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HomeMy WebLinkAboutCAFR 9-30-13COMPREHENSIVE ANNUAL FINANCIAL REPORT CITY OF CAPE CANAVERAL, FLORIDA FISCAL YEAR ENDED SEPTEMBER 30, 2013 Prepared By: City of Cape Canaveral Finance Department THIS PAGE INTENTIONALLY LEFT BLANK CITY OF CAPE CANAVERAL, FLORIDA TABLE OF CONTENTS SEPTEMBER 30, 2013 - i - Page Number(s) INTRODUCTORY SECTION List of Principal Officials 3 Letter of Transmittal 7 - 13 Organizational Chart 17 Certificate of Achievement for Excellence in Financial Reporting 19 FINANCIAL SECTION Independent Auditors’ Report 25 – 26 Management’s Discussion and Analysis 29 – 40 Basic Financial Statements Government-wide Financial Statements:Statement of Net Position 42 Statement of Activities 43 Fund Financial Statements: Balance Sheet – Governmental Funds 44 Reconciliation of the Balance Sheet of the Governmental Funds to the Statement of Net Position 45 Statement of Revenues, Expenditures, and Changes in Fund Balances –Governmental Funds 46 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balances of Governmental Funds to the Statement of Activities 47 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget to Actual-General Fund 48 Statement of Net Position – Proprietary Funds 49 Statement of Revenues, Expenses, and Changes in Fund Net Position –Proprietary Funds 50 Statement of Cash Flows – Proprietary Funds 51 Notes to Financial Statements: 54 Note 1 – Summary of Significant Accounting Policies 54 - 59 Note 2 – Reconciliation of Government-Wide and Fund Financial Statements59 Note 3 – Property Tax Calendar 60 Note 4 – Deposits and Investments 61 - 62Note 5 – Receivables 63 Note 6 – Interfund Transfers 63 Note 7 – Capital Assets 64 - 65 Note 8 – Long-term Debt 65 - 66 Note 9 – Employees’ Retirement Plans 67 Note 10 – Other Post-Employment Benefits (OPEB) 67 - 70 Note 11 – Legal Matters 70 Note 12 – Commitments and Contingencies 70 Note 13 – Encumbrances 71 Note 14 – Risk Management 71 CITY OF CAPE CANAVERAL, FLORIDA TABLE OF CONTENTS SEPTEMBER 30, 2013 (Continued) - ii - Page Number(s) Required Supplementary Information Schedule of Funding Progress – Other Post-Employment Benefits 74 Combining and Individual Fund Statements and Schedules Combining Balance Sheet - Nonmajor Governmental Funds 78 - 79 Combining Statement of Revenues, Expenditures, and Changes in Fund Balances – Nonmajor Governmental Funds 80 - 81 Schedule of Revenues, Expenditures, and Changes in Fund Balances – Budget to Actual 82 - 85 STATISTICAL SECTION Table 1 - Net Position by Component 91 Table 2 - Changes in Net Position 92 – 93 Table 3 - Fund Balances of Governmental Funds 94 – 95 Table 4 - Changes in Fund Balances of Governmental Funds 96 – 97 Table 5 – Tax Revenues by Source of Governmental Funds 98 Table 6 – Assessed Value and Actual Value of Taxable Property 99 Table 7 – Property Tax Rates – Direct and Overlapping Governments 100 Table 8 – Principal Property Taxpayers (Major Taxpayers)101 Table 9 - Property Tax Levies and Collections 102 Table 10 - Ratios of Outstanding Debt by Type 103 Table 11 – Ratio of Net General Obligation Bonded Debt to Assessed Value and Net Bonded Debt Per Capita 104 Table 12 – Pledged-Revenue Coverage – Sewer System 105 Table 13 - Demographic Statistics 106 Table 14 - Principal Employers 107 Table 15 - Full-Time Equivalent City Government Employees by Function/ Program 108 Table 16 - Operating Indicators by Function/Program 109 Table 17 - Capital Asset Statistics by Function/Program 110 Table 18 - Water/Sewer Distribution and Consumption – Unaudited 111 Table 19 – Water and Sewer Rates – Unaudited 112 Table 20 – Construction, Property Value and Bank deposits – Unaudited 113 Table 21 – Miscellaneous Statistics – Unaudited 114 OTHER REPORTS Independent Auditors’ Report on Internal Control Over Financial Reporting and on Compliance and Other Matters Based on an Audit of Financial Statements Performed in Accordance with Government Auditing Standards 117 – 118 Independent Auditors’ Management Letter Required by Chapter 10.550, Rules of the State of Florida Office of the Auditor General 119 – 120 Management Reponses to the Independent Auditors’ Report on Internal Control over Financial Reporting and on Compliance and Other Matters 121 - 122 - 1 - Introductory Section - 2 - THIS PAGE INTENTIONALLY LEFT BLANK - 3 - City of Cape Canaveral, Florida Comprehensive Annual Financial Report Fiscal year ended September 30, 2013 City Council Honorable Rocky Randels, Mayor John Bond, Mayor Pro Tem Buzz Petsos Robert Hoog Betty Walsh City Manager David Greene City Attorney Finance Director Anthony Garganese John DeLeo - 4 - THIS PAGE INTENTIONALLY LEFT BLANK - 5 - Letter of Transmittal - 6 - THIS PAGE INTENTIONALLY LEFT BLANK. - 14 - THIS PAGE INTENTIONALLY LEFT BLANK. - 15 - Organizational Chart - 16 - THIS PAGE INTENTIONALLY LEFT BLANK. Citizens of Cape CanaveralCity CouncilRocky Randels, Mayor; Betty Walsh, Mayor Pro-Tem; John Bond, Council Member; Bob Hoog, Council Member; Buzz Petsos, Council MemberCity ManagerDavid L. GreeneCity Attorney’s OfficeReview BoardsAdministrative ServicesCity Clerk’s OfficeAngela Apperson, Assistant City Manager/Dir.Legislative ActivitiesHuman ResourcesRisk ManagementPublic CommunicationsRecords ManagementInformation TechnologyFinancial Services John DeLeo, Dir.Financial ReportingBudgetPurchasingPayrollAccounts PayableAccounts ReceivableBuilding/Code EnforcementGlenn Pereno, Dir.Bldg. PermitsBldg. InspectionsBusiness Tax ReceiptsLicensingCode EnforcementPlanning/ZoningBarry Brown, Dir.Planning/Zoning ActivitiesComprehensive PlanAdvisory BoardsLeisure Services Gustavo Vergara, Dir.Recreational ActivitiesCultural ActivitiesSpecial EventsParks/Activity FieldsPublic Works ServicesJeff Ratliff, Dir.Wastewater Plant Operations and CollectionsVacant,SupervisorPlant Operations/Maint.Collection System Operations/Maint.Infrastructure MaintenanceKay McKee,SupervisorFacilities Maint.Streets/Rights-of-WayStormwater/Drainage Maint.Fire/Rescue ServicesDave Sargeant, ChiefAdministrationEmergency ServicesPrevention, Education &Emergency ManagementPolice ServicesPaul Ring, CommanderAdministrationSupport ServicesCommunity ServicesLaw Enforcement OpsSchool Crossing GuardsSolid Waste Collection ServicesWaste Pro, Inc.Solid WasteRecyclingElectronic WasteLibrary ServicesBrevard CountyAdult ServicesChildren ServicesReference ServicesPublic Works Services Deputy DirectorLonnie DunnWater Reclamation Distribution and LaboratoryJune Clark, SupervisorReclaimed Water SystemLaboratory OperationsRegulatory ComplianceCommunity& Economic DevelopmentTodd Morley, Dir.Economic DevelopmentRedevelopmentGrant Acquisition- 17 - - 18 - THIS PAGE INTENTIONALLY LEFT BLANK. - 19 - - 20 - THIS PAGE INTENTIONALLY LEFT BLANK. - 21 - Financial Section - 22 - THIS PAGE INTENTIONALLY LEFT BLANK. - 23 - Independent Auditors’ Report - 24 - THIS PAGE INTENTIONALLY LEFT BLANK. - 25 - INDEPENDENT AUDITORS’ REPORT To the Honorable Mayor, City Council, and City Manager, City of Cape Canaveral, Florida: Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of City of Cape Canaveral, Florida, as of and for the year ended September 30, 2013, and the related notes to the financial statements, which collectively comprise City of Cape Canaveral, Florida’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements City of Cape Canaveral, Florida’s management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditors’ Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States. Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of City of Cape Canaveral, Florida, as of September 30, 2013, and the respective changes in financial position and cash flows, where applicable, thereof, and the respective budgetary comparison for the General Fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. - 26 - Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and required supplementary information, as listed in the table of contents, be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise City of Cape Canaveral, Florida’s basic financial statements. The introductory section, combining and individual nonmajor fund financial statements, budgetary comparison schedules, and statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The combining and individual nonmajor fund financial statements and budgetary comparison schedules are the responsibility of management and were derived from and relate directly to the underlying accounting and other records used to prepare the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and certain additional procedures, including comparing and reconciling such information directly to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and other additional procedures in accordance with auditing standards generally accepted in the United States of America. In our opinion, the information is fairly stated, in all material respects, in relation to the basic financial statements as a whole. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements, and accordingly, we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated February 18, 2014 on our consideration of City of Cape Canaveral, Florida’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering City of Cape Canaveral, Florida’s internal control over financial reporting and compliance. Daytona Beach, Florida February 18, 2014 - 27 - Management’s Discussion and Analysis - 28 - THIS PAGE INTENTIONALLY LEFT BLANK. City of Cape Canaveral, Florida Management’s Discussion and Analysis - 29 - As management of the City of Cape Canaveral, we provide readers of the City’s financial statements this overview and analysis of the City’s financial activities for the fiscal year ended September 30, 2013. Readers are encouraged to consider the information presented in conjunction with additional information furnished in the letter of transmittal, which can be found on pages 7 - 13 of this report. Financial Highlights • The assets of the City exceeded its liabilities at the close of the most recent year by $39.5 million (net assets). Of this amount, $9.3 million (unrestricted net assets) may be used to meet the City’s ongoing obligations. • The City’s total net assets increased by $351,581. This is due to increased emphasis by management on wise utilization of the City’s resources. • At the close of the fiscal year, the City’s governmental funds reported combined ending fund balances of $7.15 million, an increase of $200,674 in comparison with the prior year, due primarily to a decrease in liabilities and an increase in investments. • At the close of the fiscal year, fund balance for the General Fund was $6,241,131. Of this amount $12,394 relates to inventory and prepaids and is therefore nonspendable. The remaining fund balance includes: restricted ($249,194), committed ($2,264,838) assigned ($428,837) and unassigned ($3,285,868) balances. Within the assigned fund balance category, the largest piece is $256,251 assigned for use in the 2014 budget. Within the committed fund balance category, the largest piece is $1,433,530 assigned for the purchase of fire equipment. Unassigned funds are available to fund on-going activities of the City’s various General Fund services and programs. • The City’s total long-term liabilities decreased $210,883. This was due primarily to annual debt service payments on outstanding obligations related to a State of Florida Department of Environmental Protection revolving loan for Wastewater treatment improvements made in 1995 and 1996. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the City’s financial statements. The City’s basic financial statements comprise three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide financial statements. The government-wide financial statements are designed to provide readers with a broad overview of the City’s finances, in a manner similar to a private-sector business. The Statement of Net Position presents information on all of the City’s assets and liabilities, with the difference between the two reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether 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 position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will only result in cash flows in future fiscal periods. (e.g., uncollected taxes and earned but unused vacation leave). City of Cape Canaveral, Florida Management’s Discussion and Analysis - 30 - 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, public safety, infrastructure maintenance, sanitation, economic development, culture and recreation. The business-type activities of the City include Wastewater and Stormwater operations. The government-wide financial statements can be found on pages 42-43 of this report. Fund financial statements. A fund is a grouping of related accounts 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 two categories: 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 evaluating a government’s near-term financing requirements. 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 City’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures and changes in fund balances provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The City maintains seven individual governmental funds. 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, which is considered to be a major fund. Financial data from the other six governmental funds are combined into a single, aggregated presentation. Individual fund data for each of these non-major governmental funds is provided in the form of combining statements presented in the supplementary information section of this report. The City adopts an annual appropriated budget for its governmental funds. Budgetary comparison statements for the major and non-major funds have been provided to demonstrate compliance with the budget in this report. The basic governmental fund financial statements can be found on pages 44-47 of this report. Proprietary funds. The City maintains two proprietary (“Enterprise”) 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 its Wastewater and Stormwater operations. The statements for the proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the Wastewater and Stormwater operations, which are considered to be major funds of the City. The basic proprietary fund financial statements can be found on pages 49-51 of this report. City of Cape Canaveral, Florida Management’s Discussion and Analysis - 31 - Other information. In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the funding of Other Post Employment Benefits. Required supplementary information and the related footnotes can be found on page 74 of this report. The combining statements referred to earlier in connection with non-major governmental funds are presented immediately following the required supplementary information. Combining and individual fund statements can be found on pages 78-85 of this report. Government-wide Financial Analysis As stated earlier, net position may serve over time as a useful indicator of a government’s financial position. In the case of the City of Cape Canaveral, assets exceeded liabilities by $39.5 million at the close of the 2013 fiscal year. By far the largest portion of the City’s net position, $28.83 million (73%) reflects its investment in capital assets (e.g., land, buildings, machinery and equipment); less any related debt used to acquire those assets that is still outstanding. This is a decrease from the previous year due to depreciation in assets and sale of surplus items. The City uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the City’s investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. City of Cape Canaveral, Florida Statement of Net Position Governmental Activities Business-type Activities Total 2013 2012 2013 2012 2013 2012 Current and other assets 8,248,791$ 8,124,349$ 3,881,273$ 3,557,496$ 12,130,064$ 11,681,845$ Capital Assets (Net) 15,842,742 16,153,413 15,006,494 15,043,288 30,849,236 31,196,701 Total Assets 24,091,533 24,277,762 18,887,767 18,600,784 42,979,300 42,878,546 Current and other liabilities 1,076,800 1,170,882 161,228 107,090 1,238,028 1,277,972 Long-term Liabilities 173,791 151,635 2,105,719 2,338,758 2,279,510 2,490,393 Total Liabilities 1,250,591 1,322,517 2,266,947 2,445,848 3,517,538 3,768,365 Net Position: Net Investment in Capital Assets 15,842,742 16,153,413 12,986,307 12,774,301 28,829,049 28,927,714 Restricted 937,204 1,001,741 396,648 428,741 1,333,852 1,430,482 Unrestricted 6,060,996 5,800,091 3,237,865 2,951,894 9,298,861 8,751,985 Total Net Position 22,840,942$ 22,955,245$ 16,620,820$ 16,154,936$ 39,461,762$ 39,110,181$ City of Cape Canaveral, Florida Management’s Discussion and Analysis - 32 - A portion of the City’s net assets, $1,333,852, or 3.4% of total net assets, represents resources that are subject to external restriction on how they may be used. The balance of unrestricted net assets totaling $9,298,861 may be used to meet the City’s ongoing obligations to citizens and creditors and to provide funding for various projects. At September 30, 2013, the City is able to report positive balances in all three categories of net assets, both for the City as a whole and