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HomeMy WebLinkAboutFY 2016 - 2017 - Annual Comprehensive Financial Reports (ACFRs)Comprehensive Annual Financial Report For Fiscal Year Ending June 30, 2017 TOWN OF VINTON, VIRGINIA COMPREHENSIVE ANNUAL FINANCIAL REPORT YEAR ENDED JUNE 30, 2017 Prepared by the Town of Vinton Finance Department/Treasurer’s Office TOWN OF VINTON, VIRGINIA TABLE OF CONTENTS Page INTRODUCTORY SECTION Letter of Transmittal ..........................................................................................................................................i Certificate of Achievement for Excellence in Financial Reporting .............................................................viii Certificate of Distinguished Budget Presentation Award .............................................................................ix Directory of Principal Officials........................................................................................................................x Organizational Chart .......................................................................................................................................xi FINANCIAL SECTION Independent Auditor’s Report ..........................................................................................................................1 Management’s Discussion and Analysis .........................................................................................................3 Basic Financial Statements Government-wide Financial Statements Exhibit 1 Statement of Net Position ...................................................................................................12 Exhibit 2 Statement of Activities ........................................................................................................13 Fund Financial Statements Exhibit 3 Balance Sheet –Governmental Fund .................................................................................14 Exhibit 4 Reconciliation of the Governmental Fund Balance Sheet to the Statement of Net Position......................................................................................15 Exhibit 5 Statement of Revenues, Expenditures, and Changes in Fund Balance –Governmental Fund ..............................................................................16 Exhibit 6 Reconciliation of the Statement of Revenues, Expenditures, and Changes in Fund Balance of the Governmental Fund to the Statement of Activities ..................17 Exhibit 7 Statement of Revenues, Expenditures, and Changes in Fund Balance – Budget and Actual –General Fund .................................................................................18 Exhibit 8 Statement of Net Position –Proprietary Funds ..................................................................19 Exhibit 9 Statement of Revenues, Expenses, and Changes in Fund Net Position –Proprietary Funds ....................................................................................20 Exhibit 10 Statement of Cash Flows –Proprietary Funds ...................................................................21 Notes to Financial Statements ....................................................................................................................22 Required Supplementary Information Exhibit 11 Schedule of Changes in the Net Pension Liability and Related Ratios .............................62 Exhibit 12 Schedule of Pension Contributions.....................................................................................63 Exhibit 13 Schedule of Funding Progress –OPEB ..............................................................................64 Notes to Required Supplementary Information .........................................................................................65 TOWN OF VINTON, VIRGINIA TABLE OF CONTENTS (Continued) Page STATISTICAL SECTION Table 1 Net Position by Component .......................................................................................................67 Table 2 Change in Net Position by Component .....................................................................................68 Table 3 Fund Balances –Governmental Fund .......................................................................................70 Table 4 Changes in Fund Balances –Governmental Fund ....................................................................71 Table 5 Assessed Value and Actual Value of Taxable Property ...........................................................72 Table 6 Principal Water and Sewer Customers ......................................................................................73 Table 7 Property Tax Levies and Collections ........................................................................................74 Table 8 Water and Sewer Rates ..............................................................................................................75 Table 9 Legal Debt Margin Information ................................................................................................76 Table 10 Ratios of Outstanding Debt by Type .........................................................................................77 Table 11 Pledged Revenue Coverage .......................................................................................................78 Table 12 Demographic Statistics ..............................................................................................................79 Table 13 Principal Employers ...................................................................................................................80 Table 14 Full-Time Equivalent Town Government Employees by Function/Program ..........................81 Table 15 Operating Indicators by Function/Program ...............................................................................82 Table 16 Capital Asset and Infrastructure Statistics by Function/Program .............................................83 COMPLIANCE SECTION Independent Auditor’s 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.....................................................................................................85 Summary of Compliance Matters ..................................................................................................................87 Schedule of Finding and Response ................................................................................................................88 Schedule of Prior Audit Finding ....................................................................................................................89 INTRODUCTORY SECTION i TOWN OF VINTON 311 S. POLLARD STREET VINTON, VIRGINIA 24179 PHONE (540) 983-0608 FAX (540) 985-3105 November 15, 2017 To the Honorable Mayor, Members of Town Council, and Citizens of the Town of Vinton, Virginia We are pleased to present the Town of Vinton, Virginia (the Town)Comprehensive Annual Financial Report (CAFR) for the fiscal year ended June 30, 2017 in accordance with Section 15.1-167 of the 1950 Code of Virginia, (1950 as amended). The Code requires that the Town issues an annual report on its financial accounts and records. In addition, the report must be audited. The report was prepared by the Treasurer’s Office and audited independently by the accounting firm Brown,Edwards & Company, L.L.P. Responsibility for both the accuracy of the data and completeness and fairness of the presentation, including all disclosures, rests with the Town’s management. To the best of our knowledge and belief, the enclosed data is accurate in all material respects and is reported in a manner designed to present fairly the financial position and results of operations of the various funds of the Town. All disclosures necessary to enable the reader to gain an understanding of the Town’s financial activities have been included. The Reporting Entity and Services Provided The financial reporting entity includes all of the funds of the primary government of the Town of Vinton, as legally defined. The reporting entity does not include legally separate entities (component units) for which a primary government is financially accountable because there are no such component units within the Town. The Town jointly operates the Roanoke Valley Resource Authority and the Regional Center for Animal Care and Protection through membership on the multi-jurisdictional boards. The Town of Vinton provides a full range of municipal services. These services include police protection, fire and first aid services, refuse and recycling functions, general public improvements, street and right-of-way maintenance, recreational and cultural activities, and planning and zoning. The Town also provides potable water distribution, wastewater collection, maintenance and service of line, meters, and other components related to its utility system. Based on the latest Water Quality Report, the water system meets all state and federal requirements administered by the Office of Drinking Water under the Virginia Department of Health. According to the 2016 Water Quality Report,the Town had no water quality violations. The Virginia Department of Environmental Quality reported statewide recycling rates for calendar year 2016. The Town of Vinton’s rate was 53.7% and was ranked sixth out of all of the waste planning units in the Commonwealth. ii Local Economic Condition and Outlook The Town of Vinton is located in the southern end of the Shenandoah Valley, in the southwestern region of Virginia. Vinton is a part of the Roanoke Metropolitan Statistical Area, which includes the Cities of Roanoke and Salem and Counties of Roanoke, Botetourt, and Craig. The Town is a compact, urban area of 3.2 square miles located within eastern Roanoke County and shares a common border with the City of Roanoke. It is approximately 170 miles west of Richmond, Virginia, the State capital. The Town is a major gateway to the recreational attractions of Smith Mountain Lake and the Blue Ridge Parkway. Approximately 78.8% of the total land within the Town is developed; 50.6% for residential use, 13.8% for commercial or industrial development (within the Town industrial park and at various other locations) and 14.4% for public facility development. The Town of Vinton is full of a depth of history in the region. The oldest running business to date is Southern States, which began operations in the Town limits during the year 1935. In 2015, the Town purchased the former Gish’s Mill property that dates back to the late 1800’s, due to it being one of the founding properties of the Vinton Community and the primary feature of our Town Seal. The Town recently began the process of developing a Feasibility Study for the site to encourage its restoration and redevelopment as a commercial property. Vinton is proud of its small size in relation to the surrounding dense urban areas. It has a reputation as a friendly community with much scenic charm and beauty, and is often the urban center of choice for residents in east Roanoke County and the surrounding population centers of Bedford, Botetourt, and Franklin counties. The location of the Town provides quick