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HomeMy WebLinkAbout2022-COH - DWS Financial Statements and Supplementary Information With Independent Auditor's ReportsCOUNTY OF HAWAVII DEPARTMENT OF WATER SUPPLY (A component unit of the County of Hawaii, State of Hawaii) FINANCIAL STATEMENTS AND SUPPLEMENTARY INFORMATION WITH INDEPENDENT AUDITOR'S REPORTS Fiscal Year Ended June 30, 2022 � N&K C PAs, Inc. ACCOUNTANTSCONSULTANTS 999 BISHOP STREET, SUITE 2200 1 HONOLULU, HAWAII 96813 T (808) 524-2255 F (808) 523-2090 1 nkcpa.com COUNTY OF HAWAII DEPARTMENT OF WATER SUPPLY (A component unit of the County of Hawaii, State of Hawaii) TABLE OF CONTENTS Page INDEPENDENT AUDITOR'S REPORT 4 - 6 MANAGEMENT'S DISCUSSION AND ANALYSIS 7-11 FINANCIAL STATEMENTS Statement of Net Position 12-13 Statement of Revenues, Expenses, and Changes in Net Position 14 Statement of Cash Flows 15-16 Notes to Financial Statements 17-44 REQUIRED SUPPLEMENTARY INFORMATION OTHER THAN MANAGEMENT'S DISCUSSION AND ANALYSIS Schedule of Proportionate Share of the Net Pension Liability 46 Schedule of Contributions (Pension) 47 Notes to Required Supplementary Information Required by GASB Statement No. 68 48 Schedule of Changes in the Net OPEB Liability and Related Ratios 49 Schedule of Contributions (OPEB) 50 Notes to Required Supplementary Information Required by GASB Statement No. 75 51 -52 2 COUNTY OF HAWAII DEPARTMENT OF WATER SUPPLY (A component unit of the County of Hawaii, State of Hawaii) TABLE OF CONTENTS Page INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT A UDI TING STANDARDS 53-54 SCHEDULE OF FINDINGS AND RESPONSES CORRECTIVE ACTION PLAN ��1 57 SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS - STATUS REPORT 58 3 h v 1k N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS INDEPENDENT AUDITOR'S REPORT To the Water Board County of Hawaii, Department of Water Supply Report on the Audit of the Financial Statements Opinion 999 BISHOP STREET, SUITE 2200 HONOLULU, HAWAII 96813 T (808) 524-2255 F (808) 523-2090 We have audited the financial statements of the County of Hawaii, Department of Water Supply (Department), a component unit of the County of Hawaii, State of Hawaii, as of and for the fiscal year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the Department'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 financial position of the Department, as of June 30, 2022, and the changes in its financial position and its cash flows for the fiscal year then ended in accordance with accounting principles generally accepted in the United States of America. Basis for Opinion We 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 Department, 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 opinion. Emphasis of Matters Adoption of New Accounting Principle As discussed in Note B to the financial statements, the Department adopted the Governmental Accounting Standards Board Statement No. 87, Leases, during the fiscal year ended June 30, 2022. Our opinion is not modified with respect to this matter. Adjustment to Prior Period Financial Statements As discussed in Note L to the financial statements, the 2021 financial statements have been restated to correct a misstatement. Our opinion is not modified with respect to this matter. 2 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 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 Department'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 opinion. 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 for 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 GARS 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 Department'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. 61 N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS • Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about the Department's ability to continue as a going concern for a reasonable period of time. 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 on pages 7 through 11 and the schedules of proportionate share of the net pension liability, contributions (pension), changes in the net OPEB liability and related ratios, and contributions (OPEB) on pages 46 through 52 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 management's responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 22, 2022 on our consideration of the Department'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 Department'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 Department's internal control over financial reporting and compliance. Honolulu, Hawaii December 22, 2022 0 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) MANAGEMENT'S DISCUSSION AND ANALYSIS Fiscal Year Ended June 30, 2022 The Department of Water Supply, County of Hawaii (Department) operates as a semiautonomous agency charged with the responsibility of operating and maintaining the County of Hawai`i's public water systems. The Department is a utility enterprise and presents its financial statements using the economic resources measurement focus and the accrual basis of accounting. This discussion and analysis is designed to assist the reader in focusing on the significant financial issues and activities and to identify any significant changes in financial position. Readers are encouraged to consider the information presented here in conjunction with the financial statements taken as a whole. Financial Statements The financial statements are designed to provide readers with a broad overview of the Department's finances in a manner similar to a private sector business. The statements of net position present information on all of the Department's assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the residual amount reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the Department is improving or deteriorating. Net position increases when revenues exceed expenses. Increases in assets and deferred outflows of resources, without a corresponding increase in liabilities and deferred inflows of resources, result in increased net position, which indicate an improved financial position. In the case of the Department, assets plus deferred outflows of resources exceeded liabilities plus deferred inflows of resources by $218.0 million, at the close of the most recent fiscal year. This represents an increase of $7.9 million, or 3.8% more than the previous year. At June 30, 2022, $228.0 million of the Department's net position was invested in capital assets (net of related debt), and ($10.0) million was unrestricted. The statements of revenues, expenses, and changes in net position present information showing how the Department's net position changed during the fiscal year. All components of the changes in net position are reported as soon as the underlying event occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in the statements for some items that will result in cash flows in future fiscal periods. The statements of cash flows present changes in cash and cash equivalents (short-term investments with original maturities of three months or less from the date of acquisition), resulting from operating, investing, capital and related financing activities, and non -capital financing activities. Notes to Financial Statements The notes to the financial statements provide additional information that is essential to a full understanding of the data provided in the financial statements. Other Information In addition to the financial statements and accompanying notes, this report also presents certain required supplementary information concerning the Department's participation in the Employees' Retirement System of the State of Hawaii (ERS) and the Employer -Union Health Benefits Trust Fund of the State of Hawaii (EUTF). 7 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) MANAGEMENT'S DISCUSSION AND ANALYSIS (Continued) Fiscal Year Ended June 30, 2022 Condensed Financial Information The following are summaries from the Department's financial statements as of and for the fiscal years ended June 31, 2022 and 2021. Assets Capital assets, net Other assets Total assets Deferred outflows of resources Deferred outflows of resources Total deferred outflows of resources Total assets and deferred outflows of resources Liabilities Long-term debt Other liabilities Total liabilities Deferred inflows of resources Deferred inflows of resources Total deferred inflows of resources Net position Net investment in capital assets Unrestricted Total net position Total liabilities, deferred inflows of resources and net position 0 2021 2022 (as restated) $ 305,806,379 $ 300777744 7, 448,161 10, 072, 803 7, 448,161 10, 072, 803 $ 374, 574, 565 $ 362, 063, 284 $ 75, 079, 033 $ 67, 451, 426 67, 442, 706 76, 811, 943 142, 521, 739 144, 263, 369 14, 017, 408 7, 670, 371 14, 017, 408 7, 670, 371 228, 036,135 230, 096, 604 (10) 000, 717) (19) 967, 060) $ 374, 574, 565 $ 362, 063, 284 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) MANAGEMENT'S DISCUSSION AND ANALYSIS (Continued) Fiscal Year Ended June 30, 2022 Condensed Financial Information (Continued) Operating revenues - water sales Operating expenses Operating loss Nonoperating revenues Nonoperating expenses Loss before contributions Contributions in aid of construction Change in net position Net position at beginning of fiscal year Prior period adjustment Net position at beginning of fiscal year, as restated Net position end of fiscal year Financial Analysis (175297673) 210,129, 544 214, 568, 856 $ 21870357418 $ 21071297544 Capital assets, net increased by $5.0 million, or 1.7%, during the fiscal year ended June 30, 2022 (FY2022), due primarily to an increase in utility plant in service of $26.7 million, offset by an increase in accumulated depreciation of $15.8 million, and decrease in preliminary survey and investigation charges and construction work in progress totaling $5.5 million. Other assets increased by $10.1 million, or 19.7%, in FY2022, due primarily to increases in cash and cash equivalents and intergovernmental receivables of $6.0 million and $4.0 million, respectively. Deferred outflows of resources decreased by $2.6 million, or 26.1 %, in FY2022, due primarily to a decrease in deferred outflows of resources related to pension of $2.4 million. Long-term debt increased by $7.6 million, or 11.3%, in FY2022, due primarily to bond and loan repayments of $6.2 million, offset by loan and bond proceeds of $14.1 million. 