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HomeMy WebLinkAbout2010 City of Lansing Comprehensive Annual Financial Report CAFR CITY OF LANSING 2010 Comprehensive Annual Financial Report FOR FISCAL YEAR ENDED JUNE 30, 2010 VIRG BERNERO, Mayor Gerald Ambrose, Director of Finance Prepared by: Department of Finance LANSING CITY GOVERNMENT 2010 MAYOR VIRG BERNERO CLERK CHRIS SWOPE DISTRICT COURT JUDGES PATRICK F. CHERRY CHARLES F. FILICE AMY KRAUSE FRANK J. DELUCA LOUISE ALDERSON AT LARGE CITY COUNCIL BY WARDS DERRICK QUINNEY ERIC HEWITT –1st Ward KATHIE DUNBAR TINA HOUGHTON –2nd Ward BRIAN JEFFRIES A’LYNNE ROBINSON –3rd Ward CAROL WOOD JESSICA YORKO –4th Ward OFFICERS City Assessor ............................................................................................................... Maria Irish City Attorney ......................................................................................................... Brigham Smith City Treasurer ........................................................................................................ Antonia Kraus Executive Assistant to the Mayor ........................................................................ Gerald Ambrose Finance, Director of ............................................................................................ Gerald Ambrose Fire Chief ............................................................................................................ William Cochran Human Relations & Community Services, Director of ............................. Joan Jackson Johnson Internal Auditor .......................................................................................................... Arnie Yerxa Parks & Recreation, Director of ..................................................................... Murdock Jemerson Human Resources, Director of ............................................................................. Terri Singleton Planning & Neighborhood Development, Director of .......................................... Robert Johnson Police Chief .................................................................................................... Teresa Szymnaski Public Service, Director of ...................................................................................... Chad Gamble -i- CITY OF LANSING -ii- INTRODUCTORY SECTION -iii- City of Lansing, Michigan Table of Contents Page INTRODUCTORY SECTION Title Page ............................................................................................................................................................... i Table of Contents ........................................................................................................................................... iv-vi Letter of Transmittal .................................................................................................................................... vii-xiii Certificate of Achievement ................................................................................................................................ xiv City Organizational Structure ............................................................................................................................. xv FINANCIAL SECTION Independent Auditors’ Report .......................................................................................................................... 1-2 Management’s Discussion and Analysis ........................................................................................................ 3-15 Basic Financial Statements Government-wide Financial Statements Statement of Net Assets .......................................................................................................................... 20 Statement of Activities ..................................................................................................................... 21-22 Governmental Fund Financial Statements Balance Sheet ......................................................................................................................................... 26 Reconciliation of Fund Balances on the Balance Sheet for Governmental Funds to Net Assets of Governmental Activities on the Statement of Net Assets ............................................. 27 Statement of Revenues, Expenditures and Changes in Fund Balances .................................................. 28 Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities ........................................................ 29 Statement of Revenues, Expenditures and Changes in Fund Balances – Budget and Actual General Fund ................................................................................................................................. 30-31 Proprietary Fund Financial Statements Statement of Net Assets ...................................................................................................................... 34 Statement of Revenues, Expenses and Changes in Fund Net Assets ................................................. 35 Statement of Cash Flows .............................................................................................................. 36-37 Fiduciary Fund Financial Statements Statement of Fiduciary Net Assets ..................................................................................................... 40 Statement of Changes in Fiduciary Net Assets ................................................................................... 41 Component Unit Financial Statements Combining Statement of Net Assets ................................................................................................... 46 Combining Statement of Activities .................................................................................................... 47 Index for Notes to Financial Statements ..................................................................................................... 50 Notes to Financial Statements ............................................................................................................... 51-85 Required Supplementary Information Schedule of Funding Progress and Employer Contributions: Employees’ Retirement System .............................................................................................................. 88 Police and Fire Retirement System ........................................................................................................ 89 Other Postemployment Benefits ............................................................................................................. 90 -iv- City of Lansing, Michigan Table of Contents Page Combining and Individual Fund Statements and Schedules Nonmajor Governmental Funds Combining Balance Sheet ...................................................................................................................... 92 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ............................... 93 Nonmajor Special Revenue Funds Combining Balance Sheet ................................................................................................................ 96-98 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ..................... 100-102 Schedules of Revenues, Expenditures, and Changes in Fund Balances – Budget and Actual ................................................................................................... 104-112 Nonmajor Debt Service Funds Combining Balance Sheet .................................................................................................................... 114 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ............................. 115 Nonmajor Capital Projects Funds Combining Balance Sheet ............................................................................................................ 118-119 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ..................... 120-121 Nonmajor Permanent Funds Combining Balance Sheet .................................................................................................................... 124 Combining Statement of Revenues, Expenditures and Changes in Fund Balances ............................. 125 Nonmajor Enterprise Funds Combining Statement of Net Assets ............................................................................................. 128-129 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets ........................ 130-131 Combining Statement of Cash Flows ........................................................................................... 132-135 Internal Service Funds Combining Statement of Net Assets ..................................................................................................... 138 Combining Statement of Revenues, Expenses and Changes in Fund Net Assets ................................ 139 Combining Statement of Cash Flows ................................................................................................... 140 Agency Funds Combining Statement of Fiduciary Assets and Liabilities .................................................................. 142 Combining Statement of Changes in Fiduciary Assets and Liabilities ................................................ 143 STATISTICAL SECTION ....................................................................................................................145 Financial Trends: Net Assets by Component ................................................................................................................... 147 Changes in Net Assets – Governmental Activities ............................................................................. 148 Fund Balances – Governmental Funds ............................................................................................... 149 Changes in Fund Balances – Governmental Funds ............................................................................ 150 Revenue Capacity: Assessed and Actual Value of Taxable Property ................................................................................ 151 Direct and Overlapping Property Tax Rate......................................................................................... 152 Principal Property Taxpayers ...................................................................................................... 153-154 Property Tax Levies and Collections .................................................................................................. 155 -v- City of Lansing, Michigan Table of Contents (Concluded) Debt Capacity: Ratios of Outstanding Debt by type .................................................................................................... 156 Ratios of General Bonded Debt Outstanding ...................................................................................... 157 Computation of Net Direct and Overlapping Debt ............................................................................. 158 Legal Debt Margin .............................................................................................................................. 159 Pledged Revenue Coverage ................................................................................................................ 160 Demographic and Economic Statistics: Demographic and Economic Statistics ............................................................................................... 161 Principal Employers ............................................................................................................................ 162 Operating Information: Full-Time Equivalent City Government Employees by Function/Program ....................................... 163 Operating Indicators by Function/Program ......................................................................................... 164 Capital Asset Statistics by Function/Program ..................................................................................... 165 -vi- Council President A’Lynne Robinson December 27, 2010 and Council Members 10th Floor City Hall Lansing, Michigan 48933-1694 Dear President Robinson and Council Members: We are pleased to submit the comprehensive annual financial report of the City of Lansing, Michigan for the fiscal year ended June 30, 2010. The City assumes full responsibility for both the accuracy of the data and the completeness and fairness of the presentation, including all disclosures. To the best of our knowledge and belief, the enclosed data are accurate in all material respects and are reported in a manner designed to present fairly the financial position and results of operations government wide and of the various funds of the City.All disclosures necessary to enable the reader to gain an understanding of the City's financial activities have been included. The City’s fiscal year 2009/2010 financial statements have been audited by Rehmann Robson, an independent firm of licensed, certified public accountants. The goal of the independent audit is to provide reasonable assurance that the financial statements for the City of Lansing for the fiscal year-ended June 30, 2010, are free of material misstatement. The independent audit involved examining, on a test basis, evidence supporting the amounts and disclosures contained in the financial statements; assessing the accounting principles used; and evaluating the overall financial statement presentation. The independent audit concluded with the rendering of an unqualified opinion on the statements, meaning the financial statements present, fairly and accurately in all material respects, the financial position of the City in conformity with Generally Accepted Accounting Principles (“GAAP”). The independent auditors report is presented as the first component of the financial section of this report. This letter of transmittal is designed to complement the Management Discussion and Analysis (MD&A) and should be read in conjunction with it. The Management Discussion and Analysis can be found immediately following the Independent Auditor Report. -vii- Profile of the City of Lansing Serving as Michigan’s capital since 1848, the City of Lansing was incorporated in 1859 and operates under provisions of Public Act 279 of 1909, as amended (the “Home Rule City Act”). The City incorporates 34.7 square miles and is located in the lower middle of Michigan’s Lower Peninsula and operates under a strong mayor form of government established by 1978 Charter revision. Lansing is a mature core city with a population of 119,286, according to the revised 2000 census, and offers a full range of services. The City operates police headquarters and two precincts with over 300 sworn police officers; nine fire stations with a fire protection force of over 200; over 300 miles of sanitary sewers, 217 miles of storm sewers, and 200 miles of combined sewers; over 400 miles of roads; 114 parks; a District Court; and support for human services and cultural events. The City’s main sources of revenue are property taxes, income taxes, State revenue sharing, Federal entitlement grants, and charges for services, including utility billings. Reporting Entity The financial reporting entity (the City) includes all of the funds of the primary government (i.e., the City as legally defined), as well as its blended component units. Blended component units,although legally separate entities,are, in substance, part of the primary government’s operations and are included as part of the primary government. The Lansing Building Authority is a blended component unit. Discretely presented component units are reported in a separate column in the combined financial statements to emphasize that they are legally separate from the primary government and to differentiate their financial position, results of operations and cash flows from those of the primary government. The Lansing Entertainment & Public Facilities Authority, Tax Increment Finance Authority, the Brownfield Redevelopment Authority, and the Smart Zone are reported as discretely presented component units. Financial Management and Control Management of the City of Lansing is responsible for establishing and maintaining internal controls designed to ensure that the assets of the government are protected from loss, theft, or misuse and to assure that adequate accounting data is compiled to allow for the accurate presentation of financial statements in conformity with generally accepted accounting principles. To provide a reasonable basis for making these presentations, management has established a comprehensive system of internal controls designed to reasonably ensure that assets of the City are protected from loss, theft or misuse and to ensure that adequate accounting data are compiled to allow for the preparation of these financial statements in conformity with generally accepted accounting principles. Such controls include appropriate policies and procedures, ongoing risk assessment, and monitoring and review processes which are communicated throughout City operations. Because the cost of internal controls generally should not outweigh their benefits, the City’s framework of internal controls has been designed to provide reasonable, rather than absolute, assurance that these objectives are met. -viii- Because the City is a recipient of federal grant dollars, the independent audit of the financial statements of the City of Lansing was part of a broader, federally-mandated “single audit” in conformity with the provisions of the Single Audit Act of 1996 and the U.S. Office of Management and Budget Circular A-133, Audits of States. Local Governments, and Non-profit Organizations. The standards governing the single audits require the independent auditor to report not only on the fair presentation of the financial statements, but also on the audited government’s internal controls and compliance with legal requirements involving the administration of the federal awards. These reports are available in the City’s separately-issued Single Audit Report. Budgeting Controls The annual budget serves as the foundation for the City’s financial planning, policy- making, and control. The City Charter requires that the Mayor submit to the City Council a proposed budget by the fourth Monday in March. The City Council must, by charter, adopt the budget for the ensuing fiscal year by third Monday in May. The budget is adopted at the activity level within each department. The City also maintains an encumbrance accounting system, whereby purchase orders amounts are deducted from the available budget, as one technique of accomplishing budgetary control. Encumbered amounts lapse at year end and require Council approval to be carried forward to the ensuing fiscal year for amounts greater than $5,000 or greater than eight months old. The budget is adopted at the activity level within each department. Risk Management The City carries all-risk coverage on all real and business personal property. The total coverage is $485 million with a $25,000 self-insured retention. Workers Compensation is self insured with excess reinsurance coverage for claims exceeding $500,000 from the State Accident Fund. The City carries liability coverage in the amount of $16 million per occurrence. Environmental Factors Affecting Financial Control The City of Lansing benefits from a diverse economy, as well as a number of City and regional assets: Being the State’s capital, with billions of dollars of annual decision-making, involving an entire industry of lobbyists, attorneys, and consulting firms captured in our market Home to strong and rapidly growing financial and insurance sectors, including several national headquarters, some of the largest in the nation (JNL, Accident Fund) Home to two of General Motors’ most successful, newest, and technologically- advanced automobile making plants -ix- The City is located within several miles of Michigan State University. Ranked #1 in the nation for Physics studies, MSU is also home to the world’s new leading $500 million cyclotron (Facility for Rare Isotope Beam particles) and is also #1 for undergraduate study-abroad programs. MSU also presents the City and region with year around, New York City-scale arts and sporting events. Downtown Lansing is home to the nation’s largest and most diverse law school in Cooley Law School Downtown Lansing is home to the state’s fourth largest community college, Lansing Community College Lansing is still blessed with vibrant, large corporations in manufacturing, but also is home to a blossoming entrepreneurial spirit creating new businesses in nano technology (XG Sciences), cyclotron (Niowave) and software development (Jadian Technologies). ECONOMIC CONDITION AND OUTLOOK ECONOMIC ANALYSIS OF THE CITY OF LANSING 2009/2010 Despite the continuation of the Great Recession, in particular the credit crisis that has yet to abate in any real sense, the City has done remarkably well in its economic development efforts. In fact, the City did so well, Lansing popped up on several national charts this past year: Included in Kiplinger’s Top Ten places in America for young professionals to live and work, joining places like Austin, Chicago and Boston Ranked seventh (7th) place in America for job growth in mid-sized city category by Milken Institute Named as the nation’s “Smart City” award winner by IBM and Next American City’s magazine Awarded an EB 5 Regional Center designation by the federal government, one of only 93 centers in the entire country (This unique tool allows the City to invite foreign investment into the City’s economic development projects, creating American jobs, in return for green card access.) -x- Notable projects over the past year: 1) GM announced the addition of $190 million of new equipment to be placed in the Lansing Grand River Assembly Plant (Cadillac) in 2011 to build a new Cadillac model starting in 2012. This will result in an entire second shift of 600 workers paying local income tax. Better yet, this likely sets the table for even further investment and significant job creation in the next 3 –5 years at this particular GM plant as GM has identified Lansing as a pinnacle of its North American manufacturing operations. 2) The Lansing GM Delta\plant also received an announcement that $37 million would be invested in 2011 in that plant which is expected to result in the additional ramp up of the auto supplier base of the City in 2012. This plant now operates with three full shifts, including the addition of the Chevy Traverse moved here from Tennessee along with 480 workers. 3) The new $1.6 million City Market, on the downtown riverfront, was completed and opened. It is 100% sold out and vendors report a sales increase of 300%. 4) The City approved the Market Place project, creating nearly 600 housing units on the riverfront next to the new downtown City Market as part of a $24 million private investment. Project is to begin in 2011 per a development agreement. 5) The downtown Knapps department store building rehabilitation project, announced in April, awaits final federal approval for federal Brownfield financing. This currently-vacant building will house 22 large apartment units, three floors of office, one floor of out-of-state retail and 10,000 square feet of incubation space for entrepreneurial development to be leased by the Lansing Economic Development Corporation. 6) The new, three-story Troppo restaurant was completed and opened in downtown Lansing, one of two new (vacant space) private buildings to be built in downtown Lansing in nearly a decade. 7) Symmetry Medical announced a $14.8 million expansion plan of its world medical device manufacturing plant, adding 159 new jobs to the City. 8) The new Michigan State Police headquarters opened downtown Lansing, bringing 510 State employees to the City. -xi- 9) Jackson National Life moved 150 employees to Lansing from Colorado. Thus, in 2009 and 2010, Jackson reports adding 600 new employees to the City. 10) The publicly-owned utility Lansing Board of Water and Light announced the 2011 construction of a $180 million natural gas, co- generation plant in Lansing’s REO Town, while moving its corporate headquarters and 180 employees with this new plant, sparking a whole revitalization effort within this area of Lansing. 11) The City approved the Marshall Street Armory project, moving 45 new jobs into the City with 100% of the rehabbed building sold out. Project should be completed in 2011. 12) Blue Cross/Blue Shield announced that it will be moving its 260 corporate employees from its Delta Township location to the former Accident Fund building in downtown Lansing location. Additionally, some 130 employees from the Southfield office will be moving to the downtown location. Thus, a total of 400 new employees will be in the City in September, 2011. Accident Fund moves into its new, downtown headquarters in April 2011. 13) Financing for the $31 million Accident Fund private parking ramp, to support their new $182 million national headquarters downtown, was completed. Construction on that structure is nearing completion as is the national headquarters itself, which will create 500 new jobs starting in 2011. 14)The City’s first river front restaurant opened up this summer, with both inside and outdoor seating along the Grand River in downtown. This business joined the City’s first ever, boating business that worked all summer along the downtown riverfront. 15) The City will also be receiving over $5 million in federal monies to help clean up the former GM Verlinden plant site and turn it back into a viable property for green manufacturing. Lansing is an environment of high-growth possibilities and a reasonably safe return on investment. It is a great buy during a down market. Lansing is further poised to benefit from the new generation of young people, entrepreneurs and new economy businesses who are now demanding an urban environment for living and working. Indeed, the fifty- year tide has turned back to urban life and work style. Although tough times remain, and people and business are hurting, the City of Lansing is truly poised for a remarkable, sustained and historic period of economic diversity and growth. -xii- Awards and Acknowlegements The Government Finance Officers Association (GFOA) awarded a Certificate of Achievement for Excellence in Financial Reporting to the City for its Comprehensive Annual Financial Report for the fiscal year ended June 30, 2009. This was the 32nd consecutive year that the City has received this prestigious award. In order to be awarded a Certificate of Achievement, the City must publish an easily readable and efficiently organized comprehensive annual financial report. This report satisfied both generally accepted accounting principles and applicable legal requirements. The Certificate of Achievement is valid for a period of one year only. We believe that our current Comprehensive Annual Financial Report continues to meet the Certificate of Achievement Program's requirements and we are submitting it to the GFOA to determine its eligibility for another certificate. Preparation of this comprehensive annual financial report was made possible by the dedicated service of the entire staff of the Finance Department. Each member of the department has our sincere appreciation for their contributions made in the preparation of this report and in the financial management of the City. The 32nd consecutive GFOA award, recognizing their efforts, is well deserved indeed. Finally, acknowledgement goes to the hard work and dedication of the City’s long-term Accounting Manager, Tom Korkoske, who retired at the end of this fiscal year, and to Angela Bennett, Budget Manager and Interim Accounting Manager, who ably and graciously took on the additional responsibility of leading the preparation of this report. -xiii- -xiv- Pa t r o l S u p p r e s s i o n P l a n n i n g E c o n o m i c D e v . C o r p . R o a d s / S i d e w a l k s P a r k s / F o r e s t r y G r a n t W r i t i n g A s s i s t . Cr i m e I n v e s t i g a t i o n P r e v e n t i o n Z o n i n g L E P F A S e w e r s / T r e a t m e n t R e c r e a t i o n P r o g a m s H u m a n S er v . G r a n t s Co m m u n i t y P o l i c i n g E m e r g e n c y M g m t C o d e C o m p l i a n c e P r i n c i p a l S h o p p i n g D i s t . T r a s h / R e c y l i n g C o m m u n i t y C e n t e r s P o l i c e I n t e r n a l I n v . De t e n t i o n H o u s i n g / N e i g h b o r h o o d s T I F A C e m e t e r i e s B u i l d i n g S a f e t y P a r k i n g T r a n s p o r t a t i o n Ta x S e r v i c e s R e c r u i t m e n t A c c o u n t i n g / B u d g e t / P a y r o l l T r a i n i n g P u r c h a s i n g L a b o r R e l a t i o n s P r o p e r t y M a n a g e m e n t & F l e e t B e n e f i t s I n f o r m a t i o n T e c h n o l o g y E q u a l O p p o r t u n i t y C o m m u n i t y M e d i a C e n t e r Ma y o r Ci t y C o u n c i l Ci t y C l e r k 54 - A D i s t r i c t C o u r t In t e r n a l Au d i t Ci t y A t t o r n e y ’ s Of f i c e Po l i c e Fi r e Pl a n n i n g & Ne i g h b o r h o o d De v e l o p m e n t Ec o n o m i c De v e l o p m e n t Pu b l i c Se r v i c e s Pa r k s & Re c r e a t i o n Ci t i z e n s o f L a n s i n g Fi n a n c e Hu m a n R e s o u r c e s Hu m a n R e l a t i o n s an d C o m m u n i t y Se r v i c e s Ci t y TV -xv- CITY OF LANSING -xvi- FINANCIAL SECTION CITY OF LANSING Rehmann Robson 675 Robinson Rd. Jackson, MI 49203 Ph: 517.787.6503 Fx: 517.788.8111 www.rehmann.com INDEPENDENT AUDITORS’ REPORT December 27, 2010 Honorable Mayor and Members of the City Council City of Lansing, Michigan We have audited the accompanying financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund and the aggregate remaining fund information of the City of Lansing, Michigan, as of and for the year ended June 30, 2010, which collectively comprise the City’s basic financial statements as listed in the table of contents. These financial statements are the responsibility of the City of Lansing’s management. 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 of material misstatement. An audit includes examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements. An audit also includes assessing the accounting principles used and significant estimates made by management, as well as evaluating the overall financial statement presentation. We believe that our audit provides a reasonable basis for our opinions. In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Lansing, Michigan, as of June 30, 2010, and the respective changes in financial position and cash flows, where applicable, thereof and the budgetary comparisons for the General Fund for the year then ended in conformity with accounting principles generally accepted in the United States of America. -1- In accordance with Government Auditing Standards, we have also issued our report dated December 27, 2010, on our consideration of the City of Lansing, Michigan’s internal control over financial reporting and our tests of its compliance with certain provisions of laws, regulations, contracts and grant agreements and other matters, in a separately issued single audit report. 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 the internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards and should be read in conjunction with this report in considering the results of our audit. The Management’s Discussion and Analysis on pages 3-15 and the historical supplementary information for the Employees’ and Police and Fire Retirement Systems and other postemployment benefits listed in the table of contents are not a required part of the basic financial statements but are supplementary information required by the Governmental Accounting Standards Board. We have applied certain limited procedures, which consisted principally of inquiries of management regarding the methods of measurement and presentation of the required supplementary information. However, we did not audit this information and do not express an opinion on it. Our audit was performed for the purpose of forming opinions on the financial statements that collectively comprise the City of Lansing’s basic financial statements. The introductory section, combining and individual fund financial statements and 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 fund financial statements and schedules have been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, are fairly stated, in all material respects, in relation to the basic financial statements taken 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 express no opinion on them. -2- MANAGEMENT’S DISCUSSION and ANALYSIS -3- MANAGEMENT'S DISCUSSION AND ANALYSIS The management of the City of Lansing, Michigan (“the City”) provides this narrative overview and analysis of the financial activities of the City for the fiscal year ended June 30, 2010 for the benefit of the readers of these financial statements. This management’s discussion and analysis (“MD&A”) is intended to assist the reader in focusing on significant financial issues and provide an overview of the City’s financial activity. The City encourages the readers to consider the following information here in conjunction with the financial statements taken as a whole, which follow this section. HIGHLIGHTS Total government-wide assets of the City exceeded its liabilities at the close of the fiscal year by $438 million (reported as net assets), a decrease of $5.6 million from fiscal year 2008/2009. Component units of the City reported a deficit of net assets of $34.9 million, a decrease in deficit of $1.1 million from the previous year. This component unit deficit is planned to be covered by future tax revenue captures in the TIFA, Smart Zone, and Brownfield Component Units. As of the close of the 2009/2010 fiscal year, the City’s governmental funds reported combined ending fund balances of $27.1 million. Of this, $25.8 million is reported as unreserved fund balance. While reported as “unreserved” on the face of the Government- Wide Governmental fund Balance Sheet, $4.3 million of the $25.8 million is designated for use in FY 2010/2011 and $2.2 million is restricted in accordance with State laws, local ordinances, and trust restrictions, leaving $19.3 million for general operating purposes. At the end of the fiscal year, unreserved and undesignated fund balance for the General Fund, combined with the Budget Stabilization Fund, was $5.8 million, a decrease of $3.5 million. General Fund expenditures came in $4.6 more than revenues. Unreserved/undesignated fund balance decreased by $3.5 million, or 37.3%. Please see the “General Fund and Budgetary Highlights” section of this Management Discussion and Analysis (pages 3-15) for further detail. The business-type activities reported net assets at year-end of $244.9 million, an increase of $16.3 million during the year which is the result of the receipt of federal stimulus dollars for the City’s Combined Sewer Overflow (CSO) and tertiary building projects. The City’s total bonded and loaned debt was $280.6 million at June 30, 2010, an increase of $12.3 million (or 4.5%), which represents the net difference between new issuances, and payments and refunding of outstanding debt. During the year, the City issued debt of $30.9 million in limited tax general obligation bonds for its Combined Sewer Overflow (CSO) abatement project and streets and $8.1 million to refund a Building Authority issue. More detailed information regarding these activities and funds can be found in footnote 3-G, Long Term Debt which begins on page 70. OVERVIEW OF THE FINANCIAL STATEMENTS This MD&A is an introduction to the City’s basic financial statements, which comprise three components: 1) government-wide financial statements, 2) fund financial statements, and 3) notes to the financial statements. This report also contains other required supplementary information in addition to the basic financial statements. -4- Government-wide Statements (Reporting the City as a Whole) These statements include all non-fiduciary assets and liabilities, but exclude assets and liabilities related to pensions. The Statement of Net Assets and the Statement of Activities are two financial statements that report information about the City, as a whole, and about its activities, which provide measurements of long term trends that should help answer this question: Is the City, as a whole, better off or worse off as a result of this year’s activities? Unlike the governmental funds, the current year’s revenues and expenses are taken into account regardless of when cash is received or paid, known as “full accrual accounting”. The Statement of Net Assets (page 20) presents all of the City’s assets and liabilities, with the difference between the two reported as “net assets”. Over time, increases and decreases in net assets are an indicator of whether the City’s long term financial position is improving or deteriorating. The Statement of Activities (pages 21 and 22) presents information showing how the City’s net assets changed during the most recent fiscal year. All changes in net assets are reported as soon as the underlying events giving rise to the change occur, regardless of the timing of related cash flows. Therefore, revenues and expenses are reported in these statements for some items that will only result in cash flows in future fiscal periods (e.g. uncollected taxes and earned but unused vacation leave). The Statement of Net Assets and the Statement of Activities report three activities, as follows: Governmental Activities – Most of the City’s basic services are reported under this category. Property taxes, income taxes, and intergovernmental revenues generally fund these services. The Council (legislative branch), the District Court (judicial branch), and general operations of the executive branch departments, such as police, fire, parks, public works, and staff departments fall within the governmental activities. Business-type Activities – The City charges fees to customers to help cover all or most of the cost of certain services it provides. Sewage collection and treatment and commercial area parking are examples of business-type activities. Discretely Presented Component Units – Component units are legally separate organizations for which the elected officials of the primary government are financially accountable. The City has four such discretely presented units; the Lansing Entertainment and Public Facilities Authority, the Tax Increment Finance Authority, the Brownfield Redevelopment Authority, and the Lansing Regional SmartZone. These financial statements include two schedules (pages 27 and 29) that reconcile the amounts reported on the governmental fund financial statements (modified accrual accounting) with governmental activities (full accrual accounting) on the appropriate government-wide statements. The following summarizes the impact of transitioning from modified accrual to full accrual accounting: Capital assets used in governmental activities are not reported on governmental fund statements. Certain revenues that are earned, but not available for use within the reporting period, are reported as revenues for governmental activities, but are reported as deferred revenue on the governmental fund statements. -5- Other long-term assets that are not available to pay for current period expenditures are deferred in governmental fund statements, but not deferred on the government-wide statements. Internal service funds are reported as governmental activities, but reported as proprietary funds in the fund financial statements. Bond issuance costs, discounts and premiums in the issuance of long term debt, are reported