and easy access from neighboring jurisdictions via US Interstates 81 and 581, U.S.Routes 460 and 220, and Virginia Routes 24 and 634. This also provides an opportunity for citizens to be able to drive to a community college, two private colleges, and two public universities in less than one hour. The Town’s location also means that its economy is impacted by the economic conditions of its neighbors, and by decisions made by these larger neighboring jurisdictions. Since the Town of Vinton is highly concerned with providing a positive atmosphere and quality of life for its citizens, it has taken an active role in various regional authorities and activities. The Town participates in economic development by being a member of the Roanoke Regional Partnership and working closely with Roanoke County on development opportunities and promoting a shared industrial park. The Town also partners with community groups to hold two major festivals and over a dozen smaller community events and concerts throughout the year. The Town also continues to partner with the Vinton Area Chamber of Commerce for economic development and business retention, recruitment, and promotion. The Town also participates in the Greenway Commission, the purpose of which is to identify and develop possible greenway connections throughout the Roanoke Valley. Through this effort, the Town has recently completed the first phase of the Glade Creek Greenway that will assist to connect the downtown business district with the Roanoke City’s Tinker Creek Greenway and the entire valley-wide greenway system. This will allow for an individual to travel from Vinton to Salem via the bike and pedestrian trail network. In 2016, Botetourt County petitioned to join the Greenway Commission and was accepted by all participating members, which expands the economic development opportunities in the valley through more connections in the region. Vinton is also partnering with the Roanoke-Alleghany Regional Commission to promote a Blueway Trail on the Roanoke River. Vinton has maintained stable property tax rates over the years, while continuing to provide high quality municipal services and responsive government. The combined real estate and personal property tax collections for fiscal year 2017 generate approximately $678,000 or 7.8% of total revenue in the general fund. iii Local Economic Condition and Outlook (Continued) The nearby educational institutions allow opportunities for Town citizens to receive higher education and technical training. Expansion of industry, tourism facilities, and conference centers in the region continue to enhance the reputation of the Town as a highly desirable residential area. Long-term Financial Planning Barry W. Thompson was appointed as Town Manager in June 2016. Mr. Thompson has served the Town of Vinton prior as the Interim Town Manager from January 2016 to June 2016, and also as the Treasurer/Finance Director since December 2004. Mr. Thompson worked with the City of Bedford as the Finance Director and Assistant City Manager for 14 years from November 1984 to October 1998. After leaving the City of Bedford, Mr. Thompson worked as a consultant in governmental accounting and as a Director of Financial Support for a governmental accounting software company. Based on his work experience and education, Mr. Thompson has a strong understanding of local government, as well as an economic development and community focus. Under Mr. Thompson’s leadership, the Town has worked closely with Roanoke County to develop a relationship for mutually beneficial economic development opportunities ranging from short-term and long-term financial goals. The Town Council approved a balanced budget for the upcoming fiscal year. The budget provides for maintaining the existing levels of services provided to the Town’s citizens while increasing an effort on economic development through revitalizing the downtown business area. The Town received notification of the $700,000 Block Grant Award in 2012 to assist with revitalization of our downtown. The grant was funded through the Federal Government and administered through the Virginia Department of Housing and Community Development and was completed on December 31, 2016. The Town utilized its commitment to assist with the purchase of property for the relocation of the Vinton Branch Library to leverage the CDBG funds. The revitalization efforts focused on four key areas: (1) streetscape improvements, (2) business facade improvements, (3) branding and marketing of the downtown, and (4) a revolving loan fund to support business development. The grant was managed by the Assistant Town Manager, with guidance provided by a Project Management Team comprised of Town Officials and Community Stakeholders. The grant assisted in several Town projects, such as the Farmers Market Stage Renovations, downtown park benches and trash receptacles, business storefront façade improvements, a $100,000 revolving loan fund for building renovations and job creation,the “In-Vinton”brand, the downtown shopping guide, as well as the completion of sidewalk improvements and the replacement of the street lamps on Pollard and Lee Streets. The Town had a “Downtown Grand Re-Opening” in April 2017 at the annual Dogwood Festival. The Town continues to commit to the improvement of the highways, streets, and roads by including approximately $374,984 for paving and milling of streets throughout the Town in the upcoming budget year. Major Initiatives The Vinton Business Center is open for business. Cardinal Glass Industries of Minnesota is the first company located in the Vinton Business Center. It has completed its 222,000 square-foot building at an investment of approximately $23.9 million. Currently, it is fully staffed. iv Major Initiatives (Continued) There are two additional prepared sites at the Vinton Business Center which are being marketed. A picnic shelter has been completed while the Greenway Trail is planned to eventually connect with the existing Greenway System running through the Town of Vinton and east Roanoke County. In 2016, the County and the Town partnered to contract with Poe & Cronk Realtors to market the remaining available sites. In June 2017, the Town finalized the project with the Western Virginia Water Authority for Peak Flow Enhancement. The Town continues to update with the County of Roanoke, the Real Estate Tax and Appraisal and Personal Property Tax Software and billing has been successfully implemented. Roanoke County/Town of Vinton also has implemented and continues to update an Appraisal System. DMV imports have been automated and set-off debts have been automated and have improved delinquent collections. In January 2012, the Town implemented an agreement with ACS Enterprise, Inc. for Application Hosting and Technology Support Systems and Services for the Financial Applications. They provide the Town with Technical Support, continuous software updating on the financial applications, and a disaster recovery plan in the event of some unforeseen emergency. The Town is looking to partner with Roanoke County to issue a request for proposal on electronic payment options to improve efficiency and better serve its customers. Prospects for the Future The Town of Vinton worked successfully with Roanoke County in 2016 to market two surplus schools that are located within the Town’s boundaries. Both schools were approved for re-zoning as mixed-use developments. The former Roland E. Cook was renovated into loft apartments and opened in July 2017, and a similar apartment renovation is underway for the former William Byrd High School building. The prior Roanoke County Library has also been purchased, and construction is underway to convert the building into a Macado’s Restaurant. In spring of 2017, the Town acquired an Option to Purchase the former Vinton Motors Property and is actively working with the owner to position the property for redevelopment. This property previously operated as an auto dealership in the Town from 1931 –2008, and was considered at the time of its closing to be the oldest dealership in the Roanoke Valley and the second oldest in the State. This site provides a tremendous opportunity as a mixed-use development due to its road frontage, high vehicle traffic counts,and its proximity to the Downtown Vinton Business District, Route 460,and the Blue Ridge Parkway. Roanoke County Library Vinton Branch -Roanoke County has built its first urban library in Downtown Vinton. The prior library was outdated and too small for the patrons who used it, and has been sold and rezoned as mixed-use development. The current library serves more than 200,000 people a year who will also visit stores, shops,and restaurants in the renovated downtown area. This also is the only County Library on a mass transit route. Comprehensive Plan –The twenty-year Comprehensive Plan for the Town’s economic and community development was adopted in September 2004. This plan which serves as the blue print for the Town’s direction regarding land use, capital development, and economic progress is continuously being reviewed and updated, as needed. Funding for this review has been approved in the fiscal year 2016-2017 budget. v Prospects for the Future (Continued) Façade Improvement Program –The Façade Improvement program was envisioned from recommendations during the Vinton Comprehensive Planning process, which was adopted by Town Council in 2004. The Program provides financial assistance to small businesses, within an identified Downtown area, that wish to improve their property. The grants available under this program range from $500 to $5,000. The program provides a 50% reimbursement of qualified expenses, which include façade and other general property improvements undertaken in accordance with the established design guidelines for exterior improvements only and address architecture, signage, landscaping, walls, lighting, veneers, and awnings Vinton Area Corridors Plan –The Vinton Area Corridors Plan’s purpose is to provide data and information for the Town of Vinton, Roanoke County, and the Virginia Department of Transportation (VDOT) to use in land use and transportation planning. The Town, with a population over 8,000 and a land mass slightly larger than 3 square miles is a diversified urban area striving to sustain its distinctive small-town charm within the greater Roanoke Valley. The study area is comprised of 7.5 miles of corridors that traverse through the Town of Vinton and eastern Roanoke County. The Plan contains a number of implementation strategies that are to be completed over the next 20 years and are grouped by project names, timeframes, and responsible parties. Change of Use Grant -In conjunction with the Façade Program the Town also offers a Change of Use Grant that helps property owners’ change zoning from Residential to Business. The grant helps with expenses such as architectural renderings, ISO standards,and other code compliance issues. The grant offers the participant up to $5,000 in assistance and is a 50% reimbursement of expenses. Accounting System and Budgetary Controls The Town’s accounting records for governmental fund type operations are