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HomeMy WebLinkAboutFY 2006-2007 -- Comprehensive Annual Financial Report 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, 2007 PREPARED BY THE CITY OF COLLEGE STATION FISCAL SERVICES DEPARTMENT JEFF KERSTEN, CHIEF FINANCIAL OFFICER JANET DUDDING, ASSISTANT DIRECTOR OF FISCAL SERVICES CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2007 Table of Contents Page i INTRODUCTORY SECTION Letter of Transmittal ................................................................................................................................vi GFOA Certificate of Achievement for Excellence in Financial Reporting.............................................xiv Organizational Chart..............................................................................................................................xv Principal City Officials ...........................................................................................................................xvi FINANCIAL SECTION Independent Auditors' Report .................................................................................................................1 Management’s Discussion and Analysis (Unaudited).............................................................................3 Basic Financial Statements: Government-Wide Financial Statements: Statement of Net Assets..........................................................................................................21 Statement of Activities.............................................................................................................22 Fund Financial Statements: Balance Sheet – Governmental Funds ...................................................................................24 Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Assets................................................................................................25 Statement of Revenues, Expenditures, and Changes in Fund Balances – Governmental Funds...............................................................................26 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities...............................27 Statement of Net Assets – Proprietary Funds.........................................................................28 Statement of Revenues, Expenses, and Changes in Fund Net Assets – Proprietary Funds .................................................................................30 Statement of Cash Flows – Proprietary Funds .......................................................................32 Notes to the Financial Statements.................................................................................................35 Required Supplementary Information: Schedule of Funding Progress – Texas Municipal Retirement System ........................................67 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2007 Table of Contents Page ii Schedule of Revenues, Expenditures, and Changes in Fund Balances, Budget and Actual – General Fund...............................................................................68 Supplementary Information: Combining and Individual Fund Statements and Schedules: Combining Balance Sheet – Nonmajor Governmental Funds................................................70 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances – Nonmajor Governmental Funds..............................................................74 Schedules of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual: Debt Service......................................................................................................................78 Special Revenue Funds: Community Development ..........................................................................................79 Convention Center......................................................................................................80 Hotel Tax ....................................................................................................................81 Parks Escrow..............................................................................................................82 Wolf Pen Creek Tax Increment Financing District .....................................................83 Capital Projects Funds: Business Park.............................................................................................................84 Drainage Projects.......................................................................................................85 General Government Projects....................................................................................86 Parks Projects ............................................................................................................87 Streets Projects..........................................................................................................88 Nonmajor Enterprise Funds: Combining Statement of Net Assets ..........................................................................90 Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets .....................................................................................................91 Combining Statement of Cash Flows.........................................................................92 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2007 Table of Contents Page iii Internal Service Funds: Combining Statement of Net Assets ..........................................................................94 Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets .....................................................................................................96 Combining Statement of Cash Flows.........................................................................98 Capital Assets Used in the Operation of Governmental Funds: Schedule by Source .................................................................................................103 Schedule by Function and Activity ...........................................................................104 Schedule of Changes by Function and Activity........................................................106 STATISTICAL SECTION Statistical Section Unaudited……………………………...…………………………...……………………109 Net Assets by Component ..................................................................................................................111 Changes in Net Assets........................................................................................................................112 Program Revenues by Function/Program...........................................................................................114 Fund Balances, Governmental Funds ................................................................................................115 Changes in Fund Balances, Governmental Funds.............................................................................116 Tax Revenue by Source, Governmental Funds ..................................................................................118 Assessed Value and Estimated Actual Value of Taxable Property ....................................................119 Direct and Overlapping Property Tax Rates.......................................................................................120 Principal Property Taxpayers..............................................................................................................121 Property Tax Levies and Collections ..................................................................................................122 Taxable Sales by Category.................................................................................................................123 Direct and Overlapping Sales Tax Rates............................................................................................124 Sales Tax Revenue Payers by Industry..............................................................................................125 Ratios of Outstanding Debt by Type...................................................................................................126 CITY OF COLLEGE STATION, TEXAS COMPREHENSIVE ANNUAL FINANCIAL REPORT FOR THE FISCAL YEAR ENDED SEPTEMBER 30, 2007 Table of Contents Page iv Ratios of Net General Bonded Debt Outstanding...............................................................................127 Direct and Overlapping Governmental Activities Debt........................................................................128 Legal Debt Margin Information............................................................................................................129 Pledged-Revenue Coverage...............................................................................................................130 Demographic and Economic Statistics ...............................................................................................131 Principal Employers ............................................................................................................................132 Full-Time-Equivalent City Government Employees by Function/Program .........................................133 Operating Indicators by Function/Program.........................................................................................134 Capital Asset Statistics by Function/Program.....................................................................................136 v CITY OF COLLEGE STATION INTRODUCTORY SECTION vi April 28, 2008 Honorable Mayor, Members of the City Council, and Citizens of the City of College Station, Texas The City Manager and the Fiscal Services Department are pleased to submit the Comprehensive Annual Financial Report for the City of College Station, Texas (the "City") for the fiscal year ended September 30, 2007. This report is published to provide to the City Council, City staff, our citizens, our bondholders and other interested parties detailed information concerning the financial condition of the City government. Responsibility for both the accuracy of the presented data and the completeness and fairness of the presentation, including all disclosures, rests with the City. To the best of our knowledge and belief, the data is accurate in all material aspects and is organized in a manner designed to fairly present the financial position and results of operations of the City as measured by the financial activity of its various funds. We also believe that all disclosures necessary to enable the reader to gain the maximum understanding of the City's financial affairs have been included. The Local Government Code, Section 103.001 (a) states: "A municipality shall have its records and accounts audited annually and shall have an annual financial statement prepared based on the audit." Likewise the Fiscal and Budgetary Policy Statements adopted annually by the City Council as a part of the City's Approved Budget include a requirement that the City shall annually have an audit performed by an outside, independent auditor. The City has complied with this requirement, and the Independent Auditors' Report has been included in this report. THE REPORT This report is comprised of three sections: Introductory, Financial and Statistical. The Introductory Section includes this transmittal letter, a listing of the principal City officials, and an organizational chart of the City. The Financial Section contains the Independent Auditors' Report on the basic financial statements, Management's Discussion and Analysis ("MD&A"), the basic financial statements with related notes, and combining and individual fund statements and schedules. The MD&A is a narrative introduction, overview, and analysis to accompany the basic financial statements. This letter of transmittal is designed to complement the MD&A and should be read in conjunction therewith. The City of College Station's MD&A may be found immediately following the Independent Auditors' Report. The Statistical Section provides financial and demographic information, usually presented on a multi-year basis, that is relevant to a financial statement reader. 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 86,480 as of September 2007. 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, Municipal Court Judge and Internal Auditor. 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 seen continued growth in fiscal year 2007. 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 1.6 percent to 2.6 percent range. As a result of the BLS change, the unemployment rate for fiscal year 2006 as of October was approximately 3.4 percent. In fiscal year 2007 the unemployment rate was approximately 3.7 percent. Sales tax collections in College Station continued to see growth in fiscal year 2007. This is consistent with growth in sales tax receipts the City has experienced over the last several years. In fiscal year 2007, sales tax revenue was up by 7.9 percent over fiscal year 2006 to $18,077,973. College Station continues to see housing and commercial development. There were 615 new housing starts during 2007. Total ad valorem assessed valuation increased by approximately $410 million or approximately 11.2 percent for fiscal year 2007 over fiscal year 2006. Commercial development continued to be strong with both new and redevelopment. Several new commercial businesses opened in College Station in 2007. The University Drive corridor continued to have significant amounts of new business and increased traffic. New commercial development and redevelopment has also taken place along Texas Avenue in the past year. 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 ix economic impact on the City, contributing over a billion dollars annually to the local economy. TAMU has 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. Student enrollment at TAMU was 46,542 as of September 2007. TAMU employs more than 20,000 full-time and part-time staff. Major Capital Initiatives In 2007, numerous capital improvement initiatives continued in the City. Parks projects completed in FY07 include improvements at the Lincoln Center. A covered walkway was constructed at the Lincoln Center which runs from the Lincoln Center to the parking lot. Construction on an additional parking lot at the Lincoln Center also began in FY07. The lot will provide for an additional 30 parking spaces. Improvements at Gabbard Park and Oaks Park began in FY07 as well. These projects, in addition to the Lincoln Center projects, were funded with Community Development Block Grant funds. An addition to the Wolf Pen Creek Amphitheater was completed in FY07. The addition included an office, performer dressing rooms, storage, a ticket window and a concession area. This project was funded from the Wolf Pen Creek Tax Increment Financing District fund. In 2007, construction continued on the second phase of Veterans Park. The project as originally planned was completed in FY07 and included the addition of three soccer fields, three softball fields, a pavilion and a concession area. The project came in under budget and remaining funds will be used to create a second entrance/exit to the park in FY08. Park upgrades such as the installation of lighting, landscaping, benches, sidewalks, drinking fountains and shade covers were completed at various parks in FY07. In addition, the City continues to upgrade and replace infrastructure within its parks system. Street extension projects completed in FY07 include the Jones Butler Street extension. Jones Butler was extended south from Holleman Drive to intersect with FM2818 and align with Marion Pugh. In addition, traffic signals were installed in FY07 at the intersection of Harvey Mitchell Parkway and Luther and the intersection of Harvey Mitchell Parkway and Holleman. Projects underway in FY07 in the Northgate District included street rehabilitation on Church Avenue between College Main and Nagle and the rehabilitation of Tauber and Stasney Streets from University Drive to Cherry Street. Southside improvements continued as well. Work in the West Park area of Southside continued and is expected to be completed in early FY08. Engineering work continued on the College Park/Breezy Heights project in the Southside area. Construction on the Dartmouth Drive extension and the Arrington/Decatur extension began in FY07. Both of these projects are expected to be completed in FY08. The Dartmouth extension will connect Krenek Tap Road to Harvey Mitchell Parkway. The Arrington/Decatur extension will improve north-south traffic flow on the west side of Highway 6 by providing a connection from Highway 40 to Barron Road. Continuing street projects include improvements on Barron Road and the Rock Prairie Road Widening project. Design and land acquisition continued in FY07 on both of these projects. Sidewalk improvement projects completed in FY07 included the construction of an 8 foot sidewalk on the north side of University from Texas Avenue to College Avenue. This project was completed in collaboration with Texas A&M University. Sidewalk improvements were also made on the south side of Southwest Parkway from Anderson to Texas Avenue. A four foot sidewalk was installed. Electric utility projects completed in 2007 included various system overhead, underground and street lighting improvements. These improvements were designed to increase system reliability and meet customer requirements, as well as improve aesthetics. Projects underway in 2007 included the construction of the Spring Creek Substation. The majority of the construction on this substation occurred in FY07, and it is anticipated that the project will be completed in early FY08. This substation will provide additional power capacity for customers on the south side of the City. As a component of this project, conductors were installed for the feeder exits. In FY07, progress was made on the installation of a transmission re-conductor project from the City’s Switch Station to the Post Oak Substation and from the Post Oak Substation to the Southwood Substation. This line is approximately five miles. Also in progress in FY07 was the design of a new training facility that will be built on the grounds of the Utility Service x Center. Street lighting projects completed in FY07 included the completion of a second phase of decorative lighting installation in the Eastgate area. Lighting was also installed on Harvey Mitchell Parkway from Rio Grande to Wellborn. In the water and wastewater utilities, work continued on a number of capital projects. In FY07, work was completed on the Dowling Road Pump Station Chemical System Piping Replacement project. The chlorine disinfection system was replaced to improve safety and operating reliability. 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. Design work began on the construction of Well #7 in 2007 and construction is anticipated to occur in 2008. Well #7 is necessary to meet future capacity needs. Work continued on water and wastewater plant security upgrades in 2007. Sludge processing improvements at the Wastewater Treatment Plant were completed in FY07 and odor control improvements continued. The odor control improvements will be completed in early FY08. In addition, numerous water and wastewater line rehabilitation and replacement projects were ongoing in 2007. Facility projects underway in FY07 included the relocation of Fire Station #3. The existing station is on the one-way Highway 6 frontage road. The station will be relocated to Barron Road to provide services to a high growth area of the city. Other facility projects included work on the design of renovations for the Police Station. The renovations include the expansion of the Police Department into the space vacated by Municipal Court. In addition, general improvements will be made to the rest of the building to allow for better use of space. The construction of the renovations began in early FY08. The design of phase 1 of a new Municipal Cemetery began in FY07. The cemetery will be located on the northwest corner of FM 2818 and FM 60 and will have an area designated for students, faculty, staff, family and friends of Texas A&M University. It is expected that construction of the cemetery will occur in FY08. In addition, design work began in FY07 on the completion of the second floor of the Municipal Court building. The space is currently unfinished and will be renovated for use as City office space. Technology is an ongoing area of advancement for the City. Projects completed in FY07 included the PARD Automation project. This project provided for the automation of many processes in the Parks and Recreation Department. The result of this project allowed for on-line registration in many of the Park programs. Projects that were on-going in FY07 included the Automated Citations project. This project will allow officers in the field to use a device in which citation information is entered that can be downloaded directly into the Municipal Court system. Other on-going technology projects include Police Field Reporting, which will allow police officers to complete forms electronically in the field instead of coming back to the station to complete the forms. The EMS Reporting System project also continued in FY07. This project will update the Fire Department’s current scheduling system and it is expected that the project will be completed in FY08. Capital Planning The citizens of the City approved general obligation bond proposals totaling approximately $38.4 million in November 2003. The fourth portion of this bond authorization, totaling $3,930,000, was issued in 2007. It is anticipated that various street, traffic safety, public buildings, and park projects funded by these bonds will be built over the next several years. The City has gone to the voters three times in the last twelve years with successful general obligation bond proposals. 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. Another five year General Obligation Bond Authorization is being prepared and scheduled to go to the voters in November 2008. Transportation projects continue to be a top priority as this planning continues. Planning in the electric, water, wastewater and drainage utilities provides for an anticipated investment of $87 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 xi 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 deep 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 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. 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 2007 was approximately $115.8 million. The overall portfolio produced unrestricted interest earnings of $6,445,199, which represents an increase of $1,199,894 from fiscal year 2006. The City had no realized losses on any securities held during fiscal year 2007. 