for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. The City experienced an overall decrease in net assets for Governmental activities of $114,303. The increase for business-type activities was $465,884. Governmental Activities Business-type Activities Total 2013 2012 2013 2012 2013 2012 REVENUES Program Revenues: Charges for Services 1,612,877$ 1,387,188$ 3,940,736$ 4,001,865$ 5,553,613$ 5,389,053$ Operating Grants and Contributions 986 8,922 - - 986 8,922 Capital Grants and Contributions 103,554 3,850 - - 103,554 3,850 General Revenues: Property Taxes 3,225,873 3,246,835 - - 3,225,873 3,246,835 Local Option Motor Fuel Taxes 319,888 343,960 - - 319,888 343,960 Utility and Franchise Taxes 2,064,043 1,990,307 - - 2,064,043 1,990,307 Intergovernmental 733,430 696,767 - - 733,430 696,767 Investment Income 118,418 177,045 24,525 47,254 142,943 224,299 Miscellaneous 72,479 52,788 - 992 72,479 53,780 Total Revenues 8,251,548 7,907,662 3,965,261 4,050,111 12,216,809 11,957,773 EXPENSES General Government 1,176,016 1,113,604 - - 1,176,016 1,113,604 Public Safety 4,786,742 4,669,217 - - 4,786,742 4,669,217 Transportation 989,959 1,068,023 - - 989,959 1,068,023 Physical Environment 969,778 879,353 - - 969,778 879,353 Culture/Recreation 568,356 585,452 - - 568,356 585,452 Wastewater - - 2,946,743 3,015,636 2,946,743 3,015,636 Stormwater - - 427,634 336,503 427,634 336,503 Total Expenses 8,490,851 8,315,649 3,374,377 3,352,139 11,865,228 11,667,788 Excess (Deficiency) Before Transfers (239,303) (407,987) 590,884 697,972 351,581 289,985 Transfers 125,000 125,000 (125,000) (125,000) - - Change in Net Position (114,303) (282,987) 465,884 572,972 351,581 289,985 Net Position - Beginning 22,955,245 23,238,232 16,154,936 15,581,964 39,110,181 38,820,196 Net Position - Ending 22,840,942$ 22,955,245$ 16,620,820$ 16,154,936$ 39,461,762$ 39,110,181$ City of Cape Canaveral, Florida Changes in Net Position City of Cape Canaveral, Florida Management’s Discussion and Analysis - 33 - Statement of Activities Governmental activities: The Changes in Net Position Table on page 32 reflects a governmental revenue increase of $343,886, an increase of 4.35% from the previous fiscal year. This increase reflects both program and general revenues. Governmental program revenues increased $317,457 a 22.68% increase from 2012. This increase is primarily the result of an increase in Contributions and Charges for Services. Charges for services 20% Operating grants and contributions 0% Capital grants and contributions 1% Property tax 39% Local option fuel 4% Utility and Franchise 25%Intergovernmental revenues 9% Investment income 1%Miscellaneous 1% Other 7% Revenues by Source -Governmental Activities (does not include transfers) The remaining change relates to general revenues. Significant factors include the following: • Property taxes decreased $20,962 from 2012. However, by the end of Calendar Year 2013 property values increased by 4%. • Local Option Fuel Tax revenue decreased $24,072 over the prior year. This decrease of 7% was caused by a decrease in consumption not tied to price; tax is based on cents per gallon. • Investment income declined 33.11% from the prior year. This $58,627 decline resulted from significant declines in cash balances invested (due to construction projects), Library enhancements, as well as decreases in the rate of return for these funds. • Utility and Franchise Fees increased by $73,736 or 3.7%. This is because the City established a Public Service Tax on water consumption. • Expenses for governmental activities increased slightly, showing only a 2.11% increase over 2012 amounts. The most significant increases related to Public Safety ($117,525), Physical Environment ($90,425) and General Government ($62,412). These increases were offset by a decrease in Transportation of $78,064 directly related to the North Atlantic Avenue Improvement Project. The increase in Public Safety includes an increase in Police and Fire contracts and an increase in garbage and recycling rates per contract. City of Cape Canaveral, Florida Management’s Discussion and Analysis - 34 - - 1,000,000 2,000,000 3,000,000 4,000,000 5,000,000 6,000,000 Expenses and Program Revenues -Governmental Activities Expenses Program Revenues Business-type activities. Business-type activities experienced an increase in net position of $465,884 or 2.88%. • The major source of revenue for business-type activities is charges for services, which decreased $61,129 (1.5%). This was the result of a study by Raftelis that changed the commercial rate structure for Wastewater for 2013. This change affected the Customer Equivalent Residential Units, Usage, and Revenue relationships. • Investment income decreased by $22,729 (48.1%). Most of this revenue decline related to lower rates of return being earned on investments. • Expenses for both Wastewater and Stormwater operations remained fairly constant during 2013. The increase for all Business-type activities was only $22,238 or .66%. City of Cape Canaveral, Florida Management’s Discussion and Analysis - 35 - - 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 Sewer Stormwater Expenses & Program Revenues Business-type Activities Expenses Program Revenues Revenues by Source Business-type Activities Charges for Services Capital Grants and Contributions Investment Income Miscellaneous revenues City of Cape Canaveral, Florida Management’s Discussion and Analysis - 36 - Financial Analysis of the Government’s Funds As noted earlier, the City uses fund accounting to ensure and demonstrate compliance with finance- related legal requirements. Governmental funds. The focus of the City’s reporting of governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the City’s financing requirements. In particular, unassigned fund balance may serve as a useful measure of the City’s net resources available for spending at the end of the fiscal year. The City has experienced a significant decrease in economic activity during the last two years with possible reductions expected for the near future. A strategic effort has been made to use the downturn to plan for future development. The City continues to implement various cost reduction initiatives, including the streamlining of processes to effectively utilize remaining assets. As of the end of the current fiscal year, the total fund balance of the City’s Governmental Funds (General Fund and Nonmajor Governmental Funds) was $7,154,141, an increase of $200,674 or 2.9% from the prior fiscal year. The General Fund, the City’s main governmental fund, experienced an overall increase in fund balance of $66,049 or 1.07%. 0% 20% 40% 60% 80% 100% FY13 FY12 General Fund Current Expenditures by Function Capital Outlay Culture/Recreation Physical Environment Transportation Public Safety General Government The General Fund is the City’s chief operating fund. At the end of the current fiscal year, total fund balance was $6,241,131. Of this amount $12,394 relates to inventory and prepaids and is therefore nonspendable. The remaining fund balance includes restricted ($249,194), committed ($2,264,838), assigned ($428,837), and unassigned ($3,285,868). Within the Committed Fund Balance category, the largest portion is $1,433,530 for the purchase of fire equipment. Within the Assigned Fund Balance category, the largest portion is $256,251 assigned for use in the 2014 budget. The unassigned fund balance represents 40.96% of the total general fund expenditures, while total fund balance represents 77.8% of that same amount. Unassigned funds are available to fund on-going activities of the City’s various services and programs. City of Cape Canaveral, Florida Management’s Discussion and Analysis - 37 - The Nonmajor Special Revenue and Capital Expansion fund balances total $913,010, an increase of $134,625. The increase is due mainly from a transfer in to cover construction costs for the new Fire House. Special Revenue and Capital Expansion Funds maintained fund balances at the end of the fiscal year of: • Police Education Fund $16,224 • Fire Protection Fund $22,120 • School Crossing Guard $3,098 • Library Fund $137,551 • Special Law Enforcement Trust $9,662 • Capital Expansion Fund of $724,355. Except for $51,104 in funds committed by action of the Council for public safety, all fund balances of the Non-major governmental funds are restricted by an outside party as to use. Proprietary funds. The City’s proprietary funds provide the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net assets of the Wastewater Utility Fund at the end of the year amounted to $2,430,553, and those for the Stormwater Utility amounted to $807,312. The total increase in net position for each fund was $307,465 and $158,419, respectively. Other factors concerning the finances of these two funds have already been addressed in the discussion of the City’s business-type activities. General Fund Budgetary Highlights At the end of FY13, as of result of amendments made during the year, the final amended budget decreased $683,829 from the adopted budget. $- $500,000 $1,000,000 $1,500,000 $2,000,000 $2,500,000 $3,000,000 $3,500,000 $4,000,000 $4,500,000 $5,000,000 General Fund Actual vs Budgets Actual Expenditures Final Budget Original Budget City of Cape Canaveral, Florida Management’s Discussion and Analysis - 38 - During the year, actual revenues on a budgetary basis were $8,145,845. This was slightly more than the final budgetary estimate of $8,127,995 primarily attributable to utility and franchise fee increases. Additionally, charges for services also exceeded estimated revenue by $13,618, but were offset by a shortfall for Fines and Forfeitures of $17,850. Capital Asset and Debt Administration Capital assets. The City’s investment in capital assets for its governmental and business-type activities as of September 30, 2013, amounts to $30,849,236, net of accumulated depreciation. This investment in capital assets includes land, buildings and system improvements, machinery and equipment, park facilities, roads and construction work in progress. The City’s investment in capital assets decreased $347,465. A decrease of $310,671(-1.9%) in governmental activities and a decrease of $36,794 (.2%) for business-type activities makes up the total. Significant capital asset events during the current fiscal year included the following: • Leisure Services acquired a portable light tower and installed over 700 feet of walking trail at Manatee Park. • Refurbishment of Lift Station No. 1, located along Washington Avenue, included the replacement of stand pipes and pump bases, and installation of new piping and check valves in the valve vault. • Public Works made improvements to the northern portion of the Central Ditch, completed the Manhole Re-lining Program, and installed Exfiltration piping at two key locations which significantly relieved street flooding caused by heavy rainfall. • The Cape Canaveral Volunteer Fire Department expended funds for construction costs for the new Fire Station. • The Library purchased videos and books to expand the Library collection. • Funds were expended for the North Atlantic Avenue Improvement Project to cover costs for design services, site plan reviews and engineering services. • Engineering design was initiated for the Sludge Belt Press Project, Oxidation Ditch Project, and Reclaimed Water Tank Project. Engineering design was completed for Lift Station #2. • Funds were expended for the proposed new City Hall for architectural & engineering services. Additional information on the City’s capital assets can be found on pages 64-65 of this report. City of Cape Canaveral, Florida Management’s Discussion and Analysis - 39 - Governmental Activities Business-type Activities Total 2013 2012 2013 2012 2013 2012 Land 7,256,030$ 7,256,030$ 351,084$ 351,084$ 7,607,114$ 7,607,114$ Buildings and Improvements 2,344,423 2,457,987 4,143,124 4,143,124 6,487,547 6,601,111 Machinery and Equipment 2,997,202 3,663,051 1,502,513 1,422,279 4,499,715 5,085,330 Infrastructure 6,724,637 6,650,878 22,450,251 21,866,959 29,174,888 28,517,837 Construction in Progress 326,464 163,556 137,474 - 463,938 163,556 19,648,756 20,191,502 28,584,446 27,783,446 48,233,202 47,974,948 Less: Accumulated Depreciation (3,806,014) (4,038,089) (13,577,952) (12,740,158) (17,383,966) (16,778,247) Capital Assets, net 15,842,742$ 16,153,413$ 15,006,494$ 15,043,288$ 30,849,236$ 31,196,701$ City of Cape Canaveral's Capital Assets (net of depreciation) Long-term debt. At the end of the current fiscal year, the City had a total long-term debt outstanding of $2,020,187. The business-type activities long term debt is from a State Revolving Loan related to Sewer System improvements constructed in 1995 and 1996. Note that compensated absences and the liability for other post employment benefits are also included in long term liabilities of the City. Additional information on the City of Cape Canaveral’s long-term debt can be found on pages 65-66 of this report. Governmental Activities Business-type Activities Total 2013 2012 2013 2012 2013 2012 State revolving loans - - 2,020,187 2,268,987 2,020,187 2,268,987 -$ -$ 2,020,187$ 2,268,987$ 2,020,187$ 2,268,987$ City of Cape Canaveral's Outstanding Debt General Obligation City of Cape Canaveral, Florida Management’s Discussion and Analysis - 40 - Economic Factors and Next Year’s Budgets and Rates • The unemployment rate decreased from 8.6% in the prior year to 7.8%. • The real estate market continues to trend upward. Property values for Calendar Year 2013 showed an increase of 4%. The median home sales price rose to $126,880 up from $122,000 at the end of 2012. • Due to accelerated hiring, Cape Canaveral, as well as Brevard County, will continue to show improvement due to increased industry growth at the Kennedy Space Center and Canaveral Air Force Station; increased Aerospace and High Technological Manufacturing Companies; and numerous service-oriented companies countywide. • In an effort to take advantage of the opportunities provided by the City’s proximity to Port Canaveral, Cape Canaveral Air Force Station, Kennedy Space Center, two International Airports, and Orlando, the City is actively pursuing economic development/redevelopment. • The city has and will continue to increase its revenue stream. A Public Service Tax was established in July 2013. The City maintained Ad valorem taxes at fiscal 2012 rates in the 2013 budget. All of these factors were considered in preparing the City’s budget for the 2014 Fiscal Year. Requests for Information This financial report is designed to provide a general overview of the City of Cape Canaveral’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Office of the Finance Director, 105 Polk Avenue, Cape Canaveral, FL 32920. - 41 - Basic Financial Statements Governmental Business-type Activities Activities Total Assets Equity in pooled cash and investments 7,458,311$ 2,774,393$ 10,232,704$ Receivables, net 338,726 681,217 1,019,943 Due from other governments 423,623 - 423,623 Inventories and prepaid items 12,394 - 12,394 Restricted assets: Equity in pooled cash and investments 15,737 412,504 428,241 Capital assets: Total capital assets, not being depreciated 7,582,494 488,558 8,071,052 Total capital assets, being depreciated, net of accumulated depreciation 8,260,248 14,517,936 22,778,184 Loan costs, net of amortization - 13,159 13,159 Total Assets 24,091,533$ 18,887,767$ 42,979,300$ Liabilities Accounts payable and accrued liabilities 241,022$ 145,372$ 386,394$ Unearned revenue and deposits 820,041 - 820,041 Payable from restricted assets: Accrued interest payable - 15,856 15,856 Zoning escrow 15,737 - 15,737 Noncurrent liabilities: Due within one year: Long-term debt - 602,635 602,635 Compensated absences payable 123,722 57,297 181,019 Due in more than one year: Long-term debt - 1,417,552 1,417,552 Compensated absences payable 30,931 14,325 45,256 Net OPEB obligation 19,138 13,910 33,048 Total Liabilities 1,250,591$ 2,266,947$ 3,517,538$ Net Position Net investment in capital assets 15,842,742 12,986,307 28,829,049 Restricted for: Recycled products 48,374 - 48,374 Tree mitigation 143,206 - 143,206 North Atlantic Avenue 57,614 - 57,614 Debt service - 335,289 335,289 Public safety 51,104 - 51,104 Culture/recreation 137,551 - 137,551 Capital expansion 724,355 61,359 785,714 Unrestricted 5,835,996 3,237,865 9,073,861 Total Net Position 22,840,942$ 16,620,820$ 39,461,762$ Primary Government CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF NET POSITION SEPTEMBER 30, 2013 The accompanying notes to financial statements are an integral part of this statement. - 42 - Operating Capital Charges for Grants and Grants and Governmental Business-type Expenses Services Contributions Contributions Activities Activities Total Functions/ProgramsGovernmental activities General government 1,176,016$ 17,376$ -$ 2,804$ (1,155,836)$ -$ (1,155,836)$ Public safety 4,786,742 528,502 - 7,635 (4,250,605) - (4,250,605) Transportation 989,959 - 319,888 92,420 (577,651) - (577,651) Physical environment 969,778 978,586 - - 8,808 - 8,808 Culture/recreation 568,356 88,413 986 695 (478,262) - (478,262) Total governmental activities 8,490,851 1,612,877 320,874 103,554 (6,453,546) - (6,453,546) Business-type