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HomeMy WebLinkAboutComprehensive Annual Financial Report 2018COMPREHENSIVE ANNUAL FINANCIAL REPORT Fiscal Year Ended June 30, 2018 COUNTY OF HAWAII Hilo, Hawaii Harry Kim Mayor Wilfred Okabe Managing Director Prepared by The Department of Finance Deanna Sako Director of Finance COUNTY OF HAWAII Comprehensive Annual Financial Report For the Fiscal Year Ended June 30, 2018 Table of Contents INTRODUCTORY SECTION Letter of Transmittal 1 GFOA Certificate of Achievement 8 Organization Chart 9 List of Elected Officials 10 List of Principal Officials 11 FINANCIAL SECTION Report of Independent Auditors 13 Management's Discussion and Analysis 16 Basic Financial Statements: Government -wide Financial Statements: Statement of Net Position 28 Statement of Activities 30 Fund Financial Statements: Balance Sheet - Governmental Funds 32 Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position 33 Statement of Revenues, Expenditures, and Changes in Fund Balances - Governmental Funds 34 Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities 36 Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) - General Fund 38 Statement of Net Position - Proprietary Funds 42 Statement of Revenues, Expenses, and Changes in Fund Net Position - Proprietary Funds 43 Statement of Cash Flows - Proprietary Funds 44 Statement of Fiduciary Net Position - Fiduciary Funds 45 Statement of Changes in Fiduciary Net Position - Fiduciary Funds 46 Notes to the Basic Financial Statements 47 Required Supplementary Information 106 FINANCIAL SECTION (Continued) Page Combining and Individual Nonmajor Fund Statements and Schedules: Combining Balance Sheet - Nonmajor Governmental Funds 114 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances - Nonmajor Governmental Funds 118 Schedules of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis): Highway Fund 121 Sewer Fund 122 Solid Waste Fund 123 Cemetery Fund 124 Parking Meter Fund 125 Vehicle Disposal Fund 126 Bikeway Fund 127 Workforce Investment Act Fund 128 Golf Course Fund 129 Geothermal Relocation and Community Benefits Fund 130 Beautification Fund 131 Hawaii County Housing Agency 132 Park Dedication Fund 133 Combining Statement of Agency Funds Net Position - Agency Funds 134 Combining Statement of Changes in Assets and Liabilities - Agency Funds 136 Combining Statement of Private Purpose Trust Net Position - Private Purpose Trusts 140 Combining Statement of Changes in Net Position - Private Purpose Trusts 141 STATISTICAL SECTION Table 1 - Net Position by Component 143 Table 2 - Changes in Net Position 144 Table 3 - Fund Balances, Governmental Funds 146 Table 4 - Changes in Fund Balance, Governmental Funds 147 Table 5 - Real Property Assessed Values by Classification and Tax Rates 148 Table 6 - Principal Taxpayers 152 Table 7 - Property Tax Levies and Collections 153 Table 8 - Ratios of Outstanding Debt by Type 154 Table 9 - Ratios of General Bonded Debt Outstanding 155 Table 10 - Legal Debt Margin Information 156 Table 11 - Demographic and Economic Statistics 157 Table 12 - Principal Employers, County of Hawaii 158 Table 13 - Full -Time Equivalent County Government Employees by Function 159 Table 14 - Operating Indicators by Function 160 Table 15 - Capital Asset Statistics by Functions 161 INTRODUCTORY SECTION Harry Kim Mayor December 28, 2018 County of Hawaii Finance Department 25 Aupuni Street, Suite 2103 • Hilo, Hawai'i 96720 (808) 961-8234 • Fax (808) 961-8569 The Honorable Mayor and Members of the Council County of Hawai'i 25 Aupuni Street Hilo, Hawai'i 96720 Deanna S. Sako Director We transmit herewith the Comprehensive Annual Financial Report for the County of Hawai'i, State of Hawai'i (the County), for the fiscal year July 1, 2017 to June 30, 2018. This report was prepared by the County's Department of Finance. The accuracy of the financial statements and the completeness and fairness of their presentation are the responsibility of the County government. We believe the enclosed data are complete and accurate in all material respects and are reported in a manner designed to present fairly the financial position and results of operations of the various funds of the County. All disclosures necessary to convey the maximum understanding of the County's financial activities have been included. Management's discussion and analysis is also included to aid users of the financial statements. This report presents the financial position of the County of Hawai'i at June 30, 2018 and results of operations for the fiscal year then ended. The report is divided into three sections: • The Introductory Section includes this transmittal letter, a Certificate of Achievement for Excellence in Financial Reporting, the County of HawaiTs organization chart and lists of elected and principal officials. • The Financial Section contains management's discussion and analysis, the basic financial statements, related notes, the combining and individual fund budgetary financial statements, and the independent auditors' report. • The Statistical Section includes selected financial and demographic information, generally presented on a multi-year basis. This report includes all funds of the County of Hawai'i, including its component unit, the Department of Water Supply, established by the County Charter as a semi -autonomous body of the County government. This component unit is included in the County's reporting entity because of its financial relationship with the County. Hawaii County is an equal opportunity provider and employer. -1- The County provides a fall range of municipal services. These include police and fire protection; emergency medical care; public prosecutor; culture and recreation; sanitation; social services; water; planning and zoning; construction and maintenance of highways, streets and infrastructure; real property assessment and tax collection; and general administrative services. However, the County does not provide such other traditional services as public education, hospitals and courts. These services are provided by the State government. The County consists of the island of Hawai'i, 4,028 square miles in size. It is twice as large as the combined area of all the other inhabited islands in the Hawaiian Archipelago. Since there is no other local or municipal government within the County, there are no overlapping taxes and no overlapping debt. The County has an elected mayor and a nine -member council. Economic Condition and Outlook The island of Hawai'i, commonly known as the Big Island, is located 214 miles from Honolulu, the state capital; 2,200 miles from the west coast of the continental United States; and 4,000 miles from Japan. The city of Hilo on the east side of the island serves as the county seat as well as the transportation and financial center for the Big Island. Hilo's infrastructure includes Hilo Harbor, a deep -water port, and Hilo International Airport, which is capable of handling fully - loaded wide-bodied aircraft. Kailua-Kona and South Kohala, major tourist destination areas on the west side of the Big Island, are served by flights from the United States mainland, Canada and now Japan through the Kona International Airport. Scheduled freight services are available between the islands by air and sea transport. Communities on the island are linked by a network of State and County maintained streets and highways. The Big Island is the most diversified of the neighbor island economies. As a result it is buffered to some extent when any one industry lags. Although the past few years proved challenging to the island's economy, it appears that the County will continue on its steady but slow road to improved financial health. This favorable outlook is supported by positive trends in the following key areas of the island's economy. The unemployment rate for the County for the current fiscal year is at approximately 3%, which has not changed from last year's rate for the same period. Tourism has always been one of the major industries on the island. In addition to the mild climate and natural beauty it shares with other areas in the state, the County features the Hawai'i Volcanoes National Park. In 2018, the County suffered from two natural disasters, Hurricane Lane and a volcanic eruption, which took a toll on the island's visitor industry. Even with the halting of volcanic activity in recent months, the outlook for the remainder of fiscal year 2019 remains optimistic. In October 2018, the Hawai'i Supreme Court by majority decision affirmed the Board of Land and Natural Resources' decision to issue a Conservation District Use Permit (CDUP) for construction of the Thirty Meter Telescope (TMT) on Mauna Kea. Estimated at approximately $1.4 billion, the project has been stagnant for the past several years as opponents challenged whether or not the project had satisfied all procedural requirements when it obtained its original CDUP. 2 Major Initiatives For the Year Public Safety With the volcanic eruption in the lower Puna region endangering both lives and property, the Hawai'i County Civil Defense Agency (Agency), along with many of the departments throughout the County, faced many challenges but worked tirelessly to keep the community safe. The Police Department won wide spread praise for its initial handling of the volcanic eruption in populated areas in lower Puna in the tail end of fiscal year 2018. Officers in the Puna and South Hilo Districts were put on 12 hour shifts to maintain normal law enforcement operations while also manning roadblocks and security details within the evacuated and other affected areas. During the fiscal year, the Department fully transitioned to a new service weapon for all sworn personnel replacing the issued Smith & Wesson 9mm handguns that were discontinued by the manufacturer. The Fire Department hosted the world renowned Resuscitation Academy here on the Big Island, for the first time in the State, featuring the ongoing efforts in the County through the Fire Department to improve cardiac arrest survival rates in the county. The Department also implemented an in-house Confined Space Rescue training program that includes all of the personnel who work as part of the hazmat or rescue teams. The Department also completed the final phase of the Emergency Dispatch Center upgrades which included installation of ergonomic and adjustable dispatch consoles. Public Works — Over the past fiscal year the Department of Public Works (DPW) completed major projects in our community including: • Work on the Hakalau Stream Bridge foundation completed just after fiscal year end with a contract amount of $1.6 million that was 80% funded by the Federal Highway Administration (FHWA). The bridge was ordered closed in January 2016 by the FHWA due to severe scour damage to its foundation by prolonged exposure to strong erosive stream flow during its 88 years of active use. • The Mass Transit Baseyard and Maintenance Facility has been substantially completed and occupied since February 2018. The new facility consists of a five acre parcel and has sufficient space to house the fleet of transit buses and staff. Culture and Recreation — Parks and Recreation opened several new and improved facilities during fiscal year 2018 for use by the community. One such project included the bunkhouses that was a part of the approximately $10.5 million Mauna Kea Recreation Area Improvement project that the Department opened up for rentals. In addition to the bunkhouses, this multi- million dollar project included construction of new potable and nonpotable water tanks, new site utilities, new fencing, gates and other park amenities. 3 Another large construction project that was completed during the past fiscal year, included the Pana' ewa Drag Strip at a cost of approximately $5.0 million, which involved renovation of restrooms to be ADA compliant, new launch pad and guardrail systems and new concession buildings. There was also the Kukuihaele Park Improvements project at a cost of approximately $5.4 million, which involved the construction of a new basketball court, new baseball field with chain link fencing, dugout buildings and bleachers. For the Future Public Safety — A high priority for the Police Department is to seek funding to implement a body worn camera system to assist officers in the field. The funding needed would be for acquiring necessary equipment as well as additional personnel to manage the program. Additionally, in conjunction with the Fire Department, the Department hopes that a long -envisioned combined Fire and Police Dispatch Center will be realized. Planning— The County Council adopted the Ka' a Community Development Plan in October 2017 and the nine year process demonstrated the passion and resilience of the community to provide an inspired vision for Ka 5. The Windward Planning Commission completed its review of the Hamakua Community Development Plan in May 2018 and forwarded it on to the County Council for final adoption. The multi-year comprehensive review of the Hawai'i County General Plan is more than half way complete and is expected to be adopted in fiscal year 2020. Public LVorks - DPW is currently working on the following County and Statewide Transportation Improvement Program (STIP) projects: • The Kalaniana ole Avenue Reconstruction project (Kamehameha/Railroad Avenue to Ka uhane Avenue) is valued at $17 million and started in fiscal year 2018. The project includes the widening of Kalaniana' ole Avenue to add a new sidewalk, bicycle and left turn lanes, construction of a new waterline and appurtenances; drainage improvements; reconstructing and re -paving the roadway and installation of pavement markings and signs. The projected completion date is the middle of fiscal year 2020. • The Ali'i Drive Culvert Replacement project, estimated at $12 million, is currently being bid upon by contractors. This project includes the demolition and reconstruction of a concrete culvert bridge. Completion is slated for the middle of fiscal year 2021. • The construction of the West Hawai'i Office of the Prosecuting Attorney building is valued at $14 million and will be the office complex for the prosecuting attorneys, clerical, administrative and program staff of the county. Completion of the project is currently slated for the middle of 2019. 4 • The Mamalahoa Highway (Route 19) Widening (Mud Lane to Mana Road) project is valued at $19.6 million and started in fiscal year 2017. The project will construct turning lanes at side intersections. The work will include grading, paving, retaining walls and installing pavement markings and signs. Completion of the project is currently slated for the end of fiscal year 2020. Other Financial Information Internal Control The management of the County is responsible for establishing and maintaining an internal control structure designed to ensure that the assets of the County are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for preparation of financial statements in conformity with generally accepted accounting principles. The internal control structure is designed to provide reasonable, but not absolute, assurance that these objectives are met. The concept of reasonable assurance recognizes that (1) the cost of a control should not exceed the benefits likely to be derived; and (2) the valuation of costs and benefits requires estimates and judgments by management. Budgetary Control The County maintains budgetary controls to ensure that legal provisions of the annual budget are complied with and that those expenditures do not exceed budgeted amounts. Activities of the general fund and special revenue funds are included in the annual appropriated operating budget. Project -length financial plans are adopted for the capital projects fund. Budgetary control is established at the department level. Formal budgetary integration is employed as a management control device for the general fund, special revenue funds, and the capital projects fund. Budgetary control for the debt service fund is achieved through general obligation bond indenture provisions. The basis of accounting used for the budgets of the general and special revenue funds differs from generally accepted accounting principles. Intergovernmental revenues are recognized when awarded by the granting agency, encumbrances and unexpended allotments are treated as expenditures for purposes of determining legal compliance with the annual budget, all leases are treated as operating leases, and accounts payable are not accrued. The County also maintains an encumbrance accounting system as one technique of accomplishing budgetary control. Encumbrances outstanding at fiscal year end are included in the various fund balance categories based on whether the resources are restricted, committed or assigned and do not constitute expenditures or liabilities because they will be honored during the following year. As demonstrated by the statements and schedules included in the financial section of this report, the County continues to meet its responsibility for sound financial management. 5 Sign fcantAccounting Policies The County has implemented Governmental Accounting Standards Board Statement No. 14, The Financial Reporting Entity (GASB Statement No. 14), Statement No. 39, Determining Whether Certain Organizations Are Component Units (GASB Statement No. 39) and Statement No. 61, The Financial Reporting Entity: Omnibus an amendment of GASB Statements No. 14 and 34 (GASB Statement No. 61). All organizations, activities or functions that meet the criteria in GASB Statement No. 14, No. 39 and No. 61 for inclusion in the reporting entity are included in the County's basic financial statements. For further discussion on other significant accounting policies, refer to the notes to the basic financial statements. Financial Highlights Total revenues increased by $59.1 million from the prior year, which was mostly due to property taxes increasing by approximately $35.4 million, most notably in the homeowners class, which increased by 8.0 percent from the prior year. Second, there was a $16.7 million increase in capital grants and contributions related to increases in highways and streets. With a 13.5 percent ($59.2 million) increase in revenues that was offset by a 3.7 percent ($18.3 million) increase in expenses, the County experienced a decrease in net position of $20.2 million, which represented a 66.9% decrease over the prior year's decrease in net position. These results are prior to the impact of the prior year's cumulative effect of an accounting change related to the reporting of the County's liability related to Other Postemployment Benefits (OPEB). The County's investment in capital assets increased by $4.4 million from the prior year, which represented a 1 percent increase. New and continued construction projects in the areas of highways and streets and sanitation accounted for the majority of the increase. Other Information Independent Audit The County Charter requires an annual audit by independent certified public accountants. N&K CPAs Inc. was selected in accordance with the County Charter and the procurement provisions of the Hawaii Revised Statutes (HRS) and Hawaii Administrative Rules (HAR) to perform the audit. Employee Union Contracts County employees are members of eight different bargaining units, of which six have contracts that expire on June 30, 2019 and two will expire on June 30, 2021. Certificate of _Achievement The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the County of Hawai'i for its Comprehensive Annual Financial Report for the fiscal year ended June 30, 2017. This was the thirtieth consecutive year that the government has received this prestigious award. In order to be awarded a Certificate of Achievement, a government must publish an easily -6 readable and efficiently organized comprehensive annual financial report. This report must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. We believe our current Comprehensive Annual Financial Report continues to meet the Certificate of Achievement Program's requirements, and we are submitting it to the GFOA to determine its eligibility for another certificate. Acknowledgments The preparation of this report was made possible by the efficient and dedicated services of the entire staff of the Department of Finance and fiscal personnel in other departments. I am grateful for their help in preparing this report. I also thank the Mayor and the members of the County Council for their interest and support in assuring the continuing sound financial condition of the County of Hawai' i. Deanna Sako Director of Finance 7 Government Finance Officers Association Certificate of Achievement for Excellence in Financial Reporting Presented to County of Hawaii Hawaii For its Comprehensive Annual Financial Report for the Fiscal Year Ended June 30, 2017 Pt- 21.a.trutlite Executive Director/CEO 8 County Council County of Hawaii Organization Chart County Electorate County Clerk Legislative Auditor Mayor Prosecuting Attorney Office of Management: Managing Director Departments under direct supervision of the Managing Director: Corporation Counsel Finance Planning Environmental Management Research & Development Public Works Parks & Recreation Information Technology Agencies under direct supervision of the Managing Director: Civil Defense Office ofAging Mass Transit Office of Housing & Community Development Departments under commissions and administrative supervision of the Mayor: Human Resources Police Liquor Control Fire Water Supply (semi -autonomous) County of Hawaii Elected Officials June 30, 2018 Administrative Officers (Term: 2016-2020) Harry Kim Mayor Mitchell Roth Prosecuting Attorney County Council (Term: 2016-2018) Valerie Poindexter Chair Karen Eoff Vice Chair Aaron S.Y. Chung Member Maile "Medeiros" David Member Dru Mamo Kanuha Member Susan L. K. Leeloy Member Eileen O'Hara Member Herbert M. Richards, III Member Jennifer Ruggles Member Principal Officials June 30, 2018 County Clerk Legislative Auditor Managing Director Deputy Managing Director Corporation Counsel Director of Finance Planning Director Director of Personnel Director of Research and Development Chief of Police Fire Chief Director of Public Works Director of Environmental Management Parks and Recreation Director Manager -Chief Engineer, Department of Water Supply Civil Defense Administrator Director of Liquor Control Mass Transit Administrator Executive on Aging Administrator, Office of Housing and Community Development Director of Information Technology Stewart Maeda Bonnie Nims Wilfred Okabe Barbara Kossow Joseph Kamelamela Deanna Sako Michael Yee William Brilhante Jr. Diane Ley Paul Ferreira Darren Rosario Allan Simeon William Kucharski Roxcie Waltj en Keith Okamoto Talmadge Magno Gerald Takase Maria Aranguiz Rojas Christian Alameda Neil Gyotoku Julie Ung This page intentionally left blank. FINANCIAL SECTION hoo N&K CPAs, Inc. ACCOUNTANTS1CONSULTANTS INDEPENDENT AUDITORS REPORT To the Chair and Members of the County Council County of Hawaii Report on the Financial Statements AMERICAN SAVINGS BANK TOWER 1001 BISHOP STREET, SUITE 1700 HONOLULU, HAWAII 96813-3696 T (808) 524-2255 F (808) 523-2090 We have audited the accompanying financial statements of the governmental activities, the business -type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County of Hawaii, State of Hawaii (County), as of and for the fiscal year ended June 30, 2018, and the related notes to the financial statements, which collectively comprise the CountyI basic financial statements as listed in the table of contents. Management3 Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor3 Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditorI judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entityI preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entityI internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall financial statement presentation of the financial statements. N&K CPAs, Inc. ACCOUNTANTSCONSULTANTS We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business -type activities, the discretely presented component unit, each major fund, and the aggregate remaining fund information of the County of Hawaii, State of Hawaii, as of June 30, 2018, and the respective changes in financial position and, where applicable, cash flows thereof and the budgetary comparison for the general fund for the fiscal year then ended in accordance with accounting principles generally accepted in the United States of America. Emphasis of Matter Adoption of New Accounting Principle As discussed in Note 1 to the financial statements, the County adopted new accounting guidance, GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. Our opinion is not modified with respect to this matter. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the managements discussion and analysis (pages 16 through 26), schedule of changes in the net OPEB liability and related ratios (page 106), schedule of contributions (OPEB) (pages 107 through 108), schedule of the CountyI and Departments proportionate share of the net pension liability (ERS) (page 109), schedule of the employer pension contributions (ERS) (pages 110 through 111), and schedule of changes in total pension liability (page 112), be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with managements responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the CountyI basic financial statements. The introductory section, combining and individual nonmajor fund financial statements and budgetary comparison schedules, and N&K CPAs, Inc. ACCOUNTANTSCONSULTANTS statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and budgetary comparison schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the combining and individual nonmajor fund financial statements and budgetary comparison schedules are fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated December 28, 2018, on our consideration of the CountyI 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 CountyI 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 CountyI internal control over financial reporting and compliance. ,c CSA Honolulu, Hawaii December 28, 2018 MANAGEMENT'S DISCUSSION AND ANALYSIS This section of the County of Hawaii's (the County) Comprehensive Annual Financial Report presents a narrative overview and analysis of the financial activities of the County for the fiscal year ended June 30, 2018. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal. FINANCIAL HIGHLIGHTS • The assets of the County exceeded its liabilities at the end of the fiscal year by $141.7 million (net position). This amount includes a negative balance of $790.4 million in unrestricted net position, a decrease of $319.7 million from the prior year, which is explained in the sections below. • As of the close of the current fiscal year, the County's governmental funds reported combined ending fund balances of $213.2 million, an increase of $51.7 million from the prior year. Approximately 38 percent of this total amount, $81.4 million, is available for spending at the County's discretion (unrestricted fund balance). • At the end of the current fiscal year, unrestricted fund balance for the general fund was $37.5 million, or 12 percent of total general fund expenditures. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the County's basic financial statements. The County's basic financial statements comprise three components: (1) Government -wide financial statements, (2) Fund financial statements, and (3) Notes to the basic financial statements. This report also contains both required and other supplementary information in addition to the basic financial statements themselves. Government -wide Financial Statements The government -wide financial statements are designed to provide readers with a broad overview of the County's finances, in a manner similar to a private -sector business. The statement of net position presents information on all of the County's assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether or not the financial position of the County is improving or deteriorating. The statement of activities presents information showing how the County's net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods, such as revenues pertaining to uncollected taxes and expenses pertaining to earned but unused vacation and sick leave. Both of the government -wide financial statements distinguish functions of the County that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business -type activities). The governmental activities of the County include public safety, highways and streets, health, education and welfare, culture and recreation, sanitation and general government. The business -type activities of the County include rental housing for senior citizens and families. -16- The government -wide financial statements include not only the County itself (known as the primary government), but also the Department of Water Supply, a legally separate entity that the County is financially accountable for. Financial information for this component unit is reported separately from the financial information presented for the primary government itself. Fund Financial Statements The fund financial statements are designed to report information about groupings of related accounts which are used to maintain control over resources that have been segregated for specific activities or objectives. The County, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. All of the funds of the County can be divided into the following three categories: governmental funds, proprietary funds, and fiduciary funds. Governmental funds. Governmental funds are used to account for essentially the same functions reported as governmental activities in the government -wide financial statements — i.e., most of the County's basic services are reported in governmental funds. These statements, however, focus on (I) how cash and other financial assets can readily be converted to available resources and (2) the balances left at year-end that are available for spending. Such information may be useful in determining what financial resources are available in the near future to finance the County's programs. Because the focus of governmental funds is narrower than that of the government -wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government -wide financial statements. By doing so, readers may better understand the long-term impact of the government's near-term financing decisions. Both the governmental funds balance sheet and the governmental funds statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The County maintains several individual governmental funds organized according to their type (general, special revenue, debt service, and capital projects). Information is presented separately in the governmental funds balance sheet and in the governmental funds statement of revenues, expenditures, and changes in fund balances for the general fund and capital projects fund, which are considered to be major funds. Data from the remaining governmental funds are combined into a single, aggregated presentation. Individual fund data for each of the non -major governmental funds is provided in the form of combining statements elsewhere in this report. The County adopts an annual appropriated budget for its general fund and special revenue funds. A budgetary comparison statement has been provided for these funds to demonstrate compliance with this budget. The budgetary comparison statement for the general fund is located in the basic financial statements, whereas the budgetary comparison schedules for the nonmajor special revenue funds are presented elsewhere in this report. Proprietary funds. Proprietary funds are generally used to account for services for which the County charges outside customers. Proprietary funds provide the same type of information as' shown in the government -wide financial statements, only in more detail. The County maintains only one type of proprietary funds, enterprise funds. Enterprise funds are used to report the same functions presented as business -type activities in the government - wide financial statements. The County uses enterprise funds to account for the operations of the Kulaimano Elderly Housing Project and the Gull Ekahi Affordable Housing Project. -17- Fiduciary funds. Fiduciary funds are used to account for resources held for the benefit of parties outside the County. The private -purpose trusts and the agency funds are reported under the fiduciary funds. Since the resources of these funds are not available to support the County's own programs, they are not reflected in the government -wide financial statements. The accounting used for fiduciary funds is much like that used for proprietary funds. Notes to the Basic Financial Statements The notes to the basic financial statements provide additional information that is essential to a full understanding of the data provided in the government -wide and fund financial statements. Other Supplementary Information In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information, which is presented immediately following the notes to the basic financial statements. The combining statements referred to earlier in connection with nonmajor governmental funds and budgetary comparison schedules for the nonmajor special revenue funds are presented immediately following the required supplementary information. GOVERNMENT -WIDE FINANCIAL ANALYSIS Condensed Statement of Net Position June 30, 2018 and 2017 Primary Government Governmental Activities Business -type Activities Total 2018 2017 2018 2017 2018 2017 Assets: Current and other assets $ 298,905,875 $ 234,095,834 $ 1,182,749 $ 1,109,367 $ 300,088,624 $ 235,205,201 Capital assets, net 1,313,094,090 1,301,647,095 1,402,543 1,448,941 1,314,496,633 1,303,096,036 Total assets 1,611,999,965 1,535,742.929 2.585.292 2,558,308 1,614,585.257 1,538,301,237 Deferred Outflows Of Resources: 225,708,726* 252,872,831 225,708,726 252,872,831 Total Assets and Deferred Outflows of Resources 1,837,708,691 1.788,615,760 2,585,292 2,558,308 1,840,293,983 1,791,174,068 Liabilities: Long-term liabilities outstanding 1,621,452,640* 1,291,082,705 807,005 924,649 1,622,259,645 1,292,007,354 Other liabilities 58,373,270 48,825,301 64,257 86,844 58,437,527 48,912,145 Total liabilities 1,679,825,910 1,339,908,006 871,262 1,011,493 1,680,697,172 1,340,919,499 Deferred Inflows Of Resources: 17,863,765 14,250,500 17,863,765 14,250,500 Total Liabilities and Deferred Inflows Of Resources 1,697,689,675 1,354,158,506 871,262 1,011,493 1,698,560,937 1,355,169,999 Net position: Net investment in capital assets 840,099,433 835,787,961 595,538 524,292 840,694,971 836,312,253 Restricted 91,458,455 70,439,580 91,458,455 70,439,580 Unrestricted (791,538,872)* (471,770,287) 1,118,492 1,022,523 (790,420,380) (470,747,764) Total net position $ 140,019,016 $ 434,457,254 $ 1,714,030 $ 1,546,815 S141,733,046 S436,004,069 *See explanation on page 20. -18- Analysis of Net Position As noted earlier, net position may serve over time as a useful indicator of a government's financial position. In the case of the County, assets exceeded liabilities by $141.7 million at the close of the most recent fiscal year. By far the largest portion of the County's net position reflects its investment in capital assets (e.g., land, buildings, infrastructure, and equipment) less any related debt used to acquire those assets that is still outstanding. The County uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the County's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. An additional portion of the County's net position represents resources that are subject to external restrictions on how they may be used. At the end of the current fiscal year, the County is able to report positive balances in two of its three categories of net position, both for the government as a whole, as well as for its separate governmental activities. All three categories of net position are positive for its business -type activities. The County's net position decreased by $294.3 million from the prior year, which was an increase of $233.2 million (382%) from the decrease that was experienced last fiscal year. The main reasons for the large decrease in the current year over last year's decrease was due to a prior period adjustment of $274.0 million, which was the result of the County's implementation of GASB Statement 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. Under this new accounting standard the County's financials at the government - wide level now reflect their net liability, expense, deferred inflows and outflows relating to Other Postemployment benefits. The County's net capital assets