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. Risk Management The City's risk management program is administered by the Risk Management function in the Human Resources Division. Risk Management 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. Risk Management is also 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 a strong and proactive 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 2007 was 12.05 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. xii 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, 2007 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. Certificate of Achievement The Government Finance Officers Association of the United States and Canada ("GFOA") awarded a Certificate of Achievement for Excellence in Financial Reporting to the City of College Station for its Comprehensive Annual Financial Report ("CAFR") for the Fiscal Year ended September 30, 2006. The Certificate of Achievement is a prestigious national award recognizing conformance with the highest standards for preparation of state and local government financial reports. In order to be awarded a Certificate of Achievement, a governmental unit must publish an easily readable and efficiently organized CAFR with contents that conform to program standards. Such reports must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The City of College Station has received a Certificate of Achievement for twenty-five out of the last twenty-six years. We believe our current report continues to conform to the Certificate of Achievement Program requirements, and we are submitting it to the GFOA to determine its eligibility for another certificate. Responsibility for Financial Reporting The City's Senior Management, including the City Manager and Chief Financial Officer, accept the responsibility for the accuracy, integrity, consistency, and reliability of the financial statements. They also acknowledge their responsibility for assuring the continuous monitoring of the City's system of internal controls for compliance in order to prevent misappropriation of assets and fraudulent financial reporting. Additionally, they confirm their commitment to fostering a strong ethical climate and communicating those standards to employees through personnel rules, administrative regulations, and City law. Acknowledgement The preparation of this report could not have been accomplished without the efforts and dedicated services of the entire staff of the Fiscal Services Department. Appreciation is also expressed to City xiv CITIZENS OF COLLEGE STATION MAYOR AND COUNCIL CITY SECRETARY MUNICIPAL JUDGES CITY ATTORNEY CITY MANAGER FIRE POLICE PLANNING & DEVELOPMENT SERVICES PARKS & RECREATION PUBLIC WORKS WATER SERVICES FISCAL SERVICES HUMAN RESOURCES ADMINISTRATION SUPPRESSION PREVENTION EMERGENCY MEDICAL SERVICES (EMS) ADMINISTRATION UNIFORM PATROL CRIMINAL INVESTIGATIONS SPECIAL SERVICES QUARTERMASTER COMMUNICATIONS / JAIL RECRUITING/ TRAINING INFORMATION SERVICES PLANNING ADMINISTRATION MAPPING COORDINATION DEVELOPMENT COORDINATION BUILDING INSPECTION ADMINISTRATION STREETS DRAINAGE FLEET TRAFFIC SIGNS/SIGNALS SANITATION ENGINEERING PLANT OPERATIONS INTERNAL AUDITOR PARKING FACILITIES MAINTENANCE FIELD OPERATIONS EMERGENCY MANAGEMENT ASSISTANT CITY MANAGER DEPUTY CITY MANAGER ECONOMIC DEVELOPMENTCOMMUNITY DEVELOPMENT ELECTRIC UTILITY APPOINTED BOARDS AND COMMISSIONS BVSWMA GIS & ASSET MANAGEMENT ENVIROMENTAL SERVICES WATER RESOURCES INFORMATION TECHNOLOGY COMMUNICATION SERVICES ADMINISTRATION E-GOVERNMENT GEOGRAPHIC INFORMATION SERVICESMANAGEMENT INFORMATION SYSTEMS MAIL ADMINISTRATION RECREATION SPECIAL FACILITIES PARKS OPERATIONS PARKS OPERATIONS FORESTRY FORESTRY SPECIAL FACILITIES LIBRARY ASSISTANT DIRECTOR OFFICE OF BUDGET AND STRATEGIC PLANNING ASSISTANT DIRECTOR ADMINISTRATION ACCOUNTING MUNICIPAL COURT PURCHASING UTILITY CUSTOMER SERVICE CAPITAL IMPROVEMENT PROJECTS PUBLIC COMMUNICATION AND MARKETING xv xvi CITY OF COLLEGE STATION, TEXAS PRINCIPAL CITY OFFICIALS Elected Officials: Mayor........................................................................................................................................................ Ben White Council Member, Mayor Pro Tem..............................................................................................................Ron Gay Council Member, Place 1 .................................................................................................................John Crompton Council Member, Place 2 ..................................................................................................................James Massey Council Member, Place 4 ................................................................................................................ Lynn McIlhaney Council Member, Place 5 ........................................................................................................................Chris Scotti Council Member, Place 6 ...................................................................................................................David Ruesink City Administration: City Manager ........................................................................................................................................Glenn Brown Deputy City Manager .........................................................................................................................Terry Childers Assistant City Manager .........................................................................................................................Kathy Merrill City Attorney............................................................................................................... Marshall (Harvey) Cargill, Jr. City Secretary.....................................................................................................................................Connie Hooks Municipal Court Judge ............................................................................................................Edward J. Spillane III Internal Auditor .............................................................................................................................................Ty Elliott Director of Electric Utility....................................................................................................................David Massey Director of Human Resources..........................................................................................................Julie O’Connell Chief Financial Officer............................................................................................................................Jeff Kersten Director of Information Technology.........................................................................................................Ben Roper Director of Public Communications and Marketing..........................................................................Wayne Larson Fire Chief ............................................................................................................................................... Robert Alley Interim Police Chief.........................................................................................................................Bobby Whitmire Interim Director of Parks and Recreation..........................................................................................Warren Struss Director of Economic and Community Development.......................................................James (David) Gwin, Jr. Director of Planning and Development Services...................................................................................Bob Cowell Director of Public Works .........................................................................................................................Mark Smith Director of CIP....................................................................................................................................Chuck Gilman Director of Water Services...............................................................................................................David Coleman xvii CITY OF COLLEGE STATION FINANCIAL SECTION Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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, 2007. 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 $352,381,755 (net assets). Of this amount, $83,442,846 (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 $21,248,442 during the fiscal year. • At the close of the current fiscal year, the City's governmental funds reported combined ending fund balances of $69,453,703, an increase of $1,907,581 when compared to the prior year. • Approximately 32 percent of the combined governmental funds ending fund balance, or $21,972,980 is available for spending at the City's discretion (unreserved-undesignated fund balance). • During fiscal year 2007, the City's total debt increased by approximately $13,895,000. Key factors in this increase were the issuance of $3,930,000 in General Obligation Improvement Bonds, $3,960,000 in Certificates of Obligation, $18,665,000 in Utility System Revenue Bonds, and $10,255,000 in General Obligation 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. This report also contains other supplementary information in addition to the basic financial statements themselves. Wolf Pen Creek Trails Phase II 3 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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-xvi + Management's Discussion and Analysis Pages 3-20 Government-Wide Financial Statements Basic Pages 21-23 Financial Governmental Fund Financial Statements Statements Pages 24-27 And Proprietary Fund Financial Statements Financial RSI Pages 28-33 Section Notes to the Financial Statements Pages 35-65 Additional Required Supplementary Information Pages 67-68 Information on individual funds and other supplementary information not required by GAAP Pages 69-107 + Trend Data and Nonfinancial Data Pages 109-136 Statistical Section 4 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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, fiscal services, police, 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, sanitation, and the northgate parking garage. The government-wide financial statements can be found on pages 21-23. 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 5 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas statement of revenues, expenditures, and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. 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 24-27. 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 customer 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 customer service, predominantly benefit governmental rather than business-type functions and have been included within governmental activities in the government-wide financial statements. The Utility Customer Service 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 28-33. Notes to the Financial Statements 6 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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. Required Supplementary Information In addition to the basic financial statements and accompanying notes, this report presents on pages 67-68, 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 69- 99 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 $352,381,755 at the close of the most recent fiscal year. The largest portion of the City's net assets (74 percent) reflects its investment of $260,793,131 in capital assets (e.g., land, buildings, and equipment), less any related outstanding debt used to acquire those assets. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City's investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be liquidated for these liabilities. Net Assets Governmental Activities Business-Type Activities Total 2007 2006 2007 2006 2007 2006 Assets Current and Other Assets 87,098,918$ 86,918,236$ 72,642,000$ 69,005,573$ 159,740,918$ 155,923,809$ Capital Assets 185,641,567 172,576,387 235,974,510 217,954,664 421,616,077 390,531,051 Total Assets 272,740,485 259,494,623 308,616,510 286,960,237 581,356,995 546,454,860 Liabilities Long-Term Liabilities Outstanding 100,223,951 99,961,411 105,499,997 91,692,313 205,723,948 191,653,724 Other Liabilities 7,709,172 7,079,168 15,542,120 16,588,655 23,251,292 23,667,823 Total Liabilities 107,933,123 107,040,579 121,042,117 108,280,968 228,975,240 215,321,547 Net Assets Invested in Capital Assets, Net of Related Debt 113,750,039 108,287,795 147,043,092 142,778,246 260,793,131 251,066,041 Restricted 5,089,422 4,564,184 3,056,356 2,920,980 8,145,778 7,485,164 Unrestricted 45,967,901 39,602,065 37,474,945 32,980,043 83,442,846 72,582,108 Total Net Assets 164,807,362$ 152,454,044$ 187,574,393$ 178,679,269$ 352,381,755$ 331,133,313$ An additional portion of the City's net assets, $8,145,778 (2 percent) represents resources that 7 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas are subject to external restrictions on how they may be used. The remaining balance of unrestricted net assets, $83,442,846 (24 percent) may be used to meet the government's ongoing obligations to citizens and creditors. 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 $21,248,442 as a result of fiscal year 2007 operations. The increase is primarily attributable to increases in ongoing revenues and relatively stable expenses. The following table provides a summary of the City's operations for the year ended September 30, 2007 and highlights key elements of the increase in the City's net assets: Changes in Net Assets For the Fiscal Year Ended September 30, 2007 Governmental Activities Business-Type Activities Total Revenues 2007 2006 2007 2006 2007 2006 Program Revenues: Charges for Services 10,755,338$ 10,082,202$ 96,245,479$ 88,430,022$ 107,000,817$ 98,512,224$ Operating Grants and Contributions 2,038,535 3,144,254 - - 2,038,535 3,144,254 Capital Grants and Contributions 5,271,090 7,477,874 4,041,105 4,677,465 9,312,195 12,155,339 General Revenues: Property Taxes 18,573,309 16,646,519 - - 18,573,309 16,646,519 Sales and Mixed Beverage Taxes 18,449,731 17,082,936 - - 18,449,731 17,082,936 Other Taxes 4,911,446 4,803,758 - - 4,911,446 4,803,758 Interest and Investment Income 4,512,575 3,415,849 1,932,624 1,829,456 6,445,199 5,245,305 Total Revenues 64,512,024 62,653,392 102,219,208 94,936,943 166,731,232 157,590,335 Expenses General Government 7,654,393 7,755,725 - - 7,654,393 7,755,725 Fiscal Services 2,442,439 2,452,442 - - 2,442,439 2,452,442 Police 12,299,698 11,214,413 - - 12,299,698 11,214,413 Fire 9,472,331 8,280,257 - - 9,472,331 8,280,257 Planning and Development Services 1,603,963 1,449,327 - - 1,603,963 1,449,327 Public Works 6,620,846 6,227,707 - - 6,620,846 6,227,707 Parks and Recreation 9,148,511 7,353,984 - - 9,148,511 7,353,984 Information Technology 2,689,720 3,087,596 - - 2,689,720 3,087,596 Interest on Long Term Debt 4,291,022 4,116,871 - - 4,291,022 4,116,871 Unallocated Depreciation 6,026,372 5,759,049 - - 6,026,372 5,759,049 Electric Utility - - 60,242,408 51,250,110 60,242,408 51,250,110 Water Utility - - 8,302,863 7,770,081 8,302,863 7,770,081 Sewer Utility - - 8,179,813 7,973,677 8,179,813 7,973,677 Sanitation Services - - 5,916,431 5,421,624 5,916,431 5,421,624 Parking Operations - - 591,980 621,593 591,980 621,593 Total Expenses 62,249,295 57,697,371 83,233,495 73,037,085 145,482,790 130,734,456 Increase in Net Assets Before Transfers 2,262,729 4,956,021 18,985,713 21,899,858 21,248,442 26,855,879 Transfers Net 10,090,589 8,850,453 (10,090,589) (8,850,453) - - Increase in Net Assets 12,353,318 13,806,474 8,895,124 13,049,405 21,248,442 26,855,879 Net Assets at Beginning of Year 152,454,044 138,647,570 178,679,269 165,629,864 331,133,313 304,277,434 Net Assets at End of Year 164,807,362$ 152,454,044$ 187,574,393$ 178,679,269$ 352,381,755$ 331,133,313$ 8 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas Governmental activities. Governmental activities increased the City of College Station's net assets by $12,353,318 thereby accounting for 58 percent of the total growth in net assets. Key elements of this increase are as follows: • Property taxes increased $1,926,790 (11.6 percent) during the year. This is primarily the result of the total ad valorem assessed valuations increasing by $410 million or 11 percent over fiscal year 2006. • Sales and mixed beverage taxes increased $1,366,795 (8 percent) during the year. This is attributable to continued economic growth in the area. • Capital grants and contributions decreased $2,206,784. Interest and investment income increased $1,096,726. The chart below illustrates the City's governmental revenues by source. For governmental activities overall without regard to program, property tax (25 percent) and sales tax (25 percent) are the largest sources of funds followed by charges for services (14 percent), and grants and contributions (10 percent). All other governmental revenues account for 26 percent of all governmental revenues. City of College Station, Texas Governmental Revenues By Source $74,602,613 14% 25%25% 6% 6% 14% 10%Charges for Services Grants and Contributions Property Tax Sales Tax Other Taxes Investment Income Transfers 9 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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 12,000,000 14,000,000General GovernmentFiscal ServicesPoliceFireDevelopment ServicesPublic WorksParks and RecreationInformation TechnologyInterest on Long-Term DebtUnallocated DepreciationProgram Revenues Program Expenses Business-type activities. Business-type activities increased the City of College Station's net assets by $8,895,124, thereby accounting for 42 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 2007 capital contributions amounted to $4,041,105. • Electric utility expenses experienced an increase of $8,992,298 or 18 percent from fiscal year 2006. This is primarily attributable to purchased power expenses. • Charges for services increased by $7,815,457 or 9 percent from fiscal year 2006 due to utility rate increases and greater than normal utility usage because of higher temperatures. 10 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas Revenues for the City's business-type activities are presented in the following chart. Charges for services provided the largest share of revenues (94 percent) for the City's business-type activities. It was followed by grants and contributions (4 percent) and investment income (2 percent). Business-type Revenues $102,219,208 94% 4%2% 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 70,000,000 80,000,000 Electric Water Sewer Sanitation Northgate Parking Program Revenues Program Expenses 11 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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 $69,453,703. Approximately 32 percent ($21,972,980) 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 ($3,466,058), (2) To liquidate contracts and purchase orders of the prior period ($284,214), (3) For capital improvements ($41,463,816), (4) For permanent cemetery endowments ($1,429,900), (5) For police criminal investigation activity ($28,352), (6) For inventory ($57,977), (7) For Juvenile Case Manager ($169,045), (8) For Court Technology ($197,673), (9) For Court Security ($343,968), and (10) For Court Efficiency ($39,720). Overall, revenues for governmental functions totaled $58,335,248 in the fiscal year ended September 30, 2007, an increase of 8 percent or $4,293,097 from the fiscal year ended September 30, 2006. Expenditures for governmental functions totaling $77,846,797 increased by approximately 9.5 percent ($6,726,634) from the fiscal year ended September 30, 2006. In fiscal year 2007, expenditures for governmental functions exceeded revenues by $19,511,549. That amount was 14 percent more than the previous year's amount of $17,078,012. 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 $11,824,140 while the total fund balance reached $12,932,589. The City's fiscal and budgetary policies require that the 12 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas 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 24 percent of fiscal year 2007 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 26 percent of total general fund expenditures, while total fund balance represents 28 percent. 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 increased by $1,960,581 during the current fiscal year. Key factors in this change were as follows: • Overall revenues were up by approximately 8 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. • Other financing sources were up by 28 percent, primarily due to an increase in transfers in from the utility funds. The Debt Service Fund ended the fiscal year with a fund balance of $3,466,058. This entire amount is reserved for the payment of debt service. The net increase in fund balance during the current fiscal year was $393,283. A $1,216,592 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 $21,807,526. 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 $2,241,930. This decrease is attributable to proceeds received from long term debt being spent on streets capital projects during fiscal year 2007. 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 $184,738,367. Approximately 19 percent ($35,202,236) of this total amount constitutes unrestricted net assets. The remainder of net assets for the proprietary funds, $149,536,131, is reported as follows: (1) Invested in capital assets, net of related debt ($146,479,775), and (2) Restricted for debt service ($3,056,356). Operating revenues for proprietary activities totaled $95,012,575 for the fiscal year, an increase of 9 percent or $7,926,022 from the previous fiscal year. Operating expenses increased $10,147,227 or 14.7 percent for the same period causing operating income to decrease $2,221,205 or 12.1 percent from the previous year. The proprietary funds reported net nonoperating expenses of $1,699,497 at the end of fiscal year 2007 as compared to net nonoperating expenses of $1,701,141 in the previous fiscal year. Net assets increased 13 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas $8,321,691 in fiscal year 2007. This is $4,094,089 less than the increase reported in fiscal year 2006. Electric Fund At the end of the fiscal year, the unrestricted net assets for the Electric Fund totaled $6,828,810. The electric utility ended the fiscal year with working capital of $10,311,581, a decrease of 13 percent from fiscal year 2006. 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, 2007, Electric Fund working capital equaled approximately 17 percent of annual operating expenses. Electric Fund operating revenues increased by 12.5 percent ($7,464,040) during fiscal year 2007, while operating expenses increased 17.7 percent ($8,867,350) during the same period. This resulted in a 14.4 percent decrease ($1,403,310) in operating income. The decrease in operating income is also attributable to an increase in operating expense due to anticipated higher purchased power costs. The above resulted in an increase in net assets of $2,281,664 in the Electric Fund during the fiscal year. Water Fund Unrestricted net assets for the Water Fund at September 30, 2007 were $10,307,084. Working capital in the Water Fund at the end of fiscal year 2007 was $5,429,058, an increase of approximately 31 percent from fiscal year 2007. Water Fund working capital was 83 percent of total operating expense and exceeds the minimum 15 percent requirement under the Council's adopted policy. Water Fund operating revenues decreased by 7 percent ($725,220) during fiscal year 2007. Operating expenses increased 6 percent ($349,838) over fiscal year 2006. This resulted in operating income decreasing by $1,075,058 in fiscal year 2007. The Water Fund's net assets increased $2,356,697 during the fiscal year, a 42 percent decrease over the previous year. Sewer Fund The Sewer Fund's unrestricted net assets at the end of fiscal year 2007 were $7,652,853. The Sewer Fund ended the fiscal year with a working capital balance of $7,117,843, which was 29 percent above fiscal year 2006. Sewer Fund working capital was 105 percent of total operating expenses and is well above the minimum requirement for the fund. Operating revenues in the Sewer Fund were $10,541,962, a $385,271 (4 percent) increase over the previous fiscal year. Operating expenses increased from $6,532,291 to $6,791,966 or 4 percent while operating income increased by 3 percent from $3,624,400 to $3,749,996. 14 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas BUDGETARY HIGHLIGHTS The final amended budget for fiscal year 2007 totaled $235,707,964 for all funds. Of this amount $165,952,638 (70.41 percent) was budgeted for operations and maintenance expenditures, and $69,755,326 (29.59 percent) was budgeted for capital improvement projects. In the General Fund the final revised budgeted change in fund balance was $1,132,850 lower than the original budgeted change and the significant items that comprise this difference can be briefly summarized as follows: • $481,285 - Encumbrances rolled over from prior fiscal year. • $169,025 - Appropriation for Gainsharing allocations to City of College Station employees. • $95,000 - Appropriation for low-band AM Radio Station. • $68,685 - Appropriation for Police Department Vehicle Camera upgrade. • $80,000 - Appropriation for East Side Traffic Study. • $45,548 - Appropriation for the Fire Department Wellness Program. In the General Fund the actual change in fund balance was $4,250,578 higher than the final revised budgeted change and the significant items that comprise this difference can be briefly summarized as follows: • $623,867 - Additional tax revenue generated primarily from higher sales tax and ad valorem revenues. • $434,376 - Due in part to lower expenditures related to economic development incentive outlays that were budgeted for and did not occur in FY07. • $602,004 - Lower expenditures than budgeted in the Public Works Department due to less spending on Street operations and facilities maintenance, and staff vacancies in the Engineering Division. • $391,485 - Lower expenditures in the Planning and Development Services Department due to staff vacancies and for expenditures related to the comprehensive plan update that did not occur. • $420,721 - Lower expenditures in Information Technology due to a staff vacancy in Neighborhood Services, lower expenditures on computer hardware and software and the delay of the AM Radio Station project. Strategic planning is a driving force in the preparation of the City's budget. The City Council has identified the following five areas of strategic priority, under which are listed some of the key items in the fiscal year 2007 budget: Core Services Core services include police, fire and emergency management services; traffic and drainage services; the City's administrative services; electric, water, sewer and sanitation services; and capital projects for each of these areas. Key items included in the 2007 fiscal year budget included: • Additional resources for the addition of six police officers, • Funding for three fire fighters to continue adding the staff necessary for the dedicated ladder truck company, • Resources for infrastructure improvements to streets and utilities, • Resources to fund the market based pay plan for City employees, and 15 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas • Resources to fund repairs and enhancements to existing park facilities. Parks and Leisure Services The City of College Station Parks and Recreation Department provides parks and leisure service activities in College Station. The following are some of the highlights included in the 2007 fiscal year budget: • Additional resources for the operations and maintenance of Veterans Park Phase 2 - a regional recreational facility, • Resources for the concessions operation, and • Resources for improvements to athletic league programs. Planning & Development Services The Planning and Development Services Department provides services to plan and develop a sustainable community balancing neighborhood and community interests. The fiscal year 2007 budget included the following: • Resources for an additional Assistant Director of Planning and Development, • Resources for the second phase of the Comprehensive Plan update, and • Resources for annexation planning. Economic Development To encourage further economic development in the City, resources for Economic Development initiatives were included in the budget. The fiscal year 2007 budget included the following: • Resources for wayfinding signage to help visitors find points of interest in the area, and • Resources for the development of an economic development plan as part of the comprehensive plan update. 