maintained on a modified accrual basis with revenues being recorded when available and measurable, and expenditures being recorded when services or goods are received and fund liabilities are incurred. Accounting records for proprietary fund types are maintained on the accrual basis with revenues and expenses being recorded when earned or incurred. In developing or modifying the Town’s accounting system, consideration is given to the adequacy of internal controls. Internal controls are designed to provide reasonable, but not absolute, assurance regarding: (a) the safeguarding of assets against loss from unauthorized use or disposition, and (b) the reliability of financial records for preparing financial statements and maintaining accountability for assets. The concept of reasonable assurance recognizes that: (a) the cost of a control should not exceed the benefits likely to be derived, and (b) the evaluation of costs and benefits requires estimates and judgments by management. All internal control evaluations occur within the above framework. The Town’s internal controls adequately safeguard assets and provide reasonable assurance of proper recording of financial transactions. Budgetary control is maintained at the department or function level by the adoption of an annual, accrual plus encumbrances basis budget for both the General and Enterprise Funds. The budgetary controls are designed to ensure compliance with legal restrictions on expenditures as established by the Town Council. Only the Council can revise appropriations. Year-end outstanding encumbrances are reported as a reserve of fund balance and re-appropriated in the subsequent year. vi Cash Management The Town uses a pooled cash concept to allow greater investment flexibility and consequently a better return on investments. Cash from all funds is pooled for investment purposes in the Commonwealth of Virginia’s Local Government Investment Pool and in Certificates of Deposit. The Town’s checking account is an interest bearing public fund demand deposit account earning interest rates tied to the 90-day US T-Bill. Risk Management The Town’s various property and liability insurance coverage is provided by Virginia Municipal League Insurance Programs. The annual insurance costs are allocated to specific departments and funds based on assigned equipment, number of personnel, building usage, and other equitable cost estimates. Independent Audit Virginia law requires that the financial statements of the Town be audited by a Certified Public Accountant (or alternatively, by the Auditor of Public Accounts) selected by the Town Council. Brown, Edwards & Company, L.L.P., has performed an annual audit of the Comprehensive Annual Financial Report. Their audit was conducted in accordance with generally accepted auditing standards; the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States; and Specifications for Audit of Counties, Cities, and Towns, issued by the Auditor of Public Accounts of the Commonwealth of Virginia. The auditor’s report, which includes their opinion on the financial statements of the Town, is contained in this report on page one of the Financial Section. Other auditor’s reports are included in the Compliance Section. GAAP requires that management provide a narrative introduction, overview, and analysis to accompany the basic financial statements in the form of Management’s Discussion and Analysis (MD&A). This letter of transmittal is designed to complement the MD&A and should be read in conjunction with it. The Town’s MD&A can be found immediately following the report of the independent auditors. Certificate of Achievement The Government Finance Officers Association of the United States and Canada (GFOA) awarded a Certificate of Achievement for Excellence in Financial reporting to the Town for its Comprehensive Annual Financial Report for the fiscal year ended June 30, 2016. The Certificate of Achievement is a national award that recognizes conformance with the highest standards for preparation of government financial reports. In order to be awarded a Certificate of Achievement, a governmental unit must publish an easily readable and efficiently organized Comprehensive Annual Financial Report, the contents of which must conform to program standards. The CAFR must satisfy both generally accepted accounting principles and applicable legal requirements. A Certificate of Achievement is valid for a period of one year only. The Town of Vinton has received a Certificate of Achievement for the past eleven fiscal years. We believe our current report continues to conform with the Certificate of Achievement Program requirements, thus, this report is being submitted to GFOA. The Town Manager has also established a goal for the budget document to be reevaluated as a budgeting and communication tool. The GFOA budget document standards are being used as a model for improving the budget document, and the Town submitted the fiscal year 2016-2017 budget document and was awarded GFOA Distinguished Budget Presentation Award for the first time. viii ix x TOWN OF VINTON, VIRGINIA DIRECTORY OF PRINCIPAL OFFICIALS June 30, 2017 TOWN COUNCIL Bradley E. Grose, Mayor Matthew S. Hare, Vice Mayor Keith N. Liles Sabrina McCarty Janet Schneid APPOINTED OFFICIALS Barry W. Thompson ...............................................................Town Manager Anne W. Cantrell.................................................Finance Director/Treasurer Susan Johnson ..............................................................................Town Clerk Thomas Foster .........................................................................Chief of Police INDEPENDENT AUDITORS Brown, Edwards & Company, L.L.P. xi THIS PAGE INTENTIONALLY BLANK FINANCIAL SECTION 1 Your Success is Our Focus 319 McClanahan Street, S.W. • Roanoke, VA 24014-7705 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT To the Honorable Members of Town Council Town of Vinton, Virginia Report on the Financial Statements We have audited the accompanying financial statements of the governmental activities, the business-type activities, and each major fund of the Town of Vinton, Virginia (the “Town”), as of and for the year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the Town’s basic financial statements as listed in the table of contents. Management’s Responsibility for the Financial Statements Management is responsible for the preparation and fair presentation of these financial statements in accordance with accounting principles generally accepted in the United States of America; this includes the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error. Auditor’s Responsibility Our responsibility is to express opinions on these financial statements based on our audit. We conducted our audit in accordance with auditing standards generally accepted in the United States of America, the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, and Specifications for Audits of Counties, Cities, and Towns issued by the Auditor of Public Accounts of the Commonwealth of Virginia.Those standards require that we plan and perform the audit to obtain reasonable assurance about whether the financial statements are free from material misstatement. An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the financial statements. The procedures selected depend on the auditor’s judgment, including the assessment of the risks of material misstatement of the financial statements, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the entity’s preparation and fair presentation of the financial statements in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. Accordingly, we express no such opinion. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluating the overall presentation of the financial statements. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinions. Opinions In our opinion, the financial statements referred to above present fairly, in all material respects, the respective financial position of the governmental activities, the business-type activities, and each major fund of the Town, as of June 30, 2017, and the respective changes in financial position and, where applicable, cash flows thereof and the respective budgetary comparison for the general fund for the year then ended in accordance with accounting principles generally accepted in the United States of America. 2 Report on Summarized Comparative Information We have previously audited the Town’s 2016 financial statements, and in our report dated November 18, 2016, we expressed unmodified opinions on those financial statements. The 2016 financial information is provided for comparative purposes only. In our opinion, the summarized comparative information presented herein as of and for the year ended June 30, 2016, is consistent, in all material respects, with the audited financial statements from which it has been derived. Other Matters Required Supplementary Information Accounting principles generally accepted in the United States of America require that the management’s discussion and analysis and other required supplementary information, as listed in the table of contents, be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board, who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. We have applied certain limited procedures to the required supplementary information in accordance with auditing standards generally accepted in the United States of America, which consisted of inquiries of management about the methods of preparing the information and comparing the information for consistency with management’s responses to our inquiries, the basic financial statements, and other knowledge we obtained during our audit of the basic financial statements. We do not express an opinion or provide any assurance on the information because the limited procedures do not provide us with sufficient evidence to express an opinion or provide any assurance. Other Information Our audit was conducted for the purpose of forming opinions on the financial statements that collectively comprise the Town’s basic financial statements. The introductory section and the statistical section are presented for purposes of additional analysis and are not a required part of the basic financial statements. The introductory and statistical sections have not been subjected to the auditing procedures applied in the audit of the basic financial statements and, accordingly,we do not express an opinion or provide any assurance on them. Other Reporting Required by Government Auditing Standards In accordance with Government Auditing Standards, we have also issued our report dated 2017 on our consideration of the Town’s internal control over financial reporting and on our tests of its compliance with certain provisions of laws, regulations, contracts, and grant agreements and other matters. The purpose of that report is to describe the scope of our testing of internal control over financial reporting and compliance and the results of that testing, and not to provide an opinion on internal control over financial reporting or on compliance. That report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the Town’s internal control over financial reporting and compliance. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 15, 2017 3 MANAGEMENT’S DISCUSSION AND ANALYSIS As management of the Town of Vinton, Virginia (the “Town”), we offer readers of the Town’s financial statements this narrative overview and analysis of the financial activities of the Town for the fiscal year ended June 30, 2017. We encourage readers to consider the information presented here in conjunction with additional information that we have furnished in our letter of transmittal, which can be found on pages i through vii of this report. Financial Highlights The total assets and deferred outflows of resources of the Town exceeded its liabilities and deferred inflows of resources at the close of the most recent fiscal year by $13,908,431 (net position). Of this amount, $2,274,979 (unrestricted net position) may be used to meet the Town’s ongoing obligations to citizens and creditors. The Town’s total net position increased by $755,380. This increase is largely due to total expenses of $11,556,876 being less than total revenues of $12,312,256. However, a decrease of $2,670 (0.04%)in current and other assets occurred. Capital assets decreased by $508,323 with the final result being a decrease of 1.8%in total assets. On the other hand, long-term liabilities decreased by $454,986 (3.42%) which has a small variance from the prior year.Other liabilities decreased by $228,230 (19.27%)which was a decrease in accounts payable and accrued liabilities and an increase in accrued payroll and related liabilities due to end of year timing. Deferred Outflows increased $311,612 (39.96%) and Deferred Inflows decreased $271,545 (25.69%) due to the change in various pension related elements. The final result of all these effects is a 5.7%increase in net position. As of the close of the current fiscal year, the Town’s governmental fund reported an ending fund balance of $2,799,962, a decrease of $79,259 in comparison with the prior year. This is mostly due to a decrease of $275,937 (54.5%)in accounts payable. In addition, deferred inflows decreased by $69,091 (6.2%)and due from other governmental units increased $366,615 (89.5%). Approximately 92.08%of the ending governmental fund balance, $2,578,193 is available for spending at the Town’s discretion (unassigned fund balance), and represents 29.98%of the governmental fund’s expenditures. Overview of the Financial Statements This discussion and analysis is intended to serve as an introduction to the Town’s basic financial statements. The Town’s basic financial statements comprise three components: (1) government-wide financial statements,(2)fund financial statements, and (3) notes to the financial statements. This report also contains other supplementary information in addition to the basic financial statements themselves. Government-wide Financial Statements –The government-wide financial statements are designed to provide readers with a broad overview of the Town’s finances, in a manner similar to a private-sector business. The statement of net position presents information on all of the Town’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference between the four reported as net position. Over time, increases or decreases in net position may serve as a useful indicator of whether the financial position of the Town is improving or deteriorating. 4 Overview of the Financial Statements (Continued) Government-wide Financial Statements (Continued) The statement of activities presents information showing how the government’s net position changed during the most recent fiscal year. All changes in net position are reported as soon as the underlying event giving rise to the change occurs, regardless of the timing of related cash flows. Thus, revenues and expenses are reported in this statement for some items that will result only in cash flows in future fiscal periods (e.g., uncollected taxes and earned but unused vacation leave). Both of the government-wide financial statements distinguish functions of the Town that are principally supported by taxes and intergovernmental revenues (governmental activities) from other functions that are intended to recover all or a significant portion of their costs through user fees and charges (business-type activities). The governmental activities of the Town include general government, public safety, public works, community development, and parks, recreation, and cultural. The business-type activity of the Town is the water and sewer department. Fund Financial Statements –A fund is a grouping of related accounts that is used to maintain control over resources that have been segregated for specific activities or objectives. The Town, like other state and local governments, uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. All of the funds of the Town can be divided into two categories: governmental funds and proprietary funds. Governmental Funds –Governmental funds are used to account for essentially the same functions reported as governmental activities in the government-wide financial statements. However, unlike the government-wide financial statements, governmental fund financial statements focus on near-term inflows and outflows of spendable resources,as well as on balances of spendable resources available at the end of the fiscal year. Such information may be useful in evaluating a government’s near-term financing requirements. Because the focus of governmental funds is narrower than that of the government-wide financial statements, it is useful to compare the information presented for governmental funds with similar information presented for governmental activities in the government-wide financial statements. By doing so, readers may better understand the long-term impact of the government’s near-term financing decisions. Both the governmental fund balance sheet and the governmental fund statement of revenues, expenditures, and changes in fund balance provide a reconciliation to facilitate this comparison between governmental funds and governmental activities. The Town adopts an annual appropriated budget for its general fund. A budgetary comparison statement has been provided for the general fund to demonstrate compliance with this budget. Proprietary Funds –The Town maintains one type of proprietary fund. Enterprise funds are used to report the same functions presented as business-type activities in the government-wide financial statements. The Town uses an enterprise fund to account for its Water and Sewer Department. Proprietary funds provide the same type of information as the government-wide financial statements, only in more detail. The proprietary fund financial statements provide separate information for the Water and Sewer Department. Notes to the Financial Statements –The notes provide additional information that is essential to a full understanding of the data provided in the government-wide and fund financial statement. Other Information –In addition to the basic financial statements and accompanying notes, this report also presents certain required supplementary information concerning the Town’s funding progress for the defined benefit pension plan. 5 Government-wide Financial Analysis As noted earlier, net position may serve over time as a useful indicator of a government’s financial position. In the case of the Town, the net position was $13,908,431 at the close of the most recent fiscal year. By far the largest portion of the Town’s net position (82.69%)reflects its net investment in capital assets (e.g., land, buildings, infrastructure, machinery, and equipment less any related debt used to acquire those assets that are still outstanding). The Town uses these capital assets to provide services to citizens; consequently, these assets are not available for future spending. Although the Town’s net investment in its capital assets is reported net of related debt, it should be noted that the resources needed to repay this debt must be provided from other sources, since the capital assets themselves cannot be used to liquidate these liabilities. The Town’s Net Position Governmental Business-Type Activities Activities Total Current and other assets $4,306,230 $4,$2,399,556 $1,989,351 $6,705,786 $6,708,456 Capital assets 9,507,841 9,555,472 11,191,848 11,652,540 20,699,689 21,208,012 Total assets 13,814,071 14,274,577 13,591,404 13,641,891 27,405,475 27,916,468 Deferred outflows of resources 799,612 547,349 291,766 232,417 1,091,378 779,766 Current and other liabilities 483,828 747,092 472,306 437,272 956,134 1,184,364 Long-term liabilities 5,830,980 5,858,376 7,015,941 7,443,531 12,846,921 13,301,907 Total liabilities 6,314,808 6,605,468 7,488,247 7,880,803 13,803,055 14,486,271 Deferred inflows of resources 757,328 979,560 28,039 77,352 785,367 1,056,912 Net investment in capital assets 6,638,792 6,225,603 4,862,273 4,880,340 11,501,065 11,105,943 Restricted 132,387 209,649 - - 132,387 209,649 Unrestricted 770,368 801,646 1,504,611 1,035,813 2,274,979 1,837,459 Total net position $7,541,547 $7,236,898 $6,366,884 $5,916,153 $13,908,431 $13,153,051 Unrestricted net position of $2,274,979 may be used to meet the Town’s ongoing obligations to citizens and creditors. At the end of the current fiscal year, the Town is able to report positive balances in all three categories of net position, both for the government as a whole, and for its separate governmental and business-type activities. The same situation held true for the prior fiscal year. Governmental activities –Governmental activities increased the Town’s net position by $304,649. For the most part, revenues closely paralleled inflation and conditions represented in the economy and growth in the demand for services. Revenues from operating grants and contributions, capital grants and contributions, and various taxes showed an increase over the prior year. Investment earnings also showed an increase because of the Town’s investments and bond proceeds being invested in higher yields. 6 Government-wide Financial Analysis (Continued) The Town’s Changes in Net Position Governmental Business-Type Activities Activities Total Revenues Program revenues Charges for services $769,199 $733,005 $3,398,582 $3,437,535 $4,167,781 $4,170,540 Operating grants and contributions 1,666,789 1,389,380 - - 1,666,789 1,389,380 Capital grants and contributions 408,362 317,643 - - 408,362 317,643 General revenues Property taxes 697,622 640,391 - - 697,622 640,391 Other taxes 4,232,122 4,157,323 - - 4,232,122 4,157,323 Intergovernmental unrestricted 773,690 744,247 - - 773,690 744,247 Investment earnings 19,406 17,709 2,266 1,318 21,672 19,027 Other 66,305 106,706 338,118 279,661 404,423 386,367 Transfers (219,978)- 219,978 - - - Total revenues 8,413,517 8,106,404 3,958,944 3,718,514 12,372,461 11,824,918 Expenses General government 992,699 1,001,560 - - 992,699 1,001,560 Public safety 3,926,763 3,340,624 - - 3,926,763 3,340,624 Public works 2,011,469 2,026,305 - - 2,011,469 2,026,305 Parks, recreation, and cultural 591,208 591,342 - - 591,208 591,342 Community development 479,973 447,908 - - 479,973 447,908 Interest on long-term debt 106,756 126,164 - - 106,756 126,164 Water and sewer - - 3,088,256 3,103,779 3,088,256 3,103,779 Stormwater management - - 419,957 - 419,957 - Total expenses 8,108,868 7,533,903 3,508,213 3,103,779 11,617,081 10,637,682 Change in net position 304,649 572,501 450,731 614,735 755,380 1,187,236 –July 1,7,236,898 6,664,397 5,916,153 5,301,418 13,153,051 11,965,815 –June 30 $7,541,547 $7,236,898 $6,366,884 $5,916,153 $13,908,431 $13,153,051 7 Government-wide Financial Analysis (Continued) Expenses and Program Revenues –Governmental Activities Revenues by Source –Governmental Activities Business-type activities –Business-type activities increased the Town’s net position by $450,731. The last increase by the Town was effective July 1, 2015 with a rate of 8.9%. There was no increase in the last two fiscal years. 