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HomeMy WebLinkAboutFY 2004-2005 -- Comprehensive Annual Financial ReportCOMPREHENSIVE ANNUAL FINANCIAL REPORT FOR FISCAL YEAR ENDED SEPTEMBER 30, 2005 CITY OF COLLEGE STATION , TEXAS HEART OF THE RESEARCH VALLEY the heart of the Research Valley Mission Statement On behalf of the citizens of College Station, home of Texas A&M University, we will promote and advance the community's quality of life. www.cstx.gov CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 PREPARED BY THE CITY OF COLLEGE STATION FISCAL SERVICES DEPARTMENT JEFF KERSTEN, FINANCE AND STRATEGIC PLANNING DIRECTOR PHILLIP GUILLEN, ACCOUNTING MANAGER CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Table of Contents Page i INTRODUCTORY SECTION Letter of Transmittal ................................................................................................................................vi GFOA Certificate of Achievement for Excellence in Financial Reporting.............................................xiii Organizational Chart.............................................................................................................................xiv Principal City Officials ............................................................................................................................xv FINANCIAL SECTION Independent Auditors' Report .................................................................................................................1 Management’s Discussion and Analysis (Unaudited).............................................................................3 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Assets..........................................................................................................23 Statement of Activities.............................................................................................................24 Fund Financial Statements: Balance Sheet – Governmental Funds ...................................................................................26 Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Assets................................................................................................27 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds...............................................................................28 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities...............................29 Statement of Net Assets – Proprietary Funds.........................................................................30 Statement of Revenues, Expenses, and Changes in Fund Net Assets – Proprietary Funds .................................................................................32 Statement of Cash Flows – Proprietary Funds .......................................................................34 Notes to the Financial Statements.................................................................................................37 Required Supplementary Information: Schedule of Funding Progress – Texas Municipal Retirement System ........................................69 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Table of Contents Page ii Schedule of Revenues, Expenditures, and Changes in Fund Balances, Budget and Actual (Budgetary Basis) – General Fund.................................................70 Adjustments to General Fund Revenues and Expenditures To Reconcile From Budget Basis to GAAP Basis...............................................................................71 Supplementary Information: Combining and Individual Fund Statements and Schedules: Combining Balance Sheet – Nonmajor Governmental Funds................................................74 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances – Nonmajor Governmental Funds..............................................................78 Schedules of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual (Budgetary Basis): Debt Service......................................................................................................................82 Adjustments to Debt Service Fund Revenues To Reconcile from Budget Basis to GAAP Basis...................................................................83 Special Revenue Funds: Community Development ..........................................................................................84 Convention Center......................................................................................................85 Hotel/Motel Tax ..........................................................................................................86 Parks Escrow..............................................................................................................87 Wolf Pen Creek Tax Increment Financing District .....................................................88 Adjustments to Special Revenue Fund Revenues and Expenditures to Reconcile from Budget Basis to GAAP Basis.........................................89 Capital Projects Funds: Business Park.............................................................................................................90 Drainage Projects.......................................................................................................91 General Government Projects....................................................................................92 Parks Projects ............................................................................................................93 Streets Projects..........................................................................................................94 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Table of Contents Page iii Adjustments to Capital Projects Fund Revenues and Expenditures to Reconcile from Budget Basis to GAAP Basis.........................................95 Nonmajor Enterprise Funds: Combining Statement of Net Assets ..........................................................................98 Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets .....................................................................................................99 Combining Statement of Cash Flows.......................................................................100 Internal Service Funds: Combining Statement of Net Assets ........................................................................102 Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets...................................................................................................104 Combining Statement of Cash Flows.......................................................................106 Capital Assets Used in the Operation of Governmental Funds: Schedule by Source .................................................................................................111 Schedule by Function and Activity ...........................................................................112 Schedule of Changes by Function and Activity........................................................114 STATISTICAL SECTION Government-Wide Expenses by Function ..........................................................................................118 Government-Wide Revenues..............................................................................................................119 General Governmental Revenues and Other Financing Sources......................................................120 General Governmental Tax Revenues By Source..............................................................................121 General Governmental Expenditures and Other Uses by Function ...................................................122 Property Tax Levies and Collections ..................................................................................................123 Assessed Value of Taxable Properties...............................................................................................124 Property Tax Rates, Ratios and Levies - All Direct and Overlapping Governments ..........................125 Paving Assessment Collections..........................................................................................................126 Computation of Legal Debt Margin .....................................................................................................127 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2005 Table of Contents Page iv Ratio of Net General Bonded Debt to Assessed Value and Net Bonded Debt Per Capita................128 Schedule of Direct and Estimated Overlapping Debt .........................................................................129 Ratio of Annual Debt Service Expenditures for General Obligation Debt to Total General Governmental Expenditures and Other Uses..........................................................130 Utility Funds - Schedule of Revenue Bond Coverage ........................................................................131 Construction Permits...........................................................................................................................132 Principal Taxpayers.............................................................................................................................133 Principal Utility Customers..................................................................................................................134 Summary of Insurance Coverage .......................................................................................................135 Miscellaneous Statistical and Demographic Data ...............................................................................136 v vii The Financial section described above is prepared in accordance with generally accepted accounting principles for governments as prescribed by the Governmental Accounting Standards Board ("GASB") and other professional associations, as applicable. CITY PROFILE Location The City of College Station, incorporated in 1938, is located in Brazos County in East Central Texas, approximately 140 miles north of the Gulf of Mexico, approximately 90 miles northwest of Houston, approximately 165 miles south of Dallas and approximately 100 miles east of Austin, in an area referred to as the Brazos Valley. The City currently has a land area of 47.2 square miles and a current estimated population of 81,987 as of December 2005. The City has the power, by state statute, to extend its corporate limits by annexation, which it has done periodically. Structure The City of College Station is a home rule municipality and utilizes a Council-Manager form of government organized under the Constitution and laws of the State of Texas. The City Council is composed of a mayor and six council members elected at large. The City Council appoints the City Manager, City Attorney, City Secretary and Municipal Court Judge. Almost all other City staff work under the direction of the City Manager. The Reporting Entity and Services Provided This report includes all government activities, organizations and functions for which the City is financially accountable as defined by the GASB. Based on these criteria, no other governmental organizations are included in the report. For additional information on the reporting entity, refer to Note I-A in the basic financial statements. The City provides a full range of municipal services as prescribed by statute or charter. These services include police, fire and emergency medical services, parks and recreational facilities, library services, street maintenance and construction, public improvements, general administrative services and electrical, water, sewer, and sanitation systems. Internal services of the City accounted for on a cost reimbursement basis are print/mail, risk management, employee health and disability, equipment replacement, fleet management, and communications. Accounting System and Budgetary Control The City's accounting records for general governmental operations are maintained on a modified accrual basis, with the revenues recorded when available and measurable, and expenditures recorded when the services or goods are received and the liabilities incurred. Accounting records for the City's utilities and other proprietary activities are maintained on a full accrual basis with revenues recorded when earned and expenses recorded as goods or services are provided to the user. In developing and maintaining the City's accounting system, consideration is given to the adequacy of the internal control structure. Internal accounting controls are designed to provide reasonable, but not absolute, assurance regarding: (1) the safeguarding of assets against loss from unauthorized use or disposition, and (2) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that the cost of a control viii should not exceed the benefits likely to be derived, and the evaluation of costs and benefits requires estimates and judgments by management. All internal accounting control evaluations occur within the above framework. We believe that the City's internal accounting controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. The annual budget serves as the foundation for the City's financial planning and control. The City Charter provides that the City Manager will submit a proposed budget to the City Council between 30 and 90 days prior to the end of the fiscal year. The City's budget is prepared by function, fund and department. The City Council is required to hold a public hearing on the proposed budget and to adopt a budget no later than the 27th day of the last month of the fiscal year. The City's fiscal year begins on October 1 and ends on September 30. Controls of budgetary spending are at the department level within the City's General Fund and at the individual fund appropriation in all other funds. The City Council must authorize transfers between General Fund departments and all increases in total spending in any fund. The City's departments have direct access to review budgets as often as necessary. Monthly closing reports are prepared and reviewed by management showing revenues, expenditures, and balance sheets. Summarized financial reports and budget reports are provided to the City Council on a quarterly basis. FACTORS AFFECTING FINANCIAL CONDITION Economic Conditions College Station has continued to grow in the last year. The concentration of stable and even-growing employment sectors such as government, higher education and health care contribute to the steady growth that College Station has experienced over the last several years. This growth provides some of the additional resources needed to maintain service levels to the citizens and visitors of College Station. In 2005, the Bureau of Labor Statistics (BLS) significantly altered the methodology used to calculate unemployment. The new calculation method resulted in just over a one percent increase in the unemployment figure for College Station. In prior years, the unemployment rate was in the 2.5 percent range. As a result of the BLS change, the annual unemployment rate for fiscal year 2005 was approximately 3.6 percent. In 2005, state sales tax revenues were up by 6.5 percent. Sales tax collections in College Station saw growth in fiscal year 2005 as well. This is consistent with growth in sales tax receipts the City has experienced over the last several years. In fiscal year 2005, sales taxes were up by 3.3 percent over fiscal year 2004 to $15,445,404. College Station continues to see growth in housing and commercial development. There were 553 new housing starts during 2005, which is slightly higher than in 2004. Total ad valorem assessed valuation increased by approximately $261 million or approximately 8.7 percent for fiscal year 2005 over fiscal year 2004. Commercial development continued to be strong with both new and redevelopment. Several new commercial businesses opened in College Station in 2005, and several new hotels were under construction in 2005. The University Drive corridor continued to have a significant amount of new businesses and increased traffic. One major asset of the City of College Station is that it is the home of Texas A & M University ("TAMU"). TAMU is located on an approximately 5,200 acre campus within the City. TAMU has a significant economic impact on the City, contributing over $940 million annually to the local economy. TAMU has ix consistently ranked among the top 50 universities in the United States. Each year, TAMU's approximately 2,500 faculty members conduct an estimated $450 million worth of sponsored research projects. The $4.45 billion endowment ranked TAMU ninth in the nation for fiscal year 2005. Student enrollment at TAMU was 45,089 as of September 2005. TAMU employs more than 20,000 full-time and part-time staff. Major Initiatives In 2005, numerous capital improvement initiatives were undertaken by the City. Construction continued on the second phase of trails and drainage improvements in the Wolf Pen Creek District. This project is being paid for from the Wolf Pen Creek Tax Increment Financing District fund and the Drainage Utility fund, and is a significant project in the Wolf Pen Creek Corridor that is designed to help spur additional development in this growing corridor. Additional Wolf Pen Creek capital projects are planned for the future to encourage continued growth. In 2005, the expansion of the Lincoln Recreation Center was completed. The expansion included additional game room space, dressing rooms, restrooms, storage and a fitness room. The project also included a multi-purpose pavilion and 62 additional parking spaces. Construction began in 2005 on a zero-depth splash park to be installed at the Lincoln Center. The City continues to upgrade and replace infrastructure within its parks system. In 2005, other parks projects completed included improvements to Parkway Park, the installation of lighting at various soccer fields, and enhancements to a variety of parks including the installation of lighting, landscaping, benches, sidewalks, drinking fountains, and shade covers. Street projects completed in 2005 included the extension of Longmire Drive. Completion of this roadway section makes Longmire Drive continuous between Barron Road and Valley View Drive. The project included extending a major collector roadway with two travel lanes, a continuous two-way left turn lane, bike lanes and sidewalks. The section also included a box culvert bridge with a stamped colored-concrete lining, river rock rip-rap, and streetscape-style handrails. Also completed in 2005 was the widening of Greens Prairie Road from State Highway 6 to just beyond Pebble Creek Parkway. The road was widened from two to four lanes and includes a median and turn pockets. The rehabilitation of Dominik Drive was also completed in 2005. This rehabilitation went from the end of Dominik (cul-de-sac) to Munson Drive. This section of Dominik was assigned as a bike route (with no marked bike lanes). Traffic projects completed in 2005 included a pedestrian signal at Harvey Road and Dartmouth. This project included the installation of pedestrian signals and push buttons which allows for safe access for pedestrians to and from apartments and shopping centers. This project also linked close to 1,000 feet of sidewalks and ADA ramps to make this intersection accessible to all pedestrians. Hike and bike trail projects underway in 2005 included the installation of trails in Brison Park. This project involves the installation of a bike and pedestrian path through the Old Jersey Street right-of-way adjacent to Brison Park. Electric utility projects completed in 2005 included the installation of a 138kv capacitor bank at the Greens Prairie Road substation. This capacitor is designed to keep voltage loads stable on the transmission system. Other projects completed by the electric utility in 2005 included various system overhead improvements designed to increase system reliability and load. In addition, lines were relocated underground in conjunction with the Texas Avenue relocation project. In the water and wastewater utilities, work continued on a number of capital projects. Water and wastewater lines were moved in conjunction with the widening of Texas Avenue. Work also continued on the construction of a parallel water transmission line along FM2818 from Hwy 21 south to Villa Maria Road. The additional system capacity is required to support the Northgate area and to provide water service to the annexed area west of FM2818 along FM60. Emergency electric power production equipment was purchased in 2005 to ensure minimum water and wastewater services can be maintained in the event of a primary electric service blackout. In addition, numerous water and wastewater line rehabilitation and replacement projects were ongoing in 2005. x Construction on Fire Station #5 located on Greens Prairie Road in the southern part of College Station continued in 2005. This station is needed to provide adequate fire protection in the growing southern part of the City. It is anticipated that the station will open in 2006. Technology is an ongoing area of advancement for the City. Completed in 2005 was the implementation of software to allow for the payment of municipal court fines over the internet. Another project completed in 2005 was the update of the City’s topographical/aerial maps. These maps are integral to the City’s GIS system. Also completed in 2005 was the automated police booking project. This project automates the booking of detainees in the City's jail facility. It includes live scan of fingerprints, thus making it possible to immediately compare detainee fingerprints to those on file, which should speed up the booking process allowing officers to return more quickly to patrol duty. Capital Planning The citizens of the City approved general obligation bond proposals totaling approximately $38.4 million in November 2003. The second portion of this bond authorization, totaling $5,710,000, was issued in 2005. It is anticipated that various street, traffic safety, public buildings, parks and fire station projects funded by these bonds will be built over the next five years. The City has gone to the voters three times in the last ten years with successful general obligation bond proposals. Key projects planned include street and traffic improvements, public safety facility improvements and park expansions. Upcoming street and traffic improvements include the second phase of the Dartmouth Drive extension, the design of Rock Prairie Road East widening, improvements to Barron Road and the construction of a number of new traffic signals. Public safety facility improvements include the relocation of Fire Station #3 and the expansion of the existing Police Station. Future park expansion projects include the construction of the second phase of Veterans Park and the construction of University Park. The design of the second phase of Veterans Park occurred in FY05, and construction is anticipated for FY06 and FY07. It is projected that the City will be able to make these improvements without increasing the ad valorem tax rate for the capital portion of these projects. Planning in the electric, water, wastewater and drainage utilities provides for an anticipated investment of $133 million over the next five years. The electric funds will be used to provide electric line extensions, transmission enhancements, substations, new customer connections, and replacements of existing facilities. The water utility will continue to replace lines in older neighborhoods, add new transmission and distribution lines, provide for a looped system, add new shallow wells, and continue a project to add transmission capacity from the well field to the City. Wastewater projects include sewer outfall lines, line extensions for annexed areas and new services, and treatment plant improvements. Drainage funds will be used for improvements that allow the City to maintain adequate storm carrying capacity of the drainage system. Some rate increases are anticipated for the utilities over the next five years to keep up with the additional capital requirements. Cash Management The City awards its depository contract through official bidding procedures for a two-year period with the provision for up to three one-year extensions. The City issued a request for applications for depository services in June 2005. The current depository contract expires in 2008 and is with Citibank, Texas N.A. The City's bank depository agreement requires that all demand deposits and time deposits are secured by pledged collateral with a market value equal to no less than 105 percent of the deposits, less $100,000 which is insured by the Federal Deposit Insurance Corporation. Evidence of the pledged collateral is maintained by the Fiscal Services Department and a third party financial institution. Collateral is reviewed monthly to assure the market value of the securities pledged equals or exceeds the related bank balances. Assets pledged to the City by its depository are held by the Bank of New York. xi Temporarily idle cash for all funds is invested by City officials in securities as allowed by Texas Statutes and the City's investment policy. This policy is reviewed and adopted by the City Council annually. The average balance of the City's investment portfolio for fiscal year 2005 was approximately $129,758,428. The overall portfolio produced total interest earnings of $3,540,745 which represents an increase of $735,637 from fiscal year 2004. The City had no realized losses on any securities held during fiscal year 2005. Investment securities purchased by the City, except investments in pooled funds and mutual funds, are on a delivery versus payment basis. That is, funds are not wired or paid until verification has been made that the correct security has been received by the custodian. Securities are held in a custody account in the City's name. The original copy of all safekeeping statements is delivered to the City. J.P. Morgan Chase has been designated as the City's safekeeping and custodian bank. Risk Management The City's risk management program is administered by the Risk Management Division. The division is responsible for monitoring all claims filed against the City, as well as handling the filing of claims as necessary on behalf of the City. The Risk Management Division is responsible for administering the City's Workers' Compensation and Property and Casualty Self Insurance Funds. The City's Risk Manager is responsible for ensuring that the City's coverage is adequate to protect the City in the event of potential losses and for ensuring continuous coverage. The City has implemented an aggressive safety training program. Employee Retirement System The City is a member of the Texas Municipal Retirement System ("TMRS") that covers all full-time and certain part-time employees. The plan provides for no benefits beyond the contributions of the employee, employer and earnings on the individual employee account. Employee contributions are seven (7) percent of gross earnings. The City's contribution rate for 2005 was 12.17 percent. The contribution rate for the City is set by TMRS annually for a calendar year. Any unfunded liability (actuarially determined cost to the City not already paid) is paid over a 25-year period and is included as a part of the rate the City pays. OTHER INFORMATION Independent Audit Section 37 of the City's Charter requires that not less than thirty (30) days prior to the end of each fiscal year, the City Council shall designate a qualified public accountant or accountants who, as of the end of the fiscal year, shall make an independent audit of accounts and other evidences of financial transactions of the city government and shall submit the report to the City Council. Such accountants shall have no personal interest, direct or indirect, in the fiscal affairs of the city government. They shall not maintain any account or record of the city business, but, within specifications approved by the City Council, shall post- audit the books and documents kept by the Department of Fiscal Services and any separate or subordinate accounts kept by any other office, department or agency of the city government. The City of College Station has engaged Ingram, Wallis & Company of Bryan, Texas to perform the audit, and their opinion has been included in this report. It should be noted that the auditors included all funds in their audit, performed their audit in accordance with U.S. generally accepted auditing standards, and concluded, based upon the audit, that there was a reasonable basis for rendering an unqualified opinion that the City of College Station's financial statements for the fiscal year ended September 30, 2005 are fairly presented in conformity with U.S. generally accepted accounting principals. The independent auditors' report is presented as the first component of the financial section of this report. xiii CITY OF COLLEGE STATIONCITIZENS OFCOLLEGE STATIONMAYOR ANDCOUNCILAPPOINTED BOARDS ANDCOMMISSIONSCITYSECRETARYMUNICIPALJUDGESCITY ATTORNEYCITY MANAGER'S OFFICECity ManagerAssistant City ManagerCOMMUNITYPROGRAMSPUBLIC COMMUNICATIONSAND MARKETINGEMERGENCYMANAGEMENTFIREPOLICEECONOMIC DEVELOPMENT/COMMUNITY DEV.FISCALSERVICESPARKS &RECREATIONDEVELOPMENTSERVICESPUBLICWORKSPUBLIC UTILITIESOFFICE OFTECHNOLOGY &INFORMATIONSERVICESHUMANRESOURCESADMINISTRATIONSUPPRESSIONPREVENTIONEMSADMINISTRATIONUNIFORMPATROLCRIMINALINVESTIGATIONSSPECIALSERVICESQUARTERMASTERCOMMUNICATIONS /JAILPROFESSIONALSTANDARDSINFORMATIONSERVICESBUSINESS PARKEDC LIAISONREDEVELOPMENTTOURISMDEVELOPMENTRETAILDEVELOPMENTSPECIAL PROJECTS/CIPCOMMUNITY DEVELOPMENTACCOUNTINGPURCHASINGRISKMANAGEMENTMUNICIPALCOURTADMINISTRATIONRECREATIONSPECIALFACILITIESPARKSOPERATIONSFORESTRYARTS COUNCILBUILDINGINSPECTIONPLANNINGSTREETSDRAINAGEFLEETTRAFFICSOLID WASTECOLLECTIONENGINEERINGFACILITIESMAINTENANCEELECTRICWATERWASTEWATERMANAGEMENTINFORMATIONSERVICESGEOGRAPHICINFORMATIONAND MAP SERVICESCOMMUNICATIONSERVICESUTILITY CUSTOMER SERVICESLIBRARYAPPOINTEDBOARDSDEVELOPMENTCOORDINATIONOFFICE OF BUDGETAND STRATEGIC PLANNINGCONVENTION &VISITORS BUREAUPARKINGCOMMUNITY ENHANCEMENT(CODE ENFORCEMENT)xiv xv CITY OF COLLEGE STATION, TEXAS PRINCIPAL CITY OFFICIALS September 30, 2005 Elected Officials: Mayor.........................................................................................................................................................Ron Silvia Council Member, Mayor Pro Tem...........................................................................................................John Happ Council Member, Place 1 ......................................................................................................................... Ben White Council Member, Place 3 ............................................................................................................................Ron Gay Council Member, Place 4 ...............................................................................................................Susan Lancaster Council Member, Place 5 ........................................................................................................................Chris Scotti Council Member, Place 6 ......................................................................................................................Nancy Berry City Administration: Interim City Manager............................................................................................................................Glenn Brown City Attorney...............................................................................................................................Marshall Cargill, Jr. City Secretary.....................................................................................................................................Connie Hooks Director of Public Utilities......................................................................................................................John Woody Director of the Office of Technology and Information Services ......................................................Olivia Burnside Finance and Strategic Planning Director ..............................................................................................Jeff Kersten Director of Economic Development..........................................................................................................Kim Foutz Director of Development Services...........................................................................................................Joey Dunn Fire Chief ............................................................................................................................................... Robert Alley Director of Parks and Recreation ..................................................................................................Stephen Beachy Director of Human Resources..........................................................................................................Julie O’Connell Police Chief.....................................................................................................................................Michael Clancey Director of Public Works .........................................................................................................................Mark Smith Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 3 This section of the City of College Station's (the “City”) Comprehensive Annual Financial Report presents a narrative overview and analysis of the financial activities of the City for the fiscal year ended September 30, 2005. 