9 2021 2022 (as restated) $ 56, 617, 894 $ 50, 502, 359 60, 831, 000 58, 632, 238 (472137106) (871297879) 172597700 172717384 (177937927) (179277397) (477477333) (877857892) 1276537207 473467580 779057874 (474397312) 21071297544 21670987529 (175297673) 210,129, 544 214, 568, 856 $ 21870357418 $ 21071297544 Capital assets, net increased by $5.0 million, or 1.7%, during the fiscal year ended June 30, 2022 (FY2022), due primarily to an increase in utility plant in service of $26.7 million, offset by an increase in accumulated depreciation of $15.8 million, and decrease in preliminary survey and investigation charges and construction work in progress totaling $5.5 million. Other assets increased by $10.1 million, or 19.7%, in FY2022, due primarily to increases in cash and cash equivalents and intergovernmental receivables of $6.0 million and $4.0 million, respectively. Deferred outflows of resources decreased by $2.6 million, or 26.1 %, in FY2022, due primarily to a decrease in deferred outflows of resources related to pension of $2.4 million. Long-term debt increased by $7.6 million, or 11.3%, in FY2022, due primarily to bond and loan repayments of $6.2 million, offset by loan and bond proceeds of $14.1 million. 9 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) MANAGEMENT'S DISCUSSION AND ANALYSIS (Continued) Fiscal Year Ended June 30, 2022 Financial Analysis (Continued) Other liabilities decreased by $9.4 million, or 12.2% in FY2022, due primarily to decreases in net pension liability and net OPEB liability of $6.2 million and $3.9 million, respectively. Deferred inflows of resources increased by $6.3 million, or 82.8%, in FY2022, due primarily to increases in deferred inflows of resources related to pensions and OPEB of $4.4 million and $2.2 million, respectively. Net investment in capital assets decreased by $2.1 million, or 0.90%, in FY2022, due primarily to an increase in net capital assets of $5.0 million, offset by an increase in long-term debt of $7.6 million. Total net position increased $7.9 million, or 3.8%, in FY2022, due primarily to contributions in aid of construction with the receipt of $5.2 million in federal funds for reimbursement of capital project expenditures and $6.3 million in dedicated projects offset by a $4.2 million operating loss. In October 2020, the Water Board approved a 13% rate increase for water consumption and standby charges that became effective January 1, 2021. Total operating revenues increased by $6.1 million, or 12.1% in FY2022, due primarily to an increase in water consumption charges of $2.5 million, power charges of $2.5 million, and standby charges of $1.1 million. Operating expenses increased by $2.2 million, or 3.8%, in FY2022, due primarily to an increase in power and pumping of $6.3 million offset by decreases in general and administrative and transmission and distribution expenses of $4.3 million. Contributions in aid of construction increased by $8.3 million, or 191.1 %, in FY2022, due primarily to an increase in current year dedications by $5.1 million and in federal funding of $5.1 million for reimbursement of capital project expenditures. Capital Assets and Debt Administration As of June 30, 2022, the Department had $305.8 million invested in capital assets, and $75.1 million of long-term debt outstanding. 10 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) MANAGEMENT'S DISCUSSION AND ANALYSIS (Continued) Fiscal Year Ended June 30, 2022 During 2022, major capital asset additions included: $7.9 million for the Papaikou Transite and GI Pipeline Replacement. $0.6 million for the Piihonua-Kukuau Reservoir & Transmission Improvements $0.6 million for the Pahoa Deepwell Repair. $0.6 million for the Kahaluu Deepwell Repair. • $1.0 million for the Waimea Deepwell Repair. $0.9 million for the Ke'ei Deepwell and Boosters Repair. $0.9 million for the Pana'ewa Well Repairs. $0.9 million for the Kalaloa Deepwell Repair. $0.6 million for the DHHL Maku'u Farm Lots dedication. $0.9 million for the West Ramp Demolition and Lease Lots dedication. $3.6 million for the Hokulia Phase 2 dedication. More detailed information about the Department's capital assets is provided in Note E to the financial statements. At June 30, 2022, the Department had outstanding $20.1 million in County of Hawaii general obligation bonds for public improvements, and $53.6 million in State of Hawaii revolving fund loans. As of June 30, 2022, the Department, through the County of Hawaii, maintained an "AA" rating from Standard & Poor's, an "Aa2" rating from Moody 's and an "AA+" rating from Fitch for general obligation debt. 11 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) STATEMENT OF NET POSITION June 30, 2022 ASSETS Current assets Cash and cash equivalents $ 2311811846 Investments 1610001000 Interest receivable 1591495 Trade receivables, less allowance for doubtful accounts of $113221000 815221062 Intergovernmental receivables 412281519 Leases receivable, current portion 2071387 Other receivables 2361633 Inventories of materials and supplies 115931673 Prepaid expenses 601288 Total current assets 5411891903 Noncurrent assets Restricted cash 8881225 Investments 410001000 Leases receivable, noncurrent portion 212411897 Capital assets Depreciable assets Utility plant in service 58415531473 Less accumulated depreciation (306,479,516) 278, 073, 957 Nondepreciable assets Land and rights 513241040 Preliminary survey and investigation charges 212131049 Construction work in progress 1919371881 27,474,970 Right to use lease assets 2831520 Less accumulated amortization (26,068) 257,452 Net capital assets 30518061379 Total assets 36711261404 DEFERRED OUTFLOWS OF RESOURCES Deferred outflows of resources related to pensions 510541087 Deferred outflows of resources related to OPEB 213941074 Total deferred outflows of resources 714481161 Total assets and deferred outflows of resources $ 37415741565 The accompanying notes are an integral part of these financial statements. 12 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) STATEMENT OF NET POSITION (Continued) June 30, 2022 LIABILITIES Current liabilities Accounts and construction contracts payable, including retainages $ 615771539 Long-term debt, current portion 519021341 Accrued compensation 210291486 Accrued interest payable 4141870 Other long-term liabilities, current portion 110491737 Total current liabilities 1519731973 Noncurrent liabilities Long-term debt, noncurrent portion 6911761692 Net pension liability 2910171165 Net OPEB liability 1014511786 Other long-term liabilities, noncurrent portion 1719021123 Total noncurrent liabilities 12615471766 Total liabilities 142,521,739 DEFERRED INFLOWS OF RESOURCES Deferred inflows of resources related to pensions 611661609 Deferred inflows of resources related to OPEB 512581985 Deferred inflows of resources related to leases 214311531 Unamortized gain on refunding of debt 1601283 Total deferred inflows of resources 1410171408 NET POSITION Net investment in capital assets 22810361135 Unrestricted (10, 000, 717) Total net position 21810351418 Total liabilities, deferred inflows of resources and net position $ 374,574,565 The accompanying notes are an integral part of these financial statements. 13 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN NET POSITION Fiscal Year ended June 30, 2022 OPERATING REVENUES Water sales $ 56,6177894 OPERATING EXPENSES Power and pumping 247247093 Depreciation and amortization 1577917386 General and administrative 878607394 Transmission and distribution 672867862 Purification 271827536 Maintenance and repairs 176967609 Customers' accounting and collecting 172897120 Total operating expenses 6078311000 Operating loss (4,213,106) NONOPERATING REVENUES Interest income 294,347 Other 9657353 Total nonoperating revenues 172597700 NONOPERATING EXPENSES Interest expense on long-term debt (1,134,491) Loss on disposal of capital assets (445,217) Other (214,219) Total nonoperating expenses (1,793,927) Loss before contributions (4,747,333) CONTRIBUTIONS IN AID OF CONSTRUCTION 12,6537207 Change in net position 779057874 NET POSITION Beginning of fiscal year, as previously reported 212,1197595 Prior period adjustment (1,990,051) Beginning of fiscal year, as restated 21011297544 Net position at end of fiscal year $ 21870357418 The accompanying notes are an integral part of these financial statements. 14 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) STATEMENT OF CASH FLOWS Fiscal Year ended June 30, 2022 CASH FLOWS FROM OPERATING ACTIVITIES Cash received from customers $ 5652335975 Payments to suppliers for goods and services (27,781,774) Payments to employees for services (17,527,033) Net cash provided by operating activities 1059255168 CASH FLOWS FROM CAPITAL AND RELATED FINANCING ACTIVITIES Principal repayments on lease receivables 2045314 Acquisition and construction of capital assets (14,144,545) Cash received from contributions in aid of construction and other 251185909 Principal paid on long-term debt (6,214,531) Debt proceeds 1451055000 Interest paid on long-term debt (1,480,135) Principal payments on lease liabilities (24,434) Net cash used in capital and related financing activities (5,435,422) CASH FLOWS FROM INVESTING ACTIVITIES Purchase of investments (18,000,000) Proceeds from sale and maturities of investments 1850005000 Interest received 5725471 Net cash provided by investing activities 5725471 Net increase in cash and cash equivalents 650625217 CASH AND CASH EQUIVALENTS - BEGINNING OF FISCAL YEAR 1850075854 CASH AND CASH EQUIVALENTS - END OF FISCAL YEAR $ 2450705071 RECONCILIATION OF CASH AND CASH EQUIVALENTS TO THE STATEMENT OF NET POSITION Unrestricted $ 23,181, 846 Restricted 8885225 $ 24, 070, 071 The accompanying notes are an integral part of these financial statements. 15 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) STATEMENT OF CASH FLOWS (Continued) Fiscal Year ended June 30, 2022 RECONCILIATION OF OPERATING LOSS TO NET CASH PROVIDED BY OPERATING ACTIVITIES Operating loss $ (4,213,106) Depreciation and amortization 1557915386 Provision for doubtful accounts (249,800) Change in assets, deferred outflows of resources, liabilities and deferred inflows of resources Trade and other receivables (134,119) Inventories of materials and supplies (155,173) Prepaid expenses and other (10,269) Deferred outflows of resources related to pensions 254345893 Deferred outflows of resources related to OPER 1895749 Accounts and construction contracts payable, including retainages 6775517 Accrued compensation 675575 Other long-term liabilities 1635439 Net pension liability (6,273,092) Net OPER liability (3,942,028) Deferred inflows of resources related to pensions 453925503 Deferred inflows of resources related to OPER 251855693 Net cash provided by operating activities $ 1059255168 SUPPLEMENTAL DISCLOSURE OF NONCASH CAPITAL AND RELATED FINANCING ACTIVITIES Contributions in aid of construction $ 1055345298 Amortization of bond premium $ 2625863 Amortization of unamortized gain on refunding of debt $ 225107 The accompanying notes are an integral part of these financial statements. 