increased by $1 1.4 million (1 percent) due to the large amount of capital improvement projects done by the County during the current fiscal year and infrastructure related assets that were contributed. See further discussion of the increase in capital assets on page 23. The County's long-term liabilities outstanding increased by $330.3 million (26 percent) due primarily to the issuance of $5.2 million State Revolving Fund (SRF) loans and $138.8 million in bonds, which were offset by $131.8 in retirements of bonds, Bond Anticipation Notes and SRF loans; a $3.7 million increase in the liability related to claims and judgments against the County; a $280.6 million increase in the County's liability relating to the pre -funding of its postemployment benefits other than pensions; and a $8.2 million decrease in the County's net pension liability. See further discussion of the increase in long-term debt outstanding on page 25. Condensed Statements of Activities For the Fiscal Years Ended June 30, 2018 and 2017 Revenues: Program revenues: Charges for services Operating grants and contributions Capital grants and contributions General revenues: Property taxes Other taxes Grants and contributions, unrestricted Investment earnings Other Total revenues Expenses: General government Public safety Highways and streets Health, education and welfare Culture and recreation Sanitation Interest on long-term debt Total expenses Increase (Decrease) in net position Net position at beginning of year Prior period adjustment Net position at beginning of year, as restated Net position at end of year Primary Government Governmental Activities Business -type Activities Total 2018 2017 2018 2017 2018 2017 $ 50,576,723 $ 49,289,344 $ 503,597 $ 469,082 $ 51,080,320 $ 49,758.426 57,600,066 52,897,945 224,921 132,435 57,600,066 53,030,380 31,530,719 14,784,692 - 31,530,719 14,784,692 304,294,883 29,285,662 19,678,289 1,841,356 2,339,248 268,869,322 24,662,766 19,810,090 661,184 7,092,071 304,294,883 29,285,662 19,678,289 5,561 1,243 1,846,917 2,339,248 268,869,322 24,662,766 19,810,090 662,427 7,092,071 497,146,946 438,067,414 734,079 602,760 497,881,025 438,670,174 75,740,262 245,139,168 54,728,332 35,597,718 35,834,512 55,025,011 15,493,678 72,836,020 229,507,091 51,368,841 40,299,077 35,213,973 56,605,864 13,385,794 566,864 573,854 75,740,262 245,139,168 54,728,332 36,164,582 35,834,512 55,025,011 15,493,678 72,836,020 229,507,091 51,368,841 40,872,931 35,213,973 56,605,864 13,385,794 517,558,681 499,216,660 566,864 573,854 518,125,545 499,790,514 (20,411,735) 434,457,254 (274,026,503) (61,149,246) 495,606,500 167,215 28,906 1,546,815 1,517,909 (20,244,520) 436,004,069 (274,026,503) (61,120,340) 497,124,409 160,430,751" 495,606,500 1,546,815 1,517,909 161,977,566 497,124,409 $ 140,019,016 $ 434,457,254 $ 1,714,030 $ 1,546,815 $ 141,733,046 $ 436,004,069 *Due to the implementation of GASB 75, a prior period adjustment to governmental activities of $274,026,503 is reflected in June 2018. The restated beginning balance for fiscal year 2018 is $160,430,751 for governmental activities. See Note I for details. Analysis of Changes in Net Position Governmental activities. Governmental activities, including the impact of the prior period restatement for GASB 75, decreased the County's net position by $294.4 million or basically all of the total decrease in net position of the County. The primary reasons for the $59.1 million (13.5 percent) increase in total revenues was due to property taxes increasing by approximately $35.4 million, which was due to increases in the value of net taxable real property, of which the most notable was a $521.5 million increase in the homeowners class that represented an 8 percent increase from the prior year, and then followed by a $494.9 million increase in the residential classes (6 percent increase). Capital grants and contributions also increased by approximately $16.7 million, which related to increases in highways and streets projects ($18.7 million). Total expenses increased by $18.3 million, which represented a 4 percent change from the prior year. There were the typical increases in salaries and wages and related employment benefit costs across all functions in the current fiscal year. - 20- The charts below illustrate the County's governmental expenses and revenues by function, and its revenues by source. As shown, public safety is the largest function in expense (47 percent), followed by general government (15 percent) and sanitation (11 percent). General revenues such as property and other taxes are not shown by program, but are effectively used to support program activities countywide. For governmental activities overall, without regard to programs, property taxes are the largest single source of funds (61 percent), followed by operating grants and contributions (12 percent) and charges for services (10 percent). Expenses and Program Revenues — Governmental Activities Year Ended June 30, 2018 $300,000,000 $250,000,000 $200,000,000 $150,000,000 $100,000,000 $50,000,000 $0 Expenses • Program revenues star interest Revenue by Source — Governmental Activities Year Ended June 30, 2018 6ge,gL9,61 Investment earnings, o!J!oads of $ p la �u6oad $1,841,356 Jou Pie Sio!lnq!aluoo slueao Other, $2,339,248 Charges for services, $50,576,723 Property taxes, $304,294,883 Operating grants and contributions, $57,600,066 Capital grants and contributions, $31,530,719 - 21- Business -type activities. Business -type activities increased the County's net position by $167,215 versus an increase of $28,906 in the prior year. Expenses for health, education and welfare account for all of the $566,864 of expenses which represents a 1 percent decrease from the prior year. Charges for services were $503,597 and investment earnings were $5,561, which were comparable to the prior year. Operating grants and contributions increased by $92,486 (70 percent) to $224,921 as a result of the County executing a new rent subsidy contract with the US Department of Housing and Urban Development. FINANCIAL ANALYSIS OF THE COUNTY'S FUNDS As noted earlier, the County uses fund accounting to ensure and demonstrate compliance with finance -related legal requirements. Governmental funds. The focus of the County's governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the County's financing requirements. In particular, unrestricted fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the County's governmental funds reported combined ending fund balances of $213.2 million, an increase of $51.7 million (32 percent) in comparison with prior year. Approximately 38 percent of this total amount ($81.4 million) constitutes unrestricted fund balance. The unrestricted portion of the fund balance is comprised of (1) $55.4 million in committed fund balance, (2) $22.9 million in assigned fund balance, and (3) $3.1 million in unassigned fund balance. The remainder of the fund balance is divided between $6.7 million in nonspendable fund balance for inventory and $125.1 million in restricted fund balance. Approximately 55 percent of the total restricted fund balance is due to restrictions relating to highways, streets and abandoned vehicles ($35.2 million) and debt service ($33.4 million). The general fund is the chief operating fund of the County. At the end of the current fiscal year, unrestricted fund balance of the general fund was $37.5 million, while total fund balance increased to $61.0 million. As a measure of the general fund's liquidity, it may be useful to compare both unrestricted fund balance and total fund balance to total fund expenditures. Unrestricted fund balance represents 12 percent of total general fund expenditures, while total fund balance represents 20 percent of that same amount. The fund balance of the County's general fund increased by $13.3 million during the current fiscal year as compared to a decrease of $6.1 million in the prior year. Key factors in this increase ($19.4 million) over last year's decrease are as follows: A positive increase of $35.2 million (13 percent) in real property tax revenues and $4.3 million (8 percent) in intergovernmental revenues. As explained previously, the increase in real property tax revenues is due to a slight increase in the value of net taxable real property as evidenced in the accompanying statistical tables. The positive impact of the increase in revenues was offset by increases of $15.0 million (5 percent) in expenditures and of $6.1 million in transfers out to other governmental funds. $5.3 million of the total increase in expenditures is due to increases in salaries and wages from the prior year and $9.5 million in associated employee benefits. The fund balance of the County's capital projects fund increased by $26.8 million (58 percent) during the current fiscal year. The decrease is primarily due to the fact that the $35.5 million of -22- expenditures for various construction projects were only partially offset by the issuance of $5.2 million in SRF loans and $47.3 million in new bonds. The debt service funds consist of the Bond Redemption Fund and the Interest Fund. These funds have combined total fund balances of $33.4 million, all of which is restricted for the payment of debt service. The net increase in the combined fund balances during the current year in the debt service funds was $6.6 million (25 percent). Proprietary funds. The County's proprietary funds provide the same type of information found in the government -wide financial statements, but in more detail. Unrestricted net position of the Kulaimano Elderly Housing Project (Kulaimano) at the end of the year amounted to $597,130, and $521,362 for the Ouli Ekahi Affordable Housing Project (Ouli Ekahi). The total net position for Kulaimano increased by $49,420 and the net position for Ouli Ekahi increased by $117,795. Other factors concerning the finances of these two funds have already been addressed in the discussion of the County's business -type activities. GENERAL FUND BUDGETARY HIGHLIGHTS Differences between the original budget and the final amended budget were primarily the result of a $9.5 million increase in appropriations, the most significant reasons were due to increases in the appropriations for public safety ($4.0 million) and capital outlays ($6.4 million). Differences between the final budget and the actual (budgetary basis) resulted in approximately $4.5 million less revenues than expected and $30.8 million less expenditures than appropriated. This is primarily due to the following factors: • The negative variance of $4.5 million in revenues is comprised mostly of $4.0 million from real property and public service company taxes. Public service company taxes was lower than budget by $2.7 million due to the decline in the cost of fuel that was passed on to the consumers. • $5.5 million of the unspent appropriations is related to salaries and wages and the various countywide expenditure accounts relating to salaries and wages. The variance is due primarily to unfilled vacancies and continued efforts by each department to control payroll costs during the budget year due to the tough economic conditions facing the County. The following functions are responsible for the majority of the variance: public safety ($2.5 million) and general government ($1.7 million). • $3.1 million is due to lower than anticipated payments needing to be made in retirement related payments. With each department increasing efforts to control costs, overtime was also closely monitored and the corresponding pension expenditures were not incurred. $2.4 million is due to the fact that the increase in health premiums for employees' was lower than originally anticipated. CAPITAL ASSET AND DEBT ADMINISTRATION Capital assets. The County's investment in capital assets for its governmental and business -type activities as of June 30, 2018 amounts to $1.3 billion (net of accumulated depreciation). This investment in capital assets includes land and improvements, buildings and improvements, equipment, easements, and infrastructure assets, which consists of primarily roads and bridges. The total increase in the County's investment in capital assets for the current fiscal year was 1 percent. - 23 - Major capital asset events during the current fiscal year included the following: • Construction continued on the Mass Transit agency baseyard and maintenance facility; construction in progress as of the end of the current fiscal year had reached $1 1.4 million with $1.6 million coining from the current fiscal year; project was transferred to Buildings. • Construction continued on the Haihai Fire Station; construction in progress as of the end of the current fiscal year had reached $10.6 million with $1.4 million coining from the current fiscal year; project was transferred to Buildings. • Construction continued on the Pana'ewa Drag Strip; construction in progress as of the end of the current fiscal year had reached $5.0 million; project was transferred to Buildings. • Construction continued on the Hawaii County Radio System Upgrade project; construction in progress as of the current fiscal year had reached $10.7 million with $1.4 million coining from the current fiscal year. • Construction continued on the Kukuihaele Park Improvements; construction in progress as of the current fiscal year had reached $5.4 million with $1.5 million coining from the current fiscal year; project was transferred to Buildings. • Construction continued on the Mauna Kea Recreation Area Improvements; construction in progress as of the current fiscal year had reached $10.5 million; project was transferred to Buildings. • Construction continued on the Kawailani Street Improvements ('lwalani to Pohakulani); construction in progress as of the end of the current fiscal year had reached $10.2 million with $7.0 million coming from the current fiscal year. • Construction continued on the Hakalau Stream Bridge North Abutment Foundation Repair; construction in progress as of the end of the current fiscal year had reached $1.7 million with $1.5 million coming from the current fiscal year. • Construction began on the Kealakehe Metal Salvage Facility Remediation and Closure project with current year expenditures reaching $2.2 million. Construction began on the Kealakehe Wastewater Treatment Plant R-1 Upgrade project; construction in progress as of the current fiscal year had reached $1.8 million. $15.9 million of dedicated roads were received by the County in the current fiscal year. Land and improvements Infrastructure assets Ground and site improvements Buildings and improvements Easements Equipment Construction work in progress Total Capital Assets (net of depreciation) June 30, 2018 and 2017 Primary Government Governmental Activities Business -type Activities Total 2018 2017 $ 256,390,951 $ 239,187,891 309,295,827 328,917,985 631,727,813 597,987,986 6.169,006 4,244,255 58,918,798 60,190,776 50,591,695 71,118,202 $1,313,094,090 $1,301,647,095 2018 2017 2018 2017 $ 753,877 $ 753,877 $ 257,144,828 $ 239,941,768 309,295,827 328,917,985 53,546 57,893 53,546 57,893 574,454 610,498 632,302,267 598,598,484 6,169,006 4,244,255 20,666 26,673 58,939,464 60,217,449 50,591,695 71,118,202 $ 1,402,543 $ 1,448,941 $1,314,496,633 $1,303,096,036 Additional information on the County's capital assets can be found in note 6 to the basic financial statements. Long-term debt. Long-term debt is primarily comprised of bonds of $407.4 million and State Revolving Fund loans of $35.6 million. At the end of the current fiscal year, the County had total bonded debt outstanding of $407.4 million. This entire amount was comprised of general obligation bonds which are backed by the full faith and credit of the County. The County's total bonded debt increased by $68.9 million (20 percent) during the current fiscal year due to the issuance of $138.8 million in bonds which were offset by the retirement of $69.9 of bonds. At the end of the fiscal year, the County held an "AA+" rating from Fitch and an "Aa2" rating from Moody's for general obligation debt. State statutes limit the amount of general obligation debt the County may issue up to 15 percent of the total assessed value of all county real property as established for tax purposes on the last tax assessment rolls. The current debt limitation for the County is $4.6 billion, which is in excess of the County's outstanding general obligation debt. Currently the County's outstanding debt represents 9 percent of our debt limitation. Additional information on the County's long-term debt can be found in note 10 to the basic financial statements. ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS AND RATES • The unemployment rate for the County for the current fiscal year is at approximately 3.0 percent, which is the same percentage as the end of the prior fiscal year, and a 1.0 percent decline from two years ago and an even larger decline from the high of 11.0 percent in 2011. • The number of domestic and international visitors to the County for the current fiscal year was approximately 1.83 million, with an approximately II percent increase from the previous year's count of 1.65 million. These factors were considered in preparing the County's budget for the 2019 fiscal year. At the end of the current fiscal year, unrestricted fund balance in the general fund was $37.5 million. The County has appropriated $15.3 million of this amount for spending in the 2019 fiscal year budget and the majority is included in the assigned portion of the fund balance. REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the County's finances for all those with an interest in the governments finances. Questions concerning any of the information provided in this report or requests for additional information should be addressed to the Director of Finance, County of Hawaii, 25 Aupuni Street, Suite 2103, Hilo, Hawai'i 96720. BASIC FINANCIAL STATEMENTS COUNTY OF HAWAII Statement of Net Position June 30, 2018 Assets Current assets: Cash and cash equivalents (notes 3 and 14) Restricted cash and cash equivalents (note 3) Investments (note 3) Restricted investments (note 3) Receivables, net (note 4) Receivable from improvement district (notes 4 and 10) Internal balances (note 5) Inventories Prepaid expenses Other Total current assets Investments (note 3) Restricted investments (note 3) Restricted cash and cash equivalents (note 3 and 14) Receivable from improvement district, excluding current portion (notes 4 and 10) Capital assets (notes 6, 8 and 14): Utility plant in service, net Infrastructure assets, net Ground and site improvements, net Buildings and improvements, net Equipment, net Easements, net Preliminary survey and investigation charges Land and improvements Construction work ill progress Total capital assets, net Total noncurrent assets Total assets Deferred Outflows of Resources Deferred loss on refunding Deferred outflow related to pensions and other post employment benefits (notes 13 and 14) Total deferred outflows of resources Total Assets and Deferred Outflows of Resources Primary Government Governmental Business -type Activities Activities Total Component Unit $ 86,709,229 $ 1,063,423 $ 87,772,652 $ 28,285,759 62,223,556 42,197 62,265,753 6,404,796 6,404,796 5,000,000 38,500,000 38,500,000 66,725,468 5,302 66,730,770 8,018,309 103,379 2,700 6,714,871 160,017 1,778,188 (2,700) 1,868 103,379 6,714,871 161,885 1,778,188 1,498,341 78,692 269,322,204 1,110,090 270,432,294 42,881,101 11,194,244 16,394,560 1,994,867 309,295,827 631,727,813 58,918,798 6,169,006 256,390,951 50,591,695 1 313 094 090 1 342 677 761 1.611.999.965 11,194,244 20,000,000 16,394,560 72,659 72,659 888,225 53,546 574,454 20,666 1,994,867 309,295,827 53,546 632,302,267 58,939,464 6,169,006 753,877 257,144,828 50,591,695 1.314.496.633 1,402,543 1,475,202 1.344.152.963 2,585,292 1.614.585.257 256,128,991 5,840,355 5,194,398 35,899,247 303,062,991 323,951,216 366,832,317 6,792,484 218,916,242 225,708,726 1.837.708.691 -28- 6,792,484 218,916,242 10,143,200 225,708,726 10,143,200 2,585,292 1.840.293.983 376,975,517 (Continued) COUNTY OF HAWAII Statement of Net Position June 30, 2018 (Concluded) Primary Government Governmental Business -type Component Activities Activities Total Unit Liabilities Current liabilities: Accounts payable and accrued liabilities $ 21,989,589 $ 52,837 $ 22,042,426 $ 3.224,460 Accrued payroll 11,076,958 11,076,958 1,458,734 Advance collections - intergovernmental 4.424,115 1,417 4,425,532 Interest due on long-term debt 6,448,707 10,003 6,458,710 652,468 Bonds and loans payable, current portion net (notes 10 and 14) 32,638,132 91,895 32,730.027 5,140.705 Compensated absences, current portion (note I0) 10,153,091 10,153,091 557,915 Claims and judgments, current portion (notes 10, 12 and 14) 3,561,859 3,561,859 153,011 Capital leases, current portion (notes 8 and 10) 2,463,618 2,463,618 Landfill costs payable, current portion (notes 9 and 10) 432,012 432,012 Customers' deposits 185,800 Other 19,733,901 19,733,901 Total current liabilities 112,921,982 156,152 113,078,134 11,373,093 Noncurrent liabilities: Bonds and loans payable, net (notes 10 and 14) 474,752,825 715,110 475,467,935 69,382,818 Compensated absences (note 10) 30,983,888 30,983,888 1,132,737 Claims and judgments (notes 10, 12 and 14) 14,573,550 14,573,550 530,989 Capital leases (notes 8 and 10) 5,648,959 5,648,959 Landfill costs payable (notes 9 and 10) 29,574,988 29,574,988 Unearned revenue, noncurrent 1,583,953 Customers' deposits 17,388,172 Net pension liability (notes 13 and 14) 610,992,171 610,992,171 28,365,453 Net OPEB liability (notes 13 and 14) 391,454,300 391,454,300 17,265,728 Other 8,923,247 8,923,247 Total noncurrent liabilities 1.566.903.928 715,110 1.567,619.038 135,649,850 Total liabilities 1.679.825.910 871,262 1.680.697.172 147.022,943 Deferred Inflows of Resources Deferred inflows related to pensions and other post employment benefits (notes 13 and 14) 14,532,816 14,532,816 2,070,443 Deferred inflows - other 3,330,949 3,330,949 90,868 Total Deterred Inflows of Resources 17.863,765 17,863,765 2,161,311 Total Liabilities and Deferred Inflows of Resources 1.697.689.675 871,262 1.698.560.937 149,184,254 Net Position Net investment in capital assets 840,099,433 595,538 840,694,971 229,427,693 Restricted for: Capital projects 28,425.316 28,425,316 Debt service (note 10) 33,396,481 33,396,481 Highways, streets and abandoned vehicles 11,614,647 11,614,647 Public access open space 16,331,445 16,331,445 Other 1,690,566 - 1,690,566 Unrestricted (791,538,872) 1,118,492 (790.420.380) (1,636,430) Total net position $ 140,019,016 $ 1,714,030 $ 141,733,046 $227,791,263 See accompanying notes to the basic financial statements. -29- COUNTY OF HAWAII Statement of Activities For the Fiscal Year Ended June 30, 2018 Functions/Programs Expenses Program Revenues Charges for Services Operating Grants and Contributions Capital Grants and Contributions Primary government: Governmental activities: General government Public safety Highways and streets Health, education and welfare Culture and recreation Sanitation Interest on long-term debt Total governmental activities Business -type activities: Health, education and welfare Total primary government Component unit: Water (note 14) $ 75,740,262 245,139,168 54,728,332 35,597,718 35,834,512 55,025,011 15,493,678 $ 2,334,119 6,114,204 17.295,316 923,654 1,999,177 21,910,253 $ 1,737,845 $ 4,227,452 27,772,575 303,928 3,812,932 24,531,210 23,977,299 71,813 2,468,129 227,602 517,558,681 50,576,723 57,600,066 31,530,719 566,864 503,597 224,921 $ 518.125.545 $ 51,080,320 $ 57,824,987 31,530,719 59,844,010 $ 45,705,966 $ $ 8,122,713 General revenues: Taxes: Property taxes, levied for general purposes Public service company taxes Public utility franchise taxes Fuel taxes Grants and contributions not restricted to specific programs Investment earnings Other Total general revenues Change in net position Net position, beginning of year, as previously stated Prior period adjustment Net position, beginning of year, as restated Net position, end of year Sec accompanying notes to the basic financial statements. Net (Expense) Revenue and Changes in Net Position Primary Government Governmental Business -type Activities Activities $ (67,440,846) $ (210,948,461) (9,088,874) (10,696,765) (31,295,393) (32,887.156) (15,493,678) Total Component Unit $ (67,440,846) $ (210,948,461) (9,088,874) (10,696,765) (31,295,393) (32.887,156) (15.493,678) (377,851,173) (377,851,173) 161,654 161,654 (377,851,173) 161,654 .(377,689,519.1 (6,015.331) 304,294,883 7,611,856 8,331,390 13,342,416 19,678,289 1,841,356 2,339,248 5,561 304,294,883 7,611,856 8,331,390 13,342,416 19,678,289 1,846,917 2,339,248 611,109 357,439,438 5,561 357,444,999 611,109 (20,411,735) 167,215 (20,244,520) (5,404,222) 434,457,254 1,546,815 436,004,069 248,898,228 (274,026,503) (274,026,503) (15,702,743) 160,430,751 1,546,815 161,977,566 233,195,485 140,019.016 $ 1.714,030 $141,733,046 $ 227,791,263 31 COUNTY OF HAWAII Governmental Funds Balance Sheet June 30, 2018 Bond Other Total Capital Redemption Governmental Governmental General Projects Fund Funds Funds Assets Cash and cash equivalents (note 3) $ 40,721,256 $ 54,940,124 $ 120,158 $ 53,151,247 $148,932,785 Investments (note 3) 17,539,075 27,394,561 27,500,000 59,964 72,493,600 Receivables, net (note 4) 25,412,958 2,943,320 28,356,278 Due from other governmental funds (note 5) 2,088,197 694,290 3,204,372 725,322 6,712,181 Due from other nongovernmental funds (note 5) 2,700 2,700 Receivables from other governments (note 4) 26,668,385 7,954,660 3,746,145 38,369,190 Inventories 6,714,871 6,714,871 Other 877,894 790,666 269,645 1,938,205 Total assets 0 # $ 30,824,530 60.898.34343 Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable $ 5,895,620 $ 10,776,333 $ $ 5,317,636 $ 21,989,589 Accrued payroll 9,667,517 1,409,441 11,076,958 Due to other governmental funds (note 5) 658,032 3,606,420 2,447,729 6,712,181 Advance collections -intergovernmental 470,069 3,773,627 180,419 4,424,115 Other 13,547,368 327,483 185,000 374,050 14,433,901 Total liabilities 30,238.606 18.483,863 185.000 9.729.275 58.636.744 Deferred Inflows of Resources: Unavailable revenue (note 7) 28.743 906 2,968.375 31,712,281 Fund balances: Nonspendable: Inventory 6,714,871 6,714,871 Restricted for: Debt service (note 10) - 30,639,530 2,756,951 33,396,481 Highways, streets and abandoned vehicles 23,558,687 11,614,647 35,173,334 Public access open space 16,331,445 16,331,445 Other 469,264 38,484,776 1,221,302 40,175,342 Committed to: Budget stabilization 6,535,007 6,535,007 Disaster and emergencies 6,039,632 6,039,632 Lower Puna area 4,272,183 4,272,183 Rental assistance and subsidy 1,135,446 1,135,446 Sanitation 17,113,714 17,113,714 Self insurance 1,314,948 - 1,314,948 Highways, streets and abandoned vehicles 1,091,766 9,891,854 10,983,620 Parks and recreational projects 1,922,760 88,542 2,011,302 Zoning change impact mitigation (fair share) 3,992,164 - 3,992,164 Other 643,919 1,200,966 141,909 1,986,794 Assigned to: Subsequent year's budget 15,330,000 - 15,330,000 Other 4,546,560 3,039,319 7,585,879 Unassigned 3,114,478 - (35,855) 3,078,623 Total fund balances 61.040,124 73.290,438 30,639,530 48,200.693 213,170.785 Total liabilities, deferred inflows, and fund balances $ 120,02,636 0 0 ll` $303,51 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Reconciliation of the Governmental Funds Balance Sheet to the Statement of Net Position June 30, 2018 Total fund balances - governmental funds $ 213,170,785 Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. These assets consist of: Land and improvements 256,390,951 Infrastructure assets, net 309,295,827 Buildings and improvements, net 631,727,813 Equipment, net 58,918,798 Easements, net 6,169,006 Construction work in progress 50.591.695 Total capital assets, net 1,313,094,090 Deferred amounts on refunding and pension are reported as deferred outflows of resources in the government -wide financial statements but are not are not reported in the governmental fund statements 225,708,726 Some of the County's revenues will be collected after year-end but are not available soon enough to pay for the current period's expenditures and therefore are deferred (unearned) in the funds. (note 7) 28,381,332 Some liabilities are not due and payable in the current period and therefore are not reported in the funds. Those liabilities consist of: Bonds and loans payable, net of receivable from improvement district Interest due on long-term debt Capital leases Compensated absences Claims and judgments Landfill costs payable Pollution remediation Other Postemployment Benefit Obligation (OPEB) Net pension obligation Total long-term liabilities (505,292,711) (6,448,707) (8,112,577) (41,136,979) (18,135,409) (30,007,000) (13,144,259) (391,454,300) (610,992,1711 (1,624,724,113) Unamortized gain on refunding (1,078,988) Deferred amounts related to pension are reported as deferred inflows of resources in the government -wide financial statements but are not are not reported in the governmental fund statements (14,532,816) Net position of governmental activities $ 140,019,016 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2018 Revenues Property taxes Public service company taxes Fuel taxes Public utility franchise taxes Licenses and permits Intergovernmental Charges for services Investment earnings Other Total revenues Expenditures Current: General government Public safety Highways and streets Health, education and welfare Culture and recreation Sanitation Pension and retirement contributions (note 13) Employees' health insurance Other postemployment benefits Other Debt service: Principal Interest Capital outlay Total expenditures Excess (deficiency) of revenues over (under) expenditures General $ 301,699,073 $ 7,611,856 9,092,824 57,588,179 3,994,394 1,948,643 2,324,765 384,259,734 41,159,034 129,035,320 3,633,816 9,004,192 20,181,802 1,117,456 43,571,004 31,325,437 14,831,000 2,541,841 1,463,487 79,762 6,438,193 304,382,344 Capital Projects 9,069,719 (360,015) 741,212 9,450,916 Bond Redemption Fund Other Total Governmental Governmental Funds Funds 59,800,000 24,843,933 35,485,554 95,285,554 24,843,933 13,342,416 8,331,390 14,973,014 23,366,837 19,559,157 2,977 1,765,833 81,341,624 411,351 8,682,804 17,766,817 20,872,175 1,142,159 38,234,826 5,922,960 2,476,692 2,080,379 798,763 17,659,128 116.048.054 $ 301,699,073 7,611,856 13,342,416 8,331,390 24,065,838 90,024,735 23,553,551 1,591,605 4,831,810 475,052,274 41,570,385 137,718,124 21,400,633 29,876,367 21,323,961 39,352,282 49,493,964 33,802,129 14,831,000 4,622,220 86,906,183 17,738,890 41,923,747 540,559,885 79,877,390 (85,834,638) (24,843,933) (34,706,430) (65,507.611) (Continued) COUNTY OF HAWAII Governmental Funds Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2018 Other Financing Sources (Uses) Sale of assets Increase in capital leases (notes 8 and 10) State Revolving Fund loans (note 10) Issuance of bonds (note 10) Premium on bonds (note 10) Refunding bonds (note 10) Payment to refunded bond escrow agent (note 10) Bond issuance costs Transfers in (note 5) Transfers out (note 5) Total other financing sources (uses) Net change in fund balances Fund balances at beginning of year Increase in reserve for inventories Fund balances at end of year General Capital Projects Bond Redemption Fund Other Governmental Funds (Concluded) Total Governmental Funds 22,609 $ $ $ - $ 22,609 1,207,210 - 2,602,039 3,809,249 5,998,387 48,783,779 (54,536,62] ) (245,545) 5,153,664 107,1 15,889 5,153,664 107,115,889 5,998,387 48,783,779 (54,536,621) (30,812) (276,357) 3,579,433 31,277,760 40,853,366 75,710,559 (68,967,481) (3,204,372) - (3,538,706) (75,710,559) (67,737,662) 112,613,802 31,277,760 39,916,699 116,070,599 12,139,728 26,779,164 6,433,827 5,210,269 50,562,988 47,746,958 46,511,274 24,205,703 42,990,424 161,454,359 1,153,438 - 1,153,438 1 61,040,124 i 73,290,438 $ 30,639,530 S48_200_693 i 213,170,785 See accompanying notes to the basic financial statements. - 35 - COUNTY OF HAWAII Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended June 30, 2018 Net change in fund balances - total governmental funds S 50,562,988 Amounts reported for governmental activities in the statement of activities are different because: Capital outlays are reported as expenditures in governmental funds. However, in the statement of activities, the cost of capital assets is allocated over their estimated useful lives as depreciation expense. In the current period, these amounts are: Capital outlay Dedicated and contributed property Depreciation expense and loss on disposals Excess of capital outlay over depreciation expense Borrowings provide current financial resources to governmental funds; however, issuing debt increases long-term liabilities in the statement of net position. In the current period, assets financed through: General obligation bonds, net of refunding Premium on bond issuance Gain on issuance of debt refunding Deferred amount on refunding of bonds State Revolving Fund loans Capital leases Total debt proceeds Repayment of long-term debt is reported as an expenditure in governmental funds, but the repayment reduces long-term liabilities in the statement of net position. In the current year, these amounts consist of: Bond principal retirement Bond anticipation notes State Revolving Fund loan repayments/forgiveness Capital lease payments Total long-term debt repayment Because some revenues will not be collected for several months after the County's fiscal year end, they are not considered "available" revenues and are "deferred" in the governmental funds. Unearned revenues increased by this amount this year. 40,102,867 19,118,455 (47,774,327) (83,967,691) (23,548,501) (1,130,368) 850,901 (5,153,664) (3.809.249) 22,712,859 59,800,000 2,131,072 2.262.252 11,446,995 (116,758,572) 86,906,183 2,826,227 (Continued) COUNTY OF HAWAII Reconciliation of the Change in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended June 30, 2018 Some items reported in the statement of activities do not involve current financial resources and therefore are not reported as expenditures in governmental funds. These activities are: Increase in inventories Increase in compensated absences Increase in claims and judgments Increase in landfill closure/postclosure care costs Decrease in pollution remediation costs Amortization of premium from bond issuance Amortization of deferred loss on refunding Amortization of gain on refunding Net increase in accrued interest Net increase to expenses related to Other Postemployment Benefit Obligation Net increase to expenses related to pension and salaries and wages Net additional expenses 1,153,438 (1,651,077) (3,699,716) (484,000) 2,398,380 4,541,980 (1,503,269) 51,380 (844,879) (4,491,561) (50,866,232) (Concluded) (55395,556) Change in net position of governmental activities L (20.411.735) See accompanying notes to the basic financial statements. COUNTY OF HAWAII General Fund Statemenbf Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Revenues: Taxes and assessments: Property taxes Public service company taxes Total taxes and assessments Licenses and permits: Nonbusiness licenses and permits Business licenses Street use Total licenses and permits Intergovernmental: Federal: Programs for the aged Community development block grants Law enforcement Other Total federal Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 302,909,761 $ 302,932,261 $ 301,699,073 $ (1,233,188) 10,340,000 10,340,000 7,611,856 (2,728,144) 313,249,761 313,272,261 309,310,929 (3,961,332) 3,762,795 3,762,795 3,873,376 110,581 2,138,898 2,138,898 2,036,903 (101,995) 3,035,000 3,035,000 3,182,545 147,545 8,936,693 8,936,693 9,092,824 156,131 2,311,681 3,380,300 2,731,636 2,336,681 2,452,417 3,752,330 7,114,493 1,574,612 2,452,417 1,437,952 8,689,814 (762,069) (2,314,378) 1,575,321 8,423,617 15,655,921 14,154,795 (1,501,126) State: State General Fund - Act 185, SLH 1990 17,298,000 17,298,000 19,158,000 Emergency medical services 16,536,274 17,099,710 17,099,710 Other 5,879,039 6,708,893 7,715,363 Total State Total intergovernmental revenue Charges for services: General government Culture and recreation Highways and streets Public safety Total charges for services Fines and forfeitures Rents 1,860,000 1,006,470 39,713,313 41,106,603 43,973,073 2,866.470 48,136,930 56,762,524 58,127,868 1,365,344 4,972,229 1,749,400 1,263,000 111,368 4,972,229 1,749,400 1,263,000 111,368 4,287,124 1,346,267 1,117,241 129,259 (685,105) (403,133) (145,759) 17,891 8,095,997 8,095,997 6,879,891 (1,216,106) 1,804,500 2,329,500 1,183,991 (1,145,509) 207,500 207,500 219,042 11,542 (Continued) Revenues (continued): Interest and penalties Miscellaneous Total revenues COUNTY OF HAWAII General