as expenditures in governmental fund statements, but are capitalized and amortized in the government-wide statements. Unless due and payable, long-term liabilities, such as capital lease obligations, compensated absences, litigation, and others only appear as liabilities in the government-wide statements. Capital outlay spending in excess of capitalization thresholds are recorded as capital assets on the government-wide statements, but are reported as expenditures on the governmental fund statements. Bond and note proceeds result in liabilities on the government-wide statements, but are recorded as other financing sources on the governmental fund statements. Certain other outflows, such as debt service principal payments, represent decreases in liabilities on the government-wide statements, but are reported as expenditures on the governmental fund statements. The Notes to the Basic Financial Statements provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statements. The notes can be found beginning on page 49 of this report. Fund Financial Statements (Reporting the City's Major Funds) The City’s Major Funds are identified as its Sewage Disposal Fund, and its Parking System Fund, along with its General Fund. The major fund financial statements begin on page 26. In addition to major funds, individual fund data for the nonmajor funds begins on page 92. A fund is a fiscal and accounting entity with a self-balancing set of accounts that the City uses to keep track of specific sources of funding and spending for a particular purpose. Governmental funds -- Most of the City's basic services are reported in the governmental funds, which focus on how money flows into and out of those funds and the balances left at year-end that are available for future spending. The governmental fund financial statements provide a detailed short-term view of the City's general government operations and the basic services it provides. Governmental fund information helps determine whether there are greater or fewer financial resources that can be spent in the near future to finance the City's programs. These funds are reported using modified accrual accounting, which measures cash and all other financial assets that can readily be converted to cash. Governmental funds include the General Fund and special revenue, capital project, debt service, and permanent funds. -6- Proprietary funds -- When the City charges customers for the services it provides, whether to outside customers or to other agencies within the City, these services are generally reported in proprietary funds. Proprietary funds (enterprise and internal service) utilize full accrual accounting; the same method used by private sector businesses. Enterprise funds report activities that provide supplies and services to the general public. Examples are the Sewage Disposal Fund and the Parking Fund. Internal service funds are reported as governmental activities on the government-wide statements. Fiduciary Funds --The City acts as a trustee or fiduciary, for its employee pension plans. It is also responsible for other assets that, because of a trust arrangement, can be used only for the trust beneficiaries. The City's fiduciary activities are reported in separate Statements of Fiduciary Net Assets and Changes in Fiduciary Net Assets beginning on page 40. These funds, which include pension and other employee benefit funds, are reported using full accrual accounting. The government-wide statements exclude fiduciary fund activities and balances because these assets are restricted in purpose and do not represent spendable assets of the City to finance its operations. Additional Required Supplementary Information Following the basic financial statements is additional Required Supplementary Information that further explains and supports the information in the financial statements. The Required Supplementary Information includes required pension and other postemployment benefit supplementary information. Other Supplementary Information Other supplementary information includes combining financial statements for nonmajor governmental, proprietary, and fiduciary funds. These funds are added together, by fund type, and presented in single columns in the basic financial statements, but are not reported individually, as with major funds, on the governmental fund financial statements. -7- FINANCIAL ANALYSIS OF THE GOVERNMENT AS A WHOLE The City’s combined net assets decreased $5.6 million over the course of this fiscal year’s operations to a total of $438.2 million. Net assets of governmental activities decreased $22 million or 10.2%, and business-type activities increased $16.4 million or 7.2%. Net Assets as of June 30, (in millions of dollars) Governmental Business-type Total Primary Activities Activities Government 2010 2009 2010 2009 2010 2009 Assets Current and other non-current assets 55.2$ 64.4$ 86.6$ 82.1$ 141.8$ 146.5$ Capital assets 223.6 221.4 400.8 383.8 624.4 605.2 Total assets 278.8$ 285.8$ 487.4$ 465.9$ 766.2$ 751.7$ Liabilities Long-term liabilities 68.0 54.9$ 237.9$ 230.8$ 305.9$ 285.7$ Other liabilities 17.6 15.7 4.5 6.5 22.1 22.2 Total liabilities 85.6$ 70.6$ 242.4$ 237.3$ 328.0$ 307.9$ Net assets Invested in capital assets, net of related debt 186.5 191.5 194.9 185.4 381.4 376.9 Restricted 14.3 17.1 19.9 19.5 34.2 36.6 Unrestricted (deficit) (7.6) 6.6 30.2 23.7 22.6 30.3 Total net assets 193.2$ 215.2$ 245.0$ 228.6$ 438.2$ 443.8$ The largest component (87.0%) of the City’s net assets reflects its investment in capital assets (e.g. land, buildings, equipment, infrastructure, and others), less any related debt outstanding that was needed to acquire or construct the assets. Restricted net assets are the next largest component, comprising 7.8%, and are subject to external restrictions such as bond covenants, City Charter, State legislation or Constitutional provision. The remaining portion, unrestricted net assets are resources that may be used at the City’s discretion, but often have limitations based on policy action. -8- The following condensed financial information was derived from the government-wide Statement of Activities and reflects how the City’s net assets changed during the fiscal year: Change in Net Assets for the Fiscal Year Ended June 30, (in millions of dollars) Governmental Business-type Total Primary Activities Activities Government 2010 2009 2010 2009 2010 2009 Revenues Program revenues Charges for services 18.6$ 20.8$ 41.3$ 40.1$ 59.9$ 60.9$ Operating grants (restricted) 27.5 26.4 1.5 1.6 29.0 28.0 Capital grants 3.1 2.6 11.9 .1 15.0 2.7 General revenues Taxes 66.4 68.5 - - 66.4 68.5 State shared revenue 14.2 16.0 - - 14.2 16.0 Unrestricted grants and contributions 11.6 11.3 - - 11.6 11.3 Unrestricted investment earnings .3 1.0 .1 .4 .4 1.4 Gain on sale of capital assets .1 - - - .1 - Total revenues 141.8 146.6 54.8 42.2 196.6 188.8 Expenses General government, administrative 30.3 26.4 - - 30.3 26.4 Public safety 84.6 71.2 - - 84.6 71.2 Public works 29.2 37.6 - - 29.2 37.6 Recreation and culture 7.3 7.3 - - 7.3 7.3 Community development 9.7 6.4 - - 9.7 6.4 Interest on long-term debt 2.2 1.8 - - 2.2 1.8 Sewage disposal system - - 24.9 26.3 24.9 26.3 Municipal parking system - - 8.3 8.4 8.3 8.4 Cemetery - - .6 .7 .6 .7 Golf - - .9 .9 .9 .9 Garbage and refuse collection - - 1.4 1.5 1.4 1.5 Recycling - - 2.8 3.0 2.8 3.0 Total expenses 163.3 150.7 38.9 40.8 202.2 191.5 Excess before transfers (21.5) (4.1) 15.9 1.4 (5.6) (2.7) Transfers in (out) (.5) (.5) .5 .5 - - Changes in net assets (22.0) (4.6) 16.4 1.9 (5.6) (2.7) Beginning net assets 215.2 219.8 228.6 226.7 443.8 446.5 Ending net assets 193.2$ 215.2$ 245.0$ 228.6$ 438.2$ 443.8$ The increase in Public Safety and Community Development and decrease in Public Works expenses were due to a change in classification of grant expenses for FY 2010. Previously, several grants which were classified as Public Works activities; however, it was determined in FY 2010, that some are more fittingly classified as Public Safety and Community Development activities. -9- Governmental Activities: The following chart depicts revenues of the governmental activities for the fiscal year: Revenues - Governmental Activities Fiscal Year Ending June 30, 2010 Property tax and special assessments 27.5% Gain on Sale of Capital Assets 0.1% Unrestricted Investment Earnings 0.2% Unrestricted Grants and Contributions 8.2% State Shared Revenue 10.0% Capital Grants and Contributions 2.2% Operating Grants and Contributions (restricted) 19.4% Charges for Services 13.1% Income Tax 19.3% Property taxes comprised 27.5%, or $39 million, of Governmental Activity revenue, with $650,008 representing debt service on voted unlimited tax general obligation debt. The City’s operating millage is currently 15.44 mills. In accordance with Charter and State Constitutional provisions, the City may levy up to 19.1692 mills for operations in FY 2010. 3.73 potential mills remain unlevied, which equates to approximately $6.8 million in potential, but unlevied, property tax revenue. Income taxes comprised 19.3%, or $27.4 million, of Governmental Activity revenue which, the full amount of which is revenue to the General Fund. Local income tax rates are prescribed by State law, and limited in Lansing’s case to 1% of resident income and 0.5% of the income of persons working in the City, but living outside of its corporate boundaries. Income tax revenue decreased $1.9 million from FY 2008/2009 due to economic conditions, most notably shift reductions and temporary shut-downs at the City’s two General Motors plants (please see Economic Condition and Outlook contained at the end of this analysis for an update on those plants). -10- Restricted Operating Grants and Contributions made up $27.5 million, or 19.4% of Governmental Activity revenue. In this category, $17.8 million are recurring revenues from: State Gas & Weight tax revenues restricted for streets; Community Development, HOME, and Emergency Shelter entitlement grants; and drug forfeiture funds restricted for drug enforcement efforts. The remaining $9.7 million is attributable to non-entitlement grants. Unrestricted Grants and Contributions account for the next-largest category of Governmental Activity Revenue, comprising 18.2%, or $25.8 million, of revenues. Just-more-than-half of this category, $14.2 million, is attributed to State revenue sharing, an amount distributed to municipalities by the State of Michigan by formula allocation of portions of the State sales tax and motor fuel and weight taxes. Equity payments from the independently-managed-and- operated Board of Water and Light account for $10.5 million of the category, with remaining $1.1 million coming from payments from the State of Michigan for a payment in lieu of tax for its fire protection for its properties and reimbursement of liquor license enforcement costs. The following chart depicts expenses of the governmental activities for the fiscal year: Expenses - Governmental Activities Fiscal Year Ending June 30, 2010 General Government (administrative) 18.6% Public Safety 51.8% Public Works 17.9% Recreation and Culture 4.5% Community Development 5.9% Interest on Long-term Debt 1.4% Transfers 0.0% Business-type Activities Net assets of the business-type activities increased by $16.3 million during the fiscal year. The main cause of this large increase was $11.9 million received in grant monies for its Combined Sewer Overflow (CSO) sewer project and renovations to its tertiary building. -11- FINANCIAL ANALYSIS OF THE CITY’S FUND STATMENTS As the City completed the fiscal year, its governmental funds (see pages 92-125) reported fund balances of $27.1 million. Of this total amount, $21 million constitutes unreserved unrestricted fund balance, which is available for appropriation for the general purposes of the City. This includes $5.7 million in the City’s Budget Stabilization Fund and $110,986 in the General Fund. Further, of the total amount of $21 million, $9.3 million constitutes unreserved fund balances but are restricted for the purposes for which of the funds were set up. General Fund and Budgetary Highlights The FY 2009/2010 budget was adopted as a balanced budget, based on projected revenues, without any use of reserves. Due to the effects of the State’s ongoing budgetary challenges, compounded by what is now called the “Great Recession,” revenues came in much lower than anticipated. Shortly after the beginning of the fiscal year, the State announced $2 million in cuts to municipal revenue sharing. That fact, combined with declining income tax, interest earnings revenues and bankruptcies affecting property taxes lead to a budget amendment to reduce expenditures and revenue projections by $3 million during the year. During the year, revenue projections were further downgraded as the impact of the declining economy and General Motor’s looming bankruptcy, resulting in reduced shifts, shut-downs, and layoffs further impacted income tax revenue receipts. This resulted in a second budget amendment to the General Fund’s budget. Due to the timing of the revenue decline in the last half of the year, expenditures could not be reduced by the amount of revenue loss, and the budget was amended to include a $3.4 million use of reserves. In the last couple months of the fiscal year, the State unexpectedly reduced the personal property tax multipliers used to assess the General Motors and auto supply companies. This resulted in an additional $1.5 million reduction to General Fund revenues. In light of the significant loss of revenues, measures were enacted to reduce expenditures where possible – by reducing capital spending and utilizing accumulated storm sewer revenues to reimburse the General Fund for storm sewer activities. At year-end, General Fund expenditures exceeded revenues by $4.6 million, resulting in a year-end unrestricted, undesignated fund balance of $110,986. When combined with the Budget Stabilization Fund (contained in the Special Revenue Fund section of these financial statements), total unrestricted, undesignated fund balance was $5.8 million, or 5.3% of revenues. The FY 2010/2011 budget, adopted at a level commensurate with the revenue levels experienced in FY 2010, does not include any use of reserves. As of the printing of this report in the second quarter of the new fiscal year, revenues are expected to come in at budget levels. Sewage Disposal Fund Net assets increased $15.6 million to $220.5 million in FY 2010. $11.9 million of that increase resulted in the receipt of American Reinvestment and Recovery Act (ARRA) monies for its Combined Sewer Overflow and tertiary building projects. The remaining $3.7 million of the increase resulted from operations during the fiscal year of increased revenues and lower operating costs. Parking Fund The Municipal Parking Fund net assets increased $704,978 as a result of operations. -12- Budget Stabilization Fund Fund balance at June 30, 2010 remained at $5.7 million. The Fund is limited by Ordinance to 10% of year-end General Fund appropriations. No amounts were appropriated or spent from the fund in FY 2009/2010, nor are any amounts appropriated for the FY 2010/2011 budget. Capital Assets Capital Assets: At the end of the fiscal year 2010, the City had invested $624.5 million, net of accumulated depreciation, in a broad range of capital assets (see the table below). Additional information regarding the City’s capital assets can be found in the notes to the basic financial statements. For more detailed information, please refer to footnote 3-D. Governmental Business-type Total Primary Activities Activities Government 2010 2009 2010 2009 2010 2009 Land 24.7$ 24.7$ 13.6$ 13.6$ 38.3$ 38.3$ Land improvements 6.1 5.5 13.1 13.6 19.2 19.1 Buildings and improvements 55.9 56.9 100.4 103.1 156.3 160.0 Equipment 7.5 6.6 .9 .9 8.4 7.5 Infrastructure 120.3 120.5 178.5 184.9 298.8 305.4 Subtotal 214.5 214.2 306.5 316.1 521.0 530.3 Construction in progress 9.1 7.2 94.4 67.7 103.5 74.9 Total 223.6$ 221.4$ 400.9$ 383.8$ 624.5$ 605.2$ Capital Assets as of June 30, (net of depreciation, in millions of dollars) Debt Administration The City, along with the Lansing Building Authority (LBA), a blended component unit of the City, is empowered by law to authorize, issue, and sell debt obligations. Limited tax and unlimited tax general obligation bonds are backed by the full faith and credit of the City. The City also issues revenue-dedicated bonded debt, whose payment for principal and interest comes solely out of funds that receive legally-restricted revenues. The Sewage Disposal fund has the City’s only dedicated revenue bonds currently outstanding. LBA’s bonds financed the construction of parking, golf course, and firing range improvements. Revenues derived from user fees from persons using parking and golf facilities fund the debt service requirements for related improvements, but they are also backed by a limited tax pledge. More detailed information regarding the City’s long-term obligations is presented in Note 3-G (Long-Term Debt) to the financial statements.. -13- 2010 2009 Governmental: General obligation bonds (backed by the City) 26.15 17.64 Installment purchase contracts 10.93 12.39 Loans 1.04 1.29 Sub-total 38.12 31.32 Business Type: General obligation bonds (backed by the City) 202.82 194.43 Revenue bonds and notes (backed by specific fee revenues) 35.44 38.29 Loans 4.18 4.18 Sub-total 242.44 236.90 Total $280.56 $268.22 Outstanding Debt as of June 30, (in millions of dollars) During the year, the City issued debt of $30.9 million in limited tax general obligation bonds for its Combined Sewer Overflow (CSO) abatement project and streets and $8.1 million to refund a Building Authority issue. More detailed information regarding these activities and funds can be found in footnote 3-G, Long Term Debt which begins on page 70. ECONOMIC CONDITION AND OUTLOOK The State of Michigan’s economic challenges, including the national recession, American automobile industry crisis, housing market and foreclosure impacts on property tax revenues, combined with rising labor force and healthcare costs, continues to place budgetary and fiscal constraints on the City of Lansing. A structural imbalance between revenue and expenditure growth exists, as is the case for the majority of cities, especially those that are urban centers, in Michigan. To address these budgetary challenges, and to protect vital services to the public, since his inauguration in January, 2006, Mayor Bernero has implemented a budgetary strategy of maximizing revenues; reducing expenses; improving operational and technological efficiencies; consolidating like functions; collaborating with neighboring municipalities, counties, and non- profit entities to provide funding for City-owned assets that benefit the entire region, as demonstrated by the transfer of Potter Park Zoo operations this fiscal year to Ingham County. The Mayor also continues to work aggressively with the unions to contain the rising cost of healthcare and other compensation issues. -14- In this historic economic downturn, including the credit crisis in the private sector, the City saw significant economic development announcements and national recognition (see Economic Condition and Outlook in the Transmittal Letter). The City is poised to experience continued, significant economic growth in the next several years. As with other municipalities, especially in Michigan, the City government will continue to face significant challenges in this climate of declining property values and revenues in the face of rising compensation, healthcare, and energy costs. The Mayor is committed to directing the City in a fiscally responsible manner -- living within the City’s means and not relying on reserves to balance the budget. CONTACTING THE CITY FINANCE DEPARTMENT This financial report is designed to provide our citizens, taxpayers, customers, investors, and creditors with a general overview of the City’s finances and to demonstrate the City’s accountability for the money it receives. If you have any questions about this report or need additional financial information, contact the Finance Department at (517) 483-4500. -15- CITY OF LANSING -16- BASIC FINANCIAL STATEMENTS -17- CITY OF LANSING -18- GOVERNMENT-WIDE FINANCIAL STATEMENTS -19- City of Lansing Statement of Net Assets June 30, 2010 Primary Government Governmental Business-type Component Activities Activities Totals Units Assets Cash and investments 41,214,515$ 1,376,419$ 42,590,934$ 1,965,611$ Receivables, net 37,238,900 33,762,054 71,000,954 2,924,787 Internal balances (28,385,416) 28,385,416 - - Inventories, prepaids and other assets 2,809,697 2,017,806 4,827,503 296,287 Restricted assets: Cash and investments - 20,775,852 20,775,852 2,501,439 Receivables, net - 228,684 228,684 - Net other postemployment benefit asset 2,260,157 - 2,260,157 - Net pension asset 18,968 - 18,968 - Capital assets not being depreciated 33,798,886 107,990,894 141,789,780 - Capital assets being depreciated, net 189,802,280 292,859,133 482,661,413 86,893 Total assets 278,757,987 487,396,258 766,154,245 7,775,017 Liabilities Accounts payable and accrued liabilities 15,591,345 3,135,179 18,726,524 2,870,333 Accrued interest payable 366,848 1,257,637 1,624,485 13,152,027 Unearned revenues 1,609,980 118,366 1,728,346 242,584 Long-term liabilities: Due within one year 12,395,703 17,869,061 30,264,764 2,020,887 Due in more than one year 42,664,153 220,050,966 262,715,119 24,381,427 Net other postemployment benefit obligation 12,938,273 - 12,938,273 - Total liabilities 85,566,302 242,431,209 327,997,511 42,667,258 Net assets Invested in capital assets, net of related debt 186,536,428 194,854,140 381,390,568 62,850 Restricted for: Public safety 955,858 - 955,858 - Public works 5,889,230 - 5,889,230 - State mandated programs 554,000 - 554,000 - Debt service - 18,218,134 18,218,134 - Capital projects 5,256,051 1,699,207 6,955,258 - Endowments (nonexpendable) 1,649,550 - 1,649,550 - Unrestricted (deficit) (7,649,432)30,193,568 22,544,136 (34,955,091) Total net assets (deficit)193,191,685$ 244,965,049$ 438,156,734$ (34,892,241)$ The accompanying notes are an integral part of the financial statements. -20- City of Lansing Statement of Activities For the Year Ended June 30, 2010 Program Revenues Operating Capital Charges Grants and Grants and Net (Expense) Functions/Programs Expenses for Services Contributions Contributions Revenue Primary government Governmental activities: General government 30,326,671$ 6,565,263$ 1,670,346$ -$ (22,091,062)$ Public safety 84,566,215 8,589,146 9,968,295 - (66,008,774) Public works 29,252,516 2,788,112 11,078,288 3,109,410 (12,276,706) Recreation and culture 7,312,480 587,906 243,818 - (6,480,756) Community development 9,715,087 69,250 4,551,437 - (5,094,400) Interest on long-term debt 2,229,288 - 3,708 - (2,225,580) Total governmental activities 163,402,257 18,599,677 27,515,892 3,109,410 (114,177,278) Business-type activities: Sewage disposal system 24,931,075 28,907,772 842 11,887,299 15,864,838 Municipal parking system 8,305,095 7,396,219 1,535,065 - 626,189 Cemetery 659,584 226,973 - 40,809 (391,802) Golf 869,003 438,315 - - (430,688) Garbage and rubbish collection 1,451,059 1,677,428 - - 226,369 Recycling 2,804,047 2,651,309 - - (152,738) Total business-type activities 39,019,863 41,298,016 1,535,907 11,928,108 15,742,168 Total primary government 202,422,120$ 59,897,693$ 29,051,799$ 15,037,518$ (98,435,110)$ Component units Brownfield redevelopment 3,938,907$ -$ 2,950,785$ -$ (988,122)$ Community development 4,671,831 - - - (4,671,831) Recreation and culture 5,861,807 4,805,894 1,098,027 - 42,114 Smart zone 13,041 - - - (13,041) Total component units 14,485,586$ 4,805,894$ 4,048,812$ -$ (5,630,880)$ Continued… -21- City of Lansing Statement of Activities (Concluded) For the Year Ended June 30, 2010 Primary Government Governmental Business-type Component Activities Activities Totals Units Changes in net assets Net (expense) revenue (114,177,278)$ 15,742,168$ (98,435,110)$ (5,630,880)$ General revenues Property taxes 39,010,960 - 39,010,960 6,751,556 Income taxes 27,408,443 - 27,408,443 - Grants and contributions not restricted to specific programs 25,847,423 - 25,847,423 - Unrestricted investment earnings 246,495 141,899 388,394 11,068 Gain on sale of capital assets 75,094 - 75,094 - Transfers - internal activities (464,807) 464,807 - - Total general revenues and transfers 92,123,608 606,706 92,730,314 6,762,624 Change in net assets (22,053,670) 16,348,874 (5,704,796) 1,131,744 Net assets (deficit), beginning of year 215,245,355 228,616,175 443,861,530 (36,023,985) Net assets (deficit), end of year 193,191,685$ 244,965,049$ 438,156,734$ (34,892,241)$ The accompanying notes are an integral part of the financial statements. -22- GOVERNMENT-WIDE FINANCIAL STATEMENTS -23- CITY OF LANSING -24- Governmental Fund Financial Statements Major Funds General Fund – The General Fund is the general operating fund of the City. It is used to account for all financial resources except those required to be accounted for in another fund. Nonmajor Funds Non-major governmental funds are presented, by fund type, beginning on the pages listed below: Special Revenue funds, page 96. Debt Service funds, page 114. Capital Projects funds, page 118. Permanent funds, page 124. -25- City of Lansing Balance Sheet - Governmental Funds June 30, 2010 Other Governmental General Funds Totals Assets Cash and cash equivalents 2,458,894$ 890,697$ 3,349,591$ Equity in pooled cash 10,952,956 16,062,295 27,015,251 Investments - 6,370,745 6,370,745 Accounts receivable, net 15,690,593 1,584,988 17,275,581 Taxes receivable 1,029,824 - 1,029,824 Special assessments receivable - 913,800 913,800 Loans receivable - 1,439,990 1,439,990 Accrued interest receivable 282 1,871,796 1,872,078 Due from other funds 4,189,415 4,739,507 8,928,922 Interfund receivable - 1,250,411 1,250,411 Advances to other funds - 80,531 80,531 Due from other governments 4,993,162 7,451,967 12,445,129 Due from component units 1,589,214 - 1,589,214 Inventories 59,922 1,050,623 1,110,545 Prepaids 42,810 - 42,810 Total assets 41,007,072$ 43,707,350$ 84,714,422$ Liabilities and fund balances Liabilities Accounts payable 1,580,175$ 2,724,935$ 4,305,110$ Deposits payable - 49,575 49,575 Accrued payroll 1,618,040 217,643 1,835,683 Retainage payable 2,188,150 - 2,188,150 Indemnity bonds - 1,920 1,920 Due to other funds 31,200,962 7,552,453 38,753,415 Interfund payable - 28,107 28,107 Advance from other funds -271,454 271,454 Due to other governments 1,333,846 899,782 2,233,628 Deferred revenue 2,188,782 5,363,175 7,551,957 Other 405,324 - 405,324 Total liabilities 40,515,279 17,109,044 57,624,323 Fund balances Reserved for advances - 80,531 80,531 Reserved for inventories 59,922 1,050,623 1,110,545 Reserved for prepaids 42,810 - 42,810 Reserved for encumbrances - 46,844 46,844 Unreserved, designated for subsequent years' expenditures: General fund 278,075 - 278,075 Special revenue funds - 4,037,312 4,037,312 Unreserved, undesignated reported in: General fund 110,986 - 110,986 Special revenue funds - 7,992,368 7,992,368 Debt service funds -126,434 126,434 Capital projects funds - 11,614,644 11,614,644 Permanent funds - 1,649,550 1,649,550 Total fund balances 491,793 26,598,306 27,090,099 Total liabilities and fund balances 41,007,072$ 43,707,350$ 84,714,422$ The accompanying notes are an integral part of the financial statements. -26- City of Lansing Reconciliation of Fund Balances on the Balance Sheet for Governmental Funds to Net Assets of Governmental Activities on the Statement of Net Assets June 30, 2010 Fund balances - total governmental funds 27,090,099$ Amounts reported for governmental activities in the statement of net assets are different because: Capital assets used in governmental activities are not financial resources and therefore are not reported in the funds. Add - capital assets 473,877,760 Deduct - accumulated depreciation (256,951,060) Because the focus of governmental funds is on short-term financing, some assets will not be available to pay for current expenditures. Those assets (i.e., receivables) are offset by deferred revenues in the governmental funds and, therefore, are not included in fund balance. Add - deferred ambulance fees 1,334,603 Add - deferred nuisance fees 854,179 Add - deferred loans receivable 1,185,000 Add - deferred long-term interest receivable 1,870,867 Add - deferred long-term special assessments 697,328 Internal service funds are used by management to charge the costs of certain equipment maintenance to individual funds. The assets and liabilities of the internal service funds are included in governmental activities in the statement of net assets.7,734,964 Prepaid costs related to other postemployment benefits are not available for current period expenditures and, therefore, are not reported in the funds. Add - other postemployment benefit plan asset 2,260,157 Add - net pension asset 18,968 Long-term liabilities are not due and payable in the current period and therefore are not reported in the funds. Deduct - bonds, loans and leases payable (37,326,394) Deduct - accrued interest on bonds, loans and leases payable (350,709) Add - deferred bond issuance costs 50,124 Deduct - other postemployment benefit obligation (12,938,273) Deduct - compensated absences and other long-term liabilities (16,215,928) Net assets of governmental activities 193,191,685$ The accompanying notes are an integral part of the financial statements. -27- City of Lansing Statement of Revenues, Expenditures and Changes in Fund Balances Governmental Funds For the Year Ended June 30, 2010 Other Governmental General Funds Totals Revenues Taxes and special assessments 37,965,131$ 1,314,212$ 39,279,343$ Income taxes 27,408,443 - 27,408,443 Licenses and permits 1,414,906 - 1,414,906 Intergovernmental 15,352,251 23,784,966 39,137,217 Charges for services 9,900,096 8,423,062 18,323,158 Fines and forfeits 3,284,982 1,294,193 4,579,175 Interest and rents 179,162 71,041 250,203 Contributions 10,596,368 10,000 10,606,368 Donations from private sources - 9,000 9,000 Other revenues 212,248 260,875 473,123 Total revenues 106,313,587 35,167,349 141,480,936 Expenditures Current expenditures: General government 25,418,251 2,421,313 27,839,564 Public safety 63,442,190 7,377,994 70,820,184 Public works 5,748,672 - 5,748,672 Highways and streets - 8,758,310 8,758,310 Recreation and culture 8,030,917 96,783 8,127,700 Other functions 2,251,682 12,930,993 15,182,675 Debt service: Principal 778,306 2,491,762 3,270,068 Interest 966,740 1,199,236 2,165,976 Capital outlay - 14,781,728 14,781,728 Total expenditures 106,636,758 50,058,119 156,694,877 Revenues under expenditures (323,171) (14,890,770) (15,213,941) Other financing sources (uses) Transfers in 1,831,865 14,349,725 16,181,590 Transfers out (6,093,827) (10,552,570) (16,646,397) Proceeds on sale of capital assets 689 - 689 Issuance of long-term debt - 10,197,000 10,197,000 Bond discount - (50,883) (50,883) Total other financing sources (uses) (4,261,273) 13,943,272 9,681,999 Net change in fund balances (4,584,444) (947,498) (5,531,942) Fund balances, beginning of year 5,076,237 27,545,804 32,622,041 Fund balances, end of year 491,793$ 26,598,306$ 27,090,099$ The accompanying notes are an integral part of the financial statements. -28- City of Lansing Reconciliation of the Statement of Revenues, Expenditures and Changes in Fund Balances of Governmental Funds to the Statement of Activities For the Year Ended June 30, 2010 Net change in fund balances - total governmental funds (5,531,942)$ Amounts reported for governmental activities in the statement of activities are different because: Governmental funds report capital outlay as expenditures. However, in the statement of activities, the cost of those assets is allocated over their estimated useful lives as depreciation expense. Add - capital outlay 16,262,497 Deduct - depreciation expense (12,880,797) Deduct - loss on disposal of capital assets (2,332,938) Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds, but rather are deferred to subsequent fiscal years. Add - change in ambulance fees 209,779 Deduct - change in nuisance fees (2,510) Add - change in long-term interest receivable 69,250 Deduct - change in deferred special assessments (19,155) Internal service funds are used by management to charge the costs of certain equipment maintenance to individual funds. The net increase (decrease) in the net assets of the internal service funds is reported with governmental activities. Deduct - net operating loss from governmental activities in internal service funds (2,995,122) Add - gain on sale of capital assets from governmental internal service funds 75,094 Deduct - interest expense from governmental internal service funds (53,886) Debt proceeds provide current financial resources to governmental funds in the period issued, but issuing debt increases long-term liabilities in the statement of net assets. Repayment of debt principal is an expenditure in the funds, but the repayment reduces long-term liabilities in the statement of net assets. Deduct - issuance of long-term debt (10,197,000) Add - principal payments on long-term liabilities 3,270,068 Add - discount on bond issuances 50,883 Certain expenditures are reported in governmental funds that reduce long-term liabilities for purposes of the statement of net assets. Deduct - increase in liability for workers' compensation (374,821) Some expenses reported in the statement of activites do not require the use of current financial resources and therefore are not reported as expenditures in the funds. Deduct - increase in accrued interest payable on long-term liabilities (27,796) Add - amortization of debt-related costs 18,370 Deduct - decrease in other postemployment benefit obligation (7,803,528) Deduct - decrease in net pension asset (798,115) Add - decrease in the accrual for compensated absences 1,007,999 Change in net assets of governmental activities (22,053,670)$ The accompanying notes are an integral part of the financial statements. -29- City of Lansing Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual General Fund For the Year Ended June 30, 2010 Budget Variance with Original Final Actual Final Budget Revenues Property taxes 38,678,220$ 38,478,220$ 37,965,131$ (513,089)$ Income taxes 30,300,000 29,100,000 27,408,443 (1,691,557) Licenses and permits 1,588,200 1,588,200 1,414,906 (173,294) Intergovernmental 17,643,793 15,543,793 15,352,251 (191,542) Charges for services 11,134,458 11,106,758 9,900,096 (1,206,662) Fines and forfeits 3,897,050 3,924,750 3,284,982 (639,768) Interest and rents 928,900 299,800 179,162 (120,638) Contributions 11,949,600 11,359,917 10,596,368 (763,549) Other revenues 152,200 181,300 212,248 30,948 Total revenues 116,272,421 111,582,738 106,313,587 (5,269,151) Expenditures General government: Attorney's office 1,351,000 1,339,000 1,338,553 447 City TV 195,805 191,705 190,440 1,265 City clerk 899,377 807,827 820,243 (12,416) Council 624,274 612,174 569,925 42,249 Courts 5,356,780 5,275,030 5,231,094 43,936 Internal audit 150,720 147,020 140,606 6,414 Finance 10,483,840 10,199,669 10,113,457 86,212 Library rental 160,000 160,000 152,110 7,890 LEPFA support 1,098,027 1,098,027 1,098,027 - Human resources 1,816,320 1,772,320 1,699,184 73,136 Mayor 725,144 713,944 692,250 21,694 Planning / neighborhood development 3,651,370 3,460,670 3,372,362 88,308 Budgetary savings from attrition (1,000,000) - - - Total general government 25,512,657 25,777,386 25,418,251 359,135 Public safety: Police 34,319,970 33,763,494 33,843,508 (80,014) Fire 30,050,300 29,527,678 29,598,682 (71,004) Total public safety 64,370,270 63,291,172 63,442,190 (151,018) Public works: Environmental 5,894,641 5,861,348 5,608,357 252,991 Sidewalks and alleys 197,449 195,742 140,315 55,427 Total public works 6,092,090 6,057,090 5,748,672 308,418 Parks and recreation 8,790,130 8,242,732 8,030,917 211,815 Other functions: Human relations / community services 667,910 651,410 638,229 13,181 Human services / community support 1,740,650 1,891,528 1,613,453 278,075 Total other functions 2,408,560 2,542,938 2,251,682 291,256 Continued… -30- City of Lansing Statement of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual (Concluded) General Fund For the Year Ended June 30, 2010 Budget Variance with Original Final Actual Final Budget Expenditures (concluded) Debt service: Principal 1,188,565$ 1,188,565$ 778,306$ 410,259$ Interest and fees 598,950 598,950 966,740 (367,790) Total debt service 1,787,515 1,787,515 1,745,046 42,469 Total expenditures 108,961,222 107,698,833 106,636,758 1,062,075 Revenues over (under) expenditures 7,311,199 3,883,905 (323,171) (4,207,076) Other financing sources (uses) Transfers in 915,579 915,579 1,831,865 916,286 Transfers out (8,238,778) (8,463,098) (6,093,827) 2,369,271 Proceeds on sale of capital assets 12,000 12,000 689 (11,311) Total other financing sources (uses)(7,311,199) (7,535,519) (4,261,273) 3,274,246 Net change in fund balance - (3,651,614) (4,584,444) (932,830) Fund balance, beginning of year 5,076,237 5,076,237 5,076,237 - Fund balance, end of year 5,076,237$ 1,424,623$ 491,793$ (932,830)$ The accompanying notes are an integral part of the financial statements. -31- CITY OF LANSING -32- Proprietary Fund Financial Statements Major Funds Sewage Disposal System Fund – This fund accounts for the provision of sewage disposal services to the residents of the City. Municipal Parking System Fund – This fund accounts for the operation of City-owned parking facilities. Nonmajor Funds and Internal Service Funds Nonmajor enterprise funds and internal service funds are presented, by fund type, beginning on the pages listed below: Enterprise funds, page 128. Internal Service funds, page 138. -33- City of Lansing Statement of Fund Net Assets Proprietary Funds June 30, 2010 Governmental Business-type Activities - Enterprise Funds Activities - Sewage Municipal Other Disposal Parking Enterprise Internal System System Funds Totals Service Funds Assets Current assets: Cash and cash equivalents -$ 355,647$ 31,978$ 387,625$ -$ Equity in pooled cash 707,538 - 1,503,360 2,210,898 3,256,624 Receivables: Accounts, net 3,479,536 85,450 596,063 4,161,049 673,284 Accrued interest - 122,441 - 122,441 - Lease receivable, current 526,513 1,650,709 - 2,177,222 - Inventories 85,529 - 106,739 192,268 824,893 Prepaids - - - - 777,620 Due from other funds 17,858,456 13,002,999 - 30,861,455 1,630,000 Advances to other funds - 271,454 - 271,454 - Restricted assets: Cash and cash equivalents 19,303,140 1,472,712 - 20,775,852 - Accounts receivable -226,495 - 226,495 - Accrued interest receivable 2,189 - - 2,189 - Total current assets 41,962,901 17,187,907 2,238,140 61,388,948 7,162,421 Noncurrent assets: Lease receivable 12,889,665 14,411,677 - 27,301,342 - Bond issue costs 451,456 1,374,082 - 1,825,538 3,705 Capital assets not being depreciated 94,780,653 12,686,588 523,653 107,990,894 55,297 Capital assets being depreciated, net 262,945,165 26,486,390 3,427,578 292,859,133 6,619,169 Total non-current assets 371,066,939 54,958,737 3,951,231 429,976,907 6,678,171 Total assets 413,029,840 72,146,644 6,189,371 491,365,855 13,840,592 Liabilities Current liabilities: Accounts payable 2,508,303 172,490 79,743 2,760,536 977,065 Deposits payable - 44,815 - 44,815 - Accrued interest payable 1,087,195 161,604 8,838 1,257,637 16,139 Accrued payroll 97,628 67,838 39,203 204,669 1,467,484 Retainage payable 70 - - 70 - Claims incurred but not reported - - - - 2,127,406 Due to other funds 2,286,962 - 380,000 2,666,962 - Interfund payable - 1,222,104 - 1,222,104 - Advances from other funds - 80,531 - 80,531 - Due to other