16 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE A - NATURE OF ACTIVITIES The Department of Water Supply, County of Hawaii (Department) is administered by the Water Board, which consists of nine members who serve staggered terms of five years in length. Board members are appointed by the Mayor of the County of Hawaii, State of Hawaii (County) and are confirmed by the County Council, as required by the County Charter. NOTE B - SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (1) Financial Statement Presentation - The Department is a component unit of the County (primary government). The accompanying financial statements present only the financial position and activities of the Department and do not purport to, and do not present the financial position of the County, the changes in its financial position, or, where applicable, its cash flows. Recently Adopted Accounting Pronouncement In June of 2017, the Governmental Accounting Standards Board (GASB) issued Statement No. 87, Leases (GASB 87). 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. This Statement requires recognition of certain lease assets and liabilities for leases that previously were classified as operating leases and recognized as inflows of resources or outflows of resources based on the payment provisions of the contract. It establishes a single model for lease accounting based on the foundational principle that leases are financings of the right to use an underlying asset. The requirements of this Statement are effective for reporting periods beginning after June 15, 2021. The implementation of this Statement resulted in the Department recording right to use lease assets and leases payable of $261,060, as well as leases receivable and deferred inflows of resources of $2,640,583 as of June 30, 2021 . The implementation of this Statement had no impact to net position as of June 30, 2021. (2) Measurement Focus and Basis of Accounting - The Department's financial statements are prepared using the economic resources measurement focus and the accrual basis of accounting. Under this method, revenues are recorded when earned and expenses are recorded at the time liabilities are incurred. (3) Use of Estimates - The preparation of the financial statements in accordance with accounting principles generally accepted in the United States of America requires management to make a number of estimates and assumptions that affect the reported amounts of assets, deferred outflows of resources, liabilities, deferred inflows of resources and disclosure of contingent assets and liabilities at the date of the financial statements and the reported amounts of revenues and expenses during the reporting period. Significant items subject to such estimates and assumptions include the carrying amount of capital assets, valuation allowances for trade receivables, valuation of noncash contributions in aid of construction, accrued workers' compensation, pensions 17 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE B -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) and postretirement healthcare and life insurance benefits, and lease transactions entered into by the Department as lessee and lessor. Actual results could differ from those estimates. (4) Cash and Cash Equivalents -For purposes of the statement of cash flows, the Department considers all highly liquid investments with a maturity of three months or less or money market funds with a weighted average maturity of three months or less when purchased to be cash equivalents. (5) Investments -Investments in time certificates of deposits are carried at cost, which approximates fair value. (6) Trade Receivables - Trade receivables are recorded at the invoiced amount and do not bear interest. The allowance for doubtful accounts is the Department's best estimate of the amount of probable credit losses in the Department's existing trade receivables. The Department determines the allowance based on historical write-off experience. The Department reviews its allowance for doubtful accounts monthly. Past -due balances over 90 days and over a specified amount are reviewed individually for collectibility. Account balances are charged off against the allowance after all means of collection have been exhausted and the potential for recovery is considered remote. (7) Leases - The Department has agreements to lease certain land, buildings, and equipment. The lease agreements qualify as other than short-term leases under GASB 87 and, therefore, are recorded at the present value of the future minimum lease payments beginning on the effective date of the lease agreement or July 1, 2021, whichever is later. The present value of the future minimum lease payments is measured at the discount rate. Lessee recognition and measurement: The Department recognizes a lease payable and a right to use lease asset in the financial statements. At the commencement of a lease, the Department initially measures the lease payable at the present value of payments expected to be made during the lease term. Subsequently, the lease payable is reduced by the principal portion of lease payments made. Right to use lease assets are initially measured as the initial amount of the lease payable, less any lease incentives received from the lessor at or before the commencement of the lease term along with any initial direct costs that are ancillary charges necessary to place the right to use assets into service. Right to use lease assets are amortized using the straight-line method over the shorter of the lease term or the useful life of the underlying asset. Lessor recognition and measurement: The Department recognizes a lease receivable and deferred inflows of resources in the financial statements. At the commencement of a lease, the Department initially measures the lease receivable at the present value of payments expected to be received during the lease term. Subsequently, the lease receivable is reduced by the principal portion of lease payments received. The deferred inflows of resources are initially measured as the initial amount of the lease receivable, adjusted for lease payments received at or before the lease commencement date. County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE B -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Subsequently, the deferred inflows of resources are recognized as revenue over the life of the lease term in a systemetic and rational method. (8) Inventories of Materials and Supplies - Materials and supplies are stated at cost on an average cost basis. (9) Restricted Assets -Unspent bond proceeds that are restricted for purchases of water system improvements are recorded as restricted assets. (10) Capital Assets - Capital assets in service as of January 1, 1950, date of inception of the Department, were recorded at the cost of the assets acquired by the County for its water system from January 1, 1924 to December 31, 1949, less accumulated depreciation to December 31, 1949, as determined by the Department. Assets purchased prior to 1924 and property acquired by gift or grant prior to 1950 are not included in capital assets. Additions to capital assets since January 1, 1950 are stated at cost and include contributions by governmental agencies, private subdividers, and customers at their cost or estimated cost. The capitalization threshold of assets is $400 with estimated useful lives greater than one year. Construction costs include amounts for contract work, engineering supervision, and other direct costs and overhead costs. Preliminary survey and investigation charges represent expenditures incurred to determine the feasibility of potential water system sites for future development. Maintenance and repairs and minor replacements are charged to operations. Major replacements, renewals, and betterments are capitalized to capital asset accounts. Depreciation is computed using the straight-line method over the following estimated useful lives: Distribution mains and accessories 40 years Structures and improvements 40 to 50 years Electric and hydraulic pumping equipment 10 years Services 25 years Transmission mains and accessories, hydrants and purification system 40 years Meters 10 years Transportation, communication, tools and office equipment and furniture 5 years Other equipment 5 to 10 years Other fire protection plant 25 years Annual depreciation rates are applied to costs of the various classes of depreciable assets on the group basis or, as to transportation equipment, to the cost of individual units of property. Right to use lease assets are amortized on a straight-line basis over the shorter of the lease term of the estimated useful life. iR County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE B -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) Gains or losses resulting from the sale, retirement, or disposal of capital assets in service are charged or credited to operations in the year realized. (11) Deferred Outflows of Resources and Deferred Inflows of Resources -Deferred outflows of resources represent a consumption of net position that applies to a future period and will not be recognized as an outflow of resources (expense) until that time. Deferred inflows of resources represent an acquisition of net position that applies to a future period and will not be recognized as an inflow of resources (revenue) until that time. (12) Compensated Absences -Employees earn vacation credits at the rate of one and three-quarter working days for each month of service. Up to 90 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. Both compensatory time off and vacation credits are converted to pay upon termination of employment. Sick leave can be taken only in the event of illness and is not convertible to pay upon termination of employment. Accumulated sick leave at June 30, 2022 amounted to approximately $5,866,000. (13) 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/deductions from the ERS's fiduciary net position have been determined on the same basis as they are reported by the ERS. For this purpose, employer and member contributions are recognized in the period in which the contributions are legally due and benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with benefit terms. Investments are reported at fair value. (14) Postemp/oyment Benefits Other Than Pensions (OPEB) - For the purposes of measuring the net OPEB liability, deferred outflows of 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 by 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. 