Fund Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) 608,000 $ 608,000 1,556,446 948,446 5,081,433 5,248,425 4,624,642 (623,783) 386,120,814 395,460,900 390,995,633 (4,465,267) Expenditures: Current: General government: Finance 12,214,259 12,757,823 11,165,113 1,592,710 General government building 5,433,935 5,772,435 5,395,195 377,240 Legislative 4,159,151 3,490,101 3,302,628 187,473 Automotive equipment 4,783,107 4,426,607 4,266,883 159,724 Law 2,782,278 2,793,008 2,596,848 196,160 Research and development 2,870,836 3,111,222 3,020,655 90,567 Planning and zoning 4,027,964 4,121,349 3,926,726 194,623 Mayors office 1,518,450 1,622,522 P 129,546 Engineering 1,694,288 1,686,288 1,285,261 401,027 Information technology 2,860,838 2,861,838 2,828,603 33,235 Human resources 2,033,455 2,033,455 1,897,185 136,270 Public works administration 1,937,793 1,946,793 1,925,644 21,149 Elections 1,038,211 1,038,211 654,169 384,042 Legislative auditor 758,502 758,502 604,104 154,398 Total general government 48,113,067 48,420,154 44,361,990 4,058,164 Public safety: Police department Fire department Prosecuting attorney Protective inspection Liquor control Flood control Civil defense agency Animal control Total public safety Highways and streets: Mass transit 65,529,060 47,185,584 9,146,416 3,381,482 2,135,398 330,000 1,849,784 2,081,625 67,278,690 48,740,661 9,635,813 3,398,482 2,224,891 330,000 1,977,182 2,081,625 64,784,785 47,756,099 7,648,031 3,102,525 2,011,333 330,000 1,376,595 2,081,625 2,493,905 984,562 1,987,782 295,957 213,558 600,587 131,639,349 135,667,344 129,090,993 6,576,351 6,831,908 7,259,725 4,728,377 2,531,348 - 39 - (Continued) COUNTY OF HAWAII General Fund Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Expenditures (continued): Current (continued): Health, education and welfare: Elderly activities 3,878,835 $ 3,916,985 $ 3,550,999 365,986 Office of aging 3,664,719 3,672,719 2,982,161 690,558 Education 58,500 58,500 38,703 19,797 Social programs 1,500,003 1,500,003 1,483,250 16,753 Cemeteries 406,599 463,799 437,967 25,832 Physical examination 133,826 133,826 133,825 1 Total health, education and welfare 9,642,482 9,745,832 8,626,905 1,118,927 Culture and recreation: Community music 273,689 273,689 219,162 54,527 Organized recreation: Maintenance 10,121,925 10,019,150 9,408,238 610,912 Recreation 3,123,959 3,160,931 2,909,516 251,415 Aquatics 2,504,747 2,506,647 2,101,057 405,590 Hoolulu park complex 1,009,264 1,009,264 975,278 33,986 Administration 1,946,916 2,087,020 1,939,331 147,689 Children's zoo 799,760 823,960 807,660 16,300 Summer/Intersession 506,348 512,348 374,773 137,575 Culture and arts 317,173 324,384 258,555 65,829 Elderly activities administration 672,445 708,837 657,316 51,521 Total culture and recreation Sanitation: Environmental management 21,276,226 21,426,230 19,650,886 1,775,344 1,101,770 1,141,770 1,115,149 26,621 Pension and retirement contributions 45,988,658 45,988,658 41,772,542 4,216,1 16 Employees' health insurance 33,700,859 33,700,859 31,307,205 2,393,654 Other postemployment benefits 14,867,200 14,867,200 14,845,491 21,709 Other 12,287,500 10,145,661 2,396,649 7,749,012 Total current 325,449,019 328,363,433 297,896,187 30,467,246 (Continued) COUNTY OF HAWAII General Fund Statement of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 (Concluded) Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Expenditures (continued): Capital Outlay: Community Development Block grants (HUD) 100,000 $ 2,652,417 $ 2,652,417 $ HOME Program 50,000 2,475,000 2,104,668 370,332 Other 1,425,000 1,425,000 Total capital outlay 150,000 6,552,417 6,182,085 370,332 Total expenditures 325,599,019 334,915,850 304,078,272 30,837,578 Excess of revenues over expenditures 60,521,795 60,545,050 86,917,361 26,372,311 Other financing sources (uses): Transfers out: Housing Fund Solid Waste Fund Sewer Fund Golf Course Fund Capital Project Fund Highway Fund Disaster/Emergency Fund Public Access, Open Space, and Natural Resources Preservation Fund Public Access, Open Space, and Natural Resources Preservation Maintenance Fund Budget Stabilization Fund Debt Service Fund Total transfers out Total other financing uses Excess (deficiency) of revenues and other sources over (under) expenditures and other uses Fund balance at beginning of year Fund balance at end of year See accompanying notes to the basic financial statements. (2,143,350) (19,483,277) (2,268,837) (542,954) (250,000) (6,054,195) (756,774) (250,000) (49,129,513) (2,094,578) (19,483,277) (2,268,837) (542,954) (40,727) (8,800) (250,000) (6,074,195) (759,274) (250,000) (49,129,513) (1,173,675) (19,483,277) (2,268,837) (542,954) (40,727) (8,800) (250,000) 920,903 (6,033,981) 40,214 (754,248) (250,000) (49,129,513) 5,026 (80,878,900) (80,878,900) (80,902,155) (80,902,155) (79,936,012) (79,936,012) 966,143 966,143 (20,357,105) (20,357,105) 6,981,349 27,338,454 47,746,958 47,746,958 47,746,958 $ 27,389,853 $ 27,389,853 $ 54,728,307 $27,338,454 -41 - COUNTY OF HAWAII Proprietary Funds Statement of Net Position June 30, 2018 Business -type Activities - Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total Assets Current assets: Cash and cash equivalents (note 3) $ 613,594 $ 449,679 Restricted cash and cash equivalents (note 3) 12,704 29,493 I mprest fund (note 3) 50 100 Receivables, net (note 4) 264 5,038 Prepaid expenses 1,868 Total current assets Noncurrent assets: Restricted cash and cash equivalents (note 3) Capital assets (note 6): Land and site improvements Buildings and equipment Less accumulated depreciation Total capital assets Total noncurrent assets Total assets $ 1,063,273 42,197 150 5,302 1,868 628,480 484,310 1,112,790 511,000 1,241,542 (1,261,972) 490,570 490,570 72,659 72,659 515,727 488,522 (92,276) 911,973 984,632 1,026,727 1,730,064 (1,354,248) 1,402,543 1,475,202 1,1 19,050 1,468,942 2,587,992 Liabilities Current liabilities: Accounts payable 5,644 6,439 12,083 Internal Balances (note 5) 2,700 2,700 Security deposits payable from restricted assets 12,704 28,050 40,754 Deferred revenue 299 1,118 1,417 Interest payable 10,003 - 10,003 Notes payable, current portion (note 10) 62,622 29,273 91,895 Total current liabilities 93,972 64,880 158,852 Noncurrent liabilities: Notes payable (note 10) 529,874 185,236 715,110 Total liabilities 623,846 250,116 873,962 Net Position Net investment in capital assets (101,926) 697,464 595,538 Unrestricted 597,130 521,362 1,118,492 Total net position $ 495,204 $ 1.218.826 1.714.030 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Proprietary Funds Statement of Revenues, Expenses, and Changes in Fund Net Position For the Fiscal Year Ended June 30, 2018 Business -type Activities - Enterprise Funds Kulaimano Ouli Ekahi Elderly Affordable Housing Housing Project Project Total Operating revenues: Rental receipts from tenants 129,046 $ 331,839 $ 460,885 Rental subsidy from federal government - HUD 224,921 224,921 Laundry receipts 2,734 - 2,734 Other 621 39,357 39,978 Total operating revenues 357,322 371,196 728,518 Operating expenses: Utltes 36,620 General and administration 161,385 Maintenance and repairs 48,382 Depreciation (note 6) 34,850 45,865 76,825 114,361 16,371 82,485 238,210 162,743 51,221 Total operating expenses 281,237 253,422 534,659 Operating income 76,085 117,774 193,859 Nonoperating revenues (expenses): Investment income Interest expense (Loss) on disposal 'of assets Total nonoperating revenues (expenses) Change in net position Net position, beginning of year Net position, end of year See accompanying notes to the basic financial statements. -43- 5,540 (31,875) (330) 21 5,561 (31,875) (330) (26,665) 21 (26,644) 49,420 445,784 117,795 167,215 1,101,031 1,546,815 495,204 1,218,826 1.714.030 COUNTY OF HAWAII Proprietary Funds Statement of Cash Flows For the Fiscal Year Ended June 30, 2018 Business -type Activities - Enterprise Funds Kulaimano OulEkahi Elderly Affordable Housing Housing Project Project Total Cash Flows from Operating Activities Receipts from tenants $ 133,609 $ 370,917 $ 504,526 Receipts from federal government - HUD 224,921 224,921 Payments to suppliers for goods and services (245,368) (260,332) (505,700) Net cash provided by operating activities 113,162 110,585 223,747 Cash Flows from Capital and Related Financing Activities Principal paid on notes payable (59,251) (58,393) (117,644) Interest paid on notes payable (32,999) (32,999) Purchase of capital assets (3,760) (1,393) (5,153) Net cash used in capital and related financing activities (96,010) (59,786) (155,796) Cash Flows from Investing Activities Proceeds from maturities of investments 1,400,000 1,400,000 Purchase of investments (1,200,000) (1,200,000) Interest on investments 5,402 21 5,423 Net cash provided by investing activities 205,402 21 205,423 Net increase (decrease) in cash and cash equivalents 222,554 50,820 273,374 Cash and cash equivalents at beginning of year (including restricted cash and cash equivalents) 403,794 501,1 I I 904,905 Cash and cash equivalents at end of year (including restricted cash and cash equivalents) 626,348 $ 551,931 $ 1,178,279 Reconciliation of Operating Income to Net Cash Provided by Operating Activities Operating income $ 76,085 $ 117,774 $ 193,859 Adjustments to reconcile operating income to net cash provided by operating activities: Depreciation expense 34,850 16,371 51,221 Change in assets and liabilities: Receivables, net (4) (1,138) (1,142) Prepaid expenses (77) (77) Accounts and other payables 2,410 (23,281) (20,871) Deferred revenue (102) 859 757 Net cash provided by operating activities $ 113,162 $ 110,585 223,747 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Fiduciary Funds Statement of Fiduciary Net Position June 30, 2018 Assets Cash and cash equivalents (note 3) Investments (note 3) Receivables: Due from other agency funds Other receivables Total receivables Total assets Liabilities Accounts payable Due to other agency funds Accrued liabilities Advances payable Assets held for the benefit of improvement districts Total liabilities Net Position Held in trust for other parties Total net position See accompanying notes to the basic financial statements. - 45 - Private - Purpose Agency Trusts Funds $ 1,706,380 $ 4,637,561 3,132, 501 412,998 7,270 2,294 27,009 2,294 34,279 4,841,175 5 084 838 25,303 7,270 3,483,070 333,876 1,260,622 25,303 5,084,838 4,815,872 $ 4.815.872 COUNTY OF HAWAII Fiduciary Funds Statement of Changes in Fiduciary Net Position For the Fiscal Year Ended June 30, 2018 Private - Purpose Trusts Additions Contributions: Puna Geothermal Venture 50,000 Investment earnings: Net increase in fair value of investments 25,456 Dividends and interest 60,933 Total additions 136,389 Deductions Claims Consultant 25,303 Grant payments 60,092 Investment Fees 13,458 Total deductions 98,853 Change in net position 37,536 Net position, beginning of year 4,778,336 Net position, end of year $ 4,815,872 See accompanying notes to the basic financial statements. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The accounting policies of the County of Hawaii (the County) conform to U,S. generally accepted accounting principles (GAAP) as applicable to local governmental units, The following notes to the basic financial statements are an integral part of the County's Comprehensive Annual Financial Report (CA FR), 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES The Financial Reporting Entity The County has implemented Governmental Accounting Standards Board Statement No. 14, The Financial Reporting Entity (GASB Statement No, 14), Statement No, 39, Determining Whether Certain Organizations Are Component Units (GASB Statement No, 39) and Statement No. 61, The Financial Reporting Entity: Omnibus an amendment of GASB Statements No: 14 and 34 (GASB Statement No. 61), All organizations, activities or functions that meet the criteria in GASB Statement No. 14, No, 39 and No. 61 for inclusion in the reporting entity are included in the County's basic financial statements, Primary Government The County operates under the Mayor -Council form of government under a charter that became effective on January 2, 1969, and was amended in 1979, 1982, 1990 and 2000, The County's operations are organized by the following functions: general government; public safety; highways and streets; sanitation; health, education and welfare; culture and recreation; pension and retirement contributions; health fund; miscellaneous; capital outlay; and debt service. The State of Hawaii (the State) assumes full responsibility for several major functions usually performed by local governments, including education, welfare, health and judicial functions, There are no separate city, county or township governments nor any school districts, special districts, authorities or public corporations with overlapping authority, GASB Statement No. 14, as amended, defines component units as legally separate organizations for which the elected officials of the primary government are financially accountable or for which the primary government may determine, through exercise of management's professional judgment, that the inclusion of an organization that does not meet the financial accountability criteria is necessary in order to prevent the reporting entity's financial statements from being misleading, "Financial accountability" is the level of accountability that exists if a primary government appoints a voting majority of an organization's governing board or if the organization is fiscally dependent on the primary government and is either able to impose its will on that organization or there is a potential for the organization to provide specific financial benefits to, or impose specific financial burdens on, the primary government, A primary government has the ability to impose its will on an organization if it can significantly influence the programs, projects, activities or level of services performed or provided by the organization, An organization has a financial benefit or burden relationship with the primary government if any one of three conditions exist: (I) The primary government is legally entitled to or can otherwise access the organization's resources; (2) The primary government is legally obligated or has otherwise assumed the obligation to -47- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 finance the deficits of, or provide financial support to, the organization; or (3) The primary government is obligated in some manner for the debt of the organization. As required by GAAP as set forth in GASB Statement No, 14, No. 39 and No. 61, these basic financial statements present the County of Hawaii (the primary government) and its component unit, the Department of Water Supply (the Department). This component unit is included in the County's reporting entity because of its financial relationship with the County. Discretely Presented Component Unit The component unit column in the basic financial statements includes the financial data of the Department, a legally independent agency of the County that is accounted for as an enterprise fund, It is reported in a separate column to emphasize that it is legally separate from the County, The members of the Water Board, the governing body of the Department, are appointed by the Mayor of the County and confirmed by the County Council, The Department is granted corporate powers by state statute and the County Charter. Although the County does not have the authority to approve or modify the Department's operational and capital budgets, the County has issued bonds on the Department's behalf that are general obligations of the County. Because the County is obligated to repay these bonds in the event of default by the Department, the County is financially accountable for the debts of the Department. See Note 14 for component unit disclosures for the Department. Complete financial statements of the Department can be obtained from the Department of Water Supply, 345 Kekuanao' a Street, Suite 20, Hilo, Hawaii 96720. Basic Financial Statements The basic financial statements include both government -wide (based on the County as a whole) and fund financial statements. Both the government -wide and fund financial statements (within the basic financial statements) categorize primary activities as either governmental or business -type. In the government -wide statement of net position, both the governmental and business -type activities columns (a) are presented on a consolidated basis by column, (b) and are reflected, on a full accrual, economic resource basis, which incorporates long-term assets and receivables as well as long-term debt and obligations. The government -wide statement of activities reflects both the gross and net costs per functional category (general government, public safety, highways and streets, etc,) which are otherwise being supported by general government revenues (property taxes, certain intergovernmental revenues, etc.), The statement of activities reduces gross expenses (including depreciation) by related program revenues, operating and capital grants, The program revenues must be directly associated with the function (general government, public safety, highways and streets, etc.) or a business -type activity. The operating grants include operating -specific and discretionary (either operating or capital) grants while the capital grants column reflects capital -specific grants. The net cost (by function or business -type activity) is normally covered by general revenues, - 48 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The government -wide focus is more on the sustainability of the County as an entity and the change in aggregate financial position resulting from the activities of the fiscal period, The fund financial statements' emphasis is on the major funds in either the governmental or business -type categories, Nonmajor funds (by category) are summarized into a single column, The governmental funds in the fund financial statements are presented using the current financial resource focus and modified accrual basis of accounting. This is the manner in which these funds are normally budgeted. This presentation is deemed most appropriate to (a) demonstrate legal and covenant compliance, (b) demonstrate the source and use of liquid resources, and (c) demonstrate how the County's actual experience conforms to the budget fiscal plan, Since the governmental fund statements are presented using a different measurement focus and basis of accounting than the government -wide statements' governmental activities column, a reconciliation is presented on the page following each statement, which briefly explains the adjustments necessary to transform the fund based financial statements into the governmental activities column of the government -wide presentation, The County's fiduciary funds are presented in the fund financial statements by type (private purpose and agency). Since by definition these assets are being held for the benefit of a third party (private parties, state government, etc.) and cannot be used to address activities or obligations of the government, these funds are not incorporated into the government -wide statements. Government -wide and fundfinancial statements — The government -wide financial statements (i.e., the statement of net position and the statement of activities) report information on all of the nonfiduciary activities of the primary government and its component unit. The effect of interfund activity has been removed from these statements during the process of incorporating fund data but interfund services provided and used have not been eliminated in the process of consolidation, Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business - type activities, which rely to a significant extent on fees and charges for support, Likewise, the primary government is reported separately from certain legally separate component units for which the primary government is financially accountable. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment are offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment, Program revenues include (a) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not included among program revenues are reported instead as general revenues, COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Separate financial statements are provided for governmental funds, proprietary funds, and fiduciary funds, even though the latter are excluded from the government -wide financial statements. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements, Activities in funds - The financial transactions of the County are recorded in individual funds, Each fund is accounted for by providing a separate set of self -balancing accounts that comprises its assets, deferred outflows of resources, liabilities, deferred inflows of resources, reserves, fund equity, revenues and expenditures/expenses, The various funds are reported by generic classification within the financial statements. GASB Statement No. 34, Basic Financial Statements - and Management's Discussion and Analysis -for State and Local Governments, sets forth minimum criteria (percentage of the assets, deferred outflows of resources, liabilities, deferred inflows of resources, revenues or expenditures/expenses of either fund category or the governmental and enterprise combined) for the determination of major funds. The nonmajor funds are combined in a column in the fund financial statements and detailed in the combining section. The County reports the following major governmental funds: General Fund - The general fund is the general operating fund of the County. It is used to account for all activities of the general government, except those required to be accounted for in other funds. Capital Projects Fund - Used to account for the costs of constructing County capital improvements financed with general obligation bond proceeds, federal and state grants, and general and special revenue fund revenues, The capital projects fund is used to account for financial resources to be used for the acquisition or construction of major general government capital facilities and infrastructure (other than those financed by proprietary funds and trust funds) when separate project centers are needed to control costs, Bond Redemption Fund- Used to accumulate moneys for the payment of general obligation bonds, Moneys required to retire the bonds are transferred from the General Fund one year in advance of maturity. The County reports the following major proprietary funds: Kula 'nwno Elderly Housing Project - Used to account for the operation of a rental housing project for low-income senior citizens located north of Hilo. Ouli Ekahi Affordable Housing Project - Used to account for the operation of a 33 -unit single-family affordable rental housing project located in Waimea. -50- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The County reports the following fiduciary funds: Private -Purpose Trust Funds — Used to account for funds received from geothermal developers to mitigate the effects of geothermal energy development. Also used to account for investment income on funds received from import businesses at the port of Hilo and the related expenditures to promote health and safety on the Island of Hawai' i, Agency Funds — Used to account for assets held by the County for other governmental units and individuals. The agency funds are custodial in nature and do not involve measurement of results of operations, The County has the following agency funds: • State Weight Tax Fund • Improvement District No, 18 Fund • Improvement District No. 19 Fund • Improvement District Revolving Fund • Performance and Refundable Deposits Fund • Payroll Clearance Fund • Flexible Spending Account • Lapsed Warrants Fund • Non -Profit License Plates Fund • Organ and Tissue Education Fund • Business Improvement District 1-Kailua Basis of Accounting Basis of accounting refers to the period in which revenues and expenditures (or expenses) are recognized in the accounts and reported in the basic financial statements. Basis of accounting relates to the timing of the measurements made, regardless of the measurement focus applied. The government -wide financial statements and the proprietary, fiduciary and component unit fund financial statements are presented on an accrual basis of accounting, The governmental funds in the fund financial statements are presented on a modified accrual basis. Accrual Basis - Revenues are recognized when earned and expenses are recognized when the related obligation is incurred. Modified Accrual Basis - Revenues are recorded when susceptible to accrual (that is, both measurable and available), "Measurable" means the amounts are determinable, "Available" means the amounts are collectible within the current period or soon enough thereafter (one year for intergovernmental revenues) to be used to pay liabilities of the current period. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Licenses and permits, charges for current services, fines and forfeitures, penalties and miscellaneous revenues are recorded as revenues when received in cash because they are generally not measurable until actually received, Real property taxes and State Revolving Fund loan proceeds are considered available when collected, In applying the susceptible to accrual concept to intergovernmental revenues, the legal and contractual requirements of the numerous individual programs are used as guidance, There are essentially two types of these revenues. In one, monies must be expended on the specific purpose or project before any amounts will be paid to the County; therefore, revenues are recognized based upon the expenditures recorded. Most construction grants and many operating grants fall into this category. In the other, monies are virtually unrestricted as to purpose of expenditure and are usually revocable only for failure to comply with prescribed compliance requirements. These resources are reflected as revenues at the time of receipt or earlier if the susceptible to accrual criteria are met, The County reports deferred inflow of resources in its fund financial statements (see Note 7), Deferred inflows of resources arise when potential revenue does not meet both the "measurable" and "available" criteria for recognition in the current period. In subsequent periods, when both revenue recognition criteria are met, the deferred inflow is removed from the fund financial statements and revenue is recognized, Expenditures are recognized under the modified accrual basis of accounting in the accounting period in which the fund liability is incurred. Exceptions to this general rule include: (a) accumulated compensated absences and claims and judgments which are recognized as expenditures when paid; (b) liabilities related to municipal solid waste landfill closure and postclosure care costs; (c) principal and interest on general long-term debt which are recognized as expenditures when due; and (d) liabilities relating to pollution remediation , The County applies all applicable GASB pronouncements, including the adoption of GASB Statement No. 62, Codification ofAccounting and Financial Reporting Guidance Contained in Pre -November 30, 1989 FASB (Financial Accounting Standards Board) and AICPA (American Institute of Certified Public Accountants) Pronouncements. Encumbrances The general, special revenue, and capital projects funds follow encumbrance accounting under which purchase orders, contracts and other commitments are recorded as an obligation of fund balance and provide authority for the carryover of appropriations to the subsequent year in order to complete these transactions. Encumbrances outstanding at year-end are included in the respective fund balance categories as appropriate and do not constitute expenditures or liabilities because the commitments will be honored during the subsequent year. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Cash and Investments Cash and cash equivalents include cash on hand, amounts in demand deposits and savings accounts, and short-term investments with a maturity date of three months or less from the date acquired by the County. Investments consist of certificates of deposit, repurchase agreements, and securities with original maturities exceeding three months, These include participating investment contracts (U,S. government sponsored agency issues and negotiable certificates of deposit) as well as nonparticipating investment contracts (time certificates of deposit and repurchase agreements). Both categories of investments are stated at fair value (see Note 3), Valuations of investments in government sponsored enterprises such as Federal National Mortgage Association (Fannie Mae) and Federal Home Loan Mortgage Corporation (Freddie Mac) are based on quoted market rates. Investments also consist of equity securities in the fiduciary fund financial statements, These investments are stated at fair value based on closing quoted prices. Real Property Taxes The County's real property taxes are levied on July 1 each year on assessed valuation as of January 1, The taxes become a lien on the property assessed as of the levy date, Taxes are due and payable in two equal annual installments on August 20 and February 20. Accordingly, real property taxes receivable as of June 30 are delinquent. Each delinquent installment bears interest at 1% per month and penalties of up to 10% of the amount due. Assessments are based on 100% of estimated fair market values prior to the application of exemptions or preferential assessments. The County provides real property tax abatement under five programs — Enterprise Zone, Historic Residential Dedication, Low and Moderate Income Housing, Agricultural Use Programs, and Solar Water Heater Credit: Enterprise Zone Exemption - Section 19-89.3 of the Hawai'i County Code provides buildings or other like structures which are built as a result of new construction by a qualified business within an enterprise zone to be exempt except for the minimum tax from real property taxes for a period of three years. The purpose of this program is to stimulate business and industrial growth. A qualified business in an enterprise zone must satisfy the requirements of Chapter 31 of the Hawai'i County Code and section 208E, Hawaii Revised Statutes. Historic Residential Dedication Exemption —Section 19-89.1 of the Hawai'i County Code and Rule 36 of the Rules and Regulations of the Director of Finance provides an exemption to encourage the preservation of residential structures that have been placed on the Hawai'i Register of Historic Places after January 1, 1977. The property owner must provide visual access on a year-round basis or open the property to the public for twelve days per year, The owner certifies the current level of taxation is a material factor which threatens the continued existence of the historic status. This dedication is for a minimum period of ten years, - 53 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 automatically renewable indefinitely. Cancellation of the dedication by either the owner or the Director of Finance may only be made upon five years' written advance notice and no earlier than the end of the fifth tax year. Any person who becomes an owner of the dedicated real property shall be subject to the restrictions and retroactive tax assessment provisions. If the dedication is approved, the exemption based upon the dedication shall be effective July 1 of the tax year following the approval of the dedication. The dedicated exempt property or portion of the property approved shall be subject to the minimum tax provisions of Section 19- 90(e) of the Hawaii County Code, If there is a breach in the agreement, the property would be subject to roll back taxes, including penalty and interest, Low and Moderate -Income Housing Exemption — Section 19-87 of the Hawaii County Code and Rule 37 of the Rules and Regulations of the Director of Finance provides an exemption for a housing project which is owned and operated by a nonprofit or limited distribution mortgagor or by a qualified entity from taxation. Must participate in long-term housing project that have regulatory agreements mandating rent levels, occupancy of the project is limited to the elderly, handicapped, low or moderate income families. Applicants must submit an application form along with a copy of the recorded regulatory agreement, The exemption is equal to 100% of the assessed value for the portion of the real property that is dedicated as low- and moderate -income rentals. If the entire property is dedicated, then the net taxable is zero but the property is still subject to the minimum tax per Section 19-90(e) of the Hawaii County Code. The exemption shall continue so long as the rental housing project is owned and operated by a nonprofit or limited mortgagor, If the rental units do not comply with the regulatory conditions, the property would be subject to roll back taxes, including penalty and interest, Non Dedicated Agricultural Use Assessment — Section 19-57 of the Hawaii County Code and Rule 34 of the Rules and Regulations of the Director of Finance reduces assessments to encourage local agricultural production as well as the preservation of agricultural lands that could otherwise be further developed, by valuing these lands at two times the dedicated agricultural use value as opposed to the market value. Unlike the Dedicated Agricultural Use program, the zoning for this program must be agricultural. An application form must be filed along with a plot plan and provide details as to what agricultural activities is conducted on the property. Upon review and approval, the application is effective as of January 1 for the following tax year, Renewal of the application shall be in such form and at such time as requested by the director. Valuation consideration is given to the type of agricultural activity. Any breach to the terms of would result in an immediate rollback calculation of current plus two yeas taxes plus penalties and interest. Commercial Agricultural Use Dedication — Section 19-60 of the Hawaii County Code and Rule 31 of the Rules and Regulations of the Director of Finance provides reduced assessments to encourage local agricultural production as well as the preservation of agricultural lands that could otherwise be further developed, by valuing the dedicated lands at the agricultural use value as opposed to the market value, An application form must be filed along with a plot plan and provide details as to what agricultural activities is conducted on the property, Upon -54- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 review and approval, the owner is required to record the dedication at the Bureau of Conveyances, There is currently only one available dedication length which is a 10 year period, however, previously there was a 20 year dedication, This dedication does not automatically renew, Valuation consideration is given to the type of agricultural activity, Any breach to the terms of the recorded dedication would result in the cancellation of the dedication, or portion thereof, and the immediate rollback calculation of taxes plus penalties and interest. Solar Water Heater Credit- Section 19-104 of the Hawaii County Code provides a one time tax credit per tax map key for up to $300 for the owner of real property who installs a solar water heater on the owner's property on or after January 1, 2008, This program was created with the purpose of providing an incentive to support renewable energy, The owner must apply for the credit. Information relevant to the disclosure of these programs for the fiscal year ended June 30, 2018 is as follows: Tax Abatement Program Amount of Taxes Abated - as defined by GASB 77 Enterprise Zone $9,979.25 Historic Residential Dedication $251,465.60 Low and Moderate Income Housing $533,616.30 Agricultural Use Programs $29,138,884.00 Solar Water Heater Credit $19,200,00 Inventories Inventories consist of materials and supplies and are reported as expenditures at the time of purchase (purchase method), Police and fire department inventories are stated using the first in, first out (FIFO) method. Other inventories are stated at average cost. Liquor Control Section 281 of the Hawaii Revised Statutes requires that liquor license revenues collected be used only for costs and expenses directly relating to operational and administrative costs actually incurred by the liquor commission collecting such fees, The unexpended fees at June 30, 2018 of $499,264 are reflected as a restriction of general fund balance. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g„ roads, bridges, curbs and gutters, streets and sidewalks, drainage systems, lighting systems, and similar items), are reported in the applicable governmental or business -type activities columns in the government -wide financial statements, Capital assets are defined by the County as assets with an initial, individual cost of more than $1,000 and an estimated useful life in excess of one year, Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at acquisition value if available or if not, at estimated fair market value at the date of donation, The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend the life of the asset are not capitalized, Major outlays for capital assets and improvements are capitalized as projects are constructed, Interest incurred during the construction phase of capital assets of business -type activities is included as part of the capitalized value of the assets constructed. Capital assets of the primary government and enterprise fund are depreciated using the straight-line method over the following estimated useful lives of the assets: Assets Years Infrastructure 20 to 100 years Buildings and improvements 50 to 100 years Ground and site improvements 20 to 50 years Equipment 5 to 40 years Easements Dependent on terms of easement agreement Deferred Outflows of Resources and Deferred Inflows of Resources Deferred outflows of resources represent a consumption of net position that applies to a future period and will not be recognized as an outflow of resources (expense or expenditure) until that time, The County has three items that qualifies for reporting in this category, The County reports the deferred loss on refunding and deferred outflow related to both pensions and other postemployment benefits (OPEB) as a deferred outflow of resources in its statement of net position, Deferred inflows of resources represent an acquisition of net position that applies to a future period and will not be recognized as an inflow of resources (revenue) until that time. Property taxes, fees and other non-exchange transactions received in the current fiscal year for the ensuing fiscal year are reported as deferred inflows of resources, These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The County also reports deferred inflows of resources related to both pensions and other postemployment benefits (OPEB). - 56 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Long-term Obligations The County reports long-term debt of governmental funds at face value on the government - wide statement of net position, Certain other governmental fund obligations not expected to be financed with current available resources are also reported on the government -wide statement of net position. Long-term debt and other obligations financed by the proprietary funds are reported as liabilities in those funds. Compensated Absences Employees earn vacation credit at the rate of one and three-quarter working days for each month of service, Up to ninety days of vacation leave credits can be accumulated per employee, In addition, employees who work overtime can elect to take compensatory time off instead of overtime pay. The time off is earned at the rate of one -and -a -half hours for each hour of overtime worked. There is no statutory limit to the amount of compensatory time off an employee can accumulate. Both compensatory time off and vacation credits are converted to pay upon termination of employment, A liability for these amounts is reported in the governmental funds only if they have matured, for example, as a result of employee resignations and retirements. All vacation and compensatory time off pay is accrued in the government -wide statement of net position along with the estimated liability for social security and Medicare taxes and employers' retirement contributions on those amounts, Sick leave accumulates without limit. Sick leave can be taken only in the event of illness and is not convertible to pay upon termination of employment; therefore there is no related liability. However, a County employee who retires or leaves government service in good standing with 60 days or more of unused sick leave is entitled to additional service credit in the Employees' Retirement System of the State of Hawaii. Accumulated sick leave at June 30, 2018 totaled $77,952,000 for the primary government, Leases Leases transferring substantially all of the risks and benefits of ownership are recorded as capital leases; other leases are operating leases (see Note 8), Capital leases are recorded as capital asset additions at their estimated fair value at the inception of the lease and the related present value of the future minimum lease obligations is recorded as long-term debt, Operating lease expenditures and expenses are recognized when the lease obligation is paid. 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 -57- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 additions to and deductions from ERS's fiduciary net position have been determined on the same basis as they are reported by ERS. For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. Other Postemployment Benefits (OPEB) For the purposes of measuring the net OPEB liability, deferred outflows or resources and deferred inflows of resources related to OPEB, and OPEB expense, information about the fiduciary net position of the Hawaii Employer -Union Health Benefits Trust Fund ("EUTF") and additions to/deductions from EUTF's fiduciary net position have been determined on the same basis as they are reported for EUTF. For this purpose, EUTF recognizes benefit payments when due and payable in accordance with the benefit terms. Investments are reported at fair value, except for investments in commingled and money market funds, which are reported at net asset value (NAV). The NAV is based on the fair value of the underlying assets held by the respective fund less its liabilities, Operating Revenues and Expenses Revenues and expenses are distinguished between operating and nonoperating items for the proprietary funds. Operating revenues generally result from providing services in connection with the proprietary funds' principal ongoing operations. The principal operating revenues of the proprietary funds are fees charged to residents for rent and rental subsidies received from the federal government. Operating expenses include the costs associated with providing housing for tenants, such as utilities, lease rent, and maintenance and repairs; administrative expenses; and depreciation on capital assets, All revenues and expenses not meeting these definitions are reported as nonoperating revenues and expenses. Use of Estimates The preparation of the basic financial statements in accordance with GAAP requires management to make estimates and assumptions that affect the reported amounts of assets, deferred outflows of resources, liabilities, and deferred inflows of resources, as well as disclosure of contingent assets and liabilities at the date of the financial statements, and the reported amounts of revenues, expenditures, and other financing sources and uses during the reporting period. Actual results could differ from those estimates. Fund Balances When both restricted and unrestricted fund balances are available for use, it is the County's policy to use restricted fund balance first, then unrestricted fund balance. Furthermore, committed fund balances are reduced first, followed by assigned amounts, and then -58- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 unassigned amounts when expenditures are incurred for purposes for which amounts in any of those unrestricted fund balance classifications can be used, The County reports the following classifications: Nonspendable Fund Balance — Nonspendable fund balances are amounts that cannot be spent because they are either not in spendable form, or, for legal or contractual reasons, must be kept intact. The County has inventory included in their nonspendable fund balance. Restricted Fund Balance — Constraints placed on the use of these resources are either externally imposed by creditors (such as through debt covenants), grantors, contributors or other governments or are imposed by law (under the Hawai'i Revised Statutes or County of Hawaii Charter). Committed Fund Balance — Committed Fund Balances are amounts that can only be used for specific purposes as a result of constraints imposed by the County Council via ordinances and the County Code and can only be undone via the same manner. The committed fund balance of the General Fund includes the portion of fund balance committed to budget stabilization. The budget stabilization portion is authorized under County Code §2-219 to §2-223 and additions are made via the County budget or subsequent budget amendments. The fund balance may only be used when there is a reduction in budgeted revenue and the director of finance determines that such use is necessary to prevent a reduction in the level of public services, Assigned Fund Balance — Assigned fund balances are amounts that are constrained by the County's intent as determined by the Mayor but are neither restricted nor committed. The County's only assigned fund balances are in the General Fund and Capital Projects Fund and the majority consists of the portion of fund balance that is intended to balance the subsequent year's budget, which is conveyed by the Mayor via his approval of allotment requests and his approval of the current year's fund balance amount to be included in the submittal for next year's annual budget ordinance, Unassigned Fund Balance — This is the residual classification of the General Fund. The General Fund is the only fund that could potentially report a positive unassigned fund balance. Net Position When both restricted and unrestricted net position are available for use, it is the County's policy to use restricted net position first, and then unrestricted net position. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 New Accounting Pronouncements In June 2015, GASB issued Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions. The primary objective of this Statement is to improve accounting and financial reporting by state and local governments for postemployment benefits other than pensions (other postemployment benefits or OPEB) . The requirements of this Statement are effective for the County for periods beginning after June 15, 2017, The County implemented these requirements as of and for the fiscal year ended June 30, 2018. In November 2016, GASB issued Statement No. 83, Certain Asset Retirement Obligations, The objective of this Statement is to provide financial statement users with information about asset retirement obligations (AROs) , The requirements of this Statement are effective for reporting periods beginning after June 15, 2018 and did not have an impact on the County's financials for the year ending June 30, 2018. In January 2017, GASB issued Statement No, 84, Fiduciary Activities. The principal objective of this Statement is to enhance the consistency and comparability fiduciary activity reporting by state and local governments. The requirements of this Statement are effective for reporting periods beginning after December 15, 2018, The County has not yet determined the effect this Statement will have on its financial statements. In March 2017, GASB issued Statement No, 85, Omnibus 2017, The objective of this Statement is to improve consistency in accounting and financial reporting by addressing practice issues that have been identified during implementation and application of certain GASB Statements. The requirements of this Statement are effective for reporting periods beginning after June 15, 2017. The County implemented these requirements as of and for the fiscal year ended June 30, 2018. In May 2017, GASB issued Statement No. 86, Certain Debt Extinguishment Issues. The objective of this Statement is to improve consistency in accounting and financial reporting for certain debt extinguishments and to enhance the decision -usefulness of that information, The requirements of this Statement are effective for reporting periods beginning after June 15, 2017 and did not have an impact on the County's financials for the year ending June 30, 2018, In June 2017, GASB issued Statement No, 87, Leases. The objective of this Statement is to better meet the information needs of financial statement users by improving accounting and financial reporting for leases by governments. The requirements of this Statement are effective for reporting periods beginning after December 15, 2019. The County has not yet determined the effect this Statement will have on its financial statements. In March 2018, GASB issued Statement No. 88, Certain Disclosures Related to Debt, including Direct Borrowings and Direct Placements, The objective of this Statement is to improve the information that is disclosed in notes to government financial statements, related -60- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 to debt, including direct borrowings and direct placements. The requirements of this Statement are effective for reporting periods beginning after June 15, 2018. In June 2018, GASB issued Statement No, 89, Accounting for Interest Cost Incurred Before the End of a Construction Period, The objectives of this Statement are (1) to enhance the relevance and comparability of information about capital assets and the cost of borrowing for a reporting period and (2) to simplify accounting for interest cost incurred before the end of a construction period. The requirements of this Statement are effective for reporting periods beginning after December 15, 2019. Adoption of New Accounting Principle The County and Department implemented GASB Statement No. 75, Accounting and Financial Reporting for Postemploytnent Benefits Other Than Pensions. This Statement replaces GASB Statement No, 45, Accounting and Financial Reporting by Employers for Postemployment Benefits Other Than Pensions, and No. 57, OPEB Measurements by Agent Employers and Agent Multiple -employer Plans, The primary objective of this Statement is to improve accounting and financial reporting by state and local governments for postemployment benefits other than pensions (other postemployment benefits or OPEB), As a result, the County and Department's net position as of June 30, 2017 was restated and decreased by $274,026,503 and $15,702,743, respectively, Governmental Activities Component Unit Net Position at June 30, 2017, as previously stated $ 434,457,254 $ 248,898,228 Cumulative effect of applying GASB 75: Reverse net OPEB (asset) liability at June 30, 2017, as previously stated 82,247,822 (385) Net OPEB liability at June 30, 2017 (384,824,312) (17,570,146) Deferred outflows of resources — employer contributions made subsequent to the measurement date of the beginning net position liability but prior to June 30, 2017 28,549,987 1,867,788 Net Position at June 30, 2017, as restated $160,430,751 $ 233,195.485 Management of the County and Department concluded that it was not practical to determine the beginning amounts of all OPEB-related deferred inflows of resources and deferred outflows of resources, Accordingly, as permitted under the provisions of GASB No. 75, the County and Department have only reported the beginning deferred outflow of resources resulting from employer OPEB contributions made subsequent to the measurement date of the beginning net OPEB liability but prior to June 30, 2017. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY Annual Budget The County follows these procedures in establishing its operating and capital budgets: On or before March 1, the Mayor submits to the County Council proposed operating and capital projects budgets for the fiscal year commencing the following July 1. The operating budget includes proposed expenditures for the general fund and special revenue funds, and the means of financing them. A project -length budget is submitted to the County Council for the capital projects fund. The Mayor submits to the County Council amendments to the proposed operating and capital budgets within ten working days after the close of the state legislature, but not later than May 5, The County Council conducts public hearings on the proposed operating and capital budgets after March 1 but prior to the first reading on the budget bills, which must be after May 5, On or before June 30, the County Council adopts the budgets, The legal level of budgetary control is the department level because the Mayor can transfer funds from any unencumbered appropriation to another within a department or agency without County Council approval. During the year, the budget may be amended by action of the County Council, except for appropriations required by law and appropriations for debt service, which may not be decreased or deleted, Supplemental appropriations were made during the 2016-2017 fiscal year to recognize revenue from sources not anticipated at the time of the original budget and to establish the authorization for such funds to be expended, Such supplemental appropriations totaled $7.7 million in the general fund and $3,3 million in the special revenue funds. Legally adopted budgets include the General Fund, Highway Fund, Sewer Fund, Solid Waste Fund, Cemetery Fund, Parking Meter Fund, Vehicle Disposal Fund, Bikeway Fund, Workforce Investment Act Fund, Golf Course Fund, Geothermal Relocation and Community Benefits Fund, Beautification Fund, Hawaii County Housing Agency Fund and Park Dedication Fund, Appropriations for the operating budget lapse at the end of the fiscal year to the extent that they have not been expended or encumbered. Appropriations for capital expenditures that are not encumbered lapse at the end of two fiscal years following the fiscal year that the appropriation was made. • Formal budgetary integration is employed as a management control device during the year for the General Fund, special revenue funds, and Capital Projects Fund. Formal budgetary integration is not employed for debt service funds because effective budgetary control is alternatively achieved through general obligation bond indenture provisions, - 62 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 • The accompanying statement of revenues, expenditures and changes in fund balances — budget and actual (budgetary basis) for the General Fund presents a comparison of the legally adopted budget with actual data on a budgetary basis. Accounting principles applied for purposes of developing data on a budgetary basis differ significantly from those used to present financial statements in conformity with GAAP, On the budgetary basis, intergovernmental revenues are recognized when awarded by the granting agency, encumbrances and unexpended allotments are treated as expenditures, accounts payable are not accrued, and all leases are treated as operating leases. In preparing the financial statements on a GAAP basis, accounts payable are accrued and treated as a reduction of encumbrances for balance sheet presentation. Budget to GAAP Reconciliation The following is a summary of the adjustments necessary to convert fund balances of the County's General Fund from a GAAP basis to a budgetary basis at June 30, 2018: Ending fund balance — GAAP basis $61,040,124 Encumbrance adjustments: Beginning encumbrances and unexpended allotments 1,203,398 Ending encumbrances and unexpended allotments (1,915,855) Other adjustments (5,599,360) Ending fund balance — Non -GAAP budgetary basis 54 728,307 3. CASH AND INVESTMENTS The Director of Finance is responsible for the safekeeping of all monies paid to the County, The Director of Finance invests any monies of the County which in the Director's judgment are in excess of the amounts necessary for meeting the day-to-day operating needs of the County. Under Section 46-50 of the Hawaii Revised Statutes, legally authorized investments include obligations of or guaranteed by the U.S. government, obligations of the State, federally insured savings and checking accounts, time certificates of deposit, and repurchase agreements with federally insured financial institutions. Cash The County maintains a number of checking and savings accounts for various funds and with various financial institutions. Bank deposits are under the custody of the Director of Finance, For financial statement reporting purposes, cash and short-term investments consist of cash and money market accounts. Cash and short-term investments also include repurchase agreements, certificates of deposit, and government sponsored securities with original maturities of three months or less, - 63 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The carrying amount of the County's deposits (cash, time certificates of deposit, and money market accounts) as of June 30, 2018 was $199,787,954 for the primary government and $6,590,869 for the fiduciary funds. Information relating to bank balance, insurance and collateral of cash deposits is determined on a county -wide basis, Total bank balances of deposits for the primary government and fiduciary funds amounted to $212,619,665 at June 30, 2018, Of that amount, $211,528,390 represents bank balances covered by federal deposit insurance or by collateral held by the County's fiscal agents in the name of the County, The remaining bank balances of $1,091,275 represent deposits held by a management agent and were uncollateralized, Accordingly, these deposits were exposed to custodial credit risk, Custodial credit risk is the risk that in the event of a bank failure, the County's deposits may not be returned to it. For checking and savings accounts, time certificates of deposit, and repurchase agreements, the County requires, in accordance with State statutes, that the depository banks pledge collateral based on the available bank balances for the protection of the funds deposited. All securities pledged as collateral are held by the County's fiscal agents in the name of the County, The County also requires that no more than 60% of the County's total funds available for deposit may be deposited in any one financial institution, in accordance with State statutes, Investments The County holds investments both for its own benefit and on behalf of some of the fiduciary funds. The County's investments of funds not required for immediate payments are predominately comprised of government sponsored securities (equivalent to the rating in U,S. Treasuries), repurchase agreements and certificates of deposit, while the fiduciary funds also hold equity securities. The framework for measuring fair value provides a fair value hierarchy that prioritizes the inputs to valuation techniques used to measure fair value. The hierarchy gives the highest priority to unadjusted quoted prices in active markets for identical assets or liabilities (level 1) and the lowest priority to unobservable inputs (level 3), The three levels of the fair value hierarchy are described as follows: Level 1 — Inputs are quoted prices (unadjusted) in active markets for identical assets or liabilities that a government can access at the measurement date. An active market is a market in which transactions for the asset or liability take place with sufficient frequency and volume to provide pricing information on an ongoing basis, Level 2 — Inputs other than quoted prices included within level 1 that are observable for an asset or liability, either directly or indirectly, If the asset or liability has a specified (contractual) term, a level 2 input must be observable for most of the full term of the asset or liability. Level 2 inputs include: • Quoted prices for similar assets or liabilities in active markets, -64- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 • Quoted prices for identical assets or liabilities in markets that are not active, • Inputs other than quoted prices that are observable for the asset or liability, • Inputs that are derived principally from or corroborated by observable market data by correlation or other means, Level 3 — Inputs are unobservable for an asset or liability, Following is a description of the valuation techniques used by the County to measure fair value: Government sponsored securities of $24,461,861 and certificates of deposits of $49,970,582: Valued using quoted prices for identical or similar assets in markets that are not active (Level 2). Equity securities of $1,606,656: Valued using quoted prices in active markets for identical assets or liabilities that a government can access at the measurement date (Level 1). The County's investments and maturities at June 30, 2018 are as follows: Investments — Primary Government: Certificates of deposit Government sponsored securities Maturity (in years) Fair Value Less than 1 1— 5 $ 49,723,654 $ 42,926,755 $ 6,796,899 22,769,946 1,978,040 20,791,906 72.493 600 $ 443904,795 $27J88.805 Investments — Private -Purpose Trusts: Government sponsored securities $ $ 1 525,845 Equity securities $ 1,606 656 Investments — Agency Funds: Certificates of deposit Government sponsored securities $ 246,928 $ 166,070 $ 246,928 166,070 12928 $ 412.998 Interest Rate Risk: The County minimizes its exposure to interest rate risk by limiting the maturities of investments to five years or less in compliance with state statute, The County's policy is to hold investments until maturity and does not engage in trading for capital gains. Credit Risk: The County's investment portfolio primarily consists of U.S. government or agency obligations, bonds of government sponsored enterprises, time certificates of deposit - 65 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 and repurchase agreements, These investments are either insured by the FDIC, secured by collateral or carry a credit rating equivalent to U,S. Treasuries. Custodial Risk: Custodial risk is the risk of loss from the failure of the counterparty, which is defined as any entity that obtained an investment on behalf of the County. All of the County's deposits including repurchase agreements are secured by collateral which is kept by a third party custodian, Broker-dealers utilized by the County are members of the Securities Investor Protection Corporation, and all investment securities are held in the County's name. Concentration of Credit Risk: State law limits deposits to no more than 60% of the total in any one depository. The County seeks to further diversify its portfolio by purchasing from different issuers, by purchasing different types of investments and by purchasing investments at different maturities. The County also purchases its investments from a number of banks and broker-dealers both located locally and on the mainland, As of June 30, 2018, investments were distributed as follows: El N Financial, 4,4%; Multi Bank Securities, 15.3%; First Hawaiian Bank, 17,9%; Raymond James, 4,4%; Stifel Nicolaus & Company, 4,8%; Bank of Hawaii, 43,9%; Territorial Savings 9.3%. Restricted Cash and Cash Equivalents and Investments Cash and cash equivalents and investments classified as restricted assets for the primary government at June 30, 2018 amounted to $1 17,232,972. Construction related contributions restricted to various capital improvement projects and fuel tax funds received are recorded as restricted assets in the Capital Projects Fund. Such funds totaled $55,536,495 at June 30, 2018. Cash and investments in the Bond Redemption Fund and the Interest Fund are restricted to debt service related payments and amounted to $30,440,308, Cash in the Highway Fund, Bikeway Fund and Beautification Fund are restricted to costs incurred relating to highways and streets and the beautification of such items and amounted to $10,339,816. Cash in the Hawaii County Housing Agency classified as restricted to provide public housing assistance amounted to $1,432,621, The restricted cash and investments in the General Fund was comprised of cash restricted to costs incurred to administer the liquor commission and cash restricted to the acquisition and maintenance of lands or property entitlements for public outdoor recreation and education. Such amounts totaled $469,264 and $18,899,612, respectively. Tenant security deposits received by the County for the Kula'imano Elderly Housing Project and the Ouli Ekahi Affordable Housing Project are recorded as restricted assets, Such funds amounted to $12,704 and $29,493, respectively, at June 30, 2018. - 66 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 An operating reserve fund was established by the Ouli Ekahi Affordable Housing Project pursuant to an agreement with the Hawaii i Housing Finance and Development Corporation, who are the holders of the project's note. This restricted reserve amounted to $72,659 at June 30, 2018, 4. RECEIVABLES Receivables as of June 30, 2018, for the County's individual major funds and other funds in the aggregate, including the applicable allowances for uncollectible accounts, are as follows: Governmental activities: Capital Other General Projects Governmental Fund Fund Funds Total Real property taxes $28,266,778 $28,266,778 Accounts receivable: Sewer 1,941,995 1,941,995 Solid waste -- 1,747,238 1,747,238 Intergovernmental 26,668,385 7,954,660 3,746,145 38.369.190 Gross receivables 54,935,163 7,954,660 7,435,378 70,325,201 Less: allowance for uncollectibles (2.853.8201 (745 913) (3.599.7331 Net total receivables I $ 7,954,660 II During fiscal year 2005, the County issued $3,887,493 in general obligation bonds on behalf of Improvement District No. 18, an agency fund, On February 12, 2013 bonds were issued to refund the outstanding principal balance of $1,345,945 for the Improvement District. During fiscal year 2014 and 2015, the County also issued $448,669 and $720,331, respectively, in general obligation bonds on behalf of Improvement District No. 19, an agency fund. At June 30, 2018, the outstanding balance for both Improvement Districts of $2,098,246 is reflected in the government -wide statement of net position as a receivable (see Note 10). Business -type activities: Enterprise Funds Accounts receivable: Rent $12,299 Other 938 Gross receivables 13,237 Less: allowance for uncollectibles (7.935) Net total receivables $ 5,302 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 5. INTERFUND RECEIVABLES AND PAYABLES Interfund receivables and payables consist of the following at June 30, 2018: Receivable Fund General fund Capital projects fund Bond redemption fund Other governmental funds Total Other governmental funds Payable Fund Capital projects fund Other governmental funds General fund Other governmental funds Capital projects fund General fund Other governmental funds $6712,181 Enterprise funds Amount $ 402,048 1 686 149 2,088,197 38,999 655 291 694,290 3,204,372 619,033 106 289 725 322 $2,700 The above interfund balances result from the time lag between the dates that interfund goods and services are provided or reimbursable expenditures occur, transactions are recorded, and payment between funds are made. Transfers for the fiscal year ended June 30, 2018 consisted of the following: Transfers in: Capital Projects Fund Bond redemption fund Other governmental funds General Fund Transfers out: Capital Projects $ 40,727 28,073,388 40,853,366 $68.967,481 Fund 3,204,372 Other Governmental Funds $3,538,706 $3,538, 706 Total $ 3,579,433 31,277,760 40,853,366 0 The interfund transfers noted above include transfers from the General Fund to provide support for various County programs and to provide resources for the payment of debt services. In addition, some of the other governmental funds have made transfers to the capital projects fund for the construction of various projects, COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 6. CAPITAL ASSETS Capital asset activity for the year ended June 30, 2018 for the County was as follows: Balance July 1, 2017 Governmental activities: Capital assets not being depreciated: Additions Balance Retirements/ June 30, Transfers 2018 Land and improvements $ 239,187,891 $ 17,203,060 $ $ 256,390,951 Easements 4,227,058 1,924,751 6,151,809 Construction work in progress 71,118,202 27 623 974 (48.150.481) 50 591 695 Total capital assets not being depreciated 314,533,151 46.751.785 08.150.481.1 313,134,455 Capital assets being depreciated: Buildings and improvements 714,044,030 46,864,274 (1,039,584) 759,868,720 Equipment 155,609,772 8,687,699 (4,368,165) 159,929,306 Easements 456,497 456,497 Infrastructure 619,836,216 5,068,045 624,904,261 Total capital assets being depreciated 1.489.946.515 60 620 018 (5 407 749) 1.545.158.784 Less accumulated depreciation for: Buildings and improvements (116,056,044) (12,175,546) 90,683 (128,140,907) Equipment (95,418,996) (9,527,020) 3,935,508 (101,010,508) Easements (439,300) (439,300) Infrastructure 4290918.231). (24 690,203) 4315.608.4341_ Total accumulated depreciation 4502.832.571). (46 392 769) 4 026 191 4545.199.149 Total capital assets being depreciated, net 987,113,944 14,227,249 (1,381,558) 999,959,635 Governmental activities capital assets, net $1,301,647 095 $ p ($49,532,03 P COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Balance July 1, 2017 Additions Balance Retirements/ June 30, Transfers 2018 Business -type activities: Capital assets not being depreciated: Land 753.877 753.877 Capital assets being depreciated: Buildings and improvements Ground and site improvements Equipment Total capital assets being depreciated 1,593,187 1,593,187 272,850 272,850 137,950 5,153 (6.226) 136,877 2,003,987 Less accumulated depreciation for: 5,153 (6,226) 2,002,914 Buildings and improvements (982,689) (36,044) (1,018,733) Ground and site improvements (214,957) (4,347) (219,304) Equipment (111,277) (10,830) 5,896 (116,211) Total accumulated Depreciation kL308923)_ (51,221) 5,896 4L354.248) Total capital assets being depreciated, net 695,064 (46,068) (330) 648,666 Business -type activities capital assets, net 51,448,941 -$(46.068) 030) COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government $ 2,903,326 Public safety 4,679,371 Highways and streets 26,445,224 Sanitation 6,735,445 Health, education and welfare 2,150,098 Culture and recreation 3,392,892 Total depreciation expense — governmental activities Business -type activities: Kula'imano Elderly Housing Project Ouli Ekahi Affordable Housing Project Total depreciation expense — business -type activities $34,850 16,371 7. DEFERRED INFLOW OF RESOURCES Deferred inflow of resources consists of the following at June 30, 2018: Governmental activities: Real property taxes Liquor control revenue Sewer revenue Housing revenue Solid waste revenue 0 Capital Bond Other Total General Projects Redemption Governmental Governmental Fund Fund Fund Funds Funds $ 28,551,426 $ $ $ 28,551,426 192,480 192,480 1,283,202 1,283,202 25,055 25,055 1,660,118 1,660,118 Total presented in fund financial statements 28,743,906 2,968,375 31,712,281 Add deferred inflows of resources related to pensions & OPEB 14,532,816 14,532,816 Less adjustments for accrual of revenues J25,412,957I f2,968,3751 (28,381,332) Total government - wide financial statements 0 $ 17,863,765 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 8. LEASES The County leases machinery and equipment under noncancellable leases expiring at various dates through May 2023. These capital leases are financed from the resources of various funds. The estimated value of the leased machinery and equipment at the inception of the capital leases and accumulated depreciation, amounting to $12,928,097 and $2,246,204, respectively, and the related present value of the remaining obligations under the capital leases amounting to $8,112,577 at June 30, 2018 are included in capital assets and long-term debt, respectively. The County also leases land, office facilities and other equipment under noncancellable operating leases expiring through August 2045. Expenditures for such operating leases were $1,989,708 for the fiscal year ended June 30, 2018, The future minimum payments under capital and operating leases at June 30, 2018 are as follows: Capital Operating Leases Leases Year Ending June 30: 2019 $2,642,236 $ 869,639 2020 2,333,136 721,514 2021 1,963,872 598,626 2022 1,054,398 490,031 2023 527,904 454,007 2024 - 2028 354,856 2029 - 2033 17,324 2034 - 2038 900 2039 - 2043 900 2044 - 2048 390 Total minimum lease payments 8,521,546 $3,508,187 Less amount representing interest (408,969) Obligations under capital leases COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 9. SOLID WASTE LANDFILL CLOSURE AND POSTCLOSURE CARE COSTS Hilo Landfill The County owns and operates a landfill located in the city of Hilo. State and federal laws require the County to place covers on certain landfill sites and to monitor and maintain the sites for thirty years after the facility is closed. Although the closure and postclosure care costs will be paid near and after the date that the landfill stops accepting waste, the County recognizes a portion of the closure and postclosure care costs in each operating period. The liability for these costs is included in the government -wide statement of net position. The amount recognized each year is based on the landfill capacity used as of the statement of net position date. At June 30, 2018, the County recognized a liability of $21,782,000, based on the use of 98% of the estimated capacity of the landfill, During the fiscal year ended June 30, 2018, there was $387,000 in expenditures incurred for the closure of the landfill. The remaining $346,000 in estimated cost of closure and postclosure care will be recognized as the remaining estimated capacity is used, The estimated remaining useful life of the landfill is approximately one year, These amounts are based on what it would cost to perform the required closure and postclosure care in 2018. Actual costs at that time may be higher due to inflation, changes in technology, or changes in regulations. Landfill capacity estimates are based on volumes going into the landfill subsequent to the last available engineer's calculation. The volumes going into the landfill do not account for decomposition, settlement, and corrosion; therefore the estimates are revised when new engineering calculations, based on aerial photos and surveys, are available, The County's permit to operate the landfill expired October 9, 1998, The County filed for an extension which was approved by the State until permitted capacity is reached. In accordance with state statute, the County is allowed to continue operations provided that the County acts consistently with the permit previously granted and the extension application, plans, specifications and all other information contained therein, Kealakehe In October 1993, the County closed its Kealakehe landfill in Kona. Under state and federal requirements, the County would have to monitor and maintain this site for ten years from the closure date, However, the County anticipates monitoring and maintaining the site for thirty years because there is presently a subterranean fire which requires active management. The estimated cost of closure and postclosure is $17,059,000, based on what it would cost to perform the required closure and postclosure care in 2018, Actual costs may be higher due to inflation, changes in technology, or changes in regulations, Through June 30, 2018, $8,833,000 was spent on closure and postclosure care of the landfill, - 73 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The remaining estimated liability of $8,225,000 is included in the government -wide statement of net position. During the year ended June 30, 2018, $174,000 was spent on closure of the landfill. The County is providing financial assurance for postclosure care and remediation through self insurance as explained below. Pu'uanahulu In May 1993, the County contracted with a private company to construct and operate a new landfill on County land at Pu'uanahulu in West Hawai'i, The present contract calls for County employees to perform the daily operations of the landfill, and for the private company to retain the overall management as well as perform all construction work on the landfill cells, Under the terms of the contract, the County has no responsibility for remediation, closure or postclosure care. Accordingly, no liability for this landfill is included in the County's financial statements, Financial Assurance For fiscal year 2018, the County has provided for financial resources that will be available to provide for closure, postclosure care and remediation or containment of environmental hazards at the above landfills, except Pu'uanahulu, The Environmental Protection Agency's financial assurance rules include a local government financial test consisting of a financial component, a public notice component, and a recordkeeping component. Local governments are required to satisfy each of the three components to pass the annual test. Management believes that the County has satisfied each of the components of the local government financial assurance requirements, In fiscal year 2013, the County closed its two metal salvage facilities located near the Hilo and Kealakehe Transfer Stations, State law requires the County to perform necessary closure activities, including, but not limited to, the removal of all remaining solid waste and performing appropriate site assessments and remedial activities, The estimated liability ($13,144,000) for the remediation costs associated with these closures is included in the County's financial statements and is based on closure plans prepared by a science and engineering consultant contracted by the County, and the current value of costs expected to be incurred, The liability could change over time due to inflation or deflation, changes in technology, or changes in laws and regulations governing the remediation effort. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 10. LONG-TERM DEBT General Obligation Bonds The County issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. These bonds have been issued by the County for the primary government, component unit activities (see Note 14) and an improvement district. The 2010 Series B bonds were issued as bonds designated as "Recovery Zone Economic Development Bonds" under the American Recovery and Reinvestment Act of 2009, The County will receive a cash subsidy payment from the United States Treasury equal to 45% of the interest payable on the Series B bonds, The following is a summary of general obligation bond transactions reported in the governmental activities section of the government -wide statement of net position for the County for the fiscal year ended June 30, 2018: Bonds Issue Authorized Amount Bond Balance July 1. 2017 Issues 2007 Series A $ 85,000,000 2007 Series B 20,820,000 2007 Series C 10,787,388 2008 Series A 50,000,000 2010 Series A 26,493,750 2010 Series B 18,506,250 2013 Series A 58,509,892 2013 Series B 21,010,000 2013 Series C 18,470,000 2013 PI Series A 1,169,000 2016 Series A 99,620,000 2016 Series B 13,497,500 2016 Series C 44,835,000 2016 Series D 28,860,000 2016 Series 0 19,061,250 2016 Series F 10,040,000 2017 Series A 90,000,000 2017 Series B 2,540,000 2017 Series C 2,083,779 2017 Series D 43,475,000 2017 Series 0 685 000 $ 4,055,000 $ 4,950,000 5,504,568 4,675,000 4,177,500 16,020,000 51,088,253 15,655,000 15,365,000 1,125,981 99,620,000 13,497,500 44,835,000 28,860,000 19,061,250 10,040,000 90,000,000 2,540,000 2,083,779 43,475,000 685 000 665,463.809 Add unamortized premium 89,141.407 338,530,052 53,050,872 p $391.580.924 138,783,779 23,548,501 162,3 32, 280 Bond Balance Due Within Retirements June 30. 2018 One Year ($ 4,055,000) (4,950,000) (3,159,909) 2,344,659 -- (2,280,000) 2,395,000 2,395,000 (1,335,000) 2,842,500 1,387,500 (896,250) 15,123,750 933,750 (44,500.749) 6,587,504 2212,378 (1,950,000) 13,705,000 2,050,000 (1,655,000) 13,710,000 1,730,000 (22,400) 1,103,581 23,017 99,620,000 (1,100,000) 12,397,500 1.140,000 44,835,000 3,545,000 28,860,000 19,061,250 -- (3,305,000) 6,735,000 3,345,000 90,000,000 2,685,000 2,540,000 2,540,000 2,083,779 1,017,432 43,475,000 (685 000) (69,894,308) 407,419,523 25,004,077 (12.275.808) 64,323,565 5.267,284 LS82.170,116) p S30,271,361 $ $ COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 General obligation bonds payable reported in the governmental activities section on the government -wide statement of net position at June 30, 2018 are comprised of the following individual issues: Public improvement (PI) and/or refunding bonds: 2007 Series C at 4,0% to 5,0%, due through 2021 2008 Series A at 4.0% to 6,0%, due through 2018 2010 Series A at 4,0% to 5,0%, due through 2020 2010 Series B at 3.335% to 6,1%, due through 2030 2013 Series A at 2.0% to 5.0%, due through 2032 2013 Series B at 3.0% to 5.0%, due through 2023 2013 Series C at 4.0% to 5.0%, due through 2024 2013 PI Series A at 2.75%, due through 2048 2016 Series A at 3,0% to 5,0%, due through 2035 2016 Refunding Series B at 3.0% to 5,0%, due through 2026 2016 Refunding Series C at 5.0%, due through 2027 2016 Refunding Series D at 5,0%, due through 2028 2016 Refunding Series Eat 2.0% to 5.0%, due through 2029 2016 Taxable Series F at 1.2% to 1.55%, due through 2019 2017 Series A at 5.0%, due through 2037 2017 Refunding Series B at 3.0%, due through 2018 2017 Refunding Series C at 4,0% to 5.0%, due through 2019 2017 Refunding Series D at 3,0% to 5.0%, due through 2032 Total general obligation bonds payable $ 2,344,659 2,395,000 2,842,500 15,123,750 6,587,504 13,705,000 13,710,000 1,103,581 99,620,000 12,397,500 44,835,000 28,860,000 19,061,250 6,735,000 90,000,000 2,540,000 2,083,779 43,475,000 Annual debt service requirements to maturity for the above general obligation bonds are as follows: Governmental Activities Fiscal year ending June 30: Principal Interest 2019 $ 25,004,077 2020 23,200,061 2021 24,992,709 2022 26,406,084 2023 26,457,516 2024 — 2028 133,005,087 2029 — 2033 91,195,732 2034 — 2038 56,657,650 2039 — 2043 209,184 2044 — 2048 239,573 2049 51,850 $ 18,512,986 17,482,809 16,351,526 15,111,597 13,836,161 49,979,849 23,073,171 5,615,237 54,764 23,957 714 Total 4 O 7 - 76- I COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Refunded Bonds 2017Series B in fiscal year 2018, the County issued $2,540,000 in refunding bonds as the 2017 Series B general obligation bond issue. The refunding bonds have a true interest cost of 1,118% and were issued to advance refund $2,535,000 of the total callable bonds outstanding of the 2007 Series B general obligation bond issue, The bonds refunded bore interest at a rate of 4,000%, The par amount of $2,540,000 plus a premium of $61,290, minus $11,104 in underwriting fees, insurance and other issuance costs resulted in net proceeds of $2,590,186. The net proceeds were used to purchase U.S. government securities, which were deposited in an irrevocable trust administered by an escrow agent and provided full payment on the outstanding 2007 Series B refunded bonds on August 7, 2017. The bonds were considered defeased and are not included in the government -wide statement of net position. The County's total debt service requirements over the next year will decrease by $59,258 as a result of the refunding, and the net economic gain (difference between the present values on the old and new debt) after taking into account all allocable costs of issuance of the bonds was $66,537, 2017 Series C Also, in fiscal year 2017, the County issued $2,083,779 in refunding bonds as the 2017 Series C general obligation bond issue, The refunding bonds have a true interest cost of 1,142% and were issued to advance refund $2,152,260 of the total callable bonds outstanding of the 2007 Series C general obligation bond issue, The bonds refunded bore interest at rates ranging from 4.000% to 4,250%. The par amount of $2,083,779 plus a premium of $192,944, minus $13,748 in underwriting fees, insurance and other issuance costs resulted in net proceeds of $2,262,975. The net proceeds were used to purchase U.S. government securities, which were deposited in an irrevocable trust administered by an escrow agent and provided full payment on the outstanding 2007 Series C refunded bonds on August 7, 2017, The bonds were considered defeased and are not included in the government -wide statement of net position. The County's total debt service requirements over the next two years will decrease by $86,305 as a result of the refunding, and the net economic gain (difference between the present values on the old and new debt) after taking into account all allocable costs of issuance of the bonds was $90,811, COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 2017 Series D & E Also, in fiscal year 2018, the County issued $44,160,000 in refunding bonds as the 2017 Series D and E general obligation bond issue. The refunding bonds have a true interest cost of 2,515% and were issued to advance refund the $42,395,000 of the total callable bonds outstanding of the 2013 Series A general obligation bond issue. The bonds refunded bore interest rates of 5,000%, The par amount of $44,160,000 plus a premium of $5,743,063, minus $219,603 in underwriting fees, insurance and other issuance costs resulted in net proceeds of $49,683,460. The net proceeds were used to purchase U.S, government securities, which were deposited in an irrevocable trust administered by an escrow agent and will provide full payment on the outstanding 2013 Series A refunded bonds on September 1, 2022. The bonds were considered defeased and are not included in the government -wide statement of net position. The County's total debt service requirements over the next fifteen years will decrease by $3,166,915 as a result of the refunding, and the net economic gain (difference between the present values on the old and new debt) after taking into account all allocable costs of issuance of the bonds was $2,724,338. Bond Premiums At June 30, 2018, total unamortized bond premiums were $64,323,565, which are being amortized over the remaining life of the respective bond issues. Bonds Authorized and Unissued The County Council has authorized the issuance of $543,1 million in general obligation bonds to finance both specified and unspecified capital improvement projects. At June 30, 2018, $198,4 million was not yet issued, Subsequent Events On September 4, 2018, the County Council authorized the issuance of $3,699,000 in general obligation bonds for the County to finance specified capital improvement projects. The Improvement District is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general obligations of the County, COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 General Obligation Bond Anticipation Notes The following is a summary of general obligation bond anticipation note transactions reported in the government -wide statement of net position for the County for the fiscal year ended June 30, 2018: Issue Balance Balance Note No Amount July 1, 2017 Issues Retirements June 30, 2018 Series D, Note R-5 $ 5,000,000 $ 5,000,000 $ $(5,000,000) S Series ID ,R 5,000,000 5,000,000 (5,000,000) Series D, Note R-7 1,000,000 1,000,000 (1,000,000) Series D, Note R-8 1,000,000 1,000,000 -- (1,000,000) Series D, Note R-9 1,000,000 1,000,000 -- (1,000,000) Series D, Note R -I 0 1,000,000 1,000,000 -- (1,000,000) Series D, Note R-11 500,000 500,000 (500,000) Series D, Note R-12 500,000 500,000 -- (500,000) Series D, Note R-15 15,000,000 15,000,000 (15,000,000) Series D, Note R-16 8,000,000 8,000,000 -- (8,000,000) Series D, Note R-17 2,000,000 2,000,000 (2,000,000) Series D, Note R-18 5,000,000 5,000,000 (5,000,000) Series D, Note R-19 10,000,000 10,000,000 -- (10,000,000) Series D, Note R-20 4,800,000 4 800,000 (4,800,000) $ 59 800.000 $ 59.800.000 $ $ (59,800,000) State Revolving Fund Loans The County has obtained loans to assist in financing mandated wastewater projects from the State Water Pollution Control Revolving Fund (SRF), The purpose of this revolving fund is to provide low-interest, long-term loans and other financial assistance to the four counties in the state to finance construction of wastewater projects. The County has eleven projects approved for funding with these loans. The schedule below shows the County's SRF transactions for the fiscal year ended June 30, 2018: Loans Approved Loan Balance Loan Balance Due Within Authorized Amount July I, 2017 Additions Retirements June 30 2018 One Year Cesspool Conversion $ 8,363,773 $ 4,238,650 $ $ (436,794) $ 3,801,856 $ 438,981 Honoka'a LCC 4,513,158 2,689,276 (179,283) 2,509,993 180,181 Queen Lili'uokalani 9,421,732 6,508,120 (485,832) 6,022,288 488,265 Kalaniana'ole 7,847,045 5,296,111 519,371 (318,718) 5,496,764 354,255 Kealakehe VW TPAU 21,162,934 12,619,826 3,084,980 (710,445) 14,994.362 865,587 North Kona 3,454,500 923,908 731,696 1,655,604 39,502 Kealakehe Effluent Reuse 6,158,687 349,386 369,525 718.911 SH Landfill Closure 678,370 448,092 448 092 $61,600,199 $ 5.153,664 $(2,131,072) $35,647,M COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The remaining loans bear interest at 0,25% to 1,0% exclusive of a 0,25% to 0.75% loan fee, and require payments through fiscal year 2040. Debt service to maturity for disbursements to date on these projects are as follows: Governmental Activities Fiscal year ending June 30: 2019 2020 2021 2022 2023 2024 — 2028 2029 — 2033 2034 — 2038 2039 — 2040 Principal Interest $ 2,366,771 $ 264,504 2,448,115 248,008 2,479,667 229,313 2,490,296 210,643 2,501,061 191,806 11,980,434 706,356 8,761,256 248,543 2,562,389 29,990 57,881 478 Total $35,647, 870 $22129 641 Other General Long -Term Obligations The following is a summary of other general long-term obligations transactions for the fiscal year ended June 30, 2018: Governmental activities: Compensated absences Claims and judgments (see Note 12) Capital leases (see Note 8) Landfill costs payable (see Note 9) Pollution remediation (see Note 9) Other post employment benefit obligation (see Note 13) Total **Balance July 1. 2017 Additions* $39,485,902 14,435,693 6,565,580 29,523,000 15,542,639 $15,163,120 7,550,257 3,809,249 1,045,197 790,084 384,824,312 6,629,988 $490,377,126 Payments $ (13,512,043) (3,850,541) (2,262,252) (561,197) (3,188,464) Balance June 30. 2018 $(23,374,497) $41,136,979 18,135,409 8,112,577 30,007,000 13,144,259 391,454 300 Due Within One Year $10,153,091 3,561,859 2,463,618 432,012 5,300,000 $501,990,524 * Net of new claims liability and existing claims resolved at less than previous estimate, ** As restated, for impact of GASB 75. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Historically, the County's general fund has been used to liquidate the majority of other long- term liabilities, including the other post employment benefit obligation and the compensated absences since most employees are paid by the general fund, Fund Balances - Debt Service Funds The fund balance in the debt service funds at June 30, 2018 includes $30,639,530, which is reserved for principal payments on general obligation bonds and $2,756,951, which is reserved for the payment of interest on the bonds. Enterprise Fund Notes, Bond and Loan Payable On February 12, 2013, the County issued general obligation bonds on behalf of Kula'imano Elderly Housing Project (Project) to pay off its two notes payable to the U,S. Department of Agriculture, Farmers Home Administration with principal and interest balances aggregating $835,108, The Project is responsible for the debt service payment related to their portion of the bonds, which is also secured with the County's general obligation pledge. Because the Project is responsible for only a portion of the total bonds issued, it was decided that the Project would continue to make bond payments equivalent to its previous monthly installment payments of $7,826 on the old notes at 5,547% interest. Under this payment schedule, the Project will make contributions through 2025 of the bonds 2032 maturity date. The following is a summary of the Project's bond payable transactions for the fiscal year ended June 30, 2018: Balance at July 1, 2017 $ 651,747 Deductions .(59.251)_ Balance at June 30, 2018 592,496 Less current portion (62,622) Note payable, net of current portion 529 874 The following is a summary of the annual maturities for the enterprise fund bond payable: Business -type Activities Fiscal year ending June 30: Principal Interest 2019 $ 62,622 $ 29,533 2020 66,186 25,869 2021 69,952 21,997 2022 73,932 17,905 2023 78,139 13,580 2024 - 2026 241,665 13,476 Total $592.496 $122,360 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 On October 29, 2012, the County assumed the loan of its lessee Ouli Ekahi Partnership with the Hawaii Housing Finance and Development Corporation in the amount of $478,430, The loan is non-interest bearing and matures on February 27, 2041, In exchange, the County assumed ownership of the Ouli Ekahi project which consists of a 33 single family affordable rental housing project, The following is a summary of enterprise fund loan payable transactions for the fiscal year ended June 30, 2018: Balance at July 1, 2017 $272,902 Deductions (58.3931 Balance at June 30, 2018 214,509 Less current portion (29.2731 Loan payable, net of current portion $ 185.236 The following is a summary of the annual maturities for the enterprise fund loan payable: Business -type Activities Fiscal year ending June 30: Principal 2019 $ 29,273 2020 16,500 2021 16,500 2022 16,500 2023 16,500 2024 — 2028 82,500 2029 — 2031 36,736 Total $214,509 Special Assessment Bonds The County has issued general obligation bonds on behalf of Improvement District No. 18 for water improvements (see Note 4), These bonds were then refunded by a portion of the 2013 Series A Bonds that were issued, The Improvement District is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general obligations of the County, The improvement district's share of the refunded bonds matures annually through 2027 and bear interest at the previous rates of 4.375% to 4,75%, Total general obligation bonds payable included in the government -wide statement of net position were $994,665 at June 30, 2018. The County has also issued general obligation bonds on behalf of Improvement District No, 19 for water improvements (see Note 4). The Improvement District is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general - 82 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 obligations of the County. The improvement district's share of the refunded bonds matures annually through 2048 and bear interest at the previous rates of 2.75%. Total general obligation bonds payable included in the government -wide statement of net position were $1,103,581 at June 30, 2018, The bonds are secured by a first lien on the land benefited by the improvements, and are to be repaid from the annual assessments levied against the owners of the land, The County acts as an agent for the property owners within the improvement districts to collect assessments receivable, forward payments to bond -paying agents at appropriate dates and, if required, administer foreclosure proceedings, The following is a summary of bond transactions for Improvement District No, 18, Coastview/Wonderview Water Improvements, and No, 19, Kona Ocean View Properties Subdivision for the fiscal year ended June 30, 2018: Balance at July 1, 2017 $2,197,435 Deductions (99.1891 Balance at June 30, 2018 $2,098 246 The following is a summary of the annual maturities for the improvement district general obligation bonds: Fiscal year ending June 30: Princibal Interest 2019 $ 103,379 $ 74,470 2020 107,752 70,001 2021 112,317 65,336 2022 117,083 60,466 2023 122,057 55,382 2024 — 2028 692,918 192,456 2029 — 2033 159,482 105,150 2034 — 2038 182,650 81,663 2039 — 2043 209,185 54,764 2044 — 2048 239,573 23,957 2049 51,850 713 Total $2,098,246 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 11. COMMITMENTS AND CONTINGENCIES Contractual commitments — Contractual commitments for capital projects, expenses, and supplies at June 30, 2018, except in the enterprise funds, are reflected in the balance sheets as a part of the respective fund balance categories and are as follows: General fund $ 4,546,560 Capital projects fund 76,949,066 Bond redemption fund -- Nonmajor funds 6,913,235 $ 88 408 861 Contractual commitments for the enterprise funds were immaterial, Intergovernmental revenues — The County has received federal and state grants for specific purposes that are subject to review and audit by grantor agencies, Such audits could lead to requests for reimbursement to the grantor agency for expenditures disallowed under terms of the grants. In the opinion of management of the County, disallowed costs, if any, would not be material. Claims — Numerous claims and lawsuits have been filed against the County in the normal course of its operations, A liability for probable losses is included on the government -wide statement of net position (see Note 12). Although the outcome of the various claims and lawsuits is not presently determinable, in the opinion of the County's Corporation Counsel, the resolution of such matters will not have a material adverse effect on the financial condition of the County. ADA compliance — The County entered into a stipulated agreement, filed on June 4, 1998, which relates to the Department of Parks and Recreation (Parks), The agreement required Parks to establish practices, policies and procedures regarding its programs, and prepare a transition plan by the middle of the year 2000, The self-evaluation and transition plan for programs, practices and procedures has been completed and approved by the County Council. The cost impact of implementation is not material because the necessary modifications are primarily procedural, The second part of this stipulated agreement is the reevaluation of all County facilities, which was completed and accepted by the County Council on June 30, 2000. Approximately 240 County facilities were surveyed as part of this effort. The tentative completion date of all necessary repairs and renovations was 12 years from the date the County Council accepted the self-evaluation, The initial (1997-2000) estimated cost of the facilities repairs was $15,1 million, which would have been spent over the 12 -year period, Funding allocated initially for facilities repairs was $17.5 million, with another $4 million of federal funding anticipated through community development block grants over the next 2 years, The Department of Public Works has requested an additional $2 million a year for the other County ADA facilities' project, Because of severe disparities that surfaced between the original ADA projects' scoping and construction estimates and actual scopes and costs, as -84- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 well as time/delivery issues that came into play because of necessary permits and reviews, and design professionals' costs that weren't factored into the effort, the County sought relief from the Court in the form of both a time extension and reprioritization of sites, As a result, the County obtained approval of a modified 4 -year plan wherein accessibility improvements would be required to be completed by December 31, 2016 at 35 remaining park sites, At this time, a new target completion date is being discussed, The balance of the inaccessible sites would be deferred indefinitely pending improvement/enhancement projects that would inherently trigger accessibility improvements due to the nature of scoping and applicable ADA requirements. Of the 35 remaining parks requiring accessibility improvements, 15 have been completed, 3 are in construction though substantially completed, 7 are in design, and 10 are either pending consultant selection or finalization of contract, A project that was previously deferred was placed back into the plan in the pending consultant selection category. The County has currently encumbered or spent more than $17,6M on these projects. The County had spent $42,0 million for the construction and design fees to complete 50 park facilities (some having multiple ADA work being completed) prior to the development of the modified four year plan, In addition, the County's ADA coordinator (Equal Opportunity Officer) has access to an identifiable account of at least $50,000 to handle requests for reasonable accommodations for County departments; and the procedures for these requests have been finalized and are available on the Human Resources Department's Equal Opportunity and the ADA web page. Also, Parks has a Recreation Specialist who reviews and investigates requests for reasonable accommodations, and recommends specific actions on those requests, 12. RISK MANAGEMENT The County is exposed to various risks of losses related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters. The County obtains insurance for property (including coverage on a high deductible basis for natural disasters of hurricane, flood and earthquake). It also purchases insurance for flood on selected structures, medical malpractice for emergency medical services, aviation liability for helicopter operations, retired senior volunteers liability coverage, auto liability for mass transit buses and privately owned police vehicles, and auto physical damage coverage on County Police fleet vehicles and the Kohala Ranch fire truck, The County also obtains property coverage on several County housing projects (Kula'imano, Ouli Ekahi and Ulu Wini). There was no reduction in insurance coverage during the year from coverage in the prior year. During the past three fiscal years, the amount of settlements in cases covered by insurance has not exceeded the insurance coverage, The County is substantially self-insured for general liability, the majority of its vehicles as well as for all other exposure including workers' compensation, As such, emphasis is placed on claims management and safety/risk control to mitigate loss costs, The liability for claims and judgments is reported on the government -wide statement of net position and the majority will be liquidated from the County's general fund, COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Liabilities are reported when it is probable that a loss has occurred and the amount of that loss can be reasonably estimated. These losses include an estimate of claims that have been incurred but not reported (IBNR). Claim liabilities, including IBNR, are based on the estimated ultimate cost of settling the claims, and include incremental costs for the hiring of special counsel and expert witnesses, Claims liabilities are estimated by a case-by-case review of all claims and the application of historical experience to outstanding claims, Estimates of IBNR are based on historical experience, The liability for claims and judgments is reported on the government -wide statement of net position, At June 30, 2018, the amount of this liability was $18,135,409, This is the County's best estimate based on available information. Changes in the reported liability since July 1, 2016 are given below, Balance at July 1, 2016 Incurred claims (including IBNR)* Claim payments Balance at June 30, 2017 Incurred claims (including IBNR)* Claim payments Balance at June 30, 2018 General Liability $ 2,490,086 199,478 (395,362) Workers' Compensation $ 11,369,410 4,278,619 (3,506,538) Total Liability $ 13,859,496 4,478,097 (3,901.900) $ 2,294.202 $ 12.141.49J $ 14,435.693 (177,100) 7,727,357 7,550,257 (219.379) (3,631,162) (3,850,541) & 1.897.723 $ 16237,686 $ 18,135409 *Net of new claims liability and existing claims resolved at less than previous estimate. 13. EMPLOYEE BENEFIT PLANS Pensions — Employees' Retirement System of the State of Hawaii Pension Plan Description - All eligible employees of the State and counties are provided with pensions through a cost-sharing multiple -employer defined benefit pension plan administered by the Employees' Retirement System of the State of Hawai'i (ERS). Benefit terms, eligibility, and contribution requirements are established by HRS Chapter 88 and can be amended through legislation. The ERS issues a publicly available financial report that can be obtained at ERS's website: http://ers.ehawaii.gov/. Benefits Provided - The ERS provides retirement, disability, and death benefits that are covered by the provisions of the noncontributory, contributory, and hybrid retirement plans. The three plans provide a monthly retirement allowance equal to the benefit multiplier (generally 1.25% or 2%) multiplied by the average final compensation multiplied by years of credited service. The benefit multiplier decreased by 0.25% for new hybrid and contributory plan members hired after June 30, 2012. Average final compensation is based on the five highest paid years of service excluding the payment of salary in lieu of vacation for members hired after June 30, 2012. For those hired between January 1, 1971 and June 30, 2012, AFC is based on the three highest paid years of service excluding the payment of salary in lieu of vacation. If the employee was hired prior to January 1, 1971, the AFC is the average salary - 86 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 earned during the five highest paid years of service, including the payment of salary in lieu of vacation, or three highest paid years of service, excluding the payment of salary in lieu of vacation, For members hired before July 1, 2012, the original retirement allowance is increased by 2.5% each July 1 following the calendar year of retirement. This cumulative benefit is not compounded and increases each year by 2.5% of the original retirement allowance without a ceiling (2,5% of the original retirement allowance the first year, 5.0% the second year, 7.5% the third year, etc.), For members hired after June 30, 2012 the post-retirement annuity increase was decreased to 1,5% per year. Retirement benefits for certain groups, such as police officers, firefighters, some investigators, sewer workers, judges, and elected officials, vary from general employees, Noncontributory Plan Retirement Benefits - General employees' retirement benefits are determined as 1,25% of average final compensation multiplied by the years of credited service, Employees with 10 years of credited service are eligible to retire at age 62. Employees with 30 years of credited service are eligible to retire at age 55, Disability Benefits - Members are eligible for service -related disability benefits regardless of length of service and receive a lifetime pension of 35% of their average final compensation. Ten years of credited service is required for ordinary disability. Ordinary disability benefits are determined in the same manner as retirement benefits but are payable immediately, without an actuarial reduction, and at a minimum of 12.5% of average final compensation. Death Benefits - For service -connected deaths, the surviving spouse/reciprocal beneficiary receives a monthly benefit of 30% of the average final compensation until remarriage or re-entry into a new reciprocal beneficiary relationship. Additional benefits are payable to surviving dependent children up to age 18. If there is no spouse/reciprocal beneficiary or dependent children, no benefit is payable, Ten years of credited service is required for ordinary death benefits, For ordinary death benefits, the surviving spouse/reciprocal beneficiary (until remarriage/reentry into a new reciprocal beneficiary relationship) and dependent children (up to age 18) receive a benefit equal to a percentage of member's accrued maximum allowance unreduced for age or, if the member was eligible for retirement at the time of death, the surviving spouse/reciprocal beneficiary receives 100% joint and survivor lifetime pension, COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Contributory Plan for Employees Hired Prior to July 1. 2012 Retirement Benefits - General employees' retirement benefits are determined as 2% of average final compensation multiplied by the years of credited service, General employees with 5 years of credited service are eligible to retire at age 55. Police and firefighters' retirement benefits are determined as 2,5% of average final compensation for each year of service up to a maximum of 80%, Police and firefighters with 10 years of credited service are eligible to retire at age 55. Disability Benefits - Members are eligible for service -related disability benefits regardless of length of service and receive a lifetime pension of 50% of their average final compensation. Ten years of credited service is required for ordinary disability, Ordinary disability benefits are determined as 1.75% of average final compensation multiplied by the years of credit services and are payable immediately, without an actuarial reduction, and at a minimum of 30% of average final compensation. Death Benefits - For service -connected deaths, the surviving spouse/reciprocal beneficiary receives a lump sum payment of the member's contributions and accrued interest plus a monthly benefit of 50% of the average final compensation until remarriage or re-entry into a new reciprocal beneficiary relationship, If there is no surviving spouse/reciprocal beneficiary, surviving children (up to age 18) or dependent parents are eligible for the monthly benefit. If there is no spouse/reciprocal beneficiary or dependent children/parents, the ordinary death benefit is payable to the designated beneficiary, Ordinary death benefits are available to employees who were active at time of death with at least 1 year of service. Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest plus a percentage of the salary earned in the 12 months preceding death, or 50% Joint and Survivor lifetime pension if the member was not eligible for retirement at the time of death but was credited with at least 10 years of service and designated one beneficiary, or 100% Joint and Survivor lifetime pension if the member was eligible for retirement at the time of death and designated one beneficiary, Contributory Plan for Employees Hired After June 30. 2012 Retirement Benefits — General employees' retirement benefits are determined as 1,75% of average final compensation multiplied by the years of credited service, General employees with 10 years of credited service are eligible to retire at age 60. Police and firefighters' retirement benefits are determined as 2,25% of average final compensation for each year of service up to a maximum of 80%, Police and firefighters with 10 years of credited service are eligible to retire at age 60, - 88 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Disability and Death Benefits - Members are eligible for service -related disability benefits regardless of length of service and receive a lifetime pension of 50% of their average final compensation plus refund of contributions and accrued interest, Ten years of credited service is required for ordinary disability, Ordinary disability benefits are 1,75% of average final compensation for each year of service for police and firefighters and are payable immediately, without an actuarial reduction, at a minimum of 30% of average final compensation. Death benefits for contributory plan members hired after June 30, 2012 are generally the same as those for contributory plan members hired June 30, 2012 and prior. Hybrid Plan for Employees Hired Prior to July 1, 2012 Retirement Benefits - General employees' retirement benefits are determined as 2% of average final compensation multiplied by the years of credited service. General employees with 5 years of credited service are eligible to retire at age 62. General employees with 30 years of credited service are eligible to retire at age 55. Disability Benefits - Members are eligible for service -related disability benefits regardless of length of service and receive a lifetime pension of 35% of their average final compensation plus refund of their contributions and accrued interest. Ten years of credited service is required for ordinary disability. Ordinary disability benefits are determined in the same manner as retirement benefits but are payable immediately, without an actuarial reduction, and at a minimum of 25% of average final compensation. Death Benefits - For service -connected deaths, the surviving spouse/reciprocal beneficiary receives a lump sum payment of the member's contributions and accrued interest plus a monthly benefit of 50% of the average final compensation until remarriage or re-entry into a new reciprocal beneficiary relationship, If there is no surviving spouse/reciprocal beneficiary, surviving children (up to age 18) or dependent parents are eligible for the monthly benefit. If there is no spouse/reciprocal beneficiary or dependent children/parents, the ordinary death benefit is payable to the designated beneficiary. Ordinary death benefits are available to employees who were active at time of death with at least 5 years of service. Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest multiplied by 150%, or 50% Joint and Survivor lifetime pension if the member was not eligible for retirement at the time of death but was credited with at least 10 years of service and designated one beneficiary, or 100% Joint and Survivor lifetime pension if the member was eligible for retirement at the time of death and designated one beneficiary. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Hybrid Plan for Employees Hired After June 30, 2012 Retirement Benefits - General employees' retirement benefits are determined as 1.75% of average final compensation multiplied by the years of credited service. General employees with 10 years of credited service are eligible to retire at age 65, Employees with 30 years of credited service are eligible to retire at age 60, Sewer workers, water safety officers, and EMTs may retire with 25 years of credited service at age 55, Disability and Death Benefits - Provisions for disability and death benefits generally remain the same except for ordinary death benefits. Ordinary death benefits are available to employees who were active at time of death with at least 10 years of service, Ordinary death benefits consist of a lump sum payment of the member's contributions and accrued interest multiplied by 120%, or 50% Joint and Survivor lifetime pension if the member was not eligible for retirement at the time of death and designated one beneficiary, or 100% Joint and Survivor lifetime pension if the member was eligible for retirement at the time of death and designated one beneficiary, Contributions - Contributions are established by HRS Chapter 88 and may be amended through legislation. The employer rate is set by statute based on the recommendations of the ERS actuary resulting from an experience study conducted every five years, Since July 1, 2005, the employer contribution rate is a fixed percentage of compensation, including the normal cost plus amounts required to pay for the unfunded actuarial accrued liabilities. The contribution rates for fiscal year 2018 were 28.00% for police and firefighters and 18,0% for all other employees, Contributions to the pension plan from the County for the year ended June 30, 2018, 2017, and 2016 were $41,562,933, $36,157,981, and $34,013,001, respectively, The employer is required to make all contributions for members in the noncontributory plan. For contributory plan employees hired prior to July 1, 2012, general employees are required to contribute 7.8% of their salary and police and firefighters are required to contribute 12.2% of their salary, For contributory plan employees hired after June 30, 2012, general employees are required to contribute 9,8% of their salary and police and firefighters are required to contribute 14.2% of their salary. Hybrid plan members hired prior July 1, 2012 are required to contribute 6,0% of their salary, Hybrid plan members hired after June 30, 2012 are required to contribute 8,0% of their salary, Pension liabilities, pension expense, and deferred outflows of resources and deferred inflows of resources related to pensions At June 30, 2018, the County reported a liability of $609,904,199 for its proportionate share of the net pension liability. The net pension liability was measured as of June 30, 2017, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date. The County's proportion of the net pension liability was based on the actual employer contributions to the pension plan relative to the contributions of all participating employers, At June 30, 2017, the - 90 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 County's proportion was 4,71%, which was an increase of .09% from its proportion measured as of June 30, 2016, For the year ended June 30, 2018, the County recognized pension expense of $92,511,891, At June 30, 2018, the County reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes in assumptions Changes in proportion and differences between employer contributions and proportionate share of contributions County contributions subsequent to the measurement date Total Deferred Outflows of Resources Deferred Inflows of Resources $ 25,210,950 100,395,484 18,917,862 41,562,933 $ 4,633,386 2,012,081 5,696,826 $41,562,933 reported as deferred outflows of resources related to the County's contributions to the pension plan subsequent to the measurement date will be recognized as a reduction of the net pension liability in the fiscal year ended June 30, 2019, Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Fiscal Year Ending June 30, 2019 2020 2021 2022 2023 Net Deferred Outflows (Inflows of Resources $ 32,463,241 45,010,605 37,910,320 15,213,292 1,584,545 $ 132,182 003 Actuarial assumptions — The total pension liability in the June 30, 2017 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2.50% Payroll growth rate 3.50% per annum - 91 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Salary increases Investment rate of return Cost of living adjustments 3,50% - 7.00%, including inflation 7.00% per annum, including inflation 2,50% / 1.50% Mortality rates used in the actuarial valuation as of June 30, 2017 were based on the following: Active members — Multiples of the RP 2014 mortality table for active employees based on the occupation of the member. Healthy retirees — The 2016 Public Retirees of Hawai'i mortality table, generational projection using the BB projection table from the year 2016 and with multipliers based on plan and group experience. Disabled retirees — Base Table for healthy retiree's occupation, set forward 5 years, generational projection using the BB projection table from the year 2016, Minimum mortality rate of 3,5% for males and 2.5% for females. The actuarial assumptions used in the June 30, 2017 valuation were based on the results of an actuarial experience study for the five-year period ending June 30, 2015. The major changes to assumptions resulting from the 2015 actuarial experience study were (1) a decrease in the investment return assumption from 7.65% to 7.00% and (2) the mortality assumptions were modified to assume longer life expectancies as well as to reflect continuous mortality improvement. ERS updates their experience studies every five years. The long-term expected rate of return on pension plan investments was determined using a building-block method in which best -estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation, The target allocation and best estimates of geometric rates of return for each major asset class are summarized in the following table: Strategic Allocation (Risk -Based Classes) Broad growth Crisis risk offset Real return Principal protection Target Allocation 63.00% 20,00% 10,00% 7.00% 100.00% *Uses an expected inflation rate of 2.25% Long -Term Expected Rate of Return* 8.05% 5.35% 5.80% 2.45% -92- Long -Term Expected Real Rate of Return 5.80% 3,10% 3.55% 0,20% COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Discount rate — The discount rate used to measure the total pension liability was 7,00%, which was the same rate used at the prior measurement date, The projection of cash flows used to determine the discount rate assumed that employee contributions will be made at the current contribution rate and that contributions from the County will be made at statutorily required rates, actuarially determined, Based on those assumptions, the pension plan's fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees, Therefore, the long-term expected rate of return on pension plan investments was applied to all periods of projected benefit payments to determine the total pension liability. Sensitivity of the County's proportionate share of the net pension liability to changes in the discount rate — The following presents the County's proportionate share of the net pension liability calculated using the discount rate of 7.00%, as well as what the County's proportionate share of the net pension liability would be if it were calculated using a discount rate that is 1 -percentage -point lower (6.00%) or 1 -percentage -point higher (8,00%) than the current rate: I% Decrease (6,00%) County's proportionate share of the net pension liability 800,723,468 Current Discount Rate (7.00%) I % Increase (8.00%) _609,904,199 $ 452,563,954 Pension plan fiduciary net position — Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS Comprehensive Annual Financial Report that includes financial statements and required supplementary information. Payables to the pension plan — At June 30, 2018, the annual amount payable to the ERS totaled $5,481,792, which represents the employer contribution for the second half of the month of June 2018, as required by HRS, and the excess pension cost under Act 153/SLH 2 - 12 REFER HRS Section 88-100 for fiscal year ended June 30, 2018. Other Pension Plans - County of Hawaii Bandsmen Pension System The County also sponsors a nonqualified, governmental single employer defined benefit pension plan for members of the County Band (County of Hawai'i Bandsmen Pension System) who are or were ineligible for benefits under ERS and whose employment began before June I, 1990, Under HRS Chapter 88, the County Pension provides retirement benefits that are computed based on the average annual salary during the last 10 years of employment with a minimum pension amount of $50 per month. There are no assets accumulated in a trust for the payment of benefits. As of the valuation date of June 30, 2017, there were 23 inactive employees or beneficiaries receiving benefits; 9 inactive employees not yet receiving benefit payments; and 8 active members, - 93 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Pension liabilities, pension expense, and deferred outflows of resources and deferred inflows of resources related to pensions — At June 30, 2018, the County reported a liability of $1,087,972. The total pension liability was measured as of June 30, 2018 based on an actuarial valuation as of June 30, 2017, For the year ended June 30, 2018, the County recognized pension payments of $58,808 and a deferred inflow of resources of $49,924, Actuarial assumptions — The total pension liability in the June 30, 2017 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement: Inflation 2,50% Payroll growth rate 3.50% per annum Salary increases 3,50%, including inflation Cost of living adjustments 2.50% Except for the salary increase and retirement rate assumptions, all other demographic assumptions are the same as those used to measure the total pension liability under the ERS plan, The discount rate used to measure the County's total pension liability was 3.56% based on the daily municipal bond rate closest to but not later than the measurement date of the Fidelity "20 -Year Municipal GO AA Index". The following presents the County's total pension liability calculated using the discount rate of 3,56%, as well as what the County's total pension liability would be if it were calculated using a discount rate that is I -percentage -point lower (2,56%) or 1 -percentage -point higher (4,56%) than the current rate: County's total pension liability I % Decrease Current Discount I % Increase (2.56%) Rate (3.56%) (4,56%) $ 1 331.977 $ 1 146780 $_997366 Schedule of Changes in Total Pension Liability Measurement year ending June 30, 2018 Total Pension Liability Benefit Payments 2 58.808 Net Change in Total Pension Liability (58,808) Total Pension Liability — Beginning 1 146 780 Total Pension Liability — Ending $ 1,087,972 -94- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Post -Retirement Benefits In addition to providing pension benefits, the County is required by state statute (HRS Chapter 87A) to contribute to the Hawaii Employer -Union Health Benefits Trust Fund (the EUTF). The EUTF is an agent, multiple -employer defined benefit plan providing certain healthcare and life insurance benefits to all qualified retirees, active employees, their dependents and their beneficiaries. Benefits Provided Chapter 87A of the HRS grants the authority to establish and amend the benefit terms to the board of trustees of the EUTF. The EUTF currently provides medical, prescription drug, dental, vision, chiropractic, supplemental medical and prescription drug, and group life insurance benefits for retirees and their dependents, The following table provides a summary of the number of employees covered by the benefit terms as of July 1, 2017. Inactive employees or beneficiaries currently receiving benefits 1,595 Inactive employees entitled but not yet receiving benefit payments 218 Active employees 2.394 4,207 Contributions — The County's contribution levels are established by Chapter 87A of the HRS. For the fiscal year ended June 30, 2018, the County was required to contribute a minimum amount equal to at least 80% of the annual required contribution (ARC), as determined by an actuary retained by the board of trustees of the EUTF, The county will be required to contribute 100% of the ARC starting in fiscal year 2019, The ARC represents a level of funding that is sufficient to cover, 1) the normal cost, which is the cost of the other postemployment benefits attributable to the current year of service; and 2) an amortization payment, which is a catch-up payment for past service costs to fund the unfunded actuarial accrued liability over the next thirty years, For the fiscal year ended June 30, 2018, contributions to the OPEB Plan form the County totaled $32,829,013 which resulted in an average contribution rate of approximately 18.8% of covered -employee payroll, For employees hired prior to July 1, 1996, the County pays the entire monthly healthcare premium for employees retiring with 10 or more years of credited service, and 50% of the monthly premium for employees retiring with fewer than 10 years of credited service. The current (pay-as-you-go) premium costs are paid by the respective funds but the net other postemployment benefit obligation is paid by the General Fund. For employees hired after June 30, 1996, and who retire with fewer than 10 years of service, the County makes no contributions, For those retiring with at least 10 years but fewer than 15 years of service, the County pays 50% of the retired employees' monthly Medicare or non - Medicare premium. For employees hired after June 30, 1996, and who retire with at least 15 years but fewer than 25 years of service, the County pays 75% of the retired employees' COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 monthly Medicare or non -Medicare premium, For those retiring with over 25 years of service, the County pays the entire healthcare premium, For employees hired after June 30, 2001, and who retire with fewer than 10 years of service, the County makes no contributions, For those retiring with at least 10 years but fewer than 15 years of service, the County pays 50% of the retired employees' monthly Medicare or non - Medicare premium based on the self -plan. For employees hired after June 30, 2001, and who retire with at least 15 years but fewer than 25 years of service, the County pays 75% of the retired employees' monthly Medicare or non -Medicare premium; for those retiring with over 25 years of service, the County pays the entire healthcare premium. For active employees, the employee's contributions are based upon negotiated collective bargaining agreements. Employer contributions for employees not covered by collective bargaining agreements and for retirees are prescribed by the HRS. Net OPEB liability — The County's net OPEB liability was measured as of July I, 2017, and the total OPEB liability used to calculate the net OPEB liability was determined by an actuarial valuation as of that date, There were no changes between the measurement date, July 1, 2017, and the reporting date, June 30, 2018, that are expected to have a significant effect on the net OPEB liability, Actuarial assumptions — The total OPEB liability in the July 1, 2017 actuarial valuation was determined using the following actuarial assumptions, applied to all periods included in the measurement, unless otherwise specified: Inflation Salary increases Investment rate of return Healthcare cost trend rates PPO HMO Part B & base monthly contribution Dental Vision Life insurance 2.50% 3,50% - 7,00%, including inflation 7,00% Initial rates of 6,60%, 6.60% and 9,00%; declining to a rate of 4,86% after 14 years Initial rate of 9,00%; declining to a rate of 4,86% after 14 years Initial rates of 2,00% and 5.00%; declining to a rate of 4.70% after 14 years 3,50% 2.50% 0.00% Mortality rates used in the actuarial valuation as of July 1, 2017 were based on the following: Active members — Multiples of the RP 2014 mortality table for active employees based on the occupation of the member, -96- COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 Healthy retirees The 2016 Public Retirees of Hawaii mortality table, generational projection using the BB projection table from the year 2016 and with multipliers based on plan and group experience. Disabled retirees — Base Table for healthy retiree's occupation, set forward 5 years, generational projection using the BB projection table from the year 2016. Minimum mortality rate of 3.5% for males and 2.5% for females, The actuarial assumptions used in the July 1, 2017 valuation were based on the results of an actuarial experience study for the five-year period ending June 30, 2015, The long-term expected rate of return on OPEB plan investments was determined using a building-block method in which best -estimate ranges of expected future real rates of return (expected returns, net of pension plan investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target allocation and best estimates of arithmetic rates of return for each major asset class are summarized in the following table: Strategic Allocation (Risk -Based Classes) U.S. Equity International Equity U.S, Microcap Private Equity REITs Core Real Estate Global Options Core Bonds Long Treasuries Trend Following TIPS Target Allocation 19,00% 19.00% 7,00% 10.00% 6.00% 10.00% 7,00% 3,00% 7.00% 7,00% 5.00% 100.00% Long -Term Expected Real Rate of Return 5.50% 7.00% 7.00% 9,25% 5,85% 3,80% 5.50% ,55% 1.90% 1,75% 0.50% Discount rate — The discount rate used to measure the total OPEB liability was 7.00%. The projection of cash flows used to determine the discount rate assumed that the County will fund the recommended actuarially determined contribution, which is based on layered, closed amortization periods, Based on those assumptions, the OPEB plan's fiduciary net position is projected to be available to make all projected future benefit payments of current plan members. Therefore, the long-term expected rate of return on OPEB plan investments was applied to all periods of projected benefit payments to determine the total OPEB liability. - 97 - COUNTY OF HAWAI'I Notes to the Basic Financial Statements June 30, 2018 Changes in the Net OPEB Liability: The following schedule presents the changes in the net OPEB liability for the fiscal year ending June 30, 2018: Balance at June 30, 2017 Changes for the fiscal year: Service cost Interest on the total OPEB liability Employer contributions Net investment income Benefit payments Administrative expense Other Total OPEB Liability (a) $ 489,025,992 11,757,502 34,046,407 (17,054,987) Increase (Decrease) Plan Fiduciary Net Position (b) $ 104,201,680 Net changes $ 28,748,922 Balance at June 30, 2018 $ 517,74 914 28,549,987 10,380,705 (17,054,987) (23,228) 266,457 Net OPEB Liability (a) -(b) $ 384,824,312 11,757,502 34,046,407 (28,549,987) (10,380,705) $ 22,118,934 23,228 266,457) $ 6,629,988 $ 391,454,300 Sensitivity of the net OFEB liability to changes in the discount rate — The following presents the net OPEB liability of the County, as well as what the County's net OPEB liability would be if it were calculated using a discount rate that is 1 -percentage -point lower (6,00%) or 1 - percentage -point higher (8.00%) than the current discount rate: County's net OPEB liability $ I % Decrease Current Discount I % Increase (6,00%) Rate (7.00%) (8,00%) 476.738..728 $ 391.454.300 322 982 081 Sensitivity of the net OFEB liability to changes in the healthcare cost trend rates — The following presents the net OPEB liability of the County, as well as what the County's net OPEB liability would be if it were calculated using a healthcare cost trend rate that is 1 - percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current discount rate: Current Healthcare Cost I% Decrease Trend Rate I % Increase County's net OPEB liability 319204428 _ _391,454,300 $ 483,074,420 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 For the year ended June 30, 2018, the County recognized OPEB expense of $37,320,574, At June 30, 2018, the County reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of of Resources Resources Net difference between projected and actual earnings on OPEB plan investments $ 2,140,599 County contributions subsequent to the measurement date 32,829.013 Total 32,829,013 $ 2,140,599 $32,829,013 reported as deferred outflows of resources related to the County's contributions to the OPEB plan subsequent to the measurement date will be recognized as a reduction of the net OPEB liability in the fiscal year ended June 30, 2019, Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Fiscal Year Ending June 30. Amount 2019 $ (535,150) 2020 (535,150) 2021 (535,150) 2022 (535,149) S (2,140,599) The EUTF issues a publicly available financial report that includes financial statements and required supplementary information, which is available on-line at their web -site www,eutf,hawaii.gov or by contacting them at P.O. Box 2121, Honolulu, HI 96805-2121, Deferred Compensation Plan County employees are permitted to participate in a deferred compensation plan of the State of Hawai'i, adopted pursuant to Internal Revenue Code (IRC) section 457. The plan permits eligible employees to defer a portion of their salary until future years by contributing to a fund managed by a plan administrator, The deferred compensation amounts are not available to employees until termination, retirement, death, or unforeseeable emergency. COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 All plan assets are held in a trust fund to protect them from claims of general creditors and from diversion to any uses other than paying benefits to participants and beneficiaries, The County has no responsibility for loss due to the investment or failure of investment of funds and assets in the plans, but does have the duty of due care that would be required of an ordinary prudent investor. Therefore, the deferred compensation plan assets are not reported in the accompanying basic financial statements. 14. COMPONENT UNIT DISCLOSURES Deposits and Investments At June 30, 2018, the carrying amount of cash, time certificates of deposit and money market funds of $54,173,984, with bank balances of $55,178,034 were held by the County on behalf of the Department, These balances were fully insured or collateralized with securities held by the County's agent in the County's name. The deposits and investments include cash received by the Department that is restricted as to use and is recorded as a restricted asset. Such funds amounted to $888,225 at June 30, 2018, At June 30, 2018, the Department had $25,000,000 in investments, Capital Assets The Department began operations as of January 1, 1950, At that date, the utility plant in service was transferred to the Department from the County at the cost of the utility plant assets acquired by the County for its water system from January 1, 1924 to December 31, 1949, less accumulated depreciation. Acquisitions prior to 1924 and acquisitions by gift or grant prior to 1950 are not included in utility plant, Additions to utility plant since January 1, 1950 are stated at original cost and include contributions by governmental agencies, private subdividers and customers at their cost or estimated cost. Construction costs include amounts for contract work, engineering supervision and other direct and indirect costs. Construction period interest is capitalized on utility plan constructed with tax-exempt debt. Depreciation on the Department's utility plant assets in service is computed using the straight-line method over the estimated useful lives of the assets as follows: Structures and improvements Machinery and equipment Water systems 40 to 50 years 5 to 25 years 10 to 40 years - 100 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 The capital assets of the Department at June 30, 2018 were as follows: Utility plant in service Less: accumulated depreciation Preliminary survey and investigation charges Construction work in progress Land and rights Net capital assets $504,994,061 (248.865.070) 256,128,991 5,840,355 35,899,247 5,194,398 $303,062,991 Long -Term Debt The County has issued general obligation bonds on behalf of the Department, The Department is responsible for the payment of the debt service on these bonds, but the County remains liable because they are general obligations of the County, The Department has recorded a liability for these general obligation bonds, which amounted to $27,435,593 at June 30, 2018, General obligation bonds payable issued on behalf of the Department and other long-term debt at June 30, 2018 are comprised of the following: Public improvement bonds: 2004 Series D at 4.5%, due through 2039 2008 Series A at 4,125%, due through 2043 2010 Series A at 4.0% to 5.0%, due through 2020 2010 Series B at 3.33% to 6.1%, due through 2030 Total public improvement bonds Public improvement refunding bonds: 2007 Series C at 4.0% to 5.0%, due through 2021 2016 Series B at 3.0% to 5.0%, due through 2026 2016 Series E at 2,0% to 5.0%, due through 2029 2017 Series C at 4,0% to 5,0%, due through 2019 Revolving fund loans: State revolving fund loans, interest up to 1.37%, due through 2038 Total long-term debt Add: Unamortized premium Total -101- $ 207,117 126,914 947,500 5.041250 6,322,781 1,250,341 12,397,500 6,353,750 1,111,221 45359.733 72,795,326 1.728.197 $14,523,523 COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 At June 30, 2018, future principal and interest payment s for long-term debt are scheduled as follows: Fiscal year ending June 30: 2019 2020 2021 2022 2023 2024 — 2028 2029 — 2033 2034 — 2038 2039 - 2043 Total Principal Interest $ 5,140,705 5,542,854 5,673,535 5,795,041 4,779,663 24,141,307 13,908,854 7,588,097 225,270 Contributions in Aid of Construction Total $ 1,984,477 1,809,817 1,608,870 1,402,349 1,212,379 3,657,246 1,071,267 244,614 6,694 $ 7,125,182 7,352,671 7,282,405 7,197,390 5,992,042 27,798,553 14,980,121 7,832,711 231 964 $$5,793,039 The Department recognized $8,122,713 of contributions in aid of construction for the fiscal year ended June 30, 2018. Commitments and Contingent Liabilities Claims and judgments — The Department maintains property, auto liability, and general liability insurance policies, The Department remains self-insured for workers' compensation and other perils, The liability at June 30, 2018 for workers' compensation claims of $684,000 was estimated based on a combination of case-by-case review and the application of historical experience to outstanding claims, Construction contracts — The Department is obligated under construction contracts for the utility plant and other projects. Such commitments approximated $14,525,161 at June 30, 2018, Pension Plan Fension liabilities, pension expense, and deferred outflows of resources and deferred inflows of resources related to pensions — At June 30, 2018, the Department reported a liability of $28,365,453 for its proportionate share of the net pension liability. The net pension liability was measured as of June 30, 2017, and the total pension liability used to calculate the net pension liability was determined by an actuarial valuation as of that date, The Department's proportion of the net pension liability was based on a projection of the employer contributions to the pension plan relative to projected contributions of all participating employers. - 102 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 At June 30, 2017, the Department's proportion was .22%, which didn't change from its proportion measured as of June 30, 2016. For the year ended June 30, 2017, the Department recognized pension expense of $4,033,140, At June 30, 2018, the Department reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Differences between expected and actual experience Net difference between projected and actual investment earnings on pension plan investments Changes in assumptions Changes in proportion and differences between employer contributions and proportionate share of contributions Department contributions subsequent to the measurement date Total Deferred Outflows of Resources Deferred Inflows of Resources $ 454,580 $ 303,978 4,331,298 1,663,313 1,757,461 83,986 1,443,617 8.206.1 1 581 The $1,757,461 reported as deferred outflows of resources related to the Department's contributions to the pension plan subsequent to the measurement date will be recognized as a reduction of the net pension liability in the fiscal year ended June 30, 2019, Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Fiscal Year Ending June 30. 