governments 125,089 - - 125,089 - Unearned revenues - - 118,366 118,366 - Current portion of: Long-term debt 12,520,000 4,901,866 75,000 17,496,866 145,000 Compensated absences 243,559 102,503 26,133 372,195 458,164 Total current liabilities 18,868,806 6,753,751 727,283 26,349,840 5,191,258 Noncurrent liabilities: Long-term debt 173,653,605 45,719,036 552,923 219,925,564 760,000 Compensated absences 82,062 34,536 8,804 125,402 154,370 Total non-current liabilities 173,735,667 45,753,572 561,727 220,050,966 914,370 Total liabilities 192,604,473 52,507,323 1,289,010 246,400,806 6,105,628 Net assets Invested in capital assets, net of related debt 185,419,847 6,110,985 3,323,308 194,854,140 5,769,466 Restricted for debt retirement 18,218,134 - - 18,218,134 - Restricted for capital projects - 1,699,207 - 1,699,207 - Unrestricted 16,787,386 11,829,129 1,577,053 30,193,568 1,965,498 Total net assets 220,425,367$ 19,639,321$ 4,900,361$ 244,965,049$ 7,734,964$ The accompanying notes are an integral part of the financial statements. -34- City of Lansing Statement of Revenues, Expenses and Changes in Fund Net Assets Proprietary Funds For the Year Ended June 30, 2010 Governmental Business-type Activities - Enterprise Funds Activities - Sewage Municipal Other Disposal Parking Enterprise Internal System System Funds Totals Service Funds Operating revenues Charges for services 28,907,772$ 7,396,219$ 4,994,025$ 41,298,016$ 60,045,701$ Operating expenses Personal services 5,567,015 2,857,451 3,145,957 11,570,423 5,315,359 Purchase of goods and services 7,145,219 1,526,219 2,450,350 11,121,788 56,348,784 Depreciation 7,968,397 1,891,410 149,308 10,009,115 1,376,680 Total operating expenses 20,680,631 6,275,080 5,745,615 32,701,326 63,040,823 Operating income (loss) 8,227,141 1,121,139 (751,590)8,596,690 (2,995,122) Nonoperating revenues (expenses) Intergovernmental 11,887,299 - - 11,887,299 - Interest revenue 58,152 78,789 4,958 141,899 - Gain on sale of capital assets - - - - 75,094 Interest expense and fees (4,250,444)(2,024,015) (38,078)(6,312,537) (53,886) Other revenue 842 1,535,065 - 1,535,907 - Other expenses - (6,000) - (6,000) - Total nonoperating revenues (expenses) 7,695,849 (416,161) (33,120) 7,246,568 21,208 Income (loss) before contributions and transfers 15,922,990 704,978 (784,710)15,843,258 (2,973,914) Capital contributions - - 40,809 40,809 - Transfers in - - 784,259 784,259 - Transfers out (300,000) - (19,452) (319,452) - Change in net assets 15,622,990 704,978 20,906 16,348,874 (2,973,914) Net assets, beginning of year 204,802,377 18,934,343 4,879,455 228,616,175 10,708,878 Net assets, end of year 220,425,367$ 19,639,321$ 4,900,361$ 244,965,049$ 7,734,964$ The accompanying notes are an integral part of the financial statements. -35- City of Lansing Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2010 Governmental Business-type Activities - Enterprise Funds Activities - Sewage Municipal Other Disposal Parking Enterprise Internal System System Funds Totals Service Funds Cash flows from operating activities Cash received from customers 30,418,090$ 7,556,329$ 4,835,607$ 42,810,026$ -$ Cash received from interfund services - - - - 62,639,065 Cash payments for goods and services (23,348,822) (13,653,436)(2,308,566) (39,310,824) (56,130,540) Cash payments to employees (5,588,128) (2,869,553) (3,149,583) (11,607,264) (4,101,685) Other receipts 842 1,529,065 - 1,529,907 - Net cash provided by (used for) operating activities 1,481,982 (7,437,595) (622,542) (6,578,155) 2,406,840 Cash flows from noncapital financing activities Transfers in - - 784,259 784,259 - Transfers out (300,000) - (19,452) (319,452) - Net cash provided by (used for) noncapital financing activities (300,000) - 764,807 464,807 - Cash flows from capital and related financing activities Proceeds from sale of capital assets - - - - 75,094 Acquisition and construction of capital assets (25,530,031) (1,518,856) - (27,048,887) (2,501,014) Capital contributions received - - 40,809 40,809 - Capital grants received 11,887,299 - - 11,887,299 - Principal paid on revenue and general obligation bonds (11,135,000) (5,295,000) (70,000) (16,500,000) (135,000) Interest paid on revenue and general obligation bonds (4,269,270) (1,294,160) (37,470) (5,600,900) (53,233) Proceeds from issuance of long-term debt 20,781,706 1,266,691 - 22,048,397 - Payments received on capital lease (1,098,600) 2,309,454 - 1,210,854 - Net cash used for capital and related financing activities (9,363,896) (4,531,871) (66,661) (13,962,428) (2,614,153) Cash flows from investing activities Interest and dividends 58,152 78,789 4,958 141,899 - Net increase (decrease) in cash and cash equivalents (8,123,762) (11,890,677) 80,562 (19,933,877) (207,313) Cash and cash equivalents, beginning of year 28,134,440 13,719,036 1,454,776 43,308,252 3,463,937 Cash and cash equivalents, end of year 20,010,678$ 1,828,359$ 1,535,338$ 23,374,375$ 3,256,624$ Continued… -36- City of Lansing Statement of Cash Flows Proprietary Funds For the Year Ended June 30, 2010 Governmental Business-type Activities - Enterprise Funds Activities - Sewage Municipal Other Disposal Parking Enterprise Internal System System Funds Totals Service Funds Reconciliation of operating income (loss) to net cash provided by (used for) operating activities Operating income (loss) 8,227,141$ 1,121,139$ (751,590)$ 8,596,690$ (2,995,122)$ Adjustments to reconcile operating income (loss) to net cash provided by (used for) operating activities Depreciation expense 7,968,397 1,891,410 149,308 10,009,115 1,376,680 Other receipts 842 1,529,065 - 1,529,907 - Change in: Accounts receivable (527,686) 14,628 (158,418) (671,476) (398,579) Accrued interest receivable 7,825 145,482 - 153,307 - Inventories - - (34,564) (34,564) (5,892) Prepaids - - - - (185,331) Due from other funds (13,256,762)(13,002,999) - (26,259,761) (1,630,000) Interfund receivable - - - - 4,621,943 Advances from other funds - (271,454) - (271,454) - Accounts payable (1,978,215) (31,487) 7,211 (2,002,491) 85,203 Deposits payable - (3,095) - (3,095) - Accrued interest payable 52,285 10,664 (927) 62,022 (2,408) Accrued payroll (21,113) (12,102) (3,626) (36,841) 1,213,674 Claims incurred but not reported - - - - 263,990 Due to other funds 2,030,179 (1,028) 380,000 2,409,151 - Interfund payable (979,992) 1,222,104 (174,264) 67,848 - Unearned revenues - - (26,318) (26,318) - Compensated absences (40,919) (49,922) (9,354) (100,195) 62,682 Total adjustments (6,745,159) (8,558,734) 129,048 (15,174,845) 5,401,962 Net cash provided by (used for) operating activities 1,481,982$ (7,437,595)$ (622,542)$ (6,578,155)$ 2,406,840$ The accompanying notes are an integral part of the financial statements. -37- CITY OF LANSING -38- Fiduciary Fund Financial Statements Pension and Other Post Employment Benefit Trust Funds –Employee Pension and Other Trust funds accept payments made by the City, invest fund resources, and calculate and pay pensions to beneficiaries. Combining schedules for fiduciary funds are presented in the notes to the financial statements. Agency Funds –These funds account for resources held in a trustee or agent capacity for the 54-A District Court. Combining statements for agency funds are presented, by fund type, beginning on page 142. -39- City of Lansing Statement of Fiduciary Net Assets Fiduciary Funds June 30, 2010 Pension and Other Postemployment Benefit Agency Trust Funds Funds Assets Cash and cash equivalents 10,356,231$ -$ Equity in pooled cash - 116,080 Investments: U. S. Government obligations 78,766,936 - Corporate bonds 90,590,658 - Common stocks 110,095,139 - Mutual funds 132,593,856 - Contribution receivable 3,262 - Dividends and interest receivable 464,185 - Total assets 422,870,267 116,080$ Liabilities Accounts payable 6,060,285 -$ Undistributed receipts - 116,080 Total liabilities 6,060,285 116,080$ Net assets held in trust for Pension benefits 374,293,417 Other postemployment benefits 42,516,565 Total net assets 416,809,982$ The accompanying notes are an integral part of the financial statements. -40- City of Lansing Statement of Changes in Fiduciary Net Assets Pension and Other Postemployment Benefit Trust Funds For the Year Ended June 30, 2010 Additions Investment income: Net appreciation in fair value of investments 34,951,120$ Interest income 18,654,596 Dividend income 325,465 Less investment expenses (1,428,822) Net investment loss 52,502,359 Contributions: Employer 32,220,882 Plan members 4,152,462 Total contributions 36,373,344 Total additions (net of investment loss) 88,875,703 Deductions Participant benefits 57,843,783 Administrative expense 48,438 Total deductions 57,892,221 Net deductions to net assets held in trust 30,983,482 Net assets held in trust for pension and other postemployment benefits Beginning of year 385,826,500 End of year 416,809,982$ The accompanying notes are an integral part of the financial statements. -41- CITY OF LANSING -42- COMPONENT UNITS FINANCIAL STATEMENTS -43- CITY OF LANSING -44- Discretely Presented Component Units Discretely presented component units are entities that are legally separate from the City but for which the City is financially accountable, or their relationship with the City is such that exclusion would cause the City’s financial statements to be misleading or incomplete. The City has four discretely presented component units: Brownfield Redevelopment Authority Tax Increment Finance Authority Lansing Entertainment and Public Facilities Authority Smart Zone Complete financial statements for each of the individual component units may be obtained from the entity's administrative offices. -45- City of Lansing Combining Statement of Net Assets Component Units June 30, 2010 Lansing Tax Entertainment Brownfield Increment & Public Redevelopment Finance Facilities Smart Authority Authority Authority Zone Totals Assets Cash and cash equivalents 509,527$ 1,069,919$ 386,165$ -$ 1,965,611$ Receivables, net 2,461,024 198,975 262,176 2,612 2,924,787 Inventories, prepaids and other assets 30,568 173,678 92,041 - 296,287 Restricted cash and cash equivalents - 1,973,114 528,325 - 2,501,439 Capital assets being depreciated, net - - 86,893 - 86,893 Total assets 3,001,119 3,415,686 1,355,600 2,612 7,775,017 Liabilities Accounts payable and accrued liabilities 2,420,290 - 450,043 - 2,870,333 Accrued interest payable 19,897 13,132,130 - - 13,152,027 Unearned revenues - - 242,584 - 242,584 Long-term debt: Due within one year 450,000 1,560,073 10,814 - 2,020,887 Due in more than one year 820,000 23,548,198 13,229 - 24,381,427 Total liabilities 3,710,187 38,240,401 716,670 - 42,667,258 Net assets Invested in capital assets, net of related debt - - 62,850 - 62,850 Unrestricted (deficit) (709,068) (34,824,715) 576,080 2,612 (34,955,091) Total net assets (deficit)(709,068)$ (34,824,715)$ 638,930$ 2,612$ (34,892,241)$ The accompanying notes are an integral part of the financial statements. -46- City of Lansing Combining Statement of Activities Component Units For the Year Ended June 30, 2010 Lansing Tax Entertainment Brownfield Increment & Public Redevelopment Finance Facilities Smart Authority Authority Authority Zone Totals Expenses Brownfield redevelopment 3,938,907$ -$ -$ -$ 3,938,907$ Community development - 4,671,831 - 13,041 4,684,872 Recreation and culture - - 5,861,807 - 5,861,807 Total expenses 3,938,907 4,671,831 5,861,807 13,041 14,485,586 Program revenues Charges for services - - 4,805,894 - 4,805,894 Operating grants and contributions 2,950,785 - 1,098,027 - 4,048,812 Total program revenues 2,950,785 - 5,903,921 - 8,854,706 Net program revenue (expense) (988,122) (4,671,831) 42,114 (13,041) (5,630,880) General revenues Property taxes 1,308,465 5,452,216 - (9,125) 6,751,556 Unrestricted investment earnings 424 10,187 457 - 11,068 Total general revenues 1,308,889 5,462,403 457 (9,125) 6,762,624 Change in net assets 320,767 790,572 42,571 (22,166) 1,131,744 Net assets (deficit), beginning of year (1,029,835) (35,615,287) 596,359 24,778 (36,023,985) Net assets (deficit), end of year (709,068)$ (34,824,715)$ 638,930$ 2,612$ (34,892,241)$ The accompanying notes are an integral part of the financial statements. -47- CITY OF LANSING -48- NOTES to the FINANCIAL STATEMENTS -49- City of Lansing, Michigan Index Notes to the Financial Statements Page 1. SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES A. Reporting Entity .................................................................................................... 51 B. Basis of Presentation ............................................................................................. 53 C. Measurement Focus / Basis of Accounting .......................................................... 55 D. Assets, Liabilities and Equity ............................................................................... 56 2. STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY A. Budgetary Information .......................................................................................... 59 B. Deficit Fund Balance/Net Assets .......................................................................... 60 3. DETAILED NOTES ON ALL FUNDS A. Deposits and Investments ..................................................................................... 60 B. Deposits, Investments and Securities Lending –Pension Trust Fund .................. 62 C. Receivables ........................................................................................................... 65 D. Capital Assets ....................................................................................................... 66 E. Payables ................................................................................................................ 68 F. Interfund Receivables, Payables and Transfers .................................................... 68 G. Long-term Debt..................................................................................................... 70 H. Segment Information –Enterprise Funds ............................................................ 73 I. Endowments ......................................................................................................... 73 4. OTHER INFORMATION A. Risk Management ................................................................................................. 74 B. Property Taxes ...................................................................................................... 74 C. Contingent Liabilities .......................................................................................... 75 D. Defined Benefit Pension Plans ............................................................................. 75 E. Postemployment Benefits ..................................................................................... 82 -50- CITY OF LANSING, MICHIGAN Notes To Financial Statements NOTE 1 –SUMMARY OF SIGNIFICANT ACCOUNTING POLICIES 1-A. Reporting Entity The City of Lansing (the “City”) was incorporated in 1859. In 1909, the City came under the provisions of Act 279, P.A. 1909, as amended (“Home Rule City Act”). The City operates under a strong Mayor form of government in which the Mayor is responsible for implementation and administration of City policy as established by City Council. The accounting and reporting policies of the City conform in all material respects to generally accepted accounting principles (GAAP) as applicable to governments. The Governmental Accounting Standards Board (GASB) is the standard setting body for establishing governmental accounting and financial reporting principles, which are primarily set forth in the GASB’s Codification of Governmental Accounting and Financial Reporting Standards (GASB Codification). Following is a summary of the significant policies: As required by generally accepted accounting principles, these financial statements present the City and its component units, entities for which the City is considered to be financially accountable. The financial data of the component units are included in the City’s reporting entity because of the significance of their operational or financial relationships with the City. (1) Blended Component Units:A blended component unit is a legally separate entity from the City but is so intertwined with the City that it is, in substance, the same as the City. It is reported as part of the City and its financial data is combined with data of the appropriate funds. The City has one blended component unit, the Building Authority with a fiscal June 30 year-end. This component unit provides services primarily to benefit the City. The blended unit is described as follows: (a) Building Authority (the “Authority”):The Authority was established by the City under Act 31, Michigan Public Acts of 1948. The Mayor, with the advice and consent of City Council, appoints the Authority's governing body and designates management. The Authority uses the proceeds of its tax-exempt bonds to finance the construction or acquisition of capital assets for the City only. The bonds are secured by lease agreements with the City and will be retired through lease payments from the City. The financial activity, assets, liabilities and equity of the Authority are incorporated within the City’s Municipal Parking System and Golf enterprise funds, and the 1998 Building Authority Debt Service Fund. (2)Discretely Presented Component Units:Discretely presented component units are entities that are legally separate from the City but for which the City is financially accountable, or their relationship with the City is such that exclusion would cause the City’s financial statements to be misleading or incomplete. The City has four discretely presented component units, the Brownfield Redevelopment Authority, the Tax Increment Financing Authority, the Lansing Entertainment and Public Facilities Authority, and the Smart Zone, each with a fiscal June 30 year-end. The discretely presented component units are as follows: -51- CITY OF LANSING, MICHIGAN Notes To Financial Statements (a)Brownfield Redevelopment Authority:The Brownfield Redevelopment Authority was established by the City on August 17, 1997, under the authority contained in Act 381, Michigan Public Acts of 1996 (the “Act”). The Act authorizes the City to establish and to designate the boundaries of a Brownfield redevelopment zone. The Brownfield Redevelopment Authority is appointed by City Council to preside over such a zone, and it is authorized to promote the revitalization of environmentally distressed areas within the City of Lansing. The Act allows the Brownfield Redevelopment Authority to participate in a broad range of improvement activities intended to encourage the reuse of industrial and commercial property by offering economic incentives for redevelopment to prevent property value deterioration. Tax increment financing plans must be approved by the City. Tax increment financing permits the Brownfield Redevelopment Authority to capture tax revenues which are attributable to increases in the value of real and personal property located within an approved project area. Current activities of the Brownfield Redevelopment Authority include collections of property tax revenues on project areas for the Rite Aid Pharmacy and the former Motor Wheel Site Plant. (b)Tax Increment Finance Authority (“TIFA”):The TIFA was established by the City under the authority contained in Act 450, Michigan Public Acts of 1981 (“Act 450”). Act 450 authorizes the City to designate specific districts within its corporate limits as TIFA districts. The TIFA presides over such districts, formulating plans for public improvements, economic development, neighborhood revitalization, and historic preservation within the districts. Act 450 allows the TIFA to participate in a broad range of improvement activities intended to contribute to economic growth and prevent property value deterioration. The TIFA’s governing body is appointed by the Mayor with the advice and consent of the City Council. Bond issuances, to fund the above activities, are approved by the City Council and the legal liability for the debt remains with the City. (c)Lansing Entertainment and Public Facilities Authority (“LEPFA”):LEPFA was established under the charter of the City of Lansing in February 1996, replacing the former Greater Lansing Convention/Exhibition Authority, which had been responsible for operating and managing the Lansing Center and the Lansing Civic Arena (the latter through the fiscal year ended June 30, 1995). LEPFA was established to oversee the management and operations of the Lansing Center, the City Market and the Cooley Law School stadium. LEPFA is chartered as a building authority under the provisions of Act 31, Public Acts of Michigan, 1948. In the event of dissolution or termination of LEPFA, all assets and rights of the Authority shall revert to the City. LEPFA's Board of Commissioners consists of thirteen members appointed by the Mayor of the City of Lansing and approved by the City Council. -52- CITY OF LANSING, MICHIGAN Notes To Financial Statements (d)Lansing Regional SmartZone (“Smart Zone”): The Smart Zone was established by the City of Lansing and the City of East Lansing under the authority contained in Act 281, Public Act of Michigan of 1986 (“Act 281”). Act 281 authorizes the Cities to create a multi-jurisdictional local development finance authority. The Smart Zone shall be known and exercise its powers under title of the Local Development Finance Authority of the Cities of Lansing and East Lansing. The Smart Zone was created in order to eliminate the conditions of unemployment, underemployment and joblessness, and to promote economic growth in the City. The Smart Zone's Board of Commissioners consists of seven members, three of which are appointed by the City of Lansing, three are appointed by the City of East Lansing, and one is appointed by the Ingham County Board of Commissioners. Component Unit Financial Statements: Complete financial statements for each of the individual component units may be obtained from the entity's administrative offices. City of Lansing Building Authority 8th Floor 124 West Michigan Avenue Lansing, Michigan 48933 Brownfield Redevelopment Authority 401 S. Washington Square, Suite 100 Lansing, Michigan 48933 Tax Increment Finance Authority 401 S. Washington Square, Suite 100 Lansing, Michigan 48933 Lansing Entertainment and Public Facility Authority 333 East Michigan Avenue Lansing, Michigan 48933 1-B. Basis of Presentation Government-wide Financial Statements. The statements of net assets and activities display information about the primary government (the City) and its component units. These statements include the financial activities of the overall government, except for fiduciary activities. Eliminations have been made to minimize the double-counting of internal activities. These statements distinguish between the City’s governmental and business-type activities. Governmental activities generally are financed through taxes, intergovernmental revenues and other nonexchange transactions. Business-type activities are financed in whole or in part by fees charged to external parties. The statement of activities presents a comparison between direct expenses and program revenues for the different business-type activities of the City and for each function of the City’s governmental activities. Direct expenses are those that are specifically associated with a program or function and, therefore, are clearly identifiable to a particular function. Indirect expense allocations that have been made in the funds have been reversed for the statement of activities. Program revenues include (a) fees, fines and charges paid by the recipients of goods or services offered by the programs and (b) grants and contributions that are restricted to meeting the operational or capital requirements of a particular program. Revenues that are not classified as program revenues, including all taxes, are presented as general revenues. -53- CITY OF LANSING, MICHIGAN Notes To Financial Statements Fund Financial Statements. The fund financial statements provide information about the City’s funds, including its fiduciary funds and blended component unit. Separate statements for each fund category –governmental, proprietary and fiduciary – are presented. The emphasis of fund financial statements is on major governmental and enterprise funds, each displayed in a separate column. All remaining governmental and enterprise funds are aggregated and reported as nonmajor funds. The City reports the following major governmental fund: General fund.This fund is the City’s primary operating fund. It accounts for all financial resources of the general government, except those required to be accounted for in another fund. The City reports the following major enterprise funds: Sewage Disposal System Fund. This fund accounts for the provision of sewage disposal services to the residents of the City. Municipal Parking System Fund. This fund accounts for the operating of City-owned parking facilities. Additionally, the City reports the following fund types: Special revenue funds. These funds account for revenue sources that are legally restricted to expenditures for specific purposes not including major capital projects. Debt service funds. These funds account for the resources accumulated and payments made for principal and interest on long-term general obligation debt of governmental funds. Capital projects funds. These funds account for the acquisition of capital assets or construction of major capital projects not being financed by proprietary funds. Permanent funds. These funds account for resources that are legally restricted to the extent that only earnings, and not principal, may be used for purposes that support the government’s programs. Enterprise funds. These funds account for those operations that are financed and operated in a manner similar to private business or where the City has decided that the determination of revenues earned, costs incurred and/or net income is necessary for management accountability. Internal service funds. These funds account for operations that provide services to other departments or agencies of the City, or to other governments, on a cost-reimbursement basis. This includes operating a maintenance facility for trucks and equipment used by the Public Service Department, and health care self-insurance services. Pension and other postemployment benefit trust funds. These funds account for the accumulation of resources to be used for retirement annuity payments to eligible full-time employees of the City, certain healthcare costs, and other retirement distributions. -54- CITY OF LANSING, MICHIGAN Notes To Financial Statements Agency Funds. These funds account for resources held in a trustee or agent capacity for the 54- A District Court. 1-C. Measurement Focus / Basis of Accounting Government-wide, Proprietary and Fiduciary Fund Financial Statements. The government-wide, proprietary and fiduciary fund financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, except for agency funds, which do not have a measurement focus. Revenues are recorded when earned and expenses are recorded at the time liabilities are incurred, regardless of when the related cash flows take place. Proprietary fund operating revenues, such as charges for services, result from exchange transactions associated with the principal activity of the fund. Exchange transactions are those in which each party receives and gives up essentially equal values. Nonoperating revenues, such as subsidies and investment earnings, result from nonexchange transactions or ancillary activities. 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 operations. The principal operating revenues of the City’s enterprise and internal service funds are charges to customers for sales and services. Operating expenses for enterprise funds and internal service funds 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. Nonexchange transactions, in which the City gives (or receives) value without directly receiving (or giving) equal value in exchange, include property taxes, grants, entitlements and donations. On an accrual basis, revenue from property taxes is recognized in the fiscal year for which the taxes are levied. Revenue from grants, entitlements and donations is recognized in the fiscal year in which all eligibility requirements have been satisfied. Governmental Fund Financial Statements. Governmental funds are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Under this method, revenues are recognized when measurable and available. The City considers all revenues reported in the governmental funds to be available if they are collected within three months after year-end, except for income taxes that use a 45-day collection period, property taxes that use a 60- day collection period, and reimbursement-based grants that use one year. Property taxes, income taxes, franchise taxes, licenses and interest are considered to be susceptible to accrual. Expenditures are recorded when the related fund liability is incurred, except for principal and interest on general long-term debt, compensated absences, and claims and judgments, which are recognized as expenditures to the extent they have matured. General capital asset acquisitions are reported as expenditures in governmental funds. Proceeds of general long-term debt and acquisitions under capital leases, if any, are reported as other financing sources. Under the terms of grant agreements, the City funds certain programs by a combination of specific cost-reimbursement grants, categorical block grants, and general revenues. Thus, when program expenses are incurred, there are both restricted and unrestricted net assets available to finance the program. It is the City’s policy to first apply cost-reimbursement grant resources to such programs, followed by categorical block grants, and then by general revenues, subject to satisfying any grant program matching provisions. -55- CITY OF LANSING, MICHIGAN Notes To Financial Statements All governmental and business-type activities and enterprise funds of the City follow private-sector standards of accounting and financial reporting issued prior to December 1, 1989, unless those standards conflict with guidance of the Governmental Accounting Standards Board. Governments also have the option of following subsequent private-sector guidance for their business-type activities and enterprise funds, subject to this same limitation. The City has elected not to follow subsequent private-sector guidance. As a general rule the effect of interfund activity has been eliminated from the government-wide financial statements. Exceptions to this general rule are payments in lieu of taxes and various other functions of the government. Elimination of these charges would distort the direct costs and program revenues reported for the various functions concerned. 1-D. Assets, Liabilities and Equity Deposits and Investments The City maintains an investment pool for all City funds. Each fund’s portion of the investment pool is displayed on the statement of net assets/balance sheet as “equity in pooled cash.” The City’s cash and cash equivalents are considered to be cash on hand, demand deposits and short-term investments with original maturities of three months or less from the date of acquisition. State statutes authorize the government to deposit in the accounts of federally insured banks, credit unions, and savings and loan associations, and to invest in obligations of the U.S. Treasury, certain commercial paper, repurchase agreements, bankers’ acceptances, and mutual funds composed of otherwise legal investments. Investments are stated at fair value. Short-term investments are reported at cost, which approximates fair value. Securities traded on a national or international exchange are valued at the last reported sales price at current exchange rates. Mortgages are valued on the basis of future principal and interest payments, and are discounted at prevailing interest rates for similar instruments. Investments that do not have established market values are reported at estimated fair value. Cash deposits are reported at carrying amounts, which reasonably approximates fair value. Unrealized appreciation or depreciation on pension trust fund investments due to changes in fair value are recognized each year. Receivables and Payables All trade and delinquent property tax receivables are shown net of an allowance for uncollectibles, as applicable. Certain notes receivable in governmental funds consist of rehabilitation and redevelopment loans that are generally not expected or scheduled to be collected in the subsequent year. Activity between funds that are representative of lending/borrowing arrangements outstanding at the end of the fiscal year are referred to as either interfund receivables/payables (i.e., the current portion of interfund loans) or advances to/from other funds (i.e., the non-current portion of interfund loans). All other outstanding balances between funds are reported as due to/from other funds. Any residual balances outstanding between the governmental and business-type activities are reported in the government-wide financial statements as internal balances. -56- CITY OF LANSING, MICHIGAN Notes To Financial Statements Inventories, Prepaid Items and Other Assets All inventories are valued at cost using the first-in/first-out method. Inventories of governmental funds are recorded as expenditures when consumed. 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. Capital Assets Capital assets, which include property, plant, equipment, and infrastructure assets (e.g., roads, bridges, sidewalks, and similar items acquired or constructed since June 30, 1980), are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets that are used for governmental activities are only reported in the government-wide statements. Infrastructure (“public domain”) assets, including roads, bridges, sanitary sewers, drains, curbs, and gutters are capitalized. With this measurement focus, all assets and liabilities (whether current or noncurrent) associated with the operations of these funds are included on the government-wide statement of net assets. All land and non-depreciable land improvements are capitalized, regardless of cost. Equipment and vehicles are capitalized when the cost of individual items exceed $5,000. The road and sewer networks are all capitalized regardless of cost. Buildings are capitalized over $100,000, and the recreational facilities’ thresholds range from $25,000 to $50,000. Capital assets of the primary government are depreciated using the straight-line method over the following estimated useful lives: Assets Years Buildings 20-50 Improvements 8-50 Equipment 3-15 Sanitary sewers 50 Infrastructure 10-75 -57- CITY OF LANSING, MICHIGAN Notes To Financial Statements Compensated Absences It is the government’s policy to permit employees to accumulate earned but unused vacation and compensatory time benefits, subject to certain limitations. Certain bargaining unit employees are also permitted to accumulate earned but unused sick leave. All vacation and compensatory time pay and 50 percent of sick leave are accrued when incurred in the government-wide and proprietary fund financial statements. 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. Long-term Obligations In the government-wide financial statements, and proprietary fund types in the 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 assets. Bond premiums and discounts, as well as issuance costs, are deferred and amortized over the life of the bonds using the effective interest method. Bonds payable are reported net of the applicable bond premium or discount. Bond issuance costs are reported as deferred charges and amortized over the term of the related debt. In the fund financial statements, governmental fund types recognize bond premiums and discounts, as well as bond issuance costs, during the current period. The face amount of debt issued is reported as other financing sources. Premiums received on debt issuances are reported as other financing sources while discounts on debt issuances are reported as other financing uses. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as debt service expenditures. Fund Equity In the fund financial statements, governmental funds report reservations of fund balance for amounts that are not available for appropriation or are legally restricted by outside parties for a specific purpose. Fund balance designations represent tentative management plans that are subject to change. -58- CITY OF LANSING, MICHIGAN Notes To Financial Statements NOTE 2 –STEWARDSHIP, COMPLIANCE AND ACCOUNTABILITY 2-A. Budgetary Information The City follows these procedures in establishing the budgetary data reflected in the financial statements: On or before the fourth Monday in March, the Mayor submits to the City Council a proposed operating budget for the fiscal year commencing the following July 1. The operating budget includes proposed expenditures and the means of financing them. A public hearing on the proposed use of funds is held by the Mayor, and a public hearing on the annual appropriations as proposed by the City Council is held no later than one week prior to adoption of the annual appropriation measure. Not later than the third Monday in May, the Council adopts a budget for the ensuing fiscal year, makes an appropriation of the money needed therefore, and sets the property tax rate necessary to support the appropriations measure. The appropriated budget is prepared by fund, department and the mandatory expenditure accounts as established by the State of Michigan’s Uniform Chart of Accounts. The legal level of budgetary control is the mandatory expenditure accounts level. The mandatory accounts are personal services, supplies and operating expense, capital outlay, debt service, transfers and contingency. Transfers of appropriations between the mandatory accounts require the approval of the City Council. However, the Mayor may authorize budget transfers between mandatory accounts in a department, but the additional amount may not exceed fifteen (15%) of the Council's appropriation being added to, or five thousand dollars ($5,000), whichever is less. Budget-to-actual schedules that demonstrate compliance at the legal level of budgetary control are not included herein as it would be impractical due to the high level of detail that would be needed. Such schedules are included in the City's separately issued Budget Report. Copies of the report may be obtained from the Finance Department, 124 West Michigan Avenue, Lansing, Michigan 48933. The City formally adopts operating budgets for the General Fund and all Special Revenue Funds. Budgetary integration is employed as a management control device during the year for all budgeted funds. Except for the General Fund, these budgets are adopted on a basis consistent with generally accepted accounting principles ("GAAP"). In the General Fund, capital lease payments / installment payments are budgeted, but capital lease acquisitions are not. Appropriations lapse at year-end for all annual budgets. Appropriations are automatically carried forward for project-type budgets. Encumbrance accounting is employed in governmental funds. Encumbrances (e.g., purchase orders or contracts) outstanding at year end are reported as reservations of fund balances and do not constitute expenditures or liabilities because the commitments will be reappropriated and honored during the subsequent year. -59- CITY OF LANSING, MICHIGAN Notes To Financial Statements 2-B. Deficit Fund Balance/Net Assets Governmental activities has a deficit in unrestricted net assets in the amount of $7,649,432 at June 30, 2010. Total net assets amounted to a positive $193,191,685. The Special Assessments capital projects fund has a deficit fund balance of $149,673. The fund received a long-term advance from the general fund that was used to provide the working capital for the fund in prior years. The deficit is the result of deferred special assessments receivable. As special assessments are collected, this deficit will be eliminated, and the advance repaid. The Golf enterprise fund has a deficit in unrestricted net assets in the amount of $136,937 at June 30, 2010. Total net assets amounted to a positive $2,166,061. The Fringe benefits internal service fund has a deficit net asset balance of $2,146,007. NOTE 3 –DETAILED NOTES ON ALL FUNDS 3-A. Deposits and Investments Following is a reconciliation of deposit and investment balances for the primary government (including both pooled cash and investments as well as pension trust fund balances; see Note 3-B) as of June 30, 2010: Statement of Net Assets Cash and investments $ 42,590,934 Restricted cash and investments 20,775,852 Statement of Fiduciary Net Assets Pension trust funds: Cash and cash equivalents 10,356,231 Investments 412,046,589 Agency fund - Equity in pooled cash 116,080 Total $ 485,885,686 -60- CITY OF LANSING, MICHIGAN Notes To Financial Statements Deposits and Investments: Bank deposits: Checking/savings accounts $ 8,977,752 Certificates of deposit (due within one year) 2,020,061 Investments in securities and mutual funds: Pooled investments 52,339,516 Pension investments 422,402,820 Cash on hand 145,537 Total $ 485,885,686 The City chooses to disclose its pooled investments by specifically identifying each. As of year end, the City had the following pooled investments. Carrying Amount (Fair Value) Credit Rating Mutual and cash management funds (uncategorized as to risk)$ 52,339,516 -n/a- Interest Rate Risk. State law limits the allowable investments and the maturities of some of the allowable investments as identified in the summary of significant accounting policies. The City’s investment policy does not have specific limits in excess of state law on investment maturities as a means of managing its exposure to fair value losses arising from increasing interest rates. Credit Risk. State law limits investments to specific government securities, certificates of deposit and bank accounts with qualified financial institutions, commercial paper with specific maximum maturities and ratings when purchased, bankers acceptances of specific financial institutions, qualified mutual funds and qualified external investment pools as identified in the list of authorized investments in the summary of significant accounting policies. The City’s investment policy does not have specific limits in excess of state law on investment credit risk. Credit risk ratings, where applicable, have been identified above for the City’s investments. Custodial Credit Risk – Deposits. Custodial credit risk is the risk that in the event of a bank failure, the City’s deposits may not be returned. State law does not require and the City does not have a policy for deposit custodial credit risk. As of year-end, $12,504,962 of the City’s bank balance of $13,344,356 was exposed to custodial credit risk because it was uninsured and uncollateralized. The City’s investment policy does not specifically address this risk, although the City believes that due to the dollar amounts of cash deposits and the limits of FDIC insurance, it is impractical to insure all bank deposits. As a result, the City evaluates each financial institution with which it deposits City funds and assesses the level of risk of each institution; only those institutions with an acceptable estimated risk level are used as depositories. -61- CITY OF LANSING, MICHIGAN Notes To Financial Statements Custodial Credit Risk – Investments. For an investment, custodial credit risk 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. State law does not require and the City does not have a policy for investment custodial credit risk. On the investments listed above, there is no custodial credit risk, as these investments are uncategorized as to credit risk. Concentration of Credit Risk. State law limits allowable investments but does not limit concentration of credit risk as identified in the list of authorized investments in the summary of significant accounting policies. The City’s investment policy does not have specific limits in excess of state law on concentration of credit risk. All investments held at year end are reported above. 3-B. Deposits, Investments and Securities Lending –Pension Trust Funds The deposits and investments of the City’s pension trust funds are maintained separately from the City’s pooled cash and investments, and are subject to separate investment policies and state statutes. Accordingly, the required disclosures for the pension deposits and investments are presented separately. Deposits - The pension trust funds do not maintain any checking or other demand/time deposit accounts. Amounts reported as cash and cash equivalents in the statement of plan net assets are composed entirely of short-term investments in money market accounts. Investments - The Michigan Public Employees Retirement Systems’ Investment Act, Public Act 314 of 1965, as amended, authorizes the pension trust funds to invest in stocks, government and corporate securities, mortgages, real estate, and various other investment instruments, subject to certain limitations. The retirement boards have the responsibility and authority to oversee the investment portfolio. Various professional investment managers are contracted to assist in managing the pension trust funds’ assets. All investment decisions are subject to Michigan law and the investment policy established by the retirement boards. -62- CITY OF LANSING, MICHIGAN Notes To Financial Statements The investments of each pension trust fund are held in a bank administered trust fund. Following is a summary of pension investments as of June 30, 2010: Employees' Police Money Employees' and Fire Purchase Retiree Retirement Retirement Pension Health Care System System Plan VEBA Totals Investments at fair value, as determined by quoted market price: U.S. treasuries: Not on securities loan 3,353,749$ 5,177,154$ -$ -$ 8,530,903$ On securities loan 3,022,662 4,153,612 - - 7,176,274 U.S. agencies: Not on securities loan 24,469,666 34,175,078 - - 58,644,744 On securities loan 2,416,687 1,998,328 - - 4,415,015 Domestic corporate securities: Not on securities loan 39,217,697 51,372,961 - - 90,590,658 Domestic equities: Not on securities loan 36,500,454 51,320,106 - - 87,820,560 On securities loan 9,964,870 12,309,709 - - 22,274,579 Real estate investment funds 6,630,000 9,099,000 - - 15,729,000 International equity mutual funds 17,435,000 22,302,000 - - 39,737,000 Domestic equity mutual funds 23,451,000 41,205,000 1,602,159 5,305,848 71,564,007 Domestic debt securities mutual funds - - - 5,563,847 5,563,847 Money market funds 4,963,096 5,393,135 - 2 10,356,233 Total investments 171,424,881$ 238,506,083$ 1,602,159$ 10,869,697$ 422,402,820$ Credit Risk.The City’s pension investment policies provide that at least 90% of its investments in fixed income securities be rated BBB- or better by a nationally recognized statistical rating organization and the remaining 10% be rated at least B- or better. The City’s pension investments were rated by Standard & Poor’s as follows: Employees' Police Money Employees' and Fire Purchase Retiree Retirement Retirement Pension Health Care System System Plan VEBA Totals AAA 32,502,089$ 44,971,075$ -$ -$ 77,473,164$ Not rated 39,978,375 51,906,063 - 5,563,847 97,448,285 Assets not subject to credit risk 98,944,417 141,628,945 1,602,159 5,305,850 247,481,371 171,424,881$ 238,506,083$ 1,602,159$ 10,869,697$ 422,402,820$ -63- CITY OF LANSING, MICHIGAN Notes To Financial Statements Custodial Credit Risk. For investments, custodial credit risk 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 pension investment policies require that investment securities be held in trust by a third-party institution in the name of the pension trust fund. As such, although uninsured and unregistered, the City’s pension investments are not exposed to custodial credit risk since the securities are held by the counterparty’s trust department in the name of the pension trust fund. Short-term investments in money market funds are not subject to custodial credit risk. Concentration of Credit Risk. At June 30, 2010, the pension investment portfolio was concentrated as follows: Police Employees' and Fire Retirement Retirement Investment Type Issuer System System U.S. Agencies FNMA 6.0% 8.0% The City’s pension investment policies require diversification of fixed income securities; however, they do not specify percentages of dollar amounts by industry or issuer. Interest Rate Risk. As of June 30, 2010, maturities of the City’s pension debt securities were as follows: Investment Maturities (Fair Value) Less than More than 1 year 1 - 5 years 6 - 10 years 10 years Total Employees' Retirement System: U.S. treasuries 4,931$ 976,994$ 1,549,901$ 3,844,587$ 6,376,413$ U.S. agencies 2,317 2,158,228 9,992,398 14,733,411 26,886,354 Domestic corporate securities 39,217,697 - - - 39,217,697 39,224,945$ 3,135,222$ 11,542,299$ 18,577,998$ 72,480,464$ Police and Fire Retirement System: U.S. treasuries 5,937$ 1,138,168$ 3,346,072$ 4,840,590$ 9,330,767$ U.S. agencies 12,321 3,074,747 13,800,898 19,285,444 36,173,410 Domestic corporate securities 51,183,225 189,736 - - 51,372,961 51,201,483$ 4,402,651$ 17,146,970$ 24,126,034$ 96,877,138$ -64- CITY OF LANSING, MICHIGAN Notes To Financial Statements The City’s pension investment policies provide that the average duration of fixed income securities shall not deviate from the Lehman Brothers Aggregate Index duration by +/-20%. Securities Lending. Under contracts approved by the City, the pension trust funds are permitted to lend their securities to broker-dealers and banks (borrowers) for collateral that will be returned for the same securities in the future. The pension trust funds’ custodial banks manage the securities lending programs and receive cash as collateral. The collateral securities cannot be pledged or sold by the City unless the borrower defaults. Collateral cash is initially pledged at 100 percent of the fair value of the securities lent, and may not fall below 95 percent of the market value of the loaned security during the term of the loan. At all times, collateral cannot be more than $100,000 less than the market value of the loaned security. There are no restrictions on the amount of securities that can be loaned. Securities on loan at year-end are classified in the preceding schedule of custodial credit risk according to the category for the collateral received on the securities lent. At year-end, the pension trust funds have no credit risk exposure to borrowers because the amounts the City owes the borrowers exceed the amounts the borrowers owe the City. The contract with the pension trust fund custodians require them to indemnify the City if the borrowers fail to return the securities (and if the collateral is inadequate to replace the securities lent) or fail to pay the City for income distributions by the securities’ issuers while the securities are on loan. 3-C. Receivables Receivables are comprised of the following: Business- Governmental type Activities Activities Accounts receivable, net 17,948,865$ 4,161,049$ Taxes receivable 1,029,824 - Special assessments receivable 913,800 - Loans receivable 1,439,990 - Accrued interest receivable 1,872,078 122,441 Due from other governments 12,445,129 - Due from other component units 1,589,214 - Lease receivable - 29,478,564 37,238,900$ 33,762,054$ Amount not expected to be collected within one year 4,129,780$ 25,348,784$ -65- CITY OF LANSING, MICHIGAN Notes To Financial Statements 3-D. Capital Assets Capital assets activity for the year ended June 30, 2010, was as follows: Primary government Beginning Ending Balance Increases Decreases Balance Governmental activities Capital assets, not being depreciated: Land 24,747,436$ -$ -$ 24,747,436$ Construction in progress 7,140,656 5,469,713 (3,558,919) 9,051,450 Total capital assets not being depreciated 31,888,092 5,469,713 (3,558,919) 33,798,886 Capital assets, being depreciated: Land improvements 10,990,102 1,019,963 - 12,010,065 Equipment and vehicles 41,250,700 3,038,069 (965,903) 43,322,866 Buildings 111,805,981 2,185,625 (610,910) 113,380,696 Infrastructure 308,654,778 10,609,061 (15,555,227) 303,708,612 Total capital assets being depreciated 472,701,561 16,852,718 (17,132,040) 472,422,239 Less accumulated depreciation for: Land improvements (5,456,914) (457,318) - (5,914,232) Equipment and vehicles (34,613,677) (2,138,091) 965,903 (35,785,865) Buildings (54,935,703) (3,234,197) 610,910 (57,558,990) Infrastructure (188,155,290) (8,427,871) 13,222,289 (183,360,872) Total accumulated depreciation (283,161,584) (14,257,477) 14,799,102 (282,619,959) Total capital assets, being depreciated, net 189,539,977 2,595,241 (2,332,938) 189,802,280 Governmental activities capital assets, net 221,428,069$ 8,064,954$ (5,891,857)$ 223,601,166$ -66- CITY OF LANSING, MICHIGAN Notes To Financial Statements Beginning Ending Balance Increases Decreases Balance Business-type activities Capital assets, not being depreciated: Land 13,598,708$ -$ -$ 13,598,708$ Construction in progress 67,677,221 27,273,539 (558,574) 94,392,186 Total capital assets not being depreciated 81,275,929 27,273,539 (558,574) 107,990,894 Capital assets, being depreciated: Land improvements 23,389,871 - - 23,389,871 Equipment and vehicles 5,625,743 179,146 (26,610) 5,778,279 Buildings 195,010,154 1,566,723 - 196,576,877 Sewers 236,228,703 435,668 (1,847,615) 234,816,756 Total capital assets being depreciated 460,254,471 2,181,537 (1,874,225) 460,561,783 Less accumulated depreciation for: Land improvements (9,786,991) (560,184) - (10,347,175) Equipment and vehicles (4,688,552) (266,730) 26,610 (4,928,672) Buildings (91,910,216) (4,250,242) - (96,160,458) Sewers (51,334,386) (4,931,959) - (56,266,345) Total accumulated depreciation (157,720,145) (10,009,115) 26,610 (167,702,650) Total capital assets, being depreciated, net 302,534,326 (7,827,578) (1,847,615) 292,859,133 Business-type activities capital assets, net 383,810,255$ 19,445,961$ (2,406,189)$ 400,850,027$ Depreciation expense was charged to functions/programs of the primary government as follows: Governmental activities: General government 659,256$ Public safety 599,988 Public works 8,442,367 Recreation and culture 1,563,732 Community development 1,615,454 Internal service 1,376,680 Total depreciation expense - governmental activities 14,257,477$ Business-type activities: Sewage disposal system 7,968,397$ Municipal parking system 1,891,410 Golf 107,143 Other 42,165 Total depreciation expense - business-type activities 10,009,115$ -67- CITY OF LANSING, MICHIGAN Notes To Financial Statements 3-E. Payables Accounts payable and accrued liabilities are comprised of the following: Business- Governmental type Activities Activities Accounts payable 5,282,175$ 2,760,536$ Deposits payable 49,575 44,815 Accrued payroll 3,303,167 204,669 Contract retainage payable 2,188,150 70 Indemnity bonds 1,920 - Due to other governments 2,233,628 125,089 Other 2,532,730 - 15,591,345$ 3,135,179$ 3-F. Interfund Receivables, Payables and Transfers At June 30, 2010, amounts due to/due from other funds were as follows: Due From Nonmajor Sewage Nonmajor General Governmental Disposal Enterprise Fund Funds System Funds Total Due to: General Fund -$ 1,902,453$ 2,286,962$ -$ 4,189,415$ Nonmajor governmental funds 339,507 4,100,000 - 300,000 4,739,507 Sewage Disposal System 17,858,456 - - - 17,858,456 Municipal Parking System 13,002,999 - - - 13,002,999 Internal service funds - 1,550,000 - 80,000 1,630,000 31,200,962$ 7,552,453$ 2,286,962$ 380,000$ 41,420,377$ The above balances generally resulted from a time lag between the dates that interfund goods and services are provided or reimbursable expenditures occur, transactions are recorded in the accounting system, and payments between funds are made. -68- CITY OF LANSING, MICHIGAN Notes To Financial Statements At June 30, 2010, advances to/due from other funds were as follows: Advances To Advances From Other Funds Other Funds Nonmajor governmental funds 80,531$ 271,454$ Municipal Parking System 271,454 80,531 351,985$ 351,985$ In addition, at June 30, 2010, the following interfund receivables/payables were reported for funds with negative equity in pooled cash and investments: Interfund Interfund Receivable Payable Nonmajor governmental funds 1,250,211$ 28,107$ Municipal parking system - 1,222,104 1,250,211$ 1,250,211$ For the year ended June 30, 2010, interfund transfers consisted of the following: Transfers In Nonmajor Nonmajor General Governmental Enterprise Fund Funds Funds Total Transfers Out: General Fund -$ 5,575,265$ 518,562$ 6,093,827$ Nonmajor governmental funds 1,531,865 8,755,008 265,697 10,552,570 Sewage Disposal System 300,000 - - 300,000 Nonmajor enterprise funds - 19,452 - 19,452 1,831,865$ 14,349,725$ 784,259$ 16,965,849$ Transfers are used to: (1) move revenues from the fund that is required to collect them to the fund that is required or allowed to expend them; (2) move receipts restricted to or allowed for debt service from the funds collecting the receipts to the debt service fund as debt service payments become due; and (3) use unrestricted revenues collected in the general fund to finance various programs accounted for in other funds in accordance with budgetary authorizations. -69- CITY OF LANSING, MICHIGAN Notes To Financial Statements 3-G. Long-term Debt General obligation bonds. The government issues general obligation bonds to provide funds for the acquisition and construction of major capital facilities. General obligation bonds are direct obligations and pledge the full faith and credit of the government. These bonds are issued as 10 to 30-year serial bonds with varying amounts of principal maturing each year. General obligation bonds currently outstanding are as follows: Interest Original Rate Amount Amount General obligation bonds Governmental activities 2001 Fire Station Unlimited Tax Bond 4.00%-5.00% 4,000,000$ 2,700,000$ 2006 Lansing Center Limited Tax Bonds 3.50%-4.30% 4,000,000 3,235,000 2006 Michigan Transportation Fund Limited Tax Bonds 3.50%-3.60% 1,600,000 350,000 2005 Building Authority Refunding Bonds 3.50%-5.00% 1,470,000 1,130,000 2007 Michigan Transportation Fund Limited Tax Bonds 3.625%-5.00% 1,137,600 844,800 2007 Michigan Transportation Fund Limited Tax Bonds 3.625%-5.00% 3,602,400 2,675,200 2007 Fire Station Refunding Bonds 3.625%-5.00% 1,780,000 1,755,000 2008 Michigan Transportation Fund Limited Tax Bonds 3.00%-4.00% 3,500,000 3,265,000 2009 Capital Improvement Bonds - Limited Tax General Obligation 3.15-6.85% 10,197,000 10,197,000 31,287,000$ 26,152,000$ Business-type activities 1990 Building Authority Municipal Parking System Limited Tax Bond 0.00% 64,635,000$ 13,960,000$ 2003 Building Authority A Municipal Parking System Limited Tax Bond 3.00%-4.35% 10,340,000 1,680,000 2003 Building Authority B Municipal Parking System Taxable Bond 3.85%-6.25% 8,660,000 7,580,000 2005 Building Authority Refunding Bonds 3.50-5.00% 15,975,000 12,280,000 2007 Building Authority Refunding Bonds 3.625%-5.00% 7,965,000 7,895,000 1996 Building Authority Golf Course Limited Tax Bond 3.80%-5.70% 1,300,000 630,000 1992 Limited Tax Sewer Bond - 5005-01 2.50% 7,128,800 1,655,000 1993 Limited Tax Sewer Bond - 5005-02 2.50% 8,150,050 2,260,000 1994 Limited Tax Sewer Bond - 5005-03 2.50% 3,234,722 1,065,000 1994 Limited Tax Sewer Bond - 5005-04 2.00% 3,727,138 987,138 1994 Limited Tax Sewer Bond - 5005-05 2.25% 515,969 105,000 1994 Limited Tax Sewer Bond - 5005-06 2.25% 7,595,611 2,100,000 1996 Limited Tax Sewer Bond - 5005-07 2.25% 3,365,073 1,325,073 1996 Limited Tax Sewer Bond - 5005-08 2.25% 3,995,000 1,815,000 1997 Limited Tax Sewer Bond - 5005-09 2.25% 4,746,780 2,351,780 1998 Limited Tax Sewer Bond - 5005-10 2.25% 10,539,950 5,759,950 1999 Limited Tax Sewer Bond - 5005-11 2.50% 10,120,000 5,690,000 2000 Limited Tax Sewer Bond - 5005-12 2.50% 9,447,830 5,687,830 2001 Limited Tax Sewer Bond - 5005-13 2.50% 10,573,046 6,903,046 2002 Limited Tax Sewer Bond - 5005-14 2.50% 12,381,131 9,111,131 2003 Limited Tax Sewer Bond - 5005-15 2.50% 10,259,826 8,030,688 2004 Limited Tax Sewer Bond - 5005-16 2.13% 3,070,277 3,137,649 2005 Limited Tax Sewer Bond - 5005-17 2.13% 4,739,023 6,473,778 2005 Limited Tax Sewer Bond - 5005-18 1.63% 13,389,371 11,489,371 2006 Limited Tax Sewer Bond - 5005-19 1.63% 18,216,346 16,591,346 2007 Limited Tax Sewer Bond - 5005-20 1.63% 23,475,662 22,365,662 2008 Limited Tax Sewer Bond - 5005-21 2.50% 24,314,304 24,314,304 2009 Limited Tax Sewer Bond - 5005-22 2.50% 1,609,661 1,609,661 2009 Capital Improvement Bonds 4.10% - 7.05% 9,803,000 9,803,000 2009 Building Authority Refunding Bonds 6.014% - 6.584%8,161,691 8,161,691 321,435,261$ 202,818,098$ -70- CITY OF LANSING, MICHIGAN Notes To Financial Statements At year end, defeased bonds outstanding consisted of $7,485,000 of the 2003 Building Authority A Municipal Parking System Limited Tax Bonds, which are scheduled to be paid by the escrow agent on June 1, 2013. Revenue bonds. The City also issues bonds where the income derived from the acquired or constructed assets is pledged to pay debt service. Revenue bonds outstanding at year-end are as follows: Interest Original Rate Amount Amount Revenue bonds Business-type activities 1998 Sewer Revenue & Refunding Bond 2.50% 26,415,000$ 3,515,000$ 2003 Sewer Revenue & Refunding Bond 2.50% 39,880,000 31,930,000 66,295,000$ 35,445,000$ Installment purchase agreements.The government enters into installment purchase agreements for equipment and related capital assets. Installment purchase agreements outstanding at year-end are as follows: Interest Original Rate Amount Amount Installment purchase agreements Governmental activities 2004 Lease Purchase Agreement - Roof and Fire Suppression 2.77% 570,000 154,469 1999 Lease Purchase Agreement - Stadium 5.20%-6.05% 11,000,000 - 2005 Lease Purchase Agreement - LEPFA Extractor and Wall 4.51% 392,046 117,936 2005 Lease Purchase Agreement - LEPFA Carpet 4.51% 126,418 70,554 2005 Lease Purchase Agreement - Income Tax Software 3.76% 430,000 46,710 2005 Lease Purchase Agreement - LEPFA Equipment 4.24% 81,500 49,090 2001 Lease Purchase Agreement - O&M Facility 5.35% 1,925,000 905,000 2006 Lease Purchase Agreement - Ambulances 4.23% 474,000 201,454 2006 Lease Purchase Agreement - Energy Efficiencies 4.20% 6,217,227 6,004,682 2006 Lease Purchase Agreement - Oldsmobile Park 6.86% 2,000,000 2,000,000 2007 Lease Purchase Agreement - Oldsmobile Park 5.72% 1,000,000 1,000,000 2007 Lease Purchase Agreement - Phone System 4.22% 518,000 375,794 24,734,191$ 10,925,689$ -71- CITY OF LANSING, MICHIGAN Notes To Financial Statements Loans payable. The government has entered into loan agreements with the certain State agencies for program purposes. Loans payable at year-end are as follows: Interest Original Rate Amount Amount Loans payable Governmental activities 2004 Michigan Department of Transportation Loan 3.00% 1,266,000$ 829,896$ 2006 State Infrastructure Bank Loan 3.00% 500,000 208,908 1,766,000$ 1,038,804$ Business-type activities 2003 MEDC Loan 3.93% 4,180,000$ 4,180,000$ Debt service requirements to maturity for all installment debt of the City are as follows: Year Ended Governmental Activities Business-Type Activities June 30 Principal Interest Total Principal Interest Total 2011 3,355,222$ 1,643,330$ 4,998,552$ 17,496,866$ 6,781,350$ 24,278,216$ 2012 3,588,080 1,496,289 5,084,369 17,276,314 6,353,375 23,629,689 2013 3,355,379 1,343,233 4,698,612 18,073,942 5,913,989 23,987,931 2014 3,485,354 1,188,604 4,673,958 18,388,566 5,462,294 23,850,860 2015 2,875,852 1,025,305 3,901,157 15,976,541 4,999,795 20,976,336 2016-2020 12,020,461 3,406,349 15,426,810 64,489,902 19,443,489 83,933,391 2021-2025 6,061,145 1,338,648 7,399,793 60,638,242 9,988,001 70,626,243 2026-2030 3,375,000 382,220 3,757,220 25,929,594 2,837,042 28,766,636 2031-2035 - - - 3,942,720 511,950 4,454,670 2036-2040 - - - 230,411 9,059 239,470 38,116,493$ 11,823,978$ 49,940,471$ 242,443,098$ 62,300,344$ 304,743,442$ -72- CITY OF LANSING, MICHIGAN Notes To Financial Statements Changes in Long-Term Debt. Long-term liability activity for the year ended June 30, 2010, was as follows: Beginning Ending Due Within Balance Additions Reductions Refunded Balance One Year Governmental activities General obligation bonds 17,640,000$ 10,197,000$ 1,685,000$ -$ 26,152,000$ 1,735,000$ Installment purchase agreements 12,394,082 - 1,468,393 - 10,925,689 1,360,997 Loans payable 1,290,479 - 251,675 - 1,038,804 259,225 Subtotal 31,324,561 10,197,000 3,405,068 - 38,116,493 3,355,222 Compensated absences 11,850,275 10,904,958 11,850,275 - 10,904,958 8,156,720 Accrued workers compensation 5,148,683 1,436,072 1,061,251 - 5,523,504 883,761 Accrued general liability claims 400,000 - - - 400,000 - Add (deduct) deferred amounts: For issuance discounts (33,460) (50,883) (2,980) - (81,363) - For issuance premiums 292,663 - 34,143 - 258,520 - On refunding (69,309) - (7,053) - (62,256) - 48,913,413$ 22,487,147$ 16,340,704$ -$ 55,059,856$ 12,395,703$ Business-type activities General obligation bonds 194,429,701$ 28,943,397$ 13,660,000$ 6,895,000$ 202,818,098$ 14,160,000$ Revenue bonds 38,285,000 - 2,840,000 - 35,445,000 2,925,000 Loans payable 4,180,000 - - - 4,180,000 411,866 Subtotal 236,894,701 28,943,397 16,500,000 6,895,000 242,443,098 17,496,866 Compensated absences 597,792 497,597 597,792 - 497,597 372,195 Add (deduct) deferred amounts: For issuance discounts (5,256,328) (48,917) (1,474,485) - (3,830,760) - For issuance premiums 797,396 - 43,103 - 754,293 - On refunding (2,261,641) - (317,440) - (1,944,201) - 230,771,920$ 29,392,077$ 15,348,970$ 6,895,000$ 237,920,027$ 17,869,061$ For the governmental activities, compensated absences and other long-term debt are generally liquidated by the general fund. 3-H. Segment Information –Enterprise Funds The government issued revenue bonds to finance certain improvements to its sewage disposal system. Because the Sewage Disposal System, an individual fund that accounts entirely for the government’s sewage activities, is a segment and is reported as a major fund in the fund financial statements, separate segment disclosures herein are not required. 3-I. Endowments For the year ended June 30, 2010, the net appreciation on investments available for restricted endowments was $1,256. Under the terms of the endowments, and consistent with State statutes, the City is authorized to spend the net appreciation for the benefit of the cemetery and parks. The expendable portion of earnings has been transferred to other funds. The remaining non-expendable portion of the endowment is reported in restricted net assets. -73- CITY OF LANSING, MICHIGAN Notes To Financial Statements NOTE 4 –OTHER INFORMATION 4-A. Risk Management The City of Lansing is exposed to various risks of loss related to property loss, torts, errors and omissions and employee injuries. The City carries commercial insurance for claims relating to general liability, property, electronic data processing, boiler and machinery, police professional and errors and omissions. The City has not experienced settlements in excess of insurance coverage during the past three years. The City is uninsured for acts of nature and environmental clean-up costs. The City is self-insured for workers’ compensation costs. The City estimates the liability for workers’ compensation claims that have been incurred through the end of the fiscal year, including those claims that have been reported as well as those that have not yet been reported to the City. The current liability is accounted for in the General Fund, with long term liabilities accounted for in the Statement of Net Assets. The City has liability insurance coverage up to a maximum amount of $16,000,000 per occurrence with a $350,000 deductible. Changes in the estimated long-term liability as well as the total estimated cost of claims for the past two fiscal years were as follows: Fiscal Year Ended June 30, 2010 2009 Estimated liability, beginning of year $ 5,148,683 $ 8,042,838 Estimated claims incurred, including changes in estimates 1,436,072 (1,742,337) Claims payments (1,061,251) (1,151,818) Estimated liability, end of year $ 5,523,504 $ 5,148,683 4-B. Property Taxes Property taxes attach as an enforceable lien on property as of the date they are levied. City, community college, and 50% of school taxes are levied and due July 1 and become delinquent after August 31. County taxes and the balance of school taxes are levied and due December 1 and become delinquent after February 14. In March, taxes on real property still delinquent are purchased by the County's Tax Revolving Funds. Collections of community college, school, and county taxes and remittances are accounted for in the General Fund. City property tax revenues are recognized in the fiscal year for which the taxes are levied to the extent that they result in current receivables (i.e., are collected within 60 days after fiscal year-end). -74- CITY OF LANSING, MICHIGAN Notes To Financial Statements The City is permitted by charter and state law to levy taxes up to $19.198 per $1,000 of assessed valuation for general operations other than the payment of principal and interest on long-term debt. The tax rate to finance general governmental services other than the payment of principal and interest on long-term debt for the year ended June 30, 2010 was $15.44 per $1,000 of taxable value. 4-C. Contingent Liabilities Amounts received or receivable from grantor agencies are subject to audit and potential adjustment by grantor agencies, principally the federal government. Any disallowed claims, including amounts already collected, may constitute a liability of the applicable funds. The amount, if any, of expenditures which may be disallowed by the grantor cannot be determined at this time although the government expects such amounts, if any, to be immaterial. The government is a defendant in various lawsuits. Although the outcome of these lawsuits is not presently determinable, it is the opinion of the government’s counsel that resolution of these matters will not have a material adverse effect on the financial condition of the government. 4-D. Defined Benefit Pension Plans – Employees’ Retirement System The City sponsors and administers the Employees’ Retirement System (the “Plan”), a single- employer, defined-benefit pension plan. It is accounted for as a separate pension trust fund. No stand-alone financial reports are issued. It covers general full-time employees of the City of Lansing and employees of the 54-A District Court. It does not include elected officials, who are members of the Employees’ Money Purchase Pension Plan, nor does it include police officers and firefighters, who are members of a separate City pension plan. The payroll for employees covered by the plan for the year ended December 31, 2009, was $30,601,855; the City’s total payroll was $61,044,500. Administration of the plan is funded through the General Fund. As of December 31, 2009, employee membership data was as follows: Retirees and beneficiaries currently receiving benefits and terminated employees entitled to benefits but not yet receiving them 861 Active members: Vested 292 Nonvested 278 570 -75- CITY OF LANSING, MICHIGAN Notes To Financial Statements Approximately 13% of the active membership may retire with a combination of age plus service equal to 65. All other members may retire at age 50 with 25 or more years of credited service or age 58 with 8 or more years of credited service. Members are vested after completing 8 years of credited service. For all members, annual regular retirement allowances are determined by multiplying total credited service times 1.6% to 2.8% times final average compensation. Final average compensation is the member's highest wages for two consecutive years during the last 10 years. Retirement options that provide for survivor benefits are available to members. The plan also provides death and disability benefits. If a member leaves employment or dies before vesting, accumulated member contributions plus interest are refunded to the member or designated beneficiary. Members who are vested and terminate their employment have the option of deferring retirement benefits until age 58 or withdrawing their contribution, thereby forfeiting any future benefits. Active members contribute between 1.7% and 7.25% of wages as determined by individual labor agreements. Chapter 292 of the City of Lansing's Code of Ordinances establishes benefit provisions and requires that the annuity and pension reserves (which are determined annually by the City’s actuary) not financed by member contributions shall be financed by annual appropriations. The City’s funding policy provides for periodic employer contributions at actuarially determined rates that expressed as percentages of annual covered payroll, are designed to accumulate sufficient assets to pay benefits when due. The normal cost and amortization payment for the year ended June 30, 2010, was determined using an entry age actuarial funding method. Unfunded actuarial accrued liabilities are being amortized as a level percent of payroll over an open period of 30 years. Contributions are recognized when due pursuant to formal commitments, as well as statutory or contractual requirements. The fund is accounted for in essentially the same manner as the Proprietary Funds and uses the full accrual method of accounting. Plan valuation assets are equal to the reported market value of assets except that only 20% of the difference between the mark-to-market rate of return and the 8% actuarial rate of return is recognized each year. This five year smoothing method reduces the fluctuation in the City’s computed contribution rate which might otherwise be caused by market value fluctuations. The entry-age actuarial cost method is used to determine plan liabilities. Significant actuarial assumptions used in determining the entry-age actuarial accrued liability include (a) a rate of return on investments of 8% per year compounded annually (b) projected salary increases of 4% attributable to inflation and 0% to 7% per year depending on age attributable to seniority/merit (c) assumption that benefits generally will increase $200 annually after age 60. During the year ended June 30, 2010, total contributions of $7,414,032 were made in accordance with actuarially determined requirements computed through an actuarial valuation performed as of December 31, 2008. The City contributed $6,043,861 (19.32% of projected valuation payroll), excluding contributions for health insurance; employees contributed $1,423,375 (4.55% of projected valuation payroll). The City’s contribution consisted of (a) $3,175,978 normal cost (10.15% of projected valuation payroll) and (b) $2,867,883 amortization of the unfunded actuarial accrued liability (9.17% of projected valuation payroll). -76- CITY OF LANSING, MICHIGAN Notes To Financial Statements At December 31, 2009, the unfunded actuarial accrued liability was determined as follows: Actuarial accrued liability for: Active participants (292 vested and 278 non-vested) $ 65,089,689 Retired participants and beneficiaries currently receiving benefits (799 recipients) 176,133,432 Vested terminated participants not yet receiving benefits (62) 4,491,470 Member benefit reserve 16,583,768 Total actuarial accrued liability 262,298,359 Actuarial value of assets (smoothed market value) * 193,324,228 Unfunded actuarial accrued liability $ 68,974,131 * Excluding reserve for health insurance For the fiscal year ending June 30, 2010, the annual required contribution (“ARC”) ($6,472,349) exceeded the City contribution ($6,043,861) reducing the net pension asset to $9,947. Annual required contribution 6,472,349$ Interest on net pension obligation (34,278) Adjustment to annual required contribution 24,323 Annual net pension cost 6,462,394 Contributions made (6,043,861) Change in net pension asset 418,533 Net pension asset, beginning of year (428,480) Net pension asset, end of year (9,947)$ The schedules of funding progress, presented as required supplementary information (RSI) following the notes to the financial statements, present multiyear trend information about whether the actuarial values of plan assets are increasing or decreasing over time relative to the AALs for benefits. Three-Year Trend Information (amounts in thousands) Annual Years Ended Pension Percentage Net Pension June 30, Cost (APC) Contributed Asset 2008 $ 6,022 100% $ - 2009 6,048 107 428 2010 6,462 94 10 -77- CITY OF LANSING, MICHIGAN Notes To Financial Statements Police and Fire Retirement System The City sponsors and administers the Police and Fire Retirement System (the “Plan”), a single- employer defined-benefit pension plan. It is accounted for as a separate pension trust fund. No stand-alone financial reports are issued. It covers all police officers and firefighters who are full- time employees of the City. The City’s payroll for employees covered by the plan for the year ended December 31, 2009, was $30,442,645, the City’s total payroll was $61,044,500. Administration of the plan is funded through the General Fund. As of December 31, 2009, employee membership data related to the plan was as follows: Retirees and beneficiaries currently receiving benefits and terminated employees entitled to benefits but not yet receiving them 650 Active members: Vested 297 Nonvested 161 458 Members may retire at any age with 25 or more years of credited service, or age 55 with 10 or more years of credited service. Members are vested after completing 10 years of credited service. Members are required to retire at age 70. Annual retirement allowances are determined by multiplying final average compensation by 3.2% for the first 25 years of credited service. The maximum allowance is 80% of final average compensation. Final average compensation is the member's highest wages for 2 consecutive years. When an employee who had retired subsequent to August 31, 1966, dies, the plan provides for an automatic pension to the retiree's spouse. This automatic pension is equal to 50% of the regular retirement benefit the employee had been receiving at time of death. Effective July 30, 1990, members may elect a reduced benefit, either 93% or 86% of the regular benefit, thereby increasing the spouse pension to 75% or 86% of the regular benefit, respectively. Alternately, members may elect a non-spousal beneficiary option. The plan provides death and disability benefits. If a member leaves employment or dies before vesting, accumulated member contributions plus interest are refunded to the member or designated beneficiary. Members who are vested and terminate their employment have the option of deferred retirement benefits until age 55 or withdrawing their contribution, thereby forfeiting any future benefits. Fire members are required to contribute 7.58% of their annual wages to the plan. Police supervisors are required to contribute 9.52% and police non-supervisors, 8.50%. Chapter 294 of the City of Lansing's Ordinance establishes benefit provisions and requires that the portion of the annuity and pension reserves (which are determined annually by the City’s actuary) not financed by member contributions shall be financed by annual appropriations. In addition to the