0 500,000 1,000,000 1,500,000 2,000,000 2,500,000 3,000,000 3,500,000 4,000,000 4,500,000 General Government Public safety Public works Parks, recreation, and Cultural Community development Interest on long- term debt Expenses Program Revenues Charges for services 9% Operating grants and contributions 19% Capital grants and contributions 5% Property taxes 8% Other taxes 49% Intergovernmental revenue unrestricted 9% Investment earnings 0% Other 1% 8 Financial Analysis of the Government’s Funds As noted earlier, the Town uses fund accounting to ensure and demonstrate compliance with finance-related legal requirements. Governmental funds –The focus of the Town’s governmental funds is to provide information on near-term inflows, outflows, and balances of spendable resources. Such information is useful in assessing the Town’s financing requirements. In particular, unassigned fund balance may serve as a useful measure of a government’s net resources available for spending at the end of the fiscal year. As of the end of the current fiscal year, the Town’s governmental fund reported an ending fund balance of $2,799,962, a decrease of $79,259 in comparison with the prior year. This is largely due to a decrease in deferred inflows of $69,091 (6.22%), an increase in due from other governmental units of $366,615 (89.51%),and a decrease in total liabilities of $264,525 (3.62%) particularly a decrease in accounts payable and accrued liabilities of $275,937 (54.47%) and an increase in accrued payroll and related liabilities of $7,956 (3.90%). Accounts payable and accrued liabilities, accrued payroll and related liabilities, and unearned revenue decreased by $264,525 (3.62%); this decrease was due to payment of a large accounts payable that had carried over from the prior year. Proprietary funds –The Town’s proprietary fund provides the same type of information found in the government-wide financial statements, but in more detail. Unrestricted net position of the Water and Sewer Department at the end of the year amounted to $1,590,413. Unrestricted net position of the Stormwater Management Department at the end of the year was a deficit of $85,802. Factors concerning the finances of this fund have already been addressed in the discussion of the Town’s business-type activities. General Fund Budgetary Highlights Differences between the original budget and the final amended budget for revenues were $575,595 primarily due to carryover grants included in Categorical Aid amounting to $444,225. Another component of the variance from budget includes $75,207 in charges for services.There was a decrease in revenue in Fee for Transport, and less revenue than anticipated from the War Memorial and Senior Center Rentals. Differences between the original budget and the final amended budget for expenditures were $815,389 with the majority being primarily due to carryover expenses for grant items in Community Development with the Greenway Phase II, and an overestimation on carryover expenses relating to the CDBG grant. Multiple variances between the final budget and the actual final results for the year can be briefly summarized as follows: There was only a minor variance in real property taxes, and 96.75% of the budgeted amount was collected. The real property tax rate did not change from $0.07 per $100 of assessed value. There was a variance of business license revenue of $39,553 (6.91%), this was due to a higher collection of taxes during the period due and a decrease in the late penalties charged. Cigarette tax collection continues to decrease as a result of $0.20 increase in tax rate effective July 2013. Although the tax rate was reduced by $0.15 in March 2014 to encourage buyers, the market has not recovered. In addition to this negative impact, there has been a loss of two (2) retailers and a cigarette outlet opened outside of the Town limits. Another effect on this revenue is the sale of vapors, which are not currently included in cigarette tax sales.The variance from budget was $29,875 (14.36%). For the most part, economic indicators such as sales tax, meals tax, and business license tax reflect very favorable collection. 9 General Fund Budgetary Highlights (Continued) All expenditures by budget functions have favorable variances due to concerted efforts of all departments to control and minimize expenditures except for Interest and Fiscal Charges where the budget was understated. The substantial favorable variance on Community Development is mainly due to $647,106 the carryover grant funding for the Greenway Phase II and an overestimation of carryover budget for the CDBG Downtown Revitalization that was not utilized. The favorable variance in the Public Works Department is mainly due to paving budget that was not utilized by the General Fund due to utility cuts that were made during the year that required the Utility Fund to cover the expense of re-paving those areas. The Stormwater Management Fund was created this year to allow for better tracking of expenses. Prior to creation of this fund, the costs were being paid for by the General Fund and Utility Fund where applicable. Costs that were previously budgeted for in the General Fund and Utility Fund were treated as a transfer to the fund to cover expenditures. Capital Asset and Debt Administration Capital assets –The Town’s investment in capital assets for its governmental and business-type activities as of June 30, 2017, amounts to $20,699,689 (net of accumulated depreciation). This investment in capital assets includes land, buildings and systems, improvements, infrastructure, machinery, and equipment. The total decrease in the Town’s investment in capital assets for the current fiscal year was 2.40%(a 0.50% decrease for governmental activities and a 3.95% decrease for business-type activities). Additional information on the Town’s capital assets can be found in Note 5 of this report. The Town’s Capital Assets (Net of Depreciation) Land $1,832,033 $1,832,033 $80,752 $80,752 $1,912,785 $1,912,785 Buildings and systems 5,019,401 5,303,005 8,183,663 7,457,516 13,203,064 12,760,521 Infrastructure 1,880,757 1,413,942 - - 1,880,757 1,413,942 Improvements other than buildings - - 2,429,311 2,560,925 2,429,311 2,560,925 Machinery and equipment 435,380 555,879 485,599 570,176 920,979 1,126,055 Construction in progress 340,270 450,613 12,523 983,171 352,793 1,433,784 Total $9,507,841 $9,555,472 $11,191,848 $11,652,540 $20,699,689 $21,208,012 10 Capital Asset and Debt Administration (Continued) Long-term debt –At the end of the current fiscal year, the Town had total debt outstanding of $9,693,598.Of this amount, $7,627,761 comprises debt backed by the full faith and credit of the government, $2,011,000 is related to revenue bond obligations, and $54,837 is related to capital leases. The Town’s Outstanding Debt General Obligation and Capital Leases General obligation bonds $2,919,146 $3,217,540 $4,175,676 $4,539,723 $7,094,822 $7,757,263 Revenue bonds - - 2,011,000 2,176,000 2,011,000 2,176,000 Other obligations 266,576 327,424 266,363 280,605 532,939 608,029 Capital leases 54,837 230,969 - - 54,837 230,969 $3,240,559 $3,775,933 $6,453,039 $6,996,328 $9,693,598 $10,772,261 The Town’s total debt decreased by $1,078,663, or 10.01%, during the fiscal year. This decrease is due to the payment of principal payment on outstanding debt. Additional information on the Town’s long-term debt can be found in Note 6 of this report. Economic Factors and Next Year’s Budgets and Rates During the current year, the Town took measures to mitigate the impact of the economic downturn. Departments were also asked to delay small capital expenditures and to monitor operating expenditures for the remainder of the fiscal year. The unemployment rate for Roanoke County (no statistics are available for the Town individually) as of June 30, 2017 is 3.70%, which is the same as last year’s rate of 3.70%. This is comparable to the state’s average unemployment rate as of June 30, 2017 of 3.70% and to the national average rate of 4.4%. The occupancy rate of the Town’s central business district has remained at 90%for the past five years. Inflationary trends in the region compare favorably to national indices. During the current fiscal year, the unassigned fund balance in the general fund decreased by $29,331. The general fund remains strong with an ending unassigned fund balance of $2,578,193. It is intended that this available fund balance will be used for future needs of the Town. Requests for Information This financial report is designed to provide a general overview of the Town’s finances for all those with an interest in the government’s finances. Questions concerning any of the information provided in this report or requests for additional financial information should be addressed to the Finance Department/Treasurer’s Office, Town of Vinton, 311 S. Pollard Street, Vinton, Virginia 24179. 11 BASIC FINANCIAL STATEMENTS EXHIBIT 1 Governmental Business- Type (For Comparison Only) Activities Activities 2017 2016 ASSETS Cash and cash equivalents (Note 2)2,952,161$ 1,665,160$ 4,617,321$ 4,864,638$ Receivables, net (Note 3)398,338 624,813 1,023,151 993,476 Due from other governmental units (Note 4)776,207 - 776,207 409,592 Inventories 3,351 48,043 51,394 77,027 Prepaids 66,152 14,389 80,541 110,004 Loans receivable 84,134 - 84,134 95,524 25,887 47,151 73,038 158,195 Capital assets: (Note 5) Nondepreciable 2,172,303 93,275 2,265,578 3,346,569 Depreciable, net 7,335,538 11,098,573 18,434,111 17,861,443 Total assets 13,814,071 13,591,404 27,405,475 27,916,468 DEFERRED OUTFLOWS OF RESOURCES Deferred charge on refunding 126,571 123,191 249,762 278,438 38,066 9,534 47,600 93,371 314,663 78,813 393,476 - 320,312 80,228 400,540 407,957 Total deferred outflows of resources 799,612 291,766 1,091,378 779,766 LIABILITIES Accounts payable and accrued liabilities 230,675 325,780 556,455 828,644 Accrued payroll and related liabilities 211,801 47,707 259,508 232,322 Accrued interest payable 18,455 55,819 74,274 65,557 Customer security deposits - 43,000 43,000 38,400 Unearned revenue 22,897 - 22,897 19,441 Long-term liabilities: Net pension liability (Note 7)1,997,309 500,264 2,497,573 1,922,331 Due within one year (Note 6)551,600 559,087 1,110,687 1,122,436 Due in more than one year (Note 6)3,282,071 5,956,590 9,238,661 10,257,140 Total liabilities 6,314,808 7,488,247 13,803,055 14,486,271 DEFERRED INFLOWS OF RESOURCES Property taxes 645,383 - 645,383 657,574 Net difference between projected and actual investment earnings on pension plan investments (Note 7)- - - 399,338 111,945 28,039 139,984 - Total deferred inflows of resources 757,328 28,039 785,367 1,056,912 NET POSITION 6,638,792 4,862,273 11,501,065 11,105,943 Public safety 132,387 - 132,387 209,649 Unrestricted 770,368 1,504,611 2,274,979 1,837,459 Differences between expected and actual experience (Note 7) Net difference between projected and actual earnings on plan investments (Note 7) Restricted for: Net investment in capital assets Totals TOWN OF VINTON, VIRGINIA STATEMENT OF NET POSITION June 30, 2017 Cash and cash equivalents, restricted (Note 2) Pension contributions subsequent to measurement date (Note 7) Differences between expected and actual experience (Note 7) The Notes to Financial Statements are an integral part of this statement. 