2019 2020 2021 2022 2023 Net Deferred Outflows (Inflows) of Resources $ 1,282,575 1,633,094 1,114,202 575,205 12,534 S4,617.610 Sensitivity of the Department's proportionate share of the net pension liability to changes in the discount rate — The following presents the Department's proportionate share of the net pension liability calculated using the discount rate of 7.00%, as well as what its proportionate - 103 - COUNTY OF HAWAII Notes to the Basic Financial Statements June 30, 2018 share of the net pension liability would be if it were calculated using a discount rate that is 1 - percentage -point lower (6.00%) or 1 -percentage -point higher (8,00%) than the current rate: Department's proportionate share of the net pension liability 1% Decrease (6,00%) Current Discount Rate (7.00%) I % Increase (8,00%) 36.758 783 28.365.453 $ 21,444,724 Fension plan fiduciary net position — Detailed information about the pension plan's fiduciary net position is available in the separately issued ERS Comprehensive Annual Financial Report that includes financial statements and required supplementary information. Fayables to the pension plan — At June 30, 2018, the annual amount payable to the ERS totaled $146,403, which represents the employer contribution for the month of June 2018, as required by HRS. Post -Retirement Benefits Other than Pensions (OPEB) Net OFEB liability, OFEB expense, and deferred outflows of resources and deferred inflows of resources related to OFEB — At June 30, 2018, the Department reported a net OPEB liability of $17,265,728. The net OPEB liability was measured as of July I, 2017, and the total OPEB liability used to calculate the net OPEB liability was determined by an actuarial valuation as of that date. For the year ended June 30, 2018, the Department recognized OPEB expense of $1,802,232, At June 30, 2018, the Department reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows Inflows of of Resources Resources Net difference between projected and actual earnings on OPEB plan investments $ 238,862 Department contributions subsequent to the measurement date $ 1 T33MM48 Total $ 238 862 $1,936,548 reported as deferred outflows of resources related to the County's contributions to the OPEB plan subsequent to the measurement date will be recognized as a reduction of the net OPEB liability in the fiscal year ended June 30, 2019, -104- COUNTY OF HAWAI'I Notes to the Basic Financial Statements June 30, 2018 Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Net deferred outflows (inflows) Fiscal Year Ending June 30, of resources 2019 $ (59,715) 2020 (59,715) 2021 (59,715) 2022 (59,717) $ (238,862) Sensitivity of the net OFEB liability to changes in the discount rate The following presents the net OPEB liability of the Department, as well as what the Department's net OPEB liability would be if it were calculated using a discount rate that is 1 -percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current discount rate: I % Decrease Current Discount 1`)/0 Increase (6.00%) Rate (7.00%) (8,00%) Department's net OPEB liability $ 22.400.212 $ 17.265,728 $_ 13,078,475 Sensitivity of the net OFEB liability to changes in the healthcare cost trend rates — The following presents the net OPEB liability of the Department, as well as what the Department's net OPEB liability would be if it were calculated using a healthcare cost trend rate that is 1 - percentage -point lower (6.00%) or 1 -percentage -point higher (8.00%) than the current discount rate: I % Decrease Department's net OPEB liability S2783340 Current Healthcare Cost Trend Rate 17,265 728 I % Increase 22 896,636 The EUTF issues a publicly available financial report that includes financial statements and required supplementary information, which is available on-line at their web -site www.eutf.hawaii.gov or by contacting them at P.0, Box 2121, Honolulu, HI 96805-2121, - 105 - COUNTY OF HAWAII Required Supplementary Information June 30, 2018 Schedule of Changes in the Net OPEB Liability and Related Ratios Last 10 Fiscal Years* Total OPEB Liability Service Cost Interest on the total OPEB liability Benefit payments Net change in total OPEB liability Total OPEB liability - Beginning Total OPEB liability - Ending Plan fiduciary net position Contributions - employer Net investment income Benefit payments Administrative expense Other Net change in plan fiduciary net position Plan fiduciary net position - Beginning Plan fiduciary net position - Ending Net OPEB liability Plan fiduciary net position as a percentage of the total OPEB liability Covered -employee payroll Net OPEB liability as a percentage of Covered -employee payroll 2018 County Department $ 11,757,502 34,046,407 (17,054,987) 28,748,922 489,025,992 $ 517,774,914 $ 28,549,987 10,380,705 (17,054,987) (23,228) 266,457 $ 687,414 2,135,490 (953,288) 1,869,616 30,639,939 $ 32,509,555 $1,867,788 1,245,946 (953,288) (2,782) 16,370 22,118,934 104,201,680 $ 126,320,614 $ 391,454,300 24.4% 2,174,034 13,069,793 $ 15,243,827 $ 17,265,728 46.9% $ 168,570,640 $ 9,791,132 232.22% 176.34% * This schedule is intended to present information for 10 years, as of the measurement date of the collective net pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information - 106 - COUNTY OF HAWAII Required Supplementary Information June 30, 2018 Schedule of Contributions (OPEB) Last 10 Fiscal Years County: Fiscal Year Ended Actuarially Determined Contribution Contributions in Relation to the Actuarially Determined Contribution Contribution Deficiency (Excess) $ 4,918,987 Covered- Employee Payroll $ 74,190,644 Contributions as a %age of Covered - Employee Payroll 18.8% June 30, 2018 $ 37,748,000 $ 32,829,013 June 30, 2017 $ 36,472,000 $ 28,549,987 $ 7,922,013 $ 168,570,640 16.9% June 30, 2016 $ 33,614,000 $ 22,747,340 $ 10,866,660 $ 159,744,324 14.2% June 30, 2015 $ 32,478,000 $ 18,657,000 $ 13,821,000 $ 152,490,296 12.2% June 30, 2014 $ 30,526,000 $ 17,453,000 $ 13,073,000 $ 139,423,481 12.5% June 30, 2013 $ 29,494,000 $ 13,892,000 $ 15,602,000 $ 130,803,306 10.6% June 30, 2012 $ 36,193,000 $ 13,730,000 $ 22,463,000 $ 124,452,126 11.0% June 30, 2011 $ 34,969,000 $ 31,104,000 $ 3,865,000 $ 127,859,606 24.3% June 30, 2010 $ 25,046,000 $ 28,182,000 ($ 3,136,000) $ 133,555,000 21.1% June 30, 2009 $ 24,216,000 $ 24,926,000 ($ 710,000) $ 127,420,000 19.6% Department: Fiscal Year Ended Actuarially Determined Contribution Contributions in Relation to the Actuarially Determined Contribution Contribution Deficiency (Excess) ($ 3,548) Covered- Employee Payroll $ 10,212,595 Contributions as a %age of Covered - Employee Payroll 19.0% June 30, 2018 $ 1,933,000 $ 1,936,548 June 30, 2017 $ 1,867,000 $ 1,867,788 ($ 788) $ 9,791,132 19.1% June 30, 2016 $ 1,914,000 $ 1,913,204 $ 796 $ 9,464,649 20.2% June 30, 2015 $ 1,850,000 $ 1,848,389 $ 1,611 $ 9,426,509 19.6% June 30, 2014 $ 1,899,000 $ 1,900,758 ($ 1,758) $ 8,635,402 22.0% June 30, 2013 $ 1,834,000 $ 1,833,733 $ 267 $ 7,966,529 23.0% June 30, 2012 $ 2,400,000 $ 2,401,487 ($ 1,487) $ 8,182,968 29.4% June 30, 2011 $ 2,319,000 $ 2,067,678 $ 251,322 $ 8,056,398 25.7% June 30, 2010 $ 1,607,000 $ 1,963,719 ($ 356,719) $ 9,459,759 20.8% June 30, 2009 $ 1,544,000 $ 1,438,469 $ 105,531 $ 9,255,810 15.5% See accompanying notes to required supplementary information - 107 - COUNTY OF HAWAII Required Supplementary Information June 30, 2018 Note — Significant Methods and Assumptions An actuarial valuation of the County's and Department's liability associated with other postemployment benefits other than pension provided through the EUTF is performed as of July 1 of each odd -numbered year (e.g. July 1, 2015). This actuarial valuation serves as the basis for developing the annual required contributions (ARC) for the two fiscal years which begin one year after the actuarial valuation date. For example, the ARC for the fiscal years ended June 30, 2018 and 2017 were developed from the actuarial valuation as of July I, 2015. Beginning July 1, 2017, the EUTF will be completing an actuarial valuation on an annual basis. The following summarizes the significant methods and assumptions used to determine the actuarially determined contribution for the fiscal year ended June 30, 2018: Actuarial valuation date July 1, 2015 Actuarial cost method Entry Age Normal Amortization method Level percent, closed Equivalent single amortization period 19.9 Asset valuation method Market Inflation rate 3.00% Investment rate of return 7.00% Payroll growth 3.50% Healthcare cost trend rates PPO Initial rate of 9%, declining to a rate of 5% after 8 years HMO Initial rate of 7%, declining to a rate of 5% after 8 years Part B Initial rate of 3% for the first two years, 5% thereafter Dental 4.00% Vision 3.00% Life Insurance 0.00% The actuarial valuation as of July 1, 2009, which was used to develop the ARC for the fiscal years 2011 and 2012, included a reduction to the discount rate used from the prior valuation. The discount rate changed from a blended discount rate of 7% - 8% to 7%. This resulted in an overall increase to the actuarially determined OPEB liability and the ARC. There were no other factors that significantly affected trends in the amounts reported in the schedule of changes in the net OPEB liability and related ratios or the schedule of contributions (OPEB). - 108 - COUNTY OF HAWAII Required Supplementary Information June 30, 2018 Schedule of the County's and Department's Proportionate Share of the Net Pension Liability (ERS) Last 10 Fiscal Years County: Measurement Period Ended June 30, 2017 June 30, 2016 June 30, 2015 June 30, 2014 June 30, 2013 Department: Measurement Period Ended County's County's Proportion of Proportionate the Net Share of the Pension Net Pension Liability (%) Liability ($) County's Covered Payroll 4.7% $609,904,199 $163,626,447 4.6% $618,129,088 $156,556,514 4.4% $382,070,813 $149,760,317 4.0% $322,626,262 $137,669,418 4.2% $377,065,856 $129,153,763 Department's Department's Proportion of Proportionate the Net Share of the Pension Net Pension Liability (%) Liability ($) Department's Covered Payroll Proportionate Share of the Net Pension Liability as a %age of Covered Payroll 372.7% 394.8% 255.1% 234.3% 292.0% Proportionate Share of the Net Pension Liability as a %age of Covered Payroll Plan Fiduciary Net Position as a %age of the Total Pension Liability 54.8% 51.2% 62.4% 63.9% 58.0% Plan Fiduciary Net Position as a %age of the Total Pension Liability June 30, 2017 June 30, 2016 June 30, 2015 June 30, 2014 June 30, 2013 0.2% 0.2% 0.2% 0.3% 0.2% $ 28,365,453 $ 29,247,607 $ 18,940,065 $ 20,526,993 $ 18,469,400 $ 9,358,187 $ 9,046,930 $ 9,012,196 $ 8,272,307 $ 7,640,477 303.1% 323.3% 210.2% 248.1% 241.7% 54.8% 51.2% 62.4% 63.9% 58.0% * This schedule is intended to present information for 10 years, as of the measurement date of the collective net pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information - 109 - COUNTY OF HAWAII Required Supplementary Information June 30, 2018 County: Fiscal Year Ended June 30, 2018 June 30, 2017 June 30, 2016 June 30, 2015 June 30, 2014 June 30, 2013 June 30, 2012 June 30, 2011 June 30, 2010 June 30, 2009 Department: Schedule of the Employer Pension Contributions (ERS) Last Ten Fiscal Years Statutorily Required Contribution $ 41,562,933 $ 36,157,981 $ 34,013,001 $ 31,456,148 $ 26,503,830 $ 23,763,101 $ 20,884,021 $ 21,424,642 $ 22,120,137 $ 22,310,600 Statutorily Fiscal Year Required Ended Contribution June 30, 2018 $ 1,757,461 June 30, 2017 $ 1,603,278 June 30, 2016 $ 1,553,128 June 30, 2015 $ 1,520,994 June 30, 2014 $ 1,664,580 June 30, 2013 $ 1,214,933 June 30, 2012 $ 1,210,106 June 30, 2011 $ 1,197,031 June 30, 2010 $ 1,417,853 June 30, 2009 $ 1,383,338 Actual County Contributions Recognized by the Plan $ 41,562,933 $ 36,157,981 $ 34,013,001 $ 31,456,148 $ 26,503,830 $ 23,763,101 $ 20,884,021 $ 21,424,642 $ 22,120,137 $ 22,310,600 Actual County Contributions Recognized by the Plan Contribution Deficiency (Excess) 1,757,461 1,603,278 1,553,128 1,520,994 1,664,580 1,214,933 1,210,106 1,197,031 1,417,853 1,383,338 County's Covered Payroll $ 168,484,880 $ 163,626,447 $ 156,556,514 $ 149,760,317 $ 137,669,418 $ 129,153,763 $ 123,218,017 $ 126,714,584 $ 132,253,481 $ 133,934,674 Contributions as a %age of Covered Payroll 24.7% 22.1% 21.7% 21.0% 19.3% 18.4% 16.9% 16.9% 16.7% 16.7% Contributions Contribution as a %age of Deficiency County's Covered (Excess) Covered Payroll Payroll $ 9,742,400 18.0% $ 9,358,187 17.1% $ $ 9,046,930 17.2% $ 9,012,196 16.9% $ 8,272,307 20.1% $ 7,640,477 15.9% $ 7,849,473 15.4% $ 7,726,278 15.5% $ 9,076,143 15.6% $ 8,878,193 15.6% See accompanying notes to required supplementary information - 110 - COUNTY OF HAWAII Required Supplementary Information June 30, 2018 Note — Changes of Assumptions There were no changes of assumptions or other inputs that significantly affected the measurement of the total pension liability since the measurement period ended June 30, 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: The investment return assumption decreased from 7.65% to 7.00%. Mortality assumptions were modified to assume longer life expectancies as well as to reflect continuous mortality improvement. Prior to the measurement period ended June 30, 2016 (fiscal year ended June 30, 2017), there were no other factors, including the use of different assumptions that significantly affect trends reported in these schedules. COUNTY OF HAWAII Required Supplementary Information June 30, 2018 Schedule of Changes in Total Pension Liability (Bandsmen Pension) Last Ten Fiscal Years* Measurement year ending June 30, 2018 2017 Total Pension Liability Service Cost $ 16,416 Interest on the Total Pension Liability 36,289 Assumption Changes (113,807) Benefit Payments (58,808) (53.347) Net Change in Total Pension Liability (58,808) (114,449) Total Pension Liability Beginning 1,146,780 1.261.229 Total Pension Liability Ending ! Covered Employee Payroll $49,505 $49,505 Total Pension Liability as a Percentage of Covered Employee Payroll 2,197.7% 2,316.5% * This schedule is intended to present information for 10 years, as of the measurement date of the total pension liability for each respective fiscal year. Additional years will be built prospectively as information becomes available. See accompanying notes to required supplementary information - 112 - NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS HIGHWAY FUND - Used to account for the costs of maintaining the County's highways and streets. Financing is provided primarily by fuel, motor vehicle weight and public utility franchise taxes. SEWER FUND - Used to account for costs of operating the County's various sewer systems. Financing is provided by charges to users for sewer services. SOLID WASTE FUND — Used to accumulate moneys for the operation, maintenance, and administration of the County's solid waste management, collection and disposal systems. Financing is provided by tipping fees at the landfills and by disposal permit fees. CEMETERY FUND - Used to accumulate moneys to guarantee the future maintenance of County cemetery sites. Financing is provided from the sale of burial lots in County cemeteries. PARKING METER FUND - Used to account for the costs of maintaining County on -street and off-street parking areas, Financing is provided by the proceeds from parking meters. VEHICLE DISPOSAL FUND - Used to accumulate moneys for the towing, removal, disposal and recycling of abandoned or discarded automobiles and automobile parts. Financing is provided by annual fees collected with motor vehicle registrations. BIKEWAY FUND - Used to accumulate moneys for the construction of bikeways within the County. Financing is provided by bicycle license fees. WORKFORCE INVESTMENT ACT FUND - Used to account for employment and training services provided to economically disadvantaged adults, dislocated workers and youth. Financing is provided by federal grants. GOLF COURSE FUND - Used to account for the cost of operating the Hilo Municipal Golf Course. Funding is provided from green fees and payments from restaurant and pro shop concessionaires. GEOTHERMAL RELOCATION AND COMMUNITY BENEFITS FUND - Used to account for the County's share of geothermal resource royalties received from the operator of a geotheunal power plant located in the County. The funds are eauarked for a geothermal relocation program and to benefit the lower Puna area, BEAUTIFICATION FUND - Used to accumulate moneys for the beautification of highways and disposal of abandoned vehicles within the County, Financing is provided by assessments on vehicle registrations. HAWAII COUNTY HOUSING AGENCY- Used to account for Federal and County moneys used to provide public housing assistance within the County. PARK DEDICATION FUND - Used to account for moneys deposited with the County by subdividers to provide land for parks and playgrounds in subdivisions. DEBT SERVICE FUND INTEREST FUND - Used to accumulate moneys for payment of interest on general obligation bonds. Moneys required to service interest maturities are transferred annually from the General Fund, This page intentionally left blank. COUNTY OF HAWAII Nonmajor Governmental Funds Combining Balance Sheet June 30, 2018 Special Revenue Funds Solid Parking Highway Sewer Waste Cemetery Meter Fund Fund Fund Fund Fund Assets Cash and cash equivalents $ 9,023,638 $ 9,079,508 $13,871,358 $ 141,909 $ 278,765 Investments 1 mprest fund 400 250 Receivables: Due from other governments 3,078,762 17,439 342,417 Due from other governmental funds 563,780 45,476 42,457 Due from other nongovernmental funds 2,700 Trade, net of allowance for doubtful accounts 1,283,202 1,660,118 Real estate held for sale Other 45,854 Total assets 3,642,542 1,394,671 2,044,992 $ 12,666,180 $10,474,579 $15,916,600 $ 141,909 $ 278,765 Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable $ 738,281 Accrued payroll 612,527 Due to other governmental funds 860,537 Advance Collections -Intergovernmental 73,228 Other 295 440,478 170,226 444,010 71,604 $ 3,884,256 408,415 807,829 107,191 136 Total liabilities 2,284,868 1,126,318 5,207,827 Deferred Inflows of Resources Unavailable Revenue 1,283,202 1,660,118 Fund balances: Restricted for: Debt service Highways, streets and abandoned vehicles 10,381,312 Rental assistance and subsidy Committed to: Sanitation 8,065,059 9,048,655 Highways, streets and abandoned vehicles 278,765 Rental assistance and subsidy Cemetery 141,909 Lower Puna area Parks and recreational projects Unassigned Total fund balances 10,381,312 8,065,059 9,048,655 141,909 278,765 Total liabilities, deferred inflows and fund balances $ 12,666,180 $10,474,579 $15,916,600 $ 141,909 $ 278,765 - 114- Special Revenue Funds Vehicle workforce Golf Geothermal Reim:. Beauti- Hawaii County Park Disposal Bikeway iaaora:ioaa Course & Community fication Housing Dedication Fund Fund Opport. Act Fund Fund Benefits Fund Fund Agency Fund $9,830,357 $ 665,153 $ $ 12,892 $ 4,116,449 $ 651,025 $ 2,628,015 $ 28,578 59,964 2,000 800 115,333 192,194 73,609 38,994 2,780 155,734 26,283 154,327 2,780 155,734 292,086 $9.830.357 $ 665.153 $ 154,327 17,672 $ 4.272.183 $ 651,025 $ 2,920,901 88,542 $ 127,612 $ 13,903 $ 4,382 85,262 12 154,327 $ 1,377 $ 51,297 853 2,153 $ 109,576 $ 162,594 66,786 28,125 238,803 217,268 13,903 154,327 53,527 68,940 539,098 25,055 9,613,089 651,250 582,085 (35,855) 4,272,183 1,221,302 1,135,446 88,542 9,613,089 651,250 (35,855) 4,272,183 582,085 2,356,748 88,542 $9,830,357 $ 665,153 154,327 $ 17,672 $ 4,272,183 651,025 $ 2,920,901 $ 88,542 -115- (Continued) COUNTY OF HAWAII Nonmajor Governmental Funds Combining Balance Sheet June 30, 2018 Assets Cash and cash equivalents Investments i mprest fund Receivables: Due from other governments Due from other governmental funds Due from other nongovernmental funds Trade, net of allowance for doubtful accounts Real estate held for sale Other (Concluded) Debt Service Fund Total Nonmajor Interest Governmental Fund Funds $2,820,150 $ 53,147,797 59,964 3,450 3,746,145 725,322 2,700 2,943,320 269,645 7,687,132 Total assets $2,820,150 $ 60,898,343 Liabilities, Deferred Inflows and Fund Balances Liabilities: Accounts payable $ 5,317,636 Accrued payroll 1,409,441 Due to other governmental funds 2,447,729 Advance Collections -Intergovernmental 180,419 Other 63,199 374,050 Total liabilities 63,199 9,729,275 Deferred Inflows of Resources Unavailable Revenue 2,968,375 Fund balances: Restricted for: Debt service 2,756,951 2,756,951 Highways, streets and abandoned vehicles 11,614,647 Rental assistance and subsidy 1,221,302 Committed to: Sanitation 17,113,714 Highways, streets and abandoned vehicles 9,891,854 Rental assistance and subsidy 1,135,446 Cemetery 141,909 Lower Puna area 4,272,183 Parks and recreational projects 88,542 Unassigned (35,855) Total fund balances 2,756,951 48,200,693 Total liabilities, deferred inflows and fund balances $2,820,150 $ 60,898,343 See accompanying independent auditorsreport. - 116 - This page intentionally left blank. COUNTY OF HAWAII Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2018 Special Revenue Funds Solid Parking Highway Sewer Waste Cemetery Meter Fund Fund Fund Fund Fund Revenues Fuel taxes $ 13,342,416 $ $ $ $ Public utility franchise taxes 8,331,390 Licenses and permits 12,330,433 Intergovernmental 2,932,094 8,540 219,062 Charges for services 7,451,791 11,433,824 17,131 Investment earnings (loss) Other 387,636 2,097 225,986 11,250 Total revenues 37,323,969 7,462,428 11,878,872 11,250 17,131 Expenditures Current: General Government Public safety 8,682,804 Highways and streets 17,538,063 Health, education and welfare Culture and recreation Sanitation 8,163,787 28,839,159 Pension and retirement contributions 2,436,472 793,103 1,746,214 Employees' health insurance 1,086,358 259,554 709,611 Other 1,194,464 335,579 549,483 Debt service: Principal 211,087 2,644 575,762 Interest 15,240 432 50,304 Total expenditures 31,164,488 9,555,099 32,470,533 Excess (deficiency) of revenues over (under) expenditures 6,159,481 (2,092,671) (20,591,661) 11,250 17,131 Other Financing Sources (Uses) Transfers in 8,800 2,268,837 19,483,277 Increases in capital leases 937,113 42,457 1,528,576 Transfers out (3,538,706) Total other financing sources (uses) (2,592,793) 2,311,294 21,011,853 Net change in fund balances 3,566,688 218,623 420,192 11,250 17,131 Fund balances at beginning of year 6,814,624 7,846,436 8,628,463 130,659 261,634 Fund balances at end of year $ 10,381,312 $ 8,065,059 1 9,048,655 $ 141,909 $278,765 - 118 - Special Revenue Funds Vehicle Workforce Golf Geothermal Reloc. Beauti- Hawaii County Park Disposal Bikeway Innovation & Course & Community fication Housing Dedication Fund Fund Opport. Act Fund Fund Benefits Fund Fund Agency Fund 2,382,252 61,839 3,617 36,885 1,059,690 652,794 596,237 198,490 18,773,811 2,861 505,742 116 2,422,754 61,839 1,059,690 652,794 596,237 198,490 19,282,414 116 32,478 1,231,880 21,925 15,830 1,058,445 1,245 1,079,311 213,814 104,539 853 1,698 411,351 196,276 62,848 19,8 3,730 710,187 300,800 7,572 654 1,269,635 32,478 1,059,690 1,400,215 411,351 259,124 20 832,943 1,153,119 29,361 (747,421) 184,886 (60,634) (1,550,529) 116 542,954 93,893 1,173,675 636,847 1,173,675 1,153,119 29,361 8,459,970 621,889 19,613,089 $ 651,250 (110,574) 184,886 (60,634) 74,719 4,087,297 642,719 i_(35,855) i 4,272,183 $ 582,085 (376,854) 116 2,733,602 88,426 2,356,748 88,542 (Continued) COUNTY OF HAWAII Nonmajor Governmental Funds Combining Statement of Revenues, Expenditures, and Changes in Fund Balances For the Fiscal Year Ended June 30, 2018 Revenues Fuel taxes Public utility franchise taxes Licenses and permits Intergovernmental Charges for services Investment earnings (loss) Other Total revenues (Concluded) Debt Service Fund Total Nonmajor Interest Governmental Fund Funds 373,640 $ 13,342,416 8,331,390 14,973,014 23,366,837 19,559,157 2,977 1,765,833 373,640 81,341,624 Expenditures Current: General Government 411,351 Public safety 8,682,804 Highways and streets 17,766,817 Health, education and welfare 20,872,175 Culture and recreation 1,142,159 Sanitation 38,234,826 Pension and retirement contributions 5,922,960 Employees' health insurance 2,476,692 Other 2,080,379 Debt service: Principal 798,763 Interest 17, 592,498 17,659,128 Total expenditures 17,592,498 116,048,054 Excess (deficiency) of revenues over (under) expenditures (17,218,858) (34,706,430) Other Financing Sources (Uses) Transfers in Increases in capital leases Transfers out Total other financing sources (uses) Net change in fund balances Fund balances at beginning of year Fund balances at end of year 17,375,823 40,853,366 2,602,039 (3,538,706) 17,375,823 39,916,699 156,965 2,599,986 5,210,269 42, 990,424 $ 2,756,951 $ 48,200,693 See accompanying independent auditors' report. - 120 - COUNTY OF HAWAII Highway Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Taxes: Fuel taxes $ 8,364,437 $ 12,364,437 S 13,696,868 $ 1,332,431 Public utility franchise taxes 7,800,000 7,800,000 8,331,390 531,390 Total taxes 16,164,437 20,164,437 22,028,258 1,863,821 Licenses and permits - motor vehicle weight taxes 11,600,000 11,600,000 12,330,433 730,433 Intergovernmental 1,603,567 2,003,567 2,767,052 763,485 Charges for services 500,000 500,000 248,221 (251,779) Other 105,000 105,000 139,415 34,415 Total revenues 29,973,004 34,373,004 37,513,379 3,140,375 Expenditures: Public safety - protective inspection 5,300 5,300 2,559 Public safety - traffic engineering 7,733,541 8,943,541 8,357,003 Highways and streets 11,552,326 12,951,126 10,065,161 Highways and streets - mass transit 7,200,000 8,200,000 7,520,612 Pension and retirement contributions 2,575,000 2,575,000 2,416,652 Employees' health insurance 1,400,000 1,400,000 1,082,575 Other 1,146,837 1,946,837 1,126,680 2,741 586,538 2,885,965 679,388 158,348 317,425 820,157 Total expenditures 31,613,004 36,021,804 30,571,242 5,450,562 Excess (deficiency) of revenues over (under) expenditures (1,640,000) (1,648,800) 6,942,137 8,590,937 Other financing sources (uses) - transfers in (out) - Transfers in - General Fund 8,800 8,800 Transfers out - Capital Projects Fund (3,500,000) (3,500,000) (3,500,000) Deficiency of revenues and other sources under expenditures and other uses Fund balance at beginning of year Fund balance at end of year See accompanying independent auditors' report. (5,140,000) 6,814,624 (5,140,000) 6,814,624 3,450,937 8,590,937 6,814,624 $ 1,674,624 $ 1,674,624 L10,265,561 $ 8,590,937 - 121 - COUNTY OF HAWAII Sewer Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Intergovernmental $ Charges for services - sewer fees 7,386,127 Other Total revenues 7,386,127 $ 8,540 $ 8,540 7,451,791 65,664 2,097 2,097 7,386,127 7,386,127 7,462,428 76,301 Expenditures: Sanitation 11,942,524 11,942,524 Pension and retirement contributions 892,333 892,333 Employees' health insurance 325,626 323,626 Other 750,000 752,000 Total expenditures Deficiency of revenues under expenditures Other financing sources: Transfers in - General Fund Excess (deficiency) of revenues and other sources over (under) expenditures Fund balance at beginning of year Fund balance at end of year See accompanying independent auditors' report. 8,475,096 794,292 260,027 517,226 3,467,428 98,041 63,599 234,774 13,910,483 13,910,483 10,046,641 3,863,842 (6,524,356) (6,524,356) (2,584,213) 3,940,143 2,268,837 2,268,837 2,268,837 (4,255,519) 7,846,436 (4,255,519) 7,846,436 (315,376) 3,940,143 7,846,436 3,590,917 3,590,917 $ 7,531,060 $ 3,940,143 - 122 - COUNTY OF HAWAII Solid Waste Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Intergovernmental $ 512,984 $ 557,984 $ 387,787 $ (170,197) Charges for services - tipping fees 9,019,200 9,019,200 I 433,824 2,414,624 Other 226,104 226,104 225,986 (118) Total revenues 9,758,288 9,803,288 12,047,597 2,244,309 Expenditures: Sanitation 29,319,631 29,412,631 28,087,126 1,325,505 Pension and retirement contributions 1,590,000 1,742,000 1,740,804 1,196 Employees' health insurance 770,000 710,000 709,871 129 Other 911,000 771,000 544,283 226,717 Total expenditures Deficiency of revenues under expenditures Other financing sources: Transfers in - General Fund Excess (deficiency) of revenues and other sources over (under) expenditures 32,590,631 32,635,631 31,082,084 1,553,547 (22,832,343) (22,832,343) (19,034,487) 3,797,856 19,483,277 19,483,277 19,483,277 (3,349,066) (3,349,066) Fund balance at beginning of year 8,628,463 Fund balance at end of year See accompanying independent auditors' report 448,790 3,797,856 8,628,463 8,628,463 $ 5,279,397 $ 5,279,397 $ 9,077,253 $ 3,797,856 - 123 - COUNTY OF HAWAII Cemetery Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues - other - sale of cemetery plots $ 10,000 $ 10,000 $ 11,250 $ 1,250 Expenditures - health, education and welfare 10,000 10,000 10,000 Excess of revenues over expenditures 11,250 11,250 Fund balance at beginning of year 130,659 130,659 130,659 Fund balance at end of year $ 130,659 $ 130,659 $ 141,909 5 11,250 See accompanying independent auditors' report. - 124 - COUNTY OF HAWAII Parking Meter Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis (Negative) Revenues - Charges for services - highways and streets $ $ 17,131 $ 17,131 Excess of revenues over expenditures 17,131 17,131 Fund balance at beginning of year 261,634 261,634 261,634 Fund balance at end of year $ 261,634 $ 261,634 $ 278,765 17,131 See accompanying independent auditors' report. - 125 - COUNTY OF HAWAII Vehicle Disposal Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Licenses and permits - vehicle disposal fee $2,103,984 $ 2,103,984 $ 2,382,252 $ 278,268 Charges for services - towing charges 1,000 1,000 3,617 2,617 Miscellaneous 20,700 20,700 36,885 16,185 Total revenues 2,125,684 2,125,684 2,422,754 297,070 Expenditures: Sanitation 3,145,228 3,145,228 1,188,056 Pension and retirement contributions 28,900 28,900 21,899 Employees' health insurance 28,000 28,000 16,167 Other 2,000 2,000 Total expenditures Excess (deficiency) of revenues over (under) expenditures Fund balance at beginning of year Fund balance at end of year See accompanying independent auditors' report, 1,957,172 7,001 11,833 2,000 3,204,128 3,204,128 1,226,122 1,978,006 (1,078,444) 8,459,970 (1,078,444) 8,459,970 1,196,632 2,275,076 8,459,970 $ 7,381,526 $ 7,381,526 $ 9,656,602 2,275,076 - 126 - COUNTY OF HAWAII Bikeway Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Revenues - licenses and permits - bicycle tax Expenditures - highways and streets Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 71,000 $ 71,000 $ 61,839 $ (9,161) 71,000 71,000 33,735 37,265 Excess (deficiency) of revenues over (under) expenditures 28,104 28,104 Fund balance at beginning of year 621,889 621,889 621,889 Fund balance at end of year See accompanying independent auditors' report. $621,889 $621,889 $649,993 $28,104 - 127 - COUNTY OF HAWAII Workforce Innovation & Opportunity Act Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Revenues - intergovernmental Expenditures: Health, education and welfare Pension and retirement contributions Total expenditures Excess of revenues over expenditures Fund balance at beginning of year Fund balance at end of year See accompanying independent auditors' report. Original Budget Final Budget Actual (Budgetary Basis) Variance Positive (Negative) $ 2,836,232 2,834,732 1,500 $ 2,434,010 $ (402,222) 2,432,635 1,375 402,097 125 2,836,232 2,434,010 - 128 - COUNTY OF HAWAII Golf Course Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues: Charges for services $ 734,600 $ 734,600 $ 652,794 $ (81,806) Expenditures: Culture and recreation 1,017,417 1,040,417 984,663 55,754 Pension and retirement contributions 197,386 215,386 212,693 2,693 Employees' health insurance 118,000 118,000 104,528 13,472 Other 52,000 11,000 853 10,147 Total expenditures 1,384,803 1,384,803 1,302,737 82,066 Deficiency of revenues under expenditures (650,203) (650,203) (649,943) 260 Other financing sources: Transfers in - General Fund 542,954 542,954 542,954 Excess of revenues and other sources over expenditures (107,249) (107,249) (106,989) 260 Fund balance at beginning of year 74,719 74,719 74,719 Fund balance at end of year See accompanying independent auditors' report, $ (32,530) $ (32,530) $ (32,270) $ 260 Note: "Fund balance at beginning of year" in the above schedule is on the modified accrual and not budgetary basis, which is resulting in the negatvie fund balance shown above. - 129 - COUNTY OF HAWAII Geothermal Relocation and Community Benefits Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Revenues Miscellaneous: Geothermal royalties Sale of real property Total revenues Expenditures: General government: Planning and zoning Excess (deficiency) of revenues over (under) expenditures Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 600,000 $ 600,000 596,237 $ (3,763) 46,133 46,133 600,000 600,000 1,000,000 1,000,000 642,370 42,370 9,369 990,631 (400,000) (400,000) Fund balance at beginning of year 4,087,297 633,001 1,033,001 4,087,297 4,087,297 Fund balance at end of year $ 3,687,297 $ 3,687,297 $ 4,720,298 $ 1,033,001 See accompanying independent auditors' report. - 130 - COUNTY OF HAWAII Beautification Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Revenues - licenses and permits - highway beautification Expenditures: Highways and streets Culture and recreation Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) $ 189,000 $ 189,000 226,300 226,300 128,300 128,300 $ 198,490 $ 9,490 213,968 12,332 124,792 3,508 Total expenditures 354,600 354,600 338,760 15,840 Deficiency of revenues under expenditures (165,600) (165,600) (140,270) 25,330 Fund balance at beginning of year 642,719 642,719 642,719 Fund balance at end of year $ 477,119 $ 477,119 $ 502,449 $ 25,330 See accompanying independent auditors' report. - 131 - COUNTY OF HAWAII Hawaii County Housing Agency Schedule of Revenues, Expenditures, and Changes in Fund Balance Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative Revenues: Intergovernmental - Federal - HUD - Voucher program $ 16,992,045 $ 19,492,045 18,702,884 $ (789,161) Investment earnings 1,600 1,600 2,861 1,261 Resale of property 38,500 38,500 Other 48,850 48,850 141,619 92,769 Total revenues 17,042,495 19,542,495 18,885,864 (656,631) Expenditures: Health, education and welfare 18,148,556 20,597,784 19,431,179 1,166,605 Pension and retirement contributions 775,649 775,649 708,013 67,636 Employees' health insurance 370,033 370,033 300,331 69,702 Total expenditures 19,294,238 21,743,466 20,439,523 1,303,943 Deficiency of revenues under expenditures Other financing sources - transfers in - Transfers in - General Fund (2,251,743) (2,200,971) (1,553,659) 647,312 2,143,350 2,092,578 1,173,675 (918,903) Excess (deficiency) of revenues and other sources over (under) expenditures (108,393) (108,393) (379,984) (271,591) Fund balance at beginning of year 2,733,602 2,733,602 2,733,602 Fund balance at end of year $ 2,625,209 $ 2,625,209 2,353,618 $ (271,591) See accompanying independent auditors' report. - 132 - COUNTY OF HAWAII Park Dedication Fund Schedule of Revenues, Expenditures, and Changes in Fund Balance - Budget and Actual (Budgetary Basis) For the Fiscal Year Ended June 30, 2018 Actual Variance Original Final (Budgetary Positive Budget Budget Basis) (Negative) Revenues - investment earnings 787 $ 787 Excess of revenues over expenditures 787 787 Fund balance at beginning of year 88,426 88,426 88,426 Fund balance at end of year $ 88,426 $ 88,426 $ 89,213 $ 787 See accompanying independent auditors' report. -133- COUNTY OF HAWAII Agency Funds Combining Statement of Agency Funds Net Position June 30, 2018 Performance State I mprovement I mprovement I mprovement and Weight District District District Refundable Tax No, 18 No. 19 Revolving Deposits Fund Fund Fund Fund Fund Assets Cash and cash equivalents $2,142,521 $ 541,229 $ 316,273 $ 7,857 $ 318,770 Investments 246,928 166,070 Due from other agency funds - Other receivables 4,168 3,741 250 Total assets $2,142,521 $ 545,397 $ 566,942 174,177 318,770 Liabilities Due to other agency funds 91 $ $ $ $ 5,625 Accrued liabilities 2,142,430 5,682 5,181 - Advances payable 12,136 8,595 313,145 Assets held for the benefit of improvement districts 527,579 553,166 174,177 Total liabilities $2,142,521 $ 545,397 $ 566,942 174,177 318,770 See accompanying independent auditors' report. - 134 - Non -Profit Organ and Business Payroll Flexible Lapsed License Tissue Improvement Clearance Spending Warrants Plates Education District Fund Account Fund Fund Fund 1 - Kailua Total $ 590,494 $ 370,548 $ 334,401 $ 13,775 $ 1,392 $ 301 $ 4,637,561 412,998 7,270 7,270 7,827 5,323 5,700 27,009 $ 598,321 $ 370,548 $ 346,994 $ 13,775 1,392 $ 6,001 $ 5,084,838 1,554 $ - $ - $ $ 7,270 596,767 370,548 346,994 13,775 1,392 301 3,483,070 333,876 5,700 1,260,622 $ 598,321 $ 370,548 $ 346,994 13,775 1,392 6,001 $ 5,084,838 COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30, 2018 Balance Balance July I, June 30, 2017 Additions Deductions 2018 State Weight Tax Fund Assets Cash and cash equivalents $ 1,980,809 $ 24,963,030 $ 24,801,318 $2,142,521 Liabilities Vouchers payable $ 24,769,706 $ 24,769,706 $ - Due to other agency funds 91 91 Accrued liabilities - due to State of Hawaii 1,980,809 24,962,979 24,801,358 2,142,430 Total liabilities $ 1,980,809 i 49,732,776 i_49,571,064 $2,142,521 Improvement District No. 18 Fund Assets Cash and cash equivalents Other receivables $ 478,889 $ 230,653 $ 168,313 $ 541,229 4,252 244,191 244,275 4,168 Total assets $ 483,141 $ 474,844 $ 412,588 $ 545,397 Liabilities Vouchers Payable Due to other non -agency funds Accrued liabilities Advances payable Assets held for the benefit of improvement districts Total liabilities Improvement District No. 19 Fund Assets $ $ 943 $ 943 $ 1,757 1,514 1,757 4,252 191,801 191,885 13,737 12,136 13,737 463,395 191,917 1,514 4,168 12,136 127,733 527,579 $ 483,141 $ 398,311 $ 336,055 $ 545,397 Cash and cash equivalents $ 255,131 $ 132,189 $ 71,047 $ 316,273 Investments 252,935 6,007 246,928 Other receivables 1,556 120,105 117,920 3,741 Total assets Liabilities Vouchers Payable Due to other non -agency funds Accrued liabilities Advances payable Assets held for the benefit of improvement districts $ 509,622 252,294 $ 194,974 $ 566,942 $ $ 2,338 2,338 $ 2,400 1,440 2,400 1,440 1,556 120,105 117,920 3,741 13,069 8,595 13,069 8,595 492,597 123,594 63,025 553,166 Total liabilities $ 509,622 256,072 198,752 $ 566,942 - 136 - COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30, 2018 Balance Balance July 1, June 30, 2017 Additions Deductions 2018 I mprovement District Revolving Fund Assets Cash and cash equivalents $ 5,627 $ 2,230 $ Investments 167,995 Other receivables 250 Total assets Liabilities Assets held for the benefit of improvement districts Performance and Refundable Deposits Fund Assets Cash and cash equivalents Due from other non -agency funds Liabilities 1,925 $ 7,857 166,070 250 $ 173.622 $ 2,480 $ 1,925 $ 174,177 173.622 $ 2,416 $ 1,861 $ 174,177 $ 357,693 $ 514,905 $ 553,828 $ 318,770 105 105 Total assets $ 357,798 Vouchers payable Due to other agency funds Advances payable Total liabilities Payroll Clearance Fund Assets 2,925 354,873 514,905 5 553,933 $ 318,770 520,155 $ 520,155 5,625 2,925 5,625 509,575 551,303 313,145 $ 357.798 1,035,355 1,074,383 $ 318,770 Cash and cash equivalents $ 85,426 $ 286,348,088 $ 285,843,020 $ 590,494 Due from other non -agency funds 274,388,415 274,385,706 2,709 Other receivables 431,320 41 426,243 5,118 Total assets $ 516,746 $ 560.736.544 L560,654,969 $ 598,321 Liabilities Vouchers payable $ 140,017,490 $ 140,017,490 Due to other agency funds 698 1,554 698 Due to other non -agency funds 964 Accrued liabilities 516,048 325,118,374 325,038,619 1,554 964 595,803 Total liabilities $ 516,746 $ 465,138,382 $ 465,056,807 $ 598,321 - 137 - COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30, 2018 Balance Balance July 1, June 30, 2017 Additions Deductions 2018 Flexible Spending Account Assets Cash and cash equivalents $ 354,875 $ 376,559 $ 360,886 $ 370,548 Liabilities Accrued liabilities $ 354,875 $ 376,559 $ 360,886 $ 370,548 Lapsed Warrants Fund Assets Cash and cash equivalents $ 323,234 $ 12,317 $ 1,150 $ 334,401 Due from other agency funds 3,623 7,270 3,623 7,270 Other receivables 8,571 5,323 8,571 5,323 Total assets Liabilities $ 335.428 $ 24,910 $ 13,344 346.994 Vouchers payable 1,150 $ 1,150 $ - Accrued liabilities 335,428 70,812 59,246 346,994 Total liabilities 1 335.428 71,962 $ 60,396 i 346.994 Non -Profit License Plates Fund Assets Cash and cash equivalents $ 1,025 $ 66,675 $ 53,925 $ 13,775 Liabilities Vouchers payable $ 53,925 $ 53,925 $ Accrued liabilities: Due to non-profit agency 1,025 66,675 53,925 13,775 Total liabilities Organ and Tissue Education Fund As sets 1,025 $ 120,600 107,850 $ 13,775 Cash and cash equivalents $ 1,160 4,895 $ 4,663 $ 1,392 Liabilities Vouchers payable $ $ 4,661 $ 4,661 $ - Accrued liabilities - due to State of Hawaii 1,160 4,895 4,663 1,392 Total liabilities $ 1,160 9,556 $ 9,324 1.392 -_138 - COUNTY OF HAWAII Agency Funds Combining Statement of Changes in Assets and Liabilities For the Fiscal Year Ended June 30, 2018 Business Improvement District 1-Kailua Assets Cash and cash equivalents Other receivables - BID I -Kailua Assessment Due from other non -agency funds Total assets Liabilities Vouchers payable Accrued liabilities - due to KVBID Accrued liabilities Assets held for the benefit of improvement districts Total liabilities Total - All Agency Funds Assets Cash and cash equivalents Investments Due from other agency funds Due from other non -agency funds Other receivables - BID I -Kailua Assessment Other receivables Total assets Liabilities Vouchers payable Due to other agency funds Due to other non -agency funds Accrued liabilities Accrued liabilities - due to non-profit agency Accrued liabilities - due to State of Hawaii Accrued liabilities - due to KVBID Advances payable Assets held for the benefit of improvement districts Total liabilities See accompanying independent auditors' report. Balance July 1, 2017 Additions Deductions Balance June 30, 2018 55 $ 3,292 278 800,970 803,127 800,724 $ 301 800,719 5,700 278 $ 3,625 $ 1,604,097 $ 1,601,721 6,001 $ 800,725 $ 333 237 64 3,292 800,725 $ 333 237 64 799,815 797,407 5,700 $ 3,625 1,600,841 $ 1,598,465 6,001 $3,843,924 $ 313,452,511 420,930 3,623 7,270 383 274,388,415 3,292 803,127 445,699 369,910 $ 312,658,874 7,932 3,623 274,386,089 800,719 797,009 $4,637,561 412,998 7,270 2,709 5,700 18,600 $ 4,717,851 $ 589,021,233 $ 588,654,246 $ 5,084,838 3,623 4,157 1,212,159 1,025 1,981,969 333 381,679 1,132,906 $ 166,171,093 7,270 3,918 325,877,715 66,675 24,967,874 237 530,306 1,1 17,742 $ 166,171,093 $ 3,623 4,157 325,768,556 53,925 24,806,021 333 578,109 7,270 3,918 1,321,318 13,775 2,143,822 237 333,876 990,026 I ,260,622 $ 4,717,851 $ 518.742.830 $ 518.375.843 $5.084.838 - 139 - COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Private Purpose Trust Net Position June 30, 2018 Shippers' Total Geothermal Wharf Private Asset Trust Purpose Assets Fund Fund Trusts Cash and cash equivalents $ 813,981 $ 892,399 $ 1,706,380 Investments 1,525,845 1,606,656 3,132,501 Interest receivable 2,294 2,294 Total assets 1_22_12 120 1 2,499,055 $ 4,841,175 Liabilities Accounts Payable Total liabilities Net Position Held in trust for other parties Total net position See accompanying independent auditors' report. 