payments under this plan, the City made payments from the General Fund to provide benefits for the beneficiaries of a prior pension plan. This prior plan was superseded by the present plan as of January 1, 1944. There were no payments made to beneficiaries under that plan. -78- CITY OF LANSING, MICHIGAN Notes To Financial Statements The City’s funding policy provides for periodic employer contributions at actuarially determined rates that, expressed as percentages of annual covered payroll, are designed to accumulate sufficient assets to pay benefits when due. The normal cost and amortization payment for the year ended June 30, 2010, was determined using an entry age actuarial funding method. Unfunded actuarial accrued liabilities are being amortized as a level percent of payroll over an open period of 30 years. Plan valuation assets are equal to the reported market value of assets except that only 20% of the difference between the mark-to-market rate of return and the 8% actuarial rate of return is recognized each year. This five year smoothing method reduces the fluctuation in the City’s computed contribution rate which might otherwise be caused by market value fluctuations. The entry-age actuarial cost method is used to determine plan liabilities. Significant actuarial assumptions used in determining the entry-age actuarial accrued liability include (a) a rate of return on investments of 8% per year compounded annually (b) projected salary increases of 4% attributable to inflation and .51 to 11.5% per year depending on age attributable to seniority/merit (c) assumption that benefits generally will increase $525 annually after retirement. During the year ended June 30, 2010, total contributions of $9,374,919 were made in accordance with actuarially determined requirements computed through an actuarial valuation performed as of December 31, 2008. The City contributed $6,790,757 (21.37% of projected valuation payroll), excluding contributions for health insurance; employees contributed $2,729,087 (8.59% of projected valuation payroll). The City’s contribution consisted of (a) $4,919,721 normal cost (15.48% of projected valuation payroll) and (b) $1,871,036 amortization of the unfunded actuarial accrued liability (5.89% of projected valuation payroll). At December 31, 2009, the actuarial accrued liability in excess of assets was determined as follows: Active participants (297 vested and 161 non-vested) $ 120,691,304 Retired participants and beneficiaries currently receiving benefits (635 recipients) 214,535,784 Vested terminated participants not yet receiving benefits (15) 2,087,748 Total actuarial accrued liability 337,314,836 Actuarial value of assets (smoothed market value) * 280,341,913 Unfunded Actuarial accrued liability $ 56,972,923 * Excluding reserve for health insurance For the fiscal year ending June 30, 2010 the annual required contribution (“ARC”)($7,179,360) exceeded the City contribution ($6,790,757) reducing the net pension asset to $9,021. -79- CITY OF LANSING, MICHIGAN Notes To Financial Statements Annual required contribution 7,179,360$ Interest on net pension obligation (31,088) Adjustment to annual required contribution 22,067 Annual net pension cost 7,170,339 Contributions made (6,790,757) Change in net pension asset 379,582 Net pension asset, beginning of year (388,603) Net pension asset, end of year (9,021)$ Significant actuarial assumptions used to compute contribution requirements were the same as those used to compute the standardized measure of the actuarial accrual liability. The schedules of funding progress, presented as required supplementary information (RSI) following the notes to the financial statements, present multiyear trend information about whether the actuarial values of plan assets are increasing or decreasing over time relative to the AALs for benefits. Three-Year Trend Information (amounts in thousands) Annual Years Ended Pension Percentage Net Pension June 30, Cost (APC) Contributed Asset 2008 $ 6,521 100% $ - 2009 6,094 106 389 2010 7,170 95 9 -80- CITY OF LANSING, MICHIGAN Notes To Financial Statements Employees’ Money Purchase Pension Plan The City of Lansing sponsors and contributes to the Employees’ Money Purchase Pension Plan (the “Plan”), which is a single-employer defined - contribution pension plan. Administration of the plan is funded by the General Fund. A defined contribution pension plan provides pension benefits in return for services rendered, provides an individual account for each participant, and specifies how contributions to the individual's account are to be determined instead of specifying the amount of benefits the individual is to receive. Under a defined contribution pension plan, the benefits a participant will receive depend solely on the amount contributed to the participant's account and the returns earned on investments of those contributions. As established by Chapter 292.30 of the City of Lansing's Code of Ordinances, this plan includes all elected officials hired subsequent to September 30, 1990. As of June 30, 2010, there were 8 active members in this plan. Contributions made by employees vest immediately, and contributions made by the City vest after three years of full-time employment. When employees terminate employment, they are entitled to their contributions and the City’s contributions if vesting requirements are satisfied. Employees may contribute up to 8% of their wages in 1% increments. The City contributes an amount equal to 6.0% of the employees’ wages for retirement benefits. During the year, the City’s required and actual contributions amounted to $18,034, which was approximately 6% of covered payroll of $298,000. There were no employee contributions. No pension provision changes occurred during the year that affected the required contributions to be made by the City. In addition, the plan does not issue stand-alone financial statements. -81- CITY OF LANSING, MICHIGAN Notes To Financial Statements Financial statements for individual pension and employee benefit plans: Pension Net Assets Employees' Employees' Police Police Employees' Retirement Retirement and Fire and Fire Money Retiree System System Retirement Retirement Purchase Health Care Pension OPEB System System OPEB Pension Plan VEBA Totals Assets Cash and cash equivalents 4,555,408$ 407,688$ 4,997,263$ 395,872$ -$ -$ 10,356,231$ Investments: U. S. Government obligations 30,530,434 2,732,330 42,164,031 3,340,141 - - 78,766,936 Corporate bonds 35,996,206 3,221,491 47,602,034 3,770,927 - - 90,590,658 Common stocks 42,648,485 3,816,839 58,959,198 4,670,617 - - 110,095,139 Mutual funds 43,612,854 3,903,146 67,276,505 5,329,495 1,602,159 10,869,697 132,593,856 Contribution receivable 2,401 - - - 861 - 3,262 Dividends and interest receivable 169,017 15,126 225,099 17,832 11,747 25,364 464,185 Total assets 157,514,805 14,096,620 221,224,130 17,524,884 1,614,767 10,895,061 422,870,267 Liabilities Accounts payable 5,530,020 - 530,265 - - - 6,060,285 Net assets held in trust for: Pension benefits 151,984,785 - 220,693,865 - 1,614,767 - 374,293,417 Other postemployment benefits - 14,096,620 - 17,524,884 - 10,895,061 42,516,565 Total net assets 151,984,785$ 14,096,620$ 220,693,865$ 17,524,884$ 1,614,767$ 10,895,061$ 416,809,982$ Changes in Pension Net Assets Additions Investment income: Net appreciation in fair value of investments 15,299,812$ -$ 18,933,921$ -$ -$ 717,387$ 34,951,120$ Interest income 5,665,033 936,840 10,978,159 583,683 112,751 378,130 18,654,596 Dividend income 126,180 - 199,285 - - - 325,465 Less investment expenses (682,095) - (729,561) - (17,166) - (1,428,822) Net investment income 20,408,930 936,840 29,381,804 583,683 95,585 1,095,517 52,502,359 Contributions: Employer 6,043,861 9,084,210 6,790,757 9,585,692 18,034 698,328 32,220,882 Plan members 1,423,375 - 2,729,087 - - - 4,152,462 Total contributions 7,467,236 9,084,210 9,519,844 9,585,692 18,034 698,328 36,373,344 Total additions 27,876,166 10,021,050 38,901,648 10,169,375 113,619 1,793,845 88,875,703 Deductions Participant benefits 18,110,858 8,749,789 22,110,282 8,813,015 59,839 - 57,843,783 Administrative expense 20,598 - 27,840 - - - 48,438 Total deductions 18,131,456 8,749,789 22,138,122 8,813,015 59,839 - 57,892,221 Net additions (deductions) to net assets held in trust 9,744,710 1,271,261 16,763,526 1,356,360 53,780 1,793,845 30,983,482 Net assets held in trust for pension benefits: Beginning of year 142,240,075 12,825,359 203,930,339 16,168,524 1,560,987 9,101,216 385,826,500 End of year 151,984,785$ 14,096,620$ 220,693,865$ 17,524,884$ 1,614,767$ 10,895,061$ 416,809,982$ -82- CITY OF LANSING, MICHIGAN Notes To Financial Statements 4-E. Other Postemployment Benefits The City of Lansing contributes to the Employees’ Retirement System, the Police and Fire Retirement System, and the Voluntary Employees Beneficiary Association amounts to pre-fund postemployment healthcare. In the Employees’ Retirement System and the Police and Fire Retirement System, these other postemployment benefits (OPEB) are set up as reserves in the pension plans, and their investments are commingled with the investments of the pension. Portfolio makeup is reported as a percentage of total pension plan assets. Earnings are calculated based on a seven year smoothed rate of return of the retirement systems. Eligible participants include any retirees who receive pension benefits under the respective pension plans. OPEB plan provisions are established and may be amended by the City Council, subject to the City’s various collective bargaining agreements. Separate financial statements are not prepared for the plans. Voluntary Employees Beneficiary Association (VEBA). The City of Lansing Voluntary Employees Beneficiary Association (the “Plan”) is a single-employer defined benefit post employment healthcare plan established by the City to provide medical and healthcare benefits for retirees and their beneficiaries. Eligible participants include any retirees who receive pension benefits under one of the City’s pension plans. The Plan is funded by a trust agreement established pursuant to Section 501(c)(9) of the Internal Revenue Code that allows for the formation of a VEBA. During the year, the City contributed $698,328 to the Plan. Employees’ Retirement System. The City provides postemployment health care benefits, in accordance with labor agreements, to full-time employees of the City and employees of the 54-A District Court (not including police officers and firefighters who are members of the Police and Fire Retirement System). Members eligible for pension benefits under the Employees’ Retirement System are also eligible to receive health care benefits. The City provides the full cost of health benefits to retirees, payable to health care vendors, and also reimburses retirees eligible for Medicare benefits of $96.40 per month for each covered retiree and dependent(s). The payments are charged to the Fringe Benefit Internal Service Fund of the City and are recognized as expenses as payments are made. During the year, payments for health care benefits were approximately $8,749,789 and the City contributed $9,084,210 (direct benefit payments of $8,749,789 and City contributions of $334,421)to the Employees’ Retirement System. There were no significant changes in health benefits over the previous year. Police and Fire Retirement System. The City also provides postemployment health care benefits, in accordance with labor agreements, to members who are eligible to receive pension benefits under the Police and Fire Retirement System. The City provides the full cost of health benefits to retirees, payable to health care vendors, and also reimburses retirees eligible for Medicare benefits of $96.40 per month for each covered retiree and dependent(s). The payments are charged to the Fringe Benefit Internal Service Fund of the City and are recognized as expenses as payments are made. During the year, payments for health care benefits were approximately $8,813,015 and the City contributed $9,585,692 (direct benefit payments of $8,813,015 and City contributions of $772,677) to the Police and Fire Retirement System to fund retiree healthcare. -83- CITY OF LANSING, MICHIGAN Notes To Financial Statements There were no significant changes in health benefits over the previous year. Plan valuation assets for the OPEB plans are equal to the reported market value of assets. The entry-age actuarial cost method, with a 30 year amortization of unfunded accrued liabilities was used to determine the liabilities. The entry-age method is a stable method that is consistent with a level percentage of payroll financing. The actuarial accrued liability assumes a healthcare cost trend rate of 9% to 4%. At December 31, 2009 (the date of the most recent actuarial valuation), the assets in excess of the actuarial accrued liability were determined as follows: Employees’ Police Retirement & Fire System Retirement & VEBA * System Actuarial accrued liability for: Active participants $ 50,451,884 $ 71,722,095 Retired participants and beneficiaries currently receiving benefits 143,653,012 141,504,732 Vested terminated participants not yet receiving benefits 9,294,737 1,672,531 Total actuarial accrued liability 203,399,633 214,899,358 Actuarial value of asset 24,363,831 17,477,208 Unfunded actuarial accrued liability $ 179,035,802 $ 197,422,150 Funded ratio 12.0% 8.1% Covered payroll $ 30,601,855 $ 30,442,645 UAAL as a % of covered payroll 585.0% 648.5% *- The Employees’ Retirement System and VEBA were combined on the actuarial valuation. Annual OPEB Cost and Net OPEB Obligation. The City’s annual other postemployment benefits cost or expense is calculated based on the annual required contribution (ARC) of the employer, an amount actuarially determined in accordance with the parameters of GASB Statement 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 liabilities (or funding excess) over an open period not to exceed 30 years. -84- CITY OF LANSING, MICHIGAN Notes To Financial Statements The following tables show the components of the City’s annual OPEB cost for the year, the amounts actually contributed to the plans, and changes in the net OPEB obligation (asset): Employees' Police Retirement & Fire System and Retirement VEBA System Annual required contributions 10,290,433$ 17,177,407$ Interest on net OPEB obligation (asset) (246,872) 476,839 Adjustment to annual required contribution 564,720 (1,090,769) Annual OPEB cost 10,608,281 16,563,477 Contributions made (9,782,538) (9,585,692) Change in net OPEB obligation (asset) 825,743 6,977,785 Net OPEB obligation (asset): Beginning of year (3,085,900) 5,960,488 End of year (2,260,157)$ 12,938,273$ 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, mortality, and the healthcare cost trend. Amounts determined regarding the funded status of the plan and the annual required contributions of the employer are subject to continual revision as 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 multiyear trend information that shows whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liabilities for benefits. * * * * * * -85- CITY OF LANSING -86- REQUIRED SUPPLEMENTARY INFORMATION -87- City of Lansing Employees' Retirement System Required Supplementary Information (amounts in thousands) Schedule of Funding Progress Actuarial Actuarial UAAL as a Actuarial Value of Accrued Underfunded Funded Covered % of Covered Valuation Assets Liability AAL (UAAL) Ratio Payroll Payroll Date (A) (B) (B-A) (A/B) (C) ((B-A)/C) 12/31/2004 206,200$ 231,389$ 25,189$ 89.1% 32,383$ 77.8% 12/31/2005 207,881 245,242 37,361 84.8% 30,851 121.1% 12/31/2006 208,765 251,427 42,662 83.0% 31,944 133.6% 12/31/2007 208,572 254,356 45,784 82.0% 31,797 144.0% 12/31/2008 200,600 258,331 57,731 77.7% 29,688 194.5% 12/31/2009 193,324 262,298 68,974 73.7% 30,602 225.4% Schedule of Employer Contributions Year Ended Annual Required Percentage June 30 Contributions Contributed 2005 4,675$ 100.0% 2006 4,900 100.0% 2007 5,231 100.0% 2008 6,022 100.0% 2009 6,048 105.0% 2010 6,472 93.4% The City contributed in excess of its fiscal year 2009 ARC. The City's fiscal year 2010 contribution was reduced by the dollar amount of the fiscal year 2009 overpayment -88- City of Lansing Police and Fire Retirement System Required Supplementary Information (amounts in thousands) Schedule of Funding Progress Actuarial Actuarial UAAL as a Actuarial Value of Accrued Underfunded Funded Covered % of Covered Valuation Assets Liability AAL (UAAL) Ratio Payroll Payroll Date (A) (B) (B-A) (A/B) (C) ((B-A)/C) 12/31/2004 275,807$ 279,873$ 4,066$ 98.5% 27,754$ 14.7% 12/31/2005 273,421 290,299 16,878 94.2% 27,855 60.6% 12/31/2006 278,839 308,193 29,354 90.5% 29,582 99.2% 12/31/2007 293,571 315,635 22,064 93.0% 29,600 74.5% 12/31/2008 287,394 326,673 39,279 88.0% 30,161 130.2% 12/31/2009 280,342 337,315 56,973 83.1% 30,443 187.1% Schedule of Employer Contributions Year Ended Annual Required Percentage June 30 Contributions Contributed 2005 3,334$ 100.3% 2006 4,659 100.0% 2007 5,386 100.0% 2008 6,521 100.0% 2009 6,094 106.0% 2010 7,179 94.6% The City contributed in excess of its fiscal year 2009 ARC. The City's fiscal year 2010 contribution was reduced by the dollar amount of the fiscal year 2009 overpayment -89- City of Lansing Other Postemployment Benefit Plans Required Supplementary Information (amounts in thousands) Employees' Retirement System and VEBA - Schedule of Funding Progress Actuarial Actuarial UAAL as a Actuarial Value of Accrued Underfunded Funded Covered % of Covered Valuation Assets Liability AAL (UAAL) Ratio Payroll Payroll Date (A) (B) (B-A) (A/B) (C) ((B-A)/C) 12/31/2006 14,337$ 147,388$ 133,051$ 9.7% 31,944$ 416.5% 12/31/2009 24,364 203,400 179,036 12.0% 30,602 585.0% Police and Fire Retirement System - Schedule of Funding Progress Actuarial Actuarial Underfunded UAAL as a Actuarial Value of Accrued (Overfunded) Funded Covered % of Covered Valuation Assets Liability AAL (UAAL) Ratio Payroll Payroll Date (A) (B) (B-A) (A/B) (C) ((B-A)/C) 12/31/2006 13,064$ 155,559$ 142,495$ 8.4% 29,582$ 481.7% 12/31/2009 17,477 214,899 197,422$ 8.1%30,443 648.5% Fiscal Percentage of Net Year Annual Annual OPEB OPEB Ended OPEB Cost Cost Contributed Asset 06/30/2008 9,026,892$ 113.9% (1,252,152)$ 06/30/2009 9,021,963 120.3% (3,085,900) 06/30/2010 10,608,281 92.2% (2,260,157) Fiscal Percentage of Net Year Annual Annual OPEB OPEB Ended OPEB Cost Cost Contributed Obligation 06/30/2010 12,005,858$ 71.9% 3,376,295$ 06/30/2009 12,258,018 78.9% 5,960,488 06/30/2010 16,563,477 57.9% 12,938,273 Employees' Retirement System and VEBA Police and Fire Retirement System -90- COMBINING and INDIVIDUAL FUND STATEMENTS and SCHEDULES -91- City of Lansing Combining Balance Sheet - Nonmajor Governmental Funds June 30, 2010 Special Debt Capital Revenue Service Projects Permanent Totals Assets Cash and cash equivalents 63,584$ -$ 827,113$ -$ 890,697$ Equity in pooled cash 12,328,139 126,434 1,958,172 1,649,550 16,062,295 Investments - - 6,370,745 - 6,370,745 Accounts receivable, net 1,584,988 - - - 1,584,988 Special assessments receivable - -913,800 - 913,800 Loans receivable 1,439,990 - - - 1,439,990 Accrued interest receivable 1,870,867 - 929 - 1,871,796 Due from other funds - - 4,739,507 - 4,739,507 Interfund receivable 1,250,411 - - - 1,250,411 Advances to other funds - - 80,531 - 80,531 Due from other governments 7,450,897 - 1,070 - 7,451,967 Inventory 1,050,623 - - - 1,050,623 Total assets 27,039,499$ 126,434$ 14,891,867$ 1,649,550$ 43,707,350$ Liabilities and fund balances Liabilities Accounts payable 2,407,374$ -$ 317,561$ -$ 2,724,935$ Deposits payable 49,575 - - - 49,575 Accrued payroll 209,747 - 7,896 - 217,643 Indemnity bonds 1,920 - - - 1,920 Due to other funds 5,650,000 - 1,902,453 - 7,552,453 Interfund payable 28,107 - - - 28,107 Advances from other funds - - 271,454 - 271,454 Due to other governments 899,782 - - - 899,782 Deferred revenue 4,665,847 - 697,328 - 5,363,175 Total liabilities 13,912,352 - 3,196,692 - 17,109,044 Fund balances Reserved for advances - - 80,531 - 80,531 Reserved for inventories 1,050,623 - - - 1,050,623 Reserved for encumbrances 46,844 - - - 46,844 Unreserved: Designated for subsequent years' expenditures 4,037,312 - - - 4,037,312 Undesignated 7,992,368 126,434 11,614,644 1,649,550 21,382,996 Total fund balances 13,127,147 126,434 11,695,175 1,649,550 26,598,306 Total liabilities and fund balances 27,039,499$ 126,434$ 14,891,867$ 1,649,550$ 43,707,350$ -92- City of Lansing Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Governmental Funds For the Year Ended June 30, 2010 Special Debt Capital Revenue Service Projects Permanent Totals Revenues Taxes and special assessments 395,821$ 650,008$ 268,383$ -$ 1,314,212$ Intergovernmental 23,784,966 - - - 23,784,966 Charges for services 8,000,651 - 422,411 - 8,423,062 Fines and forfeits 1,294,193 - - - 1,294,193 Interest 28,821 3,708 28,809 9,703 71,041 Contributions 10,000 - - - 10,000 Donations from private sources - - 9,000 - 9,000 Other revenues 260,875 - - - 260,875 Total revenues 33,775,327 653,716 728,603 9,703 35,167,349 Expenditures Current expenditures: General government 2,421,313 - - - 2,421,313 Public safety 7,377,994 - - - 7,377,994 Highways and streets 8,758,310 - - - 8,758,310 Recreation and culture 96,783 - - - 96,783 Other functions 12,930,993 - - - 12,930,993 Debt service: Principal 1,891,762 600,000 - - 2,491,762 Interest 913,591 285,645 - - 1,199,236 Capital outlay 9,681,963 - 5,099,765 - 14,781,728 Total expenditures 44,072,709 885,645 5,099,765 - 50,058,119 Revenues over (under) expenditures (10,297,382) (231,929) (4,371,162) 9,703 (14,890,770) Other financing sources (uses) Transfers in 11,701,209 257,668 2,371,396 19,452 14,349,725 Transfers out (1,915,000) (85,941) (8,541,926) (9,703) (10,552,570) Issuance of long-term debt - - 10,197,000 - 10,197,000 Bond discount - - (50,883) - (50,883) Total other financing sources 9,786,209 171,727 3,975,587 9,749 13,943,272 Net change in fund balances (511,173) (60,202) (395,575) 19,452 (947,498) Fund balances, beginning of year 13,638,320 186,636 12,090,750 1,630,098 27,545,804 Fund balances, end of year 13,127,147$ 126,434$ 11,695,175$ 1,649,550$ 26,598,306$ -93- CITY OF LANSING -94- Nonmajor Special Revenue Funds Major Streets Fund – This fund accounts for revenues received from the State of Michigan for the City's share of state gasoline and weight taxes, which is used for maintenance of major streets. Local Streets Fund – This fund accounts for revenues received from the State of Michigan for the City's share of state gasoline and weight taxes, which is used for maintenance of local streets. Budget Stabilization Fund – This fund is used to account for funds set aside under the provisions of Public Act 30 of 1978. Funds set aside are to be determined by the City Council on an annual basis in any year where actual General Fund revenues exceed actual expenditures. Drug Law Enforcement Fund – This fund accounts for revenues set aside for drug law enforcement under the provisions of State of Michigan Public Act 135 of 1985, as amended. State and Federal Programs Fund – This fund accounts for all revenues received from miscellaneous grants and local contributions. These revenues are used for projects as detailed in individual grant applications. Community Development Block Grant Program Fund – This fund accounts for revenues received from the Department of Housing and Urban Development. These revenues are restricted to accomplishing the various objectives of Community Development Block Grant Programs, within specific target areas. Stadium Fund – This fund accounts for the City's share of revenues received from events held at Oldsmobile Park, the City's baseball stadium. The revenues are used for stadium expenditures. Principal Shopping District Fund – This fund accounts for assessments received from businesses located in the district. The revenues are used for special events and maintenance of the district. 911 Communications Center Fund – This fund accounts for the operations of the county-wide 911 communications center. Revenues received are from the County for actual expenditures incurred. Building Department Fund – This fund accounts for revenues and expenditures resulting from the enforcement of the State Construction Code Act of 1999 (PA 245 of 1999). Parks Department Fund – This fund accounts for contributions and transfers which are restricted for park expenditures. Tri-County Metro –This fund accounts for the operations of the Tri-County Metro Narcotics Squad. -95- City of Lansing Combining Balance Sheet - Nonmajor Special Revenue Funds June 30, 2010 Major Local Budget Drug Law Streets Streets Stabilization Enforcement Assets Cash and cash equivalents -$ -$ -$ 15,000$ Equity in pooled cash 2,510,282 1,558,785 4,477,648 668,406 Accounts receivable - - - - Loans receivable - - - - Accrued interest receivable - - - - Interfund receivable - - 1,250,411 - Due from other governments 1,509,213 287,249 - - Inventory 1,050,623 - - - Total assets 5,070,118$ 1,846,034$ 5,728,059$ 683,406$ Liabilities and fund balances Liabilities Accounts payable 540,026$ 466,638$ -$ 199,204$ Deposits payable - - - - Accrued payroll 12,489 5,849 - 4,995 Indemnity bonds 1,920 - - - Due to other funds - - - - Interfund payable - - - - Due to other governments - - - - Deferred revenue - - - - Total liabilities 554,435 472,487 - 204,199 Fund balances Reserved for inventories 1,050,623 - - - Reserved for encumbrances 38,242 7,682 - - Unreserved: Designated for subsequent years' expenditures 3,151,519 885,793 - - Undesignated 275,299 480,072 5,728,059 479,207 Total fund balances 4,515,683 1,373,547 5,728,059 479,207 Total liabilities and fund balances 5,070,118$ 1,846,034$ 5,728,059$ 683,406$ -96- Community State and Development Principal 911 Federal Block Grant Shopping Communications Building Parks Programs Program Stadium District Center Department Department -$ -$ -$ -$ -$ -$ -$ 906,338 92,747 87,440 96,176 - 36,980 473,358 5,131 - 156,700 - 1,415,870 7,287 - 54,990 1,385,000 - - - - - - 1,870,867 - - - - - ------- 5,028,203 540,706 - - - - - ------- 5,994,662$ 3,889,320$ 244,140$ 96,176$ 1,415,870$ 44,267$ 473,358$ 905,604$ 108,156$ 21,533$ 35,404$ 5,444$ 2,042$ -$ ------- 25,124 25,297 - 6,692 80,974 42,224 - ------- 3,450,000 700,000 200,000 - 1,300,000 - - - - - - 28,107 - - ------- 1,609,980 3,055,867 - - - - - 5,990,708 3,889,320 221,533 42,096 1,414,525 44,266 - ------- ------- ------- 3,954 - 22,607 54,080 1,345 1 473,358 3,954 - 22,607 54,080 1,345 1 473,358 5,994,662$ 3,889,320$ 244,140$ 96,176$ 1,415,870$ 44,267$ 473,358$ Continued… -97- Tri-County Metro Totals Assets Cash and cash equivalents 48,584$ 63,584$ Equity in pooled cash 1,419,979 12,328,139 Accounts receivable - 1,584,988 Loans receivable - 1,439,990 Accrued interest receivable - 1,870,867 Interfund receivable - 1,250,411 Due from other governments 85,526 7,450,897 Inventory - 1,050,623 Total assets 1,554,089$ 27,039,499$ Liabilities and fund balances Liabilities Accounts payable 123,323$ 2,407,374$ Deposits payable 49,575 49,575 Accrued payroll 6,103 209,747 Indemnity bonds - 1,920 Due to other funds - 5,650,000 Interfund payable - 28,107 Due to other governments 899,782 899,782 Deferred revenue - 4,665,847 Total liabilities 1,078,783 13,912,352 Fund balances Reserved for inventories - 1,050,623 Reserved for encumbrances 920 46,844 Unreserved: Designated for subsequent years' expenditures - 4,037,312 Undesignated 474,386 7,992,368 Total fund balances 475,306 13,127,147 Total liabilities and fund balances 1,554,089$ 27,039,499$ City of Lansing Combining Balance Sheet - Nonmajor Special Revenue Funds (Concluded) June 30, 2010 -98- CITY OF LANSING -99- City of Lansing Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Special Revenue Funds For the Year Ended June 30, 2010 Major Local Budget Drug Law Streets Streets Stabilization Enforcement Revenues Taxes and special assessments -$ -$ -$ -$ Intergovernmental 6,762,384 1,753,823 - - Charges for services 577,942 591,372 - - Fines and forfeits - - - 565,534 Interest 17,314 739 - 3,078 Contributions - - - - Other 121,616 64,092 - - Total revenues 7,479,256 2,410,026 - 568,612 Expenditures Current expenditures: General government - - - - Public safety - - - 444,752 Highways and streets 4,824,124 3,934,186 - - Recreation and culture - - - - Other functions - - - - Debt service: Principal 362,962 668,800 - - Interest 182,416 484,395 - - Capital outlay 4,405,456 3,419,770 - - Total expenditures 9,774,958 8,507,151 - 444,752 Revenues over (under) expenditures (2,295,702) (6,097,125) - 123,860 Other financing sources (uses) Transfers in 3,552,179 6,257,436 - - Transfers out (1,900,000) - - - Total other financing sources 1,652,179 6,257,436 - - Net change in fund balances (643,523) 160,311 - 123,860 Fund balances, beginning of year 5,159,206 1,213,236 5,728,059 355,347 Fund balances, end of year 4,515,683$ 1,373,547$ 5,728,059$ 479,207$ -100- Community State and Development Principal 911 Federal Block Grant Shopping Communications Building Parks Programs Program Stadium District Center Department Department -$ -$ -$ 395,821$ -$ -$ -$ 12,641,479 1,798,300 - - - - - 870 - 385,353 4,575 5,230,130 1,210,409 - ------- - - (299) 501 - - 2,189 - - - 10,000 - - - - 58,437 - 16,722 - 8 - 12,642,349 1,856,737 385,054 427,619 5,230,130 1,210,417 2,189 - - - 466,775 - 1,954,538 - - - - - 5,330,822 - - ------- - - 79,277 - - - 17,506 12,930,993 - - - - - - - - 860,000 - - - - - - 246,780 - - - - - 1,856,737 - - - - - 12,930,993 1,856,737 1,186,057 466,775 5,330,822 1,954,538 17,506 (288,644) - (801,003) (39,156)(100,692) (744,121) (15,317) 255,313 - 800,000 32,975 - 744,122 6 ------- 255,313 - 800,000 32,975 - 744,122 6 (33,331) - (1,003) (6,181) (100,692) 1 (15,311) 37,285 - 23,610 60,261 102,037 - 488,669 3,954$ -$ 22,607$ 54,080$ 1,345$ 1$ 473,358$ Continued… -101- Tri-County Metro Totals Revenues Taxes and special assessments -$ 395,821$ Intergovernmental 828,980 23,784,966 Charges for services - 8,000,651 Fines and forfeits 728,659 1,294,193 Interest 5,299 28,821 Contributions - 10,000 Other - 260,875 Total revenues 1,562,938 33,775,327 Expenditures Current expenditures: General government - 2,421,313 Public safety 1,602,420 7,377,994 Highways and streets - 8,758,310 Recreation and culture - 96,783 Other functions - 12,930,993 Debt service: Principal - 1,891,762 Interest - 913,591 Capital outlay - 9,681,963 Total expenditures 1,602,420 44,072,709 Revenues over (under) expenditures (39,482) (10,297,382) Other financing sources (uses) Transfers in 59,178 11,701,209 Transfers out (15,000) (1,915,000) Total other financing sources (uses)44,178 9,786,209 Net change in fund balances 4,696 (511,173) Fund balances, beginning of year 470,610 13,638,320 Fund balances, end of year 475,306$ 13,127,147$ City of Lansing Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Special Revenue Funds (Concluded) For the Year Ended June 30, 2010 -102- CITY OF LANSING -103- City of Lansing Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Nonmajor Special Revenue Funds For the Year Ended June 30, 2010 Major Streets Final Variance with Budget Actual Budget Revenues Taxes and special assessments -$ -$ -$ Intergovernmental 7,349,227 6,762,384 586,843 Charges for services 658,729 577,942 80,787 Fines and forfeits - - - Interest 150,000 17,314 132,686 Contributions - - - Other 51,200 121,616 (70,416) Total revenues 8,209,156 7,479,256 729,900 Expenditures Current expenditures: General government - - - Public safety - - - Highways and streets 6,544,383 4,824,124 1,720,259 Recreation and culture - - - Other functions - - - Debt service: Principal 446,962 362,962 84,000 Interest 132,634 182,416 (49,782) Capital outlay 10,865,985 4,405,456 6,460,529 Total expenditures 17,989,964 9,774,958 8,215,006 Revenues over (under) expenditures (9,780,808) (2,295,702) (7,485,106) Other financing sources (uses) Transfers in 6,690,471 3,552,179 3,138,292 Transfers out (1,900,000) (1,900,000) - Total other financing sources (uses) 4,790,471 1,652,179 3,138,292 Net change in fund balances (4,990,337) (643,523) (4,346,814) Fund balances, beginning of year 5,159,206 5,159,206 - Fund balances (deficit), end of year 168,869$ 4,515,683$ (4,346,814)$ -104- Local Streets Budget Stabilization Final Variance with Final Variance with Budget Actual Budget Budget Actual Budget -$ -$ -$ -$ -$ -$ 2,260,474 1,753,823 506,651 - - - 735,000 591,372 143,628 - - - ------ 10,000 739 9,261 - - - ------ - 64,092 (64,092) - - - 3,005,474 2,410,026 595,448 - - - ------ ------ 4,531,481 3,934,186 597,295 - - - ------ ------ 934,800 668,800 266,000 - - - 326,751 484,395 (157,644) - - - 6,131,241 3,419,770 2,711,471 - - - 11,924,274 8,507,151 3,417,123 - - - (8,918,800) (6,097,125) (2,821,675) - - - 8,374,752 6,257,436 2,117,316 - - - ------ 8,374,752 6,257,436 2,117,316 - - - (544,048) 160,311 (704,359) - - - 1,213,236 1,213,236 - 5,728,059 5,728,059 - 669,188$ 1,373,547$ (704,359)$ 5,728,059$ 5,728,059$ -$ -105- City of Lansing Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Nonmajor Special Revenue Funds (Continued) For the Year Ended June 30, 2010 Drug Law Enforcement Final Variance with Budget Actual Budget Revenues Taxes and special assessments -$ -$ -$ Intergovernmental - - - Charges for services - - - Fines and forfeits 680,000 565,534 114,466 Interest 13,000 3,078 9,922 Contributions - - - Other - - - Total revenues 693,000 568,612 124,388 Expenditures Current expenditures: General government - - - Public safety 391,108 444,752 (53,644) Highways and streets - - - Recreation and culture - - - Other functions - - - Debt service: Principal - - - Interest - - - Capital outlay - - - Total expenditures 391,108 444,752 (53,644) Revenues over (under) expenditures 301,892 123,860 178,032 Other financing sources (uses) Transfers in - - - Transfers out - - - Total other financing sources (uses) - - - Net change in fund balances 301,892 123,860 178,032 Fund balances, beginning of year 355,347 355,347 - Fund balances, end of year 657,239$ 479,207$ 178,032$ -106- Community Development State and Federal Programs Block Grant Program Final Variance with Final Variance with Budget Actual Budget Budget Actual Budget -$ -$ -$ -$ -$ -$ 32,213,666 12,641,479 19,572,187 3,150,566 1,798,300 1,352,266 9,120 870 8,250 - - - ------ ------ ------ - - - 480,328 58,437 421,891 32,222,786 12,642,349 19,580,437 3,630,894 1,856,737 1,774,157 ------ ------ ------ ------ 29,477,263 12,930,993 16,546,270 - - - ------ ------ - - - 3,630,894 1,856,737 1,774,157 29,477,263 12,930,993 16,546,270 3,630,894 1,856,737 1,774,157 2,745,523 (288,644) 3,034,167 - - - 235,471 255,313 (19,842) - - - ------ 235,471 255,313 (19,842) - - - 2,980,994 (33,331) 3,014,325 - - - 37,285 37,285 - - - - 3,018,279$ 3,954$ 3,014,325$ -$ -$ -$ -107- City of Lansing Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Nonmajor Special Revenue Funds (Continued) For the Year Ended June 30, 2010 Stadium Final Variance with Budget Actual Budget Revenues Taxes and special assessments -$ -$ -$ Intergovernmental - - - Charges for services 380,500 385,353 (4,853) Fines and forfeits - - - Interest - (299) 299 Contributions - - - Other - - - Total revenues 380,500 385,054 (4,554) Expenditures Current expenditures: General government - - - Public safety - - - Highways and streets - - - Recreation and culture 57,744 79,277 (21,533) Other functions - - - Debt service: Principal 860,000 860,000 - Interest 246,781 246,780 1 Capital outlay - - - Total expenditures 1,164,525 1,186,057 (21,532) Revenues over (under) expenditures (784,025) (801,003) 16,978 Other financing sources (uses) Transfers in 800,000 800,000 - Transfers out - - - Total other financing sources (uses) 800,000 800,000 - Net change in fund balances 15,975 (1,003) 16,978 Fund balances, beginning of year 23,610 23,610 - Fund balances, end of year 39,585$ 22,607$ 16,978$ -108- Principal Shopping District 911 Communications Center Final Variance with Final Variance with Budget Actual Budget Budget Actual Budget 416,760$ 395,821$ 20,939$ -$ -$ -$ ------ 2,500 4,575 (2,075) 5,230,120 5,230,130 (10) ------ 200 501 (301) - - - 10,000 10,000 - - - - 13,000 16,722 (3,722) - - - 442,460 427,619 14,841 5,230,120 5,230,130 (10) 475,435 466,775 8,660 - - - - - - 5,505,400 5,330,822 174,578 ------ ------ ------ ------ ------ ------ 475,435 466,775 8,660 5,505,400 5,330,822 174,578 (32,975) (39,156) 6,181 (275,280) (100,692) (174,588) 32,975 32,975 - - - - - - - 190,280 - 190,280 32,975 32,975 - 190,280 - 190,280 - (6,181) 6,181 (85,000) (100,692) 15,692 60,261 60,261 - 102,037 102,037 - 60,261$ 54,080$ 6,181$ 17,037$ 1,345$ 15,692$ -109- City of Lansing Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Nonmajor Special Revenue Funds (Continued) For the Year Ended June 30, 2010 Building Department Final Variance with Budget Actual Budget Revenues Taxes and special assessments -$ -$ -$ Intergovernmental - - - Charges for services 1,141,600 1,210,409 (68,809) Fines and forfeits - - - Interest - - - Contributions - - - Other - 8 (8) Total revenues 1,141,600 1,210,417 (68,817) Expenditures Current expenditures: General government 2,016,500 1,954,538 61,962 Public safety - - - Highways and streets - - - Recreation and culture - - - Other functions - - - Debt service: Principal - - - Interest - - - Capital outlay - - - Total expenditures 2,016,500 1,954,538 61,962 Revenues over (under) expenditures (874,900) (744,121) (130,779) Other financing sources (uses) Transfers in 874,900 744,122 130,778 Transfers out - - - Total other financing sources (uses) 874,900 744,122 130,778 Net change in fund balances - 1 (1) Fund balances, beginning of year - - - Fund balances (deficit), end of year -$ 1$ (1)$ -110- Parks Department Tri-County Metro Final Variance with Final Variance with Budget Actual Budget Budget Actual Budget -$ -$ -$ -$ -$ -$ - - - 757,897 828,980 (71,083) ------ - - - 150,000 728,659 (578,659) - 2,189 (2,189) 30,000 5,299 24,701 ------ ------ - 2,189 (2,189) 937,897 1,562,938 (625,041) ------ - - - 977,075 1,602,420 (625,345) ------ 65,470 17,506 47,964 - - - ------ ------ ------ ------ 65,470 17,506 47,964 977,075 1,602,420 (625,345) (65,470) (15,317) (50,153) (39,178) (39,482) 304 - 6 (6) 59,178 59,178 - - - - (15,000) (15,000) - - 6 (6) 44,178 44,178 - (65,470) (15,311) (50,159) 5,000 4,696 304 488,669 488,669 - 470,610 470,610 - 423,199$ 473,358$ (50,159)$ 475,610$ 475,306$ 304$ -111- Totals Final Variance with Budget Actual Budget Revenues Taxes and special assessments 416,760$ 395,821$ 20,939$ Intergovernmental 45,731,830 23,784,966 21,946,864 Charges for services 8,157,569 8,000,651 156,918 Fines and forfeits 830,000 1,294,193 (464,193) Interest 203,200 28,821 174,379 Contributions 10,000 10,000 - Other 544,528 260,875 283,653 Total revenues 55,893,887 33,775,327 22,118,560 Expenditures Current expenditures: General government 2,491,935 2,421,313 70,622 Public safety 6,873,583 7,377,994 (504,411) Highways and streets 11,075,864 8,758,310 2,317,554 Recreation and culture 123,214 96,783 26,431 Other functions 29,477,263 12,930,993 16,546,270 Debt service: Principal 2,241,762 1,891,762 350,000 Interest 706,166 913,591 (207,425) Capital outlay 20,628,121 9,681,963 10,946,158 Total expenditures 73,617,908 44,072,709 29,545,199 Revenues over (under) expenditures (17,724,021) (10,297,382) 7,426,639 Other financing sources (uses) Transfers in 17,067,747 11,701,209 5,366,538 Transfers out (1,724,720) (1,915,000) 190,280 Total other financing sources (uses) 15,343,027 9,786,209 5,556,818 Net change in fund balances (2,380,993) (511,173) 1,869,820 Fund balances, beginning of year 13,638,320 13,638,320 - Fund balances, end of year 11,257,327$ 13,127,147$ 1,869,820$ City of Lansing Schedule of Revenues, Expenditures and Changes in Fund Balances - Budget and Actual - Nonmajor Special Revenue Funds (Concluded) For the Year Ended June 30, 2010 -112- Nonmajor Debt Service Funds 1996 Refunding Bonds Fund – This fund accounts for the accumulation of resources for payment of the 1996 $10,800,000 Refunding Bonds. 