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 City exceeded its liabilities at the close of the most recent fiscal year by $304,277,434 (net assets). Of this amount, $58,727,730 (unrestricted net assets) may be used to meet the government's ongoing obligations to citizens and creditors. • The City's total net assets increased by $10,830,982 during the fiscal year. • At the close of the current fiscal year, the City's governmental funds reported combined ending fund balances of $59,413,861, an increase of $103,275 when compared to the prior year. • Approximately 26 percent of the combined governmental funds ending fund balance, or $15,282,570, is available for spending at the City's discretion (unreserved-undesignated fund balance). • During fiscal year 2005, the City's total debt increased by approximately $10,675,000. Key factors in this increase were the issuance of $5,710,000 in General Obligation Improvement Bonds, $7,595,000 in Certificates of Obligation, $8,035,000 in Utility System Revenue Bonds, and $12,995,000 in Utility System Revenue Refunding Bonds. OVERVIEW OF THE FINANCIAL STATEMENTS This discussion and analysis is intended to serve as an introduction to the City's basic financial statements. The City's basic financial statements are comprised of three components: (1) Government-wide financial statements (2) Fund financial statements (3) Notes to the financial statements. Photo by: Jim Joham of Aerial Experts Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 4 This report also contains other supplementary information in addition to the basic financial statements themselves. The following diagram illustrates the relationship between the different components of this report: Relationship Between Comprehensive Annual Financial Report (CAFR) and Basic Financial Statements and Required Supplementary Information (RSI) General information on the government Introductory structure, services, and environment Section Pages vi-xv + Management's Discussion and Analysis Pages 3-21 Government-Wide Financial Statements Basic Pages 23-25 Financial Governmental Fund Financial Statements Statements Pages 26-29 and Proprietary Fund Financial Statements Financial RSI Pages 30-35 Section Notes to the Financial Statements Pages 37-68 Additional Required Supplementary Information Pages 69-71 Information on individual funds and other supplementary information not required by GAAP Pages 73-115 + Trend Data and Nonfinancial Data Pages 118-140 Statistical Section Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 5 Government-Wide Financial Statements The government-wide financial statements are designed to provide readers with a broad overview of the City's finances, in a manner similar to a private-sector business. The statement of net assets presents information on all of the City's assets and liabilities, with the difference between the two reported as net assets. Over time, increases or decreases in net assets may serve as a useful indicator of whether or not the financial position of the City is improving or deteriorating. The statement of activities presents information showing how the City's net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods, such as revenues pertaining to uncollected taxes and expenses pertaining to earned but unused vacation. Both of the government-wide financial statements distinguish functions of the City 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 City include general government, police, financial services, information systems, planning and development, fire, municipal services, parks and recreation, and citizen and neighborhood resources. The business-type activities of the City include electric, water, sewer, and solid waste operations. The government-wide financial statements can be found on pages 23-25. Fund Financial Statements A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The City, 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 City can be divided into governmental funds and proprietary funds. Governmental Funds Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near- term inflows and outflows of spendable resources as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in determining what financial resources are available in the near future to finance the City'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 fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 6 The City maintains several individual governmental funds organized according to their type (special revenue, debt service, and capital projects). Information is presented separately in the governmental fund balance sheet and in the governmental fund statement of revenues, expenditures, and changes in fund balances for the General Fund, Debt Service Fund, and Streets Capital Projects Fund, all of 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 governmental fund financial statements can be found on pages 26-29. The City adopts an annual appropriated budget for its General Fund, Debt Service Fund, Special Revenue Funds, and Capital Projects Funds. A budgetary comparison statement has been provided for the General Fund, Debt Service Fund, Special Revenue Funds, and Capital Projects Funds to demonstrate compliance with their budgets. Proprietary Funds Proprietary funds are generally used to account for services for which the City charges customers--either outside customers or internal units or departments of the City. Proprietary funds provide the same type of information as shown in the government-wide financial statements, only in more detail. The City maintains the following two types of proprietary funds: Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The City uses enterprise funds to account for the operations of the electric, water, sewer, sanitation, and parking activities of the City. The Electric, Water, and Sewer funds are considered to be major funds of the City, while the remaining funds (Sanitation and Northgate Parking Garage) are presented in aggregate as non-major enterprise funds. Individual fund data for the non-major enterprise funds can be found in the form of combining statements elsewhere in this report. Internal service funds are used to report activities that provide supplies and services for certain City programs and activities. The City uses internal service funds to account for communication, fleet maintenance, print-mail, and utility billing services. It also uses internal service funds to account for equipment replacement; employee benefits; and unemployment, workers' compensation, and property and casualty insurance. All of these services, with the exception of utility billing, predominantly benefit governmental rather than business-type functions and have been included within governmental activities in the government-wide financial statements. The Utility Billing Fund has been included with the business-type activities in the government-wide financial statements. The internal service funds are combined into a single, aggregated presentation in the proprietary fund financial statements. Individual fund data for the internal service funds is provided in the form of combining statements elsewhere in this report. The proprietary fund financial statements can be found on pages 30-35. Notes to the Financial Statements The notes to the financial statements provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 7 Required Supplementary Information In addition to the basic financial statements and accompanying notes, this report presents on pages 69-71, certain required supplementary information concerning the City's progress in funding its obligation to provide pension benefits to its employees and the general fund budget-to- actual comparison. Combining Statements The combining statements referred to earlier in connection with the non-major governmental funds, the non-major enterprise funds, and the internal service funds are presented on pages 73- 107 immediately following the required supplementary information. GOVERNMENT-WIDE FINANCIAL ANALYSIS As noted earlier, net assets may serve as a useful indicator of a government's financial position. For the City, assets exceeded liabilities by $304,277,434 at the close of the most recent fiscal year. The largest portion of the City's net assets (78 percent) reflects its investment of $238,462,438 in capital assets (e.g., land, buildings, and equipment), less any related outstanding debt used to acquire those assets. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be liquidated for these liabilities. Governmental Activities Business-Type Activities Total 2005 2004 2005 2004 2005 2004 Assets Current and Other Assets 77,727,672$ 75,307,405$ 66,784,556$ 63,463,862$ 144,512,228$ 138,771,267$ Capital Assets 159,744,636 145,281,615 192,012,087 184,931,270 351,756,723 330,212,885 Total Assets 237,472,308 220,589,020 258,796,643 248,395,132 496,268,951 468,984,152 Liabilities Long-Term Liabilities Outstanding 91,475,720 83,471,294 79,408,055 75,608,361 170,883,775 159,079,655 Other Liabilities 7,349,018 6,798,303 13,758,724 9,659,742 21,107,742 16,458,045 Total Liabilities 98,824,738 90,269,597 93,166,779 85,268,103 191,991,517 175,537,700 Net Assets Invested in Capital Assets, Net of Related Debt 106,460,949 100,066,963 132,001,489 130,810,275 238,462,438 230,877,238 Restricted 4,289,531 4,289,623 2,797,735 2,651,325 7,087,266 6,940,948 Unrestricted 27,897,090 25,962,837 30,830,640 29,665,429 58,727,730 55,628,266 Total Net Assets 138,647,570$ 130,319,423$ 165,629,864$ 163,127,029$ 304,277,434$ 293,446,452$ Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 8 An additional portion of the City's net assets, $7,087,266 (2 percent) represents resources that are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets, $58,727,730 (20 percent) may be used to meet the government's ongoing obligations to citizens and creditors. The comparison between fiscal year 2005 and 2004 includes three adjustments to the fiscal year 2004 numbers. The first adjustment relates to the reporting of encumbrances in the governmental activities net asset section. In fiscal year 2004 encumbrances were reported as restricted net assets. An adjustment has been made to remove encumbrances from net assets in fiscal year 2004. This makes the 2004 net assets comparable to the 2005 net assets. The second adjustment relates to a restatement in the electric fund. This restatement is the result of a correction to the value of a previously unrecorded building in the electric fund. Both Capital Assets and Invested in Capital Assets, Net of Related Debt have been increased by $2,108,473 in the business-type activities for fiscal year 2004. The third adjustment relates to the recording of the liability for unpaid claims in the property and casualty fund and the workers’ compensation fund. This adjustment caused a decrease in the 2004 governmental activities net assets of $904,263. At the end of the current fiscal year, the City was able to report positive balances in all three categories of net assets, both for the government as a whole, as well as for the business-type activities. The same situation held true for the prior fiscal year. The City's net assets increased by $10,830,982 as a result of fiscal year 2005 operations. The increase is primarily attributable to increases in ongoing revenues and relatively stable expenses. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 9 The following table provides a summary of the City's operations for the year ended September 30, 2005 and highlights key elements of the increase in the City's net assets: Changes in Net Assets For the Fiscal Year Ended September 30, 2005 Governmental Activities Business-Type Activities Total Revenues 2005 2004 2005 2004 2005 2004 Program Revenues: Charges for Services 9,209,467$ 9,525,576$ 76,316,028$ 70,518,669$ 85,525,495$ 80,044,245$ Operating Grants and Contributions 2,629,494 3,208,957 - - 2,629,494 3,208,957 Capital Grants and Contributions 4,489,883 5,266,837 1,937,320 5,179,221 6,427,203 10,446,058 General Revenues: Property Taxes 15,888,475 14,668,641 - - 15,888,475 14,668,641 Sales and Mixed Beverage Taxes 15,705,090 15,238,995 - - 15,705,090 15,238,995 Other Taxes 4,025,419 4,166,016 - - 4,025,419 4,166,016 Interest and Investment Income 1,487,926 1,224,546 947,477 662,359 2,435,403 1,886,905 Other - 4,386 - - - 4,386 Total Revenues 53,435,754 53,303,954 79,200,825 76,360,249 132,636,579 129,664,203 Expenses General Government 6,457,556 7,536,427 - - 6,457,556 7,536,427 Fiscal Services 2,467,187 1,953,189 - - 2,467,187 1,953,189 Police 10,666,318 9,654,447 - - 10,666,318 9,654,447 Fire 7,853,876 7,189,495 - - 7,853,876 7,189,495 Development Services 1,580,317 1,586,114 - - 1,580,317 1,586,114 Public Works 5,401,568 5,004,976 - - 5,401,568 5,004,976 Parks and Recreation 6,549,466 6,154,862 - - 6,549,466 6,154,862 Office of Technology and Information Services 2,881,863 2,652,957 - - 2,881,863 2,652,957 Interest on Long Term Debt 3,895,520 3,448,533 - - 3,895,520 3,448,533 Unallocated Depreciation 5,430,745 2,690,998 - - 5,430,745 2,690,998 Electric Utility - - 47,815,339 41,120,750 47,815,339 41,120,750 Water Utility - - 7,908,695 6,542,184 7,908,695 6,542,184 Sewer Utility - - 7,262,208 7,214,296 7,262,208 7,214,296 Sanitation Services - - 4,931,079 4,848,591 4,931,079 4,848,591 Parking Operations - - 591,944 550,544 591,944 550,544 Other 111,916 - - 61,150 111,916 61,150 Total Expenses 53,296,332 47,871,998 68,509,265 60,337,515 121,805,597 108,209,513 Increase in Assets Before Transfers 139,422 5,431,956 10,691,560 16,022,734 10,830,982 21,454,690 Transfers Net 8,188,725 (904,783) (8,188,725) 904,783 - - Increase in Net Assets 8,328,147 4,527,173 2,502,835 16,927,517 10,830,982 21,454,690 Net Assets at Beginning of Year, as restated 130,319,423 125,792,250 163,127,029 146,199,512 293,446,452 271,991,762 Net Assets at End of Year 138,647,570$ 130,319,423$ 165,629,864$ 163,127,029$ 304,277,434$ 293,446,452$ Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 10 Governmental activities. Governmental activities increased the City of College Station's net assets by $8,328,147 thereby accounting for 77 percent of the total growth in net assets. Key elements of this increase are as follows: • Property taxes increased $1,219,834 (8.3 percent) during the year. This is primarily the result of the total ad valorem assessed valuations increasing by $261 million or 8.7 percent over fiscal year 2004. • Sales and mixed beverage taxes increased $466,095 (3.1 percent) during the year. This is attributable to continued economic growth in the area. • Transfers increased $9,093,508 over fiscal year 2004. In fiscal year 2004 the City issued Certificates of Obligation for both the electric and water funds. This resulted in a transfer out from the General fund of $8,725,000 in fiscal year 2004. The chart below illustrates the City's governmental revenues by source. For governmental activities overall without regard to program, property tax (26 percent) and sales tax (25 percent) are the largest sources of funds followed by charges for services (15 percent), and grants and contributions (12 percent). All other governmental revenues account for 22 percent of all governmental revenues. City of College Station, Texas Governmental Revenues By Source $61,624,479 15% 26% 25% 7% 2% 13% 12%Charges for Services Grants and Contributions Property Tax Sales Tax Other Taxes Investment Income Transfers Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 11 Another useful chart depicts governmental activity program revenues relative to program expenses. That data is presented below: Governmental Activities Comparison of Program Revenues to Program Expenses - 2,000,000 4,000,000 6,000,000 8,000,000 10,000,000 12,000,000General GovernmentFiscal ServicesPoliceFireDevelopment ServicesPublic WorksParks and RecreationOffice of Technology and Information ServicesInterest on Long-Term DebtUnallocated DepreciationProgram Revenues Program Expenses Business-type activities. Business-type activities increased the City of College Station's net assets by $2,502,835, thereby accounting for 23 percent of the total growth in net assets. Key elements of this increase are as follows: • With the continued growth in the area, capital contributions continued to be a major source of revenue for the electric, water, and sewer funds. In fiscal year 2005 capital contributions amounted to $1,937,320. • Electric utility expenses experienced an increase of $6,694,589 or 16 percent from fiscal year 2004. This is primarily attributable to purchased power expenses. Revenues for the City's business-type activities are presented in the following chart. Charges for services provided the largest share of revenues (97 percent) for the City's business-type activities. It was followed by grants and contributions (2 percent) and investment income (1 percent). Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 12 Business-type Revenues $79,200,825 97% 2%1% Charges for Services Grants and Contributions Investment Income Another useful chart depicts business-type activity program revenues relative to program expenses. That data is presented below: Business-type Activities Comparison of Program Revenues to Program Expenses - 10,000,000 20,000,000 30,000,000 40,000,000 50,000,000 60,000,000 Electric Water Sewer Sanitation Northgate Parking Program Revenues Program Expenses Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 13 FINANCIAL ANALYSIS OF THE CITY'S FUNDS As noted previously, the City uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental Funds The focus of the City's governmental funds is to provide information on near-term inflows, outflows, and balances of resources that are available for spending. Such information is useful in assessing the City's financing requirements. In particular, unreserved fund balance may serve as a useful measure of a government's net resources available for spending at the end of the fiscal year. The types of governmental funds reported by the City include the General Fund, Debt Service Fund, and Streets Capital Projects Fund. Other governmental funds of the City are reported as non-major funds. As of the end of the current fiscal year, the City's governmental funds reported combined ending fund balances of $59,413,861. Approximately 26 percent ($15,282,570) of this total amount constitutes unreserved fund balance and is available for spending at the City's discretion. The remainder of fund balance is reserved to indicate that it is not available for new spending because it has already been committed as follows: (1) To pay debt service ($2,815,959), (2) To liquidate contracts and purchase orders of the prior period ($8,851,497), (3) For capital improvements ($30,440,475), (4) For permanent cemetery endowments ($1,113,033), (5) For police criminal investigation activity ($23,664), (6) For inventory ($56,280), (7) For prepaids ($315,733), (8) For Court Technology ($212,005), (9) For Court Security ($278,369), and (10) For Court Efficiency ($24,276). Overall, revenues for governmental functions totaled $48,684,565 in the fiscal year ended September 30, 2005, an increase of 2 percent or $906,496 from the fiscal year ended September 30, 2004. Expenditures for governmental functions totaling $69,537,871 increased by approximately 3 percent ($2,090,330) from the fiscal year ended September 30, 2004. In fiscal year 2005, expenditures for governmental functions exceeded revenues by $20,853,306. That amount was 6 percent more than the previous year's amount of $19,669,472. The General Fund is the chief operating fund of the City of College Station. At the end of the current fiscal year, the unreserved, undesignated fund balance was $9,038,345 while the total fund balance reached $10,170,525. The City's fiscal and budgetary policies require that the Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 14 General Fund's undesignated fund balance be at least equal to 15 percent of budgeted expenditures, a percentage equal to 55 days of expenditures. The unreserved, undesignated fund balance is approximately 22 percent of fiscal year 2005 budgeted expenditures and exceeds the minimum requirement set by policy. As a measure of the fund's liquidity, it is useful to compare both unreserved and total fund balance to total fund actual expenditures. Unreserved fund balance represents 23 percent of total general fund expenditures, while total fund balance represents 26 percent of the same amount. The fund balance continues to meet and exceed the Fiscal and Budgetary Policy of having 15 percent of expenditures available in fund balance. The fund balance of the General Fund decreased by $532,427 during the current fiscal year. Key factors in this change were as follows: • Overall revenues were up by approximately 6 percent, primarily due to an increase in sales tax revenue and property tax revenue that resulted from strong retail sales and new property values on the tax rolls. • Overall total expenditures were up by approximately 5 percent, primarily due to increases in department spending. The Debt Service Fund ended the fiscal year with a fund balance of $2,818,087. Of this amount, $2,815,959 is reserved for the payment of debt service, and $2,128 is reserved for encumbrances. The net increase in fund balance during the current fiscal year was $279,374. A $652,117 increase in debt service revenues and other financing sources was more than enough to cover principal retirements and interest payments. The Streets Projects fund ended the fiscal year with a fund balance of $18,184,996. This entire amount is either reserved for encumbrances related to current capital projects or reserved for future capital projects. The net decrease in fund balance during the current fiscal year was $975,320. This decrease is attributable to the expenditure of funds on streets capital projects. Proprietary Funds The City's proprietary funds provide the same type of information found in the government-wide financial statements but in more detail. At the end of the current fiscal year, the City's proprietary funds reported combined ending net assets of $164,000,896. Approximately 18 percent ($29,878,715) of this total amount constitutes unrestricted net assets. The remainder of net assets for the proprietary funds, $134,122,181, is reported as follows: (1) Invested in capital assets, net of related debt ($131,324,446), and (2) Restricted for debt service ($2,797,735). Operating revenues for proprietary activities totaled $76,262,082 for the fiscal year, an increase of 8.7 percent or $6,087,846 from the previous fiscal year. Operating expenses increased $8,165,928 or 14.5 percent for the same period causing operating income to decrease $2,078,082 or 14.9 percent. The proprietary funds reported net nonoperating expenses of $3,419,381 at the end of fiscal year 2005 as compared to net nonoperating expenses of Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 15 $3,438,933 in the previous fiscal year. Net assets increased $2,160,186 in fiscal year 2005. This is $14,393,936 less than the increase reported in fiscal year 2004. Electric Fund At the end of the fiscal year, the unrestricted net assets for the Electric Fund totaled $6,183,534. The electric utility ended the fiscal year with working capital of $5,977,256, a decrease of 7.2 percent from fiscal year 2004. The majority of the decrease in working capital is due to an increase in the expense for purchased power. The City’s policy with regard to its enterprise funds is to maintain at least 15 percent of annual operating expenses in working capital, a percentage equal to 55 days of expenses. At September 30, 2005, Electric Fund working capital equaled approximately 13 percent of annual operating expenses. Electric Fund operating revenues increased by 8.5 percent ($4,038,801) during fiscal year 2005, while operating expenses increased 16.4 percent ($6,578,783) during the same period. This resulted in a 35 percent decrease ($2,539,982) in operating income. The increase in operating expenses is also attributable to an increase in the expense for purchased power. The combination of a decrease in operating income and $5.5 million in transfers out resulted in net assets for the Electric Fund decreasing by $233,160 during the fiscal year. Water Fund Unrestricted net assets for the Water Fund at September 30, 2005 were $8,229,677. Working capital in the Water Fund at the end of fiscal year 2005 was $8,497,340, an increase of approximately 12 percent from fiscal year 2004. Water Fund working capital was 134 percent of total operating expense and exceeds the minimum 15 percent requirement under the Council's adopted policy. Water Fund operating revenues increased by 16 percent ($1,289,996) during fiscal year 2005 as a result of increased water consumption due to drier conditions as compared to fiscal year 2004. Operating expenses increased 20 percent ($1,071,212) over fiscal year 2004. This resulted in operating income increasing 7.4 percent to $3,183,683 in fiscal year 2005. The Water Fund's net assets increased $1,272,188 during the fiscal year, a 57 percent decrease over the previous year. This decrease is primarily due to lower capital contributions. Sewer Fund The Sewer Fund's unrestricted net assets at the end of fiscal year 2005 were $6,728,815. The Sewer Fund ended the fiscal year with a working capital balance of $5,964,409, which was 20 percent above fiscal year 2004. Sewer Fund working capital was 102 percent of total operating expenses and is well above the minimum requirement for the fund. Operating revenues in the Sewer Fund were $9,689,374, a $522,934 (6 percent) increase over the previous fiscal year. Operating expenses increased from $5,679,897 to $5,842,266 or 3 percent while operating income rose by 10 percent from $3,486,543 to $3,847,108. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 16 BUDGETARY HIGHLIGHTS The final amended budget for fiscal year 2005 totaled $179,733,732 for all funds. Of this amount $134,040,679 (74.6 percent) was budgeted for operations and maintenance expenditures, and $45,693,053 (25.4 percent) was budgeted for capital improvement projects. In the General Fund the final revised budgeted change in fund balance was $315,100 lower than the original budgeted change and the significant items that comprise this difference can be briefly summarized as follows: • $200,931 - Encumbrances rolled over from previous fiscal year. • $174,906 - Appropriation for a FEMA grant received by the City of College Station. • $53,508 - Reimbursement to the Police Department for assistance with the presidential inauguration. In the General Fund the actual change in fund balance was $2,547,202 higher than the final revised budgeted change and the significant items that comprise this difference can be briefly summarized as follows: • $667,392 - Lower capital outlay expenditures primarily related to the delay in spending the funds appropriated for the AM radio station, for equipment funded from grants, and for technology projects. • $150,585 - Additional tax revenue generated primarily from higher sales tax revenues. • $488,200 - Due in part to lower expenditures related to economic development incentive outlays that were budgeted for and did not occur in FY 05. • $448,447 - Lower expenditures than budgeted in the Public Works Department due to less spending on Facilities Maintenance projects, Street operations, and Drainage operations. • $220,529 - Lower expenditures in the Fire Department due in part to lower salaries and benefits due to delays in hiring new personnel for Fire Station #5. Strategic planning is a driving force in the preparation of the City's budget. Strategic planning is centered around the following four vision statements, under which are listed some of the key items in the fiscal year 2005 budget: Vision Statement #1--Core Services We will provide high quality customer service focused basic City services at a reasonable cost. These core services include police, fire, and emergency management services; traffic and drainage services; the City's administrative services; electric, water, wastewater and sanitation operations; and capital projects for each of these areas. Key items included in the 2005 fiscal year budget include: • Additional resources for the addition of three police patrol officers, two communications operators, and one police assistant, • Funding of a new ladder truck for a future staffing of a dedicated ladder company, • Additional resources for a code enforcement supervisor, • Additional resources for thoroughfare rehabilitation projects, • Additional resources for an additional drainage crew to ensure drainage right of ways are maintained at appropriate levels, Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 17 • Enhancement to public communications through improvements to channel 19 and streaming video over the internet, and • Reinstatement of the pay plan to fund the market adjustment as well as the skills and performance component of the pay plan. Vision Statement #2--Parks and Leisure Services We will provide a large range of recreational and cultural arts opportunities. The 2005 fiscal year budget provided resources to continue funding the Parks and Recreation Department at current service levels. Additional resources were included for the following: • Design of Veterans Park Phase II, • Soccer field light projects at Veterans Park and Central Park, and • Operation and maintenance. Vision Statement #3--Planning and Development We will provide a well-planned community. Activities related to this vision statement include planning and development services. Additional resources were included for the following: • Additional resources for additional planning staff, and • Resources to continue to review annexation options. Vision Statement #4--Economic Development We will provide a strong and diverse economic environment. This vision statement encompasses the City's economic development initiatives. The fiscal year 2005 budget included the following: • Northgate improvements, • Capital resources to continue the infrastructure development in Crescent Pointe, • Funding for the development of the Spring Creek Business Park, • Funding for the continued development of a hotel/conference center, • Funding for an Economic Development Specialist, and • Wolf Pen Creek Capital Projects. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 18 CAPITAL ASSETS The City of College Station's investment in capital assets for its governmental and business-type activities as of September 30, 2005 amounted to $351,756,723 (net of accumulated depreciation). This investment in capital assets includes land, utility systems, buildings and building improvements, improvements other than buildings, machinery and equipment, infrastructure, and construction in progress. Capital Assets at Year End Net of Accumulated Depreciation Governmental Business-Type Activities Activities Total Land 25,034,570$ 709,650$ 25,744,220$ Utility Systems - 160,048,489 160,048,489 Buildings and Building Improvements 14,814,974 5,157,657 19,972,631 Improvements Other than Buildings 10,733,694 - 10,733,694 Machinery and Equipment 10,120,061 53,922 10,173,983 Infrastructure 79,542,410 - 79,542,410 Construction in Progress 19,498,927 26,042,369 45,541,296 159,744,636$ 192,012,087$ 351,756,723$ Major capital projects completed by the City during the 2005 fiscal year include the following: • Longmire Extension – Graham to Cypress Meadows ($2.8 million), • Dominik Street Rehabilitation ($960,000), • Greens Prairie Road Widening ($3.8 million), • Lincoln Center Expansion ($973,000), • Parkway Park Improvements ($50,000), and • Basketball Cover at Jack and Dorothy Miller Park ($175,000). Of significance is $6,427,203 in developer capital contributions during fiscal year 2005. These contributions accounted for approximately 30 percent of the $21.5 million increase in capital assets. Additional information on the City's capital assets can be found in Note IV-C to the financial statements on page 51. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 19 DEBT ADMINISTRATION At the end of the 2005 fiscal year, the City of College Station had total debt outstanding of $168,120,000. Of this amount, $88,905,000 (53 percent) comprised debt backed by the full faith and credit of the City. The remaining debt is revenue bonds secured by specified revenue sources. Year-End Outstanding Debt Payable Governmental Business-Type Activities Activities Total General Obligation Bonds 49,800,000$ -$ 49,800,000$ Revenue Bonds - 79,215,000 79,215,000 Certificates of Obligation 39,105,000 - 39,105,000 88,905,000$ 79,215,000$ 168,120,000$ The City's total debt increased by $10,675,000 (6.8 percent) during the current fiscal year. The change in total debt was a result of the following: • Issuance of $5,710,000 in general obligation improvement bonds, $7,595,000 in certificates of obligation, $8,035,000 in utility revenue system revenue bonds, and $12,995,000 in utility system revenue refunding bonds; and • Retirement of $2,995,000 in general obligation bonds, $3,195,000 in certificates of obligation, and the retirement/defeasance of $17,470,000 in utility revenue bonds. As a result of the issuance of the utility revenue system refunding bonds, the City will reduce its total debt service payments over the next ten (10) years by approximately $1,037,232. The City's General Obligation and Certificates of Obligation have an underlying rating of AA- by Standard & Poors ("S&P") and Aa3 by Moody's Investors Service ("Moody's"). The underlying ratings for the City's revenue bonds are A+ by S&P and A1 by Moody's. Because the City's last bond issue was insured, those bonds were rated AAA with S&P and Aaa with Moody's. Additional information on the City's long-term debt can be found in Note IV-F to the financial statements on pages 53-57 of this report. ECONOMIC FACTORS AND NEXT YEAR'S BUDGETS AND RATES The City of College Station has continued to grow, and indicators of that growth include the following: • An estimated population increase of 55 percent for the period of 1990 through 2005, • An approximate $261 million increase to the ad valorem tax base during the fiscal year, • A local economy that has maintained an unemployment rate of less than 4 percent since 1990, and • Sales tax revenue that grew by 3.3 percent during the fiscal year. Part of the reason the City has been insulated from some of the effects of the slower national and state economy is due to the major influence of Texas A&M University on the local economy. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 20 The Fiscal Year 2006 budget was prepared with the key goal of maintaining and improving quality of life in College Station. This is done by continuing a prudent approach to City finances, meeting strategic priorities identified by the City Council, maintaining service quality and excellence, and enhancing and maintaining infrastructure and public facilities needed to provide excellent services. The ad valorem tax rate for the 2006 fiscal year is $0.4394 per $100 valuation ($0.1896 for operations and maintenance and $0.2498 for debt service). This tax rate will meet the debt service obligations of the City and provide operations and maintenance funding in the General Fund. Current and anticipated growth in the community has resulted in increased demands for services and has put pressure on the City's utility systems. Consequently, the 2006 budget includes a 4 percent revenue increase in the Water Fund and an 8 percent increase in the Electric Fund. These rate increases are needed to meet the operating, capital and debt service coverage requirements in the funds and to ensure continued high quality service is provided as the community continues to grow. Residential sanitation rates were increased by 8 percent and commercial sanitation rates by 7 percent in FY06 in order to maintain existing residential and commercial sanitation service levels. The 2006 budget does not include a rate increase in the Sewer Fund or Drainage Fund. The fiscal year 2006 budget for capital improvements totals $50,474,565. The City anticipates significant expenditures for infrastructure rehabilitation and improvements in the Southside area, an older part of the City. These projects include rehabilitation of utilities, drainage ways, and streets. Some of the more significant projects are as follows: • Street rehabilitation in the Southside area ($2.2 million), • Street rehabilitation in the Northgate area ($270,000), • Extension of Dartmouth Drive ($3.6 million), • Arrington Road/Decatur extension design ($430,000), • Barron Road Improvements ($1.0 million), • Veteran's Park Phase II Construction ($6.2 million), • University Park Development ($400,000), • Wolf Pen Creek Amphitheatre Improvements ($1.0 million), • Police Station New Addition and Renovation ($3.6 million), • Fire Station #3 Relocation ($1.7 million), • Northgate Gateway, water feature, and public restroom projects ($775,000), • Water Utility Construction of Shallow Wells ($1.9 million), • Water Plant Security Upgrades ($1.4 million), • Lick Creek Parallel Trunk Line ($3 million), • Phase I Northeast Trunk Expansion ($715,500), and • Bee Creek Combined Drainage Improvements ($3.1 million). The City plans to issue $8,912,000 in general obligation bonds from the 2003 bond authorization for the following: $2,340,000 for street improvements, $237,000 for traffic projects, and $6,335,000 for parks projects. The City also plans to issue $7,499,000 in certificates of obligations for the following: $1,200,000 for street improvements, $400,000 for park projects, $1,000,000 for Convention Center projects, $2,070,000 for cemetery projects, $2,229,000 for Business Park projects, $300,000 for Wolf Pen Creek projects, and $300,000 for the Police Station addition. The City also plans to issue $17,850,000 in utility revenue bonds for the following: $8,850,000 for electric capital projects, $6,000,000 for water capital projects, and $3,000,000 for sewer capital projects. Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2005 (Unaudited) City of College Station, Texas 21 REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the City of College Station's financial position for all who have an interest in the City's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to: City of College Station Fiscal Services Department ATTN: Finance and Strategic Planning Director P.O. Box 9960 College Station, Texas 77842-9960 or visit our website at http://www.cstx.gov. 22 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets As of September 30, 2005 Governmental Business-type Activities Activities Total Assets Equity in Cash and Cash Equivalents 23,552,655$ 7,266,383$ 30,819,038$ Equity in Investments 49,772,364 15,377,378 65,149,742 Receivables, net 3,223,076 10,247,680 13,470,756 Internal Balances (1,051,560) 1,051,560 0 Inventories 197,877 1,163,918 1,361,795 Prepaid Costs 326,730 0 326,730 Restricted Assets: Temporarily Restricted: Equity in Cash and Cash Equivalents 190,411 7,589,600 7,780,011 Equity in Investments 402,955 16,061,383 16,464,338 Receivables, net 0 98,048 98,048 Permanently Restricted: Equity in Cash and Cash Equivalents 354,521 0 354,521 Equity in Investments 750,250 0 750,250 Receivables, net 6,020 0 6,020 Inventory 2,373 0 2,373 Equity in Joint Venture 0 7,206,852 7,206,852 Deferred Charges, net 0 721,754 721,754 Capital Assets: Land and Construction in Progress 44,533,497 26,752,019 71,285,516 Other Capital Assets, net of accumulated depreciation 115,211,139 165,260,068 280,471,207 Total Assets 237,472,308 258,796,643 496,268,951 Liabilities Accounts Payable 2,733,155 11,128,333 13,861,488 Retainage Payable 568,407 35,721 604,128 Refundable Deposits 17,685 0 17,685 Claims Payable 894,712 0 894,712 Accrued Liabilities 1,842,091 565,681 2,407,772 Customer Construction Advances 122,556 103,383 225,939 Other Deferred Revenues 618,365 54,568 672,933 Liabilities Payable from Restricted Assets: Accounts Payable 131 836 967 Accrued Interest Payable 551,916 639,470 1,191,386 Accrued Liabilities 0 15,836 15,836 Refundable Deposits 0 1,214,896 1,214,896 Non-Current Liabilities: Due within one year: Compensated Absences 166,101 19,746 185,847 Bonds and Certificates of Obligation Payable 7,285,000 4,705,000 11,990,000 Due in more than one year: Bonds and Certificates of Obligation Payable 81,620,000 74,510,000 156,130,000 Unamortized Premium on Bonds 0 (161,869) (161,869) Claims Payable 764,490 0 764,490 Compensated Absences 1,640,129 335,178 1,975,307 Total Liabilities 98,824,738 93,166,779 191,991,517 Net Assets Invested in Capital Assets, net of related debt 106,460,949 132,001,489 238,462,438 Restricted for: Debt Service 2,266,171 2,797,735 5,063,906 Perpetual Care - Nonexpendable 1,113,033 0 1,113,033 Other 910,327 0 910,327 Unrestricted 27,897,090 30,830,640 58,727,730 Total Net Assets 138,647,570$ 165,629,864$ 304,277,434$ The notes to the financial statements are an integral part of this statement. 23 CITY OF COLLEGE STATION, TEXAS Statement of Activities For the Year Ended September 30, 2005 Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Governmental activities: General Government 6,457,556$ 854,753$ 2,266,677$ 0$ Fiscal Services 2,467,187 508,810 0 0 Police 10,666,318 4,008,637 84,788 0 Fire 7,853,876 638,775 278,029 0 Development Services 1,580,317 1,043,672 0 0 Public Works 5,401,568 1,110,686 0 4,489,883 Parks and Recreation 6,549,466 1,044,134 0 0 Office of Technology and Information Services 2,881,863 0 0 0 Interest on long-term debt 3,895,520 0 0 0 Unallocated Depreciation 5,430,745 0 0 0 Total governmental activities 53,184,416 9,209,467 2,629,494 4,489,883 Business-type activities: Electric 47,815,339 51,467,169 0 1,313,745 Water 7,908,695 9,519,714 0 306,646 Sewer 7,262,208 9,697,314 0 316,929 Sanitation 4,931,079 5,151,204 0 0 Northgate Parking 591,944 480,627 0 0 Total business-type activities 68,509,265 76,316,028 0 1,937,320 Total primary government 121,693,681$ 85,525,495$ 2,629,494$ 6,427,203$ General Revenue: Property taxes Sales and Mixed Beverage taxes Franchise taxes Hotel/Motel taxes Unrestricted investment earnings Loss on sale of capital assets Transfers Total general revenues and transfers Change in net assets Net assets - beginning, as restated Net assets - ending The notes to the financial statements are an integral part of this statement. 24 Net Revenue (Expense) and Changes in Net Assets Governmental Business-type Activities Activities Total (3,336,126)$ 0$ (3,336,126)$ (1,958,377) 0 (1,958,377) (6,572,893) 0 (6,572,893) (6,937,072) 0 (6,937,072) (536,645) 0 (536,645) 199,001 0 199,001 (5,505,332) 0 (5,505,332) (2,881,863) 0 (2,881,863) (3,895,520) 0 (3,895,520) (5,430,745) 0 (5,430,745) (36,855,572) 0 (36,855,572) 0 4,965,575 4,965,575 0 1,917,665 1,917,665 0 2,752,035 2,752,035 0 220,125 220,125 0 (111,317) (111,317) 0 9,744,083 9,744,083 (36,855,572) 9,744,083 (27,111,489) 15,888,475 0 15,888,475 15,705,090 0 15,705,090 1,718,491 0 1,718,491 2,306,928 0 2,306,928 1,487,926 947,477 2,435,403 (111,916) 0 (111,916) 8,188,725 (8,188,725) 0 45,183,719 (7,241,248) 37,942,471 8,328,147 2,502,835 10,830,982 130,319,423 163,127,029 293,446,452 138,647,570$ 165,629,864$ 304,277,434$ 25 CITY OF COLLEGE STATION, TEXAS Balance Sheet Governmental Funds As of September 30, 2005 Other Total Streets Governmental Governmental General Debt Service Projects Funds Funds Assets Equity in Cash and Cash Equivalents 3,548,356$ 912,353$ 6,100,173$ 9,388,816$ 19,949,698$ Equity in Investments 7,509,158 1,930,754 12,909,402 19,798,346 42,147,660 Receivables Accrued Interest 58,878 8,249 90,267 139,068 296,462 Grants 90,977 0 0 289,678 380,655 Letter of Credit 25,000 0 0 0 25,000 Accounts 780,461 0 0 193,478 973,939 Taxes 1,602,973 194,827 0 0 1,797,800 Other 23,179 0 0 0 23,179 Less Allowance for Uncollectible Accounts (282,057) 0 0 (76,994) (359,051) Due from Other Funds 65,381 0 0 0 65,381 Inventories 55,971 0 0 2,373 58,344 Prepaid Costs 0 0 315,733 0 315,733 Restricted Assets Equity in Cash and Cash Equivalents 190,411 0 0 0 190,411 Equity in Investments 402,955 0 0 0 402,955 Total Assets 14,071,643$ 3,046,183$ 19,415,575$ 29,734,765$ 66,268,166$ Liabilities and Fund Balances Liabilities Accounts Payable 688,304$ 0$ 780,371$ 962,683$ 2,431,358$ Retainage Payable 0 0 278,117 290,290 568,407 Interfund Payable 0 0 0 200,000 200,000 Refundable Deposits 17,685 0 0 0 17,685 Accrued Liabilities 1,804,667 33,269 84,705 41,539 1,964,180 Customer Construction Advances 35,170 0 87,386 0 122,556 Other Deferred Revenues 1,355,292 194,827 0 0 1,550,119 Total Liabilities 3,901,118 228,096 1,230,579 1,494,512 6,854,305 Fund Balances Reserved 1,132,180 2,818,087 18,184,996 21,996,028 44,131,291 Unreserved, Undesignated General Fund 9,038,345 0 0 0 9,038,345 Special Revenue Funds 0 0 0 6,244,225 6,244,225 Total Fund Balances 10,170,525 2,818,087 18,184,996 28,240,253 59,413,861 Total Liabilities and Fund Balances 14,071,643$ 3,046,183$ 19,415,575$ 29,734,765$ 66,268,166$ The notes to the financial statements are an integral part of this statement. 26 CITY OF COLLEGE STATION, TEXAS Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Assets As of September 30, 2005 Amounts reported for governmental activities in the statement of net assets are different because: Total Fund Balance per balance sheet: 59,413,861$ Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. 150,763,329 Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds. 931,754 Internal Service Funds are used by management to charge the costs of certain activities, such as insurance, fleet maintenance, equipment replacement and print/mail, to individual funds. The assets and liabilities of certain internal service funds are included in governmental activities in the statement of net assets. 18,579,554 Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (91,040,928) Net Assets of governmental activities: 138,647,570$ The notes to the financial statements are an integral part of this statement. 27 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Fiscal Year Ended September 30, 2005 Other Total Governmental Governmental General Debt Service Streets Projects Funds Funds Revenues Taxes 23,889,473$ 8,722,315$ 0$ 3,007,196$ 35,618,984$ Licenses and Permits 1,025,013 0 0 0 1,025,013 Intergovernmental 590,079 0 88,400 1,913,833 2,592,312 Charges for Services 2,480,781 0 0 153,902 2,634,683 Fines, Forfeits and Penalties 3,518,913 0 0 27 3,518,940 Special Assessments 225 0 0 1,110,461 1,110,686 Investment Income 258,048 122,434 340,358 548,361 1,269,201 Rents and Royalties 243,831 0 0 0 243,831 Loan Repayments 0 0 0 2,541 2,541 Contributions 37,082 0 0 100 37,182 Other 265,437 0 35,236 330,519 631,192 Total Revenues 32,308,882 8,844,749 463,994 7,066,940 48,684,565 Expenditures Current General Government 4,052,521 0 315,232 112,322 4,480,075 Fiscal Services 3,029,144 0 2,733 6,268 3,038,145 Police 10,829,081 0 0 0 10,829,081 Fire 7,964,785 0 0 0 7,964,785 Development Services 1,962,603 0 0 0 1,962,603 Public Works 6,100,247 0 0 16,994 6,117,241 Economic and Community Development 11,281 0 0 0 11,281 Parks and Recreation 6,778,068 0 0 128 6,778,196 Office of Technology and Information Services 2,500,518 0 0 0 2,500,518 Library 694,445 0 0 0 694,445 Reimbursed Administrative (6,052,138) 0 519,549 2,046,782 (3,485,807) Contributions 595,742 0 0 1,300,000 1,895,742 Community Development Block Grant 0 0 0 275,775 275,775 Home Grant 0 0 0 439,243 439,243 Other 256,636 0 0 39,708 296,344 Capital Outlay 796,245 0 5,676,806 8,962,325 15,435,376 Debt Service Principal Retirement 0 6,190,000 0 0 6,190,000 Interest Payments 0 3,885,075 0 0 3,885,075 Issuance Costs 0 0 39,676 78,585 118,261 Fiscal Charges 0 13,871 0 0 13,871 Intergovernmental 0 0 97,621 0 97,621 Total Expenditures 39,519,178 10,088,946 6,651,617 13,278,130 69,537,871 Deficiency of Revenues Under Expenditures (7,210,296) (1,244,197) (6,187,623) (6,211,190) (20,853,306) Other Financing Sources (Uses) Proceeds from Long-Term Debt 859,621 0 4,739,489 7,748,471 13,347,581 Sale of Capital Assets 12,182 0 0 0 12,182 Transfers In 7,444,644 1,523,571 472,814 2,034,990 11,476,019 Transfers Out (1,638,578) 0 0 (2,240,623) (3,879,201) Total Other Financing Sources 6,677,869 1,523,571 5,212,303 7,542,838 20,956,581 Net Change in Fund Balances (532,427) 279,374 (975,320) 1,331,648 103,275 Fund Balances, October 1 10,702,952 2,538,713 19,160,316 26,908,605 59,310,586 Fund Balances, September 30 10,170,525$ 2,818,087$ 18,184,996$ 28,240,253$ 59,413,861$ The notes to the financial statements are an integral part of this statement. 28 CITY OF COLLEGE STATION, TEXAS Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Fiscal Year Ended September 30, 2005 Amounts reported for governmental activities in the statement of activities are different because: Net change in fund balance - total governmental funds: 103,275$ Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense. This is the amount by which capital outlays exceeded depreciation in the current period. 9,140,704 The effect of various miscellaneous transactions involving capital assets is to increase net assets. 4,365,785 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. 239,256 The issuance of long-term debt provides current financial resources to governmental funds, while the repayment of the principal of long- term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. This amount is the net effect of these differences in the treatment of long-term debt. (7,157,581) Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds. (82,388) Internal Service Funds are used by management to charge the costs of certain activities, such as insurance, fleet maintenance, equipment replacement and Print/Mail, to individual funds. The net revenues of certain activities of internal service funds is reported within governmental activities. 1,719,096 Change in Net Assets of governmental activities: 8,328,147$ The notes to the financial statements are an integral part of this statement. 29 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets Proprietary Funds As of September 30, 2005 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Current Assets Equity in Cash and Cash Equivalents 2,654,132$ 2,475,227$ 1,696,555$ 380,307$ 7,206,221$ 4,017,640$ Equity in Investments 5,616,768 5,238,164 3,590,310 804,820 15,250,062 8,502,270 Restricted Assets: Equity in Cash and Cash Equivalents 800,715 578,093 697,540 0 2,076,348 0 Equity in Investments 1,694,501 1,223,381 1,476,158 0 4,394,040 0 Accrued Interest Receivable 51,577 20,676 25,795 0 98,048 0 Receivables: Accrued Interest 45,722 35,737 30,078 6,705 118,242 60,548 Accounts 7,710,652 1,375,343 1,208,774 658,402 10,953,171 63,765 Notes 0 0 0 12,522 12,522 0 Other 1,099,786 0 0 0 1,099,786 10,722 Less Allowance for Uncollectible Accounts (1,695,297) (61,376) (124,135) (74,527) (1,955,335) (24,629) Inventories 847,899 281,211 25,565 9,243 1,163,918 141,906 Prepaid Costs 0 0 0 0 0 10,997 Total Current Assets 18,826,455 11,166,456 8,626,640 1,797,472 40,417,023 12,783,219 Noncurrent Assets Restricted Assets Equity in Cash and Cash Equivalents 2,975,038 1,045,534 1,492,680 0 5,513,252 0 Equity in Investments 6,295,882 2,212,597 3,158,864 0 11,667,343 0 Total Restricted Assets 9,270,920 3,258,131 4,651,544 0 17,180,595 0 Advance to Other Funds 200,000 0 0 0 200,000 0 Equity in Joint Venture 0 0 0 7,206,852 7,206,852 0 Deferred Charges: Bond Issuance Costs 276,326 278,431 357,118 0 911,875 0 Accumulated Amortization (50,884) (66,143) (73,094) 0 (190,121) 0 Total Deferred Charges 225,442 212,288 284,024 0 721,754 0 Property and Equipment: Utility Plant 92,661,079 73,845,049 75,866,487 0 242,372,615 0 Buildings 0 0 0 5,723,063 5,723,063 746,575 Machinery and Equipment 0 0 0 1,277,329 1,277,329 24,647,812 Accumulated Depreciation (41,970,183) (21,936,686) (19,094,301) (1,788,812) (84,789,982) (15,957,751) Construction in Progress 5,045,734 15,394,165 5,602,470 0 26,042,369 221,714 Land 0 0 0 709,650 709,650 0 Total Property and Equipment 55,736,630 67,302,528 62,374,656 5,921,230 191,335,044 9,658,350 Total Noncurrent assets 65,432,992 70,772,947 67,310,224 13,128,082 216,644,245 9,658,350 Total Assets 84,259,447 81,939,403 75,936,864 14,925,554 257,061,268 22,441,569 Liabilities Current Liabilities Accounts Payable 9,978,396 706,244 371,784 61,770 11,118,194 312,067 Retainage Payable 0 35,721 0 0 35,721 0 Interfund Payable 0 0 0 0 0 65,381 Accrued Liabilities 298,805 49,360 67,592 110,524 526,281 83,412 Customer Construction Advances 24,382 55,640 23,361 0 103,383 0 Other Deferred Revenues 822 0 0 53,746 54,568 0 Claims Payable 0 0 0 0 0 894,712 Payable from Restricted Assets: Accounts Payable 836 0 0 0 836 0 Accrued Interest Payable 155,069 251,324 233,077 0 639,470 0 Accrued Liabilities 13,174 0 2,662 0 15,836 0 Refundable Deposits 1,031,701 175,596 0 7,599 1,214,896 0 Revenue Bonds 1,346,014 1,395,231 1,963,755 0 4,705,000 0 Total Current Liabilities 12,849,199 2,669,116 2,662,231 233,639 18,414,185 1,355,572 30 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets Proprietary Funds As of September 30, 2005 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Noncurrent Liabilities Claims Payable 0 0 0 0 0 764,490 Revenue Bonds 18,358,348 28,027,776 28,123,876 0 74,510,000 0 Unamortized Premium on Bonds (76,046) 25,209 (111,032) 0 (161,869) 0 Accrued Vacation 142,421 48,498 73,141 33,996 298,056 112,985 Total Noncurrent Liabilities 18,424,723 28,101,483 28,085,985 33,996 74,646,187 877,475 Total Liabilities 31,273,922 30,770,599 30,748,216 267,635 93,060,372 2,233,047 Net Assets Invested in Capital Assets, net of related debt 46,198,978 42,507,021 36,697,217 5,921,230 131,324,446 9,658,350 Restricted for: Debt Service 603,013 432,106 1,762,616 0 2,797,735 0 Unrestricted 6,183,534 8,229,677 6,728,815 8,736,689 29,878,715 10,550,172 Total Net Assets 52,985,525$ 51,168,804$ 45,188,648$ 14,657,919$ 164,000,896 20,208,522$ Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds:1,628,968 Net assets business-type activities:165,629,864$ The notes to the financial statements are an integral part of this statement. 31 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenses, and Changes in Fund Net Assets Proprietary Funds For the Fiscal Year Ended September 30, 2005 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Operating Revenues Electric Sales 50,446,608$ 0$ 0$ 0$ 50,446,608$ 0$ Water Sales 0 9,070,813 0 0 9,070,813 0 Sewer Service 0 0 9,419,981 0 9,419,981 0 Garbage Collection Fees 0 0 0 5,095,630 5,095,630 0 Charges for Services 0 0 0 474,700 474,700 7,991,723 Premiums 0 0 0 0 0 6,245,459 Other 984,482 445,576 269,393 54,899 1,754,350 192,755 Total Operating Revenues 51,431,090 9,516,389 9,689,374 5,625,229 76,262,082 14,429,937 Operating Expenses Electric Operations 42,784,102 0 0 0 42,784,102 0 Salaries and Benefits 0 1,144,338 1,580,867 1,741,608 4,466,813 2,499,462 Supplies 0 218,372 344,225 253,843 816,440 845,455 Maintenance 0 83,564 186,815 551,655 822,034 173,267 Purchased Professional Services 0 374,209 184,296 363,646 922,151 40,482 Purchased Property Services 0 967,475 564,040 1,339,327 2,870,842 101,994 Other Purchased Services 0 169,569 275,181 591,373 1,036,123 512,986 Claims 0 0 0 0 0 4,125,312 Administration Fees 0 0 0 0 0 418,907 Premiums 0 0 0 0 0 739,241 Reimbursed Administrative 0 1,458,859 728,985 495,708 2,683,552 1,077,005 Depreciation 3,929,807 1,903,529 1,929,800 178,055 7,941,191 2,743,536 Other 0 12,791 48,057 28,024 88,872 84,910 Total Operating Expenses 46,713,909 6,332,706 5,842,266 5,543,239 64,432,120 13,362,557 Operating Income 4,717,181 3,183,683 3,847,108 81,990 11,829,962 1,067,380 Nonoperating Revenues (Expenses) Investment Income 368,643 305,746 242,803 27,178 944,370 221,833 Reimbursed Expenses 36,079 3,325 7,940 775 48,119 30,060 Earnings in Joint Venture 0 0 0 (91,031) (91,031) 0 Interest Expense (824,955) (1,336,447) (1,536,060) 0 (3,697,462) 0 Other, Net (353,291) (275,257) 35,898 (30,727) (623,377) 151,575 Total Nonoperating Revenues (Expenses) (773,524) (1,302,633) (1,249,419) (93,805) (3,419,381) 403,468 Income (Loss) Before Capital Contributions and Transfers 3,943,657 1,881,050 2,597,689 (11,815) 8,410,581 1,470,848 Capital Contributions and Transfers Capital Contributions 1,313,745 306,646 316,929 0 1,937,320 0 Transfers In 0 0 0 0 0 1,007,076 Transfers Out (5,490,562) (915,508) (1,180,191) (601,454) (8,187,715) (416,179) Total Capital Contributions and Transfers (4,176,817) (608,862) (863,262) (601,454) (6,250,395) 590,897 Change in Net Assets (233,160) 1,272,188 1,734,427 (613,269) 2,160,186 2,061,745 Beginning Net Assets, as restated 53,218,685 49,896,616 43,454,221 15,271,188 18,146,777 Ending Net Assets 52,985,525$ 51,168,804$ 45,188,648$ 14,657,919$ 20,208,522$ Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds: 342,649 Change in net assets of business-type activities:2,502,835$ The notes to the financial statements are an integral part of this statement. 