25,303 25,303 25,303 $ 25,303 1 2,316,817 1 2,499,055 $ 4,815,872 1_2,316,817 1 2,499,055 $ 4,815,872 - 140 - COUNTY OF HAWAII Private Purpose Trusts Combining Statement of Changes in Private Purpose Trust Net Position For the Fiscal Year Ended June 30, 2018 Additions Contributions: Puna Geothermal Venture Investment earnings: Net increase (decrease) in fair value of investments Dividends Interest Total additions Deductions Consultant Grant payments Investment Fees Total deductions Change in net position Net position, beginning of year Net position, end of year See accompanying independent auditors' report, Shippers' Total Geothermal Wharf Private Asset Trust Purpose Fund Fund Trusts $ 50,000 $ $ 50,000 (17,093) 22,341 42,549 37,134 1,458 25,456 37,134 23,799 55,248 81,141 136,389 25,303 60,092 13,458 25,303 60,092 13,458 25,303 73,550 98,853 29,945 2,286,872 7,591 2,491,464 37,536 4,778,336 5_2,316,817 2,499,055 $ 4,815,872 - 141 - This page intentionally left blank. STATISTICAL SECTION (UNAUDITED) Contents Page Financial Trends —These schedules contain trend information to help help the reader understand how the County's financial performance and well-being have changed over time. 143 Revenue Capacity— These schedules contain information to help the reader assess the County's most significant local revenue source, the property tax. 148 Debt Capacity — These schedules present information to help the reader assess the affordability of the County's current levels of outstanding debt and the County's ability to issue additional debt in the future. Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the County's financial acitivities take place. Operating Information These schedules contain service and infrastructure data to help the reader understand how the information in the County's financial report relates to the services provided and the activities performed by the County. 154 157 159 Governmental activities Net investment in capital assets Restricted Unrestricted 1 /2 Table COUNTY OF HAWAII Net Position by Component Last Ten Fiscal Years 2009 2010 2011 2012 2013, as 2014 2015 2016, as 2017, as restated restated restated 2018 $419,615,479 $469,235,881 $514,309,238 $594,384,524 $699,326,156 $734,889,023 $748,754,727 $824,846,090 $835,787,961 $840,099,433 63,408,379 43,958,660 51,840,697 48,360,223 64,437,707 89,620,936 74,813,856 74,694,901 70,439,580 91,458,455 42,457,132 37,623,937 40.287,046 39,340,897 181,055 (18,007,624) (351,386,671) (403934,491) (745,796,790) (791,538,872) Total governmental activities net position $525,480,990 $550,818,478 $606,436,981 $682,085,644 $763,944,918 $806,502,335 $472,181,912 $495,606,500 $160,430,751 $140,019,016 Business -type activities Net investment in capital assets $ 305,127 Restricted 184,643 Unrestricted 609,798 Total business -type activities net position $ 1,099,568 303244 $ 308,966 $ 315,848 $ 315,255 $ 368,849 $ 428,815 $ 481,039 $ 524,292 595,538 184,914 185,087 185,148 497,466 449,581 455,918 1,045,190 1,093,750 1,040,216 1,036,870 1,022,523 1,118,492 985,624 $ 943,634 $ 956,914 $ 1,360,445 $ 1,462,599 $ 1,469,031 $ 1.517,909 $ 1,546,815 $ 1,714,030 Primary government Net investment in capital assets $419,920,606 $469,539,125 $514,618,204 $594,700,372 $699,641,411 $735,257,872 $749,183,542 $825,327,129 Restricted 63,593,022 44,143,574 52,025,784 48,545,371 64,437,707 89,620,936 74,813,856 74,694,901 Unrestricted 43,066,930 38,121,403 40,736,627 39,796,815 1,226,245 (16,913,874) (350.346,455)) (402,897,621) Total primary governmemtet position $526,580,558 $551,804,102 $607,380,615 $683,042,558 $765,305,363 $807,964,934 $473,650,943 $497,124,409 $836,312,253 70,439,580 (744,774,267) $161,977,566 $840,694,971 91,458,455 (790,420,380) $141,733,046 Unaudited - see accompanying independent auditors' report. Balances prior to FY 2015 have not been adjusted for the implementation of GASB Statement No. 68 , Accounting and Financial Reporting for Pensions — an amendment of GASB Statement No, 27 and GASB Statement No. 71, Pension Transition for Contributions Made Subsequent to the Measurement Date — an amendment of GASB Statement No. 68 2 Balances prior to FY 2017 have not been adjusted for the implementation of GASB Statement No. 75 Accounting and Financial Reporting for Post employment Benefits Other Than Pensions, Table 2 COUNTY OF HAWAPI Changes in Net Position Last Ten Fiscal Years 2009 2010 2011 2012 2013, as 2014 2015 2016, as 2017 2018 restated restated Program Revenues Governmental activities: Charges for services: General government $ 5,442,950 $ 4,315,849 $ 1,856,795 $ 2,306,855 $ 1,695,152 $ 2,495,917 $ 2,246,106 $ 2,659,984 $ 2,791,430 $ 2,334,119 Public safety 4,846,834 4,449,519 4,447,120 5,136,278 5,117,102 5,562,424 5,926,316 5,594,344 5,739,064 6,114,204 Highways and streets 9,636,799 9,351,219 9,800,983 10,544,711 10,159,443 13,901,679 16,043,045 16,965,449 16,712,641 17,295,316 Health, education and welfare 532,832 713,774 424,107 454,913 570,312 559,381 548,781 523,824 1,305,662 923,654 Culture and recreation 1,557,597 1,609,041 1,626,178 1,601,195 1,794,553 1,954,213 2,150,900 1,951,553 1,844,380 1,999,177 Sanitation 16,415,985 14,934,570 15,889,364 14,831,846 15,593,933 16,426,521 17,816,818 19,011,328 20,896,167 21,910,253 Operating grants and contributions 42,273,795 49,571,173 50,820,951 45,767,655 44,410,353 42,957,370 47,406,704 47,234,458 52,897,945 57,600,066 Capital grants and contributions 15,728,186 13,532,669 38,810,806 86,754,033 107,584,670 62,370,497 29,621,907 60,230,846 14,784,692 31,530,719 Total governmental activates program revenues 96,434,978 98,477,814 123,676,304 167,397,486 186,925,518 146,228,002 121,760,577 154,171,786 116,971,981 139,707,508 Business -type activities: Charges for services: Health, education and welfare 371,511 337,982 372,599 393,464 432,057 468,018 453,304 457,842 469,082 503,597 Operating grants and contributions 135,674 136,802 133,215 131,227 123,800 127,119 113,642 133,932 132,435 224,921 Total business -type activities program revenues 507,185 474,784 505,814 524,691 555,857 595,137 566,946 591,774 601,517 728,518 44 Total primarygovemmentprogramrevenues $ 96,942,163 $ 98,952,598 $ 124,182,118 $ 167,922,177 $ 187,481,375 $ 146,823,139 $ 122,327,523 154,763,560 $ 117,573,498 $ 140,436,026 Expenses Governmental activities: General government $ 69,968,534 $ 65,552,278 $ 53,439,428 $ 56,115,599 $ 55,616,102 $ 59,448,042 $ 69,859,089 $ 65,064,440 $ 72,836,020 $ 75,740,262 Public safety 144,755,837 148,115,428 154,008,027 152,288,979 151,975,049 163,889,113 175,104,223 187,160,903 229,507,091 245,139,168 Highways and streets 36,466,541 38,075,835 34,812,165 42,462,299 42,219,903 38,670,145 45,989,038 45,255,305 51,368,841 54,728,332 Health, education and welfare 33,783,223 30,528,977 30,336,420 28,127,691 28,001,020 28,343,056 34,304,166 39,722,480 40,299,077 35,597,718 Culture and recreation 32,633,418 14,739,755 22,167,818 23,412,948 22,121,336 25,590,117 32 225 574 27,315,451 35,213,973 35,834,512 Sanitation 40,191,704 27,527,841 35,604,394 35,049,546 38,505,086 48,721,810 41,467,081 48,521,434 56,605,864 55,025,011 Interest on long-term debt 13,914,969 14,120,398 15,176,682 14,519,382 14,301,921 12,911,436 12,362,411 11,162,756 13,385,794 15,493,678 Total governmental activities expenses 371,714,226 338,660,512 345,544.934 351,976,444 352,740,417 377,573,719 411,311,582 424,202,769 499,216,660 517,558,681 Business -type activities: Health, education and welfare 525,449 590,131 550,801 517,052 496,017 494,722 561,813 544,808 573,854 566,864 Total business -type activities expenses 525,449 590,131 550,801 517,052 496,017 494,722 561,813 544,808 573,854 566,864 Total primary government expenses $ 372,239,675 $ 339,250,643 $ 346,095,735 $ 352,493,496 $ 353,236,434 $ 378,068,441 $ 411,873,395 $ 424,747,577 $ 499,790,514 $ 518,125,545 Net Expense Governmental activities $(275,279,248) $(240,182,698) $(221,868,630) $(184,578,958) $(165,814,899) $(231,345,717) $(289,551,005) $(270,030,983) $(382,244,679) $(377,851,173) Business -type activities (18,264) (115,347) (44,987) 7,639 59,840 100.415 5,133 46,966 27,663 161,654 Total primary government net expense $(275,297,512) $(240,298,045) $(221,913,617) $(184,571,319) $(165,755,059) $(231,245,302) $(289,545,872) $(269,984,017) $(382,217,016) $(377,689,519) Continued nextpage. N H N H CA co co N 00 O -1 coo N 7 w 0o M a N m N 01 N CO m m 0000 s H N O M 0 00 ry O .-' ,_' M to H m N 01 0000 M r ‘O 0 r' M O O H N 'n 00 - ‘O H 01 N oo ,O O OO r CO 01 N O 0o O O .m-' m m 0 m 00 m m o o M r 0 O O M , co 0o O O , M O O\ cc,' N O\ N 'n D 00 m m m H N C N O H gym° co S vc'CO N O N N M 00 ,O 'l, m r O O N 0 c0 m -1 ,--1 N EA N 'n N \O N co 0 N O ,-' N N m r m N co m d o O N N y, N H ,-1 ,-1 N EA o\ ,--i O\ H N O 00 vi 0 r N O .-i O S ,O 00 m , 00 N r r O m r m O" O .-' ,6 r N N EA N m' N O m H 0o HH HN OH 00 N 7 ‘O m M 7 0 M 00 co O N O N N O ,"" ,_' N EA o\ N H .-' 'n N'n O 00 C Om H C N ma, ,--1 o m o N O N H VO 'l, o\ 'n o\ o\ r 01 'n N N EA mO 01 O O N N 'n O m o o co N O ,o o, v, .-' r o,' oo N N -1 EA 357,439,438 321,095,433 307,047,362 O 00 O O N 273,903,134 248,972,063 N N N O N N M 0000 r N 265,520,186 0 0 r m N - CV M 0 N V N 0 0 0 M M 0 N 0 N $ 357,444,999 r 0 O N fR N 0 O N EA 0 O N EA 00 O M N ER $ 260,233,262 O O r N EA 00 N N ER O 0 00N N ro p A LL o o H H Changes In Net Position m M N Ear N 7 � O N s 00 r r m 00 00 O r En 'n N 0 N 0 O N O m o0 06 M CO - r M 0 0, 00 CO - N O O M � 0 0 O N N O N Ea $ (61,120,340) N trir EH m N 00 O CO- N CO- $ 83,560,695 N Q\ CO - r r teC CO m N N N N co 00 0 00 0 0 Unaudited - see accompanying independen (Modified accrual basis of accounting) Last Ten Fiscal Years 00 O N N N N 0 N N N O O N O N General Fund O 00d - r O O N N 0 n - Nt O m O M c w v, .-i O p O Cr, 0,0 M 7 r DC M n Q V) 7 O 01 01 .-i CV M 00 O N tri -1 —17 0,0 co M N 00 N O IO to M M O N N N CV N N N Mto N O 'n 00 In 0 M M lti Nt Ntir , N , ,O M 7 N N 0,0 M O N 01 0 01 M N 00 O 7 0 7 N r N tn t N co tn M to N .-i FA 00 O N N O O 'n M ID N M 'n 7 GO wa o C O M 7 N 00 M Fla CO In N 7 Q O\ 7 M O N 00 O Q1 "'i N m M N r M M o0 .y 1- 0,0 M IO 7 O I0 C N O In M M 7 O 0 0 m Q\ In In 00 N r C 00 V 700 7 Fla $ 8,088,347 N N N 0 F}3 1 N N vi M N m 00 00 N V) Unassigned 59.578247 Total general fund All other Government Fu 106,555,618 M m DC O M O\ N rriN co co vD p M —1 co O O s N ol O C) z Unreserved, reported in CA 0 00 M VN .y N 0 O 7 00 In DC O DC O\ r Q O N N N00 d - N 7 0 GO 7 �n N N N 7 00 DCO CV In N - 00 1- , N N 7 O N C N O N N triO M O00 O 0 M N 00 In 01 0 N N N N M M 0O O w C N co co N C 00 O GO r r (14.958.045) (10.258.317) N O rri O � to bA E 137,973,846 co N N 0 O 150,411,680 141,303,767 N N 132,701.268 183,982,500 Total of other governmental funds $ 160.551.173 Total Fund Balances see accompanying possible at this time year data to new 2011. Except for the unassigned cate fiscal year 2014 has been changed for consistency. Table 4 COUNTY OF HAWAII Changes in Fund Balances, Governmental Funds (Modified accrual basis of accounting) Last Ten Fiscal Years (Amounts in thousands) 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Revenues: Property tax $225,858 $215,548 5216,511 8208,231 I $ 223,482 $ 236,190 $ 249,054 $266,517 $ 301,699 Public service company tax 10,229 9,647 9,297 9,897 10,766 10,380 10,386 9,801 8,423 7,612 Fuel tax 7,662 7,406 7,603 8,293 6,353 7,373 7,633 7,934 8,289 13,342 Public utility franchise tax 11,118 8,963 9,416 11,065 11,087 10,793 10,824 9,004 7,951 8,331 Licenses and permits 14,972 14,725 15,097 15,790 15,991 19,618 22,046 22,432 22,932 24,066 Intergovernmental 70,869 77,614 93,748 100,867 79,912 75,257 86,272 85,173 79,220 90,025 Charges for services 21,404 18,909 16,416 16,885 17,055 19,392 20,357 21,672 21,708 23,553 Investment earnings (loss) I 8,914 2,253 510 406 (618) 1,704 716 614 632 1,592 Settlement contributions - - 12,500 - Other 5,690 3,241 7,874 4,201 4,399 30,084 9,769 16,132 11,791 4,832 Total Revenues 376,716 358,306 376,472 375,635 358,646 398,083 404,193 421,816 427,463 475,052 Expenditures: Current: General government 45,882 40,586 34,251 35,088 33,360 36,679 40,805 40,488 40,819 41,571 Public safety 107,540 108,798 104,917 104,523 106,885 111,221 122,819 127,451 136,163 137,718 Highways and streets 17,159 20,222 17,114 17,338 17,923 20,270 20,984 22,479 20,329 21,401 Sanitation 35,025 35,675 28,424 29,511 30,672 29,949 31,464 34,015 38,671 39,352 Health, education and welfare 24,596 25,519 26,847 23,749 24,199 23,070 24,540 25,380 30,535 29,876 Culture and recreation 18,853 17,266 16,001 16,763 16,337 18,334 20,056 21,561 21,196 21,324 Pension and retirement contributions 28,870 28,509 27,284 27,773 29,816 33,032 38,485 41,359 43,718 49,494 Employees' health insurance 19,119 23,573 25,212 25,902 26,011 26,786 27,731 30,112 32,147 33,802 Other postemployment benefits 14,950 15,700 17,307 - - 3,170 4,532 7,180 11,495 14,831 Other 6,257 4,773 4,758 4,183 2,991 3,238 4,686 3,931 3,839 4,622 Debt service: Principal 19,749 20,720 42,233 24,834 25,718 19,013 22,004 22,432 22,032 86,906 Interest 12,790 14,584 14,841 15,032 14,345 14,644 13,871 12,974 17,289 17,739 Capital outlay 89,368 100,653 87,782 71,220 48,565 51,369 79,398 144,288 111,109 41,924 Total Expenditures 440,158 456,578 446,971 395,916 376,822 390,775 451,375 533,650 529,342 540,560 Revenues over (under) Expenditures (63,442) (98,272) (70,499) (20,281) (18,176) 7,308 (47,182) (111,834) (101,879) (65,508) Other Financing Sources (Uses): Sale of assets 58 10 6 153 I 10 25 66 21 23 Capital leases 1,026 1,948 47 2,521 1,307 14 1,971 3,389 3,769 3,809 State Revolving Fund loans 280 6,811 9,257 4,569 4,991 3,072 7,317 8,130 5,154 Sale of bonds 50,000 - 45,000 50,480 130,136 107,116 Issuance of bond anticipation totes (BANs) 19,000 - - 59,800 - Refunding bonds 47,510 106,254 48,784 Premium on bonds 185 2,078 17,570 23,174 5,998 Refunding bonds/BANs issuance costs (19) (508) (276) Payment to refunded bond escrow agent (45,352) (128,920) (54,537) Retirement of refunded debt (9,635) - Transfers in 56,697 61,495 56,099 59,971 51,356 61,238 59,394 57,412 66,864 75,711 Transfers out (56,697) (61,495) (56,099) (59,971) (51,356) (61,238) (59,394) (57,412) (66,864) (75,711) Total other financing sources 51,549 27,750 56,388 7,243 66,872 3,096 1,996 140,908 71,720 116,1171 Net change itt fund balances $ (11,893) $ (70,522) $ (14,111) $ (13,038) $ 48,696 Debt service as a percentage of noncapital expenditures 10,404 $ (45,186) 29,074 $ (30,159) $ 50,563 9.0% 10.4% Unaudited -see accompanying independent auditors' report. ' Amount for fiscal year 2014 has been changed for consistency. 15.9% 12.3% 13.9% 10.0% 9,3% 9.1% 9.4% 22.1% Table 5 COUNTY OF HAWAII Real Property Assessed Values by Classification and Tax Rates Last Ten Fiscal Years (Values in Thousands) Fiscal Year 2009 Class of Property Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing 2010 Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing Continued next page, Value of Building Value of Net Taxable Tax Rates Net Taxable Building Per $1000 Land $2,385,714 $ 7.10 $4,287,515 4,079,199 8,10 1,561,009 1,542,712 9.00 1,271,240 742,561 9.00 905,079 418,607 9,00 561,220 2,245,161 6,35 4,325,743 44,670 8,55 340,254 2,091,891 5.55 2,623,241 41,793 5.55 38,026 $13,592,308 $15,913,327 Fiscal year 2009 total direct rate $7.68 $2,447,576 3,602,514 1,390,884 733,260 453,406 2,272,248 46,321 2,388,048 67,746 $ 7.10 $3,804,696 8.10 1,546,866 9.00 1,177,796 9,00 928,999 9.00 593,224 6.35 3,625,585 8,55 337,860 5.55 2,686,692 5.55 47,703 $13,402,003 $14,749,421 Fiscal year 2010 total direct rate $7.75 Land Value of Tax Rates Net Taxable Per $1000 Real Property $ 8.10 $6,673,229 8.10 5,640,208 9,00 2,813,952 9.00 1,647,640 9.00 979,827 8.35 6,570,904 8,55 384,924 5.55 4,715,132 5.55 79,819 $29,505,635 $ 8.10 $6,252,272 8,10 5,149,380 9.00 2,568,680 9.00 1,662,259 9.00 1,046,630 8.35 5,897,833 8.55 384,181 5.55 5,074,740 5.55 115,449 $28,151,424 Table 5 Fiscal Year 2011 Class of Property Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing 2012 Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing 2013 Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing Continued next page, Value of Net Taxable Building $3,040,977 2,660,600 820,418 713,161 454,868 2,232,765 48,766 2,479,437 108,290 $12,559,282 Building Tax Rates Per $1000 $ 9.10 9.85 9.85 9.10 9.10 8,35 9.85 5.55 5.55 Value of Net Taxable Land $3,787,185 1,144,873 690,834 908,741 594,589 2,860,494 341,496 2,573,527 57,821 $12,959,560 Fiscal year 2011 total direct rate $8.39 $2,849,965 2,772,190 771,971 676,465 446,247 2,023,285 44,874 2,480,038 142,899 $12,207,934 $ 9,10 9,85 9,85 9.10 9.10 8.35 9.85 5,55 5.55 $3,549,133 1,147,288 601,800 837,094 563,710 2,571,826 323,210 2,524,611 79,498 $12,198,170 Fiscal year 2012 total direct rate $8,52 $2,872,890 $ 9.10 2,403,216 9.85 711,884 9.85 661,323 9,10 472,242 9.10 2,067,097 8.35 41,505 9.85 2,525,018 5.55 110,208 5,55 $ 11,865,383 $3,534,961 1,069,999 506,998 806,131 463,832 2,425,798 287,375 2,502,822 64,270 $11,662,186 Fiscal year 2013 total direct rate $8,37 Land Value of Tax Rates Net Taxable Per $1000 Real Property $ 9.10 $6,828,162 9.85 3,805,473 9.85 1,511,252 9,10 1,621,902 9.10 1,049,457 8.35 5,093,259 9.85 390,262 5,55 5,052,964 5.55 166,111 $25,518,842 $ 9.10 $6,399,098 9.85 3,919,478 9.85 1,373,771 9.10 1,513,559 9.10 1,009,957 8.35 4,595,111 9,85 368,084 5,55 5,004,649 5.55 222,397 $24,406,104 $ 9.10 $6,407,851 9.85 3,473,215 9.85 1,218,882 9.10 1,467,454 9.10 936,074 8,35 4,492,895 9.85 328,880 5.55 5,027,840 5.55 174,478 $23,527,569 Table 5 Fiscal Year Class of Property 2014 Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing 2015 Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing 2016 Residential Apartment Hotel and Resort Commercial Industrial Agricultural & Native Forest Conservation Homeowners Affordable Rental Housing Continued next page, Value of Building Value of Net Taxable Tax Rates Net Taxable Building Per $1000 Land $2,961,309 $ 10.05 $3,470,148 2,431,314 10.85 1,077,153 669,850 10,85 477,981 648,273 10.05 766,029 470,992 10,05 443,702 2,105,481 9.25 2,365,245 36,902 10,85 255,602 2,645,121 6,15 2,537,128 115,384 6,15 64,662 $12,084,626 $11,457,650 Fiscal year 2014 total direct rate $9,23 $3,234,567 $ 10.05 $3,741,337 2,748,462 10,85 1,059,415 715,560 10.85 591,128 693,488 10.05 759,340 493,660 10,05 522,006 2,277,788 9.25 2,416,357 41,991 10.85 238,545 2,885,636 6.15 2,607,830 109,462 6,15 61,478 $13,200,614 $11,997,436 Fiscal year 2015 total direct rate $9.26 $3,480,591 2,944,454 704,372 691,810 487,990 2,358,086 45,651 2,965,718 132,752 $13,811,424 $ 10,05 10.85 10.85 10.05 10.05 9,25 10,85 6,15 6,15 $4,199,462 1,102,944 456,088 718,840 519,955 2,540,590 242,363 2,727,912 73,267 $12,581,421 Fiscal year 2016 total direct rate $9,25 Land Tax Rates Per $1000 $ 10.05 10.85 10,85 10.05 10.05 9.25 10.85 6.15 6.15 Value of Net Taxable Real Property $6,431,457 3,508,467 1,147,831 1,414,302 914,694 4,470,726 292,504 5,182,249 180,046 $23,542,276 $ 10.05 $6,975,904 10,85 3,807,877 10.85 1,306,688 10,05 1,452,828 10,05 1,015,666 9,25 4,694,145 10.85 280,536 6.15 5,493,466 6,15 170,940 $25,198,050 $ 10.05 $7,680,053 10,85 4,047,398 10.85 1,160,460 10.05 1,410,650 10.05 1,007,945 9.25 4,898,676 10,85 288,014 6,15 5,693,630 6.15 206,019 $26,392,845 Table 5 Value of Building Value of Land Value of Fiscal Class of Net Taxable Tax Rates Net Taxable Tax Rates Net Taxable Year _1 --ops Building Per $1000 Land Per $1000 Real Property 2017 Residential $4,117,521 $ 10.05 $4,395,220 $ 10.05 $8,512,741 Apartment 3,287,877 10.85 1,077,230 10,85 4,365,107 Hotel and Resort 751,005 10.85 470,390 10,85 1,221,394 Commercial 741,099 10.05 736,639 10,05 1,477,738 Industrial 504,084 10.05 519,750 10.05 1,023,834 Agricultural & Native Forest 2,746,489 9.25 2,636,805 9.25 5,383,295 Conservation 52,668 10.85 249,458 10.85 302,126 Homeowners 3,323,185 6.15 2,842,257 6.15 6,165,441 Affordable Rental Housing 147,676 6,15 74,531 6.15 222,207 $15,671,603 $13,002,281 $28,673,884 Fiscal year 2017 total direct rate $9.21 2018 Residential $4,468,601 $ 10.05 $4,539,015 $ 10.05 $9,007,616 Apartment 3,593,358 10.85 1,080,647 10.85 4,674,005 Hotel and Resort 786,420 10,85 511,659 10,85 1,298,079 Commercial 799,591 10.05 749,661 10.05 1,549,252 Industrial 526,130 10.05 550,670 10.05 1,076,800 Agricultural & Native Forest 2,877,993 9.25 2,696,501 9.25 5,574,494 Conservation 53,807 10.85 275,149 10.85 328,956 Homeowners 3,706,817 6.15 2,980,148 6.15 6,686,965 Affordable Rental Housing 171,631 6.15 88,857 6,15 260,488 $16,984,348 $13,472,307 $30,456,655 Fiscal year 2017 total direct rate $9.93 Source: County of Hawai i, Department of Finance, Real Property Tax Division NOTES: Assessed value is at 100% of market value, Property is reassessed annually, The County Council sets the tax rates annually. There are no overlapping property tax rates in the County of Hawaii, The improved residential and unimproved residential classes were combined into a single class beginning with the fiscal years ending June 30, 2009, Unaudited - see accompanying independent auditors' report, Taxpayer COUNTY OF HAWAII Principal Taxpayers June 30, 2018 and 2009 Fiscal Year 2018 Fiscal Year 2009 Table 6 Business 2017 Assessed Valuation Percentage of Total Assessed Rank Valuation 2008 Assessed Valuation Percentage of Total Assessed Rank Valuation Kohanaiki Shores LLC Hilton Resorts Corp. Mauna Kea/Hapuna Beach Corps. Huelalai Investors LLC Hilton Land Investment I LLC MAPS Orchid Hotel LLC Mauna Lani Resort Inc. Raptor Residence LLC Target Corporation SMG I Hotel Waikoloa LLC Mauna Kea Development Corp WB KD Acquisition LLC 1250 Oceanside Partners WB-LCP Orchid Owner LLC Kona Coast Resort Ltd BRE/Waikoloa LLC Developer $ 404,680,800 1 1.3% $ Timeshare 284,427,000 2 0.9% Developer/Hotel 178,923,600 3 0.6% Developer/Hotel 165,564,700 4 0.5% 240,434,900 0.7% Hotel 139,889,000 5 0.5% 239,433,900 2 0,7% Hotel 125,067,600 6 0.4% Developer/Hotel 98,591,400 7 0.3% 124,918,100 7 0.4% Residential 74,249,700 8 0.2% 69,870,500 10 0.2% Retailer 67,174,500 9 0.2% Hotel 63,459,700 10 0.2% Hotels/Dev. 237,247,300 3 0.7% Developer 197,382,400 4 0.6% Developer 196,188,400 5 0,6% Hotel 172,546,300 6 0.5% Condo/Time Share 82,733,300 8 0.2% Hotel 80,030,300 9 0.2% $1.602.028.000 5.1% 1,640,785,400 4.8% Note: Gross valuation at January 1, 2017: $30,456,654,447 Gross valuation at January 1, 2008: $34,434,334,300 Source: County of Hawai'i, Department of Finance, Real Property Tax Division Unaudited - see accompanying independent auditors' report. - 152 - Table 7 COUNTY OF HAWAII Property Tax Levies and Collections Last Ten Fiscal Years *Outstanding *Total Delinquent *Current *Current *Percent *Delinquent *Total Collections as *Outstanding Taxes as Fiscal Tax Tax of Levy Tax Tax Percent of Delinquent Percent of Year Levy Collections Collected Collections Collections Current Levy Taxes Current Levy 2009 226,638,993 219,437,531 97% 6,849,076 226,286,607 100% 352,386 0% 2010 215,262,172 207,501,307 96% 7,353,103 214,854,410 100% 407,762 0% 2011 215,729,273 208,106,918 96% 7,128,214 215,235,132 100% 494,141 0% 2012 204,868,717 198,274,186 97% 6,101,691 204,375,877 100% 492,840 0% 2013 197,043,064 191,154,491 97% 5,328,392 196,482,883 100% 560,181 0% 2014 217,269,825 211,711,407 97% 4,868,777 216,580,184 100% 689,641 0% 2015 233,255,919 227,211,277 97% 5,004,300 232,215,577 100% 1,040,342 0% 2016 244,067,211 237,882,513 97% 4,581,909 242,464,422 99% 1,602,788 1% 2017 266,398,351 259,074,405 97% 4,325,197 263,399,602 99% 2,998,749 1% 2018 302,488,275 292,626,959 97% 292,626,959 97% 9,861,316 3% * Amounts reflect subsequent adjustments Source: County of Hawai'i, Department of Finance, Real Property Tax Division Unaudited - see accompanying independent auditors' report. Business -Type Governmental Activities Activities General State Fiscal Obligation Revolving Capital Bonds/Notes Year Bonds (c) Fund Loans Leases Payable COUNTY OF HAWAI'I Ratios of Outstanding Debt by Type Last Ten Fiscal Years 2009 297,792,476 26,697,288 4,179,805 2010 277,700,110 30,469,767 4,552,290 2011 306.079,506 36,555,264 3,057,082 2012 286,168,549 29,050,626 3,803,618 2013 332,675,519 20,882,283 3,632,420 2014 318,138,520 22,928,638 2,308,241 2015 297,957,249 21,552,213 2,981,709 2016 413,986,312 27,463,251 4,916,178 2017 391,580,924 32,625,277 6,565,580 2018 471,743,088 35,647,870 8,112,577 NOTES: (a) Includes governmental activities and business -type activities, (b) See Table 11 for personal income and population data. (c) Amounts have been changed for consistency, Table 8 Component Total Primary Government Unit Total Primary Government and Component Unit Total General State Percentage Percentage Primary Obligation Revolving of Personal Per of Personal Per Government (a) Bonds Fund Loans Income (b) Capita (b) Income (b) Capita (b) 944,124 329,613,693 33,954,671 8,154,507 5,79% 1,853 6.53% 2,090 916,117 313,638,284 31,730,311 11,984,221 5.49% 1,751 6,25% 1,995 884,232 346,576,084 44,673,293 18,012,314 5,67% 1,851 6,69% 2,186 851,306 319,874,099 42,481,176 17,872,813 5,06% 1,691 6.02% 2,010 1,296,633 358,486,855 40,179,834 12,911,310 5,48% 1,879 6.29% 2,157 1,208,300 344,583,699 38,644,257 13,658,717 5,09% 1,774 5,86% 2,044 1,111,392 323,602,563 36,383,553 12,591,409 4,58% 1,647 5,27% 1,897 1,014,014 447,379,755 34,407,006 25,528,470 5.87% 2,254 6.66% 2,556 924,649 431,696,430 29,861,558 33,756,825 5,36% 2,154 6.15% 2,472 807,005 516,310,540 29,163,790 45,359,733 N/A N/A N/A N/A Details regarding the County's outstanding debt can be found in the notes to the basic financial statements, Unaudited - see accompanying independent auditors' report, Table 9 COUNTY OF HAWAII Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Debt Percent of Applicable to Net Taxable Fiscal Legal Debt Property Per Year Margin (a) Value (b) Capita (c) 2009 296,535,925 1.0% 1,667 2010 277,481,633 1.0% 1,549 2011 305,615,691 1.2% 1,636 2012 317,699,844 1.3% 1,679 2013 315,676,941 1.3% 1,654 2014 298,709,020 1.3% 1,538 2015 312,632,049 1.2% 1,592 2016 362,963,113 1.4% 1,829 2017 405,488,342 1.4% 2,024 2018 414,446,063 1.4% N/A NOTES: (a) See Table 10 for debt applicable to legal debt margin. (b) See Table 5 for net taxable property values. (c) See Table 11 for population data. Details regarding the County's outstanding debt can be found in the notes to the basic financial statements. Unaudited - see accompanying independent auditors' report. Table 10 COUNTY OF HAWAII Legal Debt Margin Information Last Ten Fiscal Years (Amounts in thousands) 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Debt limit (a) I $4,222,714 $3,827,826 $3,660,916 $3,529,135 $3,531,341 $3,779,708 $3,958,927 $ I $ 4,568.498 Debt applicable to limit 296,536 277,482 315,616 317,700 315,677 298,709 312,632 362,963 405,488 414,446 Legal debt margin (b) $4,129,309 $3,945,232 $3,512,210 $3,343,216 $3,213,458 $3,232,632 $3.467,076 $3,595,964 $ 3,895,595 $ 4.154,052 Debt applicable to the limit as a percentage of debt limit 6.70% 6,57% 8,25% 8,68% 8,94% 8,46% 8,27% 9,17% 9,43% 9,07% NOTES: (a) State finance statutes limit the County's outstanding general debt to no more than 15 percent of the net assessed value of property, See Table 5 for net assessed value of property, (b) The legal debt margin is the County's available borrowing authority under state finance statutes and is calculated by subtracting the net debt applicable to the legal debt limit from the legal debt limit, Legal Debt Margin Calculation for Fiscal Year 2018 Net assessed value $30,456,655 Debt limit (15% of net assessed value) Debt applicable to limit Legal debt margin Unaudited - see accompanying independent auditors' report. $ 4,568,498 414,446 $ 4,154,052 Table II COUNTY OF HAWAII Demographic and Economic Statistics Last Ten Fiscal Years Fiscal *Personal *Per Year *Resident Income Capita Ended Population (thousands Personal School Unemployment June 30, as of July 1 of dollars) Income Enrollment Rate 2008 181,506 $ 5,899,236 $ 32,502 30,408 5.7% 2009 183,629 $ 5,517,497 $ 30,047 30,138 9.9% 2010 185,381 $ 5,717,885 $ 30,844 29,741 10.0% 2011 187,229 $ 6,114,237 $ 32,656 30,103 9.7% 2012 189,191 $ 6,318,657 $ 33,398 30,314 8.3% 2013 190,821 $ 6,544,583 $ 34,297 33,948 6,6% 2014 194,190 $ 6,771,329 $ 34,870 29,985 6.5% 2015 196,428 $ 7,067,347 $ 35,979 29,865 5.2% 2016 198,449 $ 7,618,924 $ 38,392 29,753 4.7% 2017 200,381 $ 8,053,011 $ 40,188 29,666 3.5% * Amounts reflect subsequent adjustments Source: County of Hawaii i, Department of Research and Development, Bureau of Economic Analysis, State of Hawaii Department of Labor, State of Hawaii DOE and University of Hawaii Hilo Unaudited - see accompanying independent auditors' report. - 157 - Emvlover Table 12 COUNTY OF HAWAII Principal Employers, County of Hawaii June 30, 2018 and 2009 2018 2009 Percentage Percentage of Total County of Total County Employees Rank Employment Employees Rank Employment State of Hawai' I County of Hawaii I Four Seasons Resort Hualalai United States Government Mauna Idea and Hapuna Prince Resorts and Mauna Idea Services Hilton Waikoloa Village IATA Super Stores The Fairmont Orchid, Hawaii Mauna Lani Resort (Operations), Inc. North Hawaii Community Hospital Wal-Mart Hapuna Beach Prince Hotel Total Total employee count 14,600 1 20.5% 8,115 1 9,4% 2,800 2 3.9% 2,745 2 3,2% 1,300 3 1.8% 562 9 0,7% 1,200 4 1.7% 1,364 3 1,6% 1,018 5 1.4% 876 6 1.2% 984 4 1,1 % 800 7 Ll % 800 6 0.9% 715 8 1.0% 577 8 0.7% 515 9 0.7% 685 7 0.8% 367 10 0.5% 852 5 1.0% 487 10 0.6% 24,191 33.8% 17,171 19,9% 71,247 86,325 Source: County of Hawai i, Department of Research and Development Unaudited - see accompanying independent auditors' report. - 158 - Table 13 COUNTY OF HAWAII Full -Time Equivalent County Government Employees by Function Last Ten Fiscal Years 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Function General government: County Council 9,00 9,00 9.00 9.00 9.00 9.00 9.00 9.00 9.00 8.00 County Clerk 55.48 56.08 53,00 54,00 52,50 46.40 53,16 54,56 54,16 51,16 Legislative Auditor 5.00 5.00 5,00 4.75 3,75 5.00 5,00 5,00 5.00 4,00 Mayor 22.49 19,00 21,99 18,50 16,00 18.75 19,47 17.48 16,99 16.99 Corporation Counsel 30,00 32,00 29.00 29.00 27.00 28,00 25,00 23.00 26,00 26.00 Finance 128,44 123,89 121.89 123,35 131.37 134,98 134.49 131,49 151,00 153.49 Human Resources 28,96 27.98 25,49 25,48 24,00 24,49 25.49 25,49 25,49 23,49 Planning 48,00 49,00 49,49 48.00 50,00 51,00 50,00 53,00 56.00 53,00 Research & Development 15.00 14,00 14,00 12.00 12,00 11.49 14,49 16.00 14.49 12,00 Information Technology 16.00 15,48 16.00 16,00 16.00 22.00 19.00 19.00 21.00 20,00 Public Works Admin & Building 170.44 162,99 158,84 155,48 155.50 162.49 164.28 167.49 172.49 167,75 Public Safety: Police 553.37 558.32 565,99 541,25 548,98 567,23 564.50 564,75 572,00 550.50 Fire 412.05 411,53 414.08 391,28 418,57 429.57 436,57 433,07 434.58 425,57 Liquor Control 14,00 14,00 14,00 15,00 14,00 14.00 13,00 16.00 17.00 17,00 Civil Defense 7,00 7.00 7,00 7,00 7.00 7,00 7.00 7.00 7,00 7.00 Prosecuting Attorney 103.00 98,24 99.00 91,49 99.49 98.97 105.97 108.97 108,97 111,49 Highways and Streets: Mass Transit 6,00 7,00 7.00 7,00 8,00 11,00 11,00 12,00 10,00 12.00 Traffic and Highways 182,48 174,48 176.48 178,48 176,48 173,48 175.48 175.48 177.48 187.48 Sanitation: Administration 19.49 16.98 18,49 17.00 17.00 19.49 19,49 17.98 19,98 18.98 Sewer 41.47 44.98 47,49 47,49 46.00 44,49 47.49 46.49 45.49 48,49 Vehicle Disposal 2,00 2,00 2.00 2.00 4.00 1.00 2,00 2,00 2,00 3,00 Solid Waste 93.49 93,00 95.00 99.00 98.00 103.50 103,00 104.00 102.00 103,00 Health, Education and Welfare: Housing 44,95 47.44 47,48 43,48 41,00 43,00 46,00 46,00 47,00 48,00 Aging 12,00 11,00 12,00 13,00 11,00 12.00 9,00 13,00 15,00 16,00 Culture and Recreation 391.45 379,50 380,74 370,15 370,87 352.14 362.40 356,84 369.29 372,33 Total 2,411.56 2,379,89 2,390.45 2,319,18 2,357,51 2,390.47 2,422.28 2,425.09 2,479,41 2,456.72 Source: County of Hawaii, Department of Finance Unaudited - see accompanying independent auditors' report. Function Public Safety: Police: DUI arrests Traffic citations issued Fire: Fire responses Emergency medical/rescue responses Inspections - Occupancy/Fire Protective Equipment Sanitation: Refuse disposed (tons per year) Highways and Streets: In-house street resurfacing (miles) Parks and Recreation: Pavilion permits issued Camping permits issued Rounds of golf Zoo attendance Transit: Bus passengers Public Works: Building permits issued Electrical permits issued Plumbing permits issued Sign permits issued Source: County of Hawaii, Individual Departments Unaudited - see accompanying independent auditors' report Table 14 COUNTY OF HAWAII Operating Indicators by Function Last Ten Fiscal Years 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 1,395 1,452 1,468 1,403 1,176 1,351 L035 1.113 1,083 1.170 66,461 63,883 61.947 60.967 49,292 63,921 60,016 67,289 69,611 68,535 751 889 731 684 654 671 700 700 731 811 15,099 15,308 15,726 16,361 16,454 15,968 18.750 17.834 17,178 18,005 1,479 1,579 3,021 2,050 1.463 1,687 1,262 1,000 1,298 951 172,431 154,914 166,455 152,949 153,581 166,890 179,033 188,758 195,162 224.196 27 23 18 20 20 17 6 21 24 13 2,310 2,340 4,667 2,805 2,775 2,708 2,482 2,552 2,513 2,417 3,998 4,290 4,019 4,450 5,175 4,261 6,207 6,688 7,345 8,394 80,229 80,407 83,358 72,162 71,352 71,568 65,093 57,325 58,874 58.504 182,286 172,737 172,677 213,537 245,715 220.323 214,249 251,436 264,415 269,453 908,651 1,060,057 1.149,042 1,315,222 1,269,550 920,280 944,738 874,424 766,472 742,250 3,929 3,234 3,039 3,258 4,754 4,797 5,494 4,833 3,214 3,672 3,869 3,602 3,821 4,080 5,137 5,313 5,645 4,232 3,509 4,077 2,983 2,638 2,071 1,749 2,001 1,664 1,897 1,819 1,801 1,914 62 62 58 55 52 57 44 47 39 45 Table 15 COUNTY OF HAWAII Capital Asset Statistics by Functions Last Ten Fiscal Years 2009 2010 2011 2012 2013 2014 2015 2016 2017 2018 Function Public Safety: Police: Stations 8 8 8 8 8 8 8 8 8 8 Substations 10 10 10 10 8 8 8 10 10 10 Fire stations 20 20 20 20 20 21 21 21 21 21 Highways and Streets: County streets (miles) 943 944 946 954 945 961 956 956 991 990 Streetlights 9,404 9,592 9,864 9,883 9,939 10,165 10,366 10,655 10,771 11,310 Parks and Recreation: Parks 143 143 143 144 145 145 146 147 151 151 Gyms and recreation centers 61 61 61 62 62 62 62 62 65 65 Sanitation: Sanitary sewers (miles) 100* 111* 111* 112* 112* 105* 105* 105* 105* 105* *GIS database utilized beginning FY 2008 Source: County of Hawaii i, Department of Research and Development Unaudited - see accompanying independent auditors' report,