16 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas CAPITAL ASSETS The City of College Station's investment in capital assets for its governmental and business-type activities as of September 30, 2007 amounted to $421,616,077 (net of accumulated depreciation). This investment in capital assets includes land, utility systems, buildings and building improvements, improvements other than buildings, machinery and equipment, infrastructure, and construction in progress. Capital Assets at Year End Net of Accumulated Depreciation Governmental Business-Type Activities Activities Total Land 28,010,449$ 690,707$ 28,701,156$ Utility Systems - 171,674,689 171,674,689 Buildings and Building Improvements 15,885,433 4,891,977 20,777,410 Improvements Other than Buildings 13,980,837 - 13,980,837 Machinery and Equipment 13,622,689 59,476 13,682,165 Infrastructure 86,525,489 - 86,525,489 Construction in Progress 27,616,670 58,657,661 86,274,331 185,641,567$ 235,974,510$ 421,616,077$ Major capital projects completed by the City during the 2007 fiscal year include the following: • Jones Butler Street Extension ($1,467,042), • University Drive Sidewalk Improvements ($140,958), • Hwy 30/60 Infrastructure Improvements ($4,850,000), • Lincoln Center Parking Cover ($60,500), • Lincoln Center Splash Park ($256,144), • Wolf Pen Creek Amphitheater Improvements ($1,168,581), • PARD Automation ($133,000), • Dowling Road Chemical System Piping Replacement ($3,519,780), • Sandy Point Pump Station and Wellfield Erosion Improvements ($255,901), • Rock Prairie Road Water Service Extension ($1,531,098), • Northeast Trunkline Sewer Rehabilitation ($633,517), • Steeplechase Impact Fee Sewer Line ($1,156,211), • Sludge Processing Improvements ($3,001,873), and • Nantucket Sewer Package Plant ($164,000). Of significance is $9,312,195 in developer capital contributions during fiscal year 2007. These contributions accounted for approximately 30 percent of the $31.085 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 49. 17 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas DEBT ADMINISTRATION At the end of the 2007 fiscal year, the City of College Station had total debt outstanding of $202,675,000. Of this amount, $97,460,000 (48 percent) comprised debt backed by the full faith and credit of the City. The remaining debt is revenue bonds secured by specified revenue sources. Year-End Outstanding Debt Payable Governmental Business-Type Activities Activities Total General Obligation Bonds 55,720,000$ -$ 55,720,000$ Revenue Bonds - 105,215,000 105,215,000 Certificates of Obligation 41,740,000 - 41,740,000 97,460,000$ 105,215,000$ 202,675,000$ The City's total debt increased by $13,895,000 (7.4 percent) during the current fiscal year. The change in total debt was a result of the following: • Issuance of $10,255,000 in general obligation refunding bonds, $3,930,000 in general obligation improvement bonds, $3,960,000 in certificates of obligation, $18,665,000 in utility revenue system revenue bonds; and • Retirement/defeasance of $12,300,000 in general obligation bonds, $5,705,000 in certificates of obligation, and the retirement of $4,910,000 in utility revenue bonds. As a result of the issuance of the general obligation refunding bonds, the City will reduce its total debt service payments over the next ten (10) years by approximately $651,000. 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 51-55 of this report. OTHER POST-EMPLOYMENT BENEFITS (“OPEB”) The Governmental Accounting Standards Board Statement No. 45 establishes standards for the measurement, recognition, and display of the OPEB expense and related liabilities, note disclosures, and required supplementary information in the financial reports of state and local governments. The City is considered a phase II government under Statement No. 45 and is not required to implement the standard until fiscal year 2009. In order to take a proactive approach to understanding and addressing the City’s OPEB liability, on May 24, 2006, the City issued a request for proposals for an actuarial analysis of future liabilities for Other Post-Employment Benefits under GASB 45. The actuarial firm of Rudd and Wisdom, Inc. was chosen to perform the study, and on December 14, 2006 they delivered a pro forma study to the City. This study: 1) outlines actuarial cost methods and past-service liability actuarial amortization methods available to the City, 2) reviews the actuarial assumptions and data used in the study, 3) discusses the effect of prefunding 18 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas the annual required contribution, 4) discusses the current plan structure, 5) discusses design options, and 6) outlines the steps the City needs to take prior to implementing GASB 45. City staff has performed an initial review of the pro forma study and a preliminary discussion with the actuary has taken place. At this point staff plans are to: 1) evaluate, with the assistance of the actuary and our benefits consultant, the impact of changes to the current plan structure, 2) evaluate, with the assistance of the City’s financial advisor, possible funding options, and 3) prepare and present a comprehensive overview with recommendations and a funding strategy to the City Council. The study included pro forma valuation results as of October 1, 2005. The present value of future benefits totaled $22,834,808. The annual OPEB cost for FYE 9/30/2006 was calculated under the following 3 cost methods: 1) Aggregate Method = $3,045,050, 2) PUC-ARFS Method = $2,338,410, and 3) FEAN-30 year Method = $1,953,445. 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 62 percent for the period of 1990 through 2007, • An approximate $410 million increase to the ad valorem tax base during the fiscal year, • A local economy that has maintained an annual unemployment rate of less than 5 percent since 1990, and • Sales tax revenue that grew by 7.9 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. The Fiscal Year 2008 budget was prepared with the key goal of focusing the resources of the organization to improve the quality of life in College Station at a reasonable cost. 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 2008 fiscal year is $0.4394 per $100 valuation ($0.1933 for operations and maintenance and $0.2461 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 2008 budget includes a 9 percent increase in the Electric Fund. This rate increase is needed to meet the operating, capital and debt service coverage requirements in the fund and to ensure continued high quality service is provided as the community continues to grow. The 2008 budget does not include a rate increase in the Water Fund, Sewer Fund, Sanitation Fund, or Drainage Fund. The fiscal year 2008 budget for capital improvements totals $45,761,725. The City anticipates significant expenditures for infrastructure rehabilitation and improvements on projects in the Northgate area and continued improvements in the Southside area. These projects include rehabilitation of utilities, drainage ways, and streets. Some of the more significant projects are as follows (amounts presented reflect appropriations over the life of the project): 19 Management's Discussion and Analysis For the Fiscal Year Ended September 30, 2007 (Unaudited) City of College Station, Texas • Street Rehabilitation in the Southside Area ($3.7 million), • Street Rehabilitation in the Northgate Area ($3.9 million), • Extension of Dartmouth Drive ($3.6 million), • Arrington Road/Decatur Extension Design ($4.1 million), • Rock Prairie Road Widening Design and Land ($2.9 million), • Barron Road Improvements ($3.0 million), • William D. Fitch Widening Phase II ($3.3 million), • Bike Loop Completion ($1.5 million), • New Forestry Shop ($830,000), • University Park Development ($400,000), • Woodland Hills Development ($315,000), • Edelweiss Gartens Park Development ($366,000), • Southwood Valley Little League Lights ($400,000), • Police Station New Addition and Renovation ($3.6 million), • Fire Station #3 Relocation ($2.7 million), • Municipal Facility Improvements ($1.75 million), • Well #7 ($3.0 million), • Parallel Wellfield Collection Line Phase I ($4.3 million), • Land Acquisition – 5 Well Sites ($3.5 million), • Arrington Road Water Service Extension ($745,000), • Carter Creek Wastewater Treatment Plant UV Improvements ($1.9 million), • Carter Creek Wastewater Treatment Plant Pavement Repairs /Parking ($586,000), • Rehabilitation of 3 Lift Stations ($400,000), and • Bee Creek Combined Drainage Improvements ($3.1 million). The City plans to issue $5,494,000 in general obligation bonds from the 2003 bond authorization for the following: $4,354,000 for street improvements, $600,000 for traffic signals and safety system improvement projects, $500,000 for Sidewalk Improvement and Hike and Bike Trail projects, and $40,000 for parks projects. The City also plans to issue $9,690,000 in certificates of obligations for the following: $1,175,000 for Parks and Recreation projects, $150,000 for street improvements, $5,525,000 for the new cemetery, $2,490,000 for the radio system replacement project, $250,000 for municipal building improvements, and $100,000 for technology projects. The City also plans to issue $29,250,000 in utility revenue bonds for the following: $10,950,000 for electric capital projects, $15,100,000 for water capital projects, and $3,200,000 for wastewater capital projects. REQUESTS FOR INFORMATION This financial report is designed to provide a general overview of the City of College Station's financial position for all who have an interest in the City's finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to: City of College Station Fiscal Services Department ATTN: Chief Financial Officer P.O. Box 9960 College Station, Texas 77842-9960 or visit our website at http://www.cstx.gov. 20 CITY OF COLLEGE STATION FINANCIAL STATEMENTS CITY OF COLLEGE STATION, TEXAS Statement of Net Assets As of September 30, 2007 Governmental Business-type Activities Activities Total Assets Equity in Cash and Cash Equivalents 48,383,427$ 13,429,310$ 61,812,737$ Equity in Investments 33,607,888 9,328,374 42,936,262 Receivables, net 4,303,837 13,631,527 17,935,364 Internal Balances (2,328,531) 2,328,531 - Inventories 234,610 1,771,975 2,006,585 Prepaid Costs 564,775 - 564,775 Restricted Assets: Temporarily Restricted: Equity in Cash and Cash Equivalents 384,903 13,355,183 13,740,086 Equity in Investments 267,365 9,276,883 9,544,248 Receivables, net - 50,562 50,562 Permanently Restricted: Equity in Cash and Cash Equivalents 838,672 - 838,672 Equity in Investments 582,565 - 582,565 Receivables, net 7,377 - 7,377 Inventory 1,275 - 1,275 Equity in Joint Venture - 8,648,008 8,648,008 Deferred Issuance Costs, net 250,755 821,647 1,072,402 Capital Assets: Land and Construction in Progress 55,627,119 59,348,368 114,975,487 Other Capital Assets, net of accumulated depreciation 130,014,448 176,626,142 306,640,590 Total Assets 272,740,485 308,616,510 581,356,995 Liabilities Accounts Payable 3,692,048 11,855,457 15,547,505 Retainage Payable 600,831 541,672 1,142,503 Refundable Deposits 31,750 - 31,750 Claims Payable 580,208 - 580,208 Accrued Liabilities 2,091,052 687,512 2,778,564 Customer Construction Advances 70,023 92,544 162,567 Unearned Revenues 95,427 95,427 Liabilities Payable from Restricted Assets: Accounts Payable (11) 836 825 Accrued Interest Payable 643,271 796,901 1,440,172 Accrued Liabilities - 15,836 15,836 Refundable Deposits - 1,455,935 1,455,935 Non-Current Liabilities: Due within one year: Compensated Absences 96,651 22,510 119,161 Bonds and Certificates of Obligation Payable 8,875,000 5,655,000 14,530,000 Due in more than one year: Bonds and Certificates of Obligation Payable 88,585,000 99,560,000 188,145,000 Deferred Charge - Refunding (454,088) - (454,088) Unamortized Premium/Discount on Bonds 342,511 (165,212) 177,299 Claims Payable 605,819 - 605,819 Compensated Absences 2,173,058 427,699 2,600,757 Total Liabilities 107,933,123 121,042,117 228,975,240 Net Assets Invested in Capital Assets, net of related debt 113,750,039 147,043,092 260,793,131 Restricted for: Debt Service 2,822,787 3,056,356 5,879,143 Perpetual Care - Nonexpendable 1,429,900 - 1,429,900 Other 836,735 - 836,735 Unrestricted 45,967,901 37,474,945 83,442,846 Total Net Assets 164,807,362$ 187,574,393$ 352,381,755$ The notes to the financial statements are an integral part of this statement. 21 CITY OF COLLEGE STATION, TEXAS Statement of Activities For the Year Ended September 30, 2007 Program Revenues Operating Capital Charges for Grants and Grants and Functions/Programs Expenses Services Contributions Contributions Governmental activities: General Government $ 7,654,393 $ 1,586,076 $ 1,757,828 $ - Fiscal Services 2,442,439 409,100 - - Police 12,299,698 3,618,236 95,630 - Fire 9,472,331 1,215,387 185,077 - Planning and Development Services 1,603,963 1,306,690 - - Public Works 6,620,846 1,199,565 - 5,271,090 Parks and Recreation 9,148,511 1,420,284 - - Information Technology 2,689,720 - - - Interest on long-term debt 4,291,022 - - - Unallocated Depreciation 6,026,372 - - - Total governmental activities 62,249,295 10,755,338 2,038,535 5,271,090 Business-type activities: Electric 60,242,408 67,462,075 - 1,571,741 Water 8,302,863 10,060,398 - 1,254,490 Sewer 8,179,813 10,590,688 - 1,214,874 Sanitation 5,916,431 7,512,194 - - Northgate Parking 591,980 620,124 - - Total business-type activities 83,233,495 96,245,479 - 4,041,105 Total primary government $ 145,482,790 $ 107,000,817 $ 2,038,535 $ 9,312,195 General Revenue: Property taxes Sales and Mixed Beverage taxes Franchise taxes Hotel taxes Unrestricted investment earnings Transfers Total general revenues and transfers Change in net assets Net assets - beginning Net assets - ending The notes to the financial statements are an integral part of this statement. 22 Net Revenue (Expense) and Changes in Net Assets Governmental Business-type Activities Activities Total $ (4,310,489) $ - $ (4,310,489) (2,033,339) - (2,033,339) (8,585,832) - (8,585,832) (8,071,867) - (8,071,867) (297,273) - (297,273) (150,191) - (150,191) (7,728,227) - (7,728,227) (2,689,720) - (2,689,720) (4,291,022) - (4,291,022) (6,026,372) - (6,026,372) (44,184,332) - (44,184,332) - 8,791,408 8,791,408 - 3,012,025 3,012,025 - 3,625,749 3,625,749 - 1,595,763 1,595,763 - 28,144 28,144 - 17,053,089 17,053,089 (44,184,332) 17,053,089 (27,131,243) 18,573,309 - 18,573,309 18,449,731 - 18,449,731 1,931,196 - 1,931,196 2,980,250 - 2,980,250 4,512,575 1,932,624 6,445,199 10,090,589 (10,090,589) - 56,537,650 (8,157,965) 48,379,685 12,353,318 8,895,124 21,248,442 152,454,044 178,679,269 331,133,313 $ 164,807,362 $ 187,574,393 $ 352,381,755 23 CITY OF COLLEGE STATION, TEXAS Balance Sheet Governmental Funds As of September 30, 2007 General Debt Service Streets Projects Other Governmental Funds Total Governmental Funds Assets Equity in Cash and Cash Equivalents $ 7,912,857 $ 2,060,709 $ 13,396,609 $ 18,880,865 $ 42,251,040 Equity in Investments 5,496,492 1,431,426 9,305,660 13,115,179 29,348,757 Receivables Accrued Interest 45,805 13,043 85,378 117,358 261,584 Grants 9,566 - - 411,608 421,174 Letter of Credit 25,000 - - - 25,000 Accounts 965,652 - 669,206 256,962 1,891,820 Taxes 1,945,965 248,404 - - 2,194,369 Other 20,854 - - - 20,854 Less Allowance for Uncollectible Accounts (497,015) - - (77,939) (574,954) Due from Other Funds 81,459 - - - 81,459 Inventories 57,977 - - 1,275 59,252 Prepaid Costs 28,797 - 535,978 - 564,775 Restricted Assets Equity in Cash and Cash Equivalents 384,903 - - - 384,903 Equity in Investments 267,365 - - - 267,365 Total Assets $ 16,745,677 $ 3,753,582 $ 23,992,831 $ 32,705,308 $ 77,197,398 Liabilities and Fund Balances Accounts Payable $ 641,294 $ - $ 1,647,837 $ 786,526 $ 3,075,657 Retainage Payable 11,449 - 118,696 470,686 600,831 Interfund Payable - - - 200,000 200,000 Refundable Deposits 31,750 - - - 31,750 Accrued Liabilities 1,936,173 39,120 - 244 1,975,537 Customer Construction Advances 24,763 - 45,260 - 70,023 Other Deferred Revenues 1,167,659 248,404 373,512 322 1,789,897 Total Liabilities 3,813,088 287,524 2,185,305 1,457,778 7,743,695 Fund Balances Reserved 1,108,449 3,466,058 21,807,526 21,098,690 47,480,723 Unreserved, Undesignated General Fund 11,824,140 - - - 11,824,140 Special Revenue Funds - - - 10,148,840 10,148,840 Total Fund Balances 12,932,589 3,466,058 21,807,526 31,247,530 69,453,703 Total Liabilities and Fund Balances $ 16,745,677 $ 3,753,582 $ 23,992,831 $ 32,705,308 $ 77,197,398 The notes to the financial statements are an integral part of this statement. 24 CITY OF COLLEGE STATION, TEXAS Reconciliation of Governmental Funds Balance Sheet to the Statement of Net Assets As of September 30, 2007 Amounts reported for governmental activities in the statement of net assets are different because: Total Fund Balance per balance sheet: 69,453,703$ Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. 174,186,433 Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds. 1,789,897 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. 19,213,433 Long-term liabilities, including bonds payable, are not due and payable in the current period and therefore are not reported in the funds. (100,198,436) The issuance of debt is treated as an other financing source, and therefore is not capitalized and amortized over the life of the debt. The premium on issued debt is treated as an other financing source and thus is not amortized annually. Refunding debt is treated as an other financing use and is not treated as a deferred charge and amortized over the life of the debt. 362,332 Net Assets of governmental activities: 164,807,362$ The notes to the financial statements are an integral part of this statement. 25 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenditures, and Changes in Fund Balances Governmental Funds For the Fiscal Year Ended September 30, 2007 General Debt Service Streets Projects Other Governmental Funds Total Governmental Funds Revenues Taxes $ 28,078,867 $ 10,030,752 $ - $ 3,824,867 $ 41,934,486 Licenses and Permits 1,191,105 - - - 1,191,105 Intergovernmental 630,937 - 14,287 1,393,311 2,038,535 Charges for Services 3,160,229 - - 179,123 3,339,352 Fines, Forfeits and Penalties 3,256,488 - - - 3,256,488 Special Assessments - - - 1,199,565 1,199,565 Investment Income 817,323 313,850 1,218,581 1,515,043 3,864,797 Rents and Royalties 261,225 - - - 261,225 Contributions 31,605 - - - 31,605 Reimbursed Expenditures 18,073 - 372,191 89,411 479,675 Other 216,027 - 25,000 497,388 738,415 Total Revenues 37,661,879 10,344,602 1,630,059 8,698,708 58,335,248 Expenditures Current General Government 4,063,758 - 63,193 22,149 4,149,100 Fiscal Services 3,007,524 - 235 5,789 3,013,548 Police 12,556,678 - - - 12,556,678 Fire 9,622,195 - - - 9,622,195 Planning and Development Services 2,008,901 - - - 2,008,901 Public Works 7,439,609 - - 1,245 7,440,854 Parks and Recreation 8,161,568 - - 6,289 8,167,857 Information Services 3,070,524 - - - 3,070,524 Library 912,527 - - - 912,527 Community Development Block Grant - - - 215,707 215,707 Home Grant - - - 323,811 323,811 Reimbursed Administrative (6,566,168) - 836,011 2,425,117 (3,305,040) Contributions 983,520 - - 1,422,500 2,406,020 Other 126,843 - - 21,017 147,860 Capital Outlay 514,359 - 5,326,536 8,372,679 14,213,574 Debt Service Principal Retirement - 7,820,000 - - 7,820,000 Interest Payments - 4,212,245 - - 4,212,245 Fiscal Charges - 421,415 5,867 100,524 527,806 Intergovernmental - - 342,630 - 342,630 Total Expenditures 45,901,838 12,453,660 6,574,472 12,916,827 77,846,797 Deficiency of Revenues Under Expenditures (8,239,959) (2,109,058) (4,944,413) (4,218,119) (19,511,549) Other Financing Sources (Uses) Issuance of Debt - - 2,700,000 5,190,000 7,890,000 Issuance of Refunding Debt - 10,255,000 - - 10,255,000 Premium on bonds Issued - 373,648 - - 373,648 Payment to refunded bond escrow agent - (10,451,378) - - (10,451,378) Sale of Capital Assets 318,103 - - - 318,103 Transfers In 9,928,988 2,325,071 2,483 2,798,393 15,054,935 Transfers Out (46,551) - - (1,974,627) (2,021,178) Total Other Financing Sources 10,200,540 2,502,341 2,702,483 6,013,766 21,419,130 Net Change in Fund Balances 1,960,581 393,283 (2,241,930) 1,795,647 1,907,581 Fund Balances, October 1 10,972,008 3,072,775 24,049,456 29,451,883 67,546,122 Fund Balances, September 30 $ 12,932,589 $ 3,466,058 $ 21,807,526 $ 31,247,530 $ 69,453,703 The notes to the financial statements are an integral part of this statement. 26 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, 2007 Amounts reported for governmental activities in the statement of activities are different because: Net change in fund balance - total governmental funds: 1,907,581$ 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. 6,586,062 The effect of various miscellaneous transactions involving capital assets is to increase net assets. 4,652,941 Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. 289,513 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. (140,000) 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. 30,585 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. (973,364) Change in Net Assets of governmental activities: 12,353,318$ The notes to the financial statements are an integral part of this statement. 27 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets Proprietary Funds As of September 30, 2007 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 $6,297,443 $2,594,887 $3,651,944 $728,648 $13,272,922 $ 7,127,447 Equity in Investments 4,374,380 1,802,481 2,536,743 506,139 9,219,743 4,950,327 Restricted Assets Equity in Cash and Cash Equivalents 1,692,227 1,452,748 1,513,925 - 4,658,900 - Equity in Investments 1,173,265 1,009,119 1,051,614 - 3,233,998 - Accrued Interest Receivable (3,172) 36,421 17,313 - 50,562 - Receivables Accrued Interest 77,126 18,427 29,341 4,999 129,893 45,084 Accounts 10,656,901 1,449,835 1,464,061 964,474 14,535,271 59,069 Notes - - - 12,522 12,522 - Other 1,100,134 - - - 1,100,134 14,225 Less Allowance for Uncollectible Accounts (1,838,175) (78,709) (152,936) (99,216) (2,169,036) (24,268) Inventories 1,407,854 313,728 45,318 5,075 1,771,975 176,633 Prepaid Costs - - - - - - Total Current Assets 24,937,983 8,598,937 10,157,323 2,122,641 45,816,884 12,348,517 Noncurrent Assets Restricted Assets Equity in Cash and Cash Equivalents 1,048,445 5,370,203 2,277,635 - 8,696,283 - Equity in Investments 730,482 3,730,294 1,582,109 - 6,042,885 - Total Restricted Assets 1,778,927 9,100,497 3,859,744 - 14,739,168 - Advance to Other Funds 200,000 - - - 200,000 - Equity in Joint Venture - - - 8,648,008 8,648,008 - Deferred Charges Bond Issuance Costs 338,205 380,286 407,583 - 1,126,074 - Accumulated Amortization (84,819) (101,100) (118,508) - (304,427) - Total Deferred Charges 253,386 279,186 289,075 - 821,647 - Property and Equipment Utility Plant 112,214,133 79,216,419 79,065,421 - 270,495,973 - Buildings - - - 5,743,755 5,743,755 786,525 Machinery and Equipment - - - 1,332,577 1,332,577 29,545,109 Accumulated Depreciation (49,854,705) (25,849,761) (23,680,135) (2,124,879) (101,509,480) (19,205,921) Construction in Progress 12,015,223 30,884,503 15,753,605 4,330 58,657,661 892,738 Land - - - 690,707 690,707 - Total Property and Equipment 74,374,651 84,251,161 71,138,891 5,646,490 235,411,193 12,018,451 Total Noncurrent Assets 76,606,964 93,630,844 75,287,710 14,294,498 259,820,016 12,018,451 Total Assets 101,544,947 102,229,781 85,445,033 16,417,139 305,636,900 24,366,968 Liabilities Current Liabilities Accounts Payable 11,162,744 364,241 231,936 65,531 11,824,452 647,384 Retainage Payable 230,771 194,955 115,946 - 541,672 - Interfund Payable - - - - - 81,459 Accrued Liabilities 345,363 67,594 85,385 137,849 636,191 263,487 Customer Construction Advances 24,382 44,801 23,361 - 92,544 - Other Deferred Revenues 822 - - 94,605 95,427 - Claims Payable - - - - - 580,208 Payable from Restricted Assets Accounts Payable 836 - - - 836 - Accrued Interest Payable 203,025 331,653 262,223 - 796,901 - Accrued Liabilities 13,174 - 2,662 - 15,836 - Refundable Deposits 1,207,935 236,950 - 11,050 1,455,935 - Revenue Bonds 1,437,350 1,929,685 2,317,967 - 5,685,002 - Total Current Liabilities 14,626,402 3,169,879 3,039,480 309,035 21,144,796 1,572,538 Noncurrent Liabilities Claims Payable - - - - - 605,819 Revenue Bonds 25,948,866 41,423,461 32,157,671 - 99,529,998 - Unamortized Premium/Discount on Bonds (67,997) (5,821) (91,394) - (165,212) - Accrued Vacation 172,714 87,048 81,064 48,125 388,951 139,151 Total Noncurrent Liabilities 26,053,583 41,504,688 32,147,341 48,125 99,753,737 744,970 Total Liabilities 40,679,985 44,674,567 35,186,821 357,160 120,898,533 2,317,508 28 CITY OF COLLEGE STATION, TEXAS Statement of Net Assets Proprietary Funds As of September 30, 2007 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Net Assets Invested in Capital Assets, net of related debt 53,369,503 46,769,883 40,693,899 5,646,490 146,479,775 12,018,451 Restricted for: Debt Service 666,649 478,247 1,911,460 - 3,056,356 - Unrestricted 6,828,810 10,307,084 7,652,853 10,413,489 35,202,236 10,031,009 Total Net Assets $60,864,962 $57,555,214 $50,258,212 $16,059,979 $184,738,367 $ 22,049,460 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds: 2,836,026 Net assets business-type activities:$187,574,393 The notes to the financial statements are an integral part of this statement. 