32 33 CITY OF COLLEGE STATION, TEXAS Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended September 30, 2005 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Cash Flows from Operating Activities: Cash Received from Customers 50,023,258$ 9,231,314$ 9,543,641$ 5,609,463$ 74,407,676$ 14,607,587$ Cash Payments to Suppliers for Goods and Services (36,374,549) (2,925,414) (2,070,633) (3,619,368) (44,989,964) (7,930,811) Cash Payments to Employees for Services (2,779,225) (1,136,168) (1,550,075) (1,747,028) (7,212,496) (2,465,143) Customer Deposits Received 49,655 16,385 0 4,354 70,394 0 Cash Received for Reimbursed Expenses 36,079 3,325 7,940 100 47,444 30,060 Cash Received for Miscellaneous Revenues 0 0 35,898 5,827 41,725 1,390 Cash Received from Other Funds 0 0 0 0 0 33,599 Cash Paid for Miscellaneous Expenses (496,758) (133,143) 19,853 (36,821) (646,869) (57,081) Net Cash Provided by Operating Activities 10,458,460 5,056,299 5,986,624 216,527 21,717,910 4,219,601 Cash Flows from Noncapital Financing Activities: Transfers In from Other Funds 0 0 0 0 0 1,007,076 Transfers Out to Other Funds (5,490,562) (915,508) (1,180,191) (601,454) (8,187,715) (416,179) Net Cash (Provided) Used by Noncapital Financing Activities (5,490,562) (915,508) (1,180,191) (601,454) (8,187,715) 590,897 Cash Flows from Capital and Related Financing Activities: Acquisition and Construction of Capital Assets (4,425,852) (5,648,422) (2,851,185) 0 (12,925,459) (3,506,648) Proceeds from Sale of Assets 0 0 0 0 0 30,084 Principal Paid on Revenue Bonds (1,248,450) (1,266,750) (1,894,800) 0 (4,410,000) 0 Interest Paid on Revenue Bonds (801,834) (1,302,183) (1,559,104) 0 (3,663,121) 0 Proceeds from Revenue Bonds 3,350,000 4,600,000 0 0 7,950,000 0 Net Cash Used by Capital and Related Financing Activities (3,126,136) (3,617,355) (6,305,089) 0 (13,048,580) (3,476,564) Cash Flows from Investing Activities: Purchase of Investments (33,687,234) (21,579,879) (20,833,684) (2,081,278) (78,182,075) (21,017,936) Proceeds from Sale and Maturities of Investment Securities 33,828,508 22,114,946 22,906,316 2,464,849 81,314,619 20,974,612 Investment Income 367,960 308,159 257,594 29,090 962,803 217,426 Net Cash Provided by Investing Activities 509,234 843,226 2,330,226 412,661 4,095,347 174,102 Net Increase in Cash and Cash Equivalents 2,350,996 1,366,662 831,570 27,734 4,576,962 1,508,036 Cash and Cash Equivalents, Oct. 1 4,078,889 2,732,192 3,055,205 352,573 10,218,859 2,509,604 Cash and Cash Equivalents, Sept. 30 6,429,885$ 4,098,854$ 3,886,775$ 380,307$ 14,795,821$ 4,017,640$ 34 CITY OF COLLEGE STATION, TEXAS Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended September 30, 2005 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Reconciliation of Operating Income to Net Cash Provided by Operating Activities: Operating Income 4,717,181$ 3,183,683$ 3,847,108$ 81,990$ 11,829,962$ 1,067,380$ Adjustment to Reconcile Operating Income to Net Cash Provided by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 3,929,807 1,903,529 1,929,800 178,055 7,941,191 2,743,536 Provision for Uncollectible Accounts 180,432 20,921 38,264 22,974 262,591 0 Miscellaneous Nonoperating Revenues 36,079 3,325 43,838 5,927 89,169 31,450 Miscellaneous Nonoperating Expenses (496,758) (133,143) 19,853 (36,821) (646,869) (11,149) Changes in Assets and Liabilities: Change in Accounts Receivable (1,407,832) (285,075) (145,733) (69,512) (1,908,152) 189,233 Change in Deferred Revenues 0 0 0 53,746 53,746 0 Change in Inventory 15,548 10,974 (5,014) 1,001 22,509 (40,125) Change in Prepaid Costs 0 0 0 0 0 1,378 Change in Accounts Payable 3,410,511 327,530 227,716 (38,842) 3,926,915 71,237 Change in Due to Other Funds 0 0 0 0 0 (12,333) Change in Claims Payable 0 0 0 0 0 144,675 Change in Accrued Liabilities 23,004 7,588 18,414 19,075 68,081 12,495 Change in Refundable Deposits 49,655 16,385 0 4,354 70,394 0 Change in Accrued Vacation 833 582 12,378 (5,420) 8,373 21,824 Total Adjustments 5,741,279 1,872,616 2,139,516 134,537 9,887,948 3,152,221 Net Cash Provided by Operating Activities 10,458,460$ 5,056,299$ 5,986,624$ 216,527$ 21,717,910$ 4,219,601$ Noncash Operating, Financing, Capital and Investing Activities: During the Fiscal year the Enterprise Fund added contributed capital in the amount of $1,937,320. Adjustments at 9/30/05 to investments to record income accrual and fair value changes were as follows: Enterprise Fund ($299,835) and Internal Service Funds, ($97,777). The notes to the financial statements are an integral part of this statement. 35 36 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 37 I. Summary of Significant Accounting Policies A. Financial Reporting Entity The City of College Station, Texas ("City"), the financial reporting entity presented in these financial statements, was incorporated in 1938 and is a municipal corporation incorporated under the provisions of H.B. 901 of the Texas Legislature. The City operates under a Council- Manager form of government and provides such services as authorized by its charter to advance the welfare, health, comfort, safety and convenience of the City and its inhabitants. The City of College Station entered into a joint venture in 1990 with the City of Bryan, Texas creating the Brazos Valley Solid Waste Management Agency ("BVSWMA"). BVSWMA was formed to combine landfill operations for the two cities. It is subject to joint control, and each City holds a 50% interest and ownership in BVSWMA. The City's equity interest in BVSWMA is reported in the Sanitation Fund. (See Note V-C). The financial statements of the City have been prepared in conformity with generally accepted accounting principles ("GAAP") as applied to state and local governments. The more significant of the City's accounting policies are described below. B. Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net assets and the statement of activities) report information on all of the nonfiduciary activities of the City. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses for 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 (1) charges to customers or applicants who purchase, use, or directly benefit from goods, services or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for governmental funds and proprietary funds. Major individual governmental funds and major individual enterprise funds are reported as separate columns in the fund financial statements. C. Measurement Focus, Basis of Accounting and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 38 when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. The City considers revenues to be available if they are collected within 30 days of the end of the current fiscal period. Expenditures are generally recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to vacation, claims, and judgments, are recorded only when payment is due. Property taxes, other local taxes, licenses, and interest associated with the current fiscal period are all considered to be susceptible to accrual and, therefore, have been recognized as revenues of the current fiscal period. All other revenue items are considered to be measurable and available only when the City receives cash. The City reports the following major governmental funds: The General Fund is the City's primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. All general tax revenues and other receipts that are not restricted by law or contractual agreement to some other fund are accounted for in this fund. General operating expenditures, fixed charges and capital improvement costs that are not paid through other funds are paid from the General Fund. The Debt Service Fund accounts for the financial resources accumulated for the payment of principal, interest and related costs on long-term debt paid primarily from taxes levied by the City. The fund balance of the Debt Service Fund is reserved to signify that the amounts are restricted exclusively for debt service expenditures. The Streets Capital Projects Fund accounts for the costs of new street construction, street improvements, and traffic signalization made with funds provided by proceeds from the sale of general obligation bonds and by investing those proceeds. The City reports the following major proprietary funds: The Electric Fund accounts for the activities necessary to provide electric services to the residents of the City. These activities include administration, distribution system operations and maintenance, transmission system operations and maintenance, new construction, and financing and related debt service. Billing and collection services are accounted for as an internal service fund. The Water Fund accounts for the activities necessary to provide water services to the residents of the City. These activities include administrative services, water production and distribution system operations and maintenance, new construction, financing and related debt service. Billing and collection services are accounted for as an internal service fund. The Sewer Fund accounts for the activities necessary to provide sewer collection and treatment services to the residents of the City. These activities include administrative services, wastewater system operations and maintenance, new construction, financing and related debt service. Billing and collection services are accounted for as an internal service fund. Additionally, the City reports the following fund types: Internal service funds account for activities related to the operation and maintenance of the City's radio and telephone systems; administration of health insurance provided to City employees; the City's risk management activities, including general liability, unemployment, Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 39 and workers' compensation claims and associated administrative expenses on a cost reimbursement basis; utility billing and collection activities related to the City's electric, water, and sewer utilities and residential and commercial garbage collection; activities related to the management of the City's vehicles and heavy equipment, including preventative maintenance and vehicle repair; activities related to the City's printing and mail operations; and activities related to the purchase and replacement of vehicles and large motorized equipment, telephone and radio systems, and technological infrastructure equipment not budgeted in other funds. Private sector standards of accounting and financial reporting issued prior to December 1, 1989, generally are followed in both the government-wide and proprietary fund financial statements to the extent that those standards do not conflict with or contradict guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected to not follow subsequent private sector guidance. In general, the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this rule are payments-in-lieu of taxes, indirect costs and franchise fees, and other charges between the City's Electric, Water, and Sewer funds because elimination of these charges would distort the direct costs and program revenues reported in the Statement of Activities. Amounts reported as program revenues include (1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Proprietary funds distinguish operating revenues and expenses from non-operating items. Operating revenues and expenses generally result from providing services in connection with the fund's principal ongoing operations. The principal operating revenues of the City's enterprise and internal service funds are charges for customer services including electric, water, sewer, and sanitation fees, equipment purchase amounts, and risk management charges. Operating expenses for enterprise funds and internal service funds include the cost of services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as non-operating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City's policy to use unrestricted resources first, and then restricted resources as they are needed. D. Implementation of New Accounting Principles GASB Statement No. 40 – Deposit and Investment Risk Disclosures – An Amendment of GASB Statement No. 3 (“GASB 40”) GASB Statement No. 40 reduces the custodial credit risk disclosure requirements of GASB Statement No. 3, it eliminates the activity disclosures previously mandated by GASB Statement No. 3, and it introduces a variety of new investment-related disclosures. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 40 E. Assets, Liabilities, and Net Assets or Equity Cash and Cash Equivalents Cash and cash equivalents are short term highly liquid investments that are (a) readily convertible to known amounts of cash and (b) so near their maturity that they present insignificant risk of changes in value because of changes in interest rates. Therefore, for purposes of the statement of cash flows, cash and cash equivalents (including restricted assets) include demand accounts, investment pools, money market mutual funds, and agency securities notes with original maturities of three months or less when purchased. All cash, except for petty cash accounts, is deposited with the City's depository bank in interest bearing accounts or is invested. The City uses a pooling method to account for cash and cash equivalents. Equity in cash and cash equivalents and interest income from the cash pool is allocated to the participating funds on a monthly basis. The amount of the allocation is determined by calculating a ratio of each fund's equity in the pool to the total pool. Investments Investments are made in accordance with the City's Investment Policy which was adopted by the City Council in October 2005. This policy is applicable to all City funds and permits investment in obligations of the U.S. Government or its agencies, repurchase agreements, commercial paper, certificates of deposit, guaranteed investment contracts, public funds investment pools, and money market mutual funds. This policy states that the City Manager shall designate the City’s Investment Officer with whom responsibility and authority for investment transactions reside. The investments purchased under the provisions of the Investment Policy are managed to maintain liquidity for meeting the City's needs for cash and to limit potential market risks in periods of rising interest rates which depress the market value of securities. As a guideline, maturity of securities should not exceed five years for cash management purposes, with an optimum weighted average maturity of less than two years. Investments in securities of a longer maturity than two years are considered prudent for funds maintained for capital construction and debt service funds, if necessary to meet projected disbursement schedules. As a general guideline, the City’s cash management portfolio is designed with the objective of meeting, over the course of full market cycles, the average return on three-month U.S. Treasury Bills, or the average rate of federal funds, whichever is higher. These indices are considered benchmarks for riskless investment transactions and therefore comprise a standard for the portfolio's rate of return. The investment program seeks to augment rates of return above this level. In a diversified portfolio, measured losses are inevitable and must be considered within the context of the overall portfolio. The objective in investment of construction funds is at least to match inflation increases in construction costs. Active portfolio management includes the practice of selling securities prior to maturity and using the proceeds to purchase other securities. Such "swaps" are performed for a variety of valid reasons: to lengthen maturities as interest rates rise, to secure market profits and shorten maturities as interest rates fall, and to take advantage of the differences in relative yield between different types of securities and varying maturities. "Swap" analysis is the responsibility of the City's Investment Officer and the decision to execute the "swap" rests with him. To protect the portfolio from imprudent trading, no security may be sold until such time as Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 41 the current market value of the security plus interest earned from date of purchase is at least equal to the purchase price of that security. State statutes authorize the City to invest in fully-insured time deposits, direct debt securities of the United States or its agencies, and fully collateralized repurchase agreements. The repurchase agreements must be purchased pursuant to a master repurchase agreement which specifies that the transaction be held in a safekeeping account subject to the control and custody of the City. Investments in security repurchase agreements may be made only with the City's depository bank, with state or national banks domiciled in the state of Texas, or with securities dealers reporting to the Federal Reserve Bank of New York ("Primary Dealers"). All securities are purchased delivery-vs.-payment and held in the City's name in a safekeeping account at JP Morgan Chase Bank. Investments of all funds consist mainly of Agency securities, a money market mutual fund with Fidelity, and investments in Texpool’s public funds investment pool. Investments are stated at fair value in accordance with GASB Statement No. 31, Accounting and Financial Reporting for Certain Investments and for External Investment Pools. The City also uses a pooling method to account for investments. Equity in investments and interest income from the investment pool is allocated to the participating funds on a monthly basis and is determined by calculating a ratio of each fund's equity in the investment pool to the total pool. GASB Statement No. 31 provides that governmental entities may report all investments at fair value or they may elect to report certain money market investments and participating interest- earning investment contracts at amortized cost. The City has elected to report all investments at fair value. Inventories and Prepaid Costs Inventories are accounted for using the consumption method and are valued at year-end based on cost, with cost determined using an average cost method. Payments made to vendors for services that will benefit periods beyond September 30, 2005, are recorded as prepaid costs with a reserve for prepaid items recognized in the governmental funds in the fund level financial statements to signify that a portion of fund balance is not available for other subsequent expenditures. Interfund Transactions and Receivables/Payables Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either "due to/from other funds" (i.e., the current portion of interfund loans) or "advances to/from other funds" (i.e., the non-current portion of interfund loans). All other outstanding balances between funds are reported as "due to/from other funds." Any residual balances outstanding between the governmental activities and business-type activities are reported in the government-wide financial statements as "internal balances." Restricted Assets In the Enterprise Funds, proceeds of utility revenue bonds, as well as resources set aside for their repayment, are classified as restricted assets on the balance sheet because their use is Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 42 limited by applicable bond covenants. In addition, customer utility deposits are classified as restricted assets because the deposit remains the property of the customer and is not available for operations. In the General Fund, restricted assets are comprised of Municipal Court cash bonds, Municipal Court technology funds, Municipal Court efficiency time payment fee funds, Municipal Court security funds, and police seizure funds, all of which are not available for operations. Investment in Joint Venture The Proprietary Funds' investment in joint venture is recorded using the equity method of accounting. Required disclosures concerning the joint venture are presented in Note V-C. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, bridges, sidewalks, 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 City as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of three years. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets are recorded at estimated fair market value at the date of donation. Assets owned by the electric utility are capitalized in accordance with Federal Energy Regulatory Commission (FERC) guidelines. Furthermore, assets owned by either the water or sewer utilities are capitalized in accordance with the National Association of Regulatory Utility Commissioners (NARUC) guidelines. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend the asset's useful life are not capitalized. Major outlays for capital assets and improvements are capitalized as projects are constructed. In accordance with Financial Accounting Standards Board Statement No. 71, interest is not capitalized during construction of capital assets of business-type activities because interest is recovered currently in the City's established rate. Depreciation of all assets is recorded and calculated using the straight-line method over the following estimated useful lives: Electric System 1-50 Years Water System 2-50 Years Sewer System 2-50 Years Infrastructure 10-50 Years Buildings and Building Improvements 5-50 Years Land Improvements 10-45 Years Machinery and Equipment 5-20 Years Motor Vehicles 3-12 Years Furniture, Fixtures and Office Equipment 5-20 Years Compensated Absences Employees are credited with vacation at rates of 10 to 20 days per year, depending upon length of service. Carryover of unused vacation time from one year to the next is allowed for a maximum of two years. Upon termination, the respective employees are paid for any accrued vacation not taken (up to the two-year maximum). Accumulated vacation is accrued when earned in the government-wide and proprietary fund financial statements. No liability has been recorded in the governmental fund financial statements. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 43 Employees are credited with sick leave at the rate of one day per month. There is no maximum to the number of sick days that each employee can accumulate. Because the City does not pay employees for unused accumulated sick leave, no related liability has been recorded in the financial statements. Long-Term Obligations In the government-wide financial statements and in the fund financial statements for the proprietary fund types, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund statement of net assets. Bond premiums and discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the straight-line method. Bonds payable are reported net of the applicable bond premium or discount and deferred amounts on refundings. Bond issuance costs are reported as deferred charges and amortized over the term of the related debt. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for use for specific purpose. Designations of fund balance represent tentative management plans that are subject to change. F. Budgetary Control The City follows these procedures in establishing the budgetary data: 1. Prior to September 1, the City Manager submits to the City Council a proposed operating budget for the fiscal year commencing the following October 1. The operating budget includes proposed expenditures and the means for financing them. 2. All budget requests are compiled by the Office of Budget and Strategic Planning and then presented with comparative and supporting data to the Mayor and City Council for review. 3. Public hearings are properly advertised and conducted at City Hall for taxpayer comments. 4. Prior to September 27, the budget is legally enacted through passage of an ordinance. 5. The City Council must approve all transfers of budgeted amounts between departments within any fund and any revision that alters the total expenditures of any fund. An amount is also budgeted each year for contingencies which may arise. The Council has authorized the City Manager to make budget transfers for contingencies if the amount does not exceed $15,000. All other transfers must be approved by City Council. City Council may transfer amounts among individual budget line items within major expenditure categories during the year, but no such transfer may increase the overall total budget. Budgeted amounts as originally adopted were not significantly changed by such transfers during the year. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 44 6. In accordance with the City Charter, the budget may be amended after the following conditions are met: (a) The City Manager certifies that there are available revenues in excess of those estimated in the budget. (b) The City Council holds a public hearing on the supplemental appropriation. (c) The City Council approves the supplemental appropriation. Management may not amend the budget without seeking the approval of the City Council. II. Reconciliation of Government-Wide and Fund Financial Statements A. Explanation of Certain Differences Between the Governmental Fund Balance Sheet and the Government-Wide Statement of Net Assets The governmental fund balance sheet includes a reconciliation between fund balance--total governmental funds and net assets--governmental activities as reported in the government- wide statement of net assets. The details of this $79,233,709 difference are as follows: When capital assets (land, buildings, equipment, etc.) that are to be used in governmental activities are purchased or constructed, the costs of those assets are reported as expenditures in governmental funds. However, the statement of net assets includes those capital assets among the assets of the City as a whole. Cost of Capital Assets 238,877,586$ Accumulated Depreciation (88,114,257) Net Capital Assets 150,763,329$ Long-term liabilities applicable to the City's governmental activities are not due and payable in the current period and, accordingly, are not reported as fund liabilities in the governmental funds. All liabilities, both current and long-term, are reported in the statement of net assets. Bonds Payable (88,905,000)$ Accrued Interest Payable (551,916) Compensated Absences (1,584,012) (91,040,928)$ Because the focus of governmental funds is on short-term financing, some assets will not be available to pay for current period expenditures. Those assets (for example, receivables) are offset by deferred revenues in the governmental funds and, thus, are not included in fund balance. Deferred revenue for emergency medical services, paving assessments, and property taxes shown on the governmental fund statements is not deferred on the statement of net assets. Deferred Property Tax Revenue 358,587$ Deferred Emergency Medical Services Revenue 551,371 Paving Assessment Revenue 21,796 931,754$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 45 Internal service funds are used by management to charge certain activities, such as self insurance, print-mail services, and fleet maintenance, to individual funds. The assets and liabilities of certain internal service funds are included in governmental activities in the statement of net assets. 18,579,554$ B. Explanation of Certain Differences Between the Governmental Fund Statement of Revenues, Expenditures, and Changes in Fund Balances and the Government-Wide Statement of Activities The governmental fund statement of revenues, expenditures, and changes in fund balances includes a reconciliation between net changes in fund balances--total governmental funds and changes in net assets of governmental activities as reported in the government-wide statement of activities. One element of that reconciliation explains that "Governmental funds report capital outlays as expenditures. However, in the statement of activities the cost of those assets is allocated over their estimated useful lives and reported as depreciation expense." The details of this $9,140,704 difference are as follows: Capital Outlay 15,433,007$ Depreciaiton Expense (6,292,303) Net Adjustment to increase net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities 9,140,704$ Another element of that reconciliation states that "The net effect of various miscellaneous transactions involving capital assets (i.e., sales, trade-ins, and donations) is to increase net assets." The details of the $4,365,785 difference are as follows: Donated Capital Assets 4,489,883$ Sale of Capital Assets (124,098) The net effect of miscellaneous capital asset transactions increase net assets in the statement of activities, but do not appear in the governmental funds because they are not financial resources. 4,365,785$ Another element of that reconciliation states that "The issuance of long-term debt (e.g., bonds, leases) provides current financial resources to governmental funds, while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds. Neither transaction, however, has any effect on net assets. Also, governmental funds report the effect of issuance costs, premiums, discounts, and similar items when debt is first issued, whereas these amounts are deferred and amortized in the statement of activities." The details of this ($7,157,581) difference are as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 46 Debt issued or incurred: Issuance of General Obligation Bonds and Certificates of Obligation (13,347,581)$ Principal Retirement 6,190,000 Net Adjustment to decrease net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities (7,157,581)$ Another element of that reconciliation states that "Some expenses reported in the statement of activities do not require the use of current financial resources and, therefore, are not reported as expenditures in governmental funds." The details of this ($82,388) difference are as follows: Compensated Absences (71,943)$ Accrued Interest (10,445) Net Adjustment to decrease net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities (82,388)$ III. Stewardship, Compliance, and Accountability A. Budgetary Information The Council approved one budget amendment during fiscal year 2005. This budget amendment included the following appropriations: Collection System Rehabilitation 235,000$ Mobile Data Terminal Replacements 90,000 Lincoln Center Donation 2,500 Remote Arraignment 20,000 Presidential Innaugural Reimbursement 53,508 Property Claim Costs 175,000 Fire FEMA Grant 174,906 BVSWMA Land Purchase 1,057,200 1,808,114$ 1. Budget appropriations are adopted at the fund level for all funds except the General Fund. In the General Fund, budget appropriations are adopted at the department level. Expenditures in excess of appropriations for each fund are prohibited by the City Charter. Appropriations which have not been expended or lawfully encumbered lapse at the end of the budget year. 2. Formal budgetary integration is legally enacted and employed as a management control device during the year for all funds. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 47 3. Encumbrance accounting is employed in governmental funds. Encumbrances (e.g., purchase orders, contracts) outstanding at year end are reported as reservations of fund balances and do not constitute expenditures or liabilities. B. Excess of Expenditures Over Appropriations The amounts of any excesses of expenditures/expenses over appropriations during fiscal year 2005, and the funds in which they occurred are as follows: Fund Amount Parks Escrow 165,662$ Unemployment 8,454 Print/Mail 44,353 Fleet Maintenance 54,114 Debt Service 8,972 Business Park 148,462 Higher than expected capital outlay expenditures primarily resulted in the $165,662 excess in the Parks Escrow fund. Higher than expected claims expenses resulted in the $8,454 excess in the Unemployment fund. Higher than expected supplies, advertising, postage, and freight expenses resulted in the $44,353 excess in the Print/Mail fund. Higher than expected salaries and benefits, maintenance, and other operating expenses resulted in the $54,114 excess in the Fleet Maintenance fund. Higher than expected interest payments resulted in the $8,972 excess in the Debt Service fund. Higher than expected capital outlay and debt issuance cost expenses resulted in the $148,462 excess in the Business Park fund. IV. Detailed Notes on All Funds A. Cash and Investments Cash and investments are accounted for within the pooled cash fund of the City. The City records investments at fair value in accordance with GASB Statement No. 31, Accounting and Financial Reporting for Certain Investments and for External Investment Pools. Cash and cash equivalents, investment balances and interest income are allocated to the City’s participating funds on a monthly basis. The amount of the allocation is based on each fund's proportional equity to total pooled equity. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 48 As of September 30, 2005 the City had the following investments: Weighted Average Fair Value Maturity (days) Bank Demand Accounts 850,204$ 1 U.S. Agency Bonds 82,364,330 432 Texas Local Government Investment Pool 36,452,103 1 Fidelity Money Market Mutual Fund 1,651,263 1 121,317,900$ Portfolio Weighted Average Maturity 294 Interest rate risk. In accordance with the City's Investment Policy, interest rate risk is managed by limiting the weighted average maturity of the investment portfolio to two years (approximately 720 days) or less and by limiting the maximum maturity of any security purchased to five years or less. Credit risk. Investments authorized by the City’s policy are those approved by the revised State of Texas Public Funds Investment Act of 1997 and the Texas Public Collateral Act of 1989. These investments include the following: ƒ Obligations of the United States or its agencies and instrumentalities; ƒ Direct obligations of the State of Texas or its agencies; ƒ Other obligations, the principal and interest on which is unconditionally guaranteed or insured by the State of Texas or the United States or its agencies; ƒ Obligations of states, agencies, counties, cities, and other political subdivisions of any state having been rated as to investment quality by a nationally recognized investment rating firm and having received a rating of not less that “A” or its equivalent; ƒ Certificates of deposit issued by state and national banks domiciled in Texas that are secured by obligations qualified as acceptable collateral; ƒ Certificates of deposit issued by savings and loan associations domiciled in Texas that are secured obligations qualified as acceptable collateral; ƒ Repurchase agreements or reverse repurchase agreements; ƒ Commercial paper with a stated maturity of 270 days or less from the date of issuance that is rated not less than “A-1,” “P-1,” or its equivalent; ƒ Money market mutual funds that are SEC registered no-load funds with dollar- weighted average portfolio maturity of 120 days or less; ƒ Guaranteed investment contracts; or ƒ Public funds investment pools. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 49 As of September 30, 2005 the City’s investments were rated by Standard & Poor's and Moody's as follows: S&P Moody's Texpool AAAm NA* Fidelity Money Market Mutual Fund AAAm Aaa Federal Home Loan Bank AAA Aaa** Federal National Mortgage Association AAA Aaa Federal Farm Credit Bank AAA Aaa *Texpool is only rated by S&P. **FHLB Cusip 3133XCRR6 is only rated by S&P. Credit concentration. With the exception of U.S. Treasury securities and authorized pools, the City's Investment Policy limits the investment in a single security type or with a single financial institution to 30%. It also limits the overall investment in Federal Agency securities to 70%. At September 30, 2005 the issuers whose securities represented more than 5% of the City's investment portfolio were as follows: the Federal Home Loan Bank (31%), the Federal National Mortgage Association (22.7%), and the Federal Farm Credit Banks (14.3%). The 31% investment in the Federal Home Loan Bank exceeds the policy limit by 1%. This situation will be corrected in the first quarter of fiscal year 2006 when the City’s investment portfolio has $8,000,000 in Federal Home Loan Bank securities maturing. Custodian credit risk - deposits. In the case of deposits, this is the risk that in the event of a bank failure, the government's deposits may not be returned to it. The City of College Station's City Council has approved a depository services contract which governs its depository relationship. This contract requires that deposits not covered by depository insurance be collateralized at 105%. Custodian credit risk - investments. For an investment, this is the risk that, in the event of the failure of the counterparty, the government will not be able to recover the value of its investments or collateral securities that are in the possession of an outside party. The City's investment portfolio requires that all security transactions be conducted on a Delivery-vs.- Payment basis and that all securities be held by a third party custodian and evidenced by safekeeping receipts. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 50 B. Receivables Receivables as of year end for the City's individual major funds and nonmajor and internal service funds in the aggregate, including the applicable allowances for uncollectible accounts, are as follows: Internal Governmental Activities: Debt Streets Service Fund General Service Projects Nonmajor Allocation Total Taxes: Property 163,759$ 194,827$ -$ -$ -$ 358,586$ Beverage 72,109 - - - - 72,109 Sales 1,367,105 - - - - 1,367,105 Subtotal Taxes 1,602,973 194,827 - - - 1,797,800 Accrued Interest 58,878 8,249 90,267 139,068 59,732 356,194 Grants 90,977 - - 289,678 - 380,655 Accounts/Charges for Services 780,461 - - 193,478 37,387 1,011,326 Miscellaneous 48,179 - - - - 48,179 Total Gross Governmental 2,581,468 203,076 90,267 622,224 97,119 3,594,154 Less Allowance for Uncollectible Accounts (282,057) - - (76,994) (6,007) (365,058) Net Total Receivables 2,299,411$ 203,076$ 90,267$ 545,230$ 91,112$ 3,229,096$ Business-type Activities:Internal Service Fund Electric Water Sewer Nonmajor Allocation Total Accrued Interest 97,299$ 56,413$ 55,873$ 6,705$ 816$ 217,106$ Accounts/Charges for Services 7,710,652 1,375,343 1,208,774 658,402 26,378 10,979,549 Miscellaneous 1,099,786 - - 12,522 10,722 1,123,030 Total Gross Major Enterprise 8,907,737 1,431,756 1,264,647 677,629 37,916 12,319,685 Less Allowance for Uncollectible Accounts (1,695,297) (61,376) (124,135) (74,527) (18,622) (1,973,957) Net Total Receivables 7,212,440$ 1,370,380$ 1,140,512$ 603,102$ 19,294$ 10,345,728$ Governmental funds report deferred revenue in connection with receivables for revenues that are not considered to be available to liquidate liabilities of the current period. Governmental funds also defer revenue recognition in connection with resources that have been received but not yet earned. At the end of the fiscal year, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned Total Property Tax 358,586$ -$ 358,586$ Special Assessments 21,796 - 21,796 Fines and Penalties - 593,366 593,366 Emergency Services 551,371 - 551,371 Other 25,000 - 25,000 956,753$ 593,366$ 1,550,119$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 51 C. Capital Assets Capital asset activity for the year ended September 30, 2005 was as follows: Beginning Ending Governmental Activities Balance Increases Decreases Balance Capital Assets, Not Being Depreciated Land 24,136,626$ 897,944$ -$ 25,034,570$ Construction in Progress 15,086,813 14,426,032 (10,013,918) 19,498,927 Total Capital Assets, Not Being Depreciated 39,223,439 15,323,976 (10,013,918) 44,533,497 Capital Assets, Being Depreciated Buildings and Building Improvements 19,383,269 911,208 - 20,294,477 Improvements Other Than Buildings 15,679,147 2,071,881 - 17,751,028 Machinery and Equipment 23,101,825 4,374,557 (907,566) 26,568,816 Infrastructure 143,002,400 10,905,836 (144,300) 153,763,936 Total Capital Assets, Being Depreciated 201,166,641 18,263,482 (1,051,866) 218,378,257 Less Accumulated Depreciation for: Buildings and Building Improvements 5,036,579 442,924 - 5,479,503 Improvements Other Than Buildings 6,343,085 674,249 - 7,017,334 Machinery and Equipment 14,314,407 3,027,837 (893,489) 16,448,755 Infrastructure 69,414,394 4,827,334 (20,202) 74,221,526 Total Accumulated Depreciation 95,108,465 8,972,344 (913,691) 103,167,118 Total Capital Assets Being Depreciated, Net 106,058,176 9,291,138 (138,175) 115,211,139 Governmental Type Activities Capital Assets, Net 145,281,615$ 24,615,114$ (10,152,093)$ 159,744,636$ Beginning Ending Business-Type Activities Balance Increases Decreases Balance Capital Assets, Not Being Depreciated Land 709,650$ -$ -$ 709,650$ Construction in Progress 29,106,881 13,044,442 (16,108,954) 26,042,369 Total Capital Assets, Not Being Depreciated 29,816,531 13,044,442 (16,108,954) 26,752,019 Capital Assets, Being Depreciated Electric System 89,402,015 5,253,839 (412,842) 94,243,012 Water System 72,792,185 1,064,521 (11,657) 73,845,049 Wastewater System 64,163,198 11,703,332 (42) 75,866,488 Buildings and Building Improvements 5,723,063 - - 5,723,063 Machinery and Equipment 1,278,601 - (1,272) 1,277,329 Total Capital Assets, Being Depreciated 233,359,062 18,021,692 (425,813) 250,954,941 Less Accumulated Depreciation for: Electric System 39,344,238 3,803,220 (272,386) 42,875,072 Water System 20,060,712 1,880,290 (4,316) 21,936,686 Wastewater System 17,227,343 1,866,967 (8) 19,094,302 Buildings and Building Improvements 422,901 142,505 - 565,406 Machinery and Equipment 1,189,129 35,550 (1,272) 1,223,407 Total Accumulated Depreciation 78,244,323 7,728,532 (277,982) 85,694,873 Total Capital Assets Being Depreciated, Net 155,114,739 10,293,160 (147,831) 165,260,068 Business Type Activities Capital Assets, Net 184,931,270$ 23,337,602$ (16,256,785)$ 192,012,087$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 52 Depreciation expense was charged to governmental activities of the City as follows: Development Services 9,967$ Fire 46,780 Fiscal Services 13,087 General Government 21,018 Office of Technology and Information Services 191,174 Parks and Recreation 507,304 Police 56,682 Public Works 15,546 Non-departmental 5,430,745 Capital Assets Held by the City's Internal Service Funds 2,680,039 Total Depreciation Expense 8,972,342$ D. Interfund Transactions Transfers between funds during the year were as follows: Governmental Business-type Transfers In Transfers Out Activities, net Activities, net General Fund 7,444,644$ (1,638,578)$ 5,806,066$ -$ Debt Service Fund 1,523,571 - 1,523,571 - Special Revenue Funds: Community Development - (604,098) (604,098) - Convention Center 1,200,000 - 1,200,000 - WPC TIF - (436,525) (436,525) - Capital Projects Funds: Business Park - (1,200,000) (1,200,000) - General Government Projects 327,470 - 327,470 - Parks Projects 507,520 - 507,520 - Streets Projects 472,814 - 472,814 - Enterprise Funds: Electric - (5,490,562) - (5,490,562) Water - (915,508) - (915,508) Wastewater - (1,180,191) - (1,180,191) Sanitation - (401,359) - (401,359) Parking - (200,095) - (200,095) Internal Service Funds: Communication Services - (505) (505) - Equipment Replacement 859,621 (414,538) 445,083 - Fleet Maintenance 147,455 - 147,455 - Print/Mail - (126) (126) - Utility Billing - (1,010) - (1,010) 12,483,095$ (12,483,095)$ 8,188,725$ (8,188,725)$ Transfers are used to (1) move revenues from the funds with collection authorization to the debt service fund as debt service principal and interest payments become due, (2) move revenues from enterprise funds to the general fund to record the return on the investment, (3) move Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 53 revenues from enterprise funds to the general fund for economic development activity, (4) move unrestricted general fund revenues to finance various programs that the government must account for in other funds in accordance with budgetary authorizations. The composition of due to/due from balances as of September 30, 2005 is as follows: Due To Due From Amount General Fund Print/Mail 65,381$ Electric Fund Hotel/Motel Tax Fund 200,000$ The outstanding balance between the general fund and the print/mail funds represents a working capital loan that the general fund expects to collect in the subsequent year. The outstanding balance between the electric fund and the hotel/motel tax fund represents an amount related to an economic development project that is expected to be completed in fiscal year 2006. E. Deferred Charges See Note IV B. F. Long-Term Debt A summary of long-term debt transactions, including current portion, for the year ended September 30, 2005 is as follows: Amounts Beginning Incurred/ Matured/ Ending Due Within Balance Issued Retired Balance One Year Governmental Activities: General Obligation Bonds 47,085,000$ 5,710,000$ 2,995,000$ 49,800,000$ 3,340,000$ Certificates of Obligation 34,705,000 7,595,000 3,195,000 39,105,000 3,945,000 Accrued Vacation 1,681,294 1,159,248 1,034,312 1,806,230 166,101 Governmental Activity Long Term Debt 83,471,294$ 14,464,248$ 7,224,312$ 90,711,230$ 7,451,101$ Business Type Activities: Utility Revenue Bonds 75,655,000$ 21,030,000$ 17,470,000$ 79,215,000$ 4,705,000$ Accrued Vacation: Electric Fund 141,590 133,561 132,730 142,421 7,921 Water Fund 47,916 41,097 40,515 48,498 2,705 Sewer Fund 60,763 75,500 63,122 73,141 4,077 Other 81,783 98,786 89,705 90,864 5,043 Business Type Activity Long Term Debt 75,987,052$ 21,378,944$ 17,796,072$ 79,569,924$ 4,724,746$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 54 Internal service funds predominantly serve the governmental funds. All internal service funds, except for the utility billing fund, are included as part of the above totals for governmental activities. At year end $56,117 of internal service funds’ accrued vacation was included in governmental activities, and $56,868 of accrued vacation for the utility billing fund was included in business type activities. For the governmental activities, accrued vacation is generally liquidated by the general fund. Long-term debt at September 30, 2005 includes the following individual issues (not including unamortized premiums or discounts): Interest Issue Maturity Original Net Rate (%) Date Date Issue Retirement Outstanding General Obligation Bonds: 1996 Issue and Refunding 4.70-7.50 12/1/96 2/15/15 11,845,000$ 8,190,000$ 3,655,000$ 1998 Issue 4.50-6.50 4/1/98 2/15/17 6,200,000 1,485,000 4,715,000 1999 Issue 3.40-5.40 4/15/99 2/15/17 6,230,000 1,460,000 4,770,000 2000 Issue 5.00-7.00 4/13/00 2/15/18 8,460,000 2,180,000 6,280,000 2001 Issue 5.00-7.00 8/1/01 2/15/17 4,140,000 1,735,000 2,405,000 2002 Issue 4.25-6.25 3/1/02 2/15/21 6,445,000 1,100,000 5,345,000 2003 Issue 3.00-5.00 7/9/03 2/15/23 4,790,000 180,000 4,610,000 2004 Issue 2.00-5.00 5/1/04 2/15/24 12,940,000 630,000 12,310,000 2005 Issue 4.00-6.00 5/26/05 2/15/25 5,710,000 - 5,710,000 66,760,000$ 16,960,000$ 49,800,000$ Certificates of Obligation: 2000 Issue 5.00-7.00 4/13/00 2/15/18 4,050,000$ 1,630,000$ 2,420,000$ 2000A Issue 4.75-6.75 8/1/00 2/15/20 8,100,000 2,485,000 5,615,000 2001 Issue 3.50-5.00 8/2/01 2/15/20 3,650,000 1,860,000 1,790,000 2002 Issue 3.50-5.125 3/1/02 2/15/20 14,480,000 3,070,000 11,410,000 2003 Issue 2.50-3.25 12/5/02 2/15/08 1,000,000 385,000 615,000 2003A Issue 3.00-4.25 7/9/03 2/15/23 780,000 30,000 750,000 2004 Issue 2.00-5.00 5/1/04 2/15/24 9,415,000 505,000 8,910,000 2005 Issue 3.00-5.00 5/26/05 2/15/25 7,595,000 - 7,595,000 49,070,000$ 9,965,000$ 39,105,000$ Utility Revenue Bonds: 1995 Issue 5.25-6.25 8/1/95 2/1/16 6,000,000$ 5,400,000$ 600,000$ 1996 Issue 4.15-5.60 12/1/96 2/1/17 10,110,000 8,600,000 1,510,000 1998 Issue 4.55-6.50 4/1/98 2/1/17 2,700,000 1,995,000 705,000 2000 Issue 5.00-7.00 4/13/00 2/15/18 10,500,000 6,615,000 3,885,000 2001 Issue 3.50-5.50 8/1/01 2/15/21 23,500,000 2,840,000 20,660,000 2002 Issue 4.00-6.00 3/1/02 2/15/22 18,215,000 1,670,000 16,545,000 2003 Issue 3.50-4.25 12/5/02 2/1/14 11,160,000 1,545,000 9,615,000 2003A Issue 2.50-4.25 7/9/03 2/15/23 4,850,000 185,000 4,665,000 2005 Issue 3.50-5.50 5/26/05 2/1/25 8,035,000 - 8,035,000 2005A Issue 3.00-5.25 8/18/05 2/1/18 12,995,000 - 12,995,000 108,065,000$ 28,850,000$ 79,215,000$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 55 The annual requirements to amortize debt outstanding as of September 30, 2005 are as follows. Due to the nature of the obligation for accrued vacation, annual requirements to amortize such obligations are not determinable and have not been included in the following summary: Governmental Activities General Obligation Certificates of Obligation Year Ended September 30, Principal Interest Principal Interest 2006 3,340,000$ 2,299,382$ 3,945,000$ 1,779,255$ 2007 2,995,000 2,084,029 3,090,000 1,532,012 2008 3,090,000 1,954,873 2,960,000 1,402,998 2009 3,220,000 1,814,316 1,940,000 1,303,959 2010 3,385,000 1,659,987 2,030,000 1,226,832 2011-2015 17,245,000 5,823,499 9,695,000 4,904,607 2016-2020 11,230,000 2,277,975 11,565,000 2,347,179 2021-2025 5,295,000 486,044 3,880,000 398,528 49,800,000$ 18,400,105$ 39,105,000$ 14,895,370$ Business-Type Activities Electric Water Sewer Year Ended September 30, Principal Interest Principal Interest Principal Interest 2006 1,330,964$ 860,423$ 1,413,850$ 1,422,389$ 1,960,186$ 1,376,936$ 2007 1,176,889 774,036 1,344,321 1,310,943 1,918,790 1,278,601 2008 1,120,973 730,671 1,422,401 1,251,978 2,031,626 1,188,178 2009 1,066,684 690,294 1,472,798 1,188,094 2,160,518 1,098,361 2010 1,083,464 645,940 1,542,960 1,114,716 2,218,576 1,000,660 2011-2015 6,069,422 2,433,648 9,016,856 4,295,795 10,398,722 3,488,659 2016-2020 4,891,689 1,163,072 9,402,783 2,004,789 7,515,528 1,316,563 2021-2025 2,973,405 246,311 3,842,995 281,319 1,838,600 71,564 19,713,490$ 7,544,395$ 29,458,964$ 12,870,023$ 30,042,546$ 10,819,522$ The City intends to retire all of its general long-term liabilities, plus interest, from ad valorem taxes. The proprietary fund type long-term debt will be repaid, plus interest, from the operating revenues of the Electric, Water, and Sewer Funds. General Obligation Bonds and Certificates The City issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds are direct obligations and pledge the full faith and credit of the City. The City is required by bond covenants to create from ad valorem tax revenues a sinking fund sufficient to pay the current interest and principal installments as they become due. In addition to the sinking fund, there are a number of limitations and restrictions contained in the various general obligation bonds and certificate indentures. The City is in compliance with the significant limitations and restrictions at September 30, 2005. On May 26, 2005 the City issued $5.71 million in General Obligation Improvement Bonds with a true interest cost of 4.35%. The proceeds from the sale of the bonds will be used to (1) pay for the cost of construction and acquisition of and improvements to City streets, traffic control systems, parks, and public facilities, and (2) pay the costs incurred in connection with the issuance of the Bonds. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 56 On May 26, 2005 the City issued $7.595 million in Certificates of Obligation with a true interest cost of 4.14%. The proceeds from the sale of the Certificates will be used to pay for the cost of (1) construction of streets, drainage improvements, street lighting, water improvements, and sewer improvements; (2) athletic field and park projects; (3) technology projects; (4) the acquisition and construction of capital improvements in specific areas of the City; (5) the acquisition of a fire ladder truck; (6) the acquisition of land and design cost for a City-owned cemetery; and (7) to pay the costs incurred in connection with the issuance of the Certificates. Revenue Bonds Utility system revenue bonds are secured by the net revenues of the Electric, Water, and Sewer Funds as defined in the respective bond indentures. The City pledges income derived from the acquired or constructed assets to pay the debt service. In addition, the City is required to maintain debt service funds and bond reserve funds for all outstanding revenue bonds. Amounts in the reserve fund are to be used to pay principal and interest on outstanding bonds at any time sufficient funds are not available in the bond interest and redemption fund. The bond indentures require that the City accumulate reserves to an amount equal to the average annual principal and interest requirements of all outstanding bonds secured by the net revenues of the system. On May 26, 2005 the City issued $8.035 million in Utility System Revenue Bonds with a true interest cost of 4.37%. Proceeds from the sale of the bonds will be used for electric and water system improvements and for payment of the costs incurred in connection with the issuance of the bonds. On August 18, 2005 the City issued $12.995 million in Utility System Revenue Refunding Bonds with a true interest cost of 3.93%. Proceeds from the sale of the bonds were used to currently refund $2,700,000 and advance refund $10,360,000 of the City’s outstanding Utility System Revenue Bonds in order to achieve annual and net present value savings in the City’s annual debt service expense. The proceeds were also used to pay the costs incurred in connection with the issuance of the Bonds. Arbitrage Compliance Arbitrage provisions of the Internal Revenue Tax Act of 1986 require the City to rebate to the federal government excess arbitrage earnings from bond proceeds. As of September 30, 2005, the City had an arbitrage rebate liability of $126,000 related to the 1998 General Obligation Bonds, the 1999 General Obligation Bonds, and the 1999 Certificates of Obligation. Defeasance On August 18, 2005 the City issued Utility System Revenue Refunding Bonds with an average interest rate of 4.69% to refund $13.06 million of series 1995, 1998, and 2000 Utility System Revenue bonds and 1996 Utility System Revenue and Refunding bonds. As a result of this refunding, the City will reduce its total debt service payments over the next 10 years by approximately $1,037,232 and will obtain an economic gain (difference between the present values of the debt service payments on the old and new debt) of $813,969. The proceeds from the issuance of the bonds were used to purchase U.S. Government securities that were placed in an irrevocable trust with an escrow agent to provide debt service payments on the bonds being refunded. As a result, the refunded bonds are considered to be defeased, and the liability has been removed from the business-type activities column of the City's financial statements. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 57 The City has defeased certain revenue refunding bonds totaling $74,140,000 and certain general obligation bonds and certificates of obligation totaling $18,392,126 by placing the proceeds of the refunding bonds in an irrevocable trust to provide for all future debt service on the refunded bonds. Accordingly, the trust account assets and the liability for the defeased bonds are not included in the City's financial statements. At September 30, 2005, the outstanding principal balance of the defeased revenue refunding bonds was $22,985,000 and the outstanding principal balance of the defeased general obligation bonds and certificates of obligation was $1,750,000. The assets, liabilities, and financial transactions of all of these trust accounts and the liability for refunded (defeased) bonds are not reflected in the financial statements of the City. The tables below reflect refunded debt outstanding at September 30, 2005 and are net of any amounts to be paid or retired by the trustee on October 1, 2005: Refunded in Year Ended September 30, 2005 Utility System Revenue Bonds, Series 1995 2,700,000$ Utility System Revenue Bonds, Series 1996 4,260,000 Utility System Revenue Bonds, Series 1998 1,330,000 Utility System Revenue Bonds, Series 2000 4,770,000 13,060,000$ Refunded in Prior Years Utility System Revenue & Refunding Bonds, Series 1993 2,000,000$ Utility System Revenue Bonds, Series 1994 7,425,000 Utility System Revenue Bonds, Series 1990 500,000 General Obligation & Refunding Bonds, Series 1991 975,000 General Obligation Refunding Bonds, Series 1996 775,000 11,675,000$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 58 G. Reservations of Fund Balances and Net Assets Fund balances for governmental funds have been reserved at September 30, 2005 as follows: Reserved Governmental Funds: General Fund: Reserved for Encumbrances 537,586$ Reserved for Inventory 56,280 Reserved for Police Seizure 23,664 Reserved for Court Technology 212,005 Reserved for Court Security 278,369 Reserved for Court Efficiency Improvements 24,276 Debt Service: Reserved for Encumbrances 2,128 Reserved for Bond Debt Service 2,815,959 Other Governmental Funds: Reserved for Encumbrances 8,311,783 Reserved for Capital Projects 30,440,475 Reserved for Endowment 1,113,033 Reserved for Prepaids 315,733 Total 44,131,291$ H. Restatement of Net Assets The business-type activities beginning net assets reported in the government-wide financial statements has been restated, and the electric fund beginning net assets reported in the proprietary fund financial statements has been restated. The restatement in both statements is the result of a correction to the value of a previously unrecorded building in the electric fund. The restatement is summarized in the schedule below: Business-type Electric Activities Fund Net Assets, October 1, 2004 161,018,556$ 51,110,212$ Adjustment to Buildings and Building Improvements 2,108,473 2,108,473 Net Assets, October 1, 2004 163,127,029$ 53,218,685$ The governmental activities beginning net assets reported in the government-wide financial statements has been restated, and the property and casualty fund and workers’ compensation fund beginning net assets reported in the internal service fund financial statements have been restated. The restatement in both statements is the result of an actuarial report showing the unpaid liability in both the property and casualty and worker’s compensation funds as of September 30, 2004. The final numbers for the 2004 actuarial report were not received until after the 2004 CAFR had been issued. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 59 The restatement is summarized in the schedule below: Property and Workers' Governmental Casualty Compensation Activities Fund Fund Net Assets, October 1, 2004 131,223,686$ 404,404$ 235,509$ Adjustment to Claims Payable (904,263) (154,997) (749,266) Net Assets, October 1, 2004 130,319,423$ 249,407$ (513,757)$ V. Other Information A. Property Taxes Property tax is levied each October 1 on the assessed (appraised) value listed as of the prior January 1 for all real and business personal property located in the City. Taxable assessed value represents the appraisal value less applicable exemptions authorized by the City Council. Taxes are due October 1 and are delinquent after the following January 31. Tax liens are automatic and become enforceable as of January 1 of each year. Taxes become delinquent February 1 and are subject to interest and penalty charges. The tax rate to finance general governmental services including debt service was 46.40 cents per $100 of assessed valuation for the year ended September 30, 2005. Under current state statutes, the City's ability to increase the levy for property taxation is subject to a maximum rate of $2.50 per $100 valuation. The Brazos County Appraisal District ("Appraisal District") is responsible for the recording and appraisal of property for all taxing units in Brazos County. The Appraisal District is required to assess property at 100 percent of its appraised value. Real property must be reappraised at least every three years. The City may, at its own expense, require annual reviews by the Appraisal District through various appeals and, if necessary, legal action. Under this system, if the rate, excluding tax rates for bonds and other contractual obligations adjusted for new improvements, exceeds the rate for the previous year by more than eight (8) percent, qualified voters of the City may petition for an election to determine whether to limit the tax rate to no more than eight (8) percent above the tax rate of the previous year. Brazos County bills and collects the property taxes for the City. B. Risk Management A government entity, such as the City of College Station, is faced with many risks. These risks can be generally subdivided into four categories of loss: direct property loss, indirect property loss, liability loss, and personnel losses. The City employs a combination of risk management strategies to provide acceptable levels of protection regarding these potential risks. The City is self-insured for health benefits, and the plan is administered by Blue Cross Blue Shield. This activity is accounted for in the Employee Benefits Fund which is funded monthly by contributions from employees and from the operating funds of the City. These contributions are determined based on an analysis of prior year claims and administrative costs and a forecast of future claims and administrative costs. The City has a stop-loss insurance policy that limits its liability to $100,000 per individual per year with an aggregate, annual liability of $1,000,000. The liability for outstanding losses includes $472,586 for claims incurred but not reported as of September 30, 2005. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 60 In fiscal year 2005 the City was insured by Affiliated FM for all of its real and personal property and mobile equipment. Affiliated FM is funded by calculated contributions from the City's operating funds and provides all of the claims handling for these lines of coverage. The City carries a $100,000 deductible per occurrence on its property insurance policy with Affiliated FM. Property insurance covers all direct losses and some indirect losses. On all lines of liability coverage, the City is self-insured. The City has procured excess liability coverage through State National Insurance Company that is A.M. Best rated A-VII. The self- insured retention ("SIR") is $250,000 per claim. The claims are handled by a third party claims administrator ("TPA") located in Houston, Texas. The City is also self-insured on its workers' compensation coverage. The City opted for excess workers' compensation coverage with a SIR of $250,000 per claim feature. The City's carrier is State National Insurance Company, and the TPA handles all of the workers' compensation claims. In the event of a simultaneous liability and workers' compensation claim, only one SIR applies. Liabilities in the property and casualty fund and the workers’ compensation fund are reported when it is probable that a loss has occurred and the amount of the loss can be reasonably estimated. Liabilities include an amount for claims that have been incurred but not reported. Based upon the most recent actuarial study, the City has recorded the potential liability of $279,770 in the property and casualty fund and the potential liability of $906,846 in the workers’ compensation fund. The results of the process to estimate the claims liability is not an exact amount as it depends on many complex factors, such as inflation, changes in legal doctrines, and damage awards. Accordingly, claims are reevaluated periodically to consider the effects of inflation, recent claim settlement trends (including frequency and amount of pay-outs), and other economic and social factors. Lastly, the City also uses its Unemployment Fund to account for self-insurance activity involving claims filed under unemployment compensation laws. Monthly contributions based on a percentage of payroll are determined each year during the budget process and are used to fund this activity. Settlements have not exceeded self-insured retention for each of the past three fiscal years. The liabilities for insurance claims reported in each of the funds are based on Governmental Accounting Standards Board Statement No. 10, which requires that a liability for claims be reported if information prior to the issuance of the financial statements indicates that it is probable that a liability has been incurred at the date of the financial statements and if the amount of the loss can be reasonably estimated. These liabilities include an estimate for incurred but not reported claims. Changes in the balances of claims liabilities for the self- insurance funds that are accounted for as Internal Service Funds for fiscal years 2005 and 2004 are as follows: 2005 2004 Unpaid Claims, October 1 1,514,527$ 418,859$ Incurred Claims (including IBNR's) 4,110,008 3,569,188 Claims Paid (3,965,333) (2,473,520) Unpaid Claims, September 30 1,659,202$ 1,514,527$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 61 C. Joint Venture In May 1990, the City of College Station joined the City of Bryan in creating BVSWMA. The primary purpose of BVSWMA is to achieve economy of scale savings for the participants through joint ownership and use of regional waste management facilities. Each city holds a 50% interest and ownership in BVSWMA. BVSWMA is governed by an Administrative Board of Trustees ("Board") comprised of the City Manager and a staff person from each city; in addition, the Mayors of each city serve alternating two-year terms on the Board. The Board has complete responsibility for the daily operating activities of BVSWMA. After Board approval, the BVSWMA annual budget is presented for approval by both cities as a part of their regular budget. The City's share of BVSWMA's change in net assets for fiscal year 2005 was ($91,031). State and federal laws and regulations require BVSWMA to place a final cover on its Rock Prairie landfill site when it stops accepting waste and to perform certain maintenance and monitoring functions at the site for thirty years after closure. Although closure and postclosure care costs will be paid only near or after the date that the landfill stops accepting waste, BVSWMA reports a portion of these closure and postclosure care costs as an operating expense in each period based on landfill capacity used as of each balance sheet date. The $2.8 million reported as accrued postclosure maintenance costs at September 30, 2005, represents the cumulative amount reported to date based on the use of 66 percent of the estimated capacity of the landfill. BVSWMA will recognize the remaining estimated cost of closure and postclosure care of $1.5 million as the remaining estimated capacity is filled. These amounts are based on what it would cost to perform all closure and postclosure care in 2005. BVSWMA expects to close the landfill in the year 2008. Actual cost may be higher due to inflation, changes in technology, or changes in regulations. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 62 The following is a summary of information from the audited financial statements of BVSWMA as of September 30, 2005: 2005 2004 Assets: Current Assets 9,593,720$ 12,714,944$ Capital Assets (Net of $4,722,979 Accumulated Depreciation at 2005 and $4,546,076 at 2004) 5,707,912 4,132,478 Deferred Landfill Permits (Net of $507,081 Accumulated Amortization at 2005 and $429,483 at 2004) 2,363,213 2,363,993 17,664,845 19,211,415 Liabilities: Current Liabilities 417,866 460,842 Noncurrent Liabilities: Accrued Post Closure Maintenance Costs 2,833,276 4,154,808 Total Liabilities 3,251,142 4,615,650 Net Assets Invested In Capital Assets 5,707,912 4,132,478 Unrestricted 8,705,791 10,463,287 Total Net Assets 14,413,703$ 14,595,765$ Program Revenues 5,186,729$ 4,770,116$ Expenses 5,668,732 5,597,320 (482,003) (827,204) General Revenues 299,941 210,600 Change in Net Assets (182,062)$ (616,604)$ A copy of BVSWMA's separate audited financial statements may be obtained from the City's Fiscal Services Department. D. Retirement Plan The City has adopted GASB Statement No. 25, Financial Reporting for Defined Benefit Pension Plans and Note Disclosures for Defined Contribution Plans, and GASB Statement No. 27, Accounting for Pensions by State and Local Government Employees. These statements require the following disclosures: Plan Description The City provides pension benefits for all of its full-time employees through a nontraditional, joint contributory, hybrid defined benefit plan in the state-wide Texas Municipal Retirement System ("TMRS"), one of 801 administered by TMRS, an agent multiple-employer public employee retirement system. Benefits depend upon the sum of the employee's contributions to the plan, with interest, and the City-financed monetary credits, with interest. At the date the plan began, the City granted monetary credits for service rendered before the plan began of a theoretical amount equal to Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 63 two times what would have been contributed by the employee, with interest, prior to establishment of the plan. Monetary credits for service since the plan began are 200 percent of the employee's accumulated contributions. In addition, the City can grant as often as annually another type of monetary credit referred to as an updated service credit which is a theoretical amount which, when added to the employee's accumulated contributions and the monetary credits for service since the plan began, would be the total monetary credits and employee contributions accumulated with interest if the current employee contribution rate and City matching percent had always been in existence and if the employee's salary had always been the average of his salary in the last three years that are one year before the effective date. At retirement, the benefit is calculated as if the sum of the employee's accumulated contributions with interest and the employer-financed monetary credits with interest were used to purchase an annuity. The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS and within actuarial constraints also in the statutes. Plan provisions for the City were as follows: Deposit Rate: 7% Matching Ratio (City to Employee): 2 to 1 Members Vested After: 5 years Members can retire at age 60 and above with 5 or more years of service or with 20 years of service regardless of age. A member is vested after 5 years. The plan provisions are adopted by the governing body of the City, within the options available in the state statutes governing TMRS and within the actuarial constraints also in the statutes. Contributions Under the state law governing TMRS, the actuary annually determines the City contribution rate. This rate consists of the normal cost contribution rate and the prior service cost contribution rate, both of which are calculated to be a level percent of payroll from year to year. The normal cost contribution rate finances the currently accruing monetary credits due to the City matching percent, which are the obligation of the City as of an employee’s retirement date, not at the time the employee’s contributions are made. The normal cost contribution rate is the actuarially determined percent of payroll necessary to satisfy the obligation of the City to each employee at the time his/her retirement becomes effective. The prior service contribution rate amortizes the unfunded (overfunded) actuarial liability (asset) over the remainder of the plan’s 25-year amortization period. The unit credit actuarial cost method is used for determining the City contribution rate. Both the employees and the City make contributions monthly. Since the City needs to know its contribution rate in advance for budgetary purposes, there is a one-year delay between the actuarial valuation that is the basis for the rate and the calendar year when the rate goes into effect. (i.e. December 31, 2004 valuation is effective for rates beginning January 2006). Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 64 The following is a schedule of actuarial liabilities and funding progress: Actuarial Valuation Date 12/31/2004 Actuarial Value of Assets 70,336,601$ Actuarial Accrued Liability 87,906,815$ Percentage Funded 80.0% Unfunded (Overfunded) Actuarial Accrued Liability (UAAL) 17,570,214$ Annual Covered Payroll 30,978,906$ UAAL as a Percentage of Covered Payroll 56.7% Net Pension Obligation (NPO) at Beginning of Period -$ Plus Annual Pension Cost: Annual Required Contribution (ARC) 3,814,370 Less Contributions Made 3,814,370 NPO at the End of the Period -$ Actuarial assumptions as of the latest actuarial valuation are as follows: Actuarial Cost Method: Unit Credit Amortization Method: Level Percent of Payroll Remaining Amortization Period: 25 Years--Open Period Asset Valuation Method: Amortized Cost (to accurately reflect the requirements of GASB Statement No. 25, paragraphs 36e and 138) Investment Rate of Return: 7% Projected Salary Increases: None Includes Inflation at: 3.50% Cost-of-Living Adjustments: None Each of the 801 Municipalities have an annual, individual actuarial valuation performed. All assumptions for the 12/31/04 valuations are contained in the 2004 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing to P.O. Box 149153, Austin, Texas 78714-9153. Trend Information Trend information gives an indication of the progress made in accumulating sufficient assets to pay benefits when due. Applicable historical trend information concerning this plan is presented on the next page: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 65 Fiscal Year Annual Required Contributions Net Pension Ending Contribution (ARC) Made Obligation 1996 $1,107,037 $1,107,037 - 1997 $1,299,737 $1,299,737 - 1998 $1,662,022 $1,662,022 - 1999 $1,965,749 $1,965,749 - 2000 $2,154,204 $2,154,204 - 2001 $2,272,217 $2,272,217 - 2002 $2,511,159 $2,511,159 - 2003 $2,694,930 $2,694,930 - 2004 $3,204,948 $3,204,948 - 2005 $3,814,370 $3,814,370 - Unfunded Net Assets Available Accrued Accrued as a Percent of Actuarial Actuarial Actuarial Actuarial Pension Benefit Valuation Date Value of Assets Liability (AAL) Liability (UAAL) Obligation 12/31/1995 $26,004,146 $31,518,807 $5,514,661 83% 12/31/1996 $30,332,645 $36,941,994 $6,609,349 82% 12/31/1997 $34,566,021 $42,100,099 $7,534,078 82% 12/31/1998 $38,759,223 $45,574,205 $6,814,982 85% 12/31/1999 $43,010,803 $49,987,308 $6,976,505 86% 12/31/2000 $47,880,750 $55,811,761 $7,931,011 86% 12/31/2001 $52,927,528 $61,856,550 $8,929,022 86% 12/31/2002 $57,742,291 $68,424,249 $10,681,958 84% 12/31/2003 $63,223,606 $80,476,343 $17,252,737 79% 12/31/2004 $70,336,601 $87,906,815 $17,570,214 80% Annual UAAL as a Actuarial Covered Percentage of Valuation Date Payroll Covered Payroll 12/31/1995 $17,581,968 31% 12/31/1996 $18,001,720 37% 12/31/1997 $17,839,856 42% 12/31/1998 $19,339,128 35% 12/31/1999 $20,803,862 34% 12/31/2000 $23,651,256 34% 12/31/2001 $25,422,558 35% 12/31/2002 $27,784,120 38% 12/31/2003 $28,537,016 61% 12/31/2004 $30,978,906 57% Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 66 Post Retirement/Employment Benefits In addition to providing pension benefits, the City provides certain health care benefits for retired employees as established by City Resolution No. 9-13-90-5.10, which was passed and approved by the City Council on September 13, 1990. According to this resolution, employees who retire while working for the City and their dependents are eligible to remain on the City’s health plan as long as the employee makes monthly premium payments. During fiscal year 2005, fifteen former employees were covered under this arrangement. Prior to the passage of this resolution, employees who reached retirement while working for the City were eligible to remain on the City’s self-insured health plan and have their monthly premiums paid for by the City. During fiscal year 2005, one retiree was covered under this plan; however, claims filed by this retiree were not material. The City also provides health benefits as required by the Federal Government under the Consolidated Omnibus Budget Reconciliation Act of 1985 ("COBRA"). COBRA requires employers that sponsor group health plans to provide continuation of group coverage to employees and their dependents under certain circumstances where coverage would otherwise end. Terminated employees who qualify under COBRA pay premium costs for themselves and dependents. Expenditures are recognized as claims are submitted. COBRA participants are reimbursed at the same levels as active employees. The amount of expenditures related to COBRA claims for the year ended September 30, 2005 was $427,116. The City received a stop-loss payment related to these claims in the amount of $315,459. As of September 30, 2005 the City has 5 COBRA participants. E. Deferred Compensation Plan The City offers its employees a deferred compensation plan created in accordance with Internal Revenue Code ("IRC") 457. The plan, as amended, is available to all employees and permits them to defer a portion of their salary until future years. The plan funds are not available to employees until termination, retirement, death, or emergency. All amounts of compensation deferred under the plan (until paid or made available to the employee or other beneficiary) were placed in trust for the exclusive benefit of the participants and the beneficiaries. This action is in accordance with changes made to IRC Section 457. Since the City is no longer the Plan Administrator or the trustee, the assets of the plan are no longer a reportable fund in the City's basic financial statements. F. Commitments and Contingencies Construction Commitments The City has active construction projects as of September 30, 2005. At year-end, the construction commitments with contractors for specific projects were as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 67 Remaining Project Name Spent to Date Commitment Shenandoah/Spring Creek Substation -$ 566,902$ Rock Prairie Landfill Phase I 2,086,467 128,493 1119 Detroit 41,661 26,119 Water Service Ext. Phase I - 2,052,658 Highway 30/60 Infrastructure Phase II 1,050,216 353,789 Fire Station #5 1,125,089 158,911 Greens Prairie Capacitor Substation Install. - 157,600 Intergenerational Park Additions 137,151 156,817 Playground & Sidewalk at Lincoln Center - 56,570 John Crompton Park Site Development 352,639 194,170 Longmire, Graham to Cypress Meadow 986,914 90,566 Greens Prairie Widening 1,428,542 1,310,903 Green Prairie Road/Arrington Road Align. 469,800 561,397 Wolf Pen Creek Upper Trails System 1,752,866 896,954 Dowling Road Pump Station Chemical Feed Building 29,450 2,756,650 Rehabilitation of Water Wells 4 & 5 91,574 21,426 Well #6 and Line 637,578 659,658 Dominik Street Rehabilitation 790,156 81,682 Hwy 6 Water Impact Fee 18" Water Line 148,017 16,446 Installation of Pavillion over Basketball Court/ Miller Park 119,024 33,826 11,247,144$ 10,281,537$ G. Bonds Available for Sale Authorized general obligation bonds available for future issue are as follows: Year Unissued Authorized Amount Public Buildings 1984 700,000$ Street Improvements 1984 500,000 Street Improvements 2003 16,930,000 Traffic Management 2003 2,450,000 Park Improvements 2003 7,955,000 Municipal Complex Improvements 2003 3,655,000 Fire Station Improvements 2003 1,310,000 Total 33,500,000$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2005 City of College Station, Texas 68 H. Revenue Bond Coverage All the net revenues of the Electric, Water, and Sewer Funds are pledged for the payment of debt service of the revenue bonds and other indebtedness payable from those revenues. Net revenues, as defined by the revenue bond resolutions, include substantially all of the revenues and expenses of the above named funds other than certain interest income and expense, and depreciation and amortization. These bond resolutions further require that the net revenues, as defined, equal at least 1.40 times the average annual debt service on all revenue bonds and other indebtedness payable from those revenues and 1.25 times the maximum annual debt service on all revenue bonds and other indebtedness payable from those revenues. The maximum annual debt service is defined as the maximum principal and interest payments to be paid in any one year remaining in the life of the bonds, and the average annual debt service is defined as the sum of all principal and interest payments due over the remaining life of the bonds divided by the remaining life of the bonds. The City is in compliance with these requirements. CITY OF COLLEGE STATION, TEXAS Schedule of Funding Progress Texas Municipal Retirement System Last Ten Fiscal Years UAAL as a Actuarial Actuarial Percentage Actuarial Value of Accrued Unfunded Funded Covered of Covered Valuation Assets Liability (AAL) AAL (UAAL) Ratio Payroll Payroll Date* (a) (b) (b-a) (a/b) (c) [(b-a)/c] 12/31/1996 $26,004,146 $31,518,807 $5,514,661 82.5% $17,581,968 31.4% 12/31/1997 $30,332,645 $36,941,994 $6,609,349 82.1% $18,001,720 36.7% 12/31/1998 $34,566,021 $42,100,099 $7,534,078 82.1% $17,839,856 42.2% 12/31/1999 $38,759,223 $45,574,205 $6,814,982 85.0% $19,339,128 35.2% 12/31/2000 $43,010,803 $49,987,308 $6,976,505 86.0% $20,803,862 33.5% 12/31/2001 $47,880,750 $55,811,761 $7,931,011 85.8% $23,651,256 33.5% 12/31/2002 $52,927,528 $61,856,550 $8,929,022 85.6% $25,422,558 35.1% 12/31/2003 $57,742,291 $68,424,249 $10,681,958 84.4% $27,784,120 38.4% 12/31/2004 $63,223,606 $80,476,343 $17,252,737 78.6% $28,537,016 60.5% 12/31/2005 $70,336,601 $87,906,815 $17,570,214 80.0% $30,978,906 56.7% *Assets are stated at cost as of December 31 of the preceding year. 69 CITY OF COLLEGE STATION, TEXAS Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) General Fund For the Fiscal Year Ended September 30, 2005 Original Budget Final Budget Actual Variance Over (Under) Revenues Taxes 23,733,833$ 23,733,833$ 23,884,418$ 150,585$ Licenses and Permits 1,038,000 1,038,000 1,025,013 (12,987) Intergovernmental 500,649 594,826 590,077 (4,749) Charges for Services 2,483,245 2,483,245 2,480,786 (2,459) Fines, Forfeits and Penalties 3,555,902 3,555,902 3,518,915 (36,987) Investment Income 266,970 266,970 357,436 90,466 Rents and Royalties 248,300 248,300 243,832 (4,468) Contributions 9,700 12,200 37,082 24,882 Reimbursed Expenditures 8,700 62,208 57,922 (4,286) Other 200,300 200,300 207,736 7,436 Total Revenues 32,045,599 32,195,784 32,403,217 207,433 Expenditures Current General Government 3,715,290 4,044,947 4,030,494 (14,453) Fiscal Services 3,138,656 3,093,020 2,985,628 (107,392) Police 10,579,593 10,659,834 10,691,649 31,815 Fire 8,070,035 8,105,713 7,885,184 (220,529) Development Services 2,113,752 2,103,701 1,959,574 (144,127) Public Works 6,661,229 6,771,329 6,322,882 (448,447) Economic and Community Development 0 13,440 11,281 (2,159) Parks and Recreation 6,901,883 6,976,383 6,771,144 (205,239) Office of Technology and Information Services 2,567,458 2,574,122 2,486,659 (87,463) Library 723,346 723,346 694,445 (28,901) Nondepartmental Reimbursed Administrative (6,125,167) (6,125,167) (6,000,650) 124,517 Contributions 1,085,644 1,064,644 576,444 (488,200) Other 334,258 61,989 61,616 (373) Capital Outlay 1,399,679 1,463,640 796,248 (667,392) Total Expenditures 41,165,656 41,530,941 39,272,598 (2,258,343) Deficiency of Revenues Under Expenditures (9,120,057) (9,335,157) (6,869,381) 2,465,776 Other Financing Sources (Uses) Sale of Capital Assets 20,600 20,600 12,182 (8,418) Transfers In 7,420,800 7,420,800 7,444,644 23,844 Transfers Out (693,470) (793,470) (727,470) 66,000 Total Other Financing Sources 6,747,930 6,647,930 6,729,356 81,426 Net Change in Fund Balances (2,372,127) (2,687,227) (140,025) 2,547,202 Fund Balances, October 1 10,702,952 10,702,952 10,702,952 0 Fund Balances, September 30 8,330,825$ 8,015,725$ 10,562,927$ 2,547,202$ 70 CITY OF COLLEGE STATION, TEXAS Adjustments to General Fund Revenues and Expenditures To Reconcile From Budget Basis to GAAP Basis For the Fiscal Year Ended September 30, 2005 Net change in fund balances - Budget Basis (140,025)$ Revenues Market Adjustment for Investments (99,391) Other 5,055 Expenditures Bad Debt Expense (190,672) Payroll Accrual, net (334,218) Capitalize/Reclass Assets 257,133 Reclass Expense (37,010) Other 6,701 Net change in fund balances - GAAP Basis (532,427)$ 71 72 73 COMBINING FINANCIAL STATEMENTS NONMAJOR GOVERNMENTAL FUNDS SPECIAL REVENUE FUNDS Special revenue funds are used to account for specific revenues that are legally restricted to expenditures for particular purposes. Community Development - to account for funds granted to the City by the Federal Department of Housing and Urban Development for use on various community improvement projects. Convention Center - to account for the receipt and expenditure of funds received by the City in the operation and maintenance of a convention center. Revenues associated with this fund are derived from the hotel and motel occupancy tax and convention center rentals. Hotel/Motel Tax - to account for the receipt and expenditure of funds received by the City from the assessment of hotel and motel occupancy tax. Usage of funds is restricted to the construction and maintenance of convention and civic facilities and to the promotion of tourism and arts within the City. Parks Escrow - to account for the receipt and expenditure of funds received by the City from residential land developers, who dedicate land, or money in lieu of land, for use in the development of neighborhood parks in residential areas. Wolf Pen Creek Tax Increment Financing District - to account for the receipt and expenditure of funds received by the City from the creation of a tax increment financing district for the Wolf Pen Creek area. CAPITAL PROJECTS FUNDS Capital Projects Funds are used to account for the acquisition and construction of major capital improvements other than those financed by proprietary funds and trust funds. Business Park - to account for the cost of street, water, and sewer improvements at the College Station Business Park. Drainage Projects - to account for the cost of drainage improvements made with funds provided by a drainage utility fee and proceeds from the sale of general obligation bonds. General Government Projects - to account for the cost of new building construction and building improvements made with funds provided by proceeds from the sale of general obligation bonds. Parks Projects - to account for the costs of new parks and improvements to existing parks made with funds provided from the sale of general obligation bonds. PERMANENT FUNDS Permanent Funds are used to report resources that are legally restricted to the extent that only earnings, not principal, may be used for purposes that support the City's programs. Cemetery Perpetual Care Fund - to account for principal trust amounts received and related interest income for the College Station cemetery. CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds As of September 30, 2005 Special Revenue Funds Capital Projects Funds Permanent Funds Total Current Assets Equity in Cash and Cash Equivalents 3,170,736$ 5,863,559$ 354,521$ 9,388,816$ Equity in Investments 6,639,426 12,408,670 750,250 19,798,346 Receivables Accrued Interest 40,193 93,701 5,174 139,068 Grants 289,678 0 0 289,678 Accounts 57,293 133,038 3,147 193,478 Less Allowance for Uncollectible Accounts (57,293) (17,400) (2,301) (76,994) Inventories 0 0 2,373 2,373 Total Assets 10,140,033$ 18,481,568$ 1,113,164$ 29,734,765$ Liabilities and Fund Balances Liabilities Accounts Payable 405,726$ 556,826$ 131$ 962,683$ Retainage Payable 159,137 131,153 0 290,290 Interfund Payable 200,000 0 0 200,000 Accrued Liabilities 0 41,539 0 41,539 Total Liabilities 764,863 729,518 131 1,494,512 Fund Balances Reserved Reserved for Encumbrances 3,130,945 1,886,657 0 5,017,602 Reserved for Capital Projects 0 15,865,393 0 15,865,393 Reserved for Perpetual Care 0 0 1,113,033 1,113,033 Unreserved Undesignated 6,244,225 0 0 6,244,225 Total Fund Balances 9,375,170 17,752,050 1,113,033 28,240,253 Total Liabilities and Fund Balances 10,140,033$ 18,481,568$ 1,113,164$ 29,734,765$ 74 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds - Special Revenue Funds As of September 30, 2005 Community Development Convention Center Hotel/Motel Parks Escrow Wolf Pen Creek Tax Increment Financing District Total Current Assets Equity in Cash and Cash Equivalents 251,083$ 302,541$ 1,092,849$ 438,090$ 1,086,173$ 3,170,736$ Equity in Investments 531,351 640,248 2,312,725 856,504 2,298,598 6,639,426 Receivables Accrued Interest 0 85 15,993 5,674 18,441 40,193 Grants 289,678 0 0 0 0 289,678 Accounts 0 0 57,293 0 0 57,293 Less Allowance for Uncollectible Accounts 0 0 (57,293) 0 0 (57,293) Total Assets 1,072,112$ 942,874$ 3,421,567$ 1,300,268$ 3,403,212$ 10,140,033$ Liabilities and Fund Balances Liabilities Accounts Payable 79,164$ 7,571$ 25,636$ 106,368$ 186,987$ 405,726$ Retainage Payable 5,019 55,275 0 28,499 70,344 159,137 Interfund Payable 0 0 200,000 0 0 200,000 Total Liabilities 84,183 62,846 225,636 134,867 257,331 764,863 Fund Balances Reserved for Encumbrances 957,546 680,828 1,015,649 79,649 397,273 3,130,945 Unreserved Undesignated 30,383 199,200 2,180,282 1,085,752 2,748,608 6,244,225 Total Fund Balances 987,929 880,028 3,195,931 1,165,401 3,145,881 9,375,170 Total Liabilities and Fund Balances 1,072,112$ 942,874$ 3,421,567$ 1,300,268$ 3,403,212$ 10,140,033$ 75 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds - Capital Projects Funds As of September 30, 2005 Business Park Drainage Projects General Government Projects Parks Projects Total Current Assets Equity in Cash and Cash Equivalents 572,175$ 2,160,284$ 2,751,948$ 379,152$ 5,863,559$ Equity in Investments 1,210,856 4,571,670 5,823,770 802,374 12,408,670 Receivables Accrued Interest 14,868 33,341 35,973 9,519 93,701 Accounts 0 133,038 0 0 133,038 Less Allowance for Uncollectible Accounts 0 (17,400) 0 0 (17,400) Total Assets 1,797,899$ 6,880,933$ 8,611,691$ 1,191,045$ 18,481,568$ Liabilities and Fund Balances Liabilities Accounts Payable 337$ 201,773$ 262,007$ 92,709$ 556,826$ Retainage Payable 0 35,299 61,209 34,645 131,153 Accrued Liabilities 0 15,566 5,290 20,683 41,539 Total Liabilities 337 252,638 328,506 148,037 729,518 Fund Balances Reserved Reserved for Encumbrances 105,296 386,027 1,037,326 358,008 1,886,657 Reserved for Capital Projects 1,692,266 6,242,268 7,245,859 685,000 15,865,393 Total Fund Balances 1,797,562 6,628,295 8,283,185 1,043,008 17,752,050 Total Liabilities and Fund Balances 1,797,899$ 6,880,933$ 8,611,691$ 1,191,045$ 18,481,568$ 76 CITY OF COLLEGE STATION, TEXAS Balance Sheet Nonmajor Governmental Fund - Permanent Fund Cemetery Perpetual Care Fund As of September 30, 2005 Current Assets Equity in Cash and Cash Equivalents 354,521$ Equity in Investments 750,250 Receivables Accrued Interest 5,174 Accounts 3,147 Allowance for Uncollectible Accounts (2,301) Inventories 2,373 Total Assets 1,113,164$ Liabilities and Fund Balances Liabilities Accounts Payable 131$ Total Liabilities 131 Fund Balances Reserved Reserved for Perpetual Care 1,113,033 Total Fund Balances 1,113,033 Total Liabilities and Fund Balances 1,113,164$ 77 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Governmental Funds For the Fiscal Year Ended September 30, 2005 Special Revenue Funds Capital Projects Funds Permanent Funds Total Revenues Taxes 3,007,196$ 0$ 0$ 3,007,196$ Charges for Services 0 49,726 104,176 153,902 Intergovernmental 1,913,833 0 0 1,913,833 Special Assessment 0 1,110,461 0 1,110,461 Fines, Forfeits and Penalties 27 0 0 27 Investment Income 199,938 328,758 19,665 548,361 Loan Repayments 2,541 0 0 2,541 Contributions 0 0 100 100 Other 330,237 282 0 330,519 Total Revenues 5,453,772 1,489,227 123,941 7,066,940 Expenditures Current General Government 71,027 41,295 0 112,322 Fiscal Services 0 6,268 0 6,268 Parks 128 0 0 128 Public Works 0 16,994 0 16,994 Community Development Block Grant 275,775 0 0 275,775 Home Grant 439,243 0 0 439,243 Reimbursed Administrative 985,547 1,061,235 0 2,046,782 Contributions 1,300,000 0 0 1,300,000 Other 14,960 23,146 1,602 39,708 Capital Outlay 3,514,178 5,448,147 0 8,962,325 Debt Issuance Costs 21,052 57,533 0 78,585 Total Expenditures 6,621,910 6,654,618 1,602 13,278,130 Excess (Deficiency) of Revenues Over (Under) Expenditures (1,168,138) (5,165,391) 122,339 (6,211,190) Other Financing Sources (Uses) Proceeds from Long-Term Debt Issuance 1,881,052 5,867,419 0 7,748,471 Transfers In 1,200,000 834,990 0 2,034,990 Transfers Out (1,040,623) (1,200,000) 0 (2,240,623) Total Other Financing Sources 2,040,429 5,502,409 0 7,542,838 Net Change in Fund Balances 872,291 337,018 122,339 1,331,648 Fund Balances, October 1 8,502,879 17,415,032 990,694 26,908,605 Fund Balances, September 30 