20 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE B -SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES (Continued) (15) Net Position - Net position represents the difference between assets and deferred outflows of resources less liabilities and deferred inflows of resources. Net position is classified in the following components: net investment in capital assets and unrestricted net position. Net investment in capital assets consists of capital assets, net of accumulated depreciation, reduced by outstanding debt related to the acquisition or construction of those assets, less unspent bond proceeds. Unrestricted net position consists of all other net position not categorized as net investment in capital assets. When both restricted and unrestricted resources are available for use, generally, it is management's policy to use restricted resources first, then unrestricted resources, as they are needed. (16) Operating Revenues and Expenses - Revenues and expenses are distinguished between operating and nonoperating items. Operating revenues generally result from providing services in connection with the Department's principal ongoing operations. The principal operating revenues of the Department are fees charged to customers for providing water services. Operating expenses include the costs associated with providing water services, administrative expenses and depreciation and amortization on capital assets. All revenues and expenses not meeting these definitions are reported as nonoperating revenues and expenses. (17) Contributions in Aid of Construction - Contributions in aid of construction represent cash or capital assets received by the Department to aid in the construction of infrastructure assets. It also includes the forgiveness of principal due on state revolving fund loans that were used to finance the costs of infrastructure needed to maintain the water system. Contributions in aid of construction are recognized when they are accepted by the Water Board and when all applicable eligibility requirements have been met. NOTE C - DEPOSITS AND INVESTMENTS At June 30, 2022, the carrying amount of deposits (cash, time certificates of deposit, and money market funds) was $44,070,071, with a corresponding bank balance of $44,771,351. These amounts were fully insured or collateralized with securities held by the County's agent in the County's name. 21 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE C -DEPOSITS AND INVESTMENTS (Continued) The Hawaii Revised Statutes (HRS) authorizes the County Director of Finance to invest Department moneys that are in excess of the amounts necessary for meeting immediate requirements. The primary objective of the County's investment policy is to safeguard the principal. The secondary objective is to meet the liquidity needs of the Department. The third objective is to return an acceptable yield. In accordance with the HRS, the County's investment policy permits investments in obligations of or guaranteed by the U.S. government, obligations of the State of Hawaii, federally insured savings and checking accounts, time certificates of deposit, and repurchase agreements with federally insured financial institutions. Investments in time certificates of deposits totaled $20,000,000 at June 30, 2022. Custodial Credit Risk - Custodial credit risk for deposits is the risk that, in the event of the failure of a depository financial institution, the Department will not be able to recover deposits or will not be able to recover collateral securities that are in possession of an outside party. The Department's policy requires deposits to be maintained at financial institutions that are members of the Federal Deposit Insurance Corporation and for deposits in excess of insured amounts to be collateralized with securities in accordance with the HRS. Custodial credit risk for investments is the risk that, in the event of the failure of the counterparty (e.g., broker-dealer) to a transaction, the Department will not be able to recover the value of its investment or collateral securities that are in the possession of another party. The Department's policy provides a list of authorized counterparties as well as minimum requirements that counterparties must demonstrate in order to be utilized by the Department. Interest Rate Risk - Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of an investment. Generally, the longer the maturity of an investment, the greater the sensitivity of its fair value to changes in market interest rates. One of the ways that the Department manages its exposure to interest rate risk is by purchasing a combination of short-term and mid-term investments and by timing cash flows from maturities so that a portion of the portfolio is maturing or nearing maturity evenly over time as necessary to provide the cash flow and liquidity needed for operations. The Department monitors the interest rate risk inherent in its portfolio by measuring the weighted average maturity of its portfolio. Credit Risk and Concentration of Credit Risk - Credit risk is the risk that an issuer of an investment will not fulfill its obligation to the holder of the investment. Concentration of credit risk is the risk of loss attributed to the magnitude of a government's investment in a single issuer. The Department's policy limits investment options to those authorized in the HRS and requires the diversification of assets as to issuer. 22 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE D - LEASES RECEIVABLE The Department leases office space in its Hilo office space to the County and a single family residential home to an employee of the Department. Leases receivable consist of agreements with others for the right to use of the underlying assets. The terms of the arrangements range from two to twenty years. The calculated interest rate used was 1.50%. For the fiscal year ended June 30, 2022, the Department recognized approximately $222,100 in lease revenue and $38,400 in interest income. A summary of changes in leases receivable for the fiscal year ended June 30, 2022 is as follows: Balance July 1, 2021 Balance Due Within (restated) Additions Deductions June 30, 2022 One Year $ 2,640,583 $ 135015 $ (204,314) $ 2,449,284 $ 207,387 Leases receivable are due in the upcoming years as follows: Year Ending June 30, Principal Interest Total 2023 $ 2075387 $ 355314 $ 2425701 2024 2035870 325230 2365100 2025 2065947 295153 2365100 2026 2105075 265025 2365100 2027 1955355 215070 2165425 2028-2032 151145142 665358 151805500 2033-2037 3115508 35321 3145829 $ 254495284 $ 2135471 $ 256625755 23 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE E - CAPITAL ASSETS The following summarizes the Department's capital assets at June 30, 2022: Depreciable assets Utility plant in service Structures and improvements Distribution mains and accessories Electric and hydraulic pumping equipment Transmission mains and accessories Services Purification system Meters Hydrants Transportation equipment Communication equipment Office equipment and furniture Tools and work equipment Other equipment Other fire protection plant Less accumulated depreciation Total depreciable assets Non depreciable assets Land and rights Preliminary survey and investigation charges Construction work in progress Total nondepreciable assets Right to use lease assets Land Equipment Accumulated amortization Land Equipment Total right to use lease assets Net capital assets 24 S Amount 215,213,911 15312041489 81, 304, 516 50,424,357 34, 352, 939 13,384,414 11,458,227 10, 630, 070 5,257,665 3,182, 341 2,788,224 1,658,609 1,674,124 1 q 587 58415531473 (306,479,516) 278, 073, 957 5,324,040 2,213,049 19, 937, 881 27,474,970 2261050 57,470 283,520 (5,626) (20,442) (26,068) $ 305, 806, 379 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE E -CAPITAL ASSETS (Continued) The following is a summary of changes in capital assets during the fiscal year ended June 30, 2022: Depreciable assets Utility plant in service Less accumulated depreciation Total depreciable assets Nondepreciable assets Land and rights Preliminary survey and investigation charges Construction work in progress Total nondepreciable assets Right to use lease assets Land Equipment Balance July 1, 2021 (restated) Retirements/ Balance Additions Transfers June 30, 2022 $ 560,826,916 $ 2672807 $ (293,271,311) (15,765,318) 5,268,940 55,100 3,255742 900,436 32,961,079 15,185,433 (3,002,330) $ 584,553,473 2,557,113 (306,479,516) (445,217) 278,073,957 -- 5,324,040 (1,943,129) 2,213,049 (18,728,413) 19,93701 (20,671,542) 27,474,970 226,050 -- -- 226,050 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 25 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE F - LONG-TERM DEBT At June 30, 2022, long-term debt consisted of the following: Public improvement refunding bonds ($13,497,500 issued), 2016 Series B, payable to the County, interest at 3% to 5%, due in semiannual installments through 2026 Public improvement refunding bonds ($6,353,750 issued), 2016 Series E, payable to the County, interest at 2% to 5%, due in semiannual installments through 2029 Public improvement bonds ($4,105,000 issued), USDA Bond #R-1, payable to the County, interest at 2%, due in semiannual installments through 2057 Public improvement refunding bonds ($3,751,250 issued), 2020 Series C & D, payable to the County, interest at 5%, due in semiannual installments through 2029 Public improvement bonds ($147,000 issued), 2008 Series A, payable to the County, interest at 4.125%, due in semiannual installments through 2043 State Revolving Fund loans ($83,624,812 loaned) payable to the State of Hawaii, interest up to 1%, due in semiannual installments through 2041 Total long-term debt Add: Unamortized premium Less: Current portion Noncurrent portion Amount $ 715255000 5,297,500 4,105, 000 3,097,500 114,155 53,580,508 73,719,663 1,359,370 75,079,033 (559025341) $ 6951765692 The public improvement bonds consist of long-term obligations to the County that reflect the Department's proportionate share of general obligation bonds that were issued by the County, in part, for the purpose of improving the public water system. 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 Department's State Revolving Fund Loans are direct borrowings of the Department for which it pledges either its full faith and credit or gross revenues of the Department. 