29 CITY OF COLLEGE STATION, TEXAS Statement of Revenues, Expenses, and Changes in Fund Net Assets Proprietary Funds For the Fiscal Year Ended September 30, 2007 Governmental Business-type Activities - Enterprise Funds Activities Electric Water Sewer Other Enterprise Funds Total Enterprise Funds Internal Service Funds Operating Revenues Electric Sales $ 65,831,537 $ - $ - $ - $ 65,831,537 $ - Water Sales - 9,258,104 - - 9,258,104 - Sewer Service - - 10,283,758 - 10,283,758 - Garbage Collection Fees - - - 6,419,816 6,419,816 - Charges for Services - - - 616,981 616,981 9,342,705 Premiums - - - - - 7,259,826 Other 1,483,021 796,496 258,204 64,658 2,602,379 252,503 Total Operating Revenues 67,314,558 10,054,600 10,541,962 7,101,455 95,012,575 16,855,034 Operating Expenses Electric Operations 54,542,429 - - - 54,542,429 - Salaries and Benefits - 1,568,699 2,005,877 1,936,009 5,510,585 2,734,492 Supplies - 64,343 349,234 309,185 722,762 935,302 Maintenance - 31,997 106,534 597,638 736,169 330,869 Purchased Professional Services - 117,997 170,884 514,680 803,561 81,345 Purchased Property Services - 948,465 696,425 1,596,481 3,241,371 99,584 Other Purchased Services - 162,829 203,657 910,763 1,277,249 655,541 Claims - - - - - 4,798,318 Administration Fees - - - - - 447,892 Premiums - - - - - 817,714 Reimbursed Administrative - 1,582,598 885,798 609,607 3,078,003 1,084,533 Contributions - - - - - 455,720 Depreciation 4,398,815 2,029,849 2,329,751 163,671 8,922,086 2,619,774 Other - 32,971 43,806 38,075 114,852 113,369 Total Operating Expenses 58,941,244 6,539,748 6,791,966 6,676,109 78,949,067 15,174,453 Operating Income 8,373,314 3,514,852 3,749,996 425,346 16,063,508 1,680,581 Nonoperating Revenues (Expenses) Investment Income 889,687 472,381 488,771 63,682 1,914,521 665,881 Reimbursed Expenses 147,517 5,798 2,986 2,280 158,581 18,349 Earnings in Joint Venture - - - 1,025,440 1,025,440 - Interest Expense (1,224,755) (1,705,470) (1,507,068) - (4,437,293) - Other, Net (228,206) (131,619) 45,740 (46,661) (360,746) 185,591 Total Nonoperating Revenues (Expenses)(415,757) (1,358,910) (969,571) 1,044,741 (1,699,497) 869,821 Income Before Capital Contributions and Transfers 7,957,557 2,155,942 2,780,425 1,470,087 14,364,011 2,550,402 Capital Contributions and Transfers Capital Contributions 1,571,741 1,254,490 1,214,874 - 4,041,105 - Transfers In - - - - - 23,349 Transfers Out (7,247,634) (1,053,735) (1,360,556) (421,500) (10,083,425) (2,973,681) Total Capital Contributions and Transfers (5,675,893) 200,755 (145,682) (421,500) (6,042,320) (2,950,332) Change in Net Assets 2,281,664 2,356,697 2,634,743 1,048,587 8,321,691 (399,930) Beginning Net Assets 58,583,298 55,198,517 47,623,469 15,011,392 22,449,390 Ending Net Assets $ 60,864,962 $ 57,555,214 $ 50,258,212 $ 16,059,979 $ 22,049,460 Adjustment to reflect the consolidation of internal service fund activities related to enterprise funds: 573,433 Change in net assets of business-type activities:$ 8,895,124 The notes to the financial statements are an integral part of this statement. 30 31 Governmental Activities Other Total Internal Enterprise Enterprise Service Electric Water Sewer Funds Funds Funds Cash Flows from Operating Activities: Cash Received from Customers 65,241,601$ 10,087,441$ 10,394,371$ 6,897,640$ 92,621,053$ 16,856,750$ Cash Payments to Suppliers for Goods and Services (51,524,229) (4,243,173) (3,223,938) (4,628,121) (63,619,461) (9,436,090) Cash Payments to Employees for Services (2,606,517) (1,526,619) (1,996,564) (1,921,305) (8,051,005) (2,713,550) Customer Deposits Received 227,291 39,009 - 2,760 269,060 - Cash Received for Reimbursed Expenses 147,517 5,798 2,986 2,280 158,581 18,350 Cash Received for Miscellaneous Revenues - - 25,772 3,142 28,914 187,475 Cash Received from Other Funds - - - - - 15,642 Cash Paid for Miscellaneous Expenses (202,032) (145,811) - (51,864) (399,707) - Net Cash Provided by Operating Activities 11,283,631 4,216,645 5,202,627 304,532 21,007,435 4,928,577 Cash Flows from Noncapital Financing Activities: Transfers In from Other Funds - - - - - 23,349 Transfers Out to Other Funds (7,247,634) (1,053,735) (1,360,556) (421,500) (10,083,425) (2,973,681) Net Cash Provided (Used) by Noncapital Financing Activities (7,247,634) (1,053,735) (1,360,556) (421,500) (10,083,425) (2,950,332) Cash Flows from Capital and Related Financing Activities: Acquisition and Construction of Capital Assets (11,277,409) (6,026,914) (5,678,043) (37,507) (23,019,873) (4,689,657) Proceeds from Sale of Assets - - - 18,943 18,943 313,713 Principal Paid on Revenue Bonds (1,399,266) (1,508,274) (2,002,460) - (4,910,000) - Interest Paid on Revenue Bonds (1,192,437) (1,632,030) (1,429,107) - (4,253,574) - Proceeds from Revenue Bonds 2,500,000 10,750,000 5,300,000 - 18,550,000 - Net Cash Provided (Used) by Capital and Related Financing Activities (11,369,112) 1,582,782 (3,809,610) (18,564) (13,614,504) (4,375,944) Cash Flows from Investing Activities: Purchase of Investments (19,073,299) (17,668,561) (14,630,521) (1,452,468) (52,824,849) (14,441,413) Proceeds from Sale and Maturities of Investment Securities 22,989,389 16,173,148 15,131,862 1,560,077 55,854,476 15,955,151 Investment Income 899,375 447,067 480,364 63,188 1,889,994 664,509 Net Cash Provided (Used) by Investing Activities 4,815,465 (1,048,346) 981,705 170,797 4,919,621 2,178,247 Net Increase (Decrease) in Cash and Cash Equivalents (2,517,650) 3,697,346 1,014,166 35,265 2,229,127 (219,452) Cash and Cash Equivalents, Oct. 1 11,555,765 5,720,492 6,429,338 693,383 24,398,978 7,346,899 Cash and Cash Equivalents, Sept. 30 9,038,115$ 9,417,838$ 7,443,504$ 728,648$ 26,628,105$ 7,127,447$ Business-type Activities - Enterprise Funds CITY OF COLLEGE STATION, TEXAS Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended September 30, 2007 32 Governmental Activities Other Total Internal Enterprise Enterprise Service Electric Water Sewer Funds Funds Funds Reconciliation of Operating Income to Net Cash Provided by Operating Activities: Operating Income 8,373,314$ 3,514,852$ 3,749,996$ 425,346$ 16,063,508$ 1,680,581$ Adjustment to Reconcile Operating Income to Net Cash Provided by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 4,398,815 2,029,849 2,329,751 163,671 8,922,086 2,619,774 Provision for Uncollectible Accounts 120,914 11,213 22,013 19,087 173,227 643 Miscellaneous Nonoperating Revenues 147,517 5,798 28,758 5,422 187,495 205,825 Miscellaneous Nonoperating Expenses (202,032) (145,811) - (51,864) (399,707) - Changes in Assets and Liabilities: Change in Accounts Receivable (2,072,957) 32,841 (147,591) (205,651) (2,393,358) 1,716 Change in Deferred Revenues - - - 1,809 1,809 - Change in Inventory (439,395) (7,188) (3,131) 5,229 (444,485) (49,017) Change in Prepaid Costs - - - - - 21,967 Change in Accounts Payable 703,249 (1,305,997) (786,482) (83,793) (1,473,023) 241,039 Change in Due to Other Funds - - - - - 15,642 Change in Claims Payable - - - - - 20,154 Change in Accrued Liabilities 17,598 9,319 8,606 13,783 49,306 168,506 Change in Refundable Deposits 227,291 39,009 - 2,760 269,060 - Change in Accrued Vacation 9,317 32,760 707 8,733 51,517 1,747 Total Adjustments 2,910,317 701,793 1,452,631 (120,814) 4,943,927 3,247,996 Net Cash Provided by Operating Activities 11,283,631$ 4,216,645$ 5,202,627$ 304,532$ 21,007,435$ 4,928,577$ Noncash Operating, Financing, Capital and Investing Activities: During the Fiscal Year the Enterprise Fund added contributed capital in the amount of $4,041,105. Adjustments at 9/30/07 to investments to record income accrual and fair value changes were as follows: Enterprise Fund $342,621 and Internal Service Funds 139,603. The notes to the financial statements are an integral part of this statement. Business-type Activities - Enterprise Funds CITY OF COLLEGE STATION, TEXAS Statement of Cash Flows Proprietary Funds For the Fiscal Year Ended September 30, 2007 33 34 CITY OF COLLEGE STATION NOTES TO THE FINANCIAL STATEMENTS Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 35 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, 2007 City of College Station, Texas 36 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, 2007 City of College Station, Texas 37 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. 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. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 38 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 2006. 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 her. To protect the portfolio from imprudent trading, no security may be sold until such time as 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 The Bank of New York. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 39 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, 2007, 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 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, Municipal Court juvenile case manager 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. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 40 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. 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 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 41 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. E. 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. 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. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 42 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 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 $95,353,659 difference are as follows: When capital assets (land, buildings, equipment, etc.) that are to be used in governmental activities are purchased or constructed, the costs of those assets are reported as expenditures in governmental funds. However, the statement of net assets includes those capital assets among the assets of the City as a whole. Cost of Capital Assets 276,688,300$ Accumulated Depreciation (102,501,868) Net Capital Assets 174,186,432$ 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 (97,460,000)$ Accrued Interest Payable (643,271) Compensated Absences (2,095,165) (100,198,436)$ Governmental funds report the issuance of debt as an other financing source in the governmental fund statement of revenues, expenditures, and changes in fund balances. In contrast, issuance costs should be capitalized and amortized over the life of the debt. Deferred issuance costs 266,269$ Amoritization of issuance costs (15,514) 250,755$ When a governmental entity issues debt at a discount or a premium, the discount/premium is ignored in recording interest expenditures in a governmental fund; however, the discount/premium must be amortized annually to report interest on an accrual basis in the government-wide financial statements. Premium on Bonds (373,648)$ Amortization of premium 31,137 (342,511)$ A refunding transaction essentially combines the issuance of new debt and the repayment of existing debt. The key difference is that the disparity between the net carrying value of the refunded debt and its reacquisition price is treated as a deferred charge (this amount is treated as a deduction from or an addition to the new debt liability) in the Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 43 government-wide statement of net assets and subsequently amortized over the life of the refunding or refunded debt, whichever is shorter. Deferred charge - Refunding 495,369$ Accrued Interest Payable (41,281) 454,088$ Total Deferred/Capitalized Items 362,332$ 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 460,262$ Deferred Emergency Medical Services Revenue 219,421 Deferred fines/Penalties 652,955 Paving Assessment Revenue 373,512 Other Deferred Revenue 83,747 1,789,897$ 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. 19,213,433$ 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 $6,586,062 difference are as follows: Capital Outlay 14,213,574$ Depreciation Expense (7,627,512) Net Adjustment to increase net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities 6,586,062$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 44 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 $4,652,941 difference are as follows: Donated Capital Assets 5,239,485$ Proceeds from Sale of Fixed Assets (318,103) Loss on Sale of Assets (268,441) 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. 4,652,941$ 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 ($140,000) difference are as follows: Debt issued or incurred: Issuance of General Obligation Bonds and Certificates of Obligation (18,145,000)$ Principal Retirement 18,005,000 Net Adjustment to decrease net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities (140,000)$ 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 $30,585 difference are as follows: Compensated Absences (278,628)$ Accrued Interest & amortization (78,777) Premium on debt capitalized (373,648) Issuance Costs Deferred 266,269 Refunding Deferred 495,369 Net Adjustment to increase net changes in fund balances- total governmental funds to arrive at changes in net assets of governmental activities 30,585$ III. Stewardship, Compliance, and Accountability A. Budgetary Information Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 45 The Council approved three budget amendments during fiscal year 2007. These budget amendments included the following appropriations: Electric Substation Transformer 1,200,000$ Fire Station #3 Relocation 991,000 Church Street Rehab 887,063 Parks/Parkland Capital Projects 491,920 TxDOT ROW Payment 274,957 Gainsharing 245,984 Police and Fire Grants 235,329 Building Security at Municipal Court 172,402 Sanitation Disposal Fee 167,000 Low-Band AM Radio Station 95,000 Traffic Study 80,000 Memorial Cemetery Advertising 75,000 Police Dept Vehicle Camera Upgrade 68,685 Wide Area Communications Grant 63,871 Emergency Management Vehicle 55,688 BVSWMA Camera System 50,000 Police and Fire Reimbursements 45,601 Fire Department Wellness Program 45,548 Parking Garage Credit Card Program 39,753 City Hall Generator 32,000 Southern Breeze Drive Letter of Credit 25,000 BVCOG Litter Abatement Grant 25,000 EMS Reporting 20,000 Police Seizure Funds 4,195 Lincoln Recreation Center Donations 3,805 5,394,801$ 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 that 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. 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 over appropriations during fiscal year 2007, and the funds in which they occurred are as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 46 Fund Amount Debt Service 176,425$ Business Park 58,713 Drainage Projects 1,394,339 Parks Projects 1,285,041 Higher costs related to the refunded bond issuance resulted in the $176,425 excess expenditures in the Debt Service Fund. The expenditures in the Business Park, Drainage Projects and Parks Projects were budgeted in prior years. Overall, these projects remained within budget. IV. Detailed Notes on All Funds A. Cash and Investments Cash and investments are accounted for within the pooled cash fund of the City. The City records investments at fair value in accordance with GASB Statement No. 31, Accounting and Financial Reporting for Certain Investments and for External Investment Pools. Cash and cash equivalents, investment balances and interest income are allocated to the City’s participating funds on a monthly basis. The amount of the allocation is based on each fund's proportional equity to total pooled equity. Weighted Average Fair Value Maturity (days) Bank Demand Accounts 2,790,350$ 1 U.S. Agency Bonds 44,802,038 629 Treasury Securities 8,264,934 192 Texas Local Government Investment Pool 71,801,222 1 Fidelity Money Market Mutual Fund 1,796,026 1 129,454,570$ Portfolio Weighted Average Maturity 445 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; Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 47 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 than “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. As of September 30, 2007 the City’s investments were rated by Standard & Poor's and Moody's as follows: S&P Moody's Texpool AAAm N/A* 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. 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, 2007 the issuers whose securities represented more than 5% of the City's investment portfolio were as follows: the Federal Home Loan Bank (16%) and the Federal Farm Credit Bank (18%). 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. 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: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 48 Internal Governmental Activities: Debt Streets Service Fund General Service Projects Nonmajor Allocation Total Taxes: Property 212,222$ 248,404$ -$ -$ -$ 460,626$ Beverage 92,747 - - - - 92,747 Sales 1,640,996 - - - - 1,640,996 Subtotal Taxes 1,945,965 248,404 - - - 2,194,369 Accrued Interest 45,805 13,043 85,378 117,358 44,096 305,680 Grants 9,566 - - 411,608 - 421,174 Accounts/Charges for Services 965,652 - 669,206 256,962 27,285 1,919,105 Miscellaneous 45,854 - - - - 45,854 Total Gross Governmental 3,012,842 261,447 754,584 785,928 71,381 4,886,182 Less Allowance for Uncollectible Accounts (497,015) - - (77,939) (14) (574,968) Net Total Receivables 2,515,827$ 261,447$ 754,584$ 707,989$ 71,367$ 4,311,214$ Business-type Activities:Internal Service Fund Electric Water Sewer Nonmajor Allocation Total Accrued Interest 77,126$ 18,427$ 29,341$ 4,999$ 988$ 130,881$ Accounts/Charges for Services 10,656,901 1,449,835 1,464,061 964,474 31,784 14,567,055 Miscellaneous 1,100,134 - - 12,522 14,225 1,126,881 Total Gross Major Business-type 11,834,161 1,468,262 1,493,402 981,995 46,997 15,824,817 Less Allowance for Uncollectible Accounts (1,838,175) (78,709) (152,936) (99,216) (24,254) (2,193,290) Net Total Receivables 9,995,986$ 1,389,553$ 1,340,466$ 882,779$ 22,743$ 13,631,527$ 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. As of fiscal year end, the various components of deferred revenue and unearned revenue reported in the governmental funds were as follows: Unavailable Unearned Total Property Tax 460,262$ -$ 460,262$ Special Assessments 373,512 - 373,512 Fines and Penalties - 652,955 652,955 Emergency Services 219,421 - 219,421 Other 58,747 25,000 83,747 1,111,942$ 677,955$ 1,789,897$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 49 C. Capital Assets Capital asset activity for the year ended September 30, 2007 was as follows: Beginning Ending Governmental Activities Balance Increases Decreases Balance Capital Assets, Not Being Depreciated Land 27,693,130$ 371,319$ (54,000)$ 28,010,449$ Construction in Progress 19,900,564 13,867,947 (6,151,841) 27,616,670 Total Capital Assets, Not Being Depreciated 47,593,694 14,239,266 (6,205,841) 55,627,119 Capital Assets, Being Depreciated Buildings and Building Improvements 20,406,011 2,030,762 - 22,436,773 Improvements Other Than Buildings 21,553,112 1,807,033 (690,000) 22,670,145 Machinery and Equipment 30,761,615 5,309,268 (1,795,216) 34,275,667 Infrastructure 164,452,065 6,969,731 (61,751) 171,360,045 Total Capital Assets, Being Depreciated 237,172,803 16,116,794 (2,546,967) 250,742,630 Less Accumulated Depreciation for: Buildings and Building Improvements 6,013,043 538,297 - 6,551,340 Improvements Other Than Buildings 7,801,973 887,335 - 8,689,308 Machinery and Equipment 19,015,291 3,291,562 (1,653,875) 20,652,978 Infrastructure 79,359,803 5,474,753 - 84,834,556 Total Accumulated Depreciation 112,190,110 10,191,947 (1,653,875) 120,728,182 Total Capital Assets Being Depreciated, Net 124,982,693 5,924,847 (893,092) 130,014,448 Governmental Type Activities Capital Assets, Net 172,576,387$ 20,164,113$ (7,098,933)$ 185,641,567$ Beginning Ending Business-Type Activities Balance Increases Decreases Balance Capital Assets, Not Being Depreciated Land 709,650$ -$ (18,943)$ 690,707$ Construction in Progress 49,501,668 41,566,807 (32,410,814) 58,657,661 Total Capital Assets, Not Being Depreciated 50,211,318 41,566,807 (32,429,757) 59,348,368 Capital Assets, Being Depreciated Electric System 100,115,058 15,063,340 (1,421,340) 113,757,058 Water System 76,996,702 2,245,541 (25,824) 79,216,419 Wastewater System 77,410,819 1,654,601 - 79,065,420 Buildings and Building Improvements 5,743,755 - 5,743,755 Machinery and Equipment 1,295,070 37,507 - 1,332,577 Total Capital Assets, Being Depreciated 261,561,404 19,000,989 (1,447,164) 279,115,229 Less Accumulated Depreciation for: Electric System 46,643,636 5,846,236 (1,655,560) 50,834,312 Water System 23,861,338 2,031,184 (42,761) 25,849,761 Wastewater System 21,351,877 2,329,754 (1,496) 23,680,135 Buildings and Building Improvements 708,119 143,659 - 851,778 Machinery and Equipment 1,253,088 20,013 - 1,273,101 Total Accumulated Depreciation 93,818,058 10,370,846 (1,699,817) 102,489,087 Total Capital Assets Being Depreciated, Net 167,743,346 8,630,143 252,653 176,626,142 Business Type Activities Capital Assets, Net 217,954,664$ 50,196,950$ (32,177,104)$ 235,974,510$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 50 Depreciation expense was charged to governmental activities of the City as follows: Governmental Activities Planning and Development Services 6,204$ Fire 79,456 Fiscal Services 17,061 General Government 404,098 Information Services 141,160 Parks and Recreation 849,676 Police 62,148 Public Works 41,337 Non-departmental 6,026,372 Capital Assets Held by the City's Internal Service Funds 2,564,435 Total Depreciation Expense 10,191,947$ 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 9,928,988$ (46,551)$ 9,882,437$ -$ Debt Service Fund 2,325,071 - 2,325,071 - Special Revenue Funds: Community Development - (363,852) (363,852) - WPC TIF - (1,078,775) (1,078,775) - Capital Projects Funds: Business Park Projects - (500,000) (500,000) - General Government Projects 2,446,892 (32,000) 2,414,892 - Parks Projects 351,501 - 351,501 - Streets Projects 2,483 - 2,483 - Enterprise Funds: Electric - (7,247,634) - (7,247,634) Water - (1,053,735) - (1,053,735) Sewer - (1,360,556) - (1,360,556) Sanitation - (421,500) - (421,500) Internal Service Funds: Equipment Replacement - (2,966,517) (2,966,517) - Print/Mail Services 23,349 - 23,349 - Utility Customer Service - (7,164) - (7,164) 15,078,284$ (15,078,284)$ 10,090,589$ (10,090,589)$ 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 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, 2007 is as follows: Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 51 Due To Due From Amount General Fund Print/Mail 81,459$ Electric Fund Hotel Tax Fund 200,000$ The outstanding balance between the general fund and the print/mail fund 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 tax fund represents an amount related to an economic development project that is expected to be completed in fiscal year 2008. E. Deferred Revenue See Note IV B. F. Long-Term Debt A summary of long-term debt transactions, including current portion, for the year ended September 30, 2007 is as follows: Amounts Beginning Incurred/ Matured/ Ending Due Within Balance Issued Retired Balance One Year Governmental Activities: General Obligation Bonds 53,835,000$ 14,185,000$ 12,300,000$ 55,720,000$ 4,480,000$ Certificates of Obligation 43,485,000 3,960,000 5,705,000 41,740,000 4,395,000 Accrued Vacation 2,010,971 1,455,678 1,196,940 2,269,709 96,651 Governmental Activity Long Term Debt 99,330,971$ 19,600,678$ 19,201,940$ 99,729,709$ 8,971,651$ Business Type Activities: Utility Revenue Bonds 91,460,000$ 18,665,000$ 4,910,000$ 105,215,000$ 5,655,000$ Accrued Vacation: Electric Fund 163,397 137,484 128,167 172,714 8,636 Water Fund 54,288 102,421 69,661 87,048 4,352 Sewer Fund 80,358 70,946 70,238 81,066 4,053 Other 104,189 102,590 97,398 109,381 5,469 Business Type Activity Long Term Debt 91,862,232$ 19,078,441$ 5,275,464$ 105,665,209$ 5,677,510$ Internal service funds predominantly serve the governmental funds. All internal service funds, except for the utility customer service fund, are included as part of the above totals for governmental activities. At year end $77,893 of internal service funds’ accrued vacation was included in governmental activities, and $61,258 of accrued vacation for the utility customer service fund was included in business type activities. For the governmental activities, accrued vacation is generally liquidated by the general fund. Long-term debt at September 30, 2007 includes the following individual issues (not including unamortized premiums or discounts): Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 52 Interest Issue Maturity Original Net Rate (%) Date Date Issue Retirement Outstanding General Obligation Bonds: 1996 Issue and Refunding 5.05-5.15 12/1/96 2/15/09 11,845,000$ 10,920,000$ 925,000$ 1998 Issue 4.65-4.85 4/1/98 2/15/11 6,200,000 4,795,000 1,405,000 1999 Issue 4.25-5.00 4/15/99 2/15/17 6,230,000 2,080,000 4,150,000 2000 Issue 5.00-5.20 4/1/00 2/15/11 8,460,000 6,815,000 1,645,000 2001 Issue 4.00-5.50 8/1/01 2/15/17 4,140,000 2,035,000 2,105,000 2002 Issue 4.25-5.125 3/1/02 2/15/21 6,445,000 1,550,000 4,895,000 2003 Issue 3.00-4.50 7/1/03 2/15/23 4,790,000 555,000 4,235,000 2004 Issue 2.875-5.00 5/1/04 2/15/24 12,940,000 2,290,000 10,650,000 2005 Issue 4.00-6.00 5/1/05 2/15/25 5,710,000 755,000 4,955,000 2006 Issue 4.375-6.375 7/1/06 2/15/26 7,375,000 805,000 6,570,000 2006 Issue - Refunding 4.00-5.00 12/1/06 2/15/18 10,255,000 - 10,255,000 2007 Issue 4.25-6.25 9/1/07 2/15/27 3,930,000 - 3,930,000 88,320,000$ 32,600,000$ 55,720,000$ Certificates of Obligation: 2000 Issue 5.00-5.125 4/1/00 2/15/10 4,050,000$ 3,585,000$ 465,000$ 2000A Issue 4.75-5.50 8/1/00 2/15/20 8,100,000 3,000,000 5,100,000 2001 Issue 4.00-5.00 8/1/01 2/15/20 3,650,000 2,385,000 1,265,000 2002 Issue 4.25-5.125 3/1/02 2/15/20 14,480,000 5,240,000 9,240,000 2003 Issue 3.25 12/1/02 2/15/08 1,000,000 790,000 210,000 2003A Issue 2.90-4.20 7/1/03 2/15/23 780,000 90,000 690,000 2004 Issue 2.875-5.00 5/1/04 2/15/24 9,415,000 1,175,000 8,240,000 2005 Issue 3.00-4.50 5/1/05 2/15/25 7,595,000 2,420,000 5,175,000 2006 Issue 4.375-6.375 7/1/06 2/15/26 8,325,000 930,000 7,395,000 2007 Issue 4.25-6.25 9/1/07 2/15/27 3,960,000 - 3,960,000 61,355,000$ 19,615,000$ 41,740,000$ Utility Revenue Bonds: 1996 Issue 5.05 12/1/96 2/1/08 10,110,000$ 9,750,000$ 360,000$ 1998 Issue 4.65-4.80 4/1/98 2/1/10 2,700,000 2,260,000 440,000 2000 Issue 5.00-5.25 4/1/00 2/15/12 10,500,000 7,580,000 2,920,000 2001 Issue 4.50-5.50 8/1/01 2/15/21 23,500,000 4,545,000 18,955,000 2002 Issue 4.00-6.00 3/1/02 2/15/22 18,215,000 2,940,000 15,275,000 2003 Issue 3.50-4.25 12/1/02 2/1/14 11,160,000 3,870,000 7,290,000 2003A Issue 2.50-4.25 7/1/03 2/15/23 4,850,000 570,000 4,280,000 2005 Issue 4.00-5.50 5/1/05 2/1/25 8,035,000 385,000 7,650,000 2005A Issue 3.00-5.25 8/1/05 2/1/18 12,995,000 95,000 12,900,000 2006 Issue 4.375-6.375 7/1/06 2/1/26 16,950,000 470,000 16,480,000 2007 Issue 4.00-5.75 9/1/07 2/1/27 18,665,000 - 18,665,000 137,680,000$ 32,465,000$ 105,215,000$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 53 The annual requirements to amortize debt outstanding as of September 30, 2007 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 2008 4,480,000$ 2,418,412$ 4,395,000$ 1,819,327$ 2009 3,565,000 2,233,329 2,325,000 1,672,172 2010 3,740,000 2,059,550 2,435,000 1,570,098 2011 4,050,000 1,872,910 2,010,000 1,471,091 2012 4,190,000 1,681,674 2,105,000 1,378,231 2013-2017 19,470,000 5,768,792 12,035,000 5,318,386 2018-2022 10,665,000 2,400,960 11,310,000 2,351,555 2023-2027 5,560,000 454,656 5,125,000 432,729 55,720,000$ 18,890,283$ 41,740,000$ 16,013,589$ Business-Type Activities Electric Water Sewer Year Ended September 30, Principal Interest Principal Interest Principal Interest 2008 1,437,350$ 1,206,671$ 1,929,684$ 1,992,422$ 2,287,966$ 1,554,865$ 2009 1,392,764 1,155,067 1,991,349 1,939,000 2,420,887 1,473,412 2010 1,427,565 1,089,845 2,089,450 1,833,766 2,492,985 1,359,736 2011 1,504,420 1,018,655 2,248,333 1,717,051 2,467,247 1,239,435 2012 1,547,368 944,173 2,361,377 1,596,089 2,541,255 1,120,038 2013-2017 8,296,187 3,561,518 13,269,420 6,121,660 11,314,393 3,907,460 2018-2022 7,422,318 1,847,115 12,756,751 2,959,468 8,165,931 1,542,486 2023-2027 4,374,917 394,246 6,691,523 697,499 2,783,560 308,724 27,402,889$ 11,217,290$ 43,337,887$ 18,856,955$ 34,474,224$ 12,506,156$ 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, 2007. On November 21, 2006, the City issued $10.255 million in General Obligation Refunding Bonds with a true interest cost of 3.922554%. The proceeds from the sale of the bonds were used to currently refund $1,860,000 and advance refund $8,325,000 of the City’s General Obligation Bonds in order to achieve annual and net present value savings in the City’s annual debt Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 54 service expense. The proceeds were also used to pay the costs incurred in connection with the issuance of the Bonds. On August 6, 2007 the City issued $3.930 million in General Obligation Improvement Bonds with a true interest cost of 4.6086%. 