9,375,170$ 17,752,050$ 1,113,033$ 28,240,253$ 78 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Governmental Funds - Special Revenue Funds For the Fiscal Year Ended September 30, 2005 Community Development Convention Center Hotel/Motel Tax Parks Escrow Wolf Pen Creek Tax Increment Financing District Total Revenues Taxes 0$ 0$ 2,306,928$ 0$ 700,268$ 3,007,196$ Intergovernmental 1,913,833 0 0 0 0 1,913,833 Fines, Forfeits and Penalties 0 0 27 0 0 27 Investment Income 0 10,090 60,653 81,295 47,900 199,938 Loan Repayments 2,541 0 0 0 0 2,541 Other 30,327 0 44,771 255,139 0 330,237 Total Revenues 1,946,701 10,090 2,412,379 336,434 748,168 5,453,772 Expenditures Current General Government 0 0 71,027 0 0 71,027 Parks 0 0 0 0 128 128 Community Development Block Grant 275,775 0 0 0 0 275,775 Home Grant 439,243 0 0 0 0 439,243 Reimbursed Administrative 622,022 0 353,525 10,000 0 985,547 Contributions 0 0 1,300,000 0 0 1,300,000 Other 0 0 14,960 0 0 14,960 Capital Outlay 0 1,164,052 0 828,662 1,521,464 3,514,178 Debt Issuance Costs 0 0 0 0 21,052 21,052 Total Expenditures 1,337,040 1,164,052 1,739,512 838,662 1,542,644 6,621,910 Excess (Deficiency) of Revenues Over (Under) Expenditures 609,661 (1,153,962) 672,867 (502,228) (794,476) (1,168,138) Other Financing Sources (Uses) Proceeds from Long-Term Debt Issuance 0 0 0 0 1,881,052 1,881,052 Transfers In 0 1,200,000 0 0 0 1,200,000 Transfers Out (604,098) 0 0 0 (436,525) (1,040,623) Total Other Financing Sources (Uses) (604,098) 1,200,000 0 0 1,444,527 2,040,429 Net Change in Fund Balances 5,563 46,038 672,867 (502,228) 650,051 872,291 Fund Balances, October 1 982,366 833,990 2,523,064 1,667,629 2,495,830 8,502,879 Fund Balances, September 30 987,929$ 880,028$ 3,195,931$ 1,165,401$ 3,145,881$ 9,375,170$ 79 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Governmental Funds - Capital Projects Funds For the Fiscal Year Ended September 30, 2005 Business Park Drainage Projects General Government Projects Parks Projects Total Revenues Charges for Services 0$ 0$ 0$ 49,726$ 49,726$ Special Assessment 0 1,110,461 0 0 1,110,461 Investment Income 52,530 135,261 121,359 19,608 328,758 Other 0 282 0 0 282 Total Revenues 52,530 1,246,004 121,359 69,334 1,489,227 Expenditures Current General Government 0 15,566 5,290 20,439 41,295 Fiscal Services 0 0 5,346 922 6,268 Public Works 0 16,994 0 0 16,994 Reimbursed Administrative 29,200 819,478 202,557 10,000 1,061,235 Other 0 6,323 16,823 0 23,146 Capital Outlay 369,161 1,471,515 1,893,694 1,713,777 5,448,147 Debt Issuance Costs 5,659 0 34,455 17,419 57,533 Total Expenditures 404,020 2,329,876 2,158,165 1,762,557 6,654,618 Deficiency of Revenues Under Expenditures (351,490) (1,083,872) (2,036,806) (1,693,223) (5,165,391) Other Financing Sources (Uses) Proceeds from Long-Term Debt Issuance 505,659 0 3,519,386 1,842,374 5,867,419 Transfers In 0 0 327,470 507,520 834,990 Transfers Out (1,200,000) 0 0 0 (1,200,000) Total Other Financing Sources (Uses) (694,341) 0 3,846,856 2,349,894 5,502,409 Net Change in Fund Balances (1,045,831) (1,083,872) 1,810,050 656,671 337,018 Fund Balances, October 1 2,843,393 7,712,168 6,473,135 386,336 17,415,032 Fund Balances, September 30 1,797,562$ 6,628,296$ 8,283,185$ 1,043,007$ 17,752,050$ 80 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenditures, and Changes in Fund Balances Nonmajor Governmental Fund - Permanent Fund Cemetery Perpetual Care Fund For the Fiscal Year Ended September 30, 2005 Revenues Sale of Cemetery Lots 104,176$ Investment Income 19,665 Contributions 100 Total Revenues 123,941 Expenditures Other 1,602 Total Expenditures 1,602 Net Change in Fund Balances 122,339 Fund Balances, October 1 990,694 Fund Balances, September 30 1,113,033$ 81 CITY OF COLLEGE STATION, TEXAS Debt Service Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 9,011,900$ 9,011,900$ 8,722,315$ (289,585)$ Investment Income 50,000 50,000 95,461 45,461 Accrued Bond Interest 0 0 40,895 40,895 Total Revenues 9,061,900 9,061,900 8,858,671 (203,229) Expenditures Debt Service Principal Payments 6,190,000 6,190,000 6,190,000 0 Interest Payments 3,876,975 3,876,975 3,885,075 8,100 Fiscal Charges 0 0 13,871 13,871 Debt Issuance Cost 13,000 13,000 0 (13,000) Total Expenditures 10,079,975 10,079,975 10,088,946 8,971 Deficiency of Revenues Under Expenditures (1,018,075) (1,018,075) (1,230,275) (212,200) Other Financing Sources Transfers In 1,523,571 1,523,571 1,523,571 0 Total Other Financing Sources 1,523,571 1,523,571 1,523,571 0 Net Change in Fund Balances 505,496 505,496 293,296 (212,200) Fund Balances, October 1 2,538,713 2,538,713 2,538,713 0 Fund Balances, September 30 3,044,209$ 3,044,209$ 2,832,009$ (212,200)$ 82 CITY OF COLLEGE STATION, TEXAS Adjustments to Debt Service Fund Revenues To Reconcile From Budget Basis to GAAP Basis Debt Service Fund For the Fiscal Year Ended September 30, 2005 Change in Fund Balances - Budget Basis 293,296$ Revenues Market Adjustment for Investments (13,922) Change in Fund Balances - GAAP Basis 279,374$ 83 CITY OF COLLEGE STATION, TEXAS Community Development Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Intergovernmental Community Development Block Grant 2,588,190$ 2,588,190$ 1,324,150$ (1,264,040)$ Home Grant 1,631,117 1,631,117 589,683 (1,041,434) Loan Repayments 0 0 2,493 2,493 Interest on Loans 0 0 48 48 Other 260,394 260,394 30,327 (230,067) Total Revenues 4,479,701 4,479,701 1,946,701 (2,533,000) Expenditures Community Development Block Grant 2,588,190 2,588,190 275,775 (2,312,415) Home Grant 1,631,117 1,631,117 439,243 (1,191,874) Reimbursed Administrative 0 0 622,022 622,022 Affordable Housing 240,394 240,394 0 (240,394) Total Expenditures 4,459,701 4,459,701 1,337,040 (3,122,661) Excess of Revenues Over Expenditures 20,000 20,000 609,661 589,661 Other Financing Uses Transfers Out 0 0 (604,098) (604,098) Total Other Financing Uses 0 0 (604,098) (604,098) Change in Fund Balances 20,000 20,000 5,563 (14,437) Fund Balances, October 1 982,366 982,366 982,366 0 Fund Balances, September 30 1,002,366$ 1,002,366$ 987,929$ (14,437)$ See reconciliation to GAAP basis on page 89. 84 CITY OF COLLEGE STATION, TEXAS Convention Center Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 18,000$ 18,000$ 10,232$ (7,768)$ Total Revenues 18,000 18,000 10,232 (7,768) Expenditures Capital Outlay 1,200,000 1,200,000 1,147,686 (52,314) Total Expenditures 1,200,000 1,200,000 1,147,686 (52,314) Deficiency of Revenues Under Expenditures (1,182,000) (1,182,000) (1,137,454) 44,546 Other Financing Sources Transfers In 1,200,000 1,200,000 1,200,000 0 Total Other Financing Sources 1,200,000 1,200,000 1,200,000 0 Change in Fund Balances 18,000 18,000 62,546 44,546 Fund Balances, October 1 833,990 833,990 833,990 0 Fund Balances, September 30 851,990$ 851,990$ 896,536$ 44,546$ See reconciliation to GAAP basis on page 89. 85 CITY OF COLLEGE STATION, TEXAS Hotel/Motel Tax Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes $2,272,000 2,272,000$ 2,306,928$ 34,928$ Charges for Services 9,500 9,500 0 (9,500) Fines, Forfeits and Penalties 0 0 27 27 Investment Income 45,000 45,000 87,644 42,644 Other 500 500 44,771 44,271 Total Revenues 2,327,000 2,327,000 2,439,370 112,370 Expenditures Current Development Services 25,000 25,000 59,511 34,511 Public Relations 6,200 6,200 7,804 1,604 General Government 600,000 600,000 3,712 (596,288) Reimbursed Administrative 278,000 278,000 353,525 75,525 Contributions 1,300,000 1,300,000 1,300,000 0 Other 50,000 50,000 14,960 (35,040) Contingency 40,000 40,000 0 (40,000) Total Expenditures 2,299,200 2,299,200 1,739,512 (559,688) Excess of Revenues Over Expenditures 27,800 27,800 699,858 672,058 Other Financing Uses Transfers Out (600,000) (600,000) 0 600,000 Total Other Financing Uses (600,000) (600,000) 0 600,000 Change in Fund Balances (572,200) (572,200) 699,858 1,272,058 Fund Balances, October 1 2,523,064 2,523,064 2,523,064 0 Fund Balances, September 30 1,950,864$ 1,950,864$ 3,222,922$ 1,272,058$ See reconciliation to GAAP basis on page 89. 86 CITY OF COLLEGE STATION, TEXAS Parks Escrow Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 30,000$ 30,000$ 90,872$ 60,872$ Other 50,000 50,000 255,139 205,139 Total Revenues 80,000 80,000 346,011 266,011 Expenditures Current Reimbursed Administrative 5,000 5,000 10,000 5,000 Capital Outlay 668,000 668,000 828,662 160,662 Total Expenditures 673,000 673,000 838,662 165,662 Change in Fund Balances (593,000) (593,000) (492,651) 100,349 Fund Balances, October 1 1,667,629 1,667,629 1,667,629 0 Fund Balances, September 30 1,074,629$ 1,074,629$ 1,174,978$ 100,349$ See reconciliation to GAAP basis on page 89. 87 CITY OF COLLEGE STATION, TEXAS Wolf Pen Creek Tax Increment Financing District Fund Schedules of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 731,350$ 731,350$ 700,268$ (31,082)$ Investment Income 40,000 40,000 79,020 39,020 Total Revenues 771,350 771,350 779,288 7,938 Expenditures Current Parks and Recreation 700 700 128 (572) Debt Issuance Costs 0 0 21,052 21,052 Capital Outlay 2,882,500 2,882,500 1,500,906 (1,381,594) Total Expenditures 2,883,200 2,883,200 1,522,086 (1,361,114) Deficiency of Revenues Under Expenditures (2,111,850) (2,111,850) (742,798) 1,369,052 Other Financing Sources (Uses) Proceeds from Long-Term Debt Issuance 1,860,000 1,860,000 1,881,052 21,052 Transfers Out (436,525) (436,525) (436,525) 0 Total Other Financing Sources 1,423,475 1,423,475 1,444,527 21,052 Change in Fund Balances (688,375) (688,375) 701,729 1,390,104 Fund Balances, October 1 2,495,830 2,495,830 2,495,830 0 Fund Balances, September 30 1,807,455$ 1,807,455$ 3,197,559$ 1,390,104$ See reconciliation to GAAP basis on page 89. 88 CITY OF COLLEGE STATION, TEXAS Adjustments to Special Revenue Fund Revenues and Expenditures to Reconcile from Budget Basis to GAAP Basis For the Fiscal Year Ended September 30, 2005 Community Development Convention Center Hotel/Motel Tax Parks Escrow Wolf Pen Creek Tax Increment Financing District Change in Fund Balances - Budget Basis 5,563$ 62,546$ 699,858$ (492,651)$ 701,729$ Revenues: Market Adjustment for Investments 0 (142) (26,991) (9,577) (31,120) Expenditures: Reclass Expense 0 (16,366) 0 0 (20,558) Change in Fund Balances - GAAP Basis 5,563$ 46,038$ 672,867$ (502,228)$ 650,051$ 89 CITY OF COLLEGE STATION, TEXAS Business Park Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 70,000$ 70,000$ 77,622$ 7,622$ Total Revenues 70,000 70,000 77,622 7,622 Expenditures Current Reimbursed Administrative 29,200 29,200 29,200 0 Capital Outlay 220,000 220,000 362,803 142,803 Debt Issuance Cost 0 0 5,659 5,659 Total Expenditures 249,200 249,200 397,662 148,462 Deficiency of Revenues Under Expenditures (179,200) (179,200) (320,040) (140,840) Other Financing Sources (Uses) Proceeds from Long-Term Debt Issuance 3,150,000 3,150,000 505,659 (2,644,341) Transfers Out 0 (1,200,000) (1,200,000) 0 Total Other Financing Sources (Uses) 3,150,000 1,950,000 (694,341) (2,644,341) Change in Fund Balances 2,970,800 1,770,800 (1,014,381) (2,785,181) Fund Balances, October 1 2,843,393 2,843,393 2,843,393 0 Fund Balances, September 30 5,814,193$ 4,614,193$ 1,829,012$ (2,785,181)$ See reconciliation to GAAP basis on page 95. 90 CITY OF COLLEGE STATION, TEXAS Drainage Projects Fund Schedules of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Special Assessment 1,093,900$ 1,093,900$ 1,111,410$ 17,510$ Investment Income 125,000 125,000 191,529 66,529 Total Revenues 1,218,900 1,218,900 1,302,939 84,039 Expenditures Current Purchased Professional Services 0 0 16,994 16,994 Reimbursed Administrative 890,082 710,503 819,478 108,975 Debt Issuance Costs 2,500 2,500 0 (2,500) Capital Outlay 2,112,057 2,112,057 1,459,564 (652,493) Total Expenditures 3,004,639 2,825,060 2,296,036 (529,024) Deficiency of Revenues Under Expenditures (1,785,739) (1,606,160) (993,097) 613,063 Other Financing Sources (Uses) Transfers Out 0 (65,000) 0 65,000 Other 0 0 282 282 Total Other Financing Sources (Uses) 0 (65,000) 282 65,282 Change in Fund Balances (1,785,739) (1,671,160) (992,815) 678,345 Fund Balances, October 1 7,712,168 7,712,168 7,712,168 0 Fund Balances, September 30 5,926,429$ 6,041,008$ 6,719,353$ 678,345$ See reconciliation to GAAP basis on page 95. 91 CITY OF COLLEGE STATION, TEXAS General Government Projects Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 90,000$ 90,000$ 182,068$ 92,068$ Total Revenues 90,000 90,000 182,068 92,068 Expenditures Current Fiscal Services 0 0 5,346 5,346 Reimbursed Administrative 202,557 202,557 202,557 0 Other 0 0 16,823 16,823 Capital Outlay 6,334,470 6,424,470 1,870,140 (4,554,330) Debt Issuance Costs 17,000 17,000 34,455 17,455 Total Expenditures 6,554,027 6,644,027 2,129,321 (4,514,706) Deficiency of Revenues Under Expenditures (6,464,027) (6,554,027) (1,947,253) 4,606,774 Other Financing Sources Proceeds from Long-Term Debt Issuance 2,885,000 2,885,000 3,519,386 634,386 Transfers In 829,470 592,470 327,470 (265,000) Total Other Financing Sources 3,714,470 3,477,470 3,846,856 369,386 Change in Fund Balances (2,749,557) (3,076,557) 1,899,603 4,976,160 Fund Balances, October 1 6,473,135 6,473,135 6,473,135 0 Fund Balances, September 30 3,723,578$ 3,396,578$ 8,372,738$ 4,976,160$ See reconciliation to GAAP basis on page 95. 92 CITY OF COLLEGE STATION, TEXAS Parks Projects Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Buget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Charges for Services 68,300$ 68,300$ 49,726$ (18,574)$ Investment Income 7,000 7,000 35,672 28,672 Total Revenues 75,300 75,300 85,398 10,098 Expenditures Current Reimbursed Administrative 10,000 10,000 10,000 0 Other 0 0 922 922 Capital Outlay 2,203,000 2,203,000 1,713,262 (489,738) Debt Issuance Costs 0 0 17,419 17,419 Total Expenditures 2,213,000 2,213,000 1,741,603 (471,397) Deficiency of Revenues Under Expenditures (2,137,700) (2,137,700) (1,656,205) 481,495 Other Financing Sources Proceeds from Long-Term Debt Issuance 1,775,000 1,775,000 1,842,374 67,374 Transfers In 370,000 370,000 507,520 137,520 Total Other Financing Sources 2,145,000 2,145,000 2,349,894 204,894 Change in Fund Balances 7,300 7,300 693,689 686,389 Fund Balances, October 1 386,336 386,336 386,336 0 Fund Balances, September 30 393,636$ 393,636$ 1,080,025$ 686,389$ See reconciliation to GAAP basis on page 95. 93 CITY OF COLLEGE STATION, TEXAS Streets Projects Funds Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual (Budgetary Basis) For the Fiscal Year Ended September 30, 2005 Original Budget Revised Budget Actual Variance Over (Under) Revenues Intergovernmental 580,000$ 580,000$ 88,400$ (491,600)$ Investment Income 300,000 300,000 492,696 192,696 Other 0 0 35,236 35,236 Total Revenues 880,000 880,000 616,332 (263,668) Expenditures Current Purchased Professional Services 264,000 264,000 233,260 (30,740) Reimbursed Administrative 519,549 519,549 519,549 0 Capital Outlay 5,490,624 5,490,624 5,373,320 (117,304) Debt Issuance Costs 30,000 30,000 39,676 9,676 Total Expenditures 6,304,173 6,304,173 6,165,805 (138,368) Deficiency of Revenues Under Expenditures (5,424,173) (5,424,173) (5,549,473) (125,300) Other Financing Sources Proceeds from Long-Term Debt Issuance 4,700,000 4,700,000 4,739,489 39,489 Transfers In 652,624 652,624 472,814 (179,810) Total Other Financing Sources 5,352,624 5,352,624 5,212,303 (140,321) Change in Fund Balances (71,549) (71,549) (337,170) (265,621) Fund Balances, October 1 19,160,316 19,160,316 19,160,316 0 Fund Balances, September 30 19,088,767$ 19,088,767$ 18,823,146$ (265,621)$ See reconciliation to GAAP basis on page 95. 94 CITY OF COLLEGE STATION, TEXAS Adjustments to Capital Projects Fund Revenues and Expenditures to Reconcile from Budget Basis to GAAP Basis For the Fiscal Year Ended September 30, 2005 Business Park Drainage Projects General Government Projects Parks Projects Streets Projects Change in Fund Balances - Budget Basis (1,014,381)$ (992,815)$ 1,899,603$ 693,689$ (337,170)$ Revenues: Market Adjustment for Investments (25,092) (56,268) (60,709) (16,064) (152,338) Reclass Revenue 0 (949) 0 0 0 Expenditures: Bad Debt Expense 0 (6,323) 0 0 0 Reclass Expense (6,358) (11,951) (23,554) (515) (401,107) Arbitrage Expense 0 (15,566) (5,290) (20,439) (84,705) Change in Fund Balances - GAAP Basis (1,045,831)$ (1,083,872)$ 1,810,050$ 656,671$ (975,320)$ 95 96 97 COMBINING FINANCIAL STATEMENTS NONMAJOR ENTERPRISE FUNDS Sanitation - to account for all sanitation collection and disposal activities by the City for both residential and commercial customers. Northgate Parking Garage - to account for revenues and expenses related to the operation and maintenance of the Northgate parking garage and parking lot. CITY OF COLLEGE STATION, TEXAS Combining Statement of Net Assets Nonmajor Enterprise Funds As of September 30, 2005 Sanitation Northgate Parking Garage Total Current Assets Equity in Cash and Cash Equivalents 147,353$ 232,954$ 380,307$ Equity in Investments 311,834 492,986 804,820 Receivables Accrued Interest 2,283 4,422 6,705 Accounts 649,119 9,283 658,402 Notes 12,522 0 12,522 Less Allowance for Uncollectible Accounts (74,330) (197) (74,527) Inventories 9,243 0 9,243 Total Current Assets 1,058,024 739,448 1,797,472 Equity in Joint Venture 7,206,852 0 7,206,852 Property and Equipment Buildings 0 5,723,063 5,723,063 Machinery and Equipment 1,149,026 128,303 1,277,329 Accumulated Depreciation (1,120,024) (668,788) (1,788,812) Land 0 709,650 709,650 Total Property and Equipment 29,002 5,892,228 5,921,230 Total Assets 8,293,878 6,631,676 14,925,554 Liabilities Current Liabilities Accounts Payable 54,171 7,599 61,770 Accrued Liabilities 99,460 11,064 110,524 Other Deferred Revenues 0 53,746 53,746 Total Current Liabilities 153,631 72,409 226,040 Current Liabilities Payable from Restricted Assets Refundable Deposits 0 7,599 7,599 Total Current Liabilities Payable from Restricted Assets 0 7,599 7,599 Noncurrent Liabilities Accrued Vacation 31,836 2,160 33,996 Total Noncurrent Liabilities 31,836 2,160 33,996 Total Liabilities 185,467 82,168 267,635 Net Assets Invested in Capital Assets, net of related debt 29,002 5,892,228 5,921,230 Unrestricted 8,079,409 657,280 8,736,689 Net Assets 8,108,411$ 6,549,508$ 14,657,919$ 98 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets Nonmajor Enterprise Funds For the Fiscal Year Ended September 30, 2005 Sanitation Northgate Parking Garage Total Operating Revenues Garbage Collection Fees 5,095,630$ 0$ 5,095,630$ Charges for Services 0 474,700 474,700 Other 54,899 0 54,899 Total Operating Revenues 5,150,529 474,700 5,625,229 Operating Expenses Salaries and Benefits 1,515,933 225,675 1,741,608 Supplies 237,081 16,762 253,843 Maintenance 531,080 20,575 551,655 Purchased Professional Services 268,533 95,113 363,646 Purchased Property Services 1,298,698 40,629 1,339,327 Other Purchased Services 584,834 6,539 591,373 Reimbursed Administrative 472,354 23,354 495,708 Depreciation 11,353 166,702 178,055 Other 27,674 350 28,024 Total Operating Expenses 4,947,540 595,699 5,543,239 Operating Income (Loss) 202,989 (120,999) 81,990 Nonoperating Revenues (Expenses) Investment Income 10,898 16,280 27,178 Reimbursed Expenses 675 100 775 Earnings in Joint Venture (91,031) 0 (91,031) Other, Net (36,554) 5,827 (30,727) Total Nonoperating Revenues (Expenses) (116,012) 22,207 (93,805) Income (Loss) Before Transfers 86,977 (98,792) (11,815) Transfers Transfers Out (401,359) (200,095) (601,454) Total Transfers (401,359) (200,095) (601,454) Change in Net Assets (314,382) (298,887) (613,269) Beginning Net Assets 8,422,793 6,848,395 15,271,188 Ending Net Assets 8,108,411$ 6,549,508$ 14,657,919$ 99 CITY OF COLLEGE STATION, TEXAS Combining Statement of Cash Flows Nonmajor Enterprise Funds For the Fiscal Year Ended September 30, 2005 Northgate Parking Sanitation Garage Total Cash Flows from Operating Activities: Cash Received from Customers 5,083,331$ 526,132$ 5,609,463$ Cash Payments to Suppliers for Goods and Services (3,417,496) (201,872) (3,619,368) Cash Payments to Employees for Services (1,523,234) (223,794) (1,747,028) Customer Deposits Received 0 4,354 4,354 Cash Received for Reimbursed Expenses 0 100 100 Cash Received for Miscellaneous Revenues 0 5,827 5,827 Cash Paid for Miscellaneous Expenses (36,821) 0 (36,821) Net Cash Provided by Operating Activities 105,780 110,747 216,527 Cash Flows from Noncapital Financing Activities: Transfers Out to Other Funds (401,359) (200,095) (601,454) Net Cash Used by Noncapital Financing Activities (401,359) (200,095) (601,454) Cash Flows from Investing Activities: Purchase of Investments (832,805) (1,248,473) (2,081,278) Proceeds from Sale and Maturities of Investment Securities 1,092,980 1,371,869 2,464,849 Investment Income 13,053 16,037 29,090 Net Cash Provided by Investing Activities 273,228 139,433 412,661 Net Increase (Decrease) in Cash and Cash Equivalents (22,351) 50,085 27,734 Cash and Cash Equivalents, Oct. 1 169,704 182,869 352,573 Cash and Cash Equivalents, Sept. 30 147,353$ 232,954$ 380,307$ Reconciliation of Operating Income (Loss) to Net Cash Provided by Operating Activities: Operating Income (Loss) 202,989$ (120,999)$ 81,990$ Adjustment to Reconcile Operating Income (Loss) to Net Cash Provided by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 11,353 166,702 178,055 Provision for Uncollectible Accounts 23,009 (35) 22,974 Miscellaneous Nonoperating Revenues 0 5,927 5,927 Miscellaneous Nonoperating Expenses (36,821) 0 (36,821) Changes in Assets and Liabilities: Change in Accounts Receivable (67,198) (2,314) (69,512) Change in Deferred Revenue 0 53,746 53,746 Change in Inventory 1,001 0 1,001 Change in Accounts Payable (37,039) (1,803) (38,842) Change in Accrued Liabilities 15,787 3,288 19,075 Change in Refundable Deposits 0 4,354 4,354 Change in Accrued Vacation (7,301) 1,881 (5,420) Total Adjustments (97,209) 231,746 134,537 Net Cash Provided by Operating Activities 105,780$ 110,747$ 216,527$ 100 101 COMBINING FINANCIAL STATEMENTS INTERNAL SERVICE FUNDS Communication Services - to account for the activities related to the operation and maintenance of the City’s radio and telephone systems. Employee Benefits - to account for self-insurance activity related to administration of the City's health benefits plan. Equipment Replacement - to account for the purchase of City equipment such as vehicles and large motorized equipment, telephone and radio systems, and replacement assets for existing technological infrastructure equipment not budgeted in other funds. Fleet Maintenance - to account for all activities related to the management of the City’s vehicles and heavy equipment, including preventive maintenance and vehicle repair activities. Print/Mail Services - to account for the activities related to the City’s printing and mailing operations. Property and Casualty - to account for insurance activity relating to all claims filed for liability cases (both injury and property) and property losses incurred for City property. Unemployment - to account for self-insurance activity on claims filed under unemployment compensation laws. Utility Billing - to account for the billing and collection activities relating to the City’s electric, water, and sewer utilities and residential and commercial garbage collection. Workers' Compensation - to account for self-insurance activity relating to administration of the City's workers' compensation plan. CITY OF COLLEGE STATION, TEXAS Internal Service Funds Combining Statement of Net Assets As of September 30, 2005 Communication Services Employee Benefits Equipment Replacement Fleet Maintenance Print/Mail Services Current Assets Equity in Cash and Cash Equivalents 23,339$ 1,248,626$ 2,414,245$ 31,799$ 0$ Equity in Investments 49,390 2,642,386 5,109,112 67,294 0 Receivables Accrued Interest 254 18,765 37,616 270 (458) Accounts 0 7,314 0 0 0 Other 0 0 0 0 0 Less Allowance for Uncollectible Accounts 0 (1,994) 0 0 0 Inventories 0 0 0 113,559 28,347 Prepaid Costs 0 0 0 0 10,997 Total Current Assets 72,983 3,915,097 7,560,973 212,922 38,886 Property and Equipment Buildings 0 0 0 746,575 0 Machinery and Equipment 1,207,944 0 21,432,863 279,154 145,918 Accumulated Depreciation (1,088,932) 0 (13,390,181) (437,679) (136,069) Construction in Progress 0 0 221,714 0 0 Total Property and Equipment 119,012 0 8,264,396 588,050 9,849 Total Assets 191,995 3,915,097 15,825,369 800,972 48,735 Liabilities Current Liabilities Accounts Payable 3,976 109,871 25,072 141,972 14,556 Due to Other Funds 0 0 0 0 65,381 Claims Payable 0 472,586 0 0 0 Accrued Liabilities 11,501 0 0 24,732 7,779 Total Current Liabilities 15,477 582,457 25,072 166,704 87,716 Noncurrent Liabilities Claims Payable 0 0 0 0 0 Accrued Vacation 8,030 0 0 36,101 11,986 Total Noncurrent Liabilities 8,030 0 0 36,101 11,986 Total Liabilities 23,507 582,457 25,072 202,805 99,702 Net Assets Invested in Capital Assets 119,012 0 8,264,396 588,050 9,849 Unreserved 49,476 3,332,640 7,535,901 10,117 (60,816) Total Net Assets 168,488$ 3,332,640$ 15,800,297$ 598,167$ (50,967)$ 102 Property and Casualty Unemployment Utility Billing Workers' Compensation Total 101,368$ 38,584$ 60,162$ 99,517$ 4,017,640$ 214,519 81,653 127,316 210,600 8,502,270 1,366 567 816 1,352 60,548 30,073 0 26,378 0 63,765 0 0 10,722 0 10,722 (4,013) 0 (18,622) 0 (24,629) 0 0 0 0 141,906 0 0 0 0 10,997 343,313 120,804 206,772 311,469 12,783,219 0 0 0 0 746,575 0 0 1,581,933 0 24,647,812 0 0 (904,890) 0 (15,957,751) 0 0 0 0 221,714 0 0 677,043 0 9,658,350 343,313 120,804 883,815 311,469 22,441,569 6,481 0 10,139 0 312,067 0 0 0 0 65,381 81,515 0 0 340,611 894,712 0 0 39,400 0 83,412 87,996 0 49,539 340,611 1,355,572 198,255 0 0 566,235 764,490 0 0 56,868 0 112,985 198,255 0 56,868 566,235 877,475 286,251 0 106,407 906,846 2,233,047 0 0 677,043 0 9,658,350 57,062 120,804 100,365 (595,377) 10,550,172 57,062$ 120,804$ 777,408$ (595,377)$ 20,208,522$ 103 CITY OF COLLEGE STATION, TEXAS Internal Service Funds Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets For the Fiscal Year Ended September 30, 2005 Communication Services Employee Benefits Equipment Replacement Fleet Maintenance Print/Mail Services Operating Revenues Charges for Services 703,597$ 0$ 3,087,377$ 1,595,949$ 444,800$ Premiums 0 5,009,830 0 0 0 Other 0 18,103 0 0 0 Total Operating Revenues 703,597 5,027,933 3,087,377 1,595,949 444,800 Operating Expenses Salaries and Benefits 345,118 0 0 710,265 201,662 Supplies 47,259 0 4,482 597,693 105,034 Maintenance 75,468 0 1,500 24,952 28,251 Purchased Professional Services 0 0 0 868 30 Purchased Property Services 12,358 0 0 16,365 39,437 Other Purchased Services 24,474 690 0 38,756 54,756 Claims 0 3,269,873 0 0 0 Administration Fees 0 340,599 0 0 0 Premiums 0 400,060 0 0 0 Reimbursed Administrative 110,517 53,821 0 150,118 38,912 Depreciation 24,980 0 2,622,844 24,161 8,054 Other 0 5,239 0 59,814 0 Total Operating Expenses 640,174 4,070,282 2,628,826 1,622,992 476,136 Operating Income (Loss) 63,423 957,651 458,551 (27,043) (31,336) Nonoperating Revenues (Expenses) Investment Income (118) 64,458 140,526 3,558 (1,904) Reimbursed Expenses 0 2,278 0 845 0 Other, Net 0 897 150,387 0 493 Total Nonoperating Revenues (Expenses) (118) 67,633 290,913 4,403 (1,411) Income (Loss) Before Transfers 63,305 1,025,284 749,464 (22,640) (32,747) Transfers Transfers In 0 0 859,621 147,455 0 Transfers Out (505) 0 (414,538) 0 (126) Total Transfers (505) 0 445,083 147,455 (126) Change in Net Assets 62,800 1,025,284 1,194,547 124,815 (32,873) Beginning Net Assets, October 1, as restated 105,688 2,307,356 14,605,750 473,352 (18,094) Ending Net Assets, September 30 168,488$ 3,332,640$ 15,800,297$ 598,167$ (50,967)$ 104 Property and Casualty Unemployment Utility Billing Workers' Compensation Total 0$ 0$ 2,160,000$ 0$ 7,991,723$ 589,210 35,867 0 610,552 6,245,459 0 0 158,430 16,222 192,755 589,210 35,867 2,318,430 626,774 14,429,937 0 0 1,242,417 0 2,499,462 0 0 90,987 0 845,455 0 0 43,096 0 173,267 0 0 25,584 14,000 40,482 0 0 33,834 0 101,994 0 0 393,962 348 512,986 421,755 33,454 0 400,230 4,125,312 28,308 0 0 50,000 418,907 227,351 0 0 111,830 739,241 124,277 0 463,083 136,277 1,077,005 0 0 63,497 0 2,743,536 12,445 0 7,412 0 84,910 814,136 33,454 2,363,872 712,685 13,362,557 (224,926) 2,413 (45,442) (85,911) 1,067,380 5,644 2,270 3,108 4,291 221,833 26,937 0 0 0 30,060 0 0 (202) 0 151,575 32,581 2,270 2,906 4,291 403,468 (192,345) 4,683 (42,536) (81,620) 1,470,848 0 0 0 0 1,007,076 0 0 (1,010) 0 (416,179) 0 0 (1,010) 0 590,897 (192,345) 4,683 (43,546) (81,620) 2,061,745 249,407 116,121 820,954 (513,757) 18,146,777 57,062$ 120,804$ 777,408$ (595,377)$ 20,208,522$ 105 CITY OF COLLEGE STATION, TEXAS Internal Service Funds Combining Statement of Cash Flows For the Fiscal Year Ended September 30, 2005 Communication Employee Equipment Fleet Print/Mail Services Benefits Replacement Maintenance Services Cash Flows from Operating Activities: Cash Received from Customers 703,597$ 5,059,019$ 3,087,377$ 1,607,275$ 444,800$ Cash Payments to Suppliers for Goods and Services (286,595) (4,111,762) 19,090 (839,963) (283,365) Cash Payments to Employees for Services (344,970) 0 0 (700,366) (193,569) Cash Received for Reimbursed Expenses 0 2,278 0 845 0 Cash Received for Miscellaneous Revenues 0 897 0 0 493 Cash Received from Other Funds 0 0 0 0 33,599 Cash Paid for Miscellaneous Expenses 0 0 (9,621) (45,932) 0 Net Cash Provided (Used) by Operating Activities 72,032 950,432 3,096,846 21,859 1,958 Cash Flows from Noncapital Financing Activities: Transfers In from Other Funds 0 0 859,621 147,455 0 Transfers Out to Other Funds (505) 0 (414,538) 0 (126) Net Cash Provided (Used) by Noncapital Financing Activities (505) 0 445,083 147,455 (126) Cash Flows from Capital and Related Financing Activities: Acquisition of Capital Assets 0 0 (3,436,314) (70,334) 0 Proceeds from Sale of Assets 0 0 30,084 0 0 Net Cash Used by Capital and Related Financing Activities 0 0 (3,406,230) (70,334) 0 Cash Flows from Investing Activities: Purchase of Investments (110,752) (6,435,596) (12,749,109) (150,511) 0 Proceeds from Sale and Maturities of Investment Securities 62,567 6,014,380 13,226,782 83,217 0 Investment Income (360) 60,432 143,383 113 (1,832) Net Cash Provided (Used) by Investing Activities (48,545) (360,784) 621,056 (67,181) (1,832) Net Increase in Cash and Cash Equivalents 22,982 589,648 756,755 31,799 0 Cash and Cash Equivalents, Oct. 1 357 658,978 1,657,490 0 0 Cash and Cash Equivalents, Sept. 30 23,339$ 1,248,626$ 2,414,245$ 31,799$ $ 0 Reconciliation of Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Operating Income (Loss) 63,423$ 957,651$ 458,551$ (27,043)$ (31,336)$ Adjustment to