26 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE F -LONG-TERM DEBT (Continued) The following is a summary of changes in long-term debt during the fiscal year ended June 30, 2022: At June 30, 2022, future principal and interest payments for long-term debt are scheduled as follows: Balance Public Balance Due Within July 1, 2021 Additions Decreases June 30, 2022 One Year State Revolving Fund Loans $ 46,997,951 $ 10,000,000 $ (31417,443) $ 53,580,508 $ 31372,203 Public Improvement Bonds 18,831,243 41105,000 (21797,088) 20,139,155 212671275 Add: Unamortized premium 11622,233 -- (262,863) 11359,370 262,863 Total $ 67,451,427 $ 14,105,000 $ (61477,394) $ 75,079,033 $ 51902,341 At June 30, 2022, future principal and interest payments for long-term debt are scheduled as follows: 27 Public Year Ending State Revolving Fund Loans Improvement Bonds Total June 30, Principal Interest Principal Interest Principal Interest 2023 $ 31372,203 $ 828,205 $ 21267,275 $ 686,031 $ 51639,478 $ 11514,236 2024 31410,263 772,960 21384,921 569,760 51795,184 11342,720 2025 31452,810 713,173 21593,370 455,303 61046,180 11168,476 2026 31495,958 6521726 217021484 348,314 61198,442 11001,040 2027 31539,724 591,587 21811,626 236,548 61351,350 828,135 2028-2032 15,771,190 21123,317 41021,286 465,936 19,792,476 21589,253 2033-2037 1417611274 948,216 591,941 242,344 15,353,215 11190,560 2038-2042 51777,086 176,194 641,896 192,390 61418,982 368,584 2043-2047 -- -- 661,507 139,744 661,507 139,744 2048-2052 -- -- 7041214 88,902 7041214 88,902 2053-2057 -- -- 758,635 341478 758,635 341478 $ 53,580,508 $ 61806,378 $ 20,139,155 $ 31459,750 $ 731719,663 $ 10,266,128 27 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE F -LONG-TERM DEBT (Continued) In prior years, 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 assets of the irrevocable trust and the liability of the defeased bonds are not included for the Department's proportionate share on the Department's financial statements. As of June 30, 2022, the Department's proportionate share of the outstanding balance of the unpaid defeased bonds amounted to $17,503,750. NOTE G - OTHER LONG-TERM LIABILITIES The following is a summary of other long-term obligations transactions for the fiscal year ended June 30, 2022: NOTE H - LEASES PAYABLE The Department has entered into leases for land and equipment use. The terms of the agreements range from one to fifty years. The calculated interest rate used was 1.50%. W Balance July 1, 2021 Deductions Balance Due Within (restated) Additions and Payments June 30, 2022 One Year Customers' deposits $ 16,119,667 $ 710,240 $ (391,609) $ 16,438,298 $ 2343727 Accrued vacation 2,029,668 894,553 (969,745) 1,954,476 644,977 Accrued workers' com pensation 380,000 -- (80,000) 300,000 138,464 Leases payable 261,060 223460 (24,434) 259,086 31,569 Total $ 18,790,395 $ 1,627,253 $ (1,465,788) $ 18,951,860 $ 1,049,737 NOTE H - LEASES PAYABLE The Department has entered into leases for land and equipment use. The terms of the agreements range from one to fifty years. The calculated interest rate used was 1.50%. W County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE H -LEASES PAYABLE (Continued) Principal and interest payments to maturity are as follows: Year Ending June 30, Principal Interest Total 2023 2024 2025 2026 2027 2028-2032 2033-2037 2038-2042 2043-2047 2048-2052 2053-2057 2058-2062 2063-2065 NOTE I - EMPLOYEE BENEFITS Pension Plan $ 311569 $ 3,651 $ 35,220 141128 3,668 171796 4,334 3,166 7,500 4,393 3,107 7,500 41453 3,048 7,501 20,673 14,327 35,000 221275 121725 35,000 24,004 10,996 35,000 25,867 9,133 35,000 27,874 71126 35,000 30,036 4,964 35,000 32,367 2,633 35,000 171113 376 171489 $ 259,086 $ 78,920 $ 338,006 Plan Description - Generally, all full-time employees of the State and counties are required to be members of the ERS, a cost-sharing multiple -employer defined benefit pension plan that administers the State's pension benefits program. Benefits, eligibility, and contribution requirements are governed by HRS Chapter 88 and can be amended through legislation. The ERS issues publicly available annual financial reports that can be obtained at the ERS website: https://ers.ehawaii.gov/resources/financials. Benefits Provided - The ERS Pension Trust is comprised of three pension classes for membership purposes and considered to be a single plan for accounting purposes since all assets of the ERS may legally be used to pay the benefits of any of the ERS members or beneficiaries. The ERS provides retirement, disability and death benefits with three membership classes known as the noncontributory, contributory and hybrid retirement classes. The three classes provide a monthly retirement allowance equal to the benefit multiplier (generally 1.25% to 2.25%) multiplied by the average final compensation multiplied by years of credited service. Average final compensation for members hired prior to July 1, 2012 is an average of the highest salaries during any three years of credited service, excluding any salary paid in lieu of vacation for members hired January 1, 1971 or later and the average W County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) of the highest salaries during any five years of credited service including any salary paid in lieu of vacation for members hired prior to January 1, 1971. For members hired after June 30, 2012, average final compensation is an average of the highest salaries during any five years of credited service excluding any salary paid in lieu of vacation. Each retiree's original retirement allowance is increased on each July 1 beginning the calendar year after retirement. Retirees first hired as members prior to July 1, 2012 receive a 2.5% increase each year of their original retirement allowance without a ceiling. Retirees first hired as members after June 30, 2012 receive a 1.5% increase each year of their original retirement allowance without a ceiling. The annual increase is not compounded. The following summarizes the provisions relevant to the largest employee groups of the respective membership class. Retirement benefits for certain groups, such as police officers, firefighters, some investigators, sewer workers, judges, and elected officials, vary from general employees. Noncontributory Class Retirement Benefits - General employees' retirement benefits are determined as 1.25% of average final compensation multiplied by the years of credited service. Employees with ten 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. Ordinary death benefits are available to employees who were active at time of death with at least ten years of credited service. The surviving spouse/reciprocal beneficiary (until remarriage/re-entry into a new reciprocal beneficiary relationship) and dependent children (up to age 18) receive a benefit equal to a percentage of the 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 and the surviving dependent children receive a percentage of the member's accrued maximum allowance unreduced for age. 30 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Contributory Class for Emalovees Hired arior to Julv 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 five years of credited service are eligible to retire at age 55. Police officers and firefighters' retirement benefits are determined using the benefit multiplier of 2.5% for qualified service, up to a maximum of 80% of average final compensation. Police officers and firefighters with five years of credited service are eligible to retire at age 55. Police officers and firefighters with 25 years of credited service are eligible to retire at any age, provided the last five years is service credited in these occupations. Disability Benefits - Members are eligible for service -related disability benefits regardless of length of service and receive a one-time payment of the member's contributions and accrued interest plus 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 credited service but 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 one 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 ten 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. Contributory Class 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 ten years of credited service are eligible to retire at age 60. 31 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Police officers and firefighters' retirement benefits are determined using the benefit multiplier of 2.25% for qualified service, up to a maximum of 80% of average final compensation. Police officers and firefighters with ten years of credited service are eligible to retire at age 60. Police officers and firefighters with 25 years of credited service are eligible to retire at age 55, provided the last five years is service credited in these occupations. 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. For police officers and firefighters, ordinary disability benefits are 1.75% of average final compensation for each year of service and are payable immediately, without an actuarial reduction, at a minimum of 30% of average final compensation. Death benefits for contributory members hired after June 30, 2012 are generally the same as those for contributory members hired June 30, 2012 and prior. Hybrid Class 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 five 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 designated 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 dependent 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. 32 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Ordinary death benefits are available to employees who were active at time of death with at least five years of service. Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest plus a percentage 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 ten 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 Class 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 ten 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 works, water safety officers, and emergency medical technicians 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 ten years of service. Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest, plus a percentage multiplied by 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 ten 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. Contributions - Contributions are governed 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. Contributions to the pension plan from the Department were $2,477,404 for the fiscal year ended June 30, 2022. The contribution rates for fiscal year 2022 were 41 % for police officers and firefighters and 24% for all other employees. The employer is required to make all contributions for noncontributory members. Contributory members hired prior to July 1, 2012 are required to contribute 7.8% of their salary, except for police officers and firefighters who are required to contribute 12.2% of their salary. Contributory members hired after June 30, 2012 are required to contribute 9.8% of their salary, except for police officers and firefighters who are required to contribute 14.2% of their salary. Hybrid members hired prior to July 1, 2012 are required to contribute 6.0% of their salary. Hybrid members hired after June 30, 2012 are required to contribute 8.0% of their salary. 