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, sidewalk improvements, traffic signals and control systems, parks and park facilities; and (2) pay the costs incurred in connection with the issuance of the Bonds. On August 6, 2007 the City issued $3.960 million in Certificates of Obligation with a true interest cost of 4.6098%. The proceeds from the sale of the Certificates will be used to pay for the cost of (1) park projects; (2) design and construction of a new City-owned cemetery; (3) design and construction of and improvements to public municipal facilities; (4) technology projects; and (5) to pay 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 August 6, 2007 the City issued $18.665 million in Utility System Revenue Bonds with a true interest cost of 4.5507%. Proceeds from the sale of the bonds will be used for electric, water, and wastewater system improvements and for payment of 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, 2007, the City did not have an arbitrage rebate liability. Defeasance On December 1, 2006 the City issued General Obligation Refunding bonds with an average interest rate of 4.31% to refund $10,185,000 of series 1996, 1998, and 2000 General Obligation and Refunding Bonds, and series 2000 Certificates of Obligation. As a result of this refunding, the City will reduce its total debt service payments over the next 12 years by approximately $651,000 and will obtain an economic gain (difference between the present values of the debt service payments on the old and new debt) of $506,168. 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 Governmental Activities column of the City's financial statements. In prior years, 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 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 55 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, 2007, the outstanding principal balance of the defeased revenue refunding bonds was $20,335,000 and the outstanding principal balance of the defeased general obligation bonds and certificates of obligation was $14,910,000. The assets, liabilities, and financial transactions of all of these trust accounts and the liability for refunded (defeased) bonds are not reflected in the financial statements of the City. The tables below reflect refunded debt outstanding at September 30, 2007 and are net of any amounts to be paid or retired by the trustee on October 1, 2007: Refunded in Year Ended September 30, 2007 General Obligation & Refunding Bonds, Series 1996 1,860,000$ General Obligation Improvement Bonds, Series 1998 2,705,000 Certificates of Obligation, Series 2000 1,685,000 General Obligation Bonds, Series 2000 3,935,000 10,185,000$ Refunded in Prior Years Utility System Revenue & Refunding Bonds, Series 1993 1,500,000$ Utility System Revenue Bonds, Series 1994 5,775,000 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 General Obligation & Refunding Bonds, Series 1991 750,000 General Obligation & Refunding Bonds, Series 1994 1,925,000 General Obligation Bonds, Series 1995 2,050,000 25,060,000$ Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 56 G. Reservations of Fund Balances and Net Assets Fund balances for governmental funds have been reserved at September 30, 2007 as follows: Reserved Governmental Funds: General Fund: Reserved for Encumbrances 271,714$ Reserved for Inventory 57,977 Reserved for Police Seizure 28,352 Reserved for Court Technology 197,673 Reserved for Court Security 343,968 Reserved for Court Efficiency Improvements 39,720 Reserved for Juvenile Case Manager 169,045 Streets Projects: Reserved for Capital Projects 21,807,526 Debt Service: Reserved for Bond Debt Service 3,466,058 Other Governmental Funds: Reserved for Encumbrances 12,500 Reserved for Capital Projects 19,656,290 Reserved for Endowment 1,429,900 Total 47,480,723$ 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 43.94 cents per $100 of assessed valuation for the year ended September 30, 2007. 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 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 57 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 $285,000 for claims incurred but not reported as of September 30, 2007. In fiscal year 2007 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 Risk Management staff. 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 $477,149 in the property and casualty fund and the potential liability of $423,878 in the workers’ compensation fund. The results of the process to estimate the claims liability is not an exact amount as it depends on many complex factors, such as inflation, changes in legal doctrines, and damage awards. Accordingly, claims are reevaluated periodically to consider the effects of inflation, recent claim settlement trends (including frequency and amount of pay-outs), and other economic and social factors. Lastly, the City also uses its Unemployment Fund to account for self-insurance activity involving claims filed under unemployment compensation laws. Monthly contributions based on a percentage of payroll are determined each year during the budget process and are used to fund this activity. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 58 Settlements have not exceeded self-insured retention for each of the past three fiscal years. The liabilities for insurance claims reported in each of the funds are based on Governmental Accounting Standards Board Statement No. 10, which requires that a liability for claims be reported if information prior to the issuance of the financial statements indicates that it is probable that a liability has been incurred at the date of the financial statements and if the amount of the loss can be reasonably estimated. These liabilities include an estimate for incurred but not reported claims. Changes in the balances of claims liabilities for the self- insurance funds that are accounted for as Internal Service Funds for fiscal years 2007 and 2006 are as follows: 2007 2006 Unpaid Claims, October 1 1,165,874$ 1,659,202$ Incurred Claims (including IBNR's) 4,569,605 4,140,516 Claims Paid (4,549,452) (4,633,844) Unpaid Claims, September 30 1,186,027$ 1,165,874$ C. Joint Venture The Brazos Valley Solid Waste Management Agency (“BVSWMA”) was formed under a joint solid waste management agreement between the Cities of College Station and Bryan. College Station and Bryan agreed to cooperatively operate a joint facility for the proper disposal of solid waste for the two cities and outside customers. Each city has 50% ownership in BVSWMA. BVSWMA has contracted with the City of College Station to serve as landfill operator for the facility. BVSWMA is governed by a Policy Advisory Board ("Board") which is charged with providing recommendations to the City Councils of College Station and Bryan regarding the joint venture. The Board is comprised of three voting members: the Mayors of College Station and Bryan, who alternate each year as Chair, and one City Council Member from the City that is not serving as Chair. The City Managers of each City and a representative of Grimes County designated by the Commissioners Court serve as non-voting or ex-officio members of the Board. Legal oversight of BVSWMA is vested in the City Councils of the two cities. The annual budget is prepared and adopted by the BVSWMA Board and approved by either City Council. All contracts and expenditures in excess of $50,000 require the approval of the College Station City Council. The City's share of BVSWMA's change in net assets for fiscal year 2007 was $1,025,440. 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 $3.7 million reported as accrued postclosure maintenance costs at September 30, 2007, represents the cumulative amount reported to date based on the use of 84 percent of the estimated capacity of the landfill. BVSWMA will recognize the remaining estimated cost of closure and postclosure care of $724,000 as the remaining estimated capacity is filled. These amounts are based on what it would cost to perform all closure and postclosure care in 2007. BVSWMA expects to close the landfill in the year 2010. Actual cost may be higher due to inflation, changes in technology, or changes in regulations. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 59 The following is a summary of information from the audited financial statements of BVSWMA as of September 30, 2007: 2007 2006 Assets: Current Assets 11,950,261$ 9,298,770$ Capital Assets (Net of $4,287,156 Accumulated Depreciation at 2007and $5,109,629 at 2006) 7,266,984 7,438,392 Deferred Landfill Permits (Net of $741,762 Accumulated Amortization at 2007and $653,132 at 2006) 2,458,540 2,316,896 21,675,785 19,054,058 Liabilities: Current Liabilities 694,021 344,481 Noncurrent Liabilities: Accrued Post Closure Maintenance Costs 3,685,746 3,464,440 Total Liabilities 4,379,767 3,808,921 Net Assets Invested In Capital Assets 7,266,984 7,438,392 Unrestricted 10,029,032 7,806,745 Total Net Assets 17,296,016$ 15,245,137$ Program Revenues 6,218,413$ 5,316,986$ Expenses 4,785,547 4,876,127 1,432,866 440,859 General Revenues 618,013 390,575 Change in Net Assets 2,050,879$ 831,434$ 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 821 administered by TMRS, an agent multiple-employer public employee retirement system. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 60 Benefits 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 at least equal to 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. 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, 2006 valuation is effective for rates beginning January 2008). Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 61 The following is a schedule of actuarial liabilities and funding progress: Actuarial Valuation Date 12/31/2006 Actuarial Value of Assets 80,758,249$ Actuarial Accrued Liability 102,166,047$ Percentage Funded 79.0% Unfunded (Overfunded) Actuarial Accrued Liability (UAAL) 21,407,798$ Annual Covered Payroll 34,143,239$ UAAL as a Percentage of Covered Payroll 62.7% Net Pension Obligation (NPO) at Beginning of Period -$ Plus Annual Pension Cost: Annual Required Contribution (ARC) 4,316,276 Less Contributions Made 4,316,276 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 821 Municipalities have an annual, individual actuarial valuation performed. All assumptions for the 12/31/06 valuations are contained in the 2006 TMRS Comprehensive Annual Financial Report, a copy of which may be obtained by writing to P.O. Box 149153, Austin, Texas 78714-9153. At its December 8, 2007 meeting, the TMRS Board of Trustees adopted actuarial assumptions to be used in the actuarial valuation for the year ended December 31, 2007. A summary of actuarial assumptions and definitions can be found in the December 31, 2007 TMRS Comprehensive Annual Financial Report (CAFR). Since its inception, TMRS has used the traditional Unit Credit actuarial funding method. This method accounts for liability accrued as of the valuation date but does not project the potential future liability of provisions adopted by a city. Two-thirds of the cities participating in TMRS have adopted the Updated Service Credit and Annuity Increases provisions on an annually repeating basis. These provisions are considered to be “committed” benefits (or likely to be guaranteed); as such, the TMRS Board has adopted the Projected Unit Credit (PUC) actuarial funding method, which facilitates advance funding for future updated service credits and annuity increases that are adopted on an annually repeating basis. For the December 31, 2007 valuation, the TRMS Board determined that the PUC method will be used. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 62 In addition, the Board also adopted a change in the amortization period from a 25-year “open” to a 25-year “closed” period. TMRS Board of Trustee rules provide that, whenever a change in actuarial assumptions or methods results in a contribution rate increase in an amount greater than 0.5%, the amortization period may be increased up to 30 years, unless a city requests that the period remain at 25 years. For cities with repeating features, these changes will likely result in higher required contributions and lower funded ratios. To assist in this transition to higher rates, the Board also approved an eight-year phase-in period, which will allow cities the opportunity to increase their contributions gradually (approximately 12.5% each year) to their full rate (or their required contribution rate). 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 below: Fiscal Year Annual Required Contributions Net Pension Ending Contribution (ARC) Made Obligation 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 - 2006 $4,030,369 $4,030,369 - 2007 $4,316,276 $4,316,276 - Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 63 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 12/31/1997 $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% 12/31/2005 $75,655,678 $94,605,300 $18,949,622 80% 12/31/2006 $80,758,249 $102,166,047 $21,407,798 79% Annual UAAL as a Actuarial Covered Percentage of Valuation Date Payroll Covered Payroll 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% 12/31/2005 $31,987,028 59% 12/31/2006 $34,143,239 63% 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 2007, 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 2007, 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. Eligible participants who qualify under COBRA pay premium costs for themselves and dependents. COBRA participants are on the same health plan and are reimbursed at the same levels as active employees. The amount of expenditures related to COBRA claims for the year ended September 30, 2007 was $20,234. As of September 30, 2007 the City had one COBRA participant. Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 64 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, 2007. At year-end, the construction commitments with contractors for specific projects were as follows: Remaining Project Name Spent to Date Commitment Gabbard Park Improvements $ 153,730 $ 153,730 Bee Creek Combined Drainage Improvements 2,690,572 295,607 Harvey Mitchell Pkwy Street Lighting 93,845 93,845 Signal at Harvey Mitchell Pkwy/Luther 198,369 93,053 Signal at Harvey Mitchell Pkwy/Holleman 171,425 73,030 Lincoln Center Additional Parking 76,390 42,524 Carter Creek Wastewater Treatment Plant Parking/Pavement I 529,201 525,701 Carter Creek Wastewater Treatment Plant Screw Lift System 284,066 269,816 Covered Materials Storage Pad 69,800 33,500 Nantucket East of Harpers Ferry 511,707 33,968 Greens Prairie West of Arrington 499,420 6,885 Northeast Sanitary Sewer Trunkline Expansion 371,577 12,804 Wellborn Road Utility Relocation 2,900,822 109,883 Spring Creek Substation 3,718,735 83,905 Fire Station #3 Relocation 2,095,877 1,605,053 New Forestry Shop Construction 799,152 542,997 Arrington/Decatur Extension 4,085,307 3,632,118 Pedestrian Improvements on 2818 1,079,290 976,914 Signal at 2818/F&B 241,300 46,359 Transmission Line Rebuild 2,021,000 1,037,079 Carter Creek Wastewater Treatment Plant UV Improvements 612,102 612,102 West Park Rehabilitation 3,588,260 797,808 Dartmouth Drive Extension Ph II 3,039,553 1,943,540 $ 29,831,500 $ 13,022,221 Notes to the Financial Statements For the Fiscal Year Ended September 30, 2007 City of College Station, Texas 65 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 10,533,000 Traffic Management 2003 1,057,000 Park Improvements 2003 40,000 Municipal Complex Improvements 2003 3,655,000 Total 16,485,000$ 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. 66 CITY OF COLLEGE STATION REQUIRED SUPPLEMENTARY INFORMATION 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] 12/31/1998 $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% 12/31/2006 $75,655,678 $94,605,300 $18,949,622 80.0% $31,987,028 59.2% 12/31/2007 $80,758,249 $102,166,047 $21,407,798 79.0% $34,143,239 62.7% *Assets are stated at cost as of December 31 of the preceding year. 67 Variance Original Budget Final Budget Actual Over (Under) Revenues Taxes 27,455,000$ 27,455,000$ 28,078,867$ 623,867$ Licenses and Permits 1,040,000 1,040,000 1,191,105 151,105 Intergovernmental 226,152 448,576 630,937 182,361 Charges for Services 2,904,342 2,931,704 3,160,229 228,525 Fines, Forfeits and Penalties 3,405,000 3,405,000 3,256,488 (148,512) Investment Income 479,012 479,012 817,323 338,311 Rents and Royalties 239,000 239,000 261,225 22,225 Contributions 9,000 9,000 31,605 22,605 Reimbursed Expenditures 36,000 54,239 18,073 (36,166) Other 174,000 174,000 216,027 42,027 Total Revenues 35,967,506 36,235,531 37,661,879 1,426,348 Expenditures Current General Government 3,491,611 3,413,164 3,149,068 (264,096) Fiscal Services 3,348,292 3,534,978 3,173,757 (361,221) Police 12,407,217 12,827,702 12,749,724 (77,978) Fire 9,339,160 9,598,289 9,665,975 67,686 Planning and Development Services 2,297,036 2,400,387 2,008,901 (391,486) Public Works 7,805,081 8,049,348 7,447,344 (602,004) Economic and Community Development 1,893,264 1,909,447 1,475,071 (434,376) Parks and Recreation 8,341,048 8,490,078 8,161,568 (328,510) Information Services 3,342,447 3,559,040 3,123,767 (435,273) Library 950,604 950,604 952,527 1,923 Nondepartmental Reimbursed Administrative (6,871,242) (6,871,242) (6,566,168) 305,074 Contributions 405,255 405,255 433,461 28,206 Other 263,000 146,598 126,843 (19,755) Total Expenditures 47,012,773 48,413,648 45,901,838 (2,511,810) Deficiency of Revenues Under Expenditures (11,045,267) (12,178,117) (8,239,959) 3,938,158 Other Financing Sources (Uses) Sale of Capital Assets 1,000 1,000 318,103 317,103 Transfers In 9,887,120 9,919,120 9,928,988 9,868 Transfers Out - (32,000) (46,551) (14,551) Total Other Financing Sources 9,888,120 9,888,120 10,200,540 312,420 Net Change in Fund Balance (1,157,147) (2,289,997) 1,960,581 4,250,578 Fund Balances, October 1 10,972,008 10,972,008 10,972,008 - Fund Balances, September 30 9,814,861$ 8,682,011$ 12,932,589$ 4,250,578$ General Fund For the Fiscal Year Ended September 30, 2007 CITY OF COLLEGE STATION, TEXAS Schedule of Revenues, Expenditures and Changes in Fund Balances, Budget and Actual 68 CITY OF COLLEGE STATION SUPPLEMENTARY INFORMATION 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 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. Memorial Cemetery – to account for sales of plots (and options of plots) in the planned Aggie Field of Honor & Municipal Cemetery. No budget was prepared for FY 2007. 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. 69 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds As of September 30, 2007 Special Revenue Funds Capital Projects Funds Permanent Funds Total Assets Equity in Cash and Cash Equivalents $ 5,936,181 $ 12,106,012 $ 838,672 $ 18,880,865 Equity in Investments 4,123,439 8,409,175 582,565 13,115,179 Receivables Accrued Interest 35,351 76,699 5,308 117,358 Grants 404,590 - 7,018 411,608 Accounts 57,293 204,618 (4,949) 256,962 Less Allowance for Uncollectible Accounts (57,293) (20,646) - (77,939) Inventories - - 1,275 1,275 Total Assets $ 10,499,561 $ 20,775,858 $ 1,429,889 $ 32,705,308 Liabilities and Fund Balances Liabilities Accounts Payable $ 133,230 $ 653,307 $ (11) $ 786,526 Retainage Payable 4,669 466,017 - 470,686 Interfund Payable 200,000 - - 200,000 Accrued Liabilities - 244 - 244 Other Deferred Revenues 322 - - 322 Total Liabilities 338,221 1,119,568 (11) 1,457,778 Fund Balances Reserved Reserved for Encumbrances 12,500 - - 12,500 Reserved for Capital Projects - 19,656,290 - 19,656,290 Reserved for Perpetual Care - - 1,429,900 1,429,900 Unreserved Undesignated 10,148,840 - - 10,148,840 Total Fund Balances 10,161,340 19,656,290 1,429,900 31,247,530 Total Liabilities and Fund Balances $ 10,499,561 $ 20,775,858 $ 1,429,889 $ 32,705,308 70 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds - Special Revenue Funds As of September 30, 2007 Community Development Convention Center Hotel Tax Parks Escrow Memorial Cemetery Wolf Pen Creek Tax Increment Financing District Total Assets Equity in Cash and Cash Equivalents $ 373,166 $ 209,096 $ 3,451,182 $ 920,205 $ 24,151 $ 958,381 $ 5,936,181 Equity in Investments 259,212 145,244 2,397,288 639,201 16,776 665,718 4,123,439 Receivables Accrued Interest - 1,364 21,932 5,827 153 6,075 35,351 Grants 404,590 - - - - - 404,590 Accounts - - 57,293 - - - 57,293 Less Allowance for Uncollectible Accounts - - (57,293) - - - (57,293) Total Assets $ 1,036,968 $ 355,704 $ 5,870,402 $ 1,565,233 $ 41,080 $ 1,630,174 $ 10,499,561 Liabilities and Fund Balances Liabilities Accounts Payable $ 37,738 $ 27,516 $ 25,648 $ 2,050 $ 40,278 $ - $ 133,230 Retainage Payable - - - 4,669 - - 4,669 Interfund Payable - - 200,000 - - - 200,000 Other Deferred Revenues - - - - 322 - 322 Total Liabilities 37,738 27,516 225,648 6,719 40,600 - 338,221 Fund Balances Reserved Reserved for Encumbrances - - 12,500 - - - 12,500 Unreserved Undesignated 999,230 328,188 5,632,254 1,558,514 480 1,630,174 10,148,840 Total Fund Balances 999,230 328,188 5,644,754 1,558,514 480 1,630,174 10,161,340 Total Liabilities and Fund Balances $ 1,036,968 $ 355,704 $ 5,870,402 $ 1,565,233 $ 41,080 $ 1,630,174 $ 10,499,561 71 CITY OF COLLEGE STATION, TEXAS Combining Balance Sheet Nonmajor Governmental Funds - Capital Projects Funds For the Fiscal Year Ended September 30, 2007 Business Park Drainage Projects General Government Projects Parks Projects Total Assets Equity in Cash and Cash Equivalents $ 769,113 $ 2,120,161 $7,509,250 $1,707,488 $12,106,012 Equity in Investments 534,247 1,472,724 5,216,135 1,186,069 8,409,175 Receivables Accrued Interest 4,869 13,691 47,786 10,353 76,699 Accounts - 163,650 40,968 - 204,618 Less Allowance for Uncollectible Accounts - (20,646) - - (20,646) Total Assets $ 1,308,229 $ 3,749,580 $12,814,139 $2,903,910 $20,775,858 Liabilities and Fund Balances Liabilities Accounts Payable $ - $ 117,767 $281,617 $253,923 $653,307 Retainage Payable - 137,287 23,034 305,696 466,017 Accrued Liabilities - - - 244 244 Total Liabilities - 255,054 304,651 559,863 1,119,568 Fund Balances Reserved Reserved for Capital Projects 1,308,229 3,494,526 12,509,488 2,344,047 19,656,290 Total Fund Balances 1,308,229 3,494,526 12,509,488 2,344,047 19,656,290 Total Liabilities and Fund Balances $ 1,308,229 $ 3,749,580 $12,814,139 $2,903,910 $20,775,858 72 73 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, 2007 Special Revenue Funds Capital Projects Funds Permanent Funds Total Revenues Taxes $ 3,824,867 $ - $ - $ 3,824,867 Intergovernmental 1,393,311 - - 1,393,311 Charges for Services - 83,858 95,265 179,123 Special Assessments - 1,199,565 - 1,199,565 Investment Income 483,387 957,936 73,720 1,515,043 Reimbursed Expenditures - 89,411 - 89,411 Other 496,928 4,084 (3,624) 497,388 Total Revenues 6,198,493 2,334,854 165,361 8,698,708 Expenditures Current General Government 22,149 - - 22,149 Fiscal Services - 5,789 - 5,789 Public Works - 1,245 - 1,245 Parks and Recreation 822 5,467 - 6,289 Community Development Block Grant 215,707 - - 215,707 Home Grant 323,811 - - 323,811 Reimbursed Administrative 955,382 1,469,735 - 2,425,117 Contributions 1,422,500 - - 1,422,500 Other - 20,650 367 21,017 Capital Outlay 1,459,649 6,913,030 - 8,372,679 Debt Issuance Cost - 100,524 - 100,524 Total Expenditures 4,400,020 8,516,440 367 12,916,827 Excess (Deficiency) of Revenues Over (Under) Expenditures 1,798,473 (6,181,586) 164,994 (4,218,119) Other Financing Sources (Uses) Issuance of Debt - 5,190,000 - 5,190,000 Transfers In - 2,798,393 - 2,798,393 Transfers Out (1,442,627) (532,000) - (1,974,627) Total Other Financing Sources (Uses) (1,442,627) 7,456,393 - 6,013,766 Net Change in Fund Balances 355,846 1,274,807 164,994 1,795,647 Fund Balances, October 1 9,805,494 18,381,483 1,264,906 29,451,883 Fund Balances, September 30 $ 10,161,340 $ 19,656,290 $ 1,429,900 $ 31,247,530 74 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, 2007 Community Development Convention Center Hotel Tax Parks Escrow Memorial Cemetery Wolf Pen Creek Tax Increment Financing District Total Revenues Taxes -$ -$ 2,980,250$ -$ -$ 844,617$ 3,824,867$ Intergovernmental 1,393,311 - - - - - 1,393,311 Investment Income - 29,769 293,091 79,963 480 80,084 483,387 Other - - 500 496,428 - - 496,928 Total Revenues 1,393,311 29,769 3,273,841 576,391 480 924,701 6,198,493 Expenditures Current General Government - - 22,149 - - - 22,149 Parks and Recreation - - - - - 822 822 Community