Reconcile Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Depreciation 24,980 0 2,622,844 24,161 8,054 Miscellaneous Nonoperating Revenues 0 3,175 0 845 493 Miscellaneous Nonoperating Expenses 0 0 (9,621) 0 0 Change in Assets and Liabilities: Change in Accounts Receivable 0 33,080 0 11,326 0 Change in Inventories 0 0 0 (41,250) 1,125 Change in Prepaid Costs 0 0 0 0 (4,622) Change in Accounts Payable (16,519) (16,685) 25,072 89,853 (13,448) Change in Due to Other Funds 0 0 0 (45,932) 33,599 Change in Claims Payable 0 (26,789) 0 0 0 Change in Accrued Liabilities 1,104 0 0 4,419 2,292 Change in Accrued Vacation (956) 0 0 5,480 5,801 Total Adjustments 8,609 (7,219) 2,638,295 48,902 33,294 Net Cash Provided (Used) by Operating Activities 72,032$ 950,432$ 3,096,846$ 21,859$ 1,958$ 106 Property and Utility Workers' Casualty Unemployment Billing Compensation Total 727,471$ 35,867$ 2,315,407$ 626,774$ 14,607,587$ (692,589) (33,454) (1,054,524) (647,649) (7,930,811) 0 0 (1,226,238) 0 (2,465,143) 26,937 0 0 0 30,060 0 0 0 0 1,390 0 0 0 0 33,599 0 0 (1,528) 0 (57,081) 61,819 2,413 33,117 (20,875) 4,219,601 0 0 0 0 1,007,076 0 0 (1,010) 0 (416,179) 0 0 (1,010) 0 590,897 0 0 0 0 (3,506,648) 0 0 0 0 30,084 0 0 0 0 (3,476,564) (525,137) (203,705) (312,544) (530,582) (21,017,936) 502,229 211,133 302,658 571,646 20,974,612 5,610 2,314 3,102 4,664 217,426 (17,298) 9,742 (6,784) 45,728 174,102 44,521 12,155 25,323 24,853 1,508,036 56,847 26,429 34,839 74,664 2,509,604 101,368$ 38,584$ 60,162$ 99,517$ 4,017,640$ (224,926)$ 2,413$ (45,442)$ (85,911)$ 1,067,380$ 0 0 63,497 0 2,743,536 26,937 0 0 0 31,450 0 0 (1,528) 0 (11,149) 142,274 0 2,553 0 189,233 0 0 0 0 (40,125) 0 0 0 6,000 1,378 5,106 0 (2,142) 0 71,237 0 0 0 0 (12,333) 112,428 0 0 59,036 144,675 0 0 4,680 0 12,495 0 0 11,499 0 21,824 286,745 0 78,559 65,036 3,152,221 61,819$ 2,413$ 33,117$ (20,875)$ 4,219,601$ 107 108 109 CAPITAL ASSETS USED IN THE OPERATION OF GOVERNMENTAL FUNDS 110 Governmental funds capital assets: Buildings and Building Improvements 19,547,902$ Improvements 17,751,028 Machinery and Equipment 3,502,937 Infrastructure 153,763,936 Construction in Progress 19,277,213 Land 25,034,570 238,877,586$ Investments in governmental funds capital assets by source: Capital Projects 149,195,957$ General Fund Revenues 5,711,679 Special Revenue Funds 12,271,924 Contributions 71,698,026 238,877,586$ This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Source As of September 30, 2005 111 Improvements Machine/Tool Function and Activity Total Buildings Other than Bldg Equipment Infrastructure Land Development Services: Development Services Administration 24,029$ 8,900$ -$ 15,129$ -$ -$ Engineering - - - - - - Planning - - - - - - 24,029 8,900 - 15,129 - - Fire: Emergency Medical Services 312,952 - - 312,952 - - Fire Administration 188,744 - - 188,744 - - Fire Prevention - - - - - - Fire Suppression 259,175 - - 259,175 - - 760,871 - - 760,871 - - Fiscal Services: Accounting - - - - - - Fiscal Administration - - - - - - Municipal Court 79,991 - - 79,991 - - Purchasing - - - - - - Risk Management - - - - - - 79,991 - - 79,991 - - General Government: Budget/Research - - - - - - Community Development 20,840 - - - - 20,840 City Manager 79,321 - - 79,321 - - City Programs 1,437,504 - - - - 1,437,504 City Secretary - - - - - - Economic Development 14,470 - - - - 14,470 Human Resources - - - - - - Legal - - - - - - Capital Projects 20,642,210 - 177,225 314,330 607,061 19,543,594 Public Relations 123,426 - - 123,426 - - 22,317,771 - 177,225 517,077 607,061 21,016,408 Office of Technology and Information Services: Geographic Information Systems 32,292 - - 32,292 - - Library Services 236,969 - - 196,969 - 40,000 Management Information Systems 938,655 - - 938,655 - - OTIS Administration 155,994 - - 155,994 - - 1,363,910 - - 1,323,910 - 40,000 Police: Criminal Investigation 36,620 - - 36,620 - - Communications/Jail - - - - - - Police Administration 323,662 - - 323,662 - - Professional Standards - - - - - - Quartermaster - - - - - - Special Services - - - - - - Technical Services - - - - - - Uniform Patrol 23,440 - - 23,440 - - 383,722 - - 383,722 - - CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Function and Activity As of September 30, 2005 112 Improvements Machine/Tool Function and Activity Total Buildings Other than Bldg Equipment Infrastructure Land CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Function and Activity As of September 30, 2005 Parks and Recreation: Forestry 24,025 - 13,735 10,290 - - Parks Administration 207,050 - 207,050 - - - Parks Maintenance/Operations 195,517 - 66,456 129,061 - - Capital Projects 16,152,914 898,445 14,503,817 - - 750,652 Recreation - - - - - - Special Facilities 22,619 - 10,619 12,000 - - 16,602,125 898,445 14,801,677 151,351 - 750,652 Public Works: Drainage Maintenance - - - - - - Engineering 9,387 - - 9,387 - - Facilities Maintenance 19,975 5,255 - 14,720 - - Public Works Administration 20,517 - - 20,517 - - Capital Projects 45,524,156 - 1,430,035 - 42,789,138 1,304,983 Streets Maintenance 178,409 - - 178,409 - - Traffic Signs/Markings - - - - - - Traffic Signals 47,853 - - 47,853 - - 45,800,297 5,255 1,430,035 270,886 42,789,138 1,304,983 Other: Non-departmental 132,267,657 18,635,302 1,342,091 - 110,367,737 1,922,527 132,267,657 18,635,302 1,342,091 - 110,367,737 1,922,527 Construction in Progress 19,277,213 2,398,016 2,869,338 1,512,499 12,497,360 - 19,277,213 2,398,016 2,869,338 1,512,499 12,497,360 - Total Governmental Funds Capital Assets 238,877,586$ 21,945,918$ 20,620,366$ 5,015,436$ 166,261,296$ 25,034,570$ This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. 113 Governmental Funds Governmental Funds Capital Assets Capital Assets Function and Activity 9/30/04 Additions Retirements Transfers/Other 9/30/05 Development Services: Development Services Administration -$ 24,029$ -$ -$ 24,029$ Engineering - - - - - Planning - - - - - - 24,029 - - 24,029 Fire: Emergency Medical Services 178,414 134,537 - - 312,951 Fire Administration 188,745 - - - 188,745 Fire Prevention - - - - - Fire Suppression 247,061 12,114 - - 259,175 614,220 146,651 - - 760,871 Fiscal Services: Accounting - - - - - Fiscal Administration - - - - - Municipal Court 44,563 35,428 - - 79,991 Purchasing - - - - - Risk Management - - - - - 44,563 35,428 - - 79,991 General Government: Budget/Research - - - - - Community Development 20,840 - - - 20,840 City Manager 79,322 - - - 79,322 City Programs 1,437,504 - - - 1,437,504 City Secretary - - - - - Economic Development 14,470 - - - 14,470 Human Resources - - - - - Legal - - - - - Capital Projects 19,816,016 826,193 - - 20,642,209 Public Relations 63,642 59,784 - - 123,426 21,431,794 885,977 - - 22,317,771 Office of Technology and Information Services: Geographic Information Systems 18,585 13,707 - - 32,292 Library Services 190,724 46,246 - - 236,970 Management Information Systems 855,650 92,781 (9,777) - 938,654 OTIS Administration 155,994 - - - 155,994 1,220,953 152,734 (9,777) - 1,363,910 Police: Criminal Investigation 36,620 - - - 36,620 Communications/Jail - - - - - Police Administration 269,359 54,303 - - 323,662 Professional Standards - - - - - Quartermaster - - - - - Special Services - - - - - Technical Services - - - - - Uniform Patrol 5,350 18,090 - - 23,440 311,329 72,393 - - 383,722 CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule of Changes by Function and Activity As of September 30, 2005 114 Governmental Funds Governmental Funds Capital Assets Capital Assets Function and Activity 9/30/04 Additions Retirements Transfers/Other 9/30/05 CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule of Changes by Function and Activity As of September 30, 2005 Parks and Recreation: Forestry 24,025 - - - 24,025 Parks Administration 172,265 34,785 - - 207,050 Parks Maintenance/Operations 174,082 21,435 - - 195,517 Capital Projects 13,575,690 2,577,224 - - 16,152,914 Recreation - - - - - Special Facilities 12,000 10,619 - - 22,619 13,958,062 2,644,063 - - 16,602,125 Public Works: Drainage Maintenance - - - - - Engineering 9,387 - - - 9,387 Facilities Maintenance 19,975 - - - 19,975 Public Works Administration 20,517 - - - 20,517 Capital Projects 38,750,966 6,917,490 (144,300) - 45,524,156 Streets Maintenance 100,313 78,095 - - 178,408 Traffic Signs/Markings - - - - - Traffic Signals - 47,854 - - 47,854 38,901,158 7,043,439 (144,300) - 45,800,297 Other: Non-departmental 127,563,105 4,704,552 - - 132,267,657 127,563,105 4,704,552 - - 132,267,657 Construction in Progress 15,063,588 14,014,970 (9,801,345) - 19,277,213 15,063,588 14,014,970 (9,801,345) - 19,277,213 Total Governmental Funds Capital Assets 219,108,772$ 29,724,236$ (9,955,422)$ -$ 238,877,586$ This schedule presents only the capital asset balances related to governmental funds. Accordingly, the capital assets reported in internal service funds are excluded from the above amounts. Generally, the capital assets of internal service funds are included as governmental activities in the statement of net assets. 115 116 117 Office ofParks Technology and Interest onOtherFiscal General Fiscal Development Public and Information Long-Term Unallocated BusinessYear Government Services Police Fire Services Works Recreation Services Debt Depreciation Electric Water Sewer Types Total2003 7,857,618$ 1,834,859$ 9,374,251$ 7,102,089$ 1,651,761$ 5,242,162$ 6,361,728$ 2,919,155$ 3,643,268$ 2,543,780$ 43,299,695$ 6,283,025$ 7,347,315$ 4,880,746$ 110,341,452$ 2004 7,536,427 1,953,189 9,654,447 7,189,495 1,586,114 5,004,976 6,154,862 2,652,957 3,448,533 2,690,998 41,120,750 6,542,184 7,214,296 5,460,285 108,209,513 2005 6,457,556 2,467,187 10,666,318 7,853,876 1,580,317 5,401,568 6,549,466 2,881,863 3,895,520 5,430,745 47,815,339 7,908,695 7,262,208 5,523,023 121,693,681 (1)The City of College Station first applied GASB statement no. 34 in fiscal year 2003; therefore,government-wide financial information for years prior to fiscal year 2003 is not available.Source: City of College StationLAST TEN FISCAL YEARS (1)CITY OF COLLEGE STATION, TEXASGOVERNMENT-WIDE EXPENSES BY FUNCTION118 Operating Capital UnrestrictedFiscal Charges for Grants and Grants and InvestmentYear Services Contributions Contributions Taxes Earnings Miscellaneous Total2003 79,586,591$ 1,942,508$ 10,286,807$ 31,277,451$ 2,866,829$ 19,563$ 125,979,749$ 2004 80,044,245 3,208,957 10,446,058 34,073,652 1,886,905 4,386 129,664,203 2005 85,525,495 2,629,494 6,427,203 35,618,984 2,435,403 (111,916) 132,524,663 The City of College Station first applied GASB statement no. 34 in fiscal year 2003; therefore,government-wide financial information for years prior to fiscal year 2003 is not available.Source: City of College StationCITY OF COLLEGE STATION, TEXASGOVERNMENT-WIDE REVENUESLAST TEN FISCAL YEARS (1)Program Revenues General Revenues 119 Fines, OtherFiscal Licenses & Forfeits Charges for FinancingYear Taxes Permits & Penalties Services Transfers All Other Sources Total1996 18,697,853$ 513,624$ 1,342,865$ 1,249,491$ 5,523,091$ 962,608$ 199,300$ 28,488,832$ 1997 18,552,416 487,300 1,177,057 1,250,952 5,387,075 1,304,713 6,828,120 34,987,633 1998 20,300,800 577,032 1,233,604 1,368,883 5,396,700 1,324,899 32,375 30,234,293 1999 21,458,761 643,968 1,208,499 1,463,432 5,664,744 1,414,194 22,082 31,875,680 2000 23,304,989 680,776 1,393,505 1,681,877 6,303,785 1,622,967 55,403 35,043,302 2001 24,474,987 779,159 1,796,203 1,892,964 6,895,193 1,750,703 24,329 37,613,538 2002 27,065,526 870,636 2,225,354 2,160,678 7,288,572 1,369,579 30,106 41,010,451 2003 29,157,436 1,012,960 2,654,154 2,403,316 7,700,326 665,420 1,086,874 44,680,486 2004 31,209,942 1,112,766 2,956,836 2,398,165 8,422,120 1,149,458 8,919,386 56,168,673 2005 32,611,788 1,025,013 3,518,913 2,480,781 8,968,215 1,517,136 871,803 50,993,649 (1) Revenues presented include the General and Debt Service Fund. Source: City of College StationCITY OF COLLEGE STATION, TEXASGENERAL GOVERNMENTAL REVENUES AND OTHER FINANCING SOURCES (1)LAST TEN FISCAL YEARS120 GeneralFiscal Year Property Sales Franchise Mixed Drink Total1996 7,216,073$ 9,468,207$ 1,876,572$ 137,001$ 18,697,853$ 1997 7,534,910 9,775,888 1,088,349 153,269 18,552,416 1998 7,777,890 10,912,466 1,415,464 194,980 20,300,800 1999 8,272,479 11,489,702 1,523,736 172,844 21,458,761 2000 8,967,583 12,573,564 1,577,815 186,027 23,304,989 2001 9,799,281 12,773,722 1,644,627 257,357 24,474,987 2002 11,716,307 13,400,054 1,714,241 234,924 27,065,526 2003 13,441,000 13,780,639 1,688,947 246,850 29,157,436 2004 14,668,641 14,957,697 1,974,587 281,298 31,882,223 2005 15,888,475 15,445,404 1,718,491 259,686 33,312,056 Source: City of College StationCITY OF COLLEGE STATION, TEXASGENERAL GOVERNMENTAL TAX REVENUES BY SOURCELAST TEN FISCAL YEARS121 General Public Parks and Library Capital Reimbursed All Debt TransfersFiscal Year Government Police Fire Works Recreation Services Outlay Administrative Other Service Out Total1996 6,669,982$ 5,357,437$ 3,887,596$ 3,554,664$ 3,820,477$ 326,310$ 593,796$ (3,371,737)$ 314,767$ 5,601,567$ 80,500$ 26,835,359$ 1997 7,005,557 5,860,586 3,898,305 3,142,284 4,146,567 367,545 365,591 (3,240,805) 336,410 4,517,030 6,761,040 33,160,110 1998 6,264,446 6,289,005 4,195,334 3,821,635 4,263,428 546,437 641,779 (3,683,731) 448,263 4,607,064 2,478,117 29,871,777 1999 7,045,038 6,903,838 4,841,832 3,923,009 4,592,990 571,742 659,861 (4,034,541) 344,589 4,997,131 757,030 30,602,519 2000 7,812,664 7,567,620 5,179,104 4,353,073 5,168,231 600,778 397,312 (4,645,701) 544,170 5,582,927 1,115,376 33,675,554 2001 8,783,263 8,273,632 5,702,804 4,583,796 5,185,737 581,768 376,328 (5,287,928) 606,757 7,700,234 767,000 37,273,391 2002 9,731,964 8,914,893 6,405,874 5,211,720 6,045,622 734,083 150,000 (5,823,852) 305,049 9,384,142 480,807 41,540,302 2003 10,052,883 9,143,331 6,989,125 5,292,243 6,279,342 681,350 673,305 (6,013,085) 577,777 9,480,421 1,103,590 44,260,282 2004 10,693,348 9,803,577 7,275,289 5,534,404 6,387,846 665,291 978,568 (5,486,919) 1,648,676 8,813,797 9,499,773 55,813,650 2005 11,556,067 10,829,081 7,964,785 6,100,247 6,778,068 694,445 796,245 (6,052,138) 852,378 10,088,946 1,638,578 51,246,702 (1) Expenditures presented include the General and Debt Service Funds.Source: City of College StationCITY OF COLLEGE STATION, TEXASGENERAL GOVERNMENTAL EXPENDITURES AND OTHER USES BY FUNCTION (1)LAST TEN FISCAL YEARS122 OutstandingPercent Delinquent Total Collections as Outstanding Delinquent Taxes asTotal Tax of Levy Tax Total Tax a Percent of Current Delinquent a Percent of CurrentFiscal Year Tax Levy Collections Collected Collections Collections Levy Taxes Levy1996 7,171,715$ 7,086,990$ 98.82% 74,982$ 7,161,972$ 99.86% 233,927$ 3.26%1997 7,506,754 7,433,046 99.02% 60,133 7,493,179 99.82% 215,100 2.87%1998 7,758,131 7,688,127 99.10% 50,005 7,738,132 99.74% 233,548 3.01%1999 8,292,212 8,164,162 98.46% 59,095 8,223,257 99.17% 200,077 2.41%2000 9,068,352 8,866,966 97.78% 47,940 8,914,906 98.31% 134,418 1.48%2001 9,939,852 9,684,038 97.43% 62,887 9,746,925 98.06% 248,883 2.50%2002 11,892,629 11,570,787 97.29% 80,751 11,651,538 97.97% 328,666 2.76%2003 13,010,508 12,595,378 96.81% 236,468 12,831,846 98.63% 331,582 2.55%2004 14,092,814 13,790,565 97.86% 125,543 13,916,108 98.75% 321,487 2.28%2005 15,270,852 14,971,605 98.04% 123,397 15,095,002 98.85% 327,844 2.15%Source: City Of College StationCITY OF COLLEGE STATION, TEXASLAST TEN FISCAL YEARSPROPERTY TAX LEVIES AND COLLECTIONS123 Land and Personal Property Less Exemptions Less TIF (2)Fiscal Year Improvements and Minerals and Abatements Captured Value Total1996 1,500,298,696$ 158,694,184$ 47,371,511$ -$ 1,611,621,369$ 1997 1,699,990,449 235,332,211 234,121,234 5,526,343 1,695,675,083 1998 1,813,136,426 251,996,841 245,085,209 12,889,738 1,807,158,320 1999 1,946,701,852 261,317,181 276,453,209 18,504,453 1,913,061,371 2000 2,134,828,786 285,990,138 308,471,247 37,318,353 2,075,029,324 2001 2,357,679,796 303,435,454 345,752,888 41,698,188 2,273,664,174 2002 2,565,933,396 304,577,588 380,950,901 39,379,860 2,450,180,223 2003 2,843,495,003 308,466,163 428,395,713 48,757,938 2,674,807,515 2004 3,201,775,895 320,496,233 493,364,734 39,971,363 2,988,936,031 2005 3,494,141,544 353,712,884 556,722,986 40,802,035 3,250,329,407 (1) Assessed Value is 100% of the estimated actual value.(2) Tax Increment Financing District (TIF) Sources: Brazos County Appraisal District 2004 Certified Appraisal RollCITY OF COLLEGE STATION, TEXASASSESSED VALUE OF TAXABLE PROPERTIES (1)LAST TEN FISCAL YEARS124 Fiscal Year (1) City School County Total (3) City School County City School County1996 0.4450 1.6100 0.4100 2.4650 100% 100% 100% 7,171,715$ 28,663,937$ 15,071,727$ 1997 0.4427 1.6900 0.4180 2.5507 100% 100% 100% 7,506,754 31,524,892 15,968,203 1998 0.4293 1.7400 0.4170 2.5863 100% 100% 100% 7,758,131 33,969,261 17,043,370 1999 0.4293 1.7500 0.4170 2.5963 100% 100% 100% 8,292,212 36,786,152 17,749,813 2000 0.4293 1.7500 0.4170 2.5963 100% 100% 100% 9,068,352 39,822,571 18,917,599 2001 0.4293 1.7500 0.4100 2.5893 100% 100% 100% 9,939,852 44,121,783 20,283,475 2002 0.4777 1.7900 0.4200 2.6877 100% 100% 100% 11,892,630 48,527,735 22,629,312 2003 0.4777 1.7900 0.4146 2.6823 100% 100% 100% 13,010,508 53,294,883 24,066,065 2004 0.4653 1.7700 0.4350 2.6703 100% 100% 100% 14,092,814 57,990,642 26,931,269 2005 0.4640 1.7700 0.4726 2.7066 100% 100% 100% 15,270,852 63,028,955 31,890,149 (1) Tax rates are established by each taxing jurisdiction on an annual basis for revenues to be collected in the following fiscal year.(2) The date that taxes are due for all jurisdictions is October 1. Taxes for all jurisdictions become delinquent on February 1. The penalty is set by state law at 6% in February, and an additional 1% per month up to 12%. The interest is accrued at 1% per month.(3) The upper limit of the tax rate is set at $2.50/$100 of assessed value for each jurisdiction by State Statute. This limit is for both operations and debt service combined.Source: Brazos County Appraisal DistrictTax Rates (2)(per $100 of Assessed Value) Tax Ratios Original Tax LeviesCITY OF COLLEGE STATION, TEXASPROPERTY TAX RATES, RATIOS AND LEVIESALL DIRECT AND OVERLAPPING GOVERNMENTSLAST TEN FISCAL YEARS125 Percentage of Total Current Assessments Assessments OutstandingFiscal Year Assessment Collected Collected (%) Assessments1996 - 17,217 21.70% 62,113$ 1997 - 2,152 3.46% 59,962 1998 - 36,367 60.65% 23,595 1999 - 503 2.13% 23,092 2000 - 1,296 5.31% 21,796 2001 - 350 1.61% 21,446 2002 - - 0.00% 21,796 2003 - - 0.00% 21,796 2004 - - 0.00% - 2005 - - 0.00% - Source: City of College Station Fiscal Services DepartmentCITY OF COLLEGE STATION, TEXASPAVING ASSESSMENT COLLECTIONSLAST TEN FISCAL YEARS126 The City has no general obligation legal debt limit other than a ceiling on the tax rate as specifiedby the State of Texas. The prescribed maximum is $2.50 per $100 at 100% valuation. CITY OF COLLEGE STATION, TEXASCOMPUTATION OF LEGAL DEBT MARGINSEPTEMBER 30, 2005127 Ratio of NetEstimated Assessed Gross Less Debt Service Net Net Bonded Debt Bonded DebtFiscal Year Population Value Bonded Debt Cash Funds Bonded Debt To Assessed Valuation Per Capita1996 60,040 (1) 1,611,621,369$ 22,263,475$ 1,189,570$ 21,073,905$ 1.31 3511997 61,525 (1) 1,695,675,083 25,388,915 1,947,403 23,441,512 1.38 3811998 63,130 (1) 1,807,158,320 28,960,000 2,826,148 26,133,852 1.45 4141999 66,200 (1) 1,913,061,371 32,750,000 3,472,280 29,277,720 1.53 4422000 68,038 (2) 2,075,029,324 38,700,000 4,202,042 34,497,958 1.66 5072001 70,308 (1) 2,273,664,174 39,375,000 1,722,254 37,652,746 1.66 5362002 72,500 (1) 2,450,180,223 41,665,000 1,287,038 40,377,962 1.65 5572003 75,763 (1) 2,674,807,515 43,170,000 659,180 42,510,820 1.59 5612004 80,219 (1) 2,988,936,031 47,085,000 585,336 46,499,664 1.56 5802005 81,699 (1) 3,250,329,407 49,800,000 912,353 48,887,647 1.50 598Source:(1) Metropolitan Planning Organization & City of College Station Planning Division(2) U.S. Government Preliminary GuideCITY OF COLLEGE STATION, TEXASRATIO OF NET GENERAL BONDED DEBT TO ASSESSED VALUEAND NET BONDED DEBT PER CAPITALAST TEN FISCAL YEARS128 Per Taxing Body Amount As Of Percent Amount Capita *ESTIMATED OVERLAPPING DEBTCollege Station I.S.D. (1) 58,785,000$ 8/31/2005 83.48% 49,073,718$ 601$ Brazos County (2) 51,510,000$ 9/30/2005 46.80% 24,106,680 295 Bryan I.S.D (3) 105,570,000$ 9/1/2005 5.17% 5,457,969 67 78,638,367 963 NET BONDED DEBTCity of College Station (4) 88,905,000$ 9/30/2005 100.00% 88,905,000 1,088 NET BONDED AND ESTIMATED OVERLAPPING DEBT 167,543,367$ 2,051$ *Population: 81,699Source:(1) College Station Independent School District(2) Brazos County Auditor(3) Bryan Independent School District(4) City of College Station Fiscal Services DepartmentCITY OF COLLEGE STATION, TEXASSCHEDULE OF DIRECT AND ESTIMATED OVERLAPPING DEBTSEPTEMBER 30, 2005Net Debt City's Share 129 Total GeneralInterest, Fiscal Governmentaland Other Total Debt ExpendituresFiscal Year Principal Charges Service and Other Uses Ratio1996 3,938,735$ 1,660,441$ 5,599,176$ 26,835,359$ 20.86%1997 2,694,075 1,738,745 4,432,820 33,160,109 13.37%1998 3,113,915 1,483,793 4,597,708 29,871,777 15.39%1999 2,845,000 2,141,792 4,986,792 30,602,519 16.30%2000 3,460,000 2,122,927 5,582,927 33,675,554 16.58%2001 4,475,000 3,222,734 7,697,734 37,273,391 20.65%2002 5,950,000 3,434,142 9,384,142 41,540,302 22.59%2003 5,820,000 3,660,028 9,480,028 44,260,282 21.42%2004 5,445,000 3,275,554 8,720,554 55,813,650 15.62%2005 3,195,000 2,273,863 5,468,863 51,246,702 10.67%Source: City of College StationLAST TEN FISCAL YEARSCITY OF COLLEGE STATION, TEXASRATIO OF ANNUAL DEBT SERVICE EXPENDITURESFOR GENERAL OBLIGATION DEBTTO TOTAL GENERAL GOVERNMENTAL EXPENDITURES AND OTHER USES130 OperatingExpensesOperating (Excluding Net Average Annual Maximum AnnualFiscal Year Revenues Depreciation) Revenues Total Coverage Total Coverage1996 (1)45,380,036$ 32,395,644$ 12,984,392$ 2,655,401$ 4.89 6,089,271$ 2.131997 48,615,366 29,608,260 19,007,106 2,968,110 6.40 6,388,449 2.981998 49,966,216 27,885,854 22,080,362 3,014,943 7.32 5,906,739 3.741999 49,101,104 30,080,145 19,020,959 2,844,899 6.69 5,502,384 3.462000 52,932,584 41,925,412 11,007,172 3,472,421 3.17 5,687,161 1.942001 59,143,896 45,465,778 13,687,118 4,688,518 2.92 6,395,244 2.142002 62,141,066 46,274,555 15,866,511 5,825,064 2.72 8,048,707 1.972003 64,046,246 47,785,550 16,260,696 5,773,582 2.81 8,084,285 2.012004 64,785,122 44,719,241 20,065,881 5,651,966 3.55 7,998,465 2.512005 70,636,853 51,125,745 19,511,108 5,522,447 3.53 8,364,747 2.33(1) In Fiscal Year 1996, the Utility Billing Fund was reported separately as an Internal Service Fund.Source: City of College StationCITY OF COLLEGE STATION, TEXASUTILITY FUNDSSCHEDULE OF REVENUE BOND COVERAGELAST TEN FISCAL YEARS131 Number Number Numberof of of Calendar Year Permits Value Permits Value Permits Value1996 656 48,953,298$ 131 14,432,979$ 787 63,386,277$ 1997 590 53,435,022 212 47,682,555 802 101,117,577 1998 655 69,831,880 150 57,439,865 805 127,271,745 1999 1,020 87,917,466 138 26,665,024 1,158 114,582,490 2000 639 85,278,855 162 46,094,230 801 131,373,085 2001 782 79,340,756 191 40,194,722 973 119,535,478 2002 776 58,965,494 177 27,658,030 953 86,623,524 2003 658 96,990,934 106 36,366,447 764 133,357,381 2004 549 80,567,342 143 94,924,256 692 175,491,598 2005 553 109,359,951 159 27,863,784 712 137,223,735 Source: City of College Station Planning & Development ServicesResidential Commercial TotalCITY OF COLLEGE STATION, TEXASCONSTRUCTION PERMITSLAST TEN CALENDAR YEARS132 Percent of Total2005 Assessed AssessedTaxpayer Type of Business Valuation ValuationCBL & Associates Retail Mall 50,480,675$ 1.55%College Station Hospital, LP Medical 48,724,190 1.50%Alkosser/Weinberg Housing 32,014,545 0.99%Verizon Communications, Inc Utility 29,663,440 0.91%Wal-Mart's/Sam's Retail 27,583,820 0.85%Common Wealth Austin Housing 21,500,740 0.66%University Heights-College Station Housing 20,773,980 0.64%HE Butt Store Property Co Grocery 20,178,780 0.62%JER College Station Hotel Hotel 18,350,600 0.57%University Commons Housing 18,260,720 0.56%287,531,490$ 8.85%Source: Brazos County Appraisal DistrictCITY OF COLLEGE STATION, TEXASPRINCIPAL TAXPAYERSSEPTEMBER 30, 2005133 FY2005 Total Percent of Utility KWH KWHCustomer Type of Business Consumption ConsumedCSISD Schools 18,609,489 2.57%City of College Station Municipality 16,820,228 2.32%CBL & Associates Retail Mall 14,122,051 1.95%Texas A&M University 10,008,480 1.38%Wal-Mart Retail 7,666,400 1.06%College Station Medical Ctr Hospital 7,175,880 0.99%Kroger Retail Grocery 6,850,800 0.94%Albertsons Retail Grocery 6,661,301 0.92%US Dept of Agriculture Government 5,165,200 0.71%HE Butt Store Property Co Retail Grocery 5,157,480 0.71%TOTAL 98,237,309 13.55%Total KWH Consumption for the period October 1, 2004 to September 30, 2005 was724,962,988Source: City of College Station Utility Billing Division CITY OF COLLEGE STATION, TEXASPRINCIPAL UTILITY CUSTOMERSSEPTEMBER 30, 2005134 Self InsuredInsurance Company Coverage Retention LimitsState National Insurance Co. General Liability $250,000 occurrence $5 millionGeneral Aggregate $15 millionState National Insurance Co. Auto Liability $250,000 CSL $5 millionState National Insurance Co. Workers Compensation $250,000 $5 millionState National Insurance Co. Employer's Liability $250,000 $5 millionState National Insurance Co. Law Enforcement Liability $250,000 $5 millionGeneral Aggregate $15 millionState National Insurance Co. Public Officials Liability $250,000 $5 millionGeneral Aggregate $15 millionFederal Insurance Co. Employee Theft $100,000 $300,000Federal Insurance Co. Premises $100,000 $300,000Federal Insurance Co. Transit $100,000 $300,000Federal Insurance Co. Depositors Forgery $100,000 $300,000Federal Insurance Co. Computer Theft Fund $100,000 $1 millionAffiliated FM Ins. Co. Property Coverage $100,000 $125.5 millionAffiliated FM Ins. Co. Mobile Equipment $100,000 $7 millionAffiliated FM Ins. Co. Boiler & Machinery $100,000 $50 millionAffiliated FM Ins. Co. Certified Act of Terrorism Coverage $100,000 $125.5 millionAffiliated FM Ins. Co. Flood $100,000 $2.5 millionAffiliated FM Ins. Co. Gross Earnings $100,000 $1 millionAffiliated FM Ins. Co. Newly Acquired Property $100,000 $1.5 millionAffiliated FM Ins. Co. Coverage A & B Demolition & Increased Cost $100,000 $1 million eachCITY OF COLLEGE STATION, TEXASSUMMARY OF INSURANCE COVERAGESeptember 30, 2005135 Date Incorporated October 1938Date first charter adopted October 1938Date present charter amended May 1992Form of government Council-ManagerArea in square miles:Year Square Miles1938 1.51948 4.21958 7.31968 17.31978 22.61982 23.81986 26.71988 27.71992 28.11994 30.01996 38.21998 40.82004 47.2Miles of streets Paved 385 Linear MilesUnpaved 4.0 Lane MilesMiles of sidewalks 97 MilesFire Protection:Number of stations 4Number of full-time employees 114Police Protection:Number of employees (sworn) 100Number of employees (civilian) 47Number of patrol units 21One jail facility with a capacity of 30MISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2005CITY OF COLLEGE STATION, TEXAS136 RECREATION:Number of playgrounds 35 Number of gyms 1Number of basketball courts 20 Number of volleyball courts 8Number of soccer fields 26 Number of nature trails 9Number of softball/baseball fields 25 Number of open play areas 30Number of tennis courts 14 Number of picnic pavilions 10Number of picnic shelters 19 Number of jogging/walking trails 26Number of swimming pools 3PARKS:Facility Acres Facility AcresAnderson 8.94 Luther Jones 1.80Arboretum/Bee Creek 43.50 Merry Oaks 4.60Bill Madeley 5.14 Nantucket 3.90Brison 9.20 Oaks 7.50Brother's Pond 16.12 Parkway 1.90Castlegate 8.26 Pebble Creek 10.20Castlerock 5.86 Raintree 13.00Central 47.20 Richard Carter 7.14Conference Center 2.30 Sandstone 15.21Cy Miller 2.50 Southeast Park 66.68Eastgate 1.80 Southern Oaks 14.49Edelweiss 12.30 Southwest Park Site 9.42Edelweiss Gardens 13.60 Southwood Complex 44.70Emerald Forest 4.59 Steeplechase Park Site 9.00Gabbard 10.67 Thomas 16.10Georgia K. Fitch 11.30 University Park Site 10.20Hensel-TAMU 29.70 Veterans Athletic 150.00Jack and Dorothy Miller 10.00 W.A. Tarrow (includes Lincoln) 21.26John Crompton 15.26 Westfield 4.29Lemon Tree 15.40 Windwood 1.37Lick Creek 515.54 Wolfpen Creek 19.49Lion's 1.50 Woodcreek 6.60Longmire 4.16 Woodland Hills 14.40TOTAL ACREAGE1,248.09CITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2005(Continued)137 UTILITY FUNDS:Electric Customers (Connections)36,284 Average Electrical Consumption: 60,413,524 KWH/MonthWater Customers (Connections)32,266 Average Water Consumption: 283,429 MGW/MonthNumber of Employees:Electric59Water27Sewer42Water Capacity:Number of Wells6Combined Capacity of Wells 28 million gallons per dayNumber of Ground Storage Tanks, 2 One 3-million gallon, One 5-million gallonNumber of Elevated Storage Tanks, 2 One 3-million gallon, One 2-million gallonMiles of Water Lines341 milesElectric Capacity:Maximum Capacity 280 megawattsAnnual Peak Demand180 kwNumber of Substations4Miles of Distribution Lines 450 milesMiles of Sewer Lines271 milesSolid Waste Collection Fund:Number of Users (Units) 28,399 Methodology Curbside pickup using automated containersCITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2005(Continued)138 Education:Attendance centers 11 Number of classrooms 550 Number of teachers 600 Number of students 7,683 Elections:Number of registered voters:Last general election (Brazos County) 86,283 Last municipal election 42,206 Number of votes cast in:Last general election (Brazos County) 54,904 Last municipal election 3,623 Percentage of registered voters voting in:Last general election (Brazos County) 64.00%Last municipal election 8.58%Population:Estimate Census Count2000 68,038 1990 52,456 1980 37,296 1970 17,676 1960 1,196 1950 7,925 Source: City of College StationCITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2005(Continued)139 Year University Enrollment1996 41,8921997 41,4611998 43,3891999 43,4422000 44,0262001 44,6182002 45,1432003 44,8132004 44,4352005 45,089Source: WWW.TAMU.EDUTotal Number Number PercentYear Labor Force Employed Unemployed Unemployed1996 26,691 25,973 718 2.71997 28,453 27,862 591 2.11998 28,889 28,377 512 1.81999 30,793 30,246 547 1.82000 31,273 30,802 471 1.52001 30,572 30,020 552 1.82002 29,734 29,105 629 2.12003 33,975 33,160 815 2.42004 35,348 34,709 639 1.82005 41,057 39,584 1473 3.6Source: Texas WorkforcePRIMARY LABOR FORCE FOR COLLEGE STATIONCITY OF COLLEGE STATION, TEXASMISCELLANEOUS STATISTICAL AND DEMOGRAPHIC DATASEPTEMBER 30, 2005(Continued)ACTUAL TEXAS A&M UNIVERSITY ENROLLMENTBY FALL SEMESTERS140