33 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) 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 Department's long-term share of contributions to the pension plan relative to the contributions of all participants, actuarially determined. At the measurement date, June 30, 2021, the Department's proportionate share was 0.238%, which was an increase of 0.008% from its proportionate share measured as of June 30, 2020. There were no significant changes of assumptions or other inputs that affected measurement of the total pension liability since the prior measurement date. There were no changes between the measurement date, June 30, 2021, and the reporting date, June 30, 2022, that are expected to have a significant effect on the proportionate share of the net pension liability. For the fiscal years ended June 30, 2022, the Department recognized pension expense of $313441975. 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 Changes in assumptions Net difference between projected and actual earnings on pension plan investments Changes in proportion and differences between Department contributions and proportionate share of contributions Department contributions subsequent to the measurement date Total 34 Deferred Deferred Outflows of Inflows of Resources Resources $ 8111089 $ 801006 -- -- (4,927,920) 116851588 (11238,689) 214771404 -- $ 51054,087 $ (6,166, 609) County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) At June 30, 2022, the $2,477,404 reported as deferred outflows of resources related to pensions resulting from the Department's contributions subsequent to the measurement date will be recognized as a reduction of the net pension 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 at June 30, 2022 will be recognized in pension expense as follows: $ Net Deferred Fiscal Year Ending June 30, Outflows (Inflows) 2023 $ (492,227) 2024 (879,557) 2025 (946,490) 2026 (1,304,725) 2027 331073 (3,589,926) Actuarial Assumptions - The total pension liability in the June 30, 2021 actuarial valuation was determined using the following actuarial assumptions, adopted by the ERS's Board of Turstees on August 12, 2019, based on the 2018 Experience Study for the five-year period from July 1, 2013 through June 30, 2018: 2021 Inflation 2.50% Investment rate of return, including inflation 7.00% Salary increases, including inflation Police and fire employees 5.00% to 7.00% General employees 3.50% to 6.50% Teachers 3.75% to 5.75% There were no changes to ad hoc postemployment benefits including cost of living allowances. Post-retirement mortality rates are based on the 2019 Public Retirees of Hawai mortality table, generational projection using the BB projection table from the year 2019 and with multipliers based on plan and group experience. Pre -retirement mortality rates are based on multiples of the Pub -2010 mortality table based on the occupation of the member. 35 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) The long-term expected rate of return on pension plan investments was determined using a "top down approach" of the Client -constrained Simulation -based Optimization Model (a statistical technique known as "re -sampling with replacement" that directly keys in on specific plan -level risk factors as stipulated by the ERS board of trustees) 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 then combined to produce the long-term expected rate of return by weighting the expected future rates of return by the target asset allocation percentages and by adding expected inflation. The target allocation and best estimates of geometric real rates of return for each major asset class are summarized in the following table: Strategic Allocation (Risk -Based Classes) Broad Growth Diversifying Strategies Long -Term Long -Term Target Expected Expected Real Allocation Rate of Return Rate of Return* 63.00% 8.00% 37.00% 5.10% 100.00% *Uses an expected inflation of 2.10% 5.90% 3.00% Discount Rate - The discount rate used to measure the net pension liability was 7.00%, consistent with the 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 Department 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 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 the Department's proportionate share of the net pension liability would be if it were calculated using a discount rate that is one percentage point lower (6.00%) or one percentage point higher (8.00%) than the current rate: 1 % Decrease Discount Rate 1% Increase (6.00%) (7.00%) (8.00%) Department's proportionate share of the net pension liability $ 39,578,213 36 $ 29, 017,165 $ 20,31 O, 191 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Pension Plan Fiduciary Net Position - Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS financial report. The ERS complete financial statements are available at https://ers.ehawaii.gov/resources/financials. Payables to the Pension Plan - At June 30, 2022, the amount payable to the ERS was $321,521, which consists of statutorily required employer contributions for the month of June and an accrual for excess pension costs attributed to the fiscal year, as required by the HRS. Postemployment Health Care and Life Insurance Benefits Plan Description - The Department provides certain health care and life insurance benefits to all qualified employees. Pursuant to Act 88, SLH 2001, the Department contributes to the EUTF, an agent multi-employer defined benefit plan. The EUTF was established to provide a single delivery system of health benefits for state and county workers, retirees and their dependents. The EUTF issues a publicly available annual financial report that can be obtained at https://eutf hawaii. goy/reports. For employees hired before July 1, 1996, the Department pays the entire base monthly contribution for employees retiring with ten years or more of credited service, and 50% of the base monthly contribution for employees retiring with fewer than ten years of credited service. A retiree can elect a family plan to cover dependents. For employees hired after June 30, 1996 but before July 1, 2001, and who retire with less than 10 years of service, the Department makes no contributions. For those retiring with at least 10 years but fewer than 15 years of service, the Department pays 50% of the base monthly contribution. For employees retiring with at least 15 years but fewer than 25 years of service, the Department pays 75% of the base monthly contribution. For employees retiring with at least 25 years of service, the State pays 100% of the base monthly contribution. Retirees in this category can elect a family plan to cover dependents. 37 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) For employees hired on or after July 1, 2001, and who retire with less than 10 years of service, the Department makes no contributions. For those retiring with at least 10 years but fewer than 15 years of service, the Department pays 50% of the base monthly contribution. For those retiring with at least 15 years of service but fewer than 25 years of service, the Department pays 75% of the base monthly contribution. For employees retiring with at least 25 years of service, the Department pays 100% of the base monthly contribution. Only single plan coverage is provided for retirees in this category. Retirees can elect family coverage but must pay the difference. Employees Covered by Benefit Terms - At July 1, 2021, the following number of plan members of the Department were covered by the benefit terms: Inactive employees or beneficiaries currently receiving benefits 108 Inactive employees entitled but not yet receiving benefit payments 13 Active employees 164 285 Contributions - Contributions are governed by HRS Chapter 87A and may be amended through legislation. Employer contributions to the EUTF from the Department was $2,148,000 for the fiscal year ended June 30, 2022. The employer is required to make all contributions for members. Net OPEB Liability The net OPEB liability as of June 30, 2022 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. As of June 30, 2022, the Department reported a net OPEB liability of $10,451,786. 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: Actuarial cost method Discount rate Inflation Entry age normal 7.00% 2.50% Salary increases 3.50% to 7.00% including inflation County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Demographic assumptions Mortality Based on the experience study covering the five year period ending June 30, 2018 as conducted by the ERS 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 contribution. Healthcare participation rates of 25%, 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 Healthcare cost trend rates PPO* HMO* Part B & base monthly contribution Dental Vision Life insurance Initial rate 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 rate of 5.00%, declining to a rate of 4.70% after 9 years 4.00% 2.50% 0.00% * Blended rates for medical and prescription drug W County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) The long-term expected rate of return on OPEB plan investments was determined using a building-block method in which best -estimate ranges of expected future real rates of return (expected returns, net of OPEB plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target allocation and best estimates of arithmetic real rates of return for each major asset class are summarized in the following table: Discount Rate - The discount rate used to measure the total OPEB liability was 7.00%, based on the expected rate of return on OPEB plan investments. The Department's funding policy is to pay the recommended actuarially determined contribution, which is based on layered, closed amortization periods. The OPEB plan's fiduciary net position was projected to be available to make all projected future benefit payments for current plan members. Therefore, the long-term expected rate of return on OPEB plan investments was applied to all periods of projected benefit payments to determine the total OPEB liability. W Long -Term Target Expected Real Asset Class 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% U.S. 