Development Block Grant 215,707 - - - - - 215,707 Home Grant 323,811 - - - - - 323,811 Reimbursed Administrative 475,986 4,756 474,640 - - - 955,382 Contributions - - 1,422,500 - - - 1,422,500 Capital Outlay - 285,667 - 483,558 - 690,424 1,459,649 Total Expenditures 1,015,504 290,423 1,919,289 483,558 - 691,246 4,400,020 Excess (Deficiency) of Revenues Over (Under) Expenditures 377,807 (260,654) 1,354,552 92,833 480 233,455 1,798,473 Other Financing Uses Transfers Out (363,852) - - - - (1,078,775) (1,442,627) Total Other Financing Uses (363,852) - - - - (1,078,775) (1,442,627) Net Change in Fund Balances 13,955 (260,654) 1,354,552 92,833 480 (845,320) 355,846 Fund Balances, October 1 985,275 588,842 4,290,202 1,465,681 - 2,475,494 9,805,494 Fund Balances, September 30 999,230$ 328,188$ 5,644,754$ 1,558,514$ 480$ 1,630,174$ 10,161,340$ 75 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, 2007 Business Park Drainage Projects General Government Projects Parks Projects Total Revenues Charges for Services -$ -$ -$ 83,858$ 83,858$ Special Assessment - 1,199,565 - - 1,199,565 Investment Income 78,244 227,207 543,679 108,806 957,936 Reimbursed Expenditures 24,540 - 64,871 - 89,411 Other - - 4,084 - 4,084 Total Revenues 102,784 1,426,772 612,634 192,664 2,334,854 Expenditures Current Fiscal Services - - 1,967 3,822 5,789 Public Works - 1,245 - - 1,245 Parks and Recreation - - 5,467 - 5,467 Reimbursed Administrative 25,644 1,214,911 214,219 14,961 1,469,735 Other - 6,765 13,885 - 20,650 Capital Outlay 68,873 2,118,752 1,584,348 3,141,057 6,913,030 Debt Issuance Cost - - 86,401 14,123 100,524 Total Expenditures 94,517 3,341,673 1,906,287 3,173,963 8,516,440 Excess (Deficiency) of Revenues Over (Under) Expenditures 8,267 (1,914,901) (1,293,653) (2,981,299) (6,181,586) Other Financing Sources (Uses) Issuance of Debt - - 3,545,688 1,644,312 5,190,000 Transfers In - - 2,446,892 351,501 2,798,393 Transfers Out (500,000) - (32,000) - (532,000) Total Other Financing Sources (Uses) (500,000) - 5,960,580 1,995,813 7,456,393 Net Change in Fund Balances (491,733) (1,914,901) 4,666,927 (985,486) 1,274,807 Fund Balances, October 1 1,799,962 5,409,427 7,842,561 3,329,533 18,381,483 Fund Balances, September 30 1,308,229$ 3,494,526$ 12,509,488$ 2,344,047$ 19,656,290$ 76 77 CITY OF COLLEGE STATION, TEXAS Debt Service Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 10,053,000$ 10,053,000$ 10,030,752$ (22,248)$ Investment Income 100,000 100,000 313,850 213,850 Accrued Bond Interest - - - - Total Revenues 10,153,000 10,153,000 10,344,602 191,602 Expenditures Debt Service Principal Payments 7,820,000 7,820,000 7,820,000 - Interest Payments 4,441,237 4,441,237 4,212,245 (228,992) Debt Issuance Cost 15,998 15,998 421,415 405,417 Total Expenditures 12,277,235 12,277,235 12,453,660 176,425 Deficiency of Revenues Under Expenditures (2,124,235) (2,124,235) (2,109,058) 15,177 Other Financing Sources (Uses) Issuance of Refunding Debt - - 10,255,000 10,255,000 Premium on Bonds Issued - - 373,648 373,648 Payment to Refunded Bond Escrow Agent - - (10,451,378) (10,451,378) Transfers In 2,325,070 2,325,070 2,325,071 1 Total Other Financing Sources 2,325,070 2,325,070 2,502,341 177,271 Net Change in Fund Balances 200,835 200,835 393,283 192,448 Fund Balances, October 1 3,238,645 3,238,645 3,072,775 (165,870) Fund Balances, September 30 3,439,480$ 3,439,480$ 3,466,058$ 26,578$ 78 CITY OF COLLEGE STATION, TEXAS Community Development Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Intergovernmental Community Development Block Grant 1,798,036$ 1,798,036$ 966,217$ (831,819)$ Home Grant 1,338,609 1,338,609 427,094 (911,515) Other - - - - Total Revenues 3,136,645 3,136,645 1,393,311 (1,743,334) Expenditures Community Development Block Grant 609,708 609,708 215,707 (394,001) Home Grant 1,271,160 1,271,160 323,811 (947,349) Reimbursed Administrative 498,987 498,987 475,986 (23,001) Affordable Housing 240,394 240,394 - (240,394) Total Expenditures 2,620,249 2,620,249 1,015,504 (1,604,745) Excess of Revenues Over Expenditures 516,396 516,396 377,807 (138,589) Other Financing Uses Transfers Out (756,927) (756,927) (363,852) 393,075 Total Other Financing Uses (756,927) (756,927) (363,852) 393,075 Change in Fund Balances (240,531) (240,531) 13,955 254,486 Fund Balances, October 1 1,004,054 1,004,054 985,275 (18,779) Fund Balances, September 30 763,523$ 763,523$ 999,230$ 235,707$ 79 CITY OF COLLEGE STATION, TEXAS Convention Center Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 10,000$ 10,000$ 29,769$ 19,769$ Total Revenues 10,000 10,000 29,769 19,769 Expenditures Current Reimbursed Administrative 4,785 4,785 4,756 (29) Other 40,000 40,000 - (40,000) Capital Outlay 3,000,000 3,000,000 285,667 (2,714,333) Total Expenditures 3,044,785 3,044,785 290,423 (2,754,362) Deficiency of Revenues Under Expenditures (3,034,785) (3,034,785) (260,654) 2,774,131 Other Financing Sources Issuance of Debt 4,040,000 4,040,000 - (4,040,000) Total Other Financing Sources 4,040,000 4,040,000 - (4,040,000) Change in Fund Balances 1,005,215 1,005,215 (260,654) (1,265,869) Fund Balances, October 1 557,357 557,357 588,842 31,485 Fund Balances, September 30 1,562,572$ 1,562,572$ 328,188$ (1,234,384)$ 80 CITY OF COLLEGE STATION, TEXAS Hotel Tax Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 2,769,000$ 2,769,000$ 2,980,250$ 211,250$ Investment Income 132,000 132,000 293,091 161,091 Other - - 500 500 Total Revenues 2,901,000 2,901,000 3,273,841 372,841 Expenditures Current General Government 792,000 792,000 22,149 (769,851) Reimbursed Administrative 402,497 402,497 474,640 72,143 Contributions 1,435,000 1,435,000 1,422,500 (12,500) Other 70,000 70,000 - (70,000) Contingency 65,000 65,000 - (65,000) Total Expenditures 2,764,497 2,764,497 1,919,289 (845,208) Excess of Revenues Over Expenditures 136,503 136,503 1,354,552 1,218,049 Other Financing Uses Transfers Out (850,000) (850,000) - 850,000 Total Other Financing Uses (850,000) (850,000) - 850,000 Change in Fund Balances (713,497) (713,497) 1,354,552 2,068,049 Fund Balances, October 1 3,115,720 3,115,720 4,290,202 1,174,482 Fund Balances, September 30 2,402,223$ 2,402,223$ 5,644,754$ 3,242,531$ 81 CITY OF COLLEGE STATION, TEXAS Parks Escrow Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 29,000$ 29,000$ 79,963$ 50,963$ Other 290,000 290,000 496,428 206,428 Total Revenues 319,000 319,000 576,391 257,391 Expenditures Current Other 7,220 7,220 - (7,220) Capital Outlay 1,080,321 1,407,376 483,558 (923,818) Total Expenditures 1,087,541 1,414,596 483,558 (931,038) Change in Fund Balances (768,541) (1,095,596) 92,833 1,188,429 Fund Balances, October 1 1,373,704 1,373,704 1,465,681 91,977 Fund Balances, September 30 605,163$ 278,108$ 1,558,514$ 1,280,406$ 82 CITY OF COLLEGE STATION, TEXAS Wolf Pen Creek Tax Increment Financing District Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Taxes 787,000$ 787,000$ 844,617$ 57,617$ Investment Income 17,000 17,000 80,084 63,084 Other - - - - Total Revenues 804,000 804,000 924,701 120,701 Expenditures Current Parks and Recreation - - 822 822 Capital Outlay 1,930,000 1,930,000 690,424 (1,239,576) Total Expenditures 1,930,000 1,930,000 691,246 (1,238,754) Excess (Deficiency) of Revenues Over (Under) Expenditures (1,126,000) (1,126,000) 233,455 1,359,455 Other Financing Uses Transfers Out (1,078,775) (1,078,775) (1,078,775) - Total Other Financing Uses (1,078,775) (1,078,775) (1,078,775) - Change in Fund Balances (2,204,775) (2,204,775) (845,320) 1,359,455 Fund Balances, October 1 2,483,401 2,483,401 2,475,494 (7,907) Fund Balances, September 30 278,626$ 278,626$ 1,630,174$ 1,351,548$ 83 CITY OF COLLEGE STATION, TEXAS Business Park Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 49,000$ 49,000$ 78,244$ 29,244$ Other - - 24,540 24,540 Total Revenues 49,000 49,000 102,784 53,784 Expenditures Current Reimbursed Administrative 25,804 25,804 25,644 (160) Capital Outlay - - 68,873 68,873 Debt Issuance Cost 10,000 10,000 - (10,000) Total Expenditures 35,804 35,804 94,517 58,713 Excess of Revenues Over Expenditures 13,196 13,196 8,267 (4,929) Other Financing Sources (Uses) Transfers Out (500,000) (500,000) (500,000) - Issuance of Debt 1,010,000 1,010,000 - (1,010,000) Total Other Financing Sources (Uses) 510,000 510,000 (500,000) (1,010,000) Change in Fund Balances 523,196 523,196 (491,733) (1,014,929) Fund Balances, October 1 1,756,700 1,756,700 1,799,962 43,262 Fund Balances, September 30 2,279,896$ 2,279,896$ 1,308,229$ (971,667)$ 84 CITY OF COLLEGE STATION, TEXAS Drainage Projects Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Special Assessment 1,186,500$ 1,186,500$ 1,199,565$ 13,065$ Investment Income 86,000 86,000 227,207 141,207 Total Revenues 1,272,500 1,272,500 1,426,772 154,272 Expenditures Current Fiscal Services 7,200 7,200 1,245 (5,955) Reimbursed Administrative 1,238,734 1,238,734 1,214,911 (23,823) Contributions - - - - Other - - 6,765 6,765 Capital Outlay 701,400 701,400 2,118,752 1,417,352 Total Expenditures 1,947,334 1,947,334 3,341,673 1,394,339 Change in Fund Balances (674,834) (674,834) (1,914,901) (1,240,067) Fund Balances, October 1 3,928,707 3,928,707 5,409,427 1,480,720 Fund Balances, September 30 3,253,873$ 3,253,873$ 3,494,526$ 240,653$ 85 CITY OF COLLEGE STATION, TEXAS General Government Projects Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Investment Income 113,000$ 113,000$ 543,679$ 430,679$ Other - 63,871 68,955 5,084 Total Revenues 113,000 176,871 612,634 435,763 Expenditures Current Fiscal Services - 75,000 1,967 (73,033) Parks - - 5,467 5,467 Reimbursed Administrative 215,562 215,562 214,219 (1,343) Other - - 13,885 13,885 Capital Outlay 7,277,668 8,352,539 1,584,348 (6,768,191) Debt Issuance Cost 66,000 66,000 86,401 20,401 Total Expenditures 7,559,230 8,709,101 1,906,287 (6,802,814) Deficiency of Revenues Under Expenditures (7,446,230) (8,532,230) (1,293,653) 7,238,577 Other Financing Sources (Uses) Issuance of Debt 6,712,300 6,712,300 3,545,688 (3,166,612) Transfers In 2,414,892 2,446,892 2,446,892 - Transfers Out - (32,000) (32,000) - Total Other Financing Sources 9,127,192 9,127,192 5,960,580 (3,166,612) Change in Fund Balances 1,680,962 594,962 4,666,927 4,071,965 Fund Balances, October 1 5,915,508 5,915,508 7,842,561 1,927,053 Fund Balances, September 30 7,596,470$ 6,510,470$ 12,509,488$ 5,999,018$ 86 CITY OF COLLEGE STATION, TEXAS Parks Projects Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Charges for Services 71,100$ 71,100$ 83,858$ 12,758$ Investment Income 63,000 63,000 108,806 45,806 Other - - - - Total Revenues 134,100 134,100 192,664 58,564 Expenditures Current Fiscal Services - - 3,822 3,822 Reimbursed Administrative 15,057 15,057 14,961 (96) Other - - - - Capital Outlay 1,699,000 1,863,865 3,141,057 1,277,192 Debt Issuance Cost 10,000 10,000 14,123 4,123 Total Expenditures 1,724,057 1,888,922 3,173,963 1,285,041 Deficiency of Revenues Under Expenditures (1,589,957) (1,754,822) (2,981,299) (1,226,477) Other Financing Sources Issuance of Debt 1,475,000 1,475,000 1,644,312 169,312 Transfers In 667,000 667,000 351,501 (315,499) Total Other Financing Sources 2,142,000 2,142,000 1,995,813 (146,187) Change in Fund Balances 552,043 387,178 (985,486) (1,372,664) Fund Balances, October 1 4,004,211 4,004,211 3,329,533 (674,678) Fund Balances, September 30 4,556,254$ 4,391,389$ 2,344,047$ (2,047,342)$ 87 CITY OF COLLEGE STATION, TEXAS Streets Projects Fund Schedule of Revenues, Expenditures, and Changes in Fund Balances Budget and Actual For the Fiscal Year Ended September 30, 2007 Original Budget Revised Budget Actual Variance Over (Under) Revenues Intergovernmental -$ -$ 14,287$ 14,287$ Investment Income 363,000 363,000 1,218,581 855,581 Other - 25,000 397,191 372,191 Total Revenues 363,000 388,000 1,630,059 1,242,059 Expenditures Current General Government 162,000 162,000 63,193 (98,807) Fiscal Services - - 235 235 Reimbursed Administrative 841,248 841,248 836,011 (5,237) Other - - - - Capital Outlay 7,993,154 8,864,351 5,326,536 (3,537,815) Debt Issuance Cost 39,000 39,000 5,867 (33,133) Intergovernmental - 315,823 342,630 26,807 Total Expenditures 9,035,402 10,222,422 6,574,472 (3,647,950) Deficiency of Revenues Under Expenditures (8,672,402) (9,834,422) (4,944,413) 4,890,009 Other Financing Sources Issuance of Debt 3,929,000 3,929,000 2,700,000 (1,229,000) Transfers In - - 2,483 2,483 Total Other Financing Sources 3,929,000 3,929,000 2,702,483 (1,226,517) Change in Fund Balances (4,743,402) (5,905,422) (2,241,930) 3,663,492 Fund Balances, October 1 19,733,239 19,733,239 24,049,456 4,316,217 Fund Balances, September 30 14,989,837$ 13,827,817$ 21,807,526$ 7,979,709$ 88 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. 89 CITY OF COLLEGE STATION, TEXAS Combining Statement of Net Assets Nonmajor Enterprise Funds As of September 30, 2007 Sanitation Northgate Parking Garage Total Current Assets Equity in Cash and Cash Equivalents 100,460$ 628,188$ 728,648$ Equity in Investments 69,782 436,357 506,139 Receivables Accrued Interest 1,065 3,934 4,999 Accounts 933,686 30,788 964,474 Notes 12,522 - 12,522 Less Allowance for Uncollectible Accounts (99,046) (170) (99,216) Inventories 5,075 - 5,075 Total Current Assets 1,023,544 1,099,097 2,122,641 Equity in Joint Venture 8,648,008 - 8,648,008 Property and Equipment Buildings - 5,743,755 5,743,755 Machinery and Equipment 1,149,026 183,551 1,332,577 Accumulated Depreciation (1,139,704) (985,175) (2,124,879) Construction in Progress - 4,330 4,330 Land - 690,707 690,707 Total Property and Equipment 9,322 5,637,168 5,646,490 Total Assets 9,680,874 6,736,265 16,417,139 Liabilities Current Liabilities Accounts Payable 63,644 1,887 65,531 Accrued Liabilities 119,013 18,836 137,849 Other Deferred Revenues - 94,605 94,605 Total Current Liabilities 182,657 115,328 297,985 Current Liabilities Payable from Restricted Assets Refundable Deposits - 11,050 11,050 Total Current Liabilities Payable from Restricted Assets - 11,050 11,050 Noncurrent Liabilities Accrued Vacation 46,262 1,863 48,125 Total Noncurrent Liabilities 46,262 1,863 48,125 Total Liabilities 228,919 128,241 357,160 Net Assets Invested in Capital Assets, net of related debt 9,322 5,637,168 5,646,490 Unrestricted 9,442,633 970,856 10,413,489 Net Assets 9,451,955$ 6,608,024$ 16,059,979$ 90 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, 2007 Sanitation Northgate Parking Garage Total Operating Revenues Garbage Collection Fees 6,419,816$ -$ 6,419,816$ Charges for Services - 616,981 616,981 Other 64,658 - 64,658 Total Operating Revenues 6,484,474 616,981 7,101,455 Operating Expenses Salaries and Benefits 1,692,971 243,038 1,936,009 Supplies 296,629 12,556 309,185 Maintenance 576,217 21,421 597,638 Purchased Professional Services 435,727 78,953 514,680 Purchased Property Services 1,551,685 44,796 1,596,481 Other Purchased Services 904,781 5,982 910,763 Reimbursed Administrative 572,760 36,847 609,607 Depreciation 9,824 153,847 163,671 Other 38,075 - 38,075 Total Operating Expenses 6,078,669 597,440 6,676,109 Operating Income 405,805 19,541 425,346 Nonoperating Revenues (Expenses) Investment Income 10,782 52,900 63,682 Reimbursed Expenses 2,280 - 2,280 Earnings in Joint Venture 1,025,440 - 1,025,440 Other, Net (49,803) 3,142 (46,661) Total Nonoperating Revenues 988,699 56,042 1,044,741 Income Before Transfers 1,394,504 75,583 1,470,087 Transfers Transfers Out (421,500) - (421,500) Total Transfers (421,500) - (421,500) Change in Net Assets 973,004 75,583 1,048,587 Beginning Net Assets 8,478,951 6,532,441 15,011,392 Ending Net Assets 9,451,955$ 6,608,024$ 16,059,979$ 91 Northgate Parking Sanitation Garage Total Cash Flows from Operating Activities: Cash Received from Customers 6,306,719$ 590,921$ 6,897,640$ Cash Payments to Suppliers for Goods and Services (4,431,274) (196,847) (4,628,121) Cash Payments to Employees for Services (1,676,073) (245,232) (1,921,305) Customer Deposits Received - 2,760 2,760 Cash Received for Reimbursed Expenses 2,280 - 2,280 Cash Received for Miscellaneous Revenues - 3,142 3,142 Cash Paid for Miscellaneous Expenses (51,864) - (51,864) Net Cash Provided by Operating Activities 149,788 154,744 304,532 Cash Flows from Noncapital Financing Activities: Transfers Out to Other Funds (421,500) - (421,500) Net Cash Used by Noncapital Financing Activities (421,500) - (421,500) Cash Flows from Capital and Related Financing Activities: Acquisition and Construction of Capital Assets - (37,507) (37,507) Proceeds from Sale of Assets - 18,943 18,943 Net Cash Used by Capital and Related Financing Activities - (18,564) (18,564) Cash Flows from Investing Activities: Purchase of Investments (244,566) (1,207,902) (1,452,468) Proceeds from Sale and Maturities of Investment Securities 377,676 1,182,401 1,560,077 Investment Income 11,409 51,779 63,188 Net Cash Provided by Investing Activities 144,519 26,278 170,797 Net Increase (Decrease) in Cash and Cash Equivalents (127,193) 162,458 35,265 Cash and Cash Equivalents, Oct. 1 227,653 465,730 693,383 Cash and Cash Equivalents, Sept. 30 100,460$ 628,188$ 728,648$ Reconciliation of Operating Income to Net Cash Provided by Operating Activities: Operating Income 405,805$ 19,541$ 425,346$ Adjustment to Reconcile Operating Income to Net Cash Provided by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 9,824 153,847 163,671 Provision for Uncollectible Accounts 18,992 95 19,087 Miscellaneous Nonoperating Revenues 2,280 3,142 5,422 Miscellaneous Nonoperating Expenses (51,864) - (51,864) Changes in Assets and Liabilities: Change in Accounts Receivable (177,782) (27,869) (205,651) Change in Deferred Revenues - 1,809 1,809 Change in Inventory 5,229 - 5,229 Change in Accounts Payable (83,796) 3 (83,793) Change in Accrued Liabilities 10,692 3,091 13,783 Change in Refundable Deposits - 2,760 2,760 Change in Accrued Vacation 10,408 (1,675) 8,733 Total Adjustments (256,017) 135,203 (120,814) Net Cash Provided by Operating Activities 149,788$ 154,744$ 304,532$ CITY OF COLLEGE STATION, TEXAS Combining Statement of Cash Flows Nonmajor Enterprise Funds For the Fiscal Year Ended September 30, 2007 92 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 Customer Service - 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. 93 CITY OF COLLEGE STATION, TEXAS Combining Statement of Net Assets Internal Service Funds As of September 30, 2007 Communication Services Employee Benefits Equipment Replacement Fleet Maintenance Print/Mail Services Current Assets Equity in Cash and Cash Equivalents 112,474$ 3,042,010$ 2,471,694$ 54,787$ -$ Equity in Investments 78,127 2,113,065 1,716,908 38,056 (595) Receivables Accrued Interest 715 19,270 15,557 367 - Accounts - 2,285 - - - Other - - - - - Less Allowance for Uncollectible Accounts - (14) - - - Inventories - - - 176,633 - Total Current Assets 191,316 5,176,616 4,204,159 269,843 (595) Property and Equipment Buildings - - - 786,525 - Machinery and Equipment 1,226,849 - 26,329,064 284,854 161,418 Accumulated Depreciation (1,127,738) - (16,458,755) (493,383) (146,438) Construction in Progress - - 892,738 - - Total Property and Equipment 99,111 - 10,763,047 577,996 14,980 Total Assets 290,427 5,176,616 14,967,206 847,839 14,385 Liabilities Current Liabilities Accounts Payable 58,936 115,546 289,134 119,406 20,485 Due to Other Funds - - - - 81,459 Claims Payable - 285,000 - - - Accrued Liabilities 15,586 - 149,310 32,930 14,340 Total Current Liabilities 74,522 400,546 438,444 152,336 116,284 Noncurrent Liabilities Claims Payable - - - - - Accrued Vacation 10,895 - - 51,387 15,611 Total Noncurrent Liabilities 10,895 - - 51,387 15,611 Total Liabilities 85,417 400,546 438,444 203,723 131,895 Net Assets Invested in Capital Assets 99,111 - 10,763,047 577,996 14,980 Unreserved 105,899 4,776,070 3,765,715 66,120 (132,490) Total Net Assets 205,010$ 4,776,070$ 14,528,762$ 644,116$ (117,510)$ 94 Property and Casualty Unemployment Utility Customer Service Workers' Compensation Total 559,851$ 119,220$ 156,388$ 611,023$ 7,127,447$ 388,888 82,814 108,631 424,433 4,950,327 3,554 755 988 3,878 45,084 25,000 - 31,784 - 59,069 - - 14,225 - 14,225 - - (24,254) - (24,268) - - - - 176,633 977,293 202,789 287,762 1,039,334 12,348,517 - - - - 786,525 - - 1,542,924 - 29,545,109 - - (979,607) - (19,205,921) - - - - 892,738 - - 563,317 - 12,018,451 977,293 202,789 851,079 1,039,334 24,366,968 1,973 - 31,005 10,899 647,384 - - - - 81,459 138,373 - - 156,835 580,208 - - 51,321 - 263,487 140,346 - 82,326 167,734 1,572,538 338,776 - - 267,043 605,819 - - 61,258 - 139,151 338,776 - 61,258 267,043 744,970 479,122 - 143,584 434,777 2,317,508 - - 563,317 - 12,018,451 498,171 202,789 144,178 604,557 10,031,009 498,171$ 202,789$ 707,495$ 604,557$ 22,049,460$ 95 CITY OF COLLEGE STATION, TEXAS Combining Statement of Revenues, Expenses, and Changes in Fund Net Assets Internal Service Funds For the Fiscal Year Ended September 30, 2007 Communication Services Employee Benefits Equipment Replacement Fleet Maintenance Print/Mail Services Property and Casualty Operating Revenues Charges for Services 739,440$ -$ 4,039,858$ 1,764,994$ 441,613$ -$ Premiums - 5,550,938 - - - 857,503 Other - 31,843 - - - - Total Operating Revenues 739,440 5,582,781 4,039,858 1,764,994 441,613 857,503 Operating Expenses Salaries and Benefits 383,263 - - 790,616 223,536 - Supplies 13,645 - 9,806 673,491 110,258 27,038 Maintenance 200,868 - 21,138 24,629 30,967 - Purchased Professional Services 373 4,535 - 406 58 - Purchased Property Services 18,014 - - 16,745 26,857 - Other Purchased Services 39,558 191 - 56,674 70,354 - Claims - 4,404,613 - - - 282,703 Administration Fees - 381,257 - - - 16,635 Premiums - 459,677 - - - 232,480 Reimbursed Administrative 178,086 60,510 - 165,988 35,748 92,337 Contributions - - 455,720 - - - Depreciation 18,202 - 2,514,534 27,910 3,789 - Other - 19,142 - 81,708 - 3,861 Total Operating Expenses 852,009 5,329,925 3,001,198 1,838,167 501,567 655,054 Operating Income (Loss) (112,569) 252,856 1,038,660 (73,173) (59,954) 202,449 Nonoperating Revenues (Expenses) Investment Income 12,377 275,074 259,990 9,595 (5,611) 41,916 Reimbursed Expenses - - - - - 18,349 Other, Net - 1,109 (1,884) - 290 - Total Nonoperating Revenues (Expenses) 12,377 276,183 258,106 9,595 (5,321) 60,265 Income (Loss) Before Transfers (100,192) 529,039 1,296,766 (63,578) (65,275) 262,714 Transfers Transfers In - - - - 23,349 - Transfers Out - - (2,966,517) - - - Total Transfers - - (2,966,517) - 23,349 - Change in Net Assets (100,192) 529,039 (1,669,751) (63,578) (41,926) 262,714 Beginning Net Assets 305,202 4,247,031 16,198,513 707,694 (75,584) 235,457 Ending Net Assets 205,010$ 4,776,070$ 14,528,762$ 644,116$ (117,510)$ 498,171$ 96 Unemployment Utility Customer Service Workers' Compensation Total -$ 2,356,800$ -$ 9,342,705$ 60,402 - 790,983 7,259,826 - 213,868 6,792 252,503 60,402 2,570,668 797,775 16,855,034 - 1,337,077 - 2,734,492 - 64,333 36,731 935,302 - 53,267 - 330,869 - 63,973 12,000 81,345 - 37,968 - 99,584 - 488,764 - 655,541 8,952 - 102,050 4,798,318 - - 50,000 447,892 - - 125,557 817,714 - 459,527 92,337 1,084,533 - - - 455,720 - 55,339 - 2,619,774 - 8,658 - 113,369 8,952 2,568,906 418,675 15,174,453 51,450 1,762 379,100 1,680,581 9,174 18,103 45,263 665,881 - - - 18,349 - - 186,076 185,591 9,174 18,103 231,339 869,821 60,624 19,865 610,439 2,550,402 - - - 23,349 - (7,164) - (2,973,681) - (7,164) - (2,950,332) 60,624 12,701 610,439 (399,930) 142,165 694,794 (5,882) 22,449,390 202,789$ 707,495$ 604,557$ 22,049,460$ 97 Communication Employee Equipment Fleet Print/Mail Services Benefits Replacement Maintenance Services Cash Flows from Operating Activities: Cash Received from Customers 739,440$ 5,583,080$ 4,039,858$ 1,764,994$ 441,613$ Cash Payments to Suppliers for Goods and Services (401,303) (5,356,227) (104,866) (1,031,098) (243,821) Cash Payments to Employees for Services (382,552) - - (778,667) (216,117) Cash Received for Reimbursed Expenses - - - - - Cash Received for Miscellaneous Revenues - 1,109 - - 290 Cash Received from Other Funds - - - - 15,642 Net Cash Provided (Used) by Operating Activities (44,415) 227,962 3,934,992 (44,771) (2,393) Cash Flows from Noncapital Financing Activities: Transfers In from Other Funds - - - - 23,349 Transfers Out to Other Funds - - (2,966,517) - - Net Cash Provided (Used) by Noncapital Financing Activities - - (2,966,517) - 23,349 Cash Flows from Capital and Related Financing Activities: Acquisition and Construction of Capital Assets - - (4,669,052) (5,700) (14,905) Proceeds from Sale of Assets - - 313,713 - - Net Cash Used by Capital and Related Financing Activities - - (4,355,339) (5,700) (14,905) Cash Flows from Investing Activities: Purchase of Investments (228,446) (5,925,574) (5,487,112) (115,952) - Proceeds from Sale and Maturities of Investment Securities 254,671 5,994,923 7,186,871 140,538 - Investment Income 12,376 270,799 267,709 9,663 (6,051) Net Cash Provided (Used) by Investing Activities 38,601 340,148 1,967,468 34,249 (6,051) Net Increase (Decrease) in Cash and Cash Equivalents (5,814) 568,110 (1,419,396) (16,222) - Cash and Cash Equivalents, Oct. 1 118,288 2,473,900 3,891,090 71,009 - Cash and Cash Equivalents, Sept. 30 112,474$ 3,042,010$ 2,471,694$ 54,787$ -$ Reconciliation of Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Operating Income (Loss) (112,569)$ 252,856$ 1,038,660$ (73,173)$ (59,954)$ Adjustment to Reconcile Operating Income (Loss) to Net Cash Provided (Used) by Operating Activities: Depreciation, Bad Debt Expense, Inventory Loss 18,202 - 2,514,534 27,910 3,789 Provision for Uncollectible Accounts - - - - - Miscellaneous Nonoperating Revenues - 1,109 - - 290 Miscellaneous Nonoperating Expenses - - - - - Changes in Assets and Liabilities: Change in Accounts Receivable - 299 - - - Change in Inventory - - - (78,951) 29,934 Change in Prepaid Costs - - - - 21,967 Change in Accounts Payable 49,240 (101,428) 232,488 67,494 (21,480) Change in Due to Other Funds - - - - 15,642 Change in Claims Payable - 75,126 - - - Change in Accrued Liabilities 1,966 - 149,310 6,158 6,669 Change in Accrued Vacation (1,254) - - 5,791 750 Total Adjustments 68,154 (24,894) 2,896,332 28,402 57,561 Net Cash Provided (Used) by Operating Activities (44,415)$ 227,962$ 3,934,992$ (44,771)$ (2,393)$ CITY OF COLLEGE STATION, TEXAS Combining Statement of Cash Flows Internal Service Funds For the Fiscal Year Ended September 30, 2007 98 Property and Utility Customer Workers' Casualty Unemployment Service Compensation Total 861,612$ 60,402$ 2,567,976$ 797,775$ 16,856,750$ (536,141) (8,952) (1,147,122) (606,560) (9,436,090) - - (1,336,214) - (2,713,550) 18,350 - - - 18,350 - - - 186,076 187,475 - - - - 15,642 343,821 51,450 84,640 377,291 4,928,577 - - - - 23,349 - - (7,164) - (2,973,681) - - (7,164) - (2,950,332) - - - - (4,689,657) - - - - 313,713 - - - - (4,375,944) (1,036,360) (224,670) (292,498) (1,130,801) (14,441,413) 912,169 208,276 263,151 994,552 15,955,151 40,169 8,873 17,663 43,308 664,509 (84,022) (7,521) (11,684) (92,941) 2,178,247 259,799 43,929 65,792 284,350 (219,452) 300,052 75,291 90,596 326,673 7,346,899 559,851$ 119,220$ 156,388$ 611,023$ 7,127,447$ 202,449$ 51,450$ 1,762$ 379,100$ 1,680,581$ - - 55,339 - 2,619,774 (2,235) - 2,878 - 643 18,350 - - 186,076 205,825 - - - - - 4,109 - (2,692) - 1,716 - - - - (49,017) - - - - 21,967 (13,436) - 26,490 1,671 241,039 - - - - 15,642 134,584 - - (189,556) 20,154 - - 4,403 - 168,506 - - (3,540) - 1,747 141,372 - 82,878 (1,809) 3,247,996 343,821$ 51,450$ 84,640$ 377,291$ 4,928,577$ 99 100 CAPITAL ASSETS USED IN THE OPERATION OF GOVERNMENTAL FUNDS 101 102 Governmental funds capital assets: Buildings and Building Improvements 21,650,247$ Improvements 22,670,145 Machinery and Equipment 6,273,482 Infrastructure 171,360,045 Construction in Progress 26,723,932 Land 28,010,449 276,688,300$ Investments in governmental funds capital assets by source: Capital Projects 174,632,913$ General Fund Revenues 6,255,729 Special Revenue Funds 11,493,069 Contributions 84,306,589 276,688,300$ 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, 2007 103 Improvements Machine/Tool Function and Activity Total Buildings Other than Bldg Equipment Infrastructure Land Planning and Development Services: Development Services Administration 38,499$ 15,500$ -$ 22,999$ -$ -$ Inspection - - - - - - 38,499 15,500 - 22,999 - - Fire: Emergency Management 9,818 - - 9,818 - - Emergency Medical Services 312,952 - - 312,952 - - Fire Administration 310,024 - - 310,024 - - Fire Prevention - - - - - - Fire Suppression 302,955 - - 302,955 - - 935,749 - - 935,749 - - Fiscal Services: Accounting - - - - - - Budget/Research - - - - - - Fiscal Administration - - - - - - Municipal Court 111,916 - - 111,916 - - Purchasing - - - - - - Risk Management - - - - - - 111,916 - - 111,916 - - General Government: 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 24,916,613 398,660 753,545 2,200,059 607,061 20,957,288 Public Communications 189,665 - - 189,665 - - 26,658,414 398,660 753,545 2,469,046 607,061 22,430,102 Information Services: Geographic Information Systems 32,292 - - 32,292 - - Library Services 316,969 - - 276,969 - 40,000 Management Information Systems 1,074,686 - - 1,074,686 - - IS Administration 155,994 - - 155,994 - - 1,579,941 - - 1,539,941 - 40,000 Police: Criminal Investigation 36,620 - - 36,620 - - Communications/Jail - - - - - - Police Administration 324,006 - - 324,006 - - Professional Standards - - - - - - Quartermaster 55,256 - - 55,256 - - Special Services 71,786 - - 71,786 - - Technical Services - - - - - - Uniform Patrol 177,648 - - 177,648 - - 665,316 - - 665,316 - - CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule by Function and Activity For the Fiscal Year Ended September 30, 2007 104 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 For the Fiscal Year Ended September 30, 2007 Parks and Recreation: Forestry 24,025 - 13,735 10,290 - - Parks Administration 207,050 - 207,050 - - - Parks Maintenance/Operations 278,632 - 149,571 129,061 - - Capital Projects 21,382,921 916,965 19,453,501 - - 1,012,455 Recreation 5,199 - - 5,199 - - Special Facilities 60,502 - 10,619 49,883 - - 21,958,329 916,965 19,834,476 194,433 - 1,012,455 Public Works: Drainage Maintenance 14,993 - - 14,993 - - Engineering 17,987 - - 17,987 - - Facilities Maintenance 117,858 70,238 - 14,720 - 32,900 Public Works Administration 20,517 - - 20,517 - - Capital Projects 51,749,183 - 1,430,034 - 48,835,224 1,483,925 Streets Maintenance 212,323 - - 212,323 - - Traffic Signs/Markings 5,689 - - 5,689 - - Traffic Signals 47,853 - - 47,853 - - 52,186,403 70,238 1,430,034 334,082 48,835,224 1,516,825 Other: Non-departmental 145,829,801 20,248,884 652,090 - 121,917,760 3,011,067 145,829,801 20,248,884 652,090 - 121,917,760 3,011,067 Construction in Progress 26,723,932 1,670,473 7,326,615 604,000 17,122,844 - 26,723,932 1,670,473 7,326,615 604,000 17,122,844 - Total Governmental Funds Capital Assets 276,688,300$ 23,320,720$ 29,996,760$ 6,877,482$ 188,482,889$ 28,010,449$ 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. 105 Governmental Funds Governmental Funds Capital Assets Capital Assets Function and Activity 9/30/06 Additions Retirements Transfers/Other 9/30/07 Planning and Development Services: Development Services Administration 38,499$ -$ -$ -$ 38,499$ Inspection - - 38,499 - - - 38,499 Fire: Emergency Management 9,818 - - - 9,818 Emergency Medical Services 312,952 - - - 312,952 Fire Administration 310,024 - - - 310,024 Fire Prevention - - - - - Fire Suppression 259,175 43,780 - - 302,955 891,969 43,780 - - 935,749 Fiscal Services: Accounting - - - - - Budget/Research - - - - - Fiscal Administration - - - - - Municipal Court 79,991 31,925 - - 111,916 Purchasing - - - - - Risk Management - - - - - 79,991 31,925 - - 111,916 General Government: 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 23,762,484 1,208,129 (54,000) - 24,916,613 Public Communications 179,343 10,322 - - 189,665 25,493,963 1,218,451 (54,000) - 26,658,414 Information Services: Geographic Information Systems 32,292 - - - 32,292 Library Services 276,969 40,000 - - 316,969 Management Information Systems 1,021,443 53,243 - - 1,074,686 IS Administration 155,994 - - - 155,994 1,486,698 93,243 - - 1,579,941 Police: Criminal Investigation 36,620 - - - 36,620 Communications/Jail - - - - - Police Administration 324,006 - - - 324,006 Professional Standards - - - - - Quartermaster 16,849 38,407 - - 55,256 Special Services 42,912 28,874 - - 71,786 Technical Services - - - - - Uniform Patrol 51,838 125,810 - - 177,648 472,225 193,091 - - 665,316 CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule of Changes by Function and Activity For the Fiscal Year Ended September 30, 2007 106 Governmental Funds Governmental Funds Capital Assets Capital Assets Function and Activity 9/30/06 Additions Retirements Transfers/Other 9/30/07 CITY OF COLLEGE STATION, TEXAS Capital Assets Used in the Operation of Governmental Funds Schedule of Changes by Function and Activity For the Fiscal Year Ended September 30, 2007 Parks and Recreation: Forestry 24,025 - - - 24,025 Parks Administration 207,050 - - - 207,050 Parks Maintenance/Operations 278,632 - - - 278,632 Capital Projects 19,867,669 1,515,252 - - 21,382,921 Recreation 5,199 - - - 5,199 Special Facilities 22,619 37,883 - - 60,502 20,405,194 1,553,135 - - 21,958,329 Public Works: Drainage Maintenance 14,993 - - - 14,993 Engineering 17,987 - - - 17,987 Facilities Maintenance 117,858 - - - 117,858 Public Works Administration 20,517 - - - 20,517 Capital Projects 50,032,606 1,778,327 (61,750) - 51,749,183 Streets Maintenance 204,588 7,735 - - 212,323 Traffic Signs/Markings 5,689 - - - 5,689 Traffic Signals 47,854 - (1) - 47,853 50,462,092 1,786,062 (61,751) - 52,186,403 Other: Non-departmental 139,605,130 6,914,671 (690,000) - 145,829,801 139,605,130 6,914,671 (690,000) - 145,829,801 Construction in Progress 19,044,324 13,801,448 (6,121,840) - 26,723,932 19,044,324 13,801,448 (6,121,840) - 26,723,932 Total Governmental Funds Capital Assets 257,980,085$ 25,635,806$ (6,927,591)$ -$ 276,688,300$ 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. 107 108 CITY OF COLLEGE STATION STATISTICAL SECTION STATISTICAL SECTION - UNAUDITED This section of the City of College Station’s comprehensive annual financial report presents detailed information as a context for understanding what the information in the financial statements, note disclosures, and required supplementary information says about the City’s overall financial condition. Contents Financial Trends These schedules contain trend information to help the reader understand how the City’s financial performance and well-being have changed over time. (Pages 111-117) Revenue Capacity These schedules contain information to help the reader assess the factors affecting the City’s ability to generate its property and sales taxes. (Pages 118-125) Debt Capacity These schedules present information to help the reader assess the affordability of the City’s current levels of outstanding debt and the City’s ability to issue additional debt in the future. (Pages 126-130) Demographic and Economic Information These schedules offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place and to help make comparisons over time and with other governments. (Pages 131-132) Operating Information These schedules contain information about the City’s operations and resources to help the reader understand how the City’s financial information relates to the services the City provides and the activities it performs. (Pages 133-136) Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. The City implemented GASB Statement 34 in 2003; schedules presenting government-wide information include information beginning in that year. 109 110 CITY OF COLLEGE STATION, TEXAS NET ASSETS BY COMPONENT LAST FIVE FISCAL YEARS (accrual basis of accounting) Fiscal Year 2003 2004 2005 2006 2007 Governmental activities Invested in capital assets, net of related debt 86,587,535$ 100,066,963$ 106,460,949$ 108,287,795$ 113,750,039$ Restricted 12,031,989 4,289,623 4,289,531 4,564,184 5,089,422 Unrestricted 28,076,989 25,962,837 27,897,090 39,602,065 45,967,901 Total governmental activities net assets 126,696,513$ 130,319,423$ 138,647,570$ 152,454,044$ 164,807,362$ Business-type activities Invested in capital assets, net of related debt 109,857,913$ 130,810,275$ 132,001,489$ 142,778,246$ 147,043,092$ Restricted 2,466,731 2,651,325 2,797,735 2,920,980 3,056,356 Unrestricted 31,766,395 29,665,429 30,830,640 32,980,043 37,474,945 Total business-type activities net assets 144,091,039$ 163,127,029$ 165,629,864$ 178,679,269$ 187,574,393$ Primary government Invested in capital assets, net of related debt 196,445,448$ 230,877,238$ 238,462,438$ 251,066,041$ 260,793,131$ Restricted 14,498,720 6,940,948 7,087,266 7,485,164 8,145,778 Unrestricted 59,843,384 55,628,266 58,727,730 72,582,108 83,442,846 Total primary government net assets 270,787,552$ 293,446,452$ 304,277,434$ 331,133,313$ 352,381,755$ Source: City of College Station Note: The City began to report accrual information when it implemented GASB Statement 34 in fiscal year 2003 111 CITY OF COLLEGE STATION, TEXAS CHANGES IN NET ASSETS LAST FIVE FISCAL YEARS (accrual basis of accounting) Fiscal Year 2003 2004 2005 2006 2007 Expenses Governmental activities: General government 7,857,618$ 7,536,427$ 6,457,556$ 7,755,725$ 7,654,393$ Fiscal services 1,834,859 1,953,189 2,467,187 2,452,442 2,442,439 Police 9,374,251 9,654,447 10,666,318 11,214,413 12,299,698 Fire 7,102,089 7,189,495 7,853,876 8,280,257 9,472,331 Planning and development services 1,651,761 1,586,114 1,580,317 1,449,327 1,603,963 Public works 5,242,162 5,004,976 5,401,568 6,227,707 6,620,846 Parks and recreation 6,361,728 6,154,862 6,549,466 7,353,984 9,148,511 Information services 2,919,155 2,652,957 2,881,863 3,087,596 2,689,720 Interest on long-term debt 3,643,268 3,448,533 3,895,520 4,116,871 4,291,022 Unallocated depreciation 2,543,780 2,690,998 5,430,745 5,759,049 6,026,372 Total governmental activities expense 48,530,671 47,871,998 53,184,416 57,697,371 62,249,295 Business-type activities: Electric 43,299,695 41,120,750 47,815,339 51,250,110 60,242,408 Water 6,283,025 6,542,184 7,908,695 7,770,081 8,302,863 Sewer 7,347,315 7,214,296 7,262,208 7,973,677 8,179,813 Sanitation 4,419,352 4,848,591 4,931,079 5,421,624 5,916,431 Cedar Creek Condominiums - 61,150 - - - Northgate parking 461,394 550,544 591,944 621,593 591,980 Total business-type activities expense 61,810,781 60,337,515 68,509,265 73,037,085 83,233,495 Total primary government expense 110,341,452$ 108,209,513$ 121,693,681$ 130,734,456$ 145,482,790$ Program Revenues Governmental activities: Charges for services: Fines, forfeits and penalties 3,215,162$ 3,563,970$ 4,008,637$ 3,798,807$ 3,618,236$ Licenses and permits 1,104,793 1,215,924 1,043,672 1,091,848 1,306,690 Public works 1,237,447 1,784,694 1,110,686 1,290,935 1,199,565 Parks and recreation 1,399,390 1,346,580 1,044,134 1,244,476 1,420,284 Other activities 1,480,889 1,614,408 2,002,338 2,656,136 3,210,563 Operating grants and contributions 1,891,808 3,208,957 2,629,494 3,144,254 2,038,535 Capital grants and contributions 6,399,178 5,266,837 4,489,883 7,477,874 5,271,090 Total governmental activities program revenues 16,728,667 18,001,370 16,328,844 20,704,330 18,064,963 Business-type activities: Charges for services: Electric sales 46,592,459 47,431,497 51,467,169 60,217,421 67,462,075 Water sales 8,861,195 8,319,779 9,519,714 10,852,660 10,060,398 Sewer service 9,159,142 9,334,778 9,697,314 10,363,603 10,590,688 Garbage collection fees 5,986,207 4,829,150 5,151,204 6,419,446 7,512,194 Parking garage fees 545,566 603,465 480,627 576,892 620,124 Other activities 4,341 - - - - Operating grants and contributions 50,700 - - - - Capital grants and contributions 3,887,629 5,179,221 1,937,320 4,677,465 4,041,105 Total business-type activities program revenues 75,087,239 75,697,890 78,253,348 93,107,487 100,286,584 Total primary government program revenues 91,815,906$ 93,699,260$ 94,582,192$ 113,811,817$ 118,351,547$ 112 CITY OF COLLEGE STATION, TEXAS CHANGES IN NET ASSETS - Continued LAST FIVE FISCAL YEARS (accrual basis of accounting) Fiscal Year 2003 2004 2005 2006 2007 Net (Expense)/Revenue Governmental activities (31,802,004)$ (29,870,628)$ (36,855,572)$ (36,993,041)$ (44,184,332)$ Business-type activities 13,276,458 15,360,375 9,744,083 20,070,402 17,053,089 Total primary government net expense (18,525,546)$ (14,510,253)$ (27,111,489)$ (16,922,639)$ (27,131,243)$ General Revenues and Other Changes in Net Assets Governmental activities: Taxes Property taxes 13,441,000$ 14,668,641$ 15,888,475$ 16,646,519$ 18,573,309$ Sales and mixed beverage taxes 14,027,489 15,238,995 15,705,090 17,082,936 18,449,731 Franchise taxes 1,688,947 1,974,587 1,718,491 2,132,341 1,931,196 Hotel taxes 2,120,015 2,191,429 2,306,928 2,671,417 2,980,250 Unrestricted investment earnings 1,739,929 1,224,546 1,487,926 3,415,849 4,512,575 Gain (Loss) on sale of capital assets 19,563 4,386 (111,916) - - Correction to value of capital assets 7,795,715 - - - - Adjustment to claims payable - (904,263) - - - Transfers 6,856,352 (904,783) 8,188,725 8,850,453 10,090,589 Total governmental activities 47,689,010 33,493,538 45,183,719 50,799,515 56,537,650 Business-type activities: Unrestricted investment earnings 1,126,900 662,359 947,477 1,829,456 1,932,624 Correction to value of capital assets - 2,108,473 - - - Transfers (6,856,352) 904,783 (8,188,725) (8,850,453) (10,090,589) Total business-type activities (5,729,452) 3,675,615 (7,241,248) (7,020,997) (8,157,965) Total primary government 41,959,558$ 37,169,153$ 37,942,471$ 43,778,518$ 48,379,685$ Change in net assets Governmental activities 15,887,006$ 3,622,910$ 8,328,147$ 13,806,474$ 12,353,318$ Business-type activities 7,547,006 19,035,990 2,502,835 13,049,405 8,895,124 Total primary government 23,434,012$ 22,658,900$ 10,830,982$ 26,855,879$ 21,248,442$ Source: City of College Station Notes: The City began to report accrual information when it implemented GASB Statement 34 in fiscal year 2003. Correction to value of capital assets in fiscal years 2003 and 2004 are prior period adjustments. Adjustment to claims payable in fiscal year 2004 is a prior period adjustment. 113 CITY OF COLLEGE STATION, TEXASPROGRAM REVENUES BY FUNCTION/PROGRAMLAST FIVE FISCAL YEARS(accrual basis of accounting)Program Revenues20032004200520062007Function/ProgramGovernmental activities: General government 1,979,207$ 3,618,878$ 3,121,430$ 4,357,597$ 3,343,904$ Fiscal services 327,188 333,043 508,810 547,790 409,100 Police 3,364,991 3,677,391 4,093,425 3,875,900 3,713,866 Fire 916,473 724,278 916,804 817,910 1,400,464 Planning and development services 1,104,793 1,215,924 1,043,672 1,091,848 1,306,690 Public works 7,636,625 7,051,531 5,600,569 8,768,809 6,470,655 Parks and recreation 1,399,390 1,380,325 1,044,134 1,244,476 1,420,284 Subtotal governmental activities 16,728,667 18,001,370 16,328,844 20,704,330 18,064,963 Business-type activities: Electric 47,018,072 48,032,185 52,780,914 62,284,935 69,033,816 Water 10,957,066 10,260,307 9,826,360 12,409,728 11,314,888 Sewer 10,575,987 11,972,783 10,014,243 11,416,486 11,805,562 Sanitation 5,986,207 4,829,150 5,151,204 6,419,446 7,512,194 Cedar Creek Condominiums 4,341 - - - - Northgate parking 545,566 603,465 480,627 576,892 620,124 Subtotal business-type activities 75,087,239 75,697,890 78,253,348 93,107,487 100,286,584 Total primary government 91,815,906$ 93,699,260$ 94,582,192$ 113,811,817$ 118,351,547$ Source: City of College Station114 1998199920002001200220032004200520062007General Fund Reserved 769,655$ 346,038$ 543,396$ 660,488$ 989,028$ 1,728,294$ 1,089,510$ 1,132,180$ 1,523,619$ 1,108,449$ Unreserved 6,489,541 7,463,493 7,884,787 8,772,212 9,122,197 9,522,041 9,613,442 9,038,345 9,448,389 11,824,140 Total general fund 7,259,196$ 7,809,531$ 8,428,183$ 9,432,700$ 10,111,225$ 11,250,335$ 10,702,952$ 10,170,525$ 10,972,008$ 12,932,589$ All Other Governmental Funds Reserved 5,201,779$ 8,289,966$ 28,691,651$ 9,395,621$ 10,685,338$ 41,119,894$ 42,522,379$ 42,999,111$ 49,111,974$ 46,372,274$ Unreserved, reported in: Special revenue funds 7,158,873 7,356,274 7,655,383 12,749,505 12,460,155 10,851,935 6,085,255 6,244,225 7,462,140 10,148,840 Capital projects funds 7,746,935 10,244,405 - 25,443,167 33,275,222 - - - - - Total all other governmental funds 20,107,587$ 25,890,645$ 36,347,034$ 47,588,293$ 56,420,715$ 51,971,829$ 48,607,634$ 49,243,336$ 56,574,114$ 56,521,114$ Source: City of College StationNote: Fiscal years 1998 through 2002 have been restated to include trust funds.Fiscal YearCITY OF COLLEGE STATION, TEXASFUND BALANCES, GOVERNMENTAL FUNDSLAST TEN FISCAL YEARS(modified accrual basis of accounting)115 1998199920002001200220032004200520062007RevenuesTaxes 22,007,506$ 23,465,240$ 25,429,183$ 27,254,701$ 29,499,644$ 31,277,451$ 34,073,652$ 35,618,984$ 38,533,213$ 41,934,486$ Licenses and permits 577,032 643,968 680,776 779,159 870,636 1,012,960 1,112,766 1,025,013 945,593 1,191,105 Intergovernmental 1,551,753 2,153,853 1,607,155 3,221,851 2,572,428 1,950,883 3,208,957 2,592,312 3,144,254 2,038,535 Charges for services 1,463,809 1,546,912 1,819,069 2,038,422 2,251,297 2,610,056 2,538,583 2,634,683 2,925,281 3,339,352 Fines, forfeits and penalties 1,233,920 1,208,499 1,393,566 1,798,870 2,225,354 2,657,643 2,966,278 3,518,940 3,285,907 3,256,488 Special assessments 863,778 875,353 911,415 944,636 982,760 1,035,023 1,062,179 1,110,686 1,290,935 1,199,565 Investment income 1,683,670 1,522,837 2,642,328 3,487,814 2,615,798 1,543,026 1,062,069 1,269,201 3,066,642 3,864,797 Rents and royalties 143,380 166,723 167,927 213,832 228,392 233,026 256,023 243,831 244,864 261,225 Loan repayments 117,409 122,198 6,879 9,979 9,626 11,322 5,418 2,541 - - Contributions 203,816 231,131 166,975 448,949 356,369 475,913 784,402 37,182 12,281 31,605 Reimbursed expenditures 3,781 - - 531,307 32,803 7,258 28,393 - 145,749 479,675 Other revenues 189,793 340,669 546,935 551,280 437,359 335,405 679,349 631,192 447,432 738,415 Total revenues 30,039,647 32,277,383 35,372,208 41,280,800 42,082,466 43,149,966 47,778,069 48,684,565 54,042,151 58,335,248 ExpendituresGeneral government 1,623,784 1,735,592 1,775,494 2,909,436 3,801,250 3,765,079 4,187,972 4,480,075 4,216,582 4,699,159 Fiscal services 1,533,228 1,783,602 1,967,135 1,889,611 2,112,936 2,319,008 2,479,082 3,038,145 3,050,533 3,013,548 Police 6,289,005 6,903,838 7,567,620 8,273,632 8,829,060 9,143,331 9,803,577 10,829,081 11,559,669 12,556,678 Fire 4,195,334 4,844,031 5,179,104 5,702,804 6,340,775 6,989,125 7,275,289 7,964,785 8,493,228 9,622,195 Planning and development services 1,410,221 1,445,172 1,558,036 1,887,378 1,883,224 1,935,277 1,964,001 1,962,603 1,877,732 2,008,901 Public works 3,821,635 3,923,009 4,353,073 4,583,796 5,207,101 5,292,243 5,534,404 6,117,241 7,116,329 7,440,854 Economic and community development 582,200 594,417 773,703 41,623 122,074 6,369 16,886 11,281 - - Parks and recreation 4,267,714 4,592,990 5,185,392 5,200,809 5,862,938 6,279,342 6,388,099 6,778,196 7,520,189 8,167,857 Information systems 1,226,991 1,498,635 1,760,191 2,229,600 2,243,844 2,320,950 2,346,534 2,500,518 2,596,591 3,070,524 Library 546,437 571,742 600,778 581,768 670,818 681,350 665,291 694,445 870,203 912,527 Reimbursed administrative (2,458,000) (2,769,942) (2,878,132) (3,538,877) (3,559,556) (3,703,529) (3,328,431) (3,485,807) (3,335,264) (3,305,040) Contributions 1,362,392 1,528,615 1,829,125 1,541,173 1,348,885 1,573,651 2,504,589 1,895,742 1,995,564 1,855,961 Community development block grant - - - - 538,901 222,169 201,099 275,775 340,399 215,707 Home grant - - - - 626,848 408,779 304,580 439,243 840,211 323,811 Community development grant 537,585 1,110,610 480,865 763,303 - - - - - - Claim settlements - 270,000 - - - - - - - - Other expenditures 251,973 95,648 269,786 577,606 183,450 624,837 253,270 296,344 108,527 147,860 Capital outlay 8,868,129 5,452,034 11,778,585 9,885,474 13,702,819 11,286,448 12,775,413 15,435,376 11,610,189 14,213,574 Debt service Principal 3,113,915 2,845,000 3,463,614 4,475,000 5,950,000 5,820,000 10,110,000 6,190,000 7,285,000 7,820,000 Fiscal YearCITY OF COLLEGE STATION, TEXASCHANGES IN FUND BALANCES, GOVERNMENTAL FUNDSLAST TEN FISCAL YEARS(modified accrual basis of accounting)116 1998199920002001200220032004200520062007 Interest 1,502,146 2,147,653 2,117,480 3,213,770 3,425,390 3,647,529 3,376,538 3,885,075 4,078,635 4,212,245 Issuance costs 130,126 80,947 107,057 77,244 115,500 118,335 352,114 118,261 - - Fiscal charges 9,356 7,839 8,016 8,926 8,752 12,500 15,332 13,871 152,729 527,806 Intergovernmental 117,000 70,000 405,660 - - 223,608 221,902 97,621 743,117 342,630 Total expenditures 38,931,171 38,731,432 48,302,582 50,304,076 59,415,009 58,966,401 67,447,541 69,537,871 71,120,163 77,846,797 Excess of revenues (under) expenditures(8,891,524) (6,454,049) (12,930,374) (9,023,276) (17,332,543) (15,816,435) (19,669,472) (20,853,306) (17,078,012) (19,511,549) Other Financing Sources (Uses)Proceeds from long-term debt 11,700,000 7,080,000 14,113,000 7,292,870 20,056,200 6,570,000 16,375,000 13,347,581 15,700,000 7,890,000 Proceeds from refunding bonds - - - - - - 5,980,000 - - 10,255,000 Payment to bond escrow agent - - - - - - (6,260,371) - - (10,451,378) Premium on bonds issued - - - - - - 280,371 - - 373,648 Sale of capital assets 165,405 307,267 55,403 580,909 30,106 19,563 4,386 12,182 17,500 318,103 Transfers in 13,310,480 6,724,409 11,724,310 14,945,966 8,764,250 7,910,690 10,945,210 11,476,019 11,864,435 15,054,935 Transfers out (8,014,030) (1,324,234) (1,887,298) (1,550,693) (2,007,066) (1,993,594) (11,566,702) (3,879,201) (2,371,662) (2,021,178) Total other financing sources 17,161,855 12,787,442 24,005,415 21,269,052 26,843,490 12,506,659 15,757,894 20,956,581 25,210,273 21,419,130 Net change in fund balances 8,270,331$ 6,333,393$ 11,075,041$ 12,245,776$ 9,510,947$ (3,309,776)$ (3,911,578)$ 103,275$ 8,132,261$ 1,907,581$ Debt services as a percentage of noncapital expenditures15.8% 15.3% 15.6% 19.2% 20.8% 20.1% 25.3% 18.9% 19.4% 19.7%Source: City of College StationNotes: Direct capital expenditures have been removed from departmental expenditure lines and included in the capital outlay line item. Fiscal years 1998 through 2001 Community Development expenditures are not split between CDBG and HOME. In these years, they are stated as one line item.Fiscal year 1998 investment income was restated to reflect an additional $128,885 as a result of GASB 31 implementation which requires investments to be reported at fair market value.Fiscal years 1998 through 2002 have been restated to include trust funds.Fiscal YearCITY OF COLLEGE STATION, TEXASCHANGES IN FUND BALANCES, GOVERNMENTAL FUNDS - ContinuedLAST TEN FISCAL YEARS(modified accrual basis of accounting)117 Fiscal Year Property Sales Hotel Franchise Mixed Drink Total1998 $ 7,929,542 $ 10,912,466 $ 1,555,054 $ 1,415,464 $ 194,980 $ 22,007,506 1999 8,528,764 11,489,702 1,750,194 1,523,736 172,844 23,465,240 2000 9,294,964 12,573,564 1,796,813 1,577,815 186,027 25,429,183 2001 10,735,576 12,773,722 1,843,419 1,644,627 257,357 27,254,701 2002 12,224,416 13,400,054 1,926,009 1,714,241 234,924 29,499,644 2003 13,441,000 13,780,639 2,120,015 1,688,947 246,850 31,277,451 2004 14,668,641 14,957,697 2,191,429 1,974,587 281,298 34,073,652 2005 15,888,475 15,445,404 2,306,928 1,718,491 259,686 35,618,984 2006 16,646,519 16,752,174 2,671,417 2,132,341 330,762 38,533,213 2007 18,573,309 18,077,973 2,980,250 1,931,196 371,758 41,934,486 Change1998-2007 134.2% 65.7% 91.6% 36.4% 90.7% 90.5%Source: City of College StationNote: Property taxes include general fund, debt service fund, Melrose Apartment TIF, and Wolf PenCreek TIF.CITY OF COLLEGE STATION, TEXASTAX REVENUE BY SOURCE, GOVERNMENTAL FUNDSLAST TEN FISCAL YEARS(modified accrual basis of accounting)118 Taxable AssessedCommercial Personal, InventoryValue as a Residential and Industrial and Other Less Exemptions Less TIF (1) Total Taxable Total Direct Estimated Actual Percentage ofFiscal Year Property Property Property and Abatements Captured Value Assessed Value Tax Rate Taxable Value Actual Taxable Value1998 $ 1,204,260,431 $ 447,304,813 $ 413,568,023 $ 245,085,209 $ 12,889,738 $ 1,807,158,320 $ 0.4293 $ 1,807,158,320 100.00%1999 1,326,150,471 427,342,143 454,526,419 276,453,209 18,504,453 1,913,061,371 0.4293 1,913,061,371 100.00%2000 1,394,367,040 532,743,286 493,708,598 308,471,247 37,318,353 2,075,029,324 0.4293 2,075,029,324 100.00%2001 1,574,451,660 565,368,046 521,295,544 345,752,888 41,698,188 2,273,664,174 0.4293 2,273,664,174 100.00%2002 1,721,906,078 596,567,968 552,036,938 380,950,901 39,379,860 2,450,180,223 0.4777 2,450,180,223 100.00%2003 1,910,284,688 634,030,921 607,645,557 428,395,713 48,757,938 2,674,807,515 0.4777 2,674,807,515 100.00%2004 2,144,406,477 723,887,327 653,978,324 493,364,734 39,971,363 2,988,936,031 0.4653 2,988,936,031 100.00%2005 2,339,284,129 770,194,254 738,376,045 556,722,986 40,802,035 3,250,329,407 0.4640 3,250,329,407 100.00%2006 2,530,659,165 931,255,843 798,179,118 614,609,545 45,750,172 3,599,734,409 0.4394 3,599,734,409 100.00%2007 2,849,558,106 1,020,242,352 828,757,366 677,645,842 50,131,743 3,970,780,239 0.4394 3,970,780,239 100.00%Source: Brazos County Appraisal DistrictNotes: Assessed value is 100% of the estimated actual value.