1998 Building Authority Fund – This fund accounts for the accumulation of resources for payment of the 1998 $2,175,000 Building Authority Bonds. 1999 Fire Station Fund – This fund accounts for the accumulation of resources for payment of the 1999 $3,000,000 Unlimited Tax General Obligation Bonds. 2001 Fire Station Fund – This fund accounts for the accumulation of resources for the payment of the 2001 $4,000,000 Unlimited Tax General Obligation Bonds. -113- City of Lansing Combining Balance Sheet - Nonmajor Debt Service Funds June 30, 2010 1996 1998 1999 2001 Refunding Building Fire Fire Bonds Authority Station Station Totals Assets Equity in pooled cash -$ -$ 44,338$ 82,096$ 126,434$ Fund balances Unreserved, undesignated -$ -$ 44,338$ 82,096$ 126,434$ -114- 1996 1998 1999 2001 Refunding Building Fire Fire Bonds Authority Station Station Totals Revenues Taxes and special assessments -$ -$ 262,794$ 387,214$ 650,008$ Interest 330 - 1,382 1,996 3,708 Total revenues 330 - 264,176 389,210 653,716 Expenditures Debt service: Principal payments - 115,000 185,000 300,000 600,000 Interest - 57,163 87,494 140,988 285,645 Total expenditures - 172,163 272,494 440,988 885,645 Revenues over (under) expenditures 330 (172,163) (8,318) (51,778) (231,929) Other financing sources Transfers in - 171,727 - 85,941 257,668 Transfers out (85,941) - - - (85,941) Total other financing sources (uses) (85,941) 171,727 - 85,941 171,727 Net change in fund balances (85,611) (436) (8,318) 34,163 (60,202) Fund balances, beginning of year 85,611 436 52,656 47,933 186,636 Fund balances, end of year -$ -$ 44,338$ 82,096$ 126,434$ City of Lansing Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Debt Service Funds For the Year Ended June 30, 2010 -115- CITY OF LANSING -116- Nonmajor Capital Projects Funds 1990 Environmental I Fund –This fund accounts for the proceeds of the 1990 $7,000,000 Environmental bonds. 1990 Environmental II Fund – This fund accounts for the proceeds of the 1990 $6,300,000 Environmental bonds. Combined Sewer Overflow Fund – This fund accounts for the storm sewer portion of the combined sewer overflow bonds. Special Assessments Fund – This fund is used to account for the financing of public improvements deemed to benefit the properties against which special assessments are levied. Lansing Center Improvements Fund – This fund accounts for the proceeds of the 2006 $4,000,000 Lansing Center Limited Tax Bonds. MTF Bonds Fund – This fund accounts for the proceeds of the $1,600,000 Michigan Transportation Fund Limited Tax Bonds. 2009 Build America Construction – This fund accounts for the proceeds of the 2009 $10,197,000 Capital improvement limited tax general obligation bonds. Other Capital Projects Fund – This fund accounts for miscellaneous capital projects. -117- City of Lansing Combining Balance Sheet - Nonmajor Capital Projects Funds June 30, 2010 1990 1990 Combined Special Environ- Environ- Sewer Assess- mental I mental II Overflow ments Assets Cash and cash equivalents -$ -$ -$ -$ Equity in pooled cash 86,366 184,235 - - Investments - - - - Special assessments receivable: Current - - - 216,472 Deferred - - - 697,328 Accrued interest receivable - - - - Due from other funds - - - - Advances to other funds - - - - Due from other governments - - - 1,070 Total assets 86,366$ 184,235$ -$ 914,870$ Liabilities and fund balances Liabilities Accounts payable -$ -$ -$ 95,761$ Accrued payroll - - - - Due to other funds - - - - Advances from other funds - - - 271,454 Deferred revenue - - - 697,328 Total liabilities - - - 1,064,543 Fund balances Reserved for advances - - - - Unreserved, undesignated (deficit) 86,366 184,235 - (149,673) Total fund balances (deficit) 86,366 184,235 - (149,673) Total liabilities and fund balances 86,366$ 184,235$ -$ 914,870$ -118- Lansing Center MTF Improvements Bonds Other Totals -$ 827,113$ -$ -$ 827,113$ 665,938 - - 1,021,633 1,958,172 - - 6,370,745 - 6,370,745 - - - - 216,472 - - - - 697,328 - 36 893 - 929 - 339,507 - 4,400,000 4,739,507 - - - 80,531 80,531 - - - - 1,070 665,938$ 1,166,656$ 6,371,638$ 5,502,164$ 14,891,867$ -$ -$ -$ 221,800$ 317,561$ - - - 7,896 7,896 - - 1,902,453 - 1,902,453 - - - - 271,454 - - - - 697,328 - - 1,902,453 229,696 3,196,692 - - - 80,531 80,531 665,938 1,166,656 4,469,185 5,191,937 11,614,644 665,938 1,166,656 4,469,185 5,272,468 11,695,175 665,938$ 1,166,656$ 6,371,638$ 5,502,164$ 14,891,867$ 2009 Build America Construction -119- City of Lansing Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Capital Projects Funds For the Year Ended June 30, 2010 1990 1990 Combined Special Environ- Environ- Sewer Assess- mental I mental II Overflow ments Revenues Special assessments -$ -$ -$ 268,383$ Charges for services - - - - Interest 395 935 - - Donations from private sources - - - - Total revenues 395 935 - 268,383 Expenditures Capital outlay - 32,949 - 248,856 Revenues over (under) expenditures 395 (32,014) - 19,527 Other financing sources (uses) Transfers in - - - - Transfers out - - (1,049,865) - Issuance of long-term debt - - - - Bond discount - - - - Total other financing sources (uses) - - (1,049,865) - Net change in fund balances 395 (32,014) (1,049,865) 19,527 Fund balance (deficit), beginning of year 85,971 216,249 1,049,865 (169,200) Fund balance (deficit), end of year 86,366$ 184,235$ -$ (149,673)$ -120- Lansing 2009 Center MTF Build America Improvements Bonds Construction Other Totals -$ -$ -$ -$ 268,383$ - - - 422,411 422,411 3,144 2,516 11,190 10,629 28,809 - - - 9,000 9,000 3,144 2,516 11,190 442,040 728,603 24,993 - 49,351 4,743,616 5,099,765 (21,849) 2,516 (38,161) (4,301,576) (4,371,162) - 116,594 - 2,254,802 2,371,396 - (569,503) (5,638,771) (1,283,787) (8,541,926) - - 10,197,000 - 10,197,000 - - (50,883) - (50,883) - (452,909) 4,507,346 971,015 3,975,587 (21,849) (450,393) 4,469,185 (3,330,561) (395,575) 687,787 1,617,049 - 8,603,029 12,090,750 665,938$ 1,166,656$ 4,469,185$ 5,272,468$ 11,695,175$ -121- CITY OF LANSING -122- Permanent Funds Cemetery Perpetual Care Fund – This fund accounts for transfers from the Cemetery Fund, representing 15% of lot sales. These funds are invested, and all investment earnings are transferred to the Cemetery Fund for lot maintenance. Parks Trust Fund – This fund accounts for contributions made for City parks, the principal of which must be preserved in accordance with the trust indentures. Income derived from these contributions is transferred to the Parks Department special revenue fund. -123- City of Lansing Combining Balance Sheet - Nonmajor Permanent Funds June 30, 2010 Cemetery Perpetual Parks Care Trust Totals Assets Equity in pooled cash 1,648,300$ 1,250$ 1,649,550$ Fund balances Unreserved, undesignated 1,648,300$ 1,250$ 1,649,550$ -124- City of Lansing Combining Statement of Revenues, Expenditures and Changes in Fund Balances - Nonmajor Permanent Funds For the Year Ended June 30, 2010 Cemetery Perpetual Parks Care Trust Totals Revenues Interest 9,697$ 6$ 9,703$ Other financing sources (uses) Transfers in 19,452 - 19,452 Transfers out (9,697) (6) (9,703) Total other financing uses 9,755 (6) 9,749 Net change in fund balances 19,452 - 19,452 Fund balances, beginning of year 1,628,848 1,250 1,630,098 Fund balances, end of year 1,648,300$ 1,250$ 1,649,550$ -125- CITY OF LANSING -126- Nonmajor Enterprise Funds Cemetery Fund – This fund accounts for the operation of City-owned cemeteries. Golf Fund – This fund accounts for the operation of the City-owned golf courses. Garbage and Rubbish Collection Fund – This fund accounts for the provision of household solid waste disposal services to participating residents of the City. Recycling Fund – This fund accounts for the provision of recycling services to participating residents of the City. -127- City of Lansing Combining Statement of Net Assets - Nonmajor Enterprise Funds June 30, 2010 Garbage and Rubbish Cemetery Golf Collection Assets Current assets: Cash and cash equivalents 200$ 16,428$ 15,350$ Equity in pooled cash 124,656 17,164 144,978 Accounts receivable, net - - 594,557 Inventories 87,619 4,199 14,921 Total current assets 212,475 37,791 769,806 Noncurrent assets : Capital assets not being depreciated 57,740 446,501 - Capital assets being depreciated, net 210,329 2,484,420 - Total noncurrent assets 268,069 2,930,921 - Total assets 480,544 2,968,712 769,806 Liabilities Current liabilities: Accounts payable 6,475 13,896 32,340 Accrued interest payable - 8,838 - Accrued payroll 20,527 18,676 - Due to other funds - 80,000 300,000 Unearned revenues - 30,450 87,916 Current portion of: Long-term debt - 75,000 - Compensated absences 3,820 17,105 - Total current liabilities 30,822 243,965 420,256 Noncurrent liabilities: Long-term debt, net of current portion - 552,923 - Compensated absences 1,286 5,763 - Total noncurrent liabilities 1,286 558,686 - Total liabilities 32,108 802,651 420,256 Net Assets Invested in capital assets, net of related debt 268,069 2,302,998 - Unrestricted (deficit)180,367 (136,937) 349,550 Total net assets 448,436$ 2,166,061$ 349,550$ -128- Recycling Totals -$ 31,978$ 1,216,562 1,503,360 1,506 596,063 - 106,739 1,218,068 2,238,140 19,412 523,653 732,829 3,427,578 752,241 3,951,231 1,970,309 6,189,371 27,032 79,743 - 8,838 - 39,203 - 380,000 - 118,366 - 75,000 5,208 26,133 32,240 727,283 - 552,923 1,755 8,804 1,755 561,727 33,995 1,289,010 752,241 3,323,308 1,184,073 1,577,053 1,936,314$ 4,900,361$ -129- City of Lansing Combining Statement of Revenues, Expenses and Changes in Fund Net Assets - Nonmajor Enterprise Funds For the Year Ended June 30, 2010 Garbage and Rubbish Cemetery Golf Collection Operating revenues Charges for services 226,973$ 438,315$ 1,677,428$ Operating expenses Personal services 393,422 413,047 695,510 Contractual and materials 246,545 311,627 754,657 Depreciation 19,617 107,143 - Total operating expenses 659,584 831,817 1,450,167 Operating income (loss) (432,611) (393,502) 227,261 Nonoperating revenues (expenses) Interest revenue - - - Interest expense and fees - (37,186) (892) Total nonoperating revenues (expenses) - (37,186) (892) Gain (loss) before contributions and transfers (432,611) (430,688) 226,369 Capital contributions 40,809 - - Transfers in 472,877 311,382 - Transfers out (19,452) - - Change in net assets 61,623 (119,306) 226,369 Net assets, beginning of year 386,813 2,285,367 123,181 Net assets, end of year 448,436$ 2,166,061$ 349,550$ -130- Recycling Totals 2,651,309$ 4,994,025$ 1,643,978 3,145,957 1,137,521 2,450,350 22,548 149,308 2,804,047 5,745,615 (152,738) (751,590) 4,958 4,958 - (38,078) 4,958 (33,120) (147,780) (784,710) - 40,809 - 784,259 - (19,452) (147,780) 20,906 2,084,094 4,879,455 1,936,314$ 4,900,361$ -131- City of Lansing Combining Statement of Cash Flows Nonmajor Enterprise Funds For the Year Ended June 30, 2010 Garbage and Rubbish Cemetery Golf Collection Cash flows from operating activities Cash received from customers 226,973$ 438,315$ 1,519,032$ Cash payments for goods and services (290,623) (219,037) (667,152) Cash payments to employees (394,359) (415,736) (695,510) Net cash provided by (used for) operating activities (458,009) (196,458) 156,370 Cash flows from noncapital financing activities Transfers in 472,877 311,382 - Transfers out (19,452) - - Net cash provided by noncapital financing activities 453,425 311,382 - Cash flows from capital and related financing activities Capital contributions received 40,809 - - Principal paid on bonds - (70,000) - Interest paid on bonds - (36,578) (892) Net cash provided by (used for) capital and related financing activities 40,809 (106,578) (892) Cash flows from investing activities Interest and dividends - - - Net increase (decrease) in cash and cash equivalents 36,225 8,346 155,478 Cash and cash equivalents: Beginning of year 88,631 25,246 4,850 End of year 124,856$ 33,592$ 160,328$ -132- Recycling Totals 2,651,287$ 4,835,607$ (1,131,754) (2,308,566) (1,643,978) (3,149,583) (124,445) (622,542) - 784,259 - (19,452) - 764,807 - 40,809 - (70,000) - (37,470) - (66,661) 4,958 4,958 (119,487) 80,562 1,336,049 1,454,776 1,216,562$ 1,535,338$ continued… -133- City of Lansing Combining Statement of Cash Flows (Concluded) Nonmajor Enterprise Funds For the Year Ended June 30, 2010 Garbage and Rubbish Cemetery Golf Collection Reconciliation of operating loss to net cash provided by (used for) operating activities Operating loss (432,611)$ (393,502)$ 227,261$ Adjustments to reconcile operating loss to net cash from operating activities: Depreciation expense 19,617 107,143 - Changes in assets and liabilities: Accounts receivable - - (158,396) Inventories (37,970) 10,825 (7,419) Accounts payable 4,824 7,713 (4,130) Accrued interest payable - (927) - Accrued payroll (937) (2,689) - Due to other funds - 80,000 300,000 Interfund payable - - (174,264) Unearned revenues - 364 (26,682) Compensated absences (10,932) (5,385) - Net cash provided by (used for) operating activities (458,009)$ (196,458)$ 156,370$ -134- Recycling Totals (152,738)$ (751,590)$ 22,548 149,308 (22) (158,418) - (34,564) (1,196) 7,211 - (927) - (3,626) - 380,000 - (174,264) - (26,318) 6,963 (9,354) (124,445)$ (622,542)$ -135- CITY OF LANSING -136- Internal Service Funds Fleet Maintenance Fund – This fund accounts for the costs of maintaining the City’s fleet of vehicles and heavy equipment. Fringe Benefits Fund – This fund accounts for the costs of the City’s fringe benefits. Engineering Fund – This fund accounts for the operations of the City’s engineering department. -137- City of Lansing Combining Statement of Net Assets Internal Service Funds June 30, 2010 Fleet Fringe Maintenance Benefits Engineering Totals Assets Current assets: Equity in pooled cash 1,969,419$ 688,395$ 598,810$ 3,256,624$ Receivables: Accounts receivable, net 49,200 624,084 - 673,284 Inventories 824,893 - - 824,893 Prepaids - 777,620 - 777,620 Due from other funds 1,630,000 - - 1,630,000 Total current assets 4,473,512 2,090,099 598,810 7,162,421 Noncurrent assets: Issuance costs - - 3,705 3,705 Capital assets not being depreciated 55,297 - - 55,297 Capital assets being depreciated, net 4,753,219 - 1,865,950 6,619,169 Total non-current assets 4,808,516 - 1,869,655 6,678,171 Total assets 9,282,028 2,090,099 2,468,465 13,840,592 Liabilities Current liabilities: Accounts payable 154,729 763,058 59,278 977,065 Accrued interest payable - - 16,139 16,139 Accrued payroll 59,463 1,345,642 62,379 1,467,484 Claims incurred but not reported - 2,127,406 - 2,127,406 Current portion of: Long-term debt - - 145,000 145,000 Compensated absences 157,081 - 301,083 458,164 Total current liabilities 371,273 4,236,106 583,879 5,191,258 Noncurrent liabilities: Long-term debt, net of current portions - - 760,000 760,000 Compensated absences 52,926 - 101,444 154,370 Total non-current liabilities 52,926 - 861,444 914,370 Total liabilities 424,199 4,236,106 1,445,323 6,105,628 Net assets Invested in capital assets, net of related debt 4,808,516 - 960,950 5,769,466 Unrestricted (deficit) 4,049,313 (2,146,007) 62,192 1,965,498 Total net assets (deficit) 8,857,829$ (2,146,007)$ 1,023,142$ 7,734,964$ -138- City of Lansing Combining Statement of Revenues, Expenses and Changes in Fund Net Assets Internal Service Funds For the Year Ended June 30, 2010 Fleet Fringe Maintenance Benefits Engineering Totals Operating revenues Charges for services 6,758,707$ 50,914,740$ 2,372,254$ 60,045,701$ Operating expenses Personal services 2,977,062 325,718 2,012,579 5,315,359 Purchase of goods and services 2,650,982 53,331,475 366,327 56,348,784 Depreciation 1,332,775 - 43,905 1,376,680 Total operating expenses 6,960,819 53,657,193 2,422,811 63,040,823 Operating loss (202,112) (2,742,453) (50,557) (2,995,122) Nonoperating revenues (expenses) Gain on sale of capital assets 75,094 - - 75,094 Interest expense and fees - - (53,886) (53,886) Total nonoperating revenues (expenses) 75,094 - (53,886) 21,208 Change in net assets (127,018) (2,742,453) (104,443) (2,973,914) Net assets, beginning of year 8,984,847 596,446 1,127,585 10,708,878 Net assets (deficit), end of year 8,857,829$ (2,146,007)$ 1,023,142$ 7,734,964$ -139- City of Lansing Combining Statement of Cash Flows Internal Service Funds For the Year Ended June 30, 2010 Fleet Fringe Maintenance Benefits Engineering Totals Cash flows from operating activities Cash received from interfund services 9,701,450$ 50,565,361$ 2,372,254$ 62,639,065$ Cash payments for goods and services (2,733,559) (53,191,003) (205,978) (56,130,540) Cash payments to employees (3,005,290) 901,319 (1,997,714) (4,101,685) Net cash provided by (used for) operating activities 3,962,601 (1,724,323) 168,562 2,406,840 Cash flows from capital and related financing activities Proceeds from sale of capital assets 75,094 - - 75,094 Acquisition and construction of capital assets (2,501,014) - - (2,501,014) Principal paid on revenue and general obligation bonds - - (135,000) (135,000) Interest paid on revenue and general obligation bonds - - (53,233) (53,233) Net cash used for capital and related financing activities (2,425,920) - (188,233)(2,614,153) Net increase (decrease) in cash and cash equivalents 1,536,681 (1,724,323) (19,671) (207,313) Cash and cash equivalents, beginning of year 432,738 2,412,718 618,481 3,463,937 Cash and cash equivalents, end of year 1,969,419$ 688,395$ 598,810$ 3,256,624$ Reconciliation of operating income (loss) to net cash provided by (used for) operating activities Operating loss (202,112)$ (2,742,453)$ (50,557)$ (2,995,122)$ Adjustments to reconcile operating loss to net cash provided by (used for) operating activities Depreciation expense 1,332,775 - 43,905 1,376,680 Change in: Accounts receivable (49,200) (349,379) - (398,579) Inventories (5,892) - - (5,892) Prepaids - (185,331) - (185,331) Due from other funds (1,630,000) - - (1,630,000) Interfund receivable 4,621,943 - - 4,621,943 Accounts payable (28,838) 61,813 52,228 85,203 Accrued interest payable - - (2,408) (2,408) Accrued payroll (28,228) 1,227,037 14,865 1,213,674 Other - 263,990 - 263,990 Compensated absences (47,847) - 110,529 62,682 Total adjustments 4,164,713 1,018,130 219,119 5,401,962 Net cash provided by (used for) operating activities 3,962,601$ (1,724,323)$ 168,562$ 2,406,840$ -140- Agency Funds Bail Bonds Fund – This fund is used to hold cash received by the District Court for bail bonds. Garnishment, Indemnity Bond and Restitution Fund –This fund is used to hold cash received by the District Court for garnishment payments until claimed, and to hold indemnity bonds deposited relating to civil disputes until the Court rules on the case. -141- City of Lansing Combining Statement of Fiduciary Assets and Liabilities Agency Funds June 30, 2010 54-A District Court Garnishment, Bail Indemnity Bond Bonds and Restitution Totals Assets Equity in pooled cash 103,577$ 12,503$ 116,080$ Liabilities Undistributed receipts 103,577$ 12,503$ 116,080$ -142- City of Lansing Combining Statement of Changes in Fiduciary Assets and Liabilities Agency Funds For the Year Ended June 30, 2010 Beginning Ending Balance Additions Deletions Balance 54-A District Court - Bail Bonds Assets Equity in pooled cash 106,512$ 591,781$ 594,716$ 103,577$ Liabilities Undistributed receipts 106,512$ 591,781$ 594,716$ 103,577$ 54-A District Court - Garnishment, Indemnity Bond and Restitution Assets Equity in pooled cash 12,269$ 107,143$ 106,909$ 12,503$ Liabilities Undistributed receipts 12,269$ 107,143$ 106,909$ 12,503$ Total - All Agency Funds Assets Equity in pooled cash 118,781$ 698,924$ 701,625$ 116,080$ Liabilities Undistributed receipts 118,781$ 698,924$ 701,625$ 116,080$ -143- CITY OF LANSING -144- STATISTICAL SECTION -145- STATISTICAL SECTION This part of the City of Lansing’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 Pages Financial Trends 147-150 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 151-155 These schedules contain information to help the reader assess the factors affecting the City’s ability to generate its property taxes. Debt Capacity 156-160 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 161-162 These schedules offer demographic and economic indicators to help the reader understand the environment within which the City’s financial activities take place and to help make comparisons over time and with other governments. Operating Information 163-165 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. -146- Schedule 1 City of Lansing Net Assets by Component Last Nine Fiscal Years (accrual basis of accounting)Fiscal Year 2010 2009 2008 2007 2006 2005 2004 2003 2002 (2) Governmental activities Invested in capital assets, net of related debt 186,536,428$ $191,516,475 $187,054,852 $184,150,439 $190,243,447 $198,338,788 $197,530,605 $193,545,003 $176,742,875 Restricted 14,304,689 17,139,090 34,554,539 37,642,784 36,706,345 33,900,657 6,370 172,111 Unrestricted (7,649,432) 6,589,790 (3,124,027) 2,776,006 514,601 1,632,040 15,331,622 20,363,235 39,491,342 Total governmental activities net assets 193,191,685 215,245,355 218,485,364 224,569,229 227,464,393 233,871,485 212,862,227 213,914,608 216,406,328 Business-type activities Invested in capital assets, net of related debt 194,854,140 185,430,669 178,526,049 166,320,408 161,324,071 163,834,290 138,830,169 163,715,373 154,922,603 Restricted 19,917,341 19,454,812 30,892,739 35,777,715 35,945,848 39,493,526 718,828 1,039,093 2,105,762 Unrestricted 30,193,568 23,730,694 16,330,517 28,929,677 28,208,193 22,701,430 64,268,351 35,649,876 36,078,930 Total business-type activities net assets 244,965,049 228,616,175 225,749,305 231,027,800 225,478,112 226,029,246 203,817,348 200,404,342 193,107,295 Primary government Invested in capital assets, net of related debt 381,390,568 376,947,144 365,580,901 350,470,847 351,567,518 362,173,078 336,360,774 357,260,376 331,665,478 Restricted 34,222,030 36,593,902 65,447,278 73,420,499 72,652,193 73,394,183 718,828 1,045,463 2,277,873 Unrestricted 22,544,136 30,320,484 13,206,490 31,705,683 28,722,794 24,333,470 79,599,973 56,013,111 75,570,272 Total primary government net assets $438,156,734 $443,861,530 $444,234,669 $455,597,029 $452,942,505 $459,900,731 $416,679,575 $414,318,950 $409,513,623 (1) no discretely presented component units shown (2) in 2005 the City's definition of "restricted net assets" was changed to include assets in funds set up to account for activities outside of the General Fund, for Governmental Activities, and to include restricted cash for debt retirement for Business Type Activities. (3) nine years are reported back to the date of GASB 34 implementation -147- Schedule 2 City of Lansing Changes in Net Assets Last Nine Fiscal Years (accrual basis of accounting)Fiscal Year 2010 2009 2008 2007 2006 2005 2004 2003 2002 Expenses Governmental activities: General government 30,326,671$ $26,426,242 $28,901,548 $22,043,283 $34,375,762 $53,533,838 $53,353,559 $54,386,814 $48,907,951 Public safety 84,566,215 71,236,947 76,211,756 62,570,888 60,047,271 38,668,349 41,292,750 36,998,022 37,442,294 Public works 29,252,516 37,588,680 40,032,746 40,517,063 31,790,944 30,670,483 22,118,173 23,740,767 22,332,626 Recreation and culture 7,312,480 7,298,385 7,677,083 6,198,462 7,881,212 5,464,143 7,979,953 8,055,078 6,790,347 Community development 9,715,087 6,378,286 6,382,336 6,232,406 7,124,491 6,996,000 8,387,559 9,647,696 8,960,204 Interest on long-term debt 2,229,288 1,803,125 1,481,658 1,658,708 1,197,851 1,033,078 2,041,758 2,333,691 2,705,290 Total governmental activities expenses 163,402,257 150,731,665 160,687,127 139,220,810 142,417,531 136,365,891 135,173,752 135,162,068 127,138,712 Business-type activities Sewage disposal system 24,931,075 26,247,188 27,382,736 24,725,229 21,706,537 20,631,611 20,864,079 19,350,186 17,218,878 Municipal parking system 8,305,095 8,353,063 10,188,065 10,275,379 18,403,163 10,151,018 9,196,910 8,840,334 8,322,193 Cemetery 659,584 689,979 675,672 692,510 753,151 802,949 828,073 688,571 570,291 Golf 869,003 927,200 1,072,505 1,358,008 1,398,963 1,446,615 1,620,669 1,583,711 1,222,525 Garbage and rubbish collection 1,451,059 1,547,372 1,436,642 1,372,266 1,412,620 1,421,617 1,321,760 1,288,178 1,229,951 Recycling 2,804,047 3,008,750 2,940,366 2,777,068 2,981,730 2,862,003 2,768,307 2,642,541 2,437,371 Potter Park Zoo - 0 (156,270) 2,968,236 2,718,759 2,690,943 2,542,065 2,228,724 1,778,059 Total business-type activities expenses 39,019,863 40,773,552 43,539,716 44,168,696 49,374,923 40,006,756 39,141,863 36,622,245 32,779,268 Total primary government expenses 202,422,120 191,505,217 204,226,843 183,389,506 $191,792,454 $176,372,647 $174,315,615 $171,784,313 $159,917,980 Program Revenues Governmental activities: Charges for services: General government 6,565,263 5,188,510 5,938,911 6,251,032 6,416,850 6,264,142 4,686,901 4,611,471 1,908,603 Public safety 8,589,146 9,817,421 12,705,181 13,014,934 13,087,372 12,400,853 11,682,187 11,031,998 10,393,731 Public works 2,788,112 4,565,013 4,364,525 3,805,739 3,891,646 2,646,007 2,713,258 2,627,959 2,345,220 Recreation and culture 587,906 1,217,445 1,556,260 1,259,373 1,405,584 1,598,968 1,581,607 1,472,203 1,509,159 Community development 69,250 50,132 66,308 66,161 66,486 66,788 0 0 0 Operating grants and contributions 27,515,892 26,462,211 20,356,292 16,524,178 16,158,496 16,673,481 15,746,181 15,968,081 17,980,993 Capital grants and contributions 3,109,410 2,571,741 2,531,974 2,179,870 3,659,169 3,479,536 3,033,891 1,734,008 2,822,477 Total governmental activities program revenues 49,224,979 49,872,473 47,519,451 43,101,287 44,685,603 43,129,775 39,444,025 37,445,720 36,960,183 Business-type activities: Charges for services: Sewage disposal system 28,907,772 27,446,304 28,023,322 26,926,202 26,867,610 26,890,756 26,529,842 26,045,574 25,414,112 Municipal parking system 7,396,219 7,539,611 10,090,566 10,838,270 10,289,830 9,628,690 7,510,354 7,642,684 7,763,065 Cemetery 226,973 248,314 218,688 264,255 237,564 230,716 226,631 199,760 231,304 Golf 438,315 448,067 607,922 754,995 890,190 929,266 951,923 997,177 1,014,675 Garbage and rubbish collection 1,677,428 1,486,531 1,617,717 1,378,562 1,295,053 1,322,111 1,315,413 1,189,489 801,418 Recycling 2,651,309 2,945,061 3,039,089 2,903,092 2,816,277 2,636,002 2,115,917 2,138,308 1,928,476 Potter Park Zoo 0 0 (115) 553,999 471,703 558,654 505,666 436,199 426,434 Operating grants and contributions 1,535,907 1,541,913 0 0 0 0 0 0 0 Capital grants and contributions 11,928,108 60,318 196,317 183,012 1,368,773 731,575 93,207 914,570 0 Total business-type activities program revenues 54,762,031 41,716,119 43,793,506 43,802,387 44,237,000 42,927,770 39,248,953 39,563,761 37,579,484 Total primary government program revenues $103,987,010 $91,588,592 $91,312,957 $86,903,674 $88,922,603 $86,057,545 $78,692,978 $77,009,481 $74,539,667 Net(Expenses)/Revenues Governmental activities ($114,177,278) ($100,859,192) ($113,167,676) ($96,119,523) ($97,731,928) ($93,236,116) ($95,729,727) ($97,716,348) ($90,178,529) Business-type activities 15,742,168 942,567 253,790 (366,309) (5,137,923) 2,921,014 107,090 2,941,516 4,800,216 Total primary government net expense ($98,435,110) ($99,916,625) ($112,913,886) ($96,485,832) ($102,869,851) ($90,315,102) ($95,622,637) ($94,774,832) ($85,378,313) General Revenues and Other Changes in Net Assets Governmental activities: Taxes Property Taxes 39,010,960 39,141,928 38,607,761 38,371,105 37,506,017 36,181,408 40,354,088 39,571,155 39,158,867 Income taxes 27,408,443 29,312,762 31,168,012 28,209,913 27,032,176 27,435,047 27,437,494 29,099,955 27,596,270 Unrestricted grants and contributions 25,847,423 27,318,313 28,180,799 27,258,536 26,817,633 26,355,710 26,338,413 28,198,831 28,618,275 Investment earnings 246,495 978,034 1,706,572 2,483,162 1,634,608 715,608 312,069 725,936 972,802 Miscellaneous 75,094 32,310 774,822 104,563 2,903,792 1,838,895 1,946,818 Transfers (464,807) (509,728) 7,420,667 (3,098,357) (3,132,465) (2,123,435) (2,668,510) (4,130,144) (1,925,790) Total governmental activities 92,123,608 96,273,619 107,083,811 93,224,359 90,632,791 88,668,901 94,677,346 95,304,628 96,367,242 Business-type activities: Investment earnings 141,899 413,850 1,883,034 2,815,480 1,453,076 1,298,407 249,855 294,425 628,797 Miscellaneous 0 725 5,348 2,160 1,248 23,736 387,551 343,174 1,438,488 Transfers 464,807 509,728 (7,420,667) 3,098,357 3,132,465 2,123,435 2,668,510 3,717,932 1,486,240 Total business-type activities 606,706 924,303 (5,532,285) 5,915,997 4,586,789 3,445,578 3,305,916 4,355,531 3,553,525 Total primary government $92,730,314 $97,197,922 $101,551,526 $99,140,356 $95,219,580 $92,114,479 $97,983,262 $99,660,159 $99,920,767 Changes in Net Assets Governmental activities ($22,053,670) ($4,585,573) ($6,083,865) ($2,895,164) ($7,099,137) ($4,567,215) ($1,052,381) ($2,411,720) $6,188,713 Business-type activities 16,348,874 1,866,870 (5,278,495) 5,549,688 (551,134) 6,366,592 3,413,006 7,297,047 8,353,741 Total primary government ($5,704,796) ($2,718,703) ($11,362,360) $2,654,524 ($7,650,271) $1,799,377 $2,360,625 $4,885,327 $14,542,454 (1) No discretely presented component units shown (2) Nine years are reported back to the date of GASB 34 implementation (3) The increase in Public Safety and Community Development and decrease in Public Works expenses were due to a change in classification of grant expenses for FY 2010. Previously, several grants which were classified as Public Works activities; however, it was determined in FY 2010, that some are more fittingly classified as Public Safety and Community Development activities. -148- Schedule 3 City of Lansing Fund Balances, Governmental Funds Last Nine Fiscal Years (modified accrual basis of accounting) Fiscal Year 2010 2009 2008 2007 2006 2005 2004 2003 2002 General Fund Reserved 102,732$ 1,320,375$ 1,765,288$ 1,848,021$ 2,443,224$ 2,482,589$ 1,324,109$ 945,386$ 1,145,896$ Unreserved 389,061 3,755,862 5,465,164 5,036,129 4,634,961 4,709,909 5,606,958 5,985,681 5,785,171 Total General Fund 491,793$ 5,076,237$ 7,230,452$ 6,884,150$ 7,078,185$ 7,192,498$ 6,931,067$ 6,931,067$ 6,931,067$ All Other Governmental Funds Reserved 1,177,998$ 324,366$ 365,351$ 2,544,339$ 613,533$ 2,139,438$ 3,688,795$ 4,541,303$ 4,898,039$ Unreserved, reported in: Special revenue funds 12,029,680 13,394,485 14,716,755 14,523,146 18,798,291 17,635,170 17,950,570 17,933,354 19,123,737 Capital projects funds 11,614,644 12,010,219 17,862,441 18,978,360 15,717,371 12,563,759 15,293,862 16,967,327 19,447,491 Debt service funds 126,434 186,636 256,144 144,518 88,826 4,400 0 0 0 Permanent funds 1,649,550 1,630,098 1,609,992 1,596,939 1,577,150 1,557,890 0 0 0 Total all other governmental funds 26,598,306$ 27,545,804$ 34,810,683$ 37,787,302$ 36,795,171$ 33,900,657$ 36,933,227$ 39,441,984$ 43,469,267$ Total All Governmental Funds 27,090,099$ 32,622,041$ 42,041,135$ 44,671,452$ 43,873,356$ 41,093,155$ 43,864,294$ 46,373,051$ 50,400,334$ (1) In 2005 the City's definition for Permanent Funds fund balance changed to "Unreserved" due to the nature of the funds being set up as a reserved fund (2) Nine years are reported back to the date of GASB 34 implementation -149- Schedule 4 City of Lansing Changes in Fund Balance, Governmental Funds Last Nine Fiscal Years (modified accrual basis of accounting) Fiscal Year 2010 2009 2008 2007 2006 2005 2004 2003 2002 Revenues Property taxes 39,279,343$ 39,258,893$ 38,775,722$ 38,681,928$ 37,957,773$ 36,527,417$ 40,354,088$ 39,426,786$ 39,303,237$ Income taxes 27,408,443 29,312,762 31,168,012 28,209,913 27,032,176 27,497,542 27,413,270 29,159,482 27,577,803 Licenses and permits 1,414,906 1,325,119 1,429,075 1,101,550 860,647 791,655 814,989 925,455 976,332 Intergovernmental 39,137,217 38,998,039 38,556,616 34,699,908 34,964,225 35,624,372 36,312,111 36,183,631 41,155,183 Charges for services 18,323,158 20,355,642 19,116,593 18,415,612 19,436,267 17,931,572 16,745,202 15,522,204 15,057,729 Fines and forfeits 4,579,175 4,143,000 4,090,397 4,349,642 4,515,951 4,351,977 4,870,577 5,645,029 4,383,678 Interest and rents 250,203 1,196,559 1,836,485 2,607,388 1,710,674 720,707 357,382 823,308 1,096,086 Contributions 10,606,368 10,372,056 10,894,573 9,980,854 9,385,831 8,966,289 8,744,295 9,255,742 8,069,915 Donations from private sources 9,000 44,000 326,768 114,954 549,055 126,182 22,031 376,793 85,307 Other revenue 473,123 1,054,209 331,248 1,019,476 1,082,283 1,320,064 1,285,903 779,115 703,332 Total revenues 141,480,936$ 146,060,279$ 146,525,489$ 139,181,225$ 137,494,882$ 133,857,777$ 136,919,848$ 138,097,545$ 138,408,602$ Expenditures General government 27,839,564 28,951,805 29,209,458 28,905,058 34,956,037 55,746,807 54,420,735 53,381,289 49,156,129 Public safety 70,820,184 70,082,462 67,715,160 65,218,515 59,143,629 38,121,596 40,145,137 39,321,853 39,290,562 Highways and streets 14,506,982 14,723,311 14,860,390 13,501,747 10,879,004 10,467,860 9,216,004 9,776,628 9,110,517 Recreation and culture 8,127,700 8,452,768 8,038,290 7,676,600 7,509,183 5,517,980 6,229,014 6,555,043 6,219,773 Other functions 15,182,675 12,599,072 11,805,843 9,847,925 8,259,415 8,520,848 6,971,380 5,725,184 8,255,056 Capital outlay 14,781,728 14,855,863 16,228,127 20,001,659 13,306,810 12,614,723 11,917,608 15,241,548 14,195,769 Debt service Interest 3,270,068 1,801,394 1,607,703 1,285,436 1,145,588 1,187,673 2,331,276 2,625,499 2,951,352 Principal 2,165,976 4,743,146 4,721,581 3,875,909 3,244,879 3,592,766 6,874,234 6,298,264 7,886,020 Total expenditures 156,694,877$ 156,209,821$ 154,186,552$ 150,312,849$ 138,444,545$ 135,770,253$ 138,105,388$ 138,925,308$ 137,065,178$ Excess of revenues over (under) expenditures (15,213,941) (10,149,542) (7,661,063) (11,131,624) (949,663) (1,912,476) (1,185,540) (827,763) 1,343,424 Other Financing Sources (Uses) Proceeds from borrowing 10,146,117$ -$ 4,052,979.0$ 15,190,077.0$ 6,087,507.0$ 1,784,465.0$ 570,000.0$ 1,500,000.0$ 3,914,787.0$ Proceeds from sale of capital assets 689 1,587,216 774,822 74,565 799,497 99,434 896,818 Insurance proceeds 0 120,960 Transfers in 16,181,590 11,601,871 13,507,521 6,908,259 8,170,998 8,274,929 13,628,444 14,083,970 16,789,516 Transfers out (16,646,397) (12,579,599) (12,529,754) (10,168,616) (11,303,463) (10,398,364) (16,321,156) (18,802,923) (18,715,306) Total other financing sources (uses) 9,681,999$ 730,448$ 5,030,746$ 11,929,720$ 3,729,864$ (264,405)$ (1,323,215)$ (3,119,519)$ 2,885,815$ Net change in fund balance (5,531,942)$ (9,419,094)$ (2,630,317)$ 798,096$ 2,780,201$ (2,176,881)$ (2,508,755)$ (3,947,282)$ 4,229,239$ Debt service as a percentage of noncapital expenditures 3.9% 4.6% 4.6% 4.0% 3.5% 3.9% 7.3% 7.2% 8.8% -150- Schedule 5 City of Lansing Assessed Value and Estimated Actual Value of Taxable Property Last Nine Fiscal Years Fiscal Total Assessed Year Personal Total Taxable Direct Estimated Value as a Ended Residential Commercial Industrial Property Assessed Tax Actual Percentage of June 30, Property Property Property Valuation Valuation Rate Value Actual Value 2001 $988,356,656 $560,554,545 $72,068,138 $305,623,290 $1,926,602,629 $16.96 $3,853,205,258 50.0% 2002 1,036,176,015 632,166,043 138,185,676 289,408,415 2,095,936,149 16.46 4,191,872,298 50.0% 2003 1,088,980,029 661,752,030 157,367,277 303,247,208 2,211,346,544 15.93 4,422,693,088 50.0% 2004 1,135,019,090 686,609,099 178,744,095 287,439,600 2,287,811,884 15.93 4,575,623,768 50.0% 2005 1,196,695,728 702,969,958 175,906,035 288,421,700 2,363,993,421 15.88 4,727,986,842 50.0% 2006 1,266,935,505 730,413,466 180,564,805 251,293,200 2,429,206,976 15.88 4,858,413,952 50.0% 2007 1,354,989,247 728,343,561 195,703,073 221,858,408 2,500,894,289 15.88 5,001,788,578 50.0% 2008 1,437,051,392 765,233,437 192,915,386 223,995,750 2,619,195,965 15.83 5,238,391,930 50.0% 2009 1,479,089,611 719,463,319 254,539,254 205,034,000 2,658,126,184 15.83 5,316,252,368 50.0% 2010 1,480,467,389 713,807,797 248,288,931 220,228,175 2,662,792,292 15.70 5,325,584,584 50.0% (1) tax rates are per $1,000 of assessed value -151- Schedule 6 City of Lansing Direct and Overlapping Property tax Rates Last Ten Fiscal Years (rate per $1,000 of assessed value) Fiscal City Direct Rates Overlapping Rates Year Ended Tax Operating Service City County School State College Other June 30, Year Millage Millage Millage Millage Millage Education Millage Millage Total 2001 2000 14.90 2.06 16.96 7.61 19.04 6.00 2.92 7.62 60.15 2002 2001 14.40 2.06 16.46 7.61 19.10 6.00 3.89 7.59 60.65 2003 2002 14.90 1.03 15.93 8.11 19.01 6.00 3.87 8.34 61.26 2004 2003 14.90 1.03 15.93 8.11 19.06 5.00 3.85 8.89 60.84 2005 2004 14.90 .98 15.88 8.10 20.65 6.00 3.84 8.83 63.30 2006 2005 14.90 .98 15.88 8.18 20.40 6.00 3.81 8.78 63.04 2007 2006 14.95 .93 15.88 8.72 20.32 6.00 3.81 9.15 63.88 2008 2007 14.95 .88 15.83 9.41 20.18 6.00 3.81 8.15 63.38 2009 2008 15.01 .82 15.83 10.83 20.15 6.00 3.81 9.04 65.66 2010 2009 15.44 .26 15.70 8.84 19.95 6.00 3.81 9.93 64.23 (1) rates for Ingham County and Lansing School District only (2) since 1995 this is the Non-homestead rate (3) includes Intermediate School, Airport Authority, Capital Area Transit Authority and Capital Area District Library (began in FY 98) -152- Schedule 7 City of Lansing Principal Property Tax Payers Last Ten Fiscal Years 2010 2009 2008 2007 2006 Percentage Percentage Percentage Percentage Percentage Taxable of Total Taxable of Total Taxable of Total Taxable of Total Taxable of Total Assessed Assessed Assessed Assessed Assessed Assessed Assessed Assessed Assessed Assessed Taxpayer Valuation Rank Valuation Valuation Rank Valuation Valuation Rank Valuation Valuation Rank Valuation Valuation Rank Valuation General Motors Corp. $97,245,402 1 4.15% $130,243,563 1 4.90% $134,702,101 1 5.14% $133,897,648 1 5.11% $161,917,774 1 6.85% Jackson National Life Insurance Company 33,598,974 2 1.43% 38,430,144 2 1.45% 36,738,583 2 1.40% 33,130,261 2 1.26% 32,393,347 2 1.37% Consumers Energy 22,660,900 3 0.97% 22,249,503 3 0.84%22,168,948 4 0.85% 21,628,281 4 0.83% 21,227,570 3 0.90% Delta Township Utilities 20,259,900 4 0.86% 19,875,800 4 0.75% 22,415,570 3 0.86% 25,381,733 3 0.97% 12,999,700 5 0.55% General Motors LLC 20,222,572 5 0.86% Demmer Corporation 17,254,600 6 0.74% 13,829,400 7 0.52% Lansing Retail Center LLC 12,000,900 7 0.51% 14,032,728 6 0.53% 13,441,453 7 0.51% 13,139,375 8 0.50% 12,670,707 7 0.54% Trappers Cove LTD Partners 11,129,000 8 0.47% 12,952,449 8 0.49% 12,854,463 8 0.49% 12,565,459 9 0.48% 12,117,127 8 0.51% River Street Triangle LLC 10,950,800 9 0.47% Blue Cross Blue Shield of Michigan 9,787,000 10 0.42% Accident Fund Company 14,178,118 5 0.53% 14,467,925 6 0.55% 13,202,404 7 0.50% 11,921,155 9 0.50% Heart of the City Assoc 10,341,600 9 0.39% 10,527,474 10 0.40% 10,290,786 10 0.39% 9,923,613 10 0.42% Sprint Spectrum L.P. 8,974,000 10 0.34% 10,693,700 9 0.41% 14,526,841 6 0.55% 12,932,365 6 0.55% Michigan Strategic Fund (1)19,115,577 5 0.73% 18,764,936 5 0.72% 18,095,407 4 0.77% 525 Redevco Inc - Cricket Communications Victor IV Partnership State of Michigan Data furnished from City of Lansing Assessor (1) formerly Capital Outlook LLC continued -153- Schedule 7 City of Lansing Principal Property Tax Payers Last Ten Fiscal Years 2005 2004 2003 2002 2001 Percentage Percentage Percentage Percentage Percentage Taxable of Total Total of Total Total of Total Total of Total Total of Total Assessed Assessed Assessed Assessed Assessed Assessed Assessed Assessed Assessed Assessed Taxpayer Valuation Rank Valuation Valuation Rank Valuation Valuation Rank Valuation Valuation Rank Valuation Valuation Rank Valuation