activities Sewer 2,946,743 3,363,595 - - - 416,852 416,852 Stormwater 427,634 577,141 - - - 149,507 149,507 Total business-type activities 3,374,377 3,940,736 - - - 566,359 566,359 Total primary government 11,865,228$ 5,553,613$ 320,874$ 103,554$ (6,453,546) 566,359 (5,887,187) General revenues Property taxes 3,225,873 - 3,225,873 Utility and franchise taxes 2,064,043 - 2,064,043 Intergovernmental revenues, unrestricted 733,430 - 733,430 Investment income 118,418 24,525 142,943 Miscellaneous revenues 72,479 - 72,479 Transfers 125,000 (125,000) - Total general revenues and transfers 6,339,243 (100,475) 6,238,768 Change in net position (114,303) 465,884 351,581 Net position, beginning of year 22,955,245 16,154,936 39,110,181 Net position, end of year 22,840,942$ 16,620,820$ 39,461,762$ Primary Government Changes in Net PositionProgram Revenues Net (Expense) Revenue and CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF ACTIVITIES FOR THE YEAR ENDED SEPTEMBER 30, 2013 The accompanying notes to financial statements are an integral part of this statement. - 43 - Nonmajor Total General Governmental Governmental Fund Funds Funds Assets Equity in pooled cash and investments 6,553,654$ 920,394$ 7,474,048$ Receivables 338,726 - 338,726 Due from other governments 423,507 116 423,623 Inventories and prepaid items 12,394 - 12,394Total Assets 7,328,281$ 920,510$ 8,248,791$ Liabilities and Fund Balances Accounts payable and accrued liabilities 233,522$ 7,500$ 241,022$ Zoning escrow 15,737 - 15,737 Unearned revenue and deposits 837,891 - 837,891 Total liabilities 1,087,150 7,500 1,094,650 Fund balances: Nonspendable: Inventories and prepaids 12,394 - 12,394 Restricted for: Tree mitigation 143,206 - 143,206 North Atlantic Avenue 57,614 - 57,614 Recycled products 48,374 - 48,374 Public safety - 51,104 51,104 Culture/recreation - 137,551 137,551 Capital expansion - 724,355 724,355 Committed to: Capital equipment renewal and replacement 500,000 500,000 Fire equipment 1,433,530 - 1,433,530 New facility 331,308 - 331,308 Assigned to: 2014 budget 256,251 - 256,251 Loan to community redevelopment agency 100,000 100,000 Manatee park 29,069 - 29,069 Purchases on order 43,517 - 43,517 Unassigned 3,285,868 - 3,285,868 Total fund balances 6,241,131 913,010 7,154,141 Total Liabilities and Fund Balances 7,328,281$ 920,510$ 8,248,791$ CITY OF CAPE CANAVERAL, FLORIDA BALANCE SHEET SEPTEMBER 30, 2013 GOVERNMENTAL FUNDS The accompanying notes to financial statements are an integral part of this statement. - 44 - Fund Balances - Total Governmental Funds 7,154,141$ Amounts reported for governmental activities in the statement of net position are different because: Capital assets used in governmental activities are not financial resources and, therefore, are not reported in the funds. Governmental capital assets 19,648,756 Accumulated depreciation (3,806,014) 15,842,742 Because some receivables will not be collected for several months after the City's fiscal year end, they are not considered "available" revenue in the governmental funds, and therefore, reported as deferred revenue. In the statement of net position, which is presented on the accrual basis, no deferral is reported. 17,850 Long-term liabilities are not due and payable in the current period, and therefore, are not reported in the funds. All liabilities, both current and non-current, are reported in the statement of net position. Long term liabilities at year end consist of: Compensated absences payable (154,653) Net OPEB obligation (19,138) Net Position of Governmental Activities 22,840,942$ CITY OF CAPE CANAVERAL, FLORIDA RECONCILIATION OF THE BALANCE SHEET OF THE GOVERNMENTAL FUNDS TO THE STATEMENT OF NET POSITION SEPTEMBER 30, 2013 The accompanying notes to financial statements are an integral part of this statement. - 45 - Nonmajor Total General Governmental Governmental Fund Funds Funds Revenues Taxes: Property 3,167,354$ 58,519$ 3,225,873$ Local option motor fue 319,888 - 319,888 Utility and franchise 2,005,288 - 2,005,288 Intergovernmental 968,271 - 968,271 Licenses and permits 229,471 11,134 240,605 Charges for services 1,177,491 - 1,177,491 Fines and forfeitures 65,389 3,088 68,477 Investment earnings 103,306 15,112 118,418 Contributions and donations 2,286 - 2,286 Miscellaneous 107,101 - 107,101 Total revenues 8,145,845 87,853 8,233,698 Expenditures Current: General government 1,158,745 - 1,158,745 Public safety 4,533,788 3,179 4,536,967 Transportation 650,836 - 650,836 Physical environment 958,346 - 958,346 Culture/recreation 475,922 29,587 505,509 Capital outlay 244,626 142,342 386,968 Total expenditures 8,022,263 175,108 8,197,371 Excess (deficiency) of revenues over expenditures 123,582 (87,255) 36,327 Other financing sources Proceeds from sale of assets 39,347 - 39,347 Transfers in 128,120 225,000 353,120 Transfers out (225,000) (3,120) (228,120) Total other financing sources (uses)(57,533) 221,880 164,347 Net change in fund balances 66,049 134,625 200,674 Fund balances, beginning of year 6,175,082 778,385 6,953,467 Fund balances, end of year 6,241,131$ 913,010$ 7,154,141$ FOR THE YEAR ENDED SEPTEMBER 30, 2013 CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - GOVERNMENTAL FUNDS The accompanying notes to financial statements are an integral part of this statement. - 46 - Net Change in Fund Balances - Total Governmental Funds 200,674$ Amounts reported for governmental activities in the statement of activities are different because Governmental funds report capital outlays as expenditures However, in the statement of activities, the cost of these asset is depreciated over their estimated useful lives Expenditures for capital assets 386,968 Less: Current year depreciation (517,630) (130,662) Because some receivables will not be collected for several month after the City's fiscal year end, they are not considered "available revenue in the governmental funds. In the statement of activitie presented on the accrual basis, these revenues are recognized 17,850 Governmental funds only report the disposal of fixed assets to the extent proceeds are received from the sale. In the statement of activities, a gain or loss is recorded for each disposal (180,009) 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. Compensated absences payable (17,094) Net OPEB obligation (5,062) Change in Net Position of Governmental Activities (114,303)$ CITY OF CAPE CANAVERAL, FLORIDA FOR THE YEAR ENDED SEPTEMBER 30, 2013 RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, TO THE STATEMENT OF ACTIVITIES AND CHANGES IN FUND BALANCES OF GOVERNMENTAL FUNDS The accompanying notes to financial statements are an integral part of this statement. - 47 - Original Final Actual Revenues Taxes: Property 3,130,598$ 3,167,354$ 3,167,354$ -$ Local option motor fuel 285,100 319,894 319,888 (6) Utility and franchise 2,368,000 1,982,912 2,005,288 22,376 Intergovernmental 865,500 968,559 968,271 (288) Licenses and permits 376,699 229,471 229,471 - Charges for services 1,150,002 1,163,873 1,177,491 13,618 Fines and forfeitures 28,600 83,239 65,389 (17,850) Investment earnings 125,150 103,306 103,306 - Contributions and donations 3,000 2,286 2,286 - Miscellaneous 27,345 107,101 107,101 - Total revenues 8,359,994 8,127,995 8,145,845 17,850 Expenditures Current: General government 1,832,887 1,751,846 1,158,745 593,101 Public safety 4,553,880 4,533,788 4,533,788 - Transportation 705,867 650,836 650,836 - Physical environment 932,800 958,346 958,346 - Culture/recreation 480,680 475,922 475,922 - Capital outlay 793,079 244,626 244,626 - Total expenditures 9,299,193 8,615,364 8,022,263 593,101 Excess (deficiency) of revenues over expenditures (939,199) (487,369) 123,582 610,951 Other financing sources Proceeds from sale of assets 18,000 39,347 39,347 - Transfers in 128,120 128,120 128,120 - Transfers out - - (225,000) (225,000) Total other financing sources 146,120 167,467 (57,533) (225,000) Net change in fund balances (793,079) (319,902) 66,049 385,951 Fund balances, beginning of year 6,175,082 6,175,082 6,175,082 - Fund balances, end of year 5,382,003$ 5,855,180$ 6,241,131$ 385,951$ CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET TO ACTUAL GENERAL FUND FOR THE YEAR ENDED SEPTEMBER 30, 2013 Variance Positive (Negative) Budgeted Amounts The accompanying notes to financial statements are an integral part of this statement. - 48 - Wastewater Fund Stormwater Fund Total Assets Current assets: Equity in pooled cash and investments 2,034,675$ 739,718$ 2,774,393$ Receivables, net 582,039 99,178 681,217 Loan costs, net of amortization 13,159 - 13,159 Restricted assets: Equity in pooled cash and investments 412,504 - 412,504 Total current assets 3,042,377 838,896 3,881,273 Capital assets: Total capital assets, not being depreciated 484,943 3,615 488,558 Total capital assets, being depreciated, net of accumulated depreciation 12,727,134 1,790,802 14,517,936 Capital assets, net 13,212,077 1,794,417 15,006,494 Total Assets 16,254,454$ 2,633,313$ 18,887,767$ Liabilities Current liabilities: Accounts payable and accrued liabilities 132,814$ 12,558$ 145,372$ Current portion of compensated absences 42,561 14,736 57,297 Current portion of long-term debt 602,635 - 602,635 Liabilities payable from current restricted assets Accrued interest payable 15,856 - 15,856 Total current liabilities 793,866 27,294 821,160 Noncurrent liabilities: Long-term portion of compensated absences 10,641 3,684 14,325 Long-term debt payable after one year 1,289,930 127,622 1,417,552 Net OPEB obligation 13,304 606 13,910 Total noncurrent liabilities 1,313,875 131,912 1,445,787 Total Liabilities 2,107,741$ 159,206$ 2,266,947$ Net Position Net investment in capital assets 11,319,512 1,666,795 12,986,307 Restricted for: Debt service 335,289 - 335,289 Capital expansion 61,359 - 61,359 Unrestricted 2,430,553 807,312 3,237,865Total Net Position 14,146,713$ 2,474,107$ 16,620,820$ Business-type Activities - Enterprise Funds CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF NET POSITION PROPRIETARY FUNDS SEPTEMBER 30, 2013 The accompanying notes to financial statements are an integral part of this statement. - 49 - Wastewater Fund Stormwater Fund Total Operating revenues Charges for sales and services: Sewer charges 3,363,595$ -$ 3,363,595$ Stormwater charges - 577,141 577,141 Total operating revenues 3,363,595 577,141 3,940,736 Operating expenses Operating and maintenance: Personal services 1,123,956 181,339 1,305,295 Materials and supplies 135,339 774 136,113 Other operating and maintenance 781,002 149,487 930,489 Depreciation 844,058 96,034 940,092 Total operating expenses 2,884,355 427,634 3,311,989 Operating income 479,240 149,507 628,747 Nonoperating revenues (expenses) Investment earnings 15,613 9,459 25,072 Loss on sale or disposal of assets 6,367 (547) 5,820 Interest expense (59,464) - (59,464) Amortization of loan costs (9,291) - (9,291) Total nonoperating revenues (expenses) (46,775) 8,912 (37,863) Income before capital contributions and transfers 432,465 158,419 590,884 Transfers out (125,000) - (125,000) Changes in net position 307,465 158,419 465,884 Total net position, beginning of year 13,839,248 2,315,688 16,154,936 Total net position, end of year 14,146,713$ 2,474,107$ 16,620,820$ Business-type Activities - Enterprise Funds CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF REVENUES, EXPENSES, AND CHANGES IN FUND NET POSITION PROPRIETARY FUNDS FOR THE YEAR ENDED SEPTEMBER 30, 2013 The accompanying notes to financial statements are an integral part of this statement. - 50 - Wastewater Fund Stormwater Fund Total Cash flows from operating activities Cash received from customers 3,363,814$ 578,111$ 3,941,925$ Cash paid to suppliers (853,466) (151,123) (1,004,589) Cash paid to employees (1,112,425) (177,109) (1,289,534) Net cash provided by operating activities 1,397,923 249,879 1,647,802 Cash flows from noncapital financing activities Transfers out (125,000) - (125,000) Net cash used in noncapital financing activities (125,000) - (125,000) Cash flows from capital and related financing activities Principal payments on capital debt (584,647) - (584,647) Proceeds from issuance of debt 208,225 127,622 335,847 Interest paid (64,736) - (64,736) Proceeds from the sale of assets 12,800 - 12,800 Acquisition and construction of capital assets (548,544) (361,734) (910,278) Net cash used in capital and related financing activities (976,902) (234,112) (1,211,014) Cash flows from investing activities Interest received 15,613 9,459 25,072 Net increase in cash and cash equivalents 311,634 25,226 336,860 Cash and cash equivalents beginning of year 2,135,545 714,492 2,850,037 Cash and cash equivalents, end of year 2,447,179$ 739,718$ 3,186,897$ Reconciliation of operating income to net cash provided by operating activities Operating income 479,240$ 149,507$ 628,747$ Adjustment to reconcile operating income to net cash provided by operating activities: Depreciation 844,058 96,034 940,092 Decrease (increase) in certain assets: Accounts receivable 219 970 1,189 Inventories and prepaid items 2,603 - 2,603 Increase (decrease) in certain liabilities: Compensated absences payable 8,859 3,916 12,775 Accounts payable and accrued liabilities 60,272 (862) 59,410 Net OPEB liability 2,672 314 2,986 Net cash provided by operating activities 1,397,923$ 249,879$ 1,647,802$ Business-type Activities - Enterprise Funds CITY OF CAPE CANAVERAL, FLORIDA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS FOR THE YEAR ENDED SEPTEMBER 30, 2013 The accompanying notes to financial statements are an integral part of this statement. - 51 - - 52 - THIS PAGE INTENTIONALLY LEFT BLANK. - 53 - Notes to Financial Statements NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 54 - (1) Summary of Significant Accounting Policies: The City of Cape Canaveral, Florida, (the City) was created pursuant to Chapter 73-129, Laws of Florida, in 1963. The legislative branch of the City is composed of an elected Mayor and four Council Members. The City Council is governed by the City Charter and by state and local laws and regulations. The City Council is responsible for the establishment and adoption of policy. The execution of such policy is the responsibility of the Council-appointed City Manager. The financial statements of the City of Cape Canaveral, Florida, have been prepared in conformance with accounting principles generally accepted in the United States of America as applicable to governmental units. The Governmental Accounting Standards Board (GASB) is the accepted body for promulgating governmental accounting and financial reporting principles. The following is a summary of the more significant policies. (a) Reporting entity⎯The accompanying financial statements present the financial position, results of operations and cash flows of the applicable fund types controlled by or dependent on the City. In evaluating the City as a reporting entity, management has addressed all potential component units for which the entity may or may not be financially accountable and, as such, be included within the City's financial statements. (b) Blended component unit⎯A blended component unit, although legally separate, is, in substance, part of the City’s operations. The following entities are blended with the primary government and reported as indicated: Among other things, the Community Appearance Board is responsible for promoting and providing for programs and projects which enhance the City’s overall appearance. The members of this board are appointed by the City Council. The projects are funded by City and voter-approved ad valorem taxes and the legal liability for any payables remains with the City Council. The Cape Canaveral Free Public Library fund is responsible for exterior maintenance and risk management of the City-owned library. The members of the advisory board are appointed by the City Council and are tasked to act on the City’s behalf. Funding for these specific purposes are derived by voter-approved ad valorem taxes and the legal liability remains with the City Council. Library operations are funded through the Brevard County Free Public Library District (the District), a separate taxing authority, and is therefore not included under the reporting entity definition of the City’s financial statements. (c) Government-wide and fund financial statements⎯The government-wide financial statements, comprised of the statement of position and the statement of activities, report aggregated information for the overall government for all of the activities of the primary government. For the most part, the effect of interfund activity has been removed from these statements. Governmental activities, which normally are supported by taxes, intergovernmental revenues, and other nonexchange revenues are reported separately from business-type activities, which rely, to a significant extent, on fees charged to external parties for goods or services for support. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 55 - (1) Summary of Significant Accounting Policies: (Continued) The statement of activities demonstrates the degree to which the direct expenses of a given function or activity is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or activity. Program revenues include (l) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or activity, and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or activity. Taxes and other nonexchange revenues not properly included among program revenues are reported 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 in separate columns in the fund financial statements. (d) 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 imposed by the provider have been met. The City reports as program revenues: (1) charges to customers or applicants for goods, services, or privileges provided, (2) operating grants and contributions, and (3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. 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 when they are collectible within the current period or as soon enough thereafter to pay liabilities of the current period. For this purpose, the government generally considers revenues to be available if they are collected within 60 days of the end of the current fiscal period. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Taxes, intergovernmental revenue, licenses and permits, charges for services, and interest associated with the current fiscal period are all considered to be susceptible to accrual and so have been recognized as revenues of the current fiscal period. Only the portion of local business tax receivables due within the current period is susceptible to accrual as revenue of the current period. All other revenue items are considered to be measurable and available only when cash is received by the government. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 56 - (1) Summary of Significant Accounting Policies: (Continued) Proprietary fund financial statements are reported using the accrual basis of accounting. Under this method, revenue is recorded when earned and expenses are recorded at the time liabilities are incurred. The City reports the following major governmental funds: General Fund⎯The General Fund is the principal fund of the City which accounts for all financial transactions not accounted for in other funds. The City reports the following major proprietary funds: Wastewater Fund⎯The Wastewater Fund accounts for the activities of the City’s sewer system. The City operates the sewage treatment plant, sewage pumping stations, collection, and reclaimed water systems, which are financially similar to private business enterprises, where the costs, including depreciation, of providing services to the general public on an ongoing basis are financed through user charges. Stormwater Fund⎯The Stormwater Fund is used to account for the activities of the City’s stormwater management, conservation, protection, control, use and enhancement of stormwater, the costs of which are recovered by user charges. Additionally, the City reports the following fund types: Special Revenue Funds⎯These funds account for the proceeds of specific revenue sources (other than capital projects) which are legally restricted or committed to finance particular functions or activities of the City. Capital Projects Fund⎯This fund accounts for the costs of expansion projects and to segregate the associated funding for the projects. Amounts reported in the funds as interfund receivables and payables have been eliminated in the governmental and business-type activities columns, except for the net residual amounts due between governmental and business-type activities, which are presented as internal balances due to and due from these different types of activities within the primary government. Proprietary funds distinguish operating revenues and expenses from nonoperating items. Operating revenues and expenses generally result from providing services and producing and delivering goods in connection with a proprietary fund’s principal ongoing activities. For the City, operating revenues come from fees for sewer and stormwater services, which are the principal ongoing operations of the City's Wastewater and Stormwater Fund. Operating expenses include the cost of sales and services, administrative expenses, and depreciation on capital assets. All revenues and expenses not meeting this definition are reported as nonoperating revenues and expenses. When both restricted and unrestricted resources are available for use, it is the City’s policy to use restricted resources first, then unrestricted resources as they are needed. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 57 - (1) Summary of Significant Accounting Policies: (Continued) (e) Budgets and budgetary accounting⎯Annual budgets for all governmental and proprietary funds were adopted in compliance with Florida law. The basis on which the budgets are prepared is consistent with generally accepted accounting principles. Budgetary integration is established in the accounting records for management control purposes at the object of expenditure level; however the City Charter establishes the level at which expenditures may not legally exceed the total City-wide appropriations. The City follows these procedures in establishing the budgetary data reflected in the financial statements: (i) On or before June 30th, the City Manager submits a preliminary budget to the City Council for the ensuing fiscal year. (ii) Budget workshop sessions are scheduled by the City Manager as needed. (iii) Prior to October 1, the budgets are legally enacted through passage of an ordinance. (iv) The City Council reviews the monthly financial reports. (v) The City Manager has the authority to approve budget transfers between line items, expenditure classifications, and departments. The City Council must approve all inter- departmental budget amendments and/or transfers that increase the total appropriations. Budgetary control is exercised at the fund level. (vi) Every appropriation lapses at the close of the fiscal year. (f) Cash and cash equivalents⎯Cash and cash equivalents include amounts in demand deposits as well as investments that are readily convertible to known amounts of cash. Investments with original maturities of three months or less are considered to be cash equivalents. In addition, investments in money market funds are sufficiently liquid to permit withdrawal of cash at any time without prior notice or penalty, thus equity in these funds is also deemed to be a cash equivalent. (g) Receivables⎯Accounts receivable balances are stated at the amount management expects to collect from outstanding balances. The City contracts with the City of Cocoa, Florida for utility billing services. Therefore, included in the accounts receivables balances, are amounts which have been billed on behalf of the City, but not yet collected; amounts which have been collected by the City of Cocoa, but not yet remitted to the City; and amounts earned by the City, but have not been billed to the customers as of September 30, 2013. (h) Inventories and prepaid items⎯The cost of inventory is accounted for on the consumption method wherein inventories are charged as expenditures when used rather than when purchased. All inventories are valued at cost, which approximates market, by using the first-in, first-out valuation method. Certain payments to vendors reflect costs applicable to future accounting periods and are recorded as prepaid items in both government-wide and fund financial statements. The cost of prepaid items is recorded as expenditures/expenses when consumed rather than when purchased. (i) Restricted assets⎯Certain amounts are classified as restricted assets because their use is limited by applicable debt covenants or laws/regulations imposed by other governmental agencies. The restricted assets are used to report resources set aside to 1) provide a reserve for debt service, 2) provide for capital expansion, and 3) acquire capital assets. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 58 - (1) Summary of Significant Accounting Policies: (Continued) (j) Capital assets⎯Capital assets, which include property, plant, equipment and infrastructure assets, are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Property, plant, and equipment with initial, individual costs that equal or exceed $1,000 and estimated useful lives of over one year are recorded as capital assets. Capital assets are recorded at historical cost or estimated historical cost, if purchased or constructed. Contributed assets are recorded at fair market value as of the date received. Depreciation is reported for the primary government using the straight-line method calculated on a service-life basis to amortize the cost of the asset over their estimated economic useful lives, which are as follows: Assets Years Buildings and improvements 30 - 50 Improvements other than buildings3 -20 Machinery and equipment 3 - 20 Infrastructure 30 - 50 (k) Zoning escrow⎯This liability is comprised of amounts received from private business to be used on their behalf for special projects. If the funds are not used, they are to be returned to the private business. Amounts used are not reported as revenues or expenditures in the accompanying financial statements. (l) Compensated absences⎯The City records the earned portion of accumulated, unused compensated absences at year-end based on each employee’s unused hours and rate of pay, including the City’s share of payroll taxes. All compensated absences are accrued when incurred in the government-wide and proprietary fund financial statements as accrued liabilities. A liability for these amounts is reported in governmental funds only if they have matured, for example, as a result of employee resignations or retirements. (m) Unearned revenue and deposits⎯Unearned revenue and deposits of $837,891 are recorded on the governmental fund balance sheet. This represents local business tax receipts and funds received from Brevard County for the North Atlantic Avenue Streetscape Project, as well as a receivable that will be collected more than 60 days after year end. Until the City incurs allowable costs associated with this project, the amount is classified as unearned revenue. Therefore, $820,041 is included as unearned revenue on the government-wide statement of net position, but the receivable of $17,850 has been recorded on the accrual basis. (n) Long-term obligations⎯In the government-wide financial statements, and proprietary fund financial statements, long-term debt and other long-term obligations are reported as liabilities in the applicable governmental activities, business-type activities, or proprietary fund type statement of net position. Unamortized loan costs are presented as an asset and amortized over the life of the related debt. (o) Fund balance⎯Fund balance of governmental funds is reported in various categories based on the nature of any limitations requiring the use of resources for specific purposes. The following classifications describe the relative strength of the spending constraints: Nonspendable fund balance - amounts that are not in spendable form (such as prepaid expenses and advances due from other funds) or are required to be maintained intact. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 59 - (1) Summary of Significant Accounting Policies: (Continued) Restricted fund balance - amounts constrained to specific purposes by their providers (such as grantors, bondholders, and higher levels of government), through constitutional provisions or by enabling legislation. Committed fund balance - amounts constrained to specific purposes by the City itself, via a City Council ordinance. To be reported as committed, amounts cannot be used for any other purpose unless the City changes the constraint via ordinance. Assigned fund balance - amounts the City intends to use for a specific purpose, but do not meet the criteria to be classified as committed. The City Council has by resolution, authorized the city manager to assign fund balance. Unassigned fund balance - amounts that are available for any purpose. Positive amounts are reported only in the general fund. Disbursements of fund balance reserves will first be made from restricted amounts when both restricted and unrestricted fund balance is available. Additionally, the City will first use committed fund balance, followed by assigned fund balance, and then unassigned fund balance when expenditures are incurred for purposes which amounts in any of the unrestricted fund balance classifications could be used. (p) General fund balance policy⎯The City has adopted an ordinance whereby the minimum unassigned fund balance must be at least 20% of the current fiscal year original budgeted expenditures. (q) Use of estimates⎯Management uses estimates and assumptions in preparing financial statements in accordance with generally accepted accounting principles. Those estimates and assumptions affect the reported amounts of assets and liabilities, the disclosure of contingent assets and liabilities, and the reported revenue and expenses. Actual results could vary from the estimates assumed in preparing the financial statements. (2) Reconciliation of Government-Wide and Fund Financial Statement: (a) Reconciliation of the balance sheet of the governmental funds to the statement of net position⎯Following the governmental fund balance sheet is a reconciliation between fund balance - total governmental funds and net position – governmental activities as reported in the government- wide statement of net position. A detailed explanation of these differences is provided in the above referenced financial statement. (b) Reconciliation of the statement of revenues, expenditures, and changes in fund balances of governmental funds to the statement of activities⎯Following the governmental fund statement of revenues, expenditures, and changes in fund balances, there is a reconciliation between net changes in fund balances – total governmental funds and changes in net position of governmental activities as reported in the government-wide statement of activities. A detailed explanation of these differences is provided in the above referenced financial statement. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 60 - (3) Property Tax Calendar: Under Florida law, the assessment of all properties and the collection of all county, municipal and school district property taxes are consolidated in the offices of the County Property Appraiser and County Tax Collector. The laws of the state regulating tax assessment are also designed to assure a consistent property valuation method statewide. State Statutes permit municipalities to levy property taxes at a rate of up to 10 mills. The millage rate assessed by the City on the tax roll certified on November 1, 2012 was 4.0739 mills (.5000 for beautification projects; .0739 for the library fund, 1.5000 for fire rescue, and 2.0000 for police operations). The property tax calendar is as follows: Valuation Date January 1 Property Appraiser prepares the assessment roll with values as of January 1, submits this preliminary roll for approval by the State and notifies each taxing authority of their respective valuations. July 1 City Council adopts a budget and ad valorem tax millage rate for the coming fiscal year. September Property Appraiser certifies the assessment roll and all real and tangible personal property taxes are due and payable (Levy date). November 1 A Notice of Taxes is mailed to each property owner on the assessment roll. Taxes may be paid November through March, with the following applicable discounts: November 1 Month Paid Discount Percent November 4 December 3 January 2 February 1 March 0 November 1, 2012through March 31, 2013 All unpaid taxes on real and tangible personal property become delinquent. April 1 A list of unpaid tangible personal property taxes and a list of unpaid real property taxes are advertised. April and May Tax certificates are sold on all real estate parcels with unpaid real property taxes (Lien date). May 31 A court order is obtained authorizing the seizure and sale of personal property if the taxpayer fails to pay the delinquent personal property taxes. August 29 NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 61 - (4) Deposits and Investments: Deposits: All bank balance deposit amounts are covered by federal depository insurance or collateral with the State of Florida under the Florida Security for Public Deposits Act. The Florida Security for Public Deposits Act, establishes guidelines for qualification and participation by banks and savings associations, procedures for the administration of the collateral requirements, and characteristics of eligible collateral. Under the Act, City deposits in qualified public depositories are fully insured. The qualified public depository must pledge 50% of the average daily balance for each month of all public deposits in excess of any applicable depository insurance. Additional collateral, up to a maximum of 125% may be required if deemed necessary under the conditions set forth in the Act. Obligations pledged to secure deposits must be delivered to the State Treasurer, or with the approval of the State Treasurer, to a bank, savings association, or trust company provided a power of attorney is delivered to the Treasurer. Investments: The City’s investment policies are governed by state statutes and City Ordinances. As of September 30, 2013, the City follows guidelines of authorized investments under Section 218.415(17), Florida Statutes. Investments authorized under this provision of the state statutes are limited to: the Florida Local Government Surplus Funds Trust Fund (SBA), or any intergovernmental investment pool authorized pursuant to the Florida Interlocal Cooperation Act; Securities and Exchange Council registered money market funds with the highest credit quality rating from a nationally recognized rating agency; interest bearing time deposits or savings accounts in state-certified qualified public depositories; direct obligations of the U.S. Treasury, and securities of, or other interests in, any open-end or closed-end management-type investment company or investment trust registered under the Investment Company Act of 1940. At September 30, 2013, the City had the following deposits and investments included in cash and cash equivalents: Investment Type Fair Value at September 30, 2013 Maturity Credit Rating Government-wide: Cash in banks $ 1,739,476 Less than 1 year N/A Florida Division of Treasury – Special Purpose Investment Account 8,721,828 2.65 years A+f State Board of Administration – Local Government Investment Pool – Fund B 199,641 4.04 years Unrated Total Government-wide deposits and investments $ 10,660,945 NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 62 - (4) Deposits and Investments: (Continued) Interest Rate Risk: Interest rate risk is the risk that changes in interest rates will adversely affect the fair value of investments. In accordance with the provisions of the state statutes governing allowable investments, the City manages its exposure to declines in fair values by limiting the maturity of specific investments to provide sufficient liquidity to pay obligations as they come due. Credit Risk: Credit rate risk is the risk of losses due to the failure of the security issue or backer. This is mitigated by investing in the assets allowed under State Ordinance and by diversifying the portfolio so that potential losses on individual securities will be minimized. Custodial Credit Risk: For an investment, this is the risk that, in the event of the failure of the counterparty, the City 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 investments in the Florida Local Government Surplus Funds Trust Fund Investment Pool (LGIP), a Securities and Exchange Commission rule 2a7-like external investment pool, are similar to money market funds in which shares are owned in the fund rather than the underlying investments. The LGIP is administered by the State Board of Administration (SBA) pursuant to section 218.405 of the Florida Statutes. Currently, Fund B participants are prohibited from withdrawing any amount from the Fund. Fund B is accounted for as a fluctuating Net Asset Value (NAV) pool. The fair value factor at September 30, 2013 was 1.13262284. The City also has investments in the State of Florida Division of Treasury’s Special Purpose Investment Account (SPIA), of which the City owns a share of the Pool, not the underlying securities. At September 30, 2013, the fair value factor for the SPIA was 0.9975. Additional valuation information is available in the State of Florida’s Comprehensive Annual Financial Report, which can be obtained through their website, www.myfloridacfo.com. Concentrations of Credit Risk: The City’s policy does not limit the amount that can be invested in any one issuer. As of September 30, 2013, all investments of the City are held in the pooled investment accounts administered by the State of Florida. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 63 - (5) Receivables: The City's receivables at September 30, 2013, consist of the following: Receivables Collected, not yet Remitted to City by Servicer Unbilled Receivables Allowance for Doubtful Accounts Receivables, net Governmental Activities: General Fund $ 153,590 $ 83,429 $ 101,707 $ - $ 338,726 Nonmajor Governmental Funds - - - - - Total Governmental Activities 153,590 83,429 101,707 - 338,726 Business-Type Activities: Wastewater 122,479 217,000 249,729 (7,169) 582,039 Stormwater 22,917 34,858 42,463 (1,060) 99,178 Total Business-Type Activities 145,396 251,858 292,192 (8,229)681,217 Totals $ 298,986 $ 335,287 $ 393,899 $ (8,229)$ 1,019,943 (6) Interfund Transfers: The composition of interfund transfers for the year ended September 30, 2013 is as follows: General Fund Nonmajor Governmental Funds $ 3,120 Wastewater Fund 125,000 Total transfers in $ 128,120 Capital Project Fund $ (225,000) Total transfers out $ (225,000) NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 64 - (7) Capital Assets: Capital asset activity for the fiscal year ended September 30, 2013 was as follows: Beginning Balance Increases Decreases Ending Balance Governmental activities: Capital assets, not being depreciated: Land $ 7,256,030 $ - $ - $ 7,256,030Construction in progress 163,556 162,908 - 326,464 Total capital assets, not being depreciated 7,419,586 162,908 - 7,582,494 Capital assets, being depreciated: Buildings and improvements 2,457,987 - (113,564) 2,344,423 Machinery and equipment 3,663,051 150,301 (816,150) 2,997,202 Infrastructure 6,650,878 73,759 - 6,724,637 Total capital assets, being depreciated 12,771,916 224,060 (929,714) 12,066,262 Accumulated depreciation for: Buildings and improvements (851,107) (90,064) 78,704 (862,467) Machinery and equipment (2,051,348) (153,815) 671,001 (1,534,162) Infrastructure (1,135,634) (273,751) - (1,409,385) Total accumulated depreciation (4,038,089)(517,630)749,705 (3,806,014) Total capital assets being depreciated, net of accumulated depreciation 8,733,827 (293,570)(180,009) 8,260,248 Governmental activities capital assets, net $ 16,153,413 $ (130,662)$ (180,009) $ 15,842,742 Business-type activities: Capital assets, not being depreciated: Land $ 351,084 $ - $ - $ 351,084 Construction in progress - 137,474 - 137,474 Total capital assets, not being depreciated 351,084 137,474 - 488,558 Capital assets, being depreciated: Buildings and improvements 4,143,124 - - 4,143,124 Improvements other than buildings 21,866,959 583,292 - 22,450,251 Machinery and equipment 1,422,279 188,647 (108,413) 1,502,513 Total capital assets, being depreciated 27,432,362 771,939 (108,413) 28,095,888 Accumulated depreciation for − Buildings and improvements (1,760,704) (107,323) - (1,868,027) Improvements other than buildings (10,375,583) (745,157) - (11,120,740) Machinery and equipment (603,871) (86,750) 101,436 (589,185) Total accumulated depreciation (12,740,158)(939,230)101,436 (13,577,952) Total capital assets being depreciated, net of accumulated depreciation 14,692,204 (167,291)(6,977) 14,517,936 Business-type activities capital assets, net $ 15,043,288 $ (29,817)$ (6,977) $ 15,006,494 NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 65 - (7) Capital Assets: (Continued) Depreciation expense was charged to functions/programs as follows: Governmental activities: General government $ 22,461 Public safety 119,886 Transportation 310,317 Culture and recreation 64,966 Total depreciation expense-governmental activities $ 517,630 Business-type activities: Wastewater $ 844,060 Stormwater 95,170 Total depreciation expense-business-type activities $ 939,230 (8) Long-term Debt: Governmental Activities⎯The City had no outstanding long-term indebtedness in its governmental activities. Business-Type Activities⎯During 1995 and 1996, the City entered into two revolving loan agreements with the State of Florida Department of Environmental Protection, for a total of $9,741,685, to provide financing of sewer capital improvements. During 2013, the City entered into a separate revolving loan agreement with the same department, for a total of $335,847 that includes current year proceeds of $333,386 and capitalized interest of $2,461. The debt is secured by utility revenues. The City's loans outstanding at September 30, 2013 are summarized as follows: 2.92-3.17% State Revolving Fund promissory note payable; with semiannual loan payments of $251,694 beginning January 11, 1996 through 2016; secured by the sewer utility revenue of the City $ 1,202,404 2.97% State Revolving Fund promissory note payable; with semiannual loan payments of $72,998 beginning October 15, 1996 through 2017; secured by the sewer utility revenue of the City 481,936 1.69% State Revolving Fund promissory note payable; with semiannual loan payments of $16,971 beginning March 15, 2016 through 2036; secured by the net sewer and stormwater utility revenue of the City per Section 4 of Ordinance 01- 2013 335,847 Total debt obligation in form of notes 2,020,187 Less: current maturities 602,635 Total business-type activities long-term debt $ 1,417,552 NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 66 - (8) Long-term Debt: (Continued) A summary of the changes in the City's total long-term debt for the year ended September 30, 2013, is as follows: Beginning Balance Increases Decreases Ending Balance Due Within One Year Governmental Activities Compensated absences payable $ 137,559 $ 140,369 $ (123,275) $ 154,653 $ 123,722 Net OPEB obligation 14,076 5,062 - 19,138 - Total Governmental Activities $ 151,635 $ 145,431 $ (123,275)$ 173,791 $ 123,722 Business-Type Activities State revolving loans $ 2,268,987 $ 335,847 $ (584,647) $ 2,020,187 $ 602,635 Compensated absences payable 58,847 75,520 (62,745) 71,622 57,297 Net OPEB obligation 10,924 2,986 - 13,910 - Total Business-Type Activities $ 2,338,758 $ 414,353 $ (647,392)$ 2,105,719 $ 659,932 Aggregate long-term debt service requirements in each of the next five years and to maturity is as follows: Fiscal Year Ending State Revolving Loans September 30,Principal Interest 2014 $ 602,635 $ 46,748 2015 621,177 28,206 2016 405,559 26,072 2017 100,603 6,337 2018 29,160 4,782 Thereafter 261,053 19,793 Totals $ 2,020,187 $ 131,938 Compensated absences and the net OPEB obligation are typically paid from the General Fund, Wastewater Fund, and the Stormwater Fund. With respect to governmental activities, compensated absences and the net OPEB obligation are primarily liquidated from the General Fund. The liability for compensated absences and the net OPEB obligation in the business-type activities is liquidated in the fund in which the liability was incurred. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 67 - (9) Employees' Retirement Plan: The City contributes to a defined contribution plan which is administered by the Florida League of Cities, P. O. Box 1757, Tallahassee, FL 32302, and features participant-directed investments. The City established the plan for all regular full time and regular part time employees with one year of employment and 1,000 hours of service each year. All qualifying employees at least 18 years of age participate in the plan on the date of employment. Retirement benefits are available after 5 years of service. Employer contributions to the plan are 7% of the employee gross wages. Forfeitures are used to reduce the City’s current period contribution requirement. Additionally, the City allows for a matching contribution of up to 3% of employee’s basic compensation. Employer contributions to the defined contribution plan for the year ended September 30, 2013 was $156,687. The matching contribution of 3% of covered payroll was $42,364 for the fiscal year ended September 30, 2013. (10) Other Post-Employment Benefits (OPEB): Plan Description⎯Effective October 1, 2009, the City implemented GASB Statement No. 45, Accounting and Reporting for Post-Employment Benefits Other Than Pensions (OPEB), for certain post- employment healthcare benefits provided by the City. The requirements of this statement were implemented prospectively, with the actuarially determined liability of $56,000 at October 1, 2009, the date of transition, amortized over 10 years. Accordingly, for financial reporting purposes, no liability is reported for the post-employment healthcare benefit liability at the date of transition. The OPEB Plan is a single-employer benefit plan administered by the City. Retirees are charged what the insurance company charges for the type of coverages elected, however, the premiums charged by the insurance company are based on a blending of the experience among younger active employees and older retired employees. The older retirees actually have a higher cost which means the City is subsidizing the cost of the retiree coverage because it pays all or a significant portion of the premium on behalf of the active employee. GASB No. 45 calls this the “implicit rate subsidy.” Retirees and their dependents are permitted to remain covered under the City’s respective health care plans as long as they pay a full premium applicable to the coverages elected. This conforms to the minimum required of Florida governmental employers per Chapter 112.08 of Florida Statutes. The OPEB Plan does not issue a stand-alone report. At July 1, 2013, the date of the latest actuarial valuation, plan participation consisted of: Active Employees 48 Inactive Employees 0 48 NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 68 - (10) Other Post-Employment Benefits (OPEB): (Continued) Funding Policy⎯For the OPEB Plan, contribution requirements of the City are established and may be amended through action from the City Council. Currently, the City’s OPEB Benefits are unfunded. The required contributions are based on pay-as-you-go financing requirements. There is no separate Trust fund or equivalent into which the City would make contributions to advance-fund the obligation. Therefore, ultimate subsidies which are provided over time are financed directly by general assets of the City, which are invested in very short-term fixed income instruments according to its current investment policy. The interest rate used to calculate the present value and costs of OPEB must be the long-range expected return on such short-term fixed income instruments. The City selected an interest discount of 4.00% for this purpose. Annual OPEB Cost and Net OPEB Obligation⎯The City’s annual other post-employment benefit (OPEB) cost (expense) is calculated based on the annual required contribution (ARC), an amount actuarially determined in accordance with the parameters of GASB No. 45. The ARC represents a level of funding that, if paid on an ongoing basis, is projected to cover normal cost each year and amortize any unfunded actuarial accrued liabilities over a period not to exceed thirty years. The unfunded actuarial accrued liability represents an actuarial measurement of the obligation that has accrued so far based on the promise that has been made to current retirees and to current employees. Since the City’s OPEB is currently unfunded, the offset to that expense comes from actual subsidies paid on behalf of the current retirees and their dependents for the current year. This offset is called the Employer Contribution and equals the total age-adjusted costs paid by the City for coverage for the retirees and their dependents for the year (net of the retiree’s own payments for the year). The components of the annual OPEB cost for the current year, the total contributions and the changes in the net obligation are as follows: 2013 Fiscal Year Valuation as of 7/1/2013 Normal Cost (service cost for one year) $ 8,000 Amortization of Unfunded Actuarial Accrued Liability (UAAL) 5,000 Interest on Normal Cost and Amortization - Annual Required Contribution (ARC) 13,000 Interest on Net OPEB Obligation 1,000 Adjustment to ARC (3,000) Annual OPEB Cost (Expense) 11,000 Less: Employer Contributions Made (3,000) Increase in Net OPEB Obligation 8,000 Net OPEB Obligation at beginning of year 25,000 Net OPEB Obligation at end of year $ 33,000 NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 69 - (10) Other Post-Employment Benefits (OPEB): (Continued) The City’s annual OPEB cost (expense) was $11,000 for the year ended September 30, 2013. The City’s annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB obligation for 2013 with no applicable preceding years were as follows: Year Ended September 30, Annual OPEB Cost City Contributions Percentage of Annual OPEB Cost Contributed Net OPEB Obligation 2013 $ 11,000 $ 3,000 27% $ 33,000 2012 $ 11,000 $ 4,000 36% $ 25,000 2011 $ 10,000 $ 4,000 40% $ 18,000 2010 $ 15,000 $ 3,000 20% $ 12,000 In the Statement of Net Position, the City reports a Net OPEB Obligation of $19,138 in governmental activities and $13,910 in business-type activities. Funding Status and Funding Progress⎯The funding status of the plan as of July 1, 2013, the most recent actuarial valuation date, was as follows: 2013 Fiscal Year Valuation as of 7/1/2013 Actuarial Accrued Liability (AAL) $ 45,000 Actuarial Value of Plan Assets N/A Unfunded Actuarial Accrued Liability (UAAL) 45,000 Funded Ratio (Actuarial Value of Plan Assets/AAL) N/A Covered Payroll (Active Plan Members) $ 2,029,000 UAAL as a Percentage of Covered Payroll 2.2% Actuarial valuations of an ongoing plan involve estimates of the value of reported amounts and assumptions about the probability of occurrence of events far into the future. Examples include