12 EXHIBIT 2 Charges for Capital Grants Governmental Business-Comparison Governmental activities 992,699$ 121,654$ -$ -$ (871,045)$ (871,045)$ (877,380)$ Public safety 3,926,763 118,454 488,204 3,500 (3,316,605) (3,316,605) (3,021,204) Public works 2,011,469 110,145 1,178,585 80,000 (642,739) (642,739) (777,511) Parks, recreation, and cultural 591,208 413,532 - - (177,676) (177,676) (156,991) Community development 479,973 5,414 - 324,862 (149,697) (149,697) (134,625) Interest on long-term debt 106,756 - - - (106,756) (106,756) (126,164) Total governmental activities 8,108,868 769,199 1,666,789 408,362 (5,264,518) (5,264,518) (5,093,875) Business-type activities Water and sewer 3,088,256 3,398,582 - - 310,326$ 310,326 333,756 Stormwater management 419,957 - - - (419,957) (419,957) - Total business-type activities 3,508,213 3,398,582 - - (109,631) (109,631) 333,756 Total 11,617,081$4,167,781$ 1,666,789$ 408,362$ (5,264,518) (109,631) (5,374,149) (4,760,119) General revenues Property taxes (Note 10)697,622 - 697,622 640,391 Sales tax 1,436,325 - 1,436,325 1,348,456 Meals tax 953,721 - 953,721 955,488 Utilities tax 755,985 - 755,985 767,736 Business license tax 500,713 - 500,713 508,747 Cigarette tax 178,125 - 178,125 178,127 Other local taxes 407,253 - 407,253 398,769 Unrestricted intergovernmental revenue 773,690 - 773,690 744,247 Unrestricted investment earnings 19,406 2,172 21,578 18,698 Restricted investment earnings - 94 94 329 Other 66,305 338,118 404,423 386,367 Transfers ( Note 15)(219,978) 219,978 - - Total general revenues 5,569,167 560,362 6,129,529 5,947,355 Change in net position 304,649 450,731 755,380 1,187,236 NET POSITION AT JULY 1 7,236,898 5,916,153 13,153,051 11,965,815 NET POSITION AT JUNE 30 7,541,547$ 6,366,884$ 13,908,431$ 13,153,051$ General government administration Totals TOWN OF VINTON, VIRGINIA STATEMENT OF ACTIVITIES Year Ended June 30, 2017 Program Revenues Net (Expense) Revenue and Changes in Net Position The Notes to Financial Statements are an integral part of this statement. 13 EXHIBIT 3 Comparison 2017 2016 ASSETS Cash and cash equivalents 2,952,161$ 3,762,852$ Receivables, net 398,338 365,784 Due from other governmental units 776,207 409,592 Inventories 3,351 5,772 Prepaids 66,152 56,276 Loans receivable 84,134 95,524 Cash and cash equivalents, restricted 25,887 23,305 Total assets 4,306,230$ 4,719,105$ LIABILITIES Accounts payable and accrued liabilities 230,675$ 506,612$ Accrued payroll and related liabilities 211,801 203,845 22,897 19,441 Total liabilities 465,373 729,898 DEFERRED INFLOWS OF RESOURCES Deferred revenue 1,040,895 1,109,986 FUND BALANCES Nonspendable 89,382 62,048 Restricted 132,387 209,649 Unassigned 2,578,193 2,607,524 Total fund balances 2,799,962 2,879,221 Total liabilities, deferred inflows of resources, and fund balances 4,306,230$ 4,719,105$ General Fund TOWN OF VINTON, VIRGINIA BALANCE SHEET GOVERNMENTAL FUND June 30, 2017 Unearned revenue The Notes to Financial Statements are an integral part of this statement. 14 EXHIBIT 4 (For Comparison Only) –2,799,962$ 2,879,221$ are different because: Capital assets used in governmental activities are not financial resources, and, therefore, are not reported in the funds. Governmental capital assets 19,318,643$ Less: accumulated depreciation (9,810,802) 9,507,841 9,555,472 Bond premiums are reported as revenues in the governmental funds, Bond premiums total $(65,279) and accumulated amortization is $43,642.(21,637) (24,489) Other long-term assets are not available to pay for current-period expenditures and, therefore, are deferred in the funds.395,512 452,412 Financial statement elements related to pensions are applicable to future periods and, therefore, are not reported in the funds. Deferred outflows of resources for differences between expected and actual experience, net difference between projected and actual 673,041 (111,945) (1,997,309) (1,436,213) (1,467,739) Long-term liabilities are not due and payable in the current period and, therefore, are not reported in the funds. General obligation bonds, including unamortized deferred amounts (2,792,575) (266,576) (54,837) Accrued interest payable (18,455) Compensated absences (399,671) Other postemployment benefits (171,804) (3,703,918) (4,157,979) Total Net Position – Governmental Activities TOWN OF VINTON, VIRGINIA RECONCILIATION OF THE GOVERNMENTAL FUND BALANCE SHEET TO THE STATEMENT OF NET POSITION June 30, 2017 Amounts reported for governmental activities in the statement of net position earnings on plan investments, and 2017 employer contributions Deferred inflows of resources for the differences between expected and actual experience Net pension liability Capital lease obligations Obligations payable – Roanoke County and RCACP but are amortized over the life of the debt obligation in the statement of net position: General Fund The Notes to Financial Statements are an integral part of this statement. 15 EXHIBIT 5 Comparison Only) 2017 2016 REVENUES General property taxes 677,609$ 637,659$ Other local taxes 4,227,337 4,207,695 Permits, privilege fees, and regulatory licenses 8,712 9,788 Fines and forfeitures 75,085 51,631 Revenues from use of money and property 136,695 141,889 Charges for services 418,042 452,903 Other 150,967 138,589 Gain sharing 552,764 536,023 Recovered costs 36,498 237,421 Non-categorical aid 416,105 402,244 Categorical aid 1,960,410 1,436,509 Total revenues 8,660,224 8,252,351 EXPENDITURES Current: General government administration 650,824 710,412 Public safety 3,649,236 3,304,624 Public works 1,749,305 1,942,260 Parks, recreation, and cultural 570,065 594,550 Community development 889,397 687,006 Capital projects 463,945 437,389 Debt service: Principal retirement 535,374 404,038 Interest and fiscal charges 91,789 115,486 Bond issuance costs - 15,920 Total expenditures 8,599,935 8,211,685 Excess of revenues over expenditures 60,289 40,666 OTHER FINANCING SOURCES (USES) Proceeds from issuance of long-term debt - 702,000 Payments to refunded bond escrow agent - (686,080) Proceeds from capital lease - 136,599 Proceeds from sale of capital assets 80,430 29,537 Transfers out (219,978) - Total other financing sources (uses)(139,548) 182,056 Net change in fund balance (79,259) 222,722 FUND BALANCE AT JULY 1 2,879,221 2,656,499 FUND BALANCE AT JUNE 30 2,799,962$ 2,879,221$ General Fund TOWN OF VINTON, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE GOVERNMENTAL FUND Year Ended June 30, 2017 The Notes to Financial Statements are an integral part of this statement. 16 EXHIBIT 6 Comparison Only) 2017 2016 Net change in fund balance governmental fund (79,259)$ 222,722$ (1,261) 15,951 (47,631) 112,524 (56,900) (175,484) 31,526 158,055 521,668 240,810 (63,494) (2,077) Change in net position of governmental activities TOWN OF VINTON, VIRGINIA RECONCILIATION OF THE STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE OF THE GOVERNMENTAL FUND TO THE STATEMENT OF ACTIVITIES Year Ended June 30, 2017 General Fund Revenues in the statement of activities that do not provide current financial resources are not reported as revenues in the funds. Governmental funds report employer pension contributions as expenditures. However,in the statement of activities the cost of pension benefits earned net of employee contributions is reported as pension expense.This is the amount by which employer pension contributions $320,312 exceed pension expense $288,786 in the current period. The issuance of long-term debt provides current financial resources to governmental funds,while the repayment of the principal of long-term debt consumes the current financial resources of governmental funds.Neither transaction has any effect on net position.Also,governmental funds report premiums,discounts,and similar items when debt is issued,whereas these amounts are deferred and amortized in the statement of activities.This amount is the net effect of those differences. Some items reported in the statement of activities do not require the use of current financial resources and therefore are not reported as expenditures in governmental funds.These activities consist of a increase in compensated absenses of $(22,172)and an increase in other postemployment benefits of $(41,322). The net effect of the change in accrued interest expense is not reflected in the fund statements. Governmental funds report capital outlays as expenditures;however,in the statement of activities,the cost of those assets are allocated over their estimated useful lives as depreciation expense.This is the amount by which capital outlays $680,489 exceeded depreciation $(617,656)and the value of capital assets disposed $(110,464) in the current period. Amounts reported for governmental activities in the statement of activities are different because: The Notes to Financial Statements are an integral part of this statement. 17 EXHIBIT 7 Variance with Final Budget Positive Original Final Actual (Negative) REVENUES General property taxes 697,167$ 697,167$ 677,609$ (19,558)$ Other local taxes 4,274,328 4,274,328 4,227,337 (46,991) Permits, privilege fees, and regulatory licenses 11,000 11,000 8,712 (2,288) Fines and forfeitures 78,700 78,700 75,085 (3,615) Revenues from use of money and property 139,310 139,310 136,695 (2,615) Charges for services 487,500 493,249 418,042 (75,207) Other 121,750 122,250 150,967 28,717 Gain sharing 550,000 550,000 552,764 2,764 Recovered costs 39,500 56,645 36,498 (20,147) Non-categorical aid 408,535 408,535 416,105 7,570 Categorical aid 1,714,055 2,404,635 1,960,410 (444,225) Total revenues 8,521,845 9,235,819 8,660,224 (575,595) EXPENDITURES Total expenditures 8,409,867 9,415,324 8,599,935 815,389 OTHER FINANCING SOURCES (USES) Proceeds from sale of capital assets 3,000 82,267 80,430 (1,837) Transfers in - 93,252 - (93,252) Transfers out (219,978) (219,978) (219,978) - Net change in fund balance (105,000)$ (223,964)$ (79,259)$ 144,705$ Budgeted Amounts TOWN OF VINTON, VIRGINIA STATEMENT OF REVENUES, EXPENDITURES, AND CHANGES IN FUND BALANCE – BUDGET AND ACTUAL – GENERAL FUND Year Ended June 30, 2017 The Notes to Financial Statements are an integral part of this statement. 