments Source: State of Hawaii, Department of Business, Economic Development and Tourism, https:Hdbedt.hawaii.gov/economic/databook/db202l State of Hawai `i, Department of Business, Economic Development and Tourism, https:Hdbedt.hawaii.gov/economic/unemployment-statistics Bureau of Economic Analysis, https://apps.bea.gov/itable/iTable.cfm?RegID=70&step=l Unaudited - see accompanying independent auditors' report. - 171 - Employer State of Hawaii County of Hawaii Mauna Kea Beach Hotel United States Government KTA Super Stores Kamehameha Schools Hawaii Island The Fairmont Orchid, Hawaii Goodwill Hawaii Island Roberts Hawaii, Inc (Big Island) Royal Kona Resort Four Seasons Resort Hualalai Hilton Waikoloa Village Mauna Lani Resort (Operations), Inc. Wal-Mart Total Total employee count COUNTY OF HAWAII Principal Employers, County of Hawaii June 30, 2022 and 2013 2022 2011(a) Employees Rank 7,962 1 2,630 2 513 9 1,429 3 750 5 616 8 Table 12 Percentage of Total County Employment 10.1% 3.3% 0.6% 1.8% 0.9% 0.8% 650 7 Percentage 935 4 of Total County Employees Rank Employment 16,500 1 23.8% 2,700 2 3.9% 11357 3 2.0% 1,300 4 1.9% 900 5 1.3% 686 6 1.0% 588 7 0.8% 436 8 0.6% 343 9 0.5% 223 10 0.3% 2011(a) Employees Rank 7,962 1 2,630 2 513 9 1,429 3 750 5 616 8 Table 12 Percentage of Total County Employment 10.1% 3.3% 0.6% 1.8% 0.9% 0.8% 650 7 0.8% 935 4 1.2% 450 10 0.6% 741 6 0.9% 25,033 36.1% 16,676 21.0% 69,270 78,950 NOTES: (a) Data for Fiscal Year 2012 and Fiscal Year 2013 are Unavailable Source: County of Hawaii, Department of Research and Development State of Hawaii, Hawaii Workforce Infonet: https://www.hiwi.org/vosnet/gsipub/documentview.aspx? United State Department of Labor, Bureau of Labor Statistics: https://www.bIs.gov/regions/west/news-release/ countyemploymentandwages_hawaii. htm Pacific Business News, "Employers, Big Island" Issue date: 7/1/22 -172- -173- O — O 00 O O O O O 00 O O o0 O 00 O l— O O O O N N r- M 00 O I!t I!t N r"a r --a N l-- M to N O `O 0 0 0 0 a1 O O O 00 O O 00 O 00 O a1 O O O O a1 N . . . . . . . . . . . . . O� 0 0 . . O O l� . . . N . N a1 M M \O N l— `O M a1 O \0 01 N W) kn r"a r --a Wn kn In O N W) 't o0 N 00 r- 00 O O O a1 01 O 0 0 0 0 0 0 0 0 0 0 . . . . . . . . N kn 0 C:) 11, . . . . . O O . . a1 a1 O . . . . O �n r --a . . . a1 . N a1 N kn � kn M M `O � kn N M N �c 00 00 00 N N l --a •-� kn •-� ---a O N r --a r --a In I N O a0 O 00 O a1 O O O O O •-� . . . . . . . . . . . . . . . . . . . 00. �p N O 00. 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