assumptions about future employment, termination, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the plan and annual required contributions of the City are subject to continual revision and actual results are compared with past expectations and new estimates are made about the future. The schedule of funding progress, presented as required supplementary information following the notes to the financial statements, presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liability for benefits. Actuarial Methods and Assumptions⎯Projections of benefits for financial reporting purposes are based on the substantive plan (the plan as understood by the City and plan members) and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the City and plan members to that point. The projections do not explicitly incorporate the potential effects of legal or contractual funding limitations. The actuarial methods and assumptions used include techniques that are designed to reduce short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 70 - (10) Other Post-Employment Benefits (OPEB): (Continued) The projected unit cost method is used to determine the Plan’s liabilities and costs. For each participant, benefits earned to date are calculated using projected benefits based on accrual to the date of expected retirement and the participant’s benefit service, when eligible. Costs are attributed from the date of hire to the date first eligible for full benefits. The individual’s service cost is the actuarial present value of the benefit earned at the end of the plan year less the actuarial present value of benefits earned at the beginning of the plan year. The individual’s actuarial accrued liability is the actuarial present value of benefits earned as of the beginning of the plan year. The following is a summary of the significant actuarial methods and assumptions: Actuarial Valuation: Frequency Bi-Annual Latest Date 7/1/2013 Cost Method Projected Unit Credit UAAL Amortization: Method Level Dollar Payment Open/Closed Open Remaining Amortization Period 10 Years Asset Valuation N/A Actuarial Assumptions: Investment Earnings 4.00% Salary Increases 2.50% Inflation Rate 2.75% Healthcare Inflation Rate 10.00% Initial 5.00% Ultimate (11) Legal Matters: The City is engaged in routine litigation incidental to the conduct of its business and municipal affairs. In the opinion of its Counsel, no other legal proceedings are pending against them, not covered by insurance, which would inhibit the City's ability to perform its operations or materially affect its financial condition. (12) Commitments and Contingencies: Amounts received or receivable from grantor agencies are subject to audit and adjustment by grantor agencies, principally the federal and state governments. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable fund(s). The amount, if any, of expenditures from current or prior years which may be disallowed by the grantor cannot be determined at this time although the City expects such amounts, if any, to be immaterial. In October, 2013, the City entered into a construction agreement for a new fire station with a total contract price of $1,993,402. NOTES TO FINANCIAL STATEMENTS CITY OF CAPE CANAVERAL, FLORIDA SEPTEMBER 30, 2013 - 71 - (13) Encumbrances: Encumbrances are reported in the fund balance classification which is going to fund the costs. At September 30, 2013, the general fund has $43,517 in outstanding encumbrances. No other funds had any encumbrances outstanding at September 30, 2013 (14) Risk Management: The City of Cape Canaveral is exposed to various risks of loss related to torts; theft of, damage to, and destruction of assets; errors and omissions; injuries to employees; and natural disasters, all of which are, in the opinion of management, satisfactorily insured by general liability insurance. Commercial insurance policies are also obtained for all other risks of loss, including workers’ compensation and employee health and accident insurance. Settled claims resulting from these risks have not exceeded commercial insurance coverage in any of the past three years. - 72 - THIS PAGE INTENTIONALLY LEFT BLANK. - 73 - Required Supplementary Information Actuarial Accrued Liability Actuarial (AAL) Unfunded UAAL as a Actuarial Value of Frozen AAL Funded Covered Percentage of Valuation Assets Entry Age (UAAL) Ratio Payroll Covered Payroll Date (a) (b) (b-a) (a / b) (c) ((b-a) / c) 7/1/2013 -$ 45,000$ 45,000$ 0.00% 2,029,000$ 2.2% 11/1/2011 -$ 46,000$ 46,000$ 0.00% 2,031,000$ 2.3% 10/1/2008 -$ 56,000$ 56,000$ 0.00% 2,087,000$ 2.7% Year Ended Annual Required Actual Percentage Contribution as aSeptember 30, Contributions Contributions Contributed Percentage of Payroll 2013 13,000$ 3,000$ 23.08% 0.14% 2012 12,000$ 2,000$ 16.67% 0.10% 2011 11,000$ 1,000$ 9.09% 0.05% (1) For information regarding contribution percentage rates, assumptions, amortization method, etc. see Note 10 (2) This data is reported for the three most recent actual valuations, as only three such valuations have been performed. Schedule of Employer Contributions CITY OF CAPE CANAVERAL, FLORIDA SCHEDULE OF FUNDING PROGRESS OTHER POST-EMPLOYMENT BENEFITS SEPTEMBER 30, 2013 AND SCHEDULE OF EMPLOYER CONTRIBUTIONS Schedule of Funding Progress - 74 - - 75 - Combining and Individual Fund Statements and Schedules - 76 - THIS PAGE INTENTIONALLY LEFT BLANK. - 77 - Special Revenue Funds Special Revenue Funds are used to account for specific taxes or other earmarked revenue sources that are legally restricted to expenditure for particular purposes. Police Education This fund accounts for training costs for police. Revenues are provided from fines and forfeitures. Fire Protection This fund accounts for fire protection costs. Revenues are provided from fines and forfeitures. School Crossing Guard This fund accounts for the cost of a school crossing guard. Revenues are provided from fines and forfeitures. Library This fund accounts for revenues levied within the property tax millage for maintenance of the public library. Special Law Enforcement Trust This fund accounts for the receipt and disbursement of confiscated contraband property proceeds from certain criminal cases pursuant to Florida Statutes. Capital Projects Fund The City created a capital projects fund to account for the costs of expansion projects and to segregate the associated funding for the projects. Police Fire School Education Protection Crossing Guard Library Assets Equity in pooled cash and investments 16,170$ 22,120$ 3,038$ 137,759$ Receivables, net - - - - Due from other governments 54 - 60 2 Inventories and prepaid items - - - - Total Assets 16,224$ 22,120$ 3,098$ 137,761$ Liabilities and Fund Balances Accounts payable and accrued liabilities -$ -$ -$ 210$ Total liabilities - - - 210 Fund balances: Restricted for: Public safety 16,224 22,120 3,098 Culture/recreation - - - 137,551 Capital expansion - - - - Total fund balances 16,224 22,120 3,098 137,551 Total Liabilities and Fund Balances 16,224$ 22,120$ 3,098$ 137,761$ Special Revenue Funds CITY OF CAPE CANAVERAL, FLORIDA COMBINING BALANCE SHEET NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2013 - 78 - Capital Projects Special Law Capital Enforcement Trust Expansion Total 9,662$ 731,645$ 920,394$ - - - - - 116 - - - 9,662$ 731,645$ 920,510$ -$ 7,290$ 7,500$ - 7,290 7,500 9,662 - 51,104 - - 137,551 - 724,355 724,355 9,662 724,355 913,010 9,662$ 731,645$ 920,510$ - 79 - Police Fire School Education Protection Crossing Guard Library Revenues Property Taxes -$ -$ -$ 58,519$ Licenses and permits - - - - Fines and forfeitures 1,037 - 2,051 - Investment earnings 156 365 48 1,366 Miscellaneous - - - - Total revenues 1,193 365 2,099 59,885 Expenditures Current: Public safety - - - - Culture/recreation - - - 29,587 Capital outlay - - - - Total expenditures - - - 29,587 Excess (deficiency) of revenues over expenditures 1,193 365 2,099 30,298 Other financing sources (uses) Transfers in - - - - Transfers out - - (3,120) - Total other financing sources (uses) - - (3,120) - Net change in fund balances 1,193 365 (1,021) 30,298 Fund balances, beginning of year 15,031 21,755 4,119 107,253 Fund balances, end of year 16,224$ 22,120$ 3,098$ 137,551$ NONMAJOR GOVERNMENTAL FUNDS FOR THE YEAR ENDED SEPTEMBER 30, 2013 Special Revenue Funds CITY OF CAPE CANAVERAL, FLORIDA COMBINING STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - 80 - Capital Projects Special Law Capital Enforcement Trust Expansion Total -$ -$ 58,519$ - 11,134 11,134 - - 3,088 313 12,864 15,112 - - - 313 23,998 87,853 3,179 - 3,179 - - 29,587 - 142,342 142,342 3,179 142,342 175,108 (2,866) (118,344) (87,255) - 225,000 225,000 - - (3,120) - 225,000 221,880 (2,866) 106,656 134,625 12,528 617,699 778,385 9,662$ 724,355$ 913,010$ - 81 - Original Final Actual Original Final Actual Revenues Property Taxes -$ -$ -$ -$ -$ -$ -$ -$ Licenses and permits - - - - 15,741 - - - Fines and forfeitures 1,440 1,037 1,037 - - - - - Investment earnings 240 156 156 - 468 365 365 - Total revenues 1,680 1,193 1,193 - 16,209 365 365 - Expenditures Current: Public safety 4,680 1,193 - 1,193 16,209 365 - 365 Culture/recreation - - - - - - - - Capital outlay - - - - - - - - Total expenditures 4,680 1,193 - 1,193 16,209 365 - 365 Excess (deficiency) of revenuesover (under) expenditures (3,000) - 1,193 1,193 - - 365 365 Other financing sources (uses) Transfers in - - - - - - - - Transfers out - - - - - - - - Total other financing sources (uses) - - - - - - - - Net change in fund balances (3,000) - 1,193 1,193 - - 365 365 Fund balances, beginning of year 15,031 15,031 15,031 - 21,755 21,755 21,755 - Fund balances, end of year 12,031$ 15,031$ 16,224$ 1,193$ 21,755$ 21,755$ 22,120$ 365$ Variance Positive (Negative) Variance Positive (Negative) Budgeted Amounts Police Education Budgeted Amounts Fire Protection Fire Protection Special Revenue Funds CITY OF CAPE CANAVERAL, FLORIDASCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET TO ACTUAL NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2013 - 82 - Original Final Actual Original Final Actual -$ -$ -$ -$ 57,837$ 58,520$ 58,519$ (1)$ - - - - - - - - 3,060 2,051 2,051 - - - - - 60 48 48 - 1,980 1,366 1,366 - 3,120 2,099 2,099 - 59,817 59,886 59,885 (1) - - - - - - - - - - - - 59,817 59,886 29,587 30,299 - - - - - - - - - - - - 59,817 59,886 29,587 30,299 3,120 2,099 2,099 - - - 30,298 30,298 - - - - - - - - (3,120) (3,120) (3,120) - - - - - (3,120) (3,120) (3,120) - - - - - - (1,021) (1,021) - - - 30,298 30,298 4,119 4,119 4,119 - 107,253 107,253 107,253 - 4,119$ 3,098$ 3,098$ -$ 107,253$ 107,253$ 137,551$ 30,298$ Budgeted Amounts Variance Positive (Negative) Budgeted Amounts Variance Positive (Negative) LibrarySchool Crossing Guard Special Revenue Funds - 83 - Original Final Actual Revenues Property Taxes -$ -$ -$ -$ Licenses and permits - - - - Fines and forfeitures - - - - Investment earnings 260 313 313 - Total revenues 260 313 313 - Expenditures Current: Public safety 3,439 3,493 3,179 314 Culture/recreation - - - - Capital outlay - - - - Total expenditures 3,439 3,493 3,179 314 Excess (deficiency) of revenues over expenditures (3,179) (3,180) (2,866) 314 Other financing sources (uses) Transfers in - - - - Transfers out - - - - Total other financing sources (uses) - - - - Net change in fund balances (3,179) (3,180) (2,866) 314 Fund balances, beginning of year, 12,528 12,528 12,528 - Fund balances, end of year 9,349$ 9,348$ 9,662$ 314$ CITY OF CAPE CANAVERAL, FLORIDA SCHEDULE OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCES - BUDGET TO ACTUAL (Continued) NONMAJOR GOVERNMENTAL FUNDS SEPTEMBER 30, 2013 Budgeted Amounts Variance Positive (Negative) Special Law Enforcement Trust Special Revenue Funds (Continued) - 84 - Original Final Actual -$ -$ -$ -$ 73,724 11,134 11,134 - - - - - 13,082 12,866 12,864 (2) 86,806 24,000 23,998 (2) - - - - - - - - 2,836,806 166,340 142,342 23,998 2,836,806 166,340 142,342 23,998 (2,750,000) (142,340) (118,344) 23,996 - - 225,000 225,000 - - - - - - 225,000 225,000 (2,750,000) (142,340) 106,656 248,996 617,699 617,699 617,699 - (2,132,301)$ 475,359$ 724,355$ 248,996$ Capital Expansion Capital Project Fund Budgeted Amounts Variance Positive (Negative) - 85 - - 86 - THIS PAGE INTENTIONALLY LEFT BLANK. - 87 - Statistical Section - 88 - THIS PAGE INTENTIONALLY LEFT BLANK. - 89 - Statistical Section This part of the City of Cape Canaveral, Florida’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 health. Contents Page Financial Trends 91 These schedules contain trend information to help the reader understand how the City’s financial performance and well-being have changed over time. Revenue Capacity 98 These schedules contain information to help the reader assess the factors affecting the City’s ability to generate its property and sales taxes. Debt Capacity 103 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. Demographic and Economic Information 106 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place. Operating Information 108 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. Sources: Unless otherwise noted, the information in these schedules is derived from the comprehensive annual financial reports for the relevant year. The City implemented Statement 34 in 2002; schedules presenting government-wide information include information beginning in that year. - 90 - THIS PAGE INTENTIONALLY LEFT BLANK. City of Cape Canaveral, Florida Table 1 Net Assets by Component Last Nine Fiscal Years (accrual basis of accounting) 2013 2012 2011 2010 2009 2008 2007 2006 2005 Governmental activities: Invested in capital assets, net of related debt 15,842,742$ 16,153,413$ 16,192,759$ 14,305,431$ 13,761,994$ 13,974,197$ 13,666,914$ 9,787,271$ 9,587,117$ Restricted 937,204 1,001,741 1,243,408 3,902,039 1,658,390 1,484,290 1,311,278 1,207,600 892,248 Unrestricted 6,060,996 5,800,091 5,802,065 3,841,426 6,201,532 5,448,970 4,988,488 6,286,692 5,288,088 Total governmental activities net assets 22,840,942 22,955,245 23,238,232 22,048,896 21,621,916 20,907,457 19,966,680 17,281,563 15,767,453 Business-type activities: Invested in capital assets, net of related debt 12,986,307 12,774,301 11,792,700 11,835,287 11,907,091 11,794,443 10,960,351 9,973,299 9,839,270 Restricted 396,648 428,741 453,489 485,322 500,875 1,111,214 1,561,737 1,746,186 844,152 Unrestricted 3,237,865 2,951,894 3,335,775 2,806,180 2,656,369 1,743,418 2,304,895 2,815,412 2,564,618 Total business-type activities net assets 16,620,820 16,154,936 15,581,964 15,126,789 15,064,335 14,649,075 14,826,983 14,534,897 13,248,040 Primary government: Invested in capital assets, net of related debt 28,829,049 28,927,714 27,985,459 26,140,718 25,669,085 25,768,640 24,627,265 19,760,570 19,426,387 Restricted 1,333,852 1,430,482 1,696,897 4,387,361 2,159,265 2,595,504 2,873,015 2,953,786 1,736,400 Unrestricted 9,298,861 8,751,985 9,137,840 6,647,606 8,857,901 7,192,388 7,293,383 9,102,104 7,852,706 Total primary government net assets 39,461,762$ 39,110,181$ 38,820,196$ 37,175,685$ 36,686,251$ 35,556,532$ 34,793,663$ 31,816,460$ 29,015,493$ Fiscal Year Fiscal Year Note: The city began reportng financial information on the accrual basis of accounting when it implemented GASB Statement No. 34 in fiscal year 2004. - 91 - City of Cape Canaveral, FloridaChanges in Net AssetsLast Nine Fiscal Years(accrual basis of accounting)201320122011 2010 2009 2008 2007 2006 2005Expenses:Governmental activitiesGeneral government1,176,016$ 1,113,604$ 691,932$ 674,753$ 734,535$ 667,052$ 932,270$ 900,206$ 830,987$ Public safety4,786,742 4,669,217 4,616,255 4,672,287 4,847,105 4,760,309 4,365,901 4,278,518 3,425,847 Transportation989,959 1,068,023 1,039,001 1,027,016 1,051,014 1,040,708 1,091,223 381,879 996,331 Physical environment969,778 879,353 856,790 900,255 884,689 873,470 865,088 854,557 801,233 Culture/recreation568,356 585,452 467,498 388,430 434,924 405,769 456,429 384,994 340,688 Unallocated depreciation- - - - - - - 11,470 11,741 Interest on long-term debt- - - - - 1,760 3,425 5,018 6,536 Total governmental activities expenses 8,490,851 8,315,649 7,671,476 7,662,741 7,952,267 7,749,068 7,714,336 6,816,642 6,413,363 Business-type activities:Wastewater utility2,946,743 3,015,636 2,934,729 2,911,651 3,013,820 3,130,038 2,988,110 2,765,233 2,648,827 Stormwater utility427,634 336,503 279,213 231,376 200,710 179,995 149,494 139,646 77,341 Total business-type activities expenses 3,374,377 3,352,139 3,213,942 3,143,027 3,214,530 3,310,033 3,137,604 2,904,879 2,726,168 Total primary-government expenses 11,865,228$ 11,667,788$ 10,885,418 10,805,768 11,166,797 11,059,101 10,851,940 9,721,521 9,139,531 Program revenueGovernmental activities:Charges for Services:General government17,376$ 3,757$ 105 931 186 520 2,120 1,289,542 284,787 Public safety528,502 368,253 324,504 287,521 278,510 264,618 506,131 108,247 643,070 Physical environment978,586 914,873 890,489 880,494 897,117 891,088 917,434 296,663 872,050 Culture/recreation88,413 100,305 75,880 73,725 56,219 45,677 49,039 41,615 109,036 Operating Grants and ContributionsGeneral government- - - - 28,803 - 1,439 - - Public safety- - - 26,359 37,656 38,129 37,631 10,221 21,593 