(1) Tax increment financing district (TIF).CITY OF COLLEGE STATION, TEXASASSESSED VALUE AND ESTIMATED ACTUAL VALUE OF TAXABLE PROPERTYLAST TEN FISCAL YEARS119 General Total College Fiscal Basic Obligation Direct Station Brazos Year Rate Debt Service Rate ISD County 1998 0.1516 0.2777 0.4293 1.7400 0.4170 1999 0.1618 0.2675 0.4293 1.7500 0.4170 2000 0.1631 0.2662 0.4293 1.7500 0.4170 2001 0.1662 0.2631 0.4293 1.7500 0.4100 2002 0.1846 0.2931 0.4777 1.7900 0.4200 2003 0.1946 0.2831 0.4777 1.7900 0.4146 2004 0.1921 0.2732 0.4653 1.7700 0.4350 2005 0.1942 0.2698 0.4640 1.7700 0.4726 2006 0.1896 0.2498 0.4394 1.6750 0.4650 2007 0.1910 0.2484 0.4394 1.4800 0.4550 Source: Brazos County Appraisal District Notes: (1) Tax rates are established by each taxing jurisdiction on an annual basis for revenues to be collected in the following fiscal year. The City must publish its effective and rollback tax rates before adopting an actual tax rate. If the City adopts a rate that exceeds the rollback rate, voters may petition for an election to limit the rate to the rollback rate. If the City adopts a rate that exceeds its effective rate, additional public hearings and notices are required. Rates for debt service are set based on each year's requirements. (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. City Direct Rates Overlapping Rates CITY OF COLLEGE STATION, TEXAS DIRECT AND OVERLAPPING PROPERTY TAX RATES LAST TEN FISCAL YEARS (rate per $100 of assessed value) 120 Percent of Percent of of Total City of Total CityTaxable Taxable Taxable TaxableAssessed Assessed Assessed AssessedTaxpayer Value Rank Value Value Rank ValueCollege Station Hospital LP 60,838,090$ 1 1.53% 15,241,876$ 6 0.84%C.B.L. & Associates 54,557,025 2 1.37% 48,259,180 1 2.67%Weinberg, Israel & David Alkosser 41,844,460 3 1.05% 23,643,200 3 1.31%ACC Op (Callaway Villas) LP 30,384,640 4 0.77%University Heights - CS Acquisitions LP 30,347,570 5 0.76%SCI Gateway at CS Fund LLC Etal 28,956,280 6 0.73%Verizon Communications, Inc. 28,144,250 7 0.71% 31,909,390 2 1.77%Walmart 26,998,760 8 0.68% 21,292,205 4 1.18%Universal Computer Services, Inc. 25,767,199 9 0.65%Commonwealth Austin CH LP 25,710,420 10 0.65%Scott & White Hospital/Clinic19,487,340 5 1.08%Jefferson Enclave L.P.15,000,000 7 0.83%WHG Treehouse L.P.13,000,000 8 0.72%Lane College Station Ltd.11,300,000 9 0.63%University Commons10,938,990 10 0.61%353,548,694$ 8.90% 210,072,181$ 11.64%Source: Brazos County Appraisal DistrictNotes: Verizon Communications was called GTE Southwest in fiscal year 1998. Weinberg, Israel & David Alkosser was called Alkosser - Weinberg Etal in fiscal year 1998. College Station Hospital, LP was called College Station Medical Center in fiscal year 1998.1998CITY OF COLLEGE STATION, TEXASPRINCIPAL PROPERTY TAXPAYERSCURRENT YEAR AND NINE YEARS AGO2007121 Fiscal Year Taxes Levied CollectionsEnded for the Percentage in Subsequent PercentageSept 30 Fiscal Year Amount of Levy Years Amount of Levy1998 $ 7,758,131 $ 7,743,956 99.82% $ 9,313 $ 7,753,269 99.94%1999 8,292,212 8,235,356 99.31% 51,518 8,286,874 99.94%2000 9,068,352 9,000,090 99.25% 59,041 9,059,131 99.90%2001 9,939,852 9,835,960 98.95% 93,567 9,929,527 99.90%2002 11,892,629 11,735,174 98.68% 142,466 11,877,640 99.87%2003 13,010,508 12,740,869 97.93% 256,489 12,997,358 99.90%2004 14,092,814 13,974,666 99.16% 102,132 14,076,798 99.89%2005 15,270,852 15,160,102 99.27% 92,324 15,252,426 99.88%2006 16,162,073 15,938,981 98.62% 89,471 16,028,452 99.17%2007 17,818,419 17,697,220 99.32% - 17,697,220 99.32%Sources: City Of College Station and Brazos County Tax OfficeFiscal Year of the LevyCITY OF COLLEGE STATION, TEXASLAST TEN FISCAL YEARSPROPERTY TAX LEVIES AND COLLECTIONSCollected within theTotal Collections to Date122 1997 1998 1999 2000 2001 2002 2003 2004 2005 2006Utilities 13,824$ 13,770$ 11,191$ 12,319$ 13,645$ 15,169$ 14,929$ 14,943$ 16,684$ 19,336$ Construction 4,797 5,821 5,338 4,465 5,805 6,240 5,682 6,450 12,081 13,919 Manufacturing 2,810 4,271 6,306 6,602 6,656 7,950 11,899 13,749 14,129 12,075 Wholesale Trade 5,767 4,728 4,460 5,419 7,069 10,048 12,331 11,098 22,046 28,686 Retail Trade 426,802 453,352 465,847 482,261 482,859 486,715 510,135 542,649 567,335 598,374 Information 11,530 3,338 2,464 2,613 2,330 10,755 15,317 16,095 14,389 14,079 Finance and Insurance 233 234 227 65 67 60 55 119 130 216 Real Estate and Rental/Leasing - - - - - 10,462 10,944 11,981 11,923 15,679 Professional, Scientific and Tech Services - - - - - 7,627 7,665 8,569 8,706 9,530 Administrative, Support, Waste Mgmt, Remediation - - - - - 12,925 14,759 14,797 15,186 16,462 Educational Services - - - - - 98 93 22,981 26,252 29,592 Health Care and Social Assistance - - - - - 986 1,722 1,953 2,548 2,873 Arts, Entertainment and Recreation 3,081 3,511 3,034 3,071 3,588 5,382 5,477 6,174 6,781 6,949 Accommodation and Food Services 84,448 92,728 105,493 113,010 116,051 128,507 133,791 143,425 157,380 170,076 Other Services 67,466 74,518 80,432 88,939 90,845 28,855 20,432 15,841 13,630 12,741 Total 620,758$ 656,271$ 684,792$ 718,764$ 728,915$ 731,779$ 765,231$ 830,824$ 889,200$ 950,587$ City direct sales tax rate 1.50% 1.50% 1.50% 1.50% 1.50% 1.50% 1.50% 1.50% 1.50% 1.50%Source: Texas State Comptroller of Public AccountsNotes: Taxable sales information is not available on a fiscal-year basis. The state converted from reporting SICS classification of industries to NAICS classification of industries effective with the reporting year 2002.Data reported for the years 1997 through 2001 is classified under the old SICS codes and every effort was made to compare like industries. The categories listed with no sales for 1997 through 2001 are includedin Other Services for those years. This report includes data only from holders of sales tax permits. If fewer than four outlets reported in a quarter, the data is omitted as required by state disclosure laws.Calendar YearCITY OF COLLEGE STATION, TEXASTAXABLE SALES BY CATEGORYLAST TEN CALENDAR YEARS(in thousands of dollars)123 City Brazos State of Fiscal Year Direct Rate County Texas1998 1.50% 0.50% 6.25%1999 1.50% 0.50% 6.25%2000 1.50% 0.50% 6.25%2001 1.50% 0.50% 6.25%2002 1.50% 0.50% 6.25%2003 1.50% 0.50% 6.25%2004 1.50% 0.50% 6.25%2005 1.50% 0.50% 6.25%2006 1.50% 0.50% 6.25%2007 1.50% 0.50% 6.25%Source: Texas State Comptroller of Public AccountsCITY OF COLLEGE STATION, TEXASDIRECT AND OVERLAPPING SALES TAX RATESLAST TEN FISCAL YEARS124 Number Percentage Tax Percentage Number Percentage Tax Percentageof Outlets of Total Liability of Total of Outlets of Total Liability of TotalRetail trade 1,034 55.99% 7,669$ 82.37% 1,028 61.01% 11,527$ 80.85%Services 537 29.07% 654 7.03% 295 17.51% 983 6.90%Wholesale trade 48 2.60% 442 4.75% 46 2.73% 430 3.02%Utilities, transportation, communications 22 1.19% 380 4.09% 18 1.07% 291 2.04%Manufacturing 58 3.14% 42 0.45% 44 2.61% 181 1.27%Construction 74 4.01% 72 0.77% 62 3.68% 209 1.46%Agriculture, forestry, and fishing 56 3.03% 46 0.50% 20 1.19% 104 0.73%Finance, insurance, real estate 12 0.65% 4 0.04% 46 2.73% 238 1.67%All other outlets 6 0.32% - 0.00% 126 7.48% 295 2.07%Total 1,847 100.00% 9,309$ 100.00% 1,685 100.00% 14,258$ 100.01%Source: Texas State Comptroller of Public AccountsNotes: Due to confidentiality issues, the names of the ten largest revenue payers are not available. The categories presented are intended to provide alternative information regarding the sources of the City's revenue.Calendar year 2006 is the most recent year for which data is available.Tax liability information is not available on a fiscal-year basis.The category labeled "All other outlets" is higher than normal in 2006 due to the State Comptroller's conversion from SIC classification codes to NAICS classification codes. The State reports in SIC classifications andnew outlets added since the conversion began are labeled within the SIC classification of "other". Calendar Year 1997 Calendar Year 2006CITY OF COLLEGE STATION, TEXASSALES TAX REVENUE PAYERS BY INDUSTRYCALENDAR YEARS 1997 AND 2006(dollars are in thousands)125 Public PropertyGeneral Finance Utility Utility Revenue Utility Revenue Total PercentageFiscal Obligation Certificates of Contractual Revenue Capital Certificates General Primary of Personal PerYear Bonds Obligation Obligations Bonds Leases of Obligation Obligation Bonds Government Income Capita1998 28,960,000$ 5,500,000$ 810,000$ 39,530,000$ -$ 26,200$ -$ 74,826,200$ - 1,172$ 1999 32,750,000 6,350,000 405,000 35,965,000 - - - 75,470,000 - 1,147 2000 38,700,000 17,955,000 - 42,870,000 - - - 99,525,000 - 1,466 2001 39,375,000 20,595,000 - 63,185,000 - - - 123,155,000 11.96% 1,710 2002 41,665,000 33,280,000 - 78,235,000 - - - 153,180,000 - 2,022 2003 43,170,000 32,525,000 - 79,680,000 - - - 155,375,000 - 1,984 2004 47,085,000 34,705,000 - 75,655,000 - - - 157,445,000 - 1,963 2005 49,800,000 39,105,000 - 79,215,000 - - - 168,120,000 - 2,052 2006 53,835,000 43,485,000 - 91,460,000 - - - 188,780,000 15.39% 2,244 2007 55,720,000 41,740,000 - 105,215,000 - - - 202,675,000 15.49% 2,330 Sources: City of College Station (outstanding debt, per capita) and the U.S. Census Bureau, American Community Survey (personal income)Notes: Details regarding the city's outstanding debt can be found in the notes to the financial statements.Personal income information for the City of College Station is only available for calendar years 2000, 2005 and 2006.A portion of the Governmental Certificates of Obligation are related to electric and sewer utility projects as follows: FY04 orginal issue $9,415,000; outstanding YE 07 - $8,240,000.Governmental Activities Business-Type ActivitiesCITY OF COLLEGE STATION, TEXASRATIOS OF OUTSTANDING DEBT BY TYPELAST TEN FISCAL YEARS126 General Percentage ofObligation Less Debt Service Net Actual TaxableFiscal Year Bonds Cash Funds Bonded Debt Value of Property Per Capita1998 28,960,000$ 2,826,148$ 26,133,852$ 1.45% 4091999 32,750,000 3,472,280 29,277,720 1.53% 4592000 38,700,000 4,202,042 34,497,958 1.66% 5242001 39,375,000 1,722,254 37,652,746 1.66% 5552002 41,665,000 1,287,038 40,377,962 1.65% 5612003 43,170,000 659,180 42,510,820 1.59% 5612004 47,085,000 585,336 46,499,664 1.56% 5942005 49,800,000 912,353 48,887,647 1.50% 6092006 53,835,000 1,645,563 52,189,437 1.45% 6372007 55,720,000 2,060,709 53,659,291 1.35% 638Source: City of College StationNotes: Details regarding the City's outstanding debt can be found in the notes to the financial statements.CITY OF COLLEGE STATION, TEXASRATIOS OF NET GENERAL BONDED DEBT OUTSTANDINGLAST TEN FISCAL YEARS127 Estimated Estimated Share Debt Percentage of Direct and Governmental Unit Outstanding Applicablea Overlapping Debt Debt repaid with property taxes College Station I.S.D. 50,215,000$ 91.22% 45,806,123$ Brazos County 46,125,000 48.94% 22,573,575 Bryan I.S.D. 142,650,000 5.39% 7,688,835 Other debt College Station I.S.D. 555,536 91.22% 506,760 Brazos County - 48.94% - Bryan I.S.D. Capital Lease 2,950,000 5.39% 159,005 Subtotal, overlapping debt 76,734,298 City direct debt 97,460,000 Total direct and overlapping debt 174,194,298$ Sources: Debt outstanding data provided by each governmental unit. Assessed value data used to estimate applicable percentages provided by the Brazos County Appraisal District. Notes: Overlapping governments are those that coincide, at least in part, with the geographical boundaries of the City. This schedule estimates the portion of the outstanding debt of those overlapping governments that is borne by the residents and businesses of College Station. This process recognizes that, when considering the City's ability to issue and repay long-term debt, the entire debt burden borne by the residents and businesses should be taken into account. However, this does not imply that every taxpayer is a resident and therefore responsible for repaying the debt of each overlapping government. a For debt repaid with property taxes, the percentage of overlapping debt is estimated using taxable assessed property values. Applicable percentages were estimated by determining the portion of another governmental unit's taxable assessed value that is within the City's boundaries and dividing it by each unit's total assessed value. CITY OF COLLEGE STATION, TEXAS DIRECT AND OVERLAPPING GOVERNMENTAL ACTIVITIES DEBT AS OF SEPTEMBER 30, 2007 128 The City has no general obligation legal debt limit other than a ceiling on the ad valorem tax rate as specified by the State of Texas. The prescribed maximum is $2.50 per $100 at 100% valuation. CITY OF COLLEGE STATION, TEXAS LEGAL DEBT MARGIN INFORMATION SEPTEMBER 30, 2007 129 Utility Less: Net Average MaximumService Operating Available Debt Service Annual Debt Service AnnualFiscal Year Charges Expenses Revenue Total Coverage Total Coverage1998 49,966,216$ 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 13,678,118 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 2.332006 80,787,029 54,432,847 26,354,182 6,423,582 4.10 9,163,574 2.882007 87,911,120 63,514,543 24,396,577 7,389,770 3.30 10,408,958 2.34 Source: City of College StationNotes: Details regarding the City's outstanding debt can be found in the notes to the financial statements. Operating expenses do not include interest, depreciation, or amortization expense.The coverage ratios presented in this schedule are formulas required by bond resolutions. The bond resolutions require that net revenues equal at least 1.4 times the average annual debt service on all revenue bonds and other indebtedness payable from those revenues. The bond resolutionsalso require that net revenues equal at least 1.25 times the maximum annual debt service on all revenue bonds and other indebtedness payablefrom those revenues.Utility Revenue BondsPLEDGED-REVENUE COVERAGECITY OF COLLEGE STATION, TEXASLAST TEN FISCAL YEARS130 Personal Income Calendar (thousands Per Capita Unemployment Year Population of dollars)Personal Income Rate 1997 61,646 -$ -$ 2.2 1998 63,852 - - 1.8 1999 65,797 - - 1.8 2000 67,890 1,029,891 15,170 1.6 2001 72,020 - - 1.7 2002 75,752 - - 2.0 2003 78,309 - - 2.4 2004 80,214 - - 2.0 2005 81,930 1,226,974 14,976 3.7 2006 84,116 1,308,384 15,555 3.8 Sources: City of College Station Planning Division (population) U. S. Census Bureau, American Community Survey (personal income) Texas Workforce Commission (unemployment rate) Notes: In 2005, the Bureau of Labor Statistics introduced a new methodology for calculating unemployment rates. Along with the new calculation method, Robertson and Grimes county were added to the Bryan/College Station MSA. The net result is an increase in the area's unemployment rate. Personal income information for the City of College Station is only available for calendar years 2000, 2005 and 2006. CITY OF COLLEGE STATION, TEXAS DEMOGRAPHIC AND ECONOMIC STATISTICS LAST TEN CALENDAR YEARS 131 2007 2000 Employer Employer Brazos County Brazos County Bryan ISD Bryan ISD City of Bryan City of Bryan City of College Station City of College Station College Station ISD College Station ISD HEB Grocery Company LP Reliant Building Products Inc Sanderson Farms Inc Sanderson Farms Inc St Joseph Hospital St Joseph Hospital Texas A&M University Texas A&M University Wal-Mart Associates Inc Wal-Mart Associates Inc Source: Texas Workforce Commission, Labor Market/Career Information Department Notes: Data includes principal employers in Brazos County. Employers are listed in alphabetical order and do not reflect any ranking. The TWC ranking and number of employees data is confidential. The TWC began tracking this data in 2000 therefore no earlier data is available. PRINCIPAL EMPLOYERS CURRENT YEAR AND SEVEN YEARS AGO CITY OF COLLEGE STATION, TEXAS 132 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007Function/ProgramGeneral Government 28.3 33.9 33.2 37.2 39.7 36.8 38.5 41.9 37.8 58.5Police 119.0 118.5 132.3 139.4 140.3 143.4 146.0 144.4 155.1 163.5Fire 80.6 87.0 91.3 98.1 103.9 105.9 108.5 111.4 110.6 119.0Public Works 83.2 87.1 88.3 95.0 104.4 104.5 106.8 112.2 112.6 114.5Parks and Recreation 95.9 103.8 106.8 111.3 115.4 120.1 116.2 120.0 119.8 123.5Planning and Development Services 27.0 27.4 29.2 27.8 29.0 28.3 28.5 25.8 27.1 24.5Information Services 41.1 40.3 41.5 39.2 39.1 40.0 40.3 37.5 36.6 28.5Fiscal Services 50.4 51.0 53.2 54.3 53.1 61.1 59.8 64.2 70.1 71.0Electric 45.6 44.1 48.8 57.1 57.5 56.9 53.4 56.6 56.0 56.5Water / Sewer Services 53.2 66.0 65.4 64.6 66.2 66.0 64.0 69.1 71.8 71.0BVSWMA 26.1 26.3 29.3 27.8 28.8 28.3 27.3 24.4 24.0 22.0Total 650.4 685.4 719.3 751.8 777.4 791.3 789.3 807.5 821.5 852.5Source: City of College StationNotes: Full-time-equivalent employees include full time, part time, and seasonal/temporary employees on staff as of September 30.Full-Time-Equivalent Employees as of Sept 30CITY OF COLLEGE STATION, TEXASFULL-TIME-EQUIVALENT CITY GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAMLAST TEN FISCAL YEARS133 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007Function/ProgramGeneral Government Open records requests 300 350 250 250 147 62 103 72 199 199 Economic development prospects * * 29 17 15 29 17 20 31 19 Code enforcement cases processed * * 3,503 4,209 4,525 6,280 9,341 2,848 5,984 4,838 Non-profit agencies/contracts monitored 8 11 8 8 12 11 10 9 13 7 Applicants receiving homebuyers assistance 1 7 22 12 25 14 16 2 9 6 Police DUI/DWI arrests 413 551 522 351 311 341 418 387 414 493 Citations processed 27,008 35,752 40,712 44,305 36,945 43,407 42,957 39,416 34,134 38,046 Uniform patrol calls handled 41,774 47,662 50,459 50,034 56,388 61,821 60,405 57,605 60,159 58,303 Average response time on high priority calls 5:36 mins 5:52 mins 6:10 mins 5:53 mins 6:01 mins 6:28 mins 5:58 mins 6:09 mins 6:15 mins 6:17 mins Criminal investigation new cases assigned 2,376 2,010 2,041 1,810 1,970 2,292 2,259 2,300 2,368 2,256 Notes: FY97 DUI/DWI arrests only include DWI arrests.Fire Fire incidents (fire, rescue, and haz mat) * * 1,607 1,603 1,653 1,455 1,554 1,792 1,743 1,832 Business safety inspections 931 973 777 1,128 900 1,014 1,410 1,138 828 1,018 Parking citations issued 14,145 26,790 * 12,324 18,500 18,034 16,587 11,900 8,452 7,238 Community enhancement cases 5,082 7,352 9,224 12,077 12,550 11,637 15,086 7,016 7,384 8,631 EMS incidents * * 2,495 2,704 2,554 2,754 2,800 3,241 3,048 3,773 EMS unit responses * * 4,556 4,428 4,568 4,687 4,900 4,930 5,276 5,476 Notes: FY97 fire incidents include fire, rescue, hazardous material, and EMS incidents (EMS operations were assigned a separate division in FY00).Public Works Street overlay lane miles 21 23 21 12 1 20 18 19 19 19 Potholes repaired * * * * * * * 24,696 24,778 21,506 Curb miles swept * * * * * * * 6,338 7,235 6,040 Sign, marking, signal workorders 2,250 1,894 3,008 2,562 2,709 3,472 3,270 2,898 2,557 2,617 Parks and Recreation Pavilion rentals 343 398 355 340 353 342 314 221 399 338 Adult participants in City leagues * 9,787 12,574 9,480 10,642 8,529 8,307 10,774 822 611 Youth participants in City leagues * 2,347 2,060 1,887 2,684 1,977 2,690 2,520 2,842 2,946 Special event participants 27,000 185,630 159,457 22,718 123,743 188,980 188,429 201,256 197,805 185,002 Instructional participants 3,586 3,987 2,912 3,148 3,546 3,447 3,581 3,579 3,075 3,432 Pool customers 96,426 98,958 114,319 119,329 130,113 142,154 145,879 132,549 146,805 128,206 Conference center customers 71,687 85,240 87,372 88,239 74,320 70,728 81,289 85,720 70,494 66,950 Lincoln center participants 56,157 51,947 49,071 67,665 68,919 72,794 81,629 82,624 98,869 100,952 Teen center participants 4,187 4,812 17,219 11,178 12,465 13,446 14,582 17,500 9,958 15,798 Notes: FY98 special event participants reflect only Wolf Pen Creek. FY01 special event participants do not include Christmas in the Park counts. Adult participants in City leagues was changed in FY06 to adult teams participating in City leagues. FY05 pavilion rentals had the following changes: Thomas Park pavilion rentals were removed (no longer charging a fee) and W.A. Tarrow basketball pavilion was added. In FY06 Crompton Park pavilion was added to rentals.CITY OF COLLEGE STATION, TEXASOPERATING INDICATORS BY FUNCTION/PROGRAMLAST TEN FISCAL YEARSFISCAL YEAR134 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007Function/ProgramPlanning and Development Services Permits processed * * * * 6,728 6,604 6,685 6,500 6,575 7,583 Building inspections performed 9,839 9,266 10,045 11,046 14,671 13,364 13,435 13,297 13,069 13,398 Electric Number of connections 25,309 28,433 26,169 27,113 33,386 35,421 35,307 36,284 37,590 38,519 Residential job orders * * 1,740 1,825 1,942 2,505 2,134 1,904 1,422 1,714 Customer service job orders * * 2,022 2,079 2,144 2,078 2,496 1,561 1,678 1,717 Average monthly consumption (KWH) 45,612,385 47,217,068 51,604,230 51,409,703 52,466,218 54,820,470 55,673,526 60,413,524 61,910,063 60,766,805 Avg number of outages per customer 1.23 1.40 1.64 1.22 1.00 1.33 0.72 0.92 0.31 0.12 Water Number of connections 21,245 20,165 21,017 15,524 23,210 29,358 31,038 32,266 33,491 34,763 New services completed * * * 1,289 1,440 1,560 1,217 773 931 1,027 Average monthly consumption (MGW) 264,921 316,005 292,000 295,875 262,541 253,259 236,355 283,429 317,438 293,246 Water meters tested * * * 893 950 1,025 768 732 1,254 1,174 Avg number of outages per customer * * * * 0.190 0.003 0.160 0.016 0.039 0.013 Sewer Number of connections * * * * 28,399 27,977 28,594 29,694 31,051 32,034 Average daily sewage treatment * 5,498 5,881 6,158 6,669 6,807 6,808 6,220 5,911 6,502 (thousands of gallons) New services completed * * * 1,139 1,400 1,540 890 571 646 521 Avg number of stoppages per customer * * * * 0.015 0.0001 0.003 0.003 0.003 0.003 Sanitation Number of users (units) 22,199 23,200 24,360 28,894 23,947 28,215 28,594 28,399 27,181 28,112 Residential tons collected 12,444 14,693 14,999 15,614 17,710 18,057 20,353 23,535 24,964 27,556 Residential tons recycled 943 925 1,129 978 941 826 1,082 923 983 1,060 Commerical tons collected 25,745 26,730 30,951 31,376 32,364 33,402 35,355 35,114 35,122 38,402 Parking garage Active contract customers * * * * * * * 449 432 472 Hourly cash customers * * * * 65,612 106,935 97,904 127,608 108,893 109,028 Notes: Parking garage opened to customers in February 2002.Utility Customer Service Payments processed 294,891 326,166 369,001 379,439 388,579 404,742 408,348 401,891 413,088 423,299 Incoming calls 73,781 85,583 79,741 79,747 79,514 82,018 82,536 82,234 85,728 85,842 Meters read 439,269 459,270 482,920 501,175 525,412 552,949 577,773 598,660 618,676 640,554 Source: City of College Station various departments* Data not measured for fiscal year indicated.OPERATING INDICATORS BY FUNCTION/PROGRAM - ContinuedLAST TEN FISCAL YEARSFISCAL YEARCITY OF COLLEGE STATION, TEXAS135 1998 1999 2000 2001 2002 2003 2004 2005 2006 2007Function/ProgramPolice Patrol units 22 24 25 25 25 25 25 26 26 29 Jail capacity 17 17 17 17 17 17 17 17 17 17 Note: The patrol units figure includes 1 K-9 unit.Fire stations 4 4 4 4 4 4 4 4 4 4 Note: The Fire Department operates an additional fire station located at the airport.Public Works Streets (linear miles) 214 711 711 711 711 733 353 385 395 429 Sidewalks (miles) 30 30 91 89 89 89 89 97 100 100 Traffic signals 46 49 53 55 57 60 62 62 62 65 Storm sewers (miles) * * * * * * * * 72 72 Notes: Street measurement changed from lane miles to linear miles in FY04. Storm sewer mileage includes both underground pipes and valley gutters.Parks and Recreation Acreage 942 1,106 1,127 1,146 1,134 1,214 1,217 1,248 1,274 1,289 Playunits 34 35 35 35 35 35 35 35 46 48 Softball/baseball fields 19 19 16 19 19 19 19 25 32 32 Soccer fields 22 22 13 13 19 19 19 26 31 31 Jogging/walking trails 10 19 19 20 20 22 22 26 27 28 Community centers 3 3 3 3 3 3 3 3 3 3 Pools 3 3 3 3 3 3 3 3 3 3 Pavilions (rentable) 5 5 5 5 5 5 5 6 6 7 Notes: Some parks have multiple playunits. Softball/baseball fields include practice fields.Electric Maximum capacity (megawatts) 170 230 250 255 255 255 255 280 260 355 Number of substations 3 3 4 4 4 4 4 4 5 5 Distribution lines (miles) 282 285 290 333 400 414 414 450 394 411 Water Water mains (miles) 245 245 262 280 294 311 317 341 365 367 Fire hydrants * * * * * * 2,070 2,165 2,232 2,380 Number of wells 5 5 5 5 6 6 6 6 8 8 Wells storage capacity 19,500 19,500 19,500 20,000 19,000 26,000 26,000 28,000 23,000 23,000 (thousands of gallons per day)Sewer Sanitary sewer lines (miles) 220 220 232 243 252 262 264 271 279 285 Treatment capacity 9,500 9,500 9,500 9,500 11,500 11,500 11,500 11,500 11,500 11,500 (thousands of gallons per day)Sanitation Collection trucks 21 21 21 21 22 23 24 24 24 25 Residential collection containers * * * * * 14,413 15,207 15,958 16,647 18,135 Commercial collection containers * 1,132 1,205 1,230 1,383 1,407 1,511 1,545 1,569 1,594 Fleet number of vehicles * * * * * 585 600 613 627 651 Source: City of College Station* Data not measured for fiscal year indicated.FISCAL YEARCITY OF COLLEGE STATION, TEXASCAPITAL ASSET STATISTICS BY FUNCTION/PROGRAMLAST TEN FISCAL YEARS136