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% 100.00% Discount Rate - The discount rate used to measure the total OPEB liability was 7.00%, based on the expected rate of return on OPEB plan investments. The Department's funding policy is to pay the recommended actuarially determined contribution, which is based on layered, closed amortization periods. The OPEB plan's fiduciary net position was projected to be available to make all projected future benefit payments for current plan members. Therefore, the long-term expected rate of return on OPEB plan investments was applied to all periods of projected benefit payments to determine the total OPEB liability. W County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Changes in the Net OPEB Liability The following schedules presents the changes in the net OPEB liability for the fiscal year ending June 30, 2022: Balance at June 30, 2021 Changes for the fiscal year: Service cost Interest on the total OPEB liability Difference between expected and actual experience Employer contributions Net investment income Benefit payments Administrative expense Other Net changes Balance at June 30, 2022 Increase (Decrease) Total OPEB Plan Fiduciary Net OPEB Liability Net Position Liability (a) (b) (a) - (b) $ 3512371107 $ 2018431293 $ 1413931814 7621769 -- 7621769 214561079 -- 214561079 (287,233) -- (287,233) -- 112101523 (1,210,523) -- 516661092 (5,666,092) (1,063,301) (1,063,301) -- - (2,922) (2,922) 21922 -- (50) 50 118681314 518101342 (3,942,028) $ 3711051421 $ 2616531635 $ 1014511786 Sensitivity of the Net OPEB Liability to Changes in the Discount Rate - The following presents the net OPEB liability of the Department, calculated using a single discount rate of 7.0%, as well as what the Department's net OPEB liability would be if it were calculated using a discount rate that is one percentage point lower or one percentage point higher than the current discount rate: Net OPEB Liability 1 % Decrease (6.00%) $ 16,140, 504 41 Discount Rate (7.00%) $ 1014511786 1 % Increase (8.00%) $ 519151712 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) Sensitivity of the Net OPEB Liability to Changes in the Healthcare Cost Trend Rates - The following presents the net OPEB liability of the Department, calculated using the assumed healthcare cost trend rates, as well as what the Department's net OPEB liability would be if it were calculated using healthcare cost trend rates that are one percentage point lower or one percentage point higher than the current healthcare cost trend rates: Current Healthcare Cost Trend 1 % Decrease Rates 1 % Increase Net OPEB Liability $ 516431775 $ 1014511786 $ 1616011852 OPEB Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to OPEB For the fiscal year ended June 30, 2022, the Department recognized OPEB expense of $5811414. At June 30, 2022, the Department reported deferred outflows of resources and deferred inflows of resources related to OPEB from the following sources: Difference between expected and actual experience Changes of assumptions Net difference between projected and actual earnings on OPEB plan investments Employer contributions subsequent to the measurement date 42 Deferred Deferred Outflows of Inflows of Resources Resources $ -- $ (2,566,499) 2461074 (133, 761) -- (21558,725) 2,148, 000 -- $ 21394,074 $ (51258,985) County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE I -EMPLOYEE BENEFITS (Continued) At June 30, 2022, the Department reported $2,148,000 as deferred outflows of resources related to OPEB resulting from Department contributions subsequent to the measurement date, which 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 at June 30, 2022 will be recognized in OPEB expense as follows: Fiscal Year Net Deferred Ended June 30: Inflows 2023 $ (1,116,608) 2024 (1,114,177) 2025 (1,167,543) 2026 (1,289,397) 2027 (309,489) Thereafter (15,697) $ (5,012,911) Deferred Compensation Plan The Department participates in a deferred compensation plan established by the State of Hawaii in accordance with Internal Revenue Code Section 457. The plan is available to all the Department employees, and permits employees to defer a portion of their salary until future years. The deferred compensation is 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 Department 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. NOTE J - COMMITMENTS AND CONTINGENT LIABILITIES Risk Management - The Department is exposed to various risks of loss from torts; theft of, damage to, and destruction of assets; employee injuries and illnesses; and natural disasters. The Department maintains property, auto liability, and general liability insurance policies. The Department remains self-insured for workers' compensation liability. Liabilities are recorded when it is probable that a loss has occurred and the amount of that loss can be reasonably estimated. Claim liabilities 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. 43 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO FINANCIAL STATEMENTS June 30, 2022 NOTE J -COMMITMENTS AND CONTINGENT LIABILITIES (Continued) Construction Contracts - The Department is obligated under construction contracts for the utility plant and other projects. Such commitments totaled approximately $14,126,000 at June 30, 2022. Litigation - The Department is involved in various legal proceedings arising in the ordinary course of business. The Department provides for losses that, in the opinion of management, are both probable of being incurred and that can be reasonably estimated. In management's opinion, losses, if any, would not materially affect the Department's financial position or results of operations. NOTE K - RELATED PARTY TRANSACTIONS Long-term Debt - As discussed in Note F, the County has issued general obligation bonds on the Department's behalf for improvements to the water system. The Department is liable to the County for its proportionate share of the debt service requirements. In connection with these general obligation bond issues, long-term debt payable to the County totaled $20,139,155 at June 30, 2022. Accrued interest payable to the County totaled $285,288 at June 30, 2022. Other - Amounts due to the County totaled approximately $258,000 as of June 30, 2022. The County provides the Department with various administrative services including treasury, legal, audit, and workers' compensation administration. The cost for these services are generally invoiced and reimbursed on an annual basis. NOTE L - 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 $1,990,051. REQUIRED SUPPLEMENTARY INFORMATION OTHER THAN MANAGEMENT'S DISCUSSION AND ANALYSIS ml County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) SCHEDULE OF PROPORTIONATE SHARE OF THE NET PENSION LIABILITY Last Ten Fiscal Years* * This schedule is intended to present information for ten years, as of the measurement date of the collective net pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information. We Proportionate Plan Share of the Fiduciary Net Pension Net Position Proportion Proportionate Liability as a %age Measurement of the Share of the as a %age of the Total Period Net Pension Net Pension Covered of Covered Pension Ended Liability (%) Liability ($) Payroll Payroll Liability June 30, 2021 0.24% $ 29,017,165 $ 11,016,038 263.4% 64.25% June 30, 2020 0.23% $ 35,290,257 $ 10,439,473 338.0% 53.18% June 30, 2019 0.23% $ 32,029,248 $ 10,318,136 310.4% 54.87% June 30, 2018 0.25% $ 33,522,053 $ 9742400 344.1% 55.48% June 30, 2017 0.22% $ 28,365,453 $ 9,358,187 303.1% 54.80% June 30, 2016 0.22% $ 29,247,607 $ 9,046,930 323.3% 51.28% June 30, 2015 0.22% $ 18,940,065 $ 9,012,196 210.2% 62.42% June 30, 2014 0.26% $ 20,526,993 $ 8,272,307 248.1% 63.92% June 30, 2013 0.21% $ 18,469,400 $ 7,640,477 241.7% 57.96% * This schedule is intended to present information for ten 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. We County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) SCHEDULE OF CONTRIBUTIONS (PENSION) Last Ten Fiscal Years Fiscal Statutorily Year Required Ended Contribution June 30, 2022 $ June 30, 2021 $ June 30, 2020 $ June 30, 2019 $ June 30, 2018 $ June 30, 2017 $ June 30, 2016 $ June 30, 2015 $ June 30, 2014 $ June 30, 2013 $ 214771404 $ 215791631 $ 212581593 $ 119501328 $ 117571461 $ 116031278 $ 115531128 $ 115201994 $ 116641580 $ 112141933 $ Actual Department Statutorily Required Contributions 214771404 $ 215791631 $ 212581593 $ 119501328 $ 117571461 $ 116031278 $ 115531128 $ 115201994 $ 116641580 $ 112141933 $ Contribution Deficiency Covered (Excess) Payroll 10,450,084 11, 016, 038 10,439,473 10,318,136 9,742,400 913581187 910461930 Contributions as a %age of Covered Payroll 23.71% 23.42% 21.64% 18.90% 18.04% 17.13% 17.17% 910121196 16.88% 812721307 20.12% 716401477 15.90% See accompanying notes to required supplementary information. M County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO REQUIRED SUPPLEMENTARY INFORMATION REQUIRED BY GASB STATEMENT NO. 68 Fiscal Year Ended June 30, 2022 NOTE A - 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, 2016. Amounts reported in the schedule of the proportionate share of the net pension liability as of the measurement period ended June 30, 2016 (fiscal year ended June 30, 2017) were significantly impacted by the following changes of actuarial assumptions: o The investment return assumption decreased from 7.65% to 7.00% o Mortality assumptions were modified to assume longer life expectancies as well as to reflect continuous mortality improvement Prior to the measurement period ended June 30, 2016 (fiscal year ended June 30, 2017), there were no other factors, including the use of different assumptions that significantly affect trends reported in these schedules. County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) SCHEDULE OF CHANGES IN THE NET OPEB LIABILITY AND RELATED RATIOS Last Ten Fiscal Years * Cove red -e mp loye a payroll $ 10, 713, 826 $ 10, 266, 331 $ 10, 264, 425 $ 10, 212, 595 $ 9791 Net OPEB Liability as a Percentage of Covered -employee Payroll 97.55% 140.20% 156.66% 160.90% 176.34% *This schedule is intended to present information for ten years for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information. 2022 2021 2020 2019 2018 Total OPEB liability Service cost $ 762, 769 $ 77307 $ 746,672 $ 698,126 $ 687,414 Interest on the total OPEB liability 2,456,079 2,483573 2,349,959 2,264524 2,135,490 Difference between expected and actual experience (287,233) (2,403,748) (314,598) (1,184,347) -- Changes of assumptions -- (190,921) 137542 432,233 -- Benefit payments (1,063,301) (1,036,438) (1,012,084) (1,016,548) (953,288) Net change in total OPEB liability 1,868,314 (373,927) 1,907,491 1,193,988 1,869,616 Total OPEB liability - Beginning 35,237,107 35,611,034 33703543 32509555 30,639,939 Total OPEB liability - Ending $ 37,105,421 $ 35,237,107 $ 35,611,034 $ 33,703,543 $ 32,509,555 Plan fiduciary net position Employer contributions $ 1, 210523 $ 1, 977, 000 $ 1, 990, 000 $ 1, ,936548 $ 1, ,867788 Net investment income 506,092 092 376, 721 76406 1,111, 306 1,245,946 Benefit payments (1,063,301) (1,036,438) (1,012,084) (1,016,548) (953,288) Administrative expense (2,922) (3,013) (5,493) (3,336) (2,782) Other (50) (2,264) 522,371 -- 16,370 Net change in plan fiduciary net position 5,810,342 1,312,006 2,259,490 2,027,970 2,174,034 Plan fiduciary net position - Beginning 20,843,293 19,531,287 17,271,797 15,243,827 13,069793 Plan fiduciary net position - Ending $ 26,653,635 $ 20,843,293 $ 19,531,287 $ 17,271,797 $ 15,243,827 Net OPEB liability $ 10,451,786 $ 14,393,814 $ 16,079,747 $ 16,431,746 $ 17,265,728 Plan fiduciary net position as a percentage of the total OPEB liability 71.83% 59.15% 54.85% 51.25% 46.89% Cove red -e mp loye a payroll $ 10, 713, 826 $ 10, 266, 331 $ 10, 264, 425 $ 10, 212, 595 $ 9791 Net OPEB Liability as a Percentage of Covered -employee Payroll 97.55% 140.20% 156.66% 160.90% 176.34% *This schedule is intended to present information for ten years for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information. County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) SCHEDULE OF CONTRIBUTIONS (OPEB) Last Ten Fiscal Years Fiscal Actuarially Year Determined Ended Contribution June 30, 2022 $ 271487000 June 30, 2021 $ 270467000 June 30, 2020 $ 179777000 June 30, 2019 $ 179907000 June 30, 2018 $ 179337000 June 30, 2017 $ 178677000 June 30, 2016 $ 179147000 June 30, 2015 $ 178507000 June 30, 2014 $ 178997000 June 30, 2013 $ 178347000 Contributions in Relation to the Actuarially Determined Contribution $ 2,148, 000 $ 172107523 $ 179777000 $ 179907000 $ 179367548 $ 178677788 $ 179137204 $ 178487389 $ 179007758 $ 178337733 Contributions See accompanying notes to required supplementary information. 