Transportation- - - - - - - - - Culture/recreation986 8,922 8,060 - - - - - - Capital Grants and ContributionsGeneral government2,804 211 - - - - - - - Public safety7,635 376 - - - - - - - Transportation92,420 2,800 490,255 - - - - - - Culture/recreation695 463 - - 6,500 106,000 25,300 - 87,200 Total governmental activities program revenues 1,717,417 1,399,960 1,789,293 1,269,030 1,304,991 1,346,032 1,539,094 1,746,288 2,017,736 Business-type activities:Charges for services:Wastewater utility3,363,595 3,601,830 3,376,100 3,191,340 3,028,493 2,782,834 2,938,088 3,727,507 3,151,095 Stormwater utility577,141 400,035 344,596 345,961 347,171 349,243 348,145 358,764 319,095 Operating grants and contributionsSewer utility- - - - 6,032 - - - - Stormwater utility- - - - - - - - 246,772 Capital grants and contributionsSewer utility- - - - 24,662 33,184 - 75,000 - Stormwater utility- - - 200 267,189 - 79,972 7,575 - Total business-type activities program revenues 3,940,736 4,001,865 3,720,696 3,537,501 3,673,547 3,165,261 3,366,205 4,168,846 3,716,962 Total primary government program revenues 5,658,153$ 5,401,825$ 5,509,989 4,806,531 4,978,538 4,511,293 4,905,299 5,915,134 5,734,698 Table 2Fiscal Year Fiscal Year- 92 - (Continued)City of Cape Canaveral, FloridaChanges in Net AssetsLast Eight Fiscal Years(accrual basis of accounting)Fiscal Year Fiscal Year201320122011 2010 2009 2008 2007 2006 2005Net (expense) revenueGovernmental activities(6,773,434)$ (6,915,689)$ (5,882,183)$ (6,393,711)$ (6,647,276)$ (6,403,036)$ (6,175,242)$ (5,070,354)$ (4,395,627)$ Business-type activities566,359 649,726 506,754 394,474 459,017 (144,772) 228,601 1,263,967 990,794 Total primary government net (expense) revenue (6,207,075) (6,265,963) (5,375,429) (5,999,237) (6,188,259) (6,547,808) (5,946,641) (3,806,387) (3,404,833) Governmental activities:Property taxes3,225,873 3,246,835 3,701,683 3,301,598 3,988,772 3,938,006 4,126,664 2,993,064 2,557,357 Local option motor fuel taxes319,888 343,960 270,065 286,961 275,700 250,773 256,561 252,083 224,376 Utility and franchise taxes2,064,043 1,990,307 2,072,864 2,055,467 2,038,270 2,005,460 1,989,636 1,959,958 1,822,758 Unrestricted intergovernmental revenues733,430 696,767 662,774 691,234 698,031 771,490 816,424 862,176 1,127,304 Investment income118,418 177,045 189,713 243,926 202,793 216,606 414,755 324,014 139,048 Gain on disposition of capital assets- - - - - - - - - Contributions and donations- - - 179,694 4,665 885 32,745 - - Miscellaneous revenues72,479 52,788 49,420 25,019 28,504 35,593 88,565 68,169 30,650 Transfers125,000 125,000 125,000 134,471 125,000 125,000 125,000 125,000 100,000 Total governmental activities 6,659,131 6,632,702 7,071,519 6,918,370 7,361,735 7,343,813 7,850,350 6,584,464 6,001,493 Business-type activities:Investment income24,525 47,254 54,761 70,127 40,326 91,864 188,485 144,285 66,841 Unrestricted intergovernmental revenues- - - - 40,917 - - 3,604 5,204 Miscellaneous revenues- 992 18,660 - - - - - - Transfers(125,000) (125,000) (125,000) (134,471) (125,000) (125,000) (125,000) (125,000) (100,000) Total business-type activities (100,475) (76,754) (51,579) (64,344) (43,757) (33,136) 63,485 22,889 (27,955) Total primary government6,558,656 6,555,948 7,019,940 6,854,026 7,317,978 7,310,677 7,913,835 6,607,353 5,973,538 Change in net assets:Government activities(114,303) (282,987) 1,189,336 524,659 714,459 940,777 1,675,108 1,514,110 1,605,866 Business-type activities465,884 572,972 455,175 330,130 415,260 (177,908) 292,086 1,286,856 962,839 Total primary government change in net assets351,581$ 289,985$ 1,644,511$ 854,789$ 1,129,719$ 762,869$ 1,967,194$ 2,800,966$ 2,568,705$ Note: The city began reporting financial information on the accrual basis of accounting when it implemented GASB Statement No. 34 in fiscal year 2004.Table 2General revenues and other changes in net assets- 93 - City of Cape Canaveral, Florida Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) 2013 2012 2011 2010 General fund Reserved -$ -$ -$ 1,319,729$ Unreserved - - - 5,051,617 Nonspendable 12,394 11,192 376,436 Restricted 249,194 227,475 47,645 Committed 2,264,838 - - Assigned 428,837 2,901,197 2,731,899 Unassigned (deficit)3,285,868 3,035,218 2,831,584 Total general fund 6,241,131$ 6,175,082$ 5,987,564$ 6,371,346$ All other governmental funds: Reserved -$ -$ -$ 229,488$ Unreserved, reported in: Special revenue funds - - - 517,503 Capital projects fund - - - 780,229 Nonspendable - - 6,247 Restricted 913,010 774,266 1,189,516 Committed - 4,119 7,762 Assigned - - - Unassigned (deficit)- - - Total all other governmental funds 913,010$ 778,385$ 1,203,525$ 1,527,220$ Note: Implementation of GASB 54 in 2011 has changed fund balance designations. Fiscal Year - 94 - Table 3 2009 2008 2007 2006 2005 2004 49,172$ 365,929$ 351,716$ 383,053$ 284,628$ 24,130$ 6,306,358 5,123,269 4,757,047 6,017,522 5,108,242 4,048,774 6,355,530$ 5,489,198$ 5,108,763$ 6,400,575$ 5,392,870$ 4,072,904$ 21,362$ 19,896$ 12,915$ -$ -$ -$ 855,695 702,131 497,486 421,000 393,540 428,334 781,333 762,263 800,877 786,600 498,708 408,754 1,658,390$ 1,484,290$ 1,311,278$ 1,207,600$ 892,248$ 837,088$ Fiscal Year - 95 - City of Cape Canaveral, Florida Changes in Fund Balances of Governmental Funds Last Ten Fiscal Years (modified accrual basis of accounting) 2013 2012 2011 2010 2009 Revenues: Property Taxes 3,225,873$ 3,246,835$ 3,701,683$ 3,301,598$ 3,988,772$ Local option fuel taxes 319,888 343,960 270,065 286,961 275,700 Utility and franchise taxes 2,005,288 1,926,356 2,001,431 2,055,467 2,038,270 Intergovernmental 968,271 840,488 1,207,232 717,593 876,990 Licenses and permits 240,605 187,851 174,371 184,938 169,165 Charges for services and impact fees 1,177,491 1,052,443 1,004,528 987,925 988,282 Fines and forfeitures 68,477 32,810 43,743 69,808 74,585 Investment earnings 118,418 177,045 189,714 243,926 202,793 Contributions and donations 2,286 11,722 67,578 178,321 4,665 Miscellaneous 107,101 88,152 65,364 26,387 28,504 Total revenues 8,233,698 7,907,662 8,725,709 8,052,924 8,647,726 Expenditures: Current: General government 1,158,745 1,075,806 661,104 662,651 712,862 Public safety 4,536,967 4,443,899 4,457,143 4,494,953 4,579,807 Transportation 650,836 731,492 881,311 869,194 885,181 Physical environment 958,346 886,445 855,189 827,054 872,318 Culture/recreation 505,509 505,436 394,860 381,838 365,351 Capital outlay 386,968 741,895 2,318,682 959,909 319,875 Debt service: Principal - - - - - Interest - - - - - Total expenditures 8,197,371 8,384,973 9,568,289 8,195,599 7,735,394 Excess of revenues over (under) expenditures 36,327 (477,311) (842,580) (142,675) 912,332 Other financing sources (uses): Proceeds from sale of assets 39,347 114,689 10,103 - 3,100 Capital lease - - - - - Transfers In 353,120 125,000 125,000 125,000 125,000 Transfers Out (228,120) - - - - Total other financing sources (uses)164,347 239,689 135,103 125,000 128,100 Net change in fund balances 200,674 (237,622) (707,477) (17,675) 1,040,432 0.00%0.00%0.00%0.00%0.00% Debt Service as a Percentage of Noncapital Expenditures Fiscal Year - 96 - Table 4 2008 2007 2006 2005 2004 3,938,006$ 4,126,664$ 2,992,452$ 2,557,357$ 2,105,344$ 250,773 256,561 252,083 224,376 225,561 2,005,460 1,989,636 1,959,958 1,822,758 1,903,304 809,619 880,794 970,483 1,442,176 1,286,179 186,704 313,322 614,945 601,447 666,421 978,083 1,003,219 998,000 1,072,131 1,081,439 37,116 174,672 24,978 29,286 112,075 216,606 414,755 324,682 139,048 65,570 885 200,065 - - - 35,593 89,510 68,171 39,197 149,265 8,458,845 9,449,198 8,205,752 7,927,776 7,595,158 640,727 895,652 774,186 797,537 583,604 4,554,969 4,164,897 3,532,563 3,237,073 3,111,731 894,060 989,750 848,026 890,973 722,386 870,223 865,088 841,246 787,540 846,848 346,513 400,186 332,185 291,206 246,952 686,504 3,409,357 644,437 610,919 713,294 35,649 33,977 32,384 30,866 29,419 1,753 3,425 5,018 6,536 7,984 8,030,398 10,762,332 7,010,045 6,652,650 6,262,218 428,447 (1,313,134) 1,195,707 1,275,126 1,332,940 - - 2,350 - - - - - - - 125,000 125,000 172,007 130,804 141,365 - - (47,007) (30,804) (41,365) 125,000 125,000 127,350 100,000 100,000 553,447 (1,188,134) 1,323,057 1,375,126 1,432,940 0.51%0.51%0.59%0.62%0.68% Fiscal Year - 97 - City of Cape Canaveral, Florida Table 5 Tax Revenues by Source of Governmental Funds Last Ten Fiscal Years 2013 3,225,874 319,888 2,005,288 5,551,050 2012 3,246,835 343,960 1,926,356 5,517,151 2011 3,701,683 270,065 2,001,431 5,973,179 2010 3,301,598 286,961 2,055,467 5,644,026 2009 3,988,772 275,700 2,038,270 6,302,742 2008 3,938,006 250,773 2,005,460 6,194,239 2007 4,126,664 256,561 1,989,636 6,372,861 2006 2,992,452 252,083 1,959,958 5,204,493 2005 2,557,357 224,376 1,822,758 4,604,491 2004 2,105,344 225,561 1,903,304 4,234,209 Note: This schedule represents General Fund Revenues and Special Revenue Funds Property Taxes Local Option Gas Taxes Utility and Franchise Taxes Fiscal Year Ending September 30 Total Property TaxesLocal Option Gas Taxes Utility and Franchise Taxes Tax Revenues by Source -Governmental Funds FY 2012-2013 - 98 - City of Cape Canaveral, Florida Table 6 Assessed Value and Actual Value of Taxable Property - Unaudited Last Ten Fiscal Years Real Property 2013 953,512,651 $ 29,345,431 $ 970,827,011 $ 129,335,640 $ 819,560,573 $ 4.0739 84.4% 2012 958,287,212 28,849,632 975,052,202 130,946,400 822,683,104 4.0739 84.4% 2011 1,088,815,240 37,635,713 1,124,450,953 138,574,430 944,852,429 4.0739 84.0% 2010 1,297,016,050 44,355,005 1,341,371,055 256,232,810 1,114,328,062 3.0671 83.1% 2009 1,621,339,380 44,924,563 1,666,263,943 316,819,560 1,343,479,136 3.0671 80.6% 2008 1,739,019,845 42,792,900 1,781,812,745 321,863,840 1,459,073,335 2.7816 81.9% 2007 1,773,047,020 39,450,089 1,812,497,109 386,735,730 1,424,882,519 3.0000 78.6% 2006 1,279,256,860 39,350,917 1,318,607,777 284,498,670 1,033,238,067 3.0000 78.4% 2005 934,515,330 34,151,150 968,666,480 185,091,110 782,698,200 3.3740 80.8% 2004 738,660,980 35,444,923 774,105,903 143,277,620 629,960,473 3.4564 81.4% Source: Brevard County Property Appraiser (Form DR-403 AM) Assessed Value as a Percentage of Actual ValueTotal Direct Tax RateTotal Taxable Assessed Value Exemptions Real Property Estimated Actual ValuePersonal Property Fiscal Year Ending Sept. 30 0 200 400 600 800 1,000 1,200 1,400 1,600 1,800 2,000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013MillionsActual vs Assesed Value of Taxable Property Actual Value Assessed Value - 99 - City of Cape Canaveral, Florida Table 7 Property Tax Rates - Direct and Overlapping Governments - Unaudited Last Ten Fiscal Years Brevard Fiscal Year Library Police Fire Beautification Total County 2013 0.0739 2.0000 1.5000 0.5000 4.0739 6.2857 8.0960 18.4556 2012 0.0739 2.0000 1.5000 0.5000 4.0739 6.2857 8.1120 18.4716 2011 0.0739 2.0000 1.5000 0.5000 4.0739 5.6752 7.6530 17.4021 2010 0.0453 1.4166 1.2715 0.3337 3.0671 4.9714 7.6870 15.7255 2009 0.0453 1.4166 1.2715 0.3337 3.0671 5.1265 7.6610 15.8546 2008 0.0453 1.4166 0.9860 0.3337 2.7816 5.0713 7.5310 15.3839 2007 0.0500 1.5620 1.0200 0.3680 3.0000 5.4375 7.6670 16.1045 2006 0.0500 1.5620 1.0200 0.3680 3.0000 5.3405 7.9630 16.3035 2005 0.0500 1.7500 1.2060 0.3680 3.3740 5.9216 8.1940 17.4896 2004 0.0500 1.7500 1.2060 0.4504 3.4564 6.3541 8.4050 18.2155 (1) Millage Rate includes General Fund and Library Fund Data source: Brevard County Tax Collector Brevard School District Total Direct & Overlapping Rates Mills (per $1,000 of assessed valuation) Cape Canaveral (1) 0.0000 1.0000 2.0000 3.0000 4.0000 5.0000 6.0000 7.0000 8.0000 9.0000 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013MillsTax Rates for Cape Canaveral Residents Cape Canaveral Brevard County Brevard Schools - 100 - City of Cape Canaveral, Florida Table 8 Principal Property Taxpayers (Major Taxpayers) - Unaudited Current Year and Ten Years Ago Tax Percent of Total City Taxable Tax Percent of Total City Taxable Taxpayer Product/Service Assessed Rank Value Assessed Rank Value Cape Caribe, Inc.Time Share Development 204,576$ 1 6.13%13,327$ 5 0.61% Cocoa Beach Motel Two, Inc.Hotel 30,554 2 0.92%32,390 1 1.48% Cape Canaveral Joint Venture Manufacturing 19,962 3 0.60%21,594 2 0.99% Palms East of Cape Canaveral, LLC Rental Property 15,481 4 0.46%17,545 3 0.80% Portview Inn & Suites, LLC Hotel 14,666 5 0.44% A1A Acquisition Group Ltd., LLP 13,444 6 0.40% IAP World Services, Inc.Contractor 12,629 7 0.38%10,459 7 0.48% Oceanside Treasure, LLC Rental Property 12,629 8 0.38%13,833 4 0.63% Logan Commercial Office Center 11,101 9 0.33% 8910 Astronaut Blvd. LLC 10,287 10 0.31% Puerto Del Rio LLC.12,274 6 0.56% Coastal Fuels Marketing.9,830 8 0.45% AJT. Ltd.9,194 9 0.42% Howard M. Gould 8,364 10 0.38% Total Taxes Assessed 345,329$ 10.35%148,810$ 6.80% Source: Brevard County Tax Collector Year Endied September 30, 2013 Year Ended September 30, 2004 Cape Caribe, Inc.63% Cocoa Beach Motel Two, Inc.9% Cape Canaveral Joint Venture6% Palms East of Cape Canaveral, LLC5% Portview Inn & Suites, LLC5% A1A Acquisition Group Ltd., LLP4% IAP World Services, Inc.4% Oceanside Treasure, LLC 4% Taxes Assesed to Principal Taxpayers FY 2012 -2013 - 101 - City of Cape Canaveral, Florida Table 9 Property Tax Levies and Collections - Unaudited Last Ten Fiscal Years 2013 3,338,808$ 3,109,406$ 93.13%-$ 3,109,406$ 93% 2012 3,350,872 3,157,481 94.23%116,468 3,273,949 98% 2011 3,848,393 3,712,491 96.47%89,352 3,801,843 99% 2010 3,417,270 3,197,358 93.56%100,626 3,297,984 97% 2009 4,120,587 3,914,799 95.01%53,324 3,968,123 96% 2008 4,060,992 3,918,689 96.50%64,899 3,983,588 98% 2007 4,278,807 4,114,800 96.17%20,806 4,135,606 97% 2006 3,102,035 2,985,472 96.24%32,445 3,017,917 97% 2005 2,642,881 2,523,350 95.48%3,464 2,526,814 96% 2004 2,189,351 2,101,896 96.01%2,688 2,104,584 96% Source: Brevard County Property Appraiser and Tax Collector Collections in Subsequent Years Amount Percentage of Levy Total Collections to Date Fiscal Year Taxes Levied for the Tax Year Amount Collected Percentage of Levy Collections Within The Fiscal Year of the Levy $- $500 $1,000 $1,500 $2,000 $2,500 $3,000 $3,500 $4,000 $4,500 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013ThousandsProperty Tax Levies - 102 - City of Cape Canaveral, Florida Table 10 Ratios of Outstanding Debt by Type - Unaudited Last Ten Fiscal Years Total 2013 -$ -$ 1,417,551$ 1,417,551$ 20,309,628 6.98%142 2012 - - 1,684,340 1,684,340 20,309,628 8.29%170 2011 - - 2,268,987 2,268,987 20,088,653 11.29%218 2010 - - 2,836,184 2,836,184 19,862,655 14.28%270 2009 - - 3,386,452 3,386,452 18,839,369 17.98%323 2008 - - 4,438,210 4,438,210 18,839,369 23.56%417 2007 - 35,649 4,940,666 4,976,315 18,244,516 27.28%473 2006 - 69,626 5,901,044 5,970,670 16,974,780 35.17%567 2005 - 102,010 5,428,128 5,530,138 15,785,327 35.03%551 2004 - 136,173 6,359,848 6,496,021 14,586,155 44.54%662 Source:(a) Florida Research and Economic Database (Current numbers are not available,Figures are not available for FY 2013 these ratios are calculated from this information. (b) See Economic Development Commission Community Data for Cape Canaveral April 2012 Governmental Activities Note: Details regarding the City's outstanding debt are located in the Notes to Financial Statements. General Obligation Bonds Capital Leases State Revolving LoansFiscal Year Total Personal Income (a) Business-Type Activities Percentage of Personal Income Per Capita (b) - 103 - City of Cape Canaveral, Florida Table 11 Ratio of Net General Obligation Bonded Debt to Assessed Value and Net Bonded Debt Per Capita - Unaudited Last Ten Fiscal Years Fiscal Year Population (a)Assessed Value (b) 2013 9,987 819,560,573 - 0.00%0.00 2012 9,926 822,683,104 - 0.00%0.00 2011 10,426 944,852,429 - 0.00%0.00 2010 10,491 1,114,169,772 - 0.00%0.00 2009 10,499 1,342,062,936 - 0.00%0.00 2008 10,635 1,695,471,375 - 0.00%0.00 2007 10,526 1,424,882,520 - 0.00%0.00 2006 10,363 1,248,288,980 - 0.00%0.00 2005 10,034 911,271,870 - 0.00%0.00 2004 9,807 718,260,490 - 0.00%0.00 Source: (a) Bureau of Economic & Business Research, UF (b) Brevard County Property Appraiser (Form BC-403AV) Net Bonded Debt Ratio of Net Bonded Debt to Assessed Value Net Bonded Debt Per Capita - 104 - City of Cape Canaveral, Florida Table 12 Pledged Revenue Coverage - Sewer System - Unaudited Last Ten Fiscal Years (a)(b)(c)(d)(e) 2013 3,363,595$ 649,383$ 5.18 2,040,297$ 2.04 2012 3,602,765 649,383 5.55 2,101,172 2.31 2011 3,376,100 645,264 5.23 2,022,564 2.10 2010 3,191,341 644,579 4.95 2,240,191 1.48 2009 2,988,288 644,730 4.63 2,322,703 1.03 2008 2,778,882 644,853 4.31 2,167,963 0.95 2007 2,937,665 649,383 4.52 2,092,434 1.30 2006 3,727,507 645,127 5.78 1,883,148 2.86 2005 3,151,095 645,254 4.88 1,756,427 2.16 2004 3,263,242 623,379 5.23 1,665,544 2.56 Notes: (a) Total debt coverage revenues and connection fees (b) Total operating expenses net of depreciation (c) Debt Service Coverage based on Operating Revenues (d) Required coverage is 1.25 for Bonds (1.15 and 1.20 for state loans) Operating Coverage Fiscal Year Debt Coverage Revenues Debt Service Requirements Debt Service Coverage Direct Operating Expenses (Excluding Depreciation) 0.00 1.00 2.00 3.00 4.00 5.00 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 Coverage Ratio - 105 - City of Cape Canaveral, Florida Table 13 Demographic Statistics - Unaudited Last Ten Fiscal Years Fiscal Population Median Age Year (a)(a)(a)(a)(a)(b) 2013 9,987 48.3 7.9%35,204$ 43,881$ 368 2012 9,926 48.3 9.9%35,268 46,060 375 2011 10,426 50.0 11.1%30,633 40,468 362 2010 10,491 49.2 11.4%29,920 40,009 367 2009 10,499 48.4 10.0%24,859 46,279 365 2008 10,635 48.4 6.5%35,164 50,261 369 2007 10,526 48.4 4.4%31,800 46,335 324 2006 10,523 43.1 3.4%31,360 45,089 369 2005 10,034 46.2 3.7%30,745 44,205 363 2004 9,807 43.0 4.4%30,142 43,169 388 Source: (a) EDC & Bureau of Labor Statistics - Median age unavailable for 2013. (b) Cape View Elementary Unemployment Rate Per Capita Personal Income Median Household Income School Enrollment 20,000 22,000 24,000 26,000 28,000 30,000 32,000 34,000 36,000 38,000 Per Capita Income 8,000 8,500 9,000 9,500 10,000 10,500 11,000 Population - 106 - City of Cape Canaveral, Florida Table 14 Principal Employers - Unaudited Current Year and Ten Years Ago Employer Rank Rank Brevard County School District 8,915 1 3.60%8,000 1 3.56% Health First, Inc.7,800 2 3.15%5,987 3 2.66% Harris Corporation 6,065 3 2.45%5,600 4 2.49% Brevard County Government 2,360 4 0.95%3,960 5 1.76% USAF 45th Space Wing 2,180 5 0.88%0.00% NASA 2,090 6 0.84%0.00% Wuesthoff Medical Center 1,455 7 0.59%2,400 7 1.07% Rockwell Collins, Inc.1,400 8 0.57%0.00% Northrup Grumman Corporation 1,350 9 0.54%1,800 9 0.80% Eastern Florida State College 1,260 10 0.51%0.00% Total 34,875 14.08%27,747 12.34% Source: Economic Development Commission of Florida's Space Coast Note: Figures are for Brevard County. No City figures are available. 