General Motors Corp. 205,316,035$ 1 8.69% 223,100,800$ 1 9.75% 228,595,000$ 1 10.34% 216,957,400$ 1 10.35% 210,124,000$ 1 10.91% Jackson National Life Insurance Company 31,901,307 2 1.35% 31,786,400 2 1.39% 27,653,500 2 1.25% 33,398,500 2 1.59% 41,238,000 2 2.14% Consumers Energy 21,840,336 5 0.92% 22,043,400 5 0.96%21,326,600 5 0.96% 28,554,300 3 1.36% 20,779,800 3 1.08% Delta Township Utilities General Motors LLC Demmer Corporation Lansing Retail Center LLC 12,266,173 6 0.52% 15,544,200 6 0.68% 14,750,900 6 0.67% 14,584,800 6 0.70% 13,311,200 6 0.69% Trappers Cove LTD Partners 11,730,037 9 0.50% 13,198,200 10 0.58% 12,881,700 8 0.58% 12,364,300 8 0.59% 12,364,300 7 0.64% River Street Triangle LLC Blue Cross Blue Shield of Michigan Accident Fund Company 11,061,457 7 0.47% 13,724,200 7 0.60%13,108,100 7 0.59% 12,815,200 7 0.61% 11,181,300 8 0.58% Heart of the City Assoc 9,606,596 10 0.41% 11,438,900 10 0.52% 11,593,000 9 0.55% 10,461,800 9 0.54% Sprint Spectrum L.P. 14,089,100 8 0.60% 13,454,600 8 0.59% 11,877,000 9 0.54% Michigan Strategic Fund (1)17,517,336 4 0.74% 23,029,300 4 1.01% 23,811,500 4 1.08% 20,900,100 5 1.00% 18,805,600 4 0.98% 525 Redevco Inc 26,573,652 3 1.12% 25,976,200 3 1.14% 26,854,700 3 1.21% 24,586,400 4 1.17% 10,000,000 10 0.52% Cricket Communications 13,391,600 9 0.59% Victor IV Partnership 9,408,300 10 0.45% State of Michigan 16488900 5 0.86% Data furnished from City of Lansing Assessor (1) formerly Capital Outlook LLC concluded -154- Schedule 8 City of Lansing Property Tax Levies and Collections Last Ten Fiscal Years Collected within the Fiscal Year of the Levy Total Collections to Date Taxes Levied Current Percent of Delinquent Total Collections for the Tax Levy Tax Tax as a Percent 30-Jun Fiscal Year Collection Collected Collection Collection of Levy 2001 35,547,497$ 35,330,288$ 99.39% 18,522$ 35,348,810$ 99.44% 2002 36,357,748 36,208,985 99.59% 59,625 36,268,610 99.75% 2003 37,310,656 37,041,662 99.28% (97,842) 36,943,820 99.02% 2004 38,267,514 37,826,436 98.85% 58,255 37,884,691 99.00% 2005 40,051,303 39,429,093 98.45% 137,727 39,566,820 98.79% 2006 41,261,397 41,022,735 99.42% 77,747 41,100,483 99.61% 2007 42,627,042 42,516,696 99.74% 91,605 42,608,301 99.96% 2008 44,286,657 44,125,517 99.64% 62,274 44,187,791 99.78% 2009 45,567,556 45,468,639 99.78% 70,347 45,538,986 99.94% 2010 44,997,919 44,844,495 99.66% 203,755 45,048,250 100.11% Note: Amounts are net of chargebacks from the County Tax Revolving Funds for taxes still delinquent after three years. -155- Schedule 9 City of Lansing Ratios of Outstanding Debt by Type Last Ten Fiscal Years Governmental Activities Business-Type Activities General Special General Total Percentage Fiscal Obligation Assessment Lease Obligation Revenue Lease Primary of Personal Per Year Bonds Debt Purchases Loans Bonds Bonds Purchases Loans Government Income Capita Population 2001 17,310,000$ 115,000$ 12,135,000$ 650,000$ 55,069,000$ 97,845,000$ -$ -$ 183,124,000$ 8.58% 1,538$ 119,100 2002 33,668,000 90,000 11,266,000 650,000 123,022,000 32,705,000 - - 201,401,000 9.44% 1,691 119,100 2003 29,553,133 65,000 11,043,847 534,329 129,302,048 29,230,000 - - 199,728,357 9.37% 1,677 119,100 2004 25,078,133 45,000 9,858,752 408,283 158,303,225 55,375,000 - 4,179,649 253,248,042 11.88% 2,126 119,100 2005 13,320,000 35,000 8,396,154 1,543,195 165,029,785 51,710,000 - 4,180,000 244,214,134 11.46% 2,050 119,100 2006 17,245,000 25,000 7,351,126 1,409,844 168,824,004 47,905,000 - 4,180,000 246,939,974 11.59% 2,073 119,100 2007 19,845,000 10,000 15,721,844 1,772,049 165,173,386 43,955,000 - 4,180,000 250,657,280 11.77% 2,105 119,100 2008 20,624,100 - 14,037,885 1,534,822 182,419,608 41,125,000 - 4,180,000 263,921,415 12.40% 2,216 119,100 2009 17,640,000 - 12,394,082 1,290,479 194,429,701 38,285,000 - 4,180,000 268,219,262 12.60% 2,252 119,100 2010 26,152,000 - 10,925,689 1,038,804 202,818,098 35,445,000 - 4,180,000 280,559,591 13.18% 2,356 119,100 (1) population per decennial census by the U.S. Census Bureau (2) personal income data comes from U.S. Census Bureau, American Community Survey 2005 -156- Schedule 10 City of Lansing Ratios of General Bonded Debt Outstanding Last Ten Fiscal Years Debt Payable From Ratio of Fiscal Debt Enterprise Net Bonded Net Year Service Revenues Debt to Bonded Ended Taxable Gross Bonded Monies & Special Net Bonded Taxable Debt per 30-Jun Population(1)Value(3)Debt(2)Available Assessments Debt Value Capita 2001 119,128 1,926,602,629$ 128,819,227$ 266,393$ 93,171,094$ 35,381,740$ 0.0184 297$ 2002 119,128 2,095,936,149 135,999,133 28,496 102,232,751 33,737,886 0.0161 283 2003 119,128 2,211,346,544 140,043,000 7,524 110,419,899 29,615,577 0.0134 249 2004 119,128 2,287,811,884 166,581,000 42,852 145,505,724 21,032,424 0.0092 177 2005 119,128 2,363,993,421 178,349,785 4,400 165,029,785 13,315,600 0.0056 112 2006 119,128 2,429,206,976 186,094,004 88,826 168,849,004 17,156,174 0.0071 144 2007 119,128 2,500,894,289 185,028,386 309,363 165,183,386 19,535,637 0.0078 164 2008 119,128 2,619,195,965 203,043,708 256,144 182,419,608 20,367,956 0.0078 171 2009 119,128 2,658,126,184 212,069,701 186,636 194,429,701 17,453,364 0.0066 147 2010 119,128 2,662,792,292 207,464,914 126,434 191,509,914 15,828,566 0.0059 133 (1) Source:2000 Census by the U.S. Census Bureau (2) includes all general obligation debt and special assessment debt with governmental obligation (3) the tax assessment day is December 31 prior to beginning of fiscal year -157- Schedule 11 City of Lansing Direct and Overlapping Governmental Activities Debt As of June 30, 2010 Net General Obligation Bonded Amount Name of Debt % Applicable Applicable Governmental Unit Outstanding to City to City Net Direct - City 89,384,956.80$ (1)100.00% 89,384,957$ Share of County-Issued Bonds Joint Building Authority 4,313,387$ 100.00% 4,313,387$ Drain Commission 215,460 100.00% 215,460 Overlapping Debt Eaton Intermediate School District 1,410,000 1.37% 19,317$ Waverly School District 35,585,000 0.26% 92,521 Lansing School District 59,295,000 82.32% 48,811,644 East Lansing School District 66,793,651 3.67% 2,451,327 Holt School District 94,802,464 2.79% 2,644,989 Ingham County 34,094,064 29.75% 10,142,984 ,, Eaton County 36,314,300 2.45% 889,700 Lansing Community College 59,355,000 21.50% 12,761,325 Okemos School District 27,762,000 3.19% 885,608 Mason School District 22,950,000 0.10% 22,950 Grand Ledge School District 73,955,000 2.82% 2,085,531 Total Overlapping Debt 80,807,896 Total Direct and Overlapping Debt 174,721,700$ (1) Excludes Michigan Transportation Fund Bonds, Unlimited Tax Bonds, Pollution Abatement Bonds, and Revenue Bonds -158- Schedule 12 Legal Debt Margin Calculation for Fiscal Year 2010 City of Lansing Legal Debt Margin Information Assessed value, real and personal property $2,821,052,583 Last Ten Fiscal Years Assessed value equivalents 159,474,251 Total valuation 2,980,526,834 Legal debt margin Debt limitation - 10 percent of total valuation 298,052,683 Debt applicable to limit Total City Bonded Debt 264,415,098 Add City Share: Drain Commission-County Issued 215,460 Joint Building Authority-County Issued 4,313,387 Brownfield Redevelopment Authority 1,270,000 TIF Supported Bonds 11,563,266 281,777,211 Less: Special Assessment Bonds - Michigan Transportation (MTF) Bonds (7,135,000) Sewage Disposal Revenue Bonds (35,445,000) Pollution Abatement (CSO Project) Bonds (140,828,407) (183,408,407) Total net debt applicable to limit 98,368,804 Legal debt margin $199,683,880 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 Debt limit 237,216,205$ 256,314,667$ 273,340,110$ 289,486,027$ 302,811,105$ 314,307,611$ 324,987,531$ 318,810,868$ 298,581,799$ 298,052,683$ Total net debt applicable to limit 81,504,924 73,872,709 70,893,614 87,171,139 75,882,359 103,095,986 84,276,312 87,966,365 79,513,756 98,368,804 Legal debt margin 155,711,281$ 182,441,958$ 202,446,496$ 202,314,888$ 226,928,746$ 211,211,625$ 240,711,219$ 230,844,503$ 219,068,043$ 199,683,880$ Total net debt applicable to the limit as a percentage of debt limit 34.36% 28.82% 25.94% 30.11% 25.06% 32.80% 25.93% 27.59% 26.63% 33.00% Fiscal Year -159- Schedule 13 City of Lansing Pledged-Revenue Coverage Last Ten Fiscal Years Sewage Disposal Bonds Direct Net Revenue Gross Operating Available for Debt Service Requirements Revenue Expenses(1)Debt Service Principal Interest Total Coverage(2) 2000 21,623,804$ 10,528,286$ 11,095,518$ 2,180,000$ 1,656,475$ 3,836,475$ 2.89 2001 24,193,795 10,574,104 13,619,691 3,065,000 1,976,600 5,041,600 2.70 2002 25,841,763 10,592,681 15,249,082 3,190,000 1,854,090 5,044,090 3.02 2003 26,963,775 11,209,711 15,754,064 3,320,000 1,723,253 5,043,253 3.12 2004 26,196,518 11,543,509 14,653,009 3,475,000 1,723,253 5,198,253 2.82 2005 26,601,646 12,775,001 13,826,645 3,715,000 1,786,328 5,501,328 2.51 2006 27,932,464 12,867,761 15,064,703 3,805,000 2,036,736 5,841,736 2.58 2007 29,292,698 13,494,658 15,798,040 3,950,000 2,152,990 6,102,990 2.59 2008 29,356,299 15,997,449 13,358,850 2,830,000 2,002,400 4,832,400 2.76 2009 27,759,684 14,206,961 13,552,723 2,840,000 1,900,000 4,740,000 2.86 2010 28,613,004 12,358,472 16,254,532 2,840,000 1,803,425 4,643,425 3.50 (1) Operating expenses less depreciation (2) Coverage is defined as net revenue available for debt service divided by debt service requirements -160- Schedule 14 City of Lansing Demographic and Economic Statistics Last Ten Fiscal Years Per capita Personal Personal Median School Unemployment Labor Year Population(1)Income Income(2)Age(3)Enrollment(4)% Rate(5)Force(5) 2001 119,100 2,134,036,817$ 17,918$ 31.56 17,586 4.5 67,725 2002 119,100 2,133,325,472 17,912 31.72 17,490 5.6 67,700 2003 119,100 2,132,614,363 17,906 31.88 17,600 6.7 65,325 2004 119,100 2,131,903,492 17,900 32.04 16,927 7.0 63,750 2005 119,100 2,131,192,857 17,894 32.20 16,201 9.0 68,041 2006 119,100 2,130,460,800 17,888 32.36 16,014 8.4 67,023 2007 119,100 2,129,750,646 17,882 32.52 15,178 8.9 66,224 2008 119,100 2,129,040,730 17,876 32.68 14,475 10.2 65,833 2009 119,100 2,128,331,049 17,870 32.84 14,482 16.2 66,822 2010 119,100 2,127,621,606 17,864 32.92 14,098 15.0 66,602 (1) Source: U.S. Census Bureau (2) Source: personal income for 2000 and 2005 from the U.S.Census Bureau; other years were extrapolated from 2000 and 2005 (3) Source: 2000 data from U.S. Census Bureau. Data for other years estimated by City of Lansing Finance Department (4) Source: Lansing School District (5) Source: Michigan Department of Career Development: Employment Service Agency - Labor Market Information -161- Schedule 15 City of Lansing Principal Employers, June 30, 2010 2009 2008 2007 2006 Percentage Percentage Percentage Percentage Percentage of Total City of Total City of Total City of Total City of Total City Employer Employees (1)Rank Employment (2)Employees (1)Rank Employment Employees (1)Rank Employment Employees (1)Rank Employment Employees (1)Rank Employment State of Michigan 14,355 1 6.55% 14,355 1 6.72% 14,355 1 6.52% 14,355 1 6.24% 14,355 1 6.09% Michigan State University 11,218 2 5.12% 10,500 2 4.91% 10,500 2 4.77% 10,500 2 4.56% 10,500 2 4.45% Sparrow Health System 7,400 3 3.38% 5,500 3 2.57% 6,000 4 2.72% 6,000 4 2.61% 6,000 4 2.54% General Motors 3,688 4 1.68% 5,000 4 2.34% 6,300 3 2.86% 6,300 3 2.74% 6,300 3 2.67% Lansing Community College 3,180 5 1.45% 3,180 5 1.49% 3,180 5 1.44% 3,180 5 1.38% 3,180 5 1.35% Ingham Regional Medical Center 2,500 6 1.14% 2,500 6 1.17% 2,500 6 1.13% 2,500 6 1.09% 2,500 6 1.06% Lansing School District 2,106 7 0.96% 2,106 7 0.99% 2,106 7 0.96% 2,106 7 0.92% 2,106 7 0.89% Meijer 2,000 8 0.91% 1,800 8 0.84% 2,000 8 0.91% 2,000 8 0.87% 2,000 8 0.85% Auto Owners Insurance 1,500 9 0.68% 1,400 10 0.66% 1,500 9 0.68% 1,500 9 0.65% 1,500 9 0.64% Peckham, Inc. 1,400 10 0.64% 1,540 9 0.72% 1,400 10 0.64% 1,400 10 0.61% 1,400 10 0.59% Greater Lansing Metropolitan Area Employment 219,147 213,650 220,300 230,075 235,844 (1) Data is representative of the Greater Lansing Region(2) Source: Michigan Department of Career Development: Employment Service Agency - Labor Market Information Data available back five years only -162- Schedule 16 City of Lansing Full-time Equivalent City Governmental Employees by Function/Program June 30, Function/Program 2010 2009 2008 2007 2006 General Government City Council 11 11 11 11 11 Mayor's Office 5 5 5 5 7 City Clerk 7 7 7 7 7 54-A District Court 53 53 53 55 55 City Attorney's Office 12 12 12 12 11 City TV 2 2 2 2 2 Internal Auditor 1 1 1 1 2 Human Resources 12 13 14 14 (1)12 Finance Accounting/Budget/Purchasing 16 17 16 18 (1)21 Tax Services 24 25 26 29 30 Information Technology 15 17 18 18 18 Property Management 21 23 24 26 (3)28 Fleet Management 30 31 33 37 (2)20 106 113 117 128 117 Planning & Neighborhood Development Administration 2 2 2 2 2 Code Compliance 16 16 17 19 15 Building Safety 15 15 15 16 17 Planning 5 4 5 7 7 Development 9 10 10 10 11 Parking & Transportation 40 41 41 43 49 87 88 90 97 101 Police 344 342 341 338 339 Fire 218 219 219 219 220 Public Services Administration & Engineering 17 18 18 18 19 Operations & Maintenance 110 113 113 119 122 Service Garage - - - (2)17 Wastewater 44 50 50 51 61 171 181 181 188 219 Human Relations & Community Services 5 6 8 9 9 Parks & Recreation Administration & Design 7 7 8 8 9 Grounds & Forestry 27 31 32 32 (2)32 Leisure & Special Recreation 15 19 17 19 (3)20 Cemeteries 3 4 4 5 5 Golf/Ice Arena 4 4 4 4 6 Zoo (4)-- - 1819 56 65 65 86 91 1,090 1,118 1,126 1,172 1,203 In FY 2007, the following restructuring of departments occurred: (1) A payroll position was transferred from Finance to Human Resources (2) Operations of the City's three fleet garages was consolidated in Finance (3) Four custodial positions were transferred from Parks & Recreation to Finance (4) On July 1, 2007, Potter Park Zoo employees were transferred to Ingham County Data available back four years only -163- Schedule 17 City of Lansing Operating Indicators by Function/Program Fiscal Year ended June 30, Function/Program 2010 2009 2008 2007 2006 Public Safety Fire Department responses 16,659 15,852 15,780 15,267 14,869 EMS related 14,398 13,447 13,151 12,779 12,152 Fire related 2,261 2,405 2,629 2,488 2,117 Police Department responses 87,724 89,958 87,634 97,466 87,551 Arrests 11,644 11,559 12,810 13,260 7,479 Traffic violations 18,297 20,122 25,398 29,047 30,948 Public Works Potholes filled 24,945 43,601 40,790 28,122 36,522 Streets resurfaced (miles) 20.70 16.20 20.92 22.11 27.16 Recreation Recreation participation 70,529 39,060 37,783 (1)41,069 38,878 Pavillion rentals 288 315 341 254 255 Sewage Disposal Average amount processed daily (gal) 15.01 million 18.15 million 16.73 million 16.00 million 15.00 million Parking System Average number of monthly permits 3,480 3,783 4,059 3,905 4,073 Parking tickets issued 63,610 66,183 57,153 75,637 82,221 Cemetery Lots sold 142 119 98 114 104 Golf Annual rounds played 30,936 41,588 43,605 (2)59,244 57,256 Garbage and Rubbish Yards sent to landfill 21,805 29,322 29,869 30,402 30,517 Recycling Recycled goods sold (tons) 2,163 2,591 2,818 2,269 2,441 Yards composted 21,819 21,871 21,928 17,189 21,304 Data available back five years only (1) The addition of the Southside Community Center, with a pool, resulted in a large increase in recreation participation in FY 2010 (2) Two golf course were closed in FY 2008 with one of those being converted to a driving range -164- Schedule 18 City of Lansing Capital Asset Statistics by Function/Program June 30, Function/Program 2010 2009 2008 2007 2006 Public Safety Police Stations 3 3 3 3 3 Police Patrol Units 61 61 58 55 55 Fire Stations 9 9 9 9 9 Public Works Streets (miles) 410.63 410.15 410.15 410.15 409.89 Traffic signals 203 196 203 188 194 Recreation Park acreage 2,422.63 2,422.63 2,422.63 2,219.63 2,219.63 Playgrounds 71 82 82 80 76 Baseball/softball fields 61 61 61 61 61 Soccer/football fields 6 6 6 6 6 Community centers 4 4 4 4 4 Sewage Disposal Sanitary sewers (miles) 357.2 353.5 347.4 341.0 338.0 Storm sewers (miles) 232.6 229.9 225.1 220.0 217.0 Combined sewers (miles) 190.5 191.8 197.4 203.0 208.0 Parking System Ramps 4 4 6 6 5 Lots 16 16 15 15 15 Meters 2,493 2,493 2,489 2489 2,489 Cemetery Number of cemeteries 3 3 3 3 3 Golf Number of courses 1 1 1 b 3 3 Acreage 115 115 115 b 318 318 Garbage and Rubbish Refuse collection trucks 18 16 21 21 20 Recycling Recycling trucks 10 10 10 10 10 Potter Park Zoo Number of animals N/A N/A N/A a 398 403 Data available back five years only a. Zoo operations were trasferred to Ingham County in FY2008 b. Two municipal golf courses were non-operational beginning in 2008 -165- CITY OF LANSING -166- -1- CITY OF LANSING, MICHIGAN SINGLE AUDIT ACT COMPLIANCE For the Year Ended June 30, 2010 CITY OF LANSING, MICHIGAN Single Audit Act Compliance Table of Contents For the Year Ended June 30, 2010 PAGE Independent Auditors’ Report on the Schedule of Expenditures of Federal Awards ..................................................................................... 1 Schedule of Expenditures of Federal Awards ................................................................... 2-5 Notes to Schedule of Expenditures of Federal Awards .................................................... 6 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 ............................................................................ 7-8 Independent Auditors’ Report on Compliance With Requirements That Could Have a Direct and Material Effect on Each Major Program and on Internal Control Over Compliance in Accordance With OMB Circular A-133 ...................................................................................................... 9-11 Schedule of Findings and Questioned Costs ..................................................................... 12-25 * * * * * Rehmann Robson 675 Robinson Rd. Jackson, MI 49203 Ph: 517.787.6503 Fx: 517.788.8111 www.rehmann.com -1- INDEPENDENT AUDITORS’ REPORT ON THE SCHEDULE OF EXPENDITURES OF FEDERAL AWARDS December 27, 2010 Honorable Mayor and Members of the City Council City of Lansing, Michigan We have audited the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Lansing, Michigan as of and for the year ended June 30, 2010, and have issued our report thereon dated December 27, 2010. Our audit was performed for the purpose of forming opinions on the financial statements that collectively comprise the City’s basic financial statements. The accompanying schedule of expenditures of federal awards is presented for purposes of additional analysis as required by OMB Circular A-133, Audits of States, Local Governments, and Nonprofit Organizations and is not a required part of the basic financial statements. Such information has been subjected to the auditing procedures applied in the audit of the basic financial statements and, in our opinion, is fairly stated, in all material respects, in relation to the basic financial statements taken as a whole. City of Lansing Schedule of Expenditures of Federal Awards For the June 30, 2010 Audit Federal/ Pass-through Federal/Pass-through Grantor CFDA Grantor Federal Program Title Number Number Expenditures U.S. Department of Housing and Urban Development Direct programs: Community Development Block Grant: 2007 Entitlement 14.218 B-07-MC-26-0025 245,369$ 2008 Entitlement 14.218 B-08-MC-26-0025 237,857 2009 Entitlement 14.218 B-09-MC-26-0025 1,315,074 Neighborhood Stabilization Program 14.218 B-08-MN-26-0007 1,148,382 ARRA - CDBG-R 14.253 B-09-MY-26-0025 135,500 Total Community Development Block Grant 3,082,182 Emergency Shelter: 2008 Grant 14.231 S-08-MC-26-0025 14,904 2009 Grant 14.231 S-09-MC-26-0025 96,357 Total Emergency Shelter Grant 111,261 Supportive Housing Program: Advent House Ministries 14.235 MI0190B5F080801 168,783 Gateway Community Services 14.235 MI0188B5FD80801 58,888 Haven House 14.235 MI28B70-8004 35,562 Haven House 14.235 MI0199B5FD80802 6,544 Capital Area Community Services, Inc. (C.A.C.S.)14.235 MI0191B5F080801 90,288 Capital Area Community Services, Inc. (C.A.C.S.)14.235 MI0189B5F080801 276,095 Greater Lansing Housing Coalition 14.235 MI28B70-8005 86,511 Greater Lansing Housing Coalition 14.235 MI0200BF5080802 15,441 National Council Alcoholism 14.235 MI0198B5F080801 146,428 St. Vincent Catholic Charities (Permanent Supportive Housing II)14.235 MI28B70-8002 142,249 St. Vincent Catholic Charities (Permanent Supportive Housing II)14.235 MI0196B5F080801 169,128 St. Vincent Catholic Charities (Permanent Supportive Housing III)14.235 MI28B70-8006 108,775 St. Vincent Catholic Charities (Permanent Supportive Housing III)14.235 MI0197B5F080801 132,208 St. Vincent Catholic Charities (Supportive Services Only)14.235 MI0192B5F080801 61,347 Homelessness Management Information Systems (H.M.I.S.)14.235 MI28B70-8007 38,748 Homelessness Management Information Systems (H.M.I.S.)14.235 MI0194B5F080801 31,733 Homelessness Management Information Systems (H.M.I.S.) II 14.235 MI0193B5F080801 30,521 ARRA - C.A.C.S. Homelessness Prevention 14.257 S09-MY-26-0025 51,865 ARRA - C.A.C.S. Rapid Rehousing Program 14.257 S09-MY-26-0025 32,302 ARRA - Legal Services Homelessness Prevention and Rapid Re-housing Program (HPRP)14.257 S09-MY-26-0025 19,088 Total Supportive Housing Program 1,702,504 continued… -2- City of Lansing Schedule of Expenditures of Federal Awards For the June 30, 2010 Audit Federal/ Pass-through Federal/Pass-through Grantor CFDA Grantor Federal Program Title Number Number Expenditures U.S. Department of Housing and Urban Development (Concluded) Home Investment Partnerships Program: 2003 Grant Year 14.239 M-03-MC-26-0208 15,828$ 2004 Grant Year 14.239 M-04-MC-26-0208 8,825 2005 Grant Year 14.239 M-05-MC-26-0208 169,443 2006 Grant Year 14.239 M-06-MC-26-0208 70,993 2007 Grant Year 14.239 M-07-MC-26-0208 245,627 2008 Grant Year 14.239 M-08-MC-26-0208 231,485 2009 Grant Year 14.239 M-09-MC-26-0208 278,670 Total Home Investment Partnerships Program 1,020,871 Lead Hazard Reduction Demonstration Grant Program 14.905 MILHD 0162-06 692,692 Total U.S. Department of Housing and Urban Development 6,609,510 U.S. Department of Justice Direct programs: Local Law Enforcement Block Grant: 2005 Grant Year 16.592 2005-DJ-BX-0303 9,620 2006 Grant Year 16.592 2006-DJ-BX-0655 5,641 2007 Grant Year 16.592 2007-DJ-BX-0851 68,394 2008 Grant Year 16.592 2008-F6133-MI-DJ 47,603 2009 Grant Year 16.592 2009-DJ-BX-1223 58,823 Total Local Law Enforcement Block Grant 190,081 Alcohol, Tobacco, and Firearms Training Assistance Grant 16.012 10-DET-064-AFF 12,910 Bulletproof Vest 16.607 2009-BO-BX-09049239 12,110 ARRA - COPS Hiring Recovery Program (CHRP)16.710 2009-RK-WX-0440 270,592 Gang Resistance Education and Training 16.737 2008-JV-FX-0044 76,470 Protecting Safe Neighborhoods 16.744 2007-PG-BX-0009 35,995 Justice Assistance Grant - Smart Policing 16.751 2009-DG-BX-0215 7,077 ARRA - Metro 16.803 2009-SU-B9-4017 33,438 ARRA - Byrne Justice Assistance - Increased Technology for Ingham County System of Justice 16.804 2009-SB-B9-1742 254,015 continued… -3- City of Lansing Schedule of Expenditures of Federal Awards For the June 30, 2010 Audit Federal/ Pass-through Federal/Pass-through Grantor CFDA Grantor Federal Program Title Number Number Expenditures U.S. Department of Justice (Concluded) Passed through the State of Michigan Department of Community Health: Capital Area Response Effort - Year Thirteen 16.575 20457-12V07 44,890$ Capital Area Response Effort - Year Fourteen 16.575 20457-13V09 79,893 Metro Conspiracy Investigations 16.579 70901-9-09-B 223,904 Community-defined Solutions to Violence Against Women 16.590 -n/a-27,658 Passed through the State of Michigan Court Administrative Office: ARRA - 2009 Domestic Violence 16.803 -n/a-4,471 Total U.S. Department of Justice 1,273,504 U.S. Department of Transportation Passed through the State of Michigan Department of Transportation: IPACE (MDOT 77195)20.205 -n/a-4,276 Southwest Signal (MDOT 06-5570)20.205 CMG 0633(026)11,750 Penn. / Mich. Signal (MDOT 06-5571)20.205 CMG 0633(034)10,085 Downtown Signal (MDOT 06-5572)20.205 CMG 0633(033)3,665 Washington Avenue Streetscape (MDOT 07-5213)20.205 STP 0733(028)186,655 Passed through the State of Michigan Office of Highway Safety Planning: Sobriety Court 20.601 SCAO-2010-059 18,090 Sobriety Court 20.601 SCAO-2009-078 6,227 Total U.S. Department of Transportation 240,748 Environmental Protection Agency Direct programs: Brownfield Clean-up Revolving Loan Fund 66.818 BL97566201 262,364 Passed through the State of Michigan Department of Environmental Quality: ARRA - State Revolving Fund 66.458 5005-22 10,410,000 ARRA - Safe Drinking Water State Revolving Fund 66.468 5411-01 1,477,299 Total Environmental Protection Agency 12,149,663 continued… -4- City of Lansing Schedule of Expenditures of Federal Awards For the June 30, 2010 Audit Federal/ Pass-through Federal/Pass-through Grantor CFDA Grantor Federal Program Title Number Number Expenditures U.S. Department of Energy Direct programs: ARRA - Energy Efficiency Block Grant 81.128 DE-SC0002806 75,000$ U.S. Department of Homeland Security Direct programs: Firefighter Assistance Grant 97.044 -n/a-52,724 Pre-disaster Mitigation 97.047 -n/a-318,598 Passed through the State of Michigan Department of State Police: FEMA - Hurricane Katrina 97.036 3225 EM 2,398 Emergency Management Performance Grant 97.042 -n/a-45,934 Interoperable Emergency Communications 97.055 -n/a-24,628 Buffer Zone Protection Program 2006 97.078 -n/a-383,162 2006 State Homeland Security Program 97.067 -n/a-79,522 2006 Law Enforcement Terrorism Prevention Program 97.067 -n/a-30,323 2007 State Homeland Security Program 97.067 2007-GE-T7-0029 1,380,691 2007 Law Enforcement Terrorism Prevention Program 97.067 2007-GE-T7-0029 989,940 2008 State Homeland Security Program 97.067 2008-GE-T8-0052 322,771 Total U.S. Department of Homeland Security 3,630,691 Total Expenditures of Federal Awards 23,979,116$ See notes to schedule of expenditures of federal awards. -5- -6- CITY OF LANSING, MICHIGAN Notes to Schedule of Expenditures of Federal Awards 1. GENERAL The accompanying Schedule of Expenditures of Federal Awards presents the activity of all federal awards programs of the City of Lansing, Michigan (the “City”). Federal awards received directly from federal agencies, as well as federal awards passed through other government agencies, are included on this schedule. The information in this schedule is presented in accordance with the requirements of OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Therefore, some amounts presented in this schedule may differ from amounts presented in, or used in the preparation of, the basic financial statements. The City of Lansing reporting entity is defined in Note I of the City’s basic financial statements. 2. SUBRECIPIENTS The City administers certain federal awards programs through subrecipients. Those subrecipients are not considered part of the City of Lansing reporting entity. Of the federal expenditures presented in the schedule, the City of Lansing provided federal awards to subrecipients as follows: CFDA Amount Provided Program Title Number to Subrecipients Community Development Block Grant 14.218 $ 336,205 Neighborhood Stabilization Program 14.218 1,109,041 Emergency Shelter 14.231 111,261 Supportive Housing Program 14.235 1,601,502 Home Investment Partnerships Program 14.239 44,999 Metro Conspiracy Investigations 16.579 169,421 Interoperable Emergency Communications 97.055 24,628 2006 State Homeland Security Program 97.067 79,522 2006 Law Enforcement Terrorism Prevention 97.067 30,323 2007 State Homeland Security Program 97.067 1,221,471 2007 Law Enforcement Terrorism Prevention 97.067 882,285 2008 State Homeland Security Program 97.067 321,775 Total $ 5,932,433 * * * * * Rehmann Robson 675 Robinson Rd. Jackson, MI 49203 Ph: 517.787.6503 Fx: 517.788.8111 www.rehmann.com -7- 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 December 27, 2010 Honorable Mayor and Members of the City Council City of Lansing, Michigan We have audited the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Lansing, Michigan as of and for the year ended June 30, 2010, which collectively comprise the City’s basic financial statements as listed in the table of contents, and have issued our report thereon dated December 27, 2010. 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. Internal Control Over Financial Reporting In planning and performing our audit, we considered the City of Lansing, Michigan’s internal control over financial reporting as a basis for designing our auditing procedures 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 of Lansing, Michigan’s internal control over financial reporting. Accordingly, we do not express an opinion on the effectiveness of the City of Lansing, Michigan’s internal control over financial reporting. Our consideration of internal control over financial reporting was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control over financial reporting that might be significant deficiencies or material weaknesses and therefore, there can be no assurance that all deficiencies, significant deficiencies, or material weaknesses have been identified. However, as described in the accompanying schedule of findings and questioned costs, we identified a certain deficiency in internal control over financial reporting that we consider to be a material weakness, and another deficiency that we consider to be a significant deficiency. -8- 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. We consider the deficiency described in the accompanying schedule of findings and questioned costs as item 2010-1 to be a material weakness. 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. We consider the deficiency described in the accompanying schedule of findings and questioned costs as item 2010-2 to be a significant deficiency. Compliance and Other Matters As part of obtaining reasonable assurance about whether the City of Lansing, Michigan’s financial statements are free of 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 no instances of noncompliance or other matters that are required to be reported under Government Auditing Standards. We noted certain matters that we reported to management of the City of Lansing, Michigan, in a separate letter dated December 27, 2010. The City of Lansing, Michigan’s responses to the findings identified in our audit are described in the accompanying schedule of findings and questioned costs. We did not audit the City of Lansing, Michigan’s responses and, accordingly, we express no opinion on them. This report is intended solely for the information and use of the audit committee, the governing board, management, others within the organization, and federal awarding agencies and pass-through entities, and is not intended to be and should not be used by anyone other than these specified parties. Rehmann Robson 675 Robinson Rd. Jackson, MI 49203 Ph: 517.787.6503 Fx: 517.788.8111 www.rehmann.com -9- INDEPENDENT AUDITORS’ REPORT ON COMPLIANCE WITH REQUIREMENTS THAT COULD HAVE A DIRECT AND MATERIAL EFFECT ON EACH MAJOR PROGRAM AND ON INTERNAL CONTROL OVER COMPLIANCE IN ACCORDANCE WITH OMB CIRCULAR A-133 March 31, 2011 Honorable Mayor and Members of the City Council City of Lansing, Michigan Compliance We have audited the City of Lansing, Michigan’s compliance with the types of compliance requirements described in the OMB Circular A-133 Compliance Supplement that could have a direct and material effect on each of the City of Lansing, Michigan’s major federal programs for the year ended June 30, 2010. The City of Lansing, Michigan’s major federal programs are identified in the summary of auditors’ results section of the accompanying schedule of findings and questioned costs. Compliance with the requirements of laws, regulations, contracts, and grants applicable to each of its major federal programs is the responsibility of the City of Lansing, Michigan’s management. Our responsibility is to express an opinion on the City of Lansing, Michigan’s compliance based on our audit. We conducted our audit of compliance 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 OMB Circular A-133, Audits of States, Local Governments, and Non-Profit Organizations. Those standards and OMB Circular A-133 require that we plan and perform the audit to obtain reasonable assurance about whether noncompliance with the types of compliance requirements referred to above that could have a direct and material effect on a major federal program occurred. An audit includes examining, on a test basis, evidence about the City of Lansing, Michigan’s compliance with those requirements and performing such other procedures as we considered necessary in the circumstances. We believe that our audit provides a reasonable basis for our opinion. Our audit does not provide a legal determination of the City of Lansing, Michigan’s compliance with those requirements. -10- As described in items 2010-7 and 2010-12, respectively, in the accompanying schedule of findings and questioned costs, the City of Lansing, Michigan did not comply with requirements regarding subrecipient monitoring that are applicable to its Supportive Housing Program and with requirements regarding allowable costs/cost principles that are applicable to its Community Development Block Grant and Home Investment Partnership programs. Compliance with such requirements is necessary, in our opinion, for the City of Lansing, Michigan to comply with the requirements applicable to those programs. In our opinion, except for the noncompliance described in the preceding paragraph, the City of Lansing, Michigan complied, in all material respects, with the compliance requirements referred to above that could have a direct and material effect on each of its major federal program for the year ended June 30, 2010. The results of our auditing procedures also disclosed other instances of noncompliance with those requirements, which are required to be reported in accordance with OMB Circular A-133 and which are described in the accompanying schedule of findings and questioned costs as items 2010-3, 2010-4, 2010-5, 2010-6, 2010-8, 2010-9, 2010-10, and 2010-11. Internal Control Over Compliance Management of the City of Lansing, Michigan is responsible for establishing and maintaining effective internal control over compliance with the requirements of laws, regulations, contracts, and grants applicable to federal programs. In planning and performing our audit, we considered the City of Lansing, Michigan’s internal control over compliance with the requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance, but not for the purpose of expressing an opinion on the effectiveness of internal control over compliance. Accordingly, we do not express an opinion on the effectiveness of the City of Lansing, Michigan’s internal control over compliance. Our consideration of internal control over compliance was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control over compliance that might be significant deficiencies or material weaknesses and therefore, there can be no assurance that all deficiencies, significant deficiencies, or material weaknesses have been identified. However, as discussed below, we identified certain deficiencies in internal control over compliance that we consider to be material weaknesses and other deficiencies that we consider to be significant deficiencies. A deficiency in internal control over compliance exists when the design or operation of a control over compliance does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, noncompliance with a type of compliance requirement of a federal program on a timely basis. A material weakness in internal control over compliance is a deficiency, or combination of deficiencies, in internal control over compliance, such that there is reasonable possibility that material noncompliance with a type of compliance requirement of a federal program will not be prevented, or detected and corrected, on a timely basis. We consider the deficiencies in internal control over compliance described in the accompanying schedule of findings and questioned costs as items 2010-7 and 2010-12 to be material weaknesses. -11- A significant deficiency in internal control over compliance is a deficiency, or a combination of deficiencies, in internal control over compliance with a type of compliance requirement of a federal program that is less severe than a material weakness in internal control over compliance, yet important enough to merit attention by those charged with governance. We consider the deficiencies in internal control over compliance described in the accompanying schedule of findings and questioned costs as items 2010-3, 2010-4, 2010-5, 2010-6, 2010-8, 2010-9, and 2010-10 to be significant deficiencies. The City of Lansing, Michigan’s responses to the findings identified in our audit are described in the accompanying schedule of findings and questioned costs. We did not audit the City of Lansing, Michigan’s responses and, accordingly, we express no opinion on them. This report is intended solely for the information and use of the audit committee, management, others within the organization, the City Council, and federal awarding agencies and pass-through entities and is not intended to be and should not be used by anyone other than these specified parties. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs For the Year Ended June 30, 2010 -12- SECTION I - SUMMARY OF AUDITORS’ RESULTS Financial Statements Type of auditors’ report issued: Unqualified Internal control over financial reporting: Material weakness(es) identified? X yes no Significant deficiency(s) identified? X yes none reported Noncompliance material to financial statements noted? yes X no Federal Awards Internal Control over major programs: Material weakness(es) identified? X yes no Significant deficiency(s) identified? X yes none reported Type of auditors’ report issued on compliance for major programs: Community Development Block Grant Cluster Qualified Supportive Housing Program Qualified Home Investment Partnerships Program Qualified State Revolving Funds Unqualified Drinking Water Revolving Funds Unqualified State Homeland Security Program Unqualified Any audit findings disclosed that are required to be reported in accordance with Circular A-133, Section 510(a)? X yes no CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -13- SECTION I - SUMMARY OF AUDITORS’ RESULTS (CONCLUDED) Identification of major programs: CFDA Number(s) Name of Federal Program or Cluster 14.218/14.253 Community Development Block Grant Cluster 14.235 Supportive Housing Program 14.239 Home Investment Partnerships Program 66.458 State Revolving Funds 66.468 Drinking Water State Revolving Funds 97.067 State Homeland Security Program 93.959 Dollar threshold used to distinguish between Type A and Type B programs: $719,373 Auditee qualified as low-risk auditee? yes X no SECTION II – FINANCIAL STATEMENT FINDINGS Finding 2010-1 – Material Audit Adjustment Material Weakness in Internal Control over Financial Reporting Criteria: The City is responsible for the reconciliation of all general ledger accounts to their proper underlying balances for the purpose of creating a reasonably adjusted trial balance, from which the basic financial statements are derived. Condition: Our auditing procedures identified the need for a material audit adjustment relative to the proper recording of two bond refundings made during the year. These adjustments were unrelated to the City's administration of federal awards Cause: Internal controls did not detect all necessary adjustments to properly record year-end balances. Effect: As a result of this condition, the City's internal books and records were initially misstated by an amount that was material to the financial statements. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -14- SECTION II – FINANCIAL STATEMENT FINDINGS (CONTINUED) Finding 2010-1 – Material Audit Adjustment (Concluded) Recommendation: Management has already reviewed and approved the necessary adjustment, and its effect is included in the City's financial statements. Accordingly, no further corrective action is required. View of Responsible Officials: The entry referenced in this finding was the result of a complicated bond refunding. Management acknowledges its responsibility for the fair presentation of the City’s financial statements, and will continue to carefully review all account balances in the future. 2010-2 – Segregation of Incompatible Duties Significant Deficiency in Internal Control over Financial Reporting Criteria: Management is responsible for establishing effective internal controls to safeguard the City’s assets and to prevent or detect misstatements to the financial statements. In establishing appropriate internal controls, careful consideration must be given to the cost of a particular control and the related benefits to be received. Accordingly, management must make the difficult decision of what degree of risk it is willing to accept, given the government’s unique circumstances. Condition: No single individual should ever be able to authorize a transaction, record the transaction in the accounting records, and maintain custody of the assets resulting from the transaction. During the year under audit, we noted the following situations: The responsibilities for initiating, evaluating, and approving investment transactions are not separate from detail accounting and general ledger functions; Journal entries and other manual transactions were not consistently subjected to a documented, independent review and approval. Cause: This condition is primarily the result of the consolidation of positions in the accounting department. Effect: As a result of this condition, the City is exposed to an increased risk that misstatements or misappropriation might occur and not be detected by management in a timely manner. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -15- SECTION II – FINANCIAL STATEMENT FINDINGS (CONCLUDED) 2010-2 – Segregation of Incompatible Duties (Concluded) Recommendation: While there are no easy answers to the challenge of balancing the costs and benefits of internal control and segregation of duties, we would nevertheless encourage management to actively seek ways to further strengthen its internal control structure by requiring as much independent review, reconciliation and approval of accounting functions by qualified members of management as possible. View of Responsible Officials: The conditions of this finding were the result of transfers of duties and retirements that occurred in the fiscal year. These problems have since been corrected. SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS Finding 2010-3 – Incomplete Reports in Accordance with Section 1512 of the American Recovery and Reinvestment Act of 2009 (ARRA) (Reporting) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #66.458 – State Revolving Funds Criteria: Direct recipients of federal funding under the American Recovery and Reinvestment Act of 2009 (ARRA) are required to submit quarterly reports to a federal website called FederalReporting.gov. Reported information includes (among other things) program narratives, jobs created/retained data, and individual payments made to vendors of $25,000 or more. Recipients should establish internal controls to ensure data quality, completeness, accuracy, and timely reporting. Condition: The City contracted with a certain vendor under this federal grant for which payments of over $25,000 were made in each quarter and over $3 million were made over the fiscal year. This vendor was excluded from the Section 1512 reports. Cause: This condition was the result of an oversight by program management in including engineering and construction oversight costs in addition to actual infrastructure costs. Effect: As a result of this condition, the City submitted reports under Section 1512 of ARRA that contained omissions and did not fully comply with the grant requirements. Questioned Costs: No costs are being questioned as a result of this condition, inasmuch as no actual unallowable expenditures were noted in our testing. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -16- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-3 – Incomplete Reports in Accordance with Section 1512 of the American Recovery and Reinvestment Act of 2009 (ARRA) (Reporting) (Concluded) Recommendation: We recommend that the City review its procedures for compiling financial and programmatic data for Section 1512 reporting. In addition, such reports should be subject to review and approval by an independent employee or administrator prior to submission. View of Responsible Officials: This finding resulted from a misunderstanding of the treatment of design/engineering service costs. Management contracted the State of Michigan Department of Environmental Quality (DEQ) immediately upon becoming aware of the situation. The DEQ consulted with the ARRA reporting coordinator in the Governor’s Office, who suggested a method for including the omitted data in the next quarterly report. That information will be included in the next quarterly report and will be reviewed/approved by a separate employee prior to submission. Finding 2010-4 – Documentation of Payroll Expenditures in Accordance with Federal Cost Principles (Allowable Costs / Cost Principles) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #97.067 – State Homeland Security Grant Criteria: Office of Management and Budget Circular No. A-87, Cost Principles for State, Local, and Indian Tribal Governments, requires charges to federal programs to be supported by personnel activity reports, or in the case of staff who spend 100% of their time on a single federal cost principle, semi-annual certifications. Condition: The only personnel costs charged to this grant were for the program administrator who spent 100% of his time on a single federal cost objective. This individual completed only one time certification for the period under audit. In addition, the certification was signed prior to the specified end date of the certification. Cause: This condition was caused by an oversight in obtaining necessary documentation throughout various personnel changes. Effect: As a result of this condition, the City charged certain personnel costs to this program without sufficient documentation as required by OMB Circular A-87. Questioned Costs: The total amount of personnel costs (salaries and employee benefits) charged to this program without sufficient documentation in accordance with OMB Circular A-87 was $83,641. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -17- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-4 – Documentation of Payroll Expenditures in Accordance with Federal Cost Principles (Allowable Costs / Cost Principles) (Concluded) Recommendation: We recommend that management review the guidance on allowable documentation for personnel costs and ensure that appropriate communication and training is provided to department managers and individuals working on federal grant programs. View of Responsible Officials: Proper certification will be submitted going forward. Finding 2010-5 – Cash Draws in Advance of Disbursement to Subrecipients (Cash Management) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #97.067 – State Homeland Security Program Criteria: OMB Circular A-102, Paragraph 2(a) requires that recipients of federal awards minimize the time elapsing between the transfer to recipients of grants and cooperative agreements and the recipients’ need for the funds. Condition: We noted certain instances in which the City requested and received reimbursement for expenditures incurred by a subrecipient. The City then held these funds for a considerable time before making reimbursement to the subrecipient. Cause: The condition appears to have been caused by a departmental oversight in initiating the check disbursement process after the funds were requested and received from the grantor agency. Effect: As a result of this condition, the City was, at times, in possession of cash in excess of its immediate needs. Questioned costs: No costs are being questioned as a result of this condition, inasmuch as no actual unallowable expenditures were noted in our testing and the advance cash draws were eventually disbursed for program expenditures. Recommendation: As a general rule, cash requests under reimbursement-based grants should be made after the disbursement has already been made. If the City determines that this is unfeasible due to cash flow issues, the potential for disallowed costs by the grantor agency, or other reasons, the disbursement process should be initiated immediately after the funds are received. View of Responsible Officials: Future payment requests will be submitted after the disbursement has been made going forward. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -18- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-6 – Incomplete Monitoring of Subrecipients (Subrecipient Monitoring) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #97.067 – State Homeland Security Grant Criteria: Recipients of federal awards that subgrant funds to other entities are responsible for compliance with requirements related to subrecipient monitoring, as detailed in the OMB Circular A-133 Compliance Supplement. Such requirements include: (1) identifying to the subrecipient the CFDA number, federal awarding agency, and award name and number; (2) monitoring the subrecipient’s use of federal awards to provide reasonable assurance that the program is being administered in compliance with laws, regulations, and the provisions of contracts or grant agreements, and that performance goals are achieved; and (3) ensuring that subrecipients expending $500,000 or more in federal awards have met the audit requirements of OMB Circular A-133 and issuing a management decision on audit findings (if applicable). Condition: Subrecipient monitoring for this program was not performed during the year or in the subsequent months. Cause: This condition was primarily caused by staffing turnover and consolidation. Effect: As a result of this condition, the City did not fully comply with certain compliance requirements of this grant and was subject to the risk that grant funds passed-through and administered by other entities did not comply with federal cost principles or the provisions of OMB Circular A-133. This risk is somewhat mitigated by the fact that subrecipients are required to submit copies of invoices along with their reimbursement requests. Questioned Costs: No costs are being questioned as a result of this condition, as we did not become aware of any unallowable costs or noncompliance at the subrecipient level. Recommendation: We recommend that the City consider developing a centralized subrecipient monitoring policy to incorporate the various provisions of OMB Circular A-133. The timing and frequency of on-site procedures can be flexible, but should occur at least annually. View of Responsible Officials: Subrecipient monitoring will be completed timely going forward. Procedures are being revised to ensure subrecipient monitoring is performed for all applicable grants. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -19- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-7 – Incomplete Monitoring of Subrecipients (Subrecipient Monitoring) Material Noncompliance / Material Weakness in Internal Control over Compliance CFDA #14.235 – Supportive Housing Program Criteria: Recipients of federal awards that subgrant funds to other entities are responsible for compliance with requirements related to subrecipient monitoring, as detailed in the OMB Circular A-133 Compliance Supplement. Such requirements include: (1) identifying to the subrecipient the CFDA number, federal awarding agency, and award name and number; (2) monitoring the subrecipient’s use of federal awards to provide reasonable assurance that the program is being administered in compliance with laws, regulations, and the provisions of contracts or grant agreements, and that performance goals are achieved; and (3) ensuring that subrecipients expending $500,000 or more in federal awards have met the audit requirements of OMB Circular A-133 and issuing a management decision on audit findings (if applicable). Condition: Of the City's eight subrecipients for this program, only one was monitored during the year. Six were monitored in the following year, and one refused to allow the City to conduct on-site monitoring. In addition, single audit reports (as applicable) were not obtained from the subrecipients and therefore were not reconciled to the City’s internal records. Cause: This condition was primarily caused by an oversight by program management in understanding the extent of the requirements for subrecipient monitoring in accordance with OMB Circular A-133. Effect: As a result of this condition, the City did not fully comply with certain compliance requirements of this grant and was subject to the risk that grant funds passed-through and administered by other entities did not comply with federal cost principles or the provisions of OMB Circular A-133. Questioned Costs: No costs are being questioned as a result of this condition, as we did not become aware of any unallowable costs or noncompliance at the subrecipient level. Recommendation: We recommend that the City consider developing a centralized subrecipient monitoring policy to incorporate the various provisions of OMB Circular A-133. The timing and frequency of on-site procedures can be flexible, but should occur at least annually. View of Responsible Officials: Subrecipient monitoring will be completed timely going forward. Procedures are being revised to ensure subrecipient monitoring is performed for all applicable grants. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -20- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-8 – Variances in Financial Reports (Reporting) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #14.218/14.253 – Community Development Block Grant CFDA #14.235 – Supportive Housing Program Criteria: Recipients of federal awards are required to report periodically on financial information, as specified by the OMB Circular A-133 Compliance Supplement or grant agreement. Reported information should be supported by the entity’s accounting records. Condition: The City is required to submit a comprehensive annual performance and evaluation report (CAPER) under its Community Development Block Grant. We noted that the amount reported for the ARRA award was equal to the cash draws through year-end, instead of the actual expenditures. For the Supportive Housing Program, the City submits annual progress reports for each award. In the nine reports reviewed as part of our audit, six disagreed with the accounting records for the indicated time period. Cause: For the CDBG grant, this condition was caused by an error in reporting cash draws instead of actual expenditures. No errors were noted for the non-ARRA award, which comprised the majority of the program expenditures. For the Supportive Housing Program, this condition appears to be caused by errors in accruing year-end payments to subrecipients (and recording a related receivable from the federal government). Effect: As a result of this condition, the City did not comply fully with the reporting requirements under certain federal awards. Questioned Costs: No costs were questioned as a result of this finding, inasmuch as no unallowable expenditures were noted and the reports did not serve as a mechanism for reimbursement. Recommendation: We recommend that the City review its procedures for compiling financial data for external reporting purposes. In addition, such reports should be subject to review and approval by an independent employee or administrator prior to submission. View of Responsible Officials: Procedures are being put into place to ensure that accruals are reported properly and consistently in both the City’s accounting system and the CAPER. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -21- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-9 – Internal Controls over Activities with Suspended or Debarred Parties (Procurement, Suspension and Debarment) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #14.218/14.253 – Community Development Block Grant Criteria: A recipient of federal awards is required to determine that vendors being paid with federal funds are not suspended or debarred from doing business with the government. Such procedures are required whenever the amount disbursed to a single vendor in a given fiscal year is expected to be at least $25,000. Condition: The City appears to have adequate internals over determining whether a vendor selected through the bidding process is suspended or debarred. However, the written agreements between the City and its subrecipients did not consistently include language regarding suspension and debarment, nor were any alternate procedures performed. Cause: This condition was caused by a management oversight in drafting the subrecipient agreements, which were intended to include language regarding suspension and debarment. Appropriate language was included in only one of the five subrecipient agreements that we reviewed. Effect: As a result of this condition, the City was exposed to an increased risk that disbursements of federal awards could be made to vendors suspended or debarred by the federal government. Questioned Costs: No costs are required to be questioned as a result of this finding as none of the subrecipients involved were actually suspended or debarred. Recommendation: We recommend that the City execute revised agreements, when necessary, with its subrecipients to include appropriate language regarding suspension and debarment. View of Responsible Officials: As indicated in the cause, an oversight resulted in an old subrecipient agreement being used. This has been corrected going forwarded – the agreements will all contain appropriate suspension/debarment language going forward. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -22- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-10 – Completion of Environmental Reviews (Special Tests and Provisions) Immaterial Noncompliance / Significant Deficiency in Internal Control over Compliance CFDA #14.218/14.253 – Community Development Block Grant Criteria: In accordance with the OMB Circular A-133 Compliance Supplement, funds cannot be obligated or expended before receipt of HUD’s approval of a Request for Release of Funds and environmental certification, except for certain exempt activities and categorically excluded activities. Condition: The City did not submit the required paperwork for this compliance requirement for the grant year ended June 30, 2010 until October 26, 2010. Cause: This condition was caused by staffing turnover and the consolidation of assignments in the program department. Effect: As a result of this condition, the City failed to submit all required paperwork until after the end of the grant period. Questioned Costs: No costs are required to be questioned as a result of this finding as the environmental clearance was ultimately accepted by the U.S. Department of Housing and Urban Development. Recommendation: The City appears to be current with environmental-related paperwork for the subsequent period and the grantor agency has been informed of the situation. No further corrective action is deemed necessary at this time. View of Responsible Officials: This conditions of this finding resulted from a transfer of job duties. Upon learning of this deficiency, management corrected it through training. Finding 2010-11 – Identification of CFDA Number to Subrecipients (Subrecipient Monitoring) Immaterial Noncompliance CFDA# 14.218/14.253 – Community Development Block Grant CFDA# 14.239 – Home Investment Partnerships Program Criteria: Recipients of federal awards that subgrant funds to other entities are responsible for compliance with requirements related to subrecipient monitoring, as detailed in the OMB Circular A-133 Compliance Supplement. Such requirements include, among other things, identifying to the subrecipient the CFDA number, federal awarding agency, and award name and number. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -23- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONTINUED) Finding 2010-11 – Identification of CFDA Number to Subrecipients (Subrecipient Monitoring) (Concluded) Condition: In contracting with its subrecipients for these programs, the City did not specify the CFDA number or the award number of the funds being provided. Cause: This condition was caused by a management oversight in preparing the subrecipient contracts. Effect: As a result of this condition, the City failed to communicate all required information to its subrecipients and was exposed to the risk that a subrecipient could report the funding in its schedule of expenditures of federal awards (if applicable) under an incorrect CFDA number, or could exclude the program in its entirety. Questioned costs: No costs have been questioned as a result of this finding inasmuch as no disallowed costs were identified. Recommendation: We recommend that the City revise its subrecipient grant agreements to include all necessary communications, and monitor the reporting of its subrecipients to ensure compliance. View of Responsible Officials: This conditions of this finding resulted from a transfer of job duties. Upon learning of this deficiency, management corrected it through training. Finding 2010-12 – Documentation of Payroll Expenditures in Accordance with Federal Cost Principles (Allowable Costs / Cost Principles) Material Noncompliance / Material Weakness in Internal Control over Compliance CFDA #14.218/14.253 – Community Development Block Grant and Neighborhood Stabilization Program CFDA #14.239 – Home Investment Partnerships Program Criteria: Office of Management and Budget Circular No. A-87, Cost Principles for State, Local, and Indian Tribal Governments, requires charges to federal programs to be supported by personnel activity reports, or in the case of staff who spend 100% of their time on a single federal cost principle, semi-annual certifications. Condition: All employees charged to these awards were done on a budgetary basis and no after-the- fact review took place. Timesheets for hourly personnel are only prepared on an exception basis and do not reflect the program or general ledger account being charged. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Continued) For the Year Ended June 30, 2010 -24- SECTION III – FEDERAL AWARD FINDINGS AND QUESTIONED COSTS (CONCLUDED) Finding 2010-12 – Documentation of Payroll Expenditures in Accordance with Federal Cost Principles (Allowable Costs / Cost Principles) (Concluded) Cause: The City began preparing monthly personnel activity reports for non-supervisory positions in April 2010. However, these reports were not compared to the actual charges (based on budget) and adjusted as needed. Effect: As a result of this condition, the City charged certain personnel costs to this program without sufficient documentation as required by OMB Circular A-87. Questioned Costs: The total amount of personnel costs (salaries and employee benefits) charged to this program without sufficient documentation in accordance with OMB Circular A-87 was $25,409 and $775,161 for the Neighborhood Stabilization Program and Community Development Block Grant, respectively (CFDA #14.218) and $68,970 for the Home Investment Partnerships Program (CFDA #14.239). Recommendation: We recommend that management review the guidance on allowable documentation for personnel costs and ensure that appropriate communication and training is provided to department managers and individuals working on federal grant programs. View of Responsible Officials: Procedures are being put into place to ensure that charging of time reflects the information from personnel activity reports. SECTION IV – PRIOR YEAR FINDINGS Findings 2009-1 – Material Audit Adjustments The audit process identified the need for a material adjustment and management identified the need for a prior period restatement to beginning equity. The specific issues from 2009 were not repeated. However, a similar finding was reported for an unrelated adjustment. Finding 2009-2 – Incomplete Monitoring of Subrecipients (Subrecipient Monitoring) CFDA #97.067 – State Homeland Security Grant The City did not fully comply with the requirements for monitoring of subrecipients. Corrective action was not sufficient. Refer to finding 2010-6. A similar finding was reported for a different federal program at 2010-7. CITY OF LANSING, MICHIGAN Schedule of Findings and Questioned Costs (Concluded) For the Year Ended June 30, 2010 -25- SECTION IV – PRIOR YEAR FINDINGS (CONCLUDED) Finding 2009-3 – Documentation of Payroll Costs in Accordance with Federal Cost Principles (Allowable Costs / Cost Principles) CFDA #97.036 – FEMA This program was not required to be tested as major in the current year and as such was not tested. However, our procedures related to other programs identified related issues. Refer to findings 2010- 4 and 2010-12. * * * * * Rehmann Robson 675 Robinson Rd. Jackson, MI 49203 Ph: 517.787.6503 Fx: 517.788.8111 www.rehmann.com December 27, 2010 To the City Council of the City of Lansing Lansing, Michigan We have audited the financial statements of the governmental activities, the business-type activities, the aggregate discretely presented component units, each major fund, and the aggregate remaining fund information of the City of Lansing (the “City”)for the year ended June 30, 2010, and have issued our report thereon dated December 27, 2010. Professional standards require that we provide you with the following information related to our audit. Our Responsibility Under Auditing Standards Generally Accepted in the United States of America and OMB Circular A-133 As stated in our engagement letter dated August 3, 2010, our responsibility, as described by professional standards, is to express opinions about whether the financial statements prepared by management with your oversight are fairly presented, in all material respects, in conformity with accounting principles generally accepted in the United States of America. Our audit of the financial statements does not relieve you or management of your responsibilities. In planning and performing our audit, we considered the City’s internal control over financial reporting in order to determine our auditing procedures for the purpose of expressing our opinions on the financial statements and not to provide assurance on the internal control over financial reporting. We also considered internal control over compliance with requirements that could have a direct and material effect on a major federal program in order to determine our auditing procedures for the purpose of expressing our opinion on compliance and to test and report on internal control over compliance in accordance with OMB Circular A-133. As part of obtaining reasonable assurance about whether the City’s financial statements are free of material misstatement, we performed tests of its compliance with certain provisions of laws, regulations, contracts and grants, 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. Also, in accordance with OMB Circular A-133, we examined, on a test basis, evidence about the City’s compliance with the types of compliance requirements described in the U.S. Office of Management and Budget (OMB) Circular A-133 Compliance Supplement applicable to each of its major federal programs for the purpose of expressing an opinion on the City’s compliance with those requirements. While our audit provides a reasonable basis for our opinion, it does not provide a legal determination on the City’s compliance with those requirements. Page 2 Planned Scope and Timing of the Audit We performed the audit according to the planned scope and timing previously communicated to you in our engagement letter and our meeting about planning matters on October 26, 2010. Significant Audit Findings Qualitative Aspects of Accounting Practices Management is responsible for the selection and use of appropriate accounting policies. In accordance with the terms of our engagement letter, we will advise management about the appropriateness of accounting policies and their application. The significant accounting policies used by the City are described in Note 1 to the financial statements. No new accounting policies were adopted and the application of existing policies was not changed during the year. We noted no transactions entered into by the City during the year for which there is a lack of authoritative guidance or consensus. There are no significant transactions that have been recognized in the financial statements in a different period than when the transaction occurred. Accounting estimates are an integral part of the financial statements prepared by management and are based on management’s knowledge and experience about past and current events and assumptions about future events. Certain accounting estimates are particularly sensitive because of their significance to the financial statements and because of the possibility that future events affecting them may differ significantly from those expected. The most sensitive estimates affecting the financial statements were: Management’s estimate of the useful lives of depreciable capital assets is based on the length of time it is believed that those assets will provide some economic benefit in the future. Management’s estimate of the accrued compensated absences is based on current hourly rates and policies regarding payment of sick and vacation banks. Management’s estimate of their leases receivable balances is based on past experience and future estimate of leases receivable. Management’s estimate of the allowance for uncollectible receivable balances is based on past experience and future expectation for collection of various account balances. Management’s estimate of the insurance claims incurred but not reported is based on information provided by the entity’s third party administrators and subsequent claims activity. The assumptions used in the actuarial valuations of the City's pension and other postemployment benefit plans are based on historical trends and industry standards. Page 3 We evaluated the key factors and assumptions used to develop these estimates in determining that they are reasonable in relation to the financial statements taken as a whole. Difficulties Encountered in Performing the Audit We encountered no significant difficulties in dealing with management in performing and completing our audit. Corrected and Uncorrected Misstatements Professional standards require us to accumulate all known and likely misstatements identified during the audit, other than those that are trivial, and communicate them to the appropriate level of management. There was one passed adjustment for a proposed change in deferred revenue and current verses long term receivable. The amount was not considered material to the financial statements. As described in finding 2010-1 of the City’s single audit, we proposed (and management approved) material audit adjustments to the City’s financial statements. In our opinion, the adjustments had a material effect on the City’s financial reporting process. Disagreements with Management For purposes of this letter, professional standards define a disagreement with management as a financial accounting, reporting, or auditing matter, whether or not resolved to our satisfaction, that could be significant to the financial statements or the auditor’s report. We are pleased to report that no such disagreements arose during the course of our audit. Management Representations We have requested certain representations from management that are included in the attached management representation letter dated December 27, 2010. Management Consultations with Other Independent Accountants In some cases, management may decide to consult with other accountants about auditing and accounting matters, similar to obtaining a “second opinion” on certain situations. If a consultation involves application of an accounting principle to the entity’s financial statements or a determination of the type of auditor’s opinion that may be expressed on those statements, our professional standards require the consulting accountant to check with us to determine that the consultant has all the relevant facts. To our knowledge, there were no such consultations with other accountants. Page 4 Other Audit Findings or Issues We generally discuss a variety of matters, including the application of accounting principles and auditing standards, with management each year prior to retention as the governmental unit’s auditors. However, these discussions occurred in the normal course of our professional relationship and our responses were not a condition to our retention. This information is intended solely for the use of the governing body and management of the City of Lansing and is not intended to be and should not be used by anyone other than these specified parties. Very truly yours, City of Lansing Attachment A - Consideration of Internal Control Over Financial Reporting For the Year Ended June 30, 2010 A-1 In planning and performing our audit of the financial statements of the City of Lansing (the “City”) as of and for the year ended June 30, 2010, in accordance with auditing standards generally accepted in the United States of America, we considered the City’s internal control over financial reporting (internal control) as a basis for designing our auditing procedures 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. Our consideration of internal control was for the limited purpose described in the preceding paragraph and was not designed to identify all deficiencies in internal control that might be significant deficiencies or material weaknesses and, therefore, there can be no assurance that all such deficiencies have been identified. 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 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. The deficiencies we noted that we consider to be material weaknesses are described in the Schedule of Findings and Questioned Costs in the City’s Single Audit report. 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. The deficiencies we noted that we consider to be significant deficiencies are described in the Schedule of Findings and Questioned Costs in the City’s Single Audit report. Other Matters Bank Reconciliations (Repeat Comment) As part of our audit, we examined the bank reconciliations of the City's various accounts throughout the fiscal year. We noted that while most bank reconciliations showed evidence of a formal review and approval process (as required by City policy), several did not. We recommend that the City carefully adhere to its policy that each bank reconciliation be reviewed and approved by an individual other than the preparer, and that such review be evidenced by initialing and dating the reconciliation. We understand that the City has already made changes to these procedures for FY 2011, which should serve to satisfy this recommendation. City of Lansing Attachment A - Consideration of Internal Control Over Financial Reporting For the Year Ended June 30, 2010 A-2 Stale Checks (Repeat Comment) During our testing of the City’s cash and bank reconciliations, it came to our attention that there is a significant number of checks that have been outstanding for more than one year. Michigan Compiled Law (MCL) 567.234 states: “Property held for the owner by a court, state, or other government, governmental subdivision or agency, public corporation, or public authority that remains unclaimed by the owner for more than 1 year after becoming payable or distributable is presumed abandoned.” The law requires the person holding unclaimed property presumed abandoned and subject to the State’s custody, to send written notification (“due diligence letter”) to the owner at their last known address informing them that the property is subject to be turned over to the State of Michigan. The notice must be sent not less than 60 days before filing the report to the State of Michigan. MCL 567.238 requires the letter to the owner along with the unclaimed property to be filed with the State Treasurer on or before November 1 of each year for the twelve month period ending on the immediately preceding June 30. We recommend that the City examine old outstanding checks and follow the procedures detailed above. Fraud Monitoring Program The City has implemented a process to allow employees and others within the organization to report suspected fraud or abuse directly to senior management. However, based on our interactions with various City employees, it would appear that knowledge of this system is not widespread. We recommend that the City undertake to make all employees aware of this system, and consider adding mention of it to the City's employee handbook. Finally, the current system does not appear to support anonymous reporting of matters. We recommend that feature be added as an option for sensitive matters that may not otherwise be reported without appropriate whistle-blower protections in place. Actuarial Data Preparation The City obtains actuarial valuations for its various pension and other postemployment benefit plans each year. Ideally, these valuations should be obtained far enough in advance to be used in determining the annual required contribution for the fiscal year, and to be included in the audited financial statements. In recent years, the City has not provided its actuaries with the information necessary to complete these valuations until well after the end of the fiscal year, which significantly delays the availability of the actuarial information. We recommend that the City seek to accelerate its timeline for submitting data to its actuaries in future periods. City of Lansing Attachment A - Consideration of Internal Control Over Financial Reporting For the Year Ended June 30, 2010 A-3 Pension Report Review The City outsources the administration of certain functions for its pension plans, including investing activities, to a third-party administrator. As part of exercising appropriate oversight over this function, the City should annually obtain a SAS 70 report on the third-party administrator's internal controls. While such a report was available for the most recent period, the City did not review it to ensure that no deficiencies requiring corrective action were noted. We recommend that a knowledgeable official review this report annually and follow-up on any areas of concern with the custodian of the City’s pension assets or its auditors. Multiple Vendor Identification Numbers As part of our audit, we reviewed the City's vendor information file. We noted various instances in which a single vendor was listed multiple times and assigned multiple identification numbers. This appears to be a result of individual City departments requesting a new identification number to be assigned to a vendor without first checking with Purchasing to ensure the vendor hadn't already been setup. In order to facilitate more accurate reporting of the City's purchasing activities, we recommend that a procedure be put in place to check for existing vendor information before approving a new vendor identification number. * * * * *