50 asa%age Contribution Covered- of Covered - Deficiency Employee Employee (Excess) Payroll Payroll $ -- $ 11, 020, 814 19.49% $ 8357477 $ 1077137826 11.30% $ -- $ 10, 266, 331 19.26% $ -- $ 10, 264, 425 19.39% $ (3, 548) $ 10, 212, 595 18.96% $ (788) $ 977917132 19.08% $ 796 $ 974647649 20.21% $ 17611 $ 974267509 19.61% $ (17758) $ 876357402 22.01% $ 267 $ 779667529 23.02% See accompanying notes to required supplementary information. 50 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO REQUIRED SUPPLEMENTARY INFORMATION REQUIRED BY GASB STATEMENT NO. 75 Fiscal Year Ended June 30, 2022 NOTE A - SIGNIFICANT METHODS AND ASSUMPTIONS The actuarially determined annual required contributions ("ARC") for the fiscal year ending June 30, 2022 was developed in the July 1, 2019 valuation. 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 July 1, 2019 Actuarial cost method Entry Age Normal Amortization method Level percent, closed Equivalent single amortization period 15.9 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 Demographic assumptions Based on the experience study covering the five year period ending June 30, 2018 as conducted for the Hawaii Employees' Retirement System (ERS) 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 contribution. Healthcare participation rates of 25%, 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 Healthcare cost trend rates PPO Initial rate 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 the first 2 years, followed by 4.00% Vision Initial rate of 0.00% for the first 2 years, followed by 2.50% Life Insurance 0.00% 51 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) NOTES TO REQUIRED SUPPLEMENTARY INFORMATION REQUIRED BY GASB STATEMENT NO. 75 Fiscal Year Ended June 30, 2022 NOTE A -SIGNIFICANT METHODS AND ASSUMPTIONS (Continued) Prior to the fiscal year ended June 30, 2022, there were no other factors, including the use of different assumptions 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). 52 � N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS 999 BISHOP STREET, SUITE 2200 HONOLULU, HAWAII 96813 T (808) 524-2255 F (808) 523-2090 INDEPENDENT AUDITOR'S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Water Board County of Hawaii, Department of Water Supply We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States (Government Auditing Standards), the financial statements of the County of Hawaii, Department of Water Supply (Department), a component unit of the County of Hawaii, State of Hawaii, as of and for the fiscal year ended June 30, 2022, and the related notes to the financial statements, which collectively comprise the Department's basic financial statements, and have issued our report thereon dated December 22, 2022. Report on Internal Control Over Financial Reporting In planning and performing our audit of the financial statements, we considered the Department's internal control over financial reporting (internal control) as a basis for designing audit procedures that are appropriate in the circumstances for the purpose of expressing our opinion on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the Department's internal control. Accordingly, we do not express an opinion on the effectiveness of the Department's internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity's financial statements will not be prevented, or detected and corrected, on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness yet important enough to merit attention by those charged with governance. 53 N&K CPAs, Inc. ACCOUNTANTS I CONSULTANTS Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. Given these limitations, during our audit we did not identify any deficiencies in internal control that we consider to be material weaknesses. We identified a deficiency in internal control, described in the accompanying schedule of findings and responses as item 2022-001 that we consider to be a significant deficiency. Report on Compliance and Other Matters As part of obtaining reasonable assurance about whether the Department's financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the financial statements. However, providing an opinion on compliance with those provisions was not an objective of our audit, and accordingly, we do not express such an opinion. The results of our tests disclosed no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. Department's Response to Finding Government Auditing Standards requires the auditor to perform limited procedures on the Department's response to the finding identified in our audit and described in the accompanying schedule of findings and responses. The Department's response was not subjected to the other auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on the response. Purpose of This Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity's internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity's internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Honolulu, Hawaii December 22, 2022 54 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) SCHEDULE OF FINDINGS AND RESPONSES Fiscal Year Ended June 30, 2022 Ref. No. Description 2022-001 Improve Internal Controls Over Accounting for Constructed Capital Assets (Significant Deficiency) Criteria: Once constructed capital assets are completed and placed into operations, they should be depreciated over their estimated useful lives. Condition: During the fiscal year ended June 30, 2022, management began working to implement processes and procedures in response to prior year's finding 2021-001 and noted several projects that should have been accounted for as completed projects. Management made adjustments to correct the errors they discovered. Cause: In prior years, policies and procedures over the monitoring of the status of constructed capital assets did not prevent or detect these errors in a timely manner. Effect: The following adjustments were necessary: • Increase accumulated depreciation by $1,289,752, decrease construction work in progress by $91,666, decrease preliminary survey and investigation charges by $608,633, and decrease beginning net position by $1,990,051 as of July 1, 2021. • Increase utility plant in service by $22,057,519, decrease accumulated depreciation by $65,000, decrease construction work in progress by $20,471,313, and decrease preliminary survey and investigation charges by $1,651,206 as of July 1, 2021. Recommendation: Management should continue to monitor construction work in progress to ensure constructed capital assets placed into operations are being accounted for properly in a timely manner. Views of Responsible Officials and Planned Corrective Action: The Department agrees with the finding and recommendation. See Corrective Action Plan. 55 CORRECTIVE ACTION PLAN 56 DEPARTMENT 1T FWATER SUPPLY COUNTY OFH 11AVI 345 KEKDANA iA STREET, SUITE 20 HILO, HAWAVI 96720 TELEPHONE (808) 961-8050 • FAX (808) 961-8657 December 22, 2022 Mr. Chad K. Funasaki, CPA, C MA K CPAs Inc. 999 Bishop Street Suite 2200 Honolulu, ISI 9681 Subject: N&K CPAs Independent Auditor's Report, Schedule of Findings and Responses, Fiscal Year Ended, June 30, 2022 Dear Mr. Funasaki : ICK CPAs Independent Auditor's Deport of the Department of water Supply (DWS) has been reviewed. The findings included in your report will be addressed in accordance with your recommendations as follows: 2022-001 Improve Internal Controls Over Accounting for Constructed Capital Assets Management's response: The department intends to implement the auditor's recommendation. In FY 2022, processes and procedures were implemented in response to the prior year's finding which includes a standard form to confirm the status of the projects and to determine if major components have or have not been placed in service during the fiscal year. Management will continue to review the current accounting system and workflow for construction work in progress and implement necessary coordination and improvements to ensure timely shifting of assets to fixed asset account(s) once they're placed in service. We appreciate your review and recommendations. If you have any questions, please do not hesitate to contact us at (808)961-8050. C Sincerely Yours, A114wv Keith Okamoto, P.E. Manager -Chief Engineer ... Water, Our most Trecious &source. . . 2(a WaiA ane .. . The Department of Water supper is an Equal Opportunity provider and employer. 57 County of Hawaii Department of Water Supply (A component unit of the County of Hawaii, State of Hawaii) SUMMARY SCHEDULE OF PRIOR AUDIT FINDINGS - STATUS REPORT Fiscal Year Ended June 30, 2022 This section contains the current status of the prior audit recommendations. The recommendations are referenced to the pages of the previous audit report for the fiscal year ended June 30, 2021, dated January 21, 2022. Reference Number Recommendation 2021-001 Improve Internal Controls Over Accounting for Constructed Capital Assets (page 54) Management should monitor construction work in progress to ensure constructed capital assets placed into operations are being accounted for properly. 2022-001 Improve Internal Controls Over Accounting for Significant Nonroutine Transactions (page 55) Management should identify significant, nonroutine accounting transactions and ensure that a process is established whereby management -level fiscal personnel are actively involved in both the determination of the proper accounting treatment and the timely review of the transactions posted to the Department's accounting system. W Current Status Partially accomplished. Refer to current year finding 2022-001 for management's response. Accomplished.