2013 2004 Percentage of Total County Employment Number of Employees Number of Employees Percentage of Total County Employment - 107 - City of Cape Canaveral, Florida Table 15 Full-Time Equivalent City Government Employees by Function/Program - Unaudited Last Ten Fiscal Years 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 Function/program General Government: Executive/Administration 5.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 4.00 Finance 3.50 3.00 3.00 3.00 3.00 3.00 3.00 1.50 1.50 1.50 Building Department 5.00 5.00 5.50 4.50 5.50 5.50 5.50 3.00 3.00 2.00 Recreation 7.00 7.00 5.50 5.50 6.00 6.00 6.00 5.50 4.50 4.50 Infrastructure Maintenance Dept.6.00 6.00 7.00 8.00 8.00 8.00 8.00 9.00 9.00 8.00 Public Safety: Crossing Guards 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 1.50 Code Enforcement 2.00 1.00 1.50 1.50 1.50 1.50 1.50 1.00 1.00 1.00 Public Works: Waste Water Treatment Plant 18.00 18.00 19.50 19.50 19.50 19.50 19.50 21.50 21.50 20.00 Stormwater 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 1.00 0.50 Totals 49.00 46.50 48.50 48.50 50.00 50.00 50.00 48.00 47.00 43.00 Source: City of Cape Canaveral, Florida's CAFRs Method: 1.0 for full-time employees and 0.50 for part-time and seasonal employees Note: Police & Fire Departments are contracted out and Personnel not included in City totals - 108- City of Cape Canaveral, Florida Table 16 Operating Indicators by Function - Unaudited Last Two Fiscal Years 2013 2012 Function General government Building permits issued 1,080 836 Building inspections conducted 1,773 1,342 Police Physical arrests 511 832 Parking violations 142 267 Traffic violations 852 864 Fire Emergency responses 1,676 1,567 Fires extinguished 25 70 Inspections 1,658 1,505 Public works Streets resurfacing (feet)- - Potholes repaired 30 12 Water/Sewer Accounts 2,718 2,705 Water main breaks - - Average monthly useage 32,823 27,395 Wastewater Average daily wastewater treatment 1,096,000 1,096,000 Source: City of Cape Canaveral and City of Cocoa, Florida Note: In accordance with Inter-Municipality Agreement, Water Plant & Services provided to City of Cape Canaveral by City of Cocoa Water Department. Sewer is City of Cape Canaveral revenue; Water is City of Cocoa revenue. - 109 - City of Cape Canaveral, Florida Table 17 Capital Asset Statistics by Function - Unaudited Last Two Fiscal Years 2013 2012 Function Police Stations 1 1 Substations 1 1 Patrol units 22 28 Fire Stations 1 1 Public works Streets (lane miles)16 16 Streetlights 645 622 Recreation and culture Parks 8 8 Parks - acres 26.99 26.99 Playgrounds 4 4 Tennis courts 5 5 Baseball/softball diamonds 2 2 Soccer/football fields 1 1 City centers 1 1 Water Water mains (miles)48 48 Fire hydrants 214 214 Storage capacity (thousands of gallons)None None Wastewater Sanitary sewers (miles)16.6 16.6 Treatment capacity (thousands of gallons)1,800,000 1,800,000 Source: City of Cape Canaveral and City of Cocoa, Florida Note: In accordance with Inter-Municipality Agreement, Water Plant & Services provided to City of Cape Canaveral by City of Cocoa Water Department. Storage Tanks are not located in City of Cape Canaveral . - 110 - City of Cape Canaveral, Florida Table 18 Water/Wastewater Distribution and Consumption - Unaudited Fiscal Year 2013 Water & Wastewater Distribution & Consumption Number of Accounts 2,718 Total Meters Billed 2,718 Residential Meters (3/4")1,703 Non-residential Meters 1,015 Average Monthly Useage (thousands of gallons)32,823 Average Consumption per meter (thousands of gallons)12.08 Average Monthly Wastewater Collection (thousands of dollars)$268,517 Source: City of Cocoa Water/Sewer Distribution Report FY 2012-13& City of Cape Canaveral G L Note: In accordance with Inter-Municipality Agreement, water plant & services provided to City of Cape Canaveral by City of Cocoa Water Department. Sewer is City of Cape Canaveral revenue; water is City of Cocoa revenue. - 111 - City of Cape Canaveral, Florida Table 19 Water and Wastewater Rates - Unaudited Last Ten Fiscal Years Water Wastewater Fiscal Year 2013 14.59$ 3.04$ 16.70$ 4.86$ 2012 13.89 2.89 15.82 4.60 2011 12.54 2.61 14.93 4.34 2010 11.62 2.41 14.08 4.09 2009 11.52 2.31 13.27 3.85 2008 11.52 2.31 12.51 3.63 2007 10.01 2.01 11.45 3.42 2006 10.01 1.82 11.45 3.42 2005 9.61 1.75 11.45 3.42 2004 9.35 1.70 11.45 3.42 Note: Rates are based on 3/4" meter, the standard household meter size. Source: City of Cape Canaveral, Financial Services Department Note: In accordance with Inter-Municipality Agreement, Water Plant & Services provided to City of Cape Canaveral by City of Cocoa Water Department. Sewage is City of Cape Canaveral revenue; Water is City of Cocoa Revenue. Monthly Base Rate Rate per 1,000 Gallons Monthly Base Rate Rate per 1,000 Gallons - 112 - City of Cape Canaveral, Florida Table 20 Construction, Property Value and Bank Deposits - Unaudited Last Ten Fiscal Years (b)(c) Bank Fiscal # of # of Deposits Year Units Value Units Value (in thousands) 2013 0 -$ 4 877,749$ 24,626,876,502$ n/a 2012 0 - 2 401,774 24,922,195,924 n/a 2011 0 - 2 436,946 29,089,009,692 n/a 2010 0 - 1 253,243 33,330,608,859 9,293,940 2009 0 - 7 1,594,097 38,013,415,731 9,112,122 2008 4 3,683,089 11 2,315,049 40,973,507,774 9,069,186 2007 3 5,296,641 25 7,191,839 39,375,931,246 8,423,971 2006 2 70,179 37 7,582,680 31,060,244,010 6,795,498 2005 3 22,435,578 292 56,489,380 25,334,959,340 7,009,385 2004 2 752,698 594 103,460,297 22,087,435,919 5,655,809 Data source: (a)City of Cape Canaveral Building Department (b)Brevard County Tax Collector (c)Florida Bankers Association (figures are for Brevard County) Commercial Construction (a) Residential Construction (a) Brevard County Real and Personal Property Taxable Value 0 10 20 30 40 50 60 70 80 90 100 110 2004 2005 2006 2007 2008 2009 2010 2011 2012 2013Permit Value(In Millions)Commercial and Residential Building Permits Series1 Series2 - 113- City of Cape Canaveral, Florida Table 21 Miscellaneous Statistics - Unaudited September 30, 2013 Date of Incorporation May 16, 1963 Form of Government Council - Manager Area/Square Miles 1.9 sq. miles Miles of Streets: Paved 16 Unpaved .2 miles Street Lights 645 Fire Protection: Number of Stations 1 Number of Firefighters (volunteer)15 Number of Firefighters (paid)33 Police Protection: Number of Stations 1 Number of Police Officers 28.5 Recreation: Parks - acres 26.99 Number of special use facilities 2 Number of neighborhood parks 8 Undeveloped land, dedicated for recreation use (acres)7.88 Wastewater Gravity Sewer mains 16.6 miles Force mains 2.8 miles Storm sewers 9.5 miles Reclaim lines 14 miles Number of reuse accounts 687 Number of accounts (wastewater)2718 Schools: Elementary 1 Building Permits Issued 1080 Number of City Employees (excluding police officers and firefighters)49 - 114 - - 115 - Other Reports - 116 - THIS PAGE INTENTIONALLY LEFT BLANK. - 117 - INDEPENDENT AUDITORS’ REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Honorable Mayor, City Council, and City Manager, City of Cape Canaveral, Florida: We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States, the financial statements of the governmental activities, the business-type activities, each major fund, and the aggregate remaining fund information of City of Cape Canaveral, Florida, (the City) as of and for the year ended September 30, 2013, and the related notes to the financial statements, which collectively comprise the City’s basic financial statements, and have issued our report thereon dated February 18, 2014. Internal Control over Financial Reporting In planning and performing our audit of the financial statements, we considered the City’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of the City’s internal control. Accordingly, we do not express an opinion on the effectiveness of the City’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees in the normal course of performing their assigned functions, to prevent, or detect and correct misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control, such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control over financial reporting was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control over financial reporting that might be material weaknesses or significant deficiencies. Given these limitations, during our audit we did not identify any deficiencies in internal control over financial reporting that we consider to be material weaknesses. However, material weaknesses may exist that have not been identified. We did identify a certain deficiency in internal control, described below, that we consider to be a significant deficiency: - 118 - 2013-001 Approval of Transfers During our testing of the City’s budget and fund transfers, we noted a $225,000 transfer from the general fund to the capital expansion fund was not formally authorized by City Council. (However, expenditure of $225,000 was properly approved.) We recommend the City include all transfers during the fiscal year as amendments to the original budget and that all budget amendments be approved by the City Council, as required by City policies and procedures. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City’s financial statements are free from material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements, noncompliance with which could have a direct and material effect on the determination of financial statement amounts. However, providing an opinion on compliance with those provisions was not an objective of our audit and, accordingly, we do not express such an opinion. The results of our tests disclosed one instance of noncompliance or other matters that is required to be reported under Government Auditing Standards, and which is described below: 2013-002 Noncompliance with Debt Covenant for Escrow Account We noted the City did not have sufficient funds in a required escrow account related to one of the City’s state revolving fund (SRF) loans as of year-end. While sufficient funds were on hand and transferred into the account after the noncompliance was brought to management’s attention, we recommend the City actively monitor compliance with all escrow account requirements and other debt covenants throughout the year. We noted certain matters that we reported to management of the City of Cape Canaveral, Florida, Florida in a separate letter dated February 18, 2014. City of Cape Canaveral, Florida’s Response to Findings The City’s response to the findings identified in our audit is described in an accompanying letter. We did not audit the City’s response and, accordingly, we express no opinion on it. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. Daytona Beach, Florida February 18, 2014 - 119 - INDEPENDENT AUDITORS’ MANAGEMENT LETTER REQUIRED BY CHAPTER 10.550, RULES OF THE STATE OF FLORIDA OFFICE OF THE AUDITOR GENERAL To the Honorable Mayor, City Council, and City Manager, City of Cape Canaveral, Florida We have audited the financial statements of the City of Cape Canaveral, Florida (the City), as of and for the fiscal year ended September 30, 2013, and have issued our report thereon dated February 18, 2014. We conducted our audit in accordance with auditing standards generally accepted in the United States of America; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Chapter 10.550, Rules of the Florida Auditor General. We have issued our Independent Auditors’ Report on Internal Control over Financial Reporting and Compliance and Other Matters Based on an Audit of the Financial Statements Performed in Accordance with Government Auditing Standards. Disclosures in that report, which is dated February 18, 2014, should be considered in conjunction with this management letter. Additionally, our audit was conducted in accordance with the provisions of Chapter 10.550, Rules of the Auditor General, which govern the conduct of local governmental entity audits performed in the State of Florida. This letter includes the following information, which is not included in the aforementioned auditors’ report: Section 10.554(1)(i)1., Rules of the Auditor General, requires that we determine whether or not corrective actions have been taken to address findings and recommendations made in the preceding annual financial audit report. The following summarizes the status of prior year findings and recommendations: 2012-01 Asset Inventory: Corrective action taken. 2012-02 Assignment of Check Numbers to Cash Disbursements: Corrective action taken. Section 10.554(1)(i)2., Rules of the Auditor General, requires our audit to include a review of the provisions of Section 218.415, Florida Statutes, regarding the investment of public funds. In connection with our audit, we determined that the County complied with Section 218.415, Florida Statutes. Section 10.554(1)(i)3., Rules of the Auditor General, requires that we address in the management letter any recommendations to improve financial management. In connection with our audit, we noted no such recommendations. - 120 - Section 10.554(1)(i)4., Rules of the Auditor General, requires that we address noncompliance with provisions of contracts or grant agreements, or abuse, that have occurred, or are likely to have occurred, that have an effect on the financial statements that is less than material but which warrants the attention of those charged with governance. In connection with our audit, we did not have any such findings. Section 10.554 (1)(i)5., Rules of the Auditor General, requires that the name or official title and legal authority for the primary government and each component unit of the reporting entity be disclosed in this management letter, unless disclosed in the notes to the financial statements. The legal authority for the primary government of the reporting entity is disclosed in Note 1 of the basic financial statements. Section 10.554 (1)(i)6.a., Rules of the Auditor General, requires a statement be included as to whether or not the local governmental entity has met one or more of the conditions described in Section 218.503(1), Florida Statutes, and identification of the specific conditions met. In connection with our audit, we determined that the City of Cape Canaveral, Florida, did not meet any of the conditions described in Section 218.503(1), Florida Statutes. Section 10.554(1)(i)6.b., Rules of the Auditor General, requires that we determine whether the annual financial report for the City of Cape Canaveral, Florida, for the fiscal year ended September 30, 2013, filed with the Florida Department of Financial Services pursuant to Section 218.32(1)(a), Florida Statutes, is in agreement with the annual financial audit report for the fiscal year ended September 30, 2013. In connection with our audit, we determined these two reports were in agreement. Pursuant to Sections 10.554(1)(i)6.c. and 10.556(7), Rules of the Auditor General, we applied financial condition assessment procedures. It is management’s responsibility to monitor the City’s financial condition, and our financial condition assessment was based in part on representations made by management and the review of financial information provided by same. Our management letter is intended solely for the information and use of the Legislative Auditing Committee, members of the Florida Senate and the Florida House of Representatives, the Florida Auditor General, Federal and other granting agencies, and applicable management and the Commission, and is not intended to be and should not be used by anyone other than these specified parties. Daytona Beach, Florida February 18, 2014 - 121 - - 122 - THIS PAGE INTENTIONALLY LEFT BLANK.