18 EXHIBIT 8 2016 Total Enterprise Water and Sewer Stormwater Management Total Enterprise (For Comparison Only) Current assets: Cash and cash equivalents 1,644,206$ 20,954$ 1,665,160$ 1,101,786$ Receivables, net 624,813 - 624,813 627,692 Inventories 48,043 - 48,043 71,255 Prepaids 11,738 2,651 14,389 53,728 Cash and cash equivalents, restricted 47,151 - 47,151 134,890 Total current assets 2,375,951 23,605 2,399,556 1,989,351 Noncurrent assets: Capital assets: Nondepreciable 93,275 - 93,275 1,063,923 Depreciable, net 11,098,573 - 11,098,573 10,588,617 Total noncurrent assets 11,191,848 - 11,191,848 11,652,540 Total assets 13,567,799 23,605 13,591,404 13,641,891 DEFERRED OUTFLOWS OF RESOURCES Deferred charge on refunding 123,191 - 123,191 135,309 Differences between expected and actual experience 7,259 2,275 9,534 18,087 Net difference between projected and actual earnings on plan investments 60,005 18,808 78,813 - LIABILITIES DEFERRED INFLOWS OF RESOURCES 21,348 6,691 28,039 77,352 Net investment in capital assets 4,862,273 - 4,862,273 4,880,340 Unrestricted 1,590,413 (85,802) 1,504,611 1,035,813 Total net position 6,452,686$ (85,802)$ 6,366,884$ 5,916,153$ Differences between expected and actual experience Enterprise Funds TOWN OF VINTON, VIRGINIA STATEMENT OF NET POSITION PROPRIETARY FUNDS June 30, 2017 2017 The Notes to Financial Statements are an integral part of this statement. 19 EXHIBIT 9 2016 Total Enterprise Water and Sewer Stormwater Management Total Enterprise (For Comparison Only) OPERATING REVENUES Water service charges and fees 1,567,715$ -$ 1,567,715$ 1,576,460$ Sewer service charges and fees 1,774,446 - 1,774,446 1,804,869 Water/sewer penalties 56,421 - 56,421 56,206 Other revenue 338,118 - 338,118 279,661 Total operating revenues 3,736,700 - 3,736,700 3,717,196 OPERATING EXPENSES Total operating expenses 2,904,099 419,957 3,324,056 2,929,321 Operating income (loss)832,601 (419,957) 412,644 787,875 NON-OPERATING REVENUE (EXPENSE) Net non-operating expense (181,891) - (181,891) (173,140) Income (loss) before transfers 650,710 (419,957) 230,753 614,735 TRANSFERS IN (OUT) Change in net position 536,533 (85,802) 450,731 614,735 NET POSITION AT JULY 1 NET POSITION AT JUNE 30 6,452,686$ (85,802)$ 6,366,884$ 5,916,153$ TOWN OF VINTON, VIRGINIA Business-Type Activities – Enterprise Fund The Notes to Financial Statements are an integral part of this statement. 20 EXHIBIT 10 2016 Water and Sewer Stormwater Management Total Enterprise Total Enterprise (For Comparison Only) OPERATING ACTIVITIES Receipts from customers 3,406,061$ -$ 3,406,061$ 3,427,455$ Receipts from other sources 338,118 - 338,118 279,661 Payments to suppliers (1,259,286) (81,867) (1,341,153) (1,242,508) Payments to employees (920,767) (231,334) (1,152,101) (938,117) Net cash provided by (used in) operating activities 1,564,126 (313,201) 1,250,925 1,526,491 NONCAPITAL FINANCING ACTIVITIES Transfers from (to) other funds (114,177) 334,155 219,978 - CAPITAL AND RELATED FINANCING ACTIVITIES Purchases of capital assets (272,663) - (272,663) (314,155) Principal paid on long-term liabilities (543,289) - (543,289) (2,082,049) Proceeds from long-term liabilities - - - 1,786,000 Interest paid (181,582) - (181,582) (446,554) Net cash used in capital and related financing activities (997,534) - (997,534) (1,056,758) INVESTING ACTIVITIES Interest received on investments 2,266 - 2,266 1,318 Net increase in cash and cash equivalents CASH AND CASH EQUIVALENTS Beginning at July 1 1,236,676 - 1,236,676 765,625 Ending at June 30 1,691,357$ 20,954$ 1,712,311$ 1,236,676$ RECONCILIATION TO EXHIBIT 8 Cash and cash equivalents 1,644,206$ 20,954$ 1,665,160$ 1,101,786$ Cash and cash equivalents, restricted 47,151 - 47,151 134,890 1,691,357$ 20,954$ 1,712,311$ 1,236,676$ Reconciliation of operating income to net cash provided by operating activities Operating income (loss)832,601$ (419,957)$ 412,644$ 787,875$ Adjustments to reconcile operating income (loss) to net cash provided by (used in) operating activities: Depreciation 721,776 - 721,776 687,384 Pension expense net of employer contributions (78,720) 85,846 7,126 2,668 Change in certain assets and liabilities: (Increase) decrease in: Receivables, net 2,879 - 2,879 (16,980) Inventories 23,212 - 23,212 (846) Prepaids 41,990 (2,651) 39,339 (41,884) Increase (decrease) in:- Accounts payable and accrued liabilities 23,824 4,792 28,616 99,833 Accrued payroll and related liabilities 7,771 11,459 19,230 5,098 Customer security deposits 4,600 - 4,600 6,900 Compensated absences (19,378) 6,290 (13,088) (6,842) Other post employment benefits 3,571 1,020 4,591 3,285 Net cash provided by (used in) operating activities 1,564,126$ (313,201)$ 1,250,925$ 1,526,491$ -$ NONCASH CAPITAL AND RELATED FINANCING Capital asset purchases included in accounts payable 28,229$ -$ 28,229$ 53,097$ Capitalized interest 13,289$ -$ 13,289$ 57,760$ TOWN OF VINTON, VIRGINIA STATEMENT OF CASH FLOWS PROPRIETARY FUNDS Year Ended June 30, 2017 Business-Type Activities – Enterprise Fund The Notes to Financial Statements are an integral part of this statement. 21 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)22 Note 1.Summary of Significant Accounting Policies A.The Financial Reporting Entity The Town of Vinton was established in 1884. It is a political subdivision of the Commonwealth of Virginia operating under the Council-Manager form of government. The Town Council consists of a mayor and four other council members. The Town is part of Roanoke County and has taxing powers subject to state-wide restrictions and tax limits. Vinton provides a full range of municipal services including police, refuse collection, recycling, public improvements, planning and zoning, general administrative services, fire, first aid, recreation, and water and sewer services. Fire and first-aid services are supplemented by volunteer departments. Jointly Governed Organizations Roanoke Valley Resource Authority: The Town of Vinton, Roanoke County, and the City of Roanoke jointly participate in the Roanoke Valley Resource Authority, which operates a regional solid waste disposal system that includes a sanitary landfill, waste collection, and transfer station. The Authority is governed by a board composed of seven members appointed by the governing bodies of participating jurisdictions. Town Council appoints one member. The Town has control over the budget and financing of the Authority only to the extent of representation by the board member appointed. The participating localities are each responsible for their pro-rata share, based on population, of any year-end operating deficit. For the current year, the Town remitted $184,695 to the Authority for services. A separate financial statement can be obtained from the Roanoke Valley Resource Authority, 110 Hollins Road, NE, Roanoke, Virginia 24012. Roanoke Valley Regional Pound Facility: The Counties of Roanoke and Botetourt, the City of Roanoke, the Town of Vinton, and the Roanoke Valley Society for the Prevention of Cruelty to Animals, Inc. formed the Advisory Board of the Roanoke Valley Regional Pound Facility to construct and operate a regional pound facility. The Board is composed of nine members. Each locality’s financial obligation is based on the number of animals caged per day at the facility. The Town’s proportionate share totaled $50,317 for the current year. Separate financial statements are not available. Roanoke County Emergency Communications Center: The Town participates in an intergovernmental agreement with the County of Roanoke for the operation of a E-911 dispatch center. All personnel of the Center are employees of Roanoke County. The Director of Communications & Information Technology in coordination with the Emergency Communications Center Advisory Board is responsible for oversight of the Center. The Assistant Director for Communications and Information Technology is responsible for the day-to-day operational management of the Center.The Town and County contribute to the operational cost of the Center based on the pro rata share of call volume. The Town’s share of the operating cost was approximately $419,390 in the current year. Separate financial statements are not available. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)23 Note 1.Summary of Significant Accounting Policies (Continued) A.The Financial Reporting Entity (Continued) Jointly Governed Organizations (Continued) Western Virginia Regional Industrial Facility Authority: The Town of Vinton, County of Botetourt, County of Franklin, County of Roanoke, City of Salem, and the City of Roanoke jointly participate in the Western Virginia Regional Industrial Facility Authority, which functions to enhance the economic base for members by developing, owning, and operating facilities on a cooperative basis. The Authority is governed by a board composed of twelve members appointed by the governing bodies of participating jurisdictions. Town Council appoints two members. There were no associated costs to members for participation in the Authority in the current year. A separate financial statement can be obtained from the Western Virginia Regional Industrial Facility Authority care of Roanoke Regional Partnership, 111 Franklin Road, SE, Roanoke, Virginia 24011. Joint Venture Regional Fire Training Facility: The Town participates in an intergovernmental agreement with the County of Roanoke and the Cities of Roanoke and Salem for the operation of a regional fire training facility. The Roanoke Valley Regional Fire Training Academy Board is responsible for overseeing the management, operation, and administration of the Academy. Each participating jurisdiction maintains a leasehold interest in the project and shares costs of operation and maintenance equal to the jurisdiction’s payment percentage as defined in the agreement. The Town’s participating interest is 4%. The Town’s share of the operating cost was approximately $3,545 in the current year. Separate financial statements are not available. B.Individual Component Unit Disclosures As required by generally accepted accounting principles, these financial statements present the Town as the primary government. A component unit is an entity for which the primary government is considered to be financially accountable. There are no component units within this reporting entity. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)24 Note 1.Summary of Significant Accounting Policies (Continued) C.Government-Wide and Fund Financial Statements The government-wide financial statements (i.e., the statement of net position and the statement of changes in net position) report information on all of the activities of the Town. For the most part, the effect of interfund activity has been removed from these statements. Interfund services provided and used are not eliminated in the process of consolidation. Governmental activities, which normally are supported by taxes and intergovernmental revenues, are reported separately from business-type activities, which rely to a significant extent on fees and charges for support. The statement of activities demonstrates the degree to which the direct expenses of a given function or segment is offset by program revenues. Direct expenses are those that are clearly identifiable with a specific function or segment. Program revenues include (1) charges to customers or applicants who purchase, use, or directly benefit from goods, services, or privileges provided by a given function or segment and (2) grants and contributions that are restricted to meeting the operational or capital requirements of a particular function or segment. Taxes and other items not properly included among program revenues are reported instead as general revenues. Separate financial statements are provided for the governmental fund and proprietary funds. D.Measurement Focus, Basis of Accounting, and Financial Statement Presentation The government-wide financial statements are reported using the economic resources measurement focus and the accrual basis of accounting, as are the proprietary fund financial statements. Revenues are recorded when earned, and expenses are recorded when a liability is incurred, regardless of the timing of related cash flows. Property taxes are recognized as revenues in the year for which they are levied. Grants and similar items are recognized as revenue as soon as all eligibility requirements imposed by the provider have been met. Governmental fund financial statements are reported using the current financial resources measurement focus and the modified accrual basis of accounting. Revenues are recognized as soon as they are both measurable and available. Revenues are considered to be available when they are collectible within the current period or soon enough thereafter to pay liabilities of the current period. For this purpose, the Town considers revenue as available if it is collected within 45 days of the end of the current fiscal period. Expenditures generally are recorded when a liability is incurred, as under accrual accounting. However, debt service expenditures, as well as expenditures related to compensated absences and claims and judgments, are recorded only when payment is due. Property taxes, franchise taxes, licenses, and interest associated with the current fiscal period are all considered to be susceptible to accrual and have been recognized as revenues of the current fiscal period. All other revenue items are considered to be measurable and available only when cash is received by the Town. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)25 Note 1.Summary of Significant Accounting Policies (Continued) D.Measurement Focus, Basis of Accounting, and Financial Statement Presentation (Continued) The Town reports the following major governmental fund: The general fund is the Town’s primary operating fund. It accounts for all financial resources of the Town, except those required to be accounted for in another fund. The Town reports the following major proprietary funds: The enterprise funds account for the financing of services to the general public where all or most of the operating expenses involved are intended to be recovered in the form of user charges, or where management has decided that periodic determination of revenues earned, expenses incurred, and/or net income is appropriate for management control, accountability, or other purposes. The enterprise funds consist of the activities relating to water and sewer services and stormwater management. Amounts reported as program revenues include (1) charges to customers or applicants for goods, services, or privileges provided, (2) operating grants and contributions, and (3) capital grants and contributions, including special assessments. Internally dedicated resources are reported as general revenues rather than as program revenues. Likewise, general revenues include all taxes. Proprietary funds distinguish operating revenues and expenses from non-operating 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 water and sewer enterprise fund are charges to customers for sales and services. The stormwater management fund has not begun to collect dedicated utility fees. Operating expenses for enterprise 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 non-operating revenues and expenses. E.Budgets and Budgetary Accounting The following procedures are used in establishing the budgetary data reflected in the financial statements: 1)Prior to June 30, the Town Manager submits to Council a proposed operating and capital budget for the fiscal year commencing the following July 1. This budget includes proposed expenditures and the means of financing them. 2)Public hearings are conducted to obtain citizen comments. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)26 Note 1.Summary of Significant Accounting Policies (Continued) E.Budgets and Budgetary Accounting (Continued) 3)Prior to June 30, the budgets for the general and enterprise funds are legally enacted through passage of an appropriations ordinance. Town Council may, from time to time, amend the budget providing for additional expenditures and the means for financing them. Town Council approved additional general fund appropriations of approximately $1,005,457 during the fiscal year ended June 30, primarily for capital projects deferred from the prior year and additional operating expenditures. 4)The appropriations ordinance places legal restrictions on expenditures at the department or function level. Management can over-expend at the line item level without approval of Town Council. The appropriation for each department or function can be revised only by Town Council. The Town Manager is authorized to transfer budget amounts within departments. All budget data presented in Exhibit 7 is at the legal level of budgetary control. 5)Formal budgetary integration is employed as a management control device during the year for the general and enterprise funds. 6)Budgets are adopted on a basis consistent with generally accepted accounting principles (GAAP). 7)Appropriations lapse on June 30. 8)All budget data presented in the accompanying financial statements are revised as of June 30. F.Cash and Cash Equivalents Cash and cash equivalents are defined as short-term, highly liquid investments (including restricted assets) with an original maturity of three months or less when purchased. G.Allowance for Uncollectible Accounts The Town calculates its allowance for uncollectible accounts using historical collection data and specific account analysis. H.Inventories Inventories are valued at the lower of cost (first-in, first-out) or market method.Inventories are accounted for under the consumption method, where inventories are recorded as expenditures when consumed, rather than when purchased. I.Prepaid Items Governmental fund prepaid items consist primarily of health insurance premiums payments incurred for periods in a subsequent fiscal year. Prepaid items are accounted for using the consumption method. The payments are recorded as expenditures in the fiscal year related to the coverage period. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)27 Note 1.Summary of Significant Accounting Policies (Continued) I.Prepaid Items (Continued) Proprietary fund prepaid items consist primarily of inventory purchased before year end but not received and on hand until after year end. Prepaid items are accounted for using the consumption method. The costs of these items are expensed in the subsequent fiscal year when they are actually consumed or used. J.Capital Assets Capital assets, which include property, plant, and equipment, and infrastructure assets acquired subsequent to July 1, 2001, are reported in the applicable governmental or business-type activities columns in the government-wide financial statements. Capital assets are defined by the Town as assets with an initial, individual cost of more than $5,000 and an estimated useful life in excess of one year. Such assets are recorded at historical cost or estimated historical cost if purchased or constructed. Donated capital assets, donated works of art and similar items, and capital assets received in a service concession arrangement at acquisition value. The costs of normal maintenance and repairs that do not add to the value of the asset or materially extend assets lives are not capitalized. Capital assets are depreciated using the straight-line method over the following estimated useful lives: Buildings and improvements 10-40 years Machinery and equipment 3-10 years Utility plant 20-40 years Public domain infrastructure 25-40 years Sewage treatment contract 30 years K.Deferred Outflows/Inflows of Resources In addition to assets, the statements which present financial position report a separate section for deferred outflows of resources. This separate financial statement element represents a consumption of net position that applies to future periods and so will not be recognized as an outflow of resources (expense/expenditure) until then. The Town has four items that qualify for reporting in this category. The first is the deferred charge on refunding reported in the government-wide statement of net position. A deferred charge on refunding results from the difference in the carrying value of refunded debt and its reacquisition price. This amount is deferred and amortized over the shorter of the life of the refunded or refunding of debt. The second item consists of contributions subsequent to the measurement date for pensions; this will be applied to the net pension liability in the next fiscal year. The third item consists of the differences between expected and actual experience for economic/demographic factors in the measurement of the total pension liability. The fourth item is the net difference between projected and actual earning on pension plan investments. These pension differences will be recognized in pension expense over the closed five year period. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)28 Note 1.Summary of Significant Accounting Policies (Continued) K.Deferred Outflows/Inflows of Resources (Continued) In addition to liabilities, statements which present financial position report a separate section for deferred inflows of resources. This separate financial statement element represents an acquisition of net position that applies to future periods and so will not be recognized as an inflow of resources (revenue) until that time. The Town has three items that qualify for reporting in this category. The first item occurs only under a modified accrual basis of accounting. The item, unavailable revenue, is reported only in the governmental fund balance sheet. The governmental fund reports unavailable revenue from property taxes and other receivables not collected within 45 days of year-end and property taxes levied to fund future years. These amounts are deferred and recognized as an inflow of resources in the period that the amounts become available. The second item relates to unearned property taxes including taxes received in advance of the year in which they are intended to fund operations. This item is a deferred inflow in both the governmental fund balance sheet and the entity-wide statement of net position. The third item consists of the differences between expected and actual experience for economic/demographic factors in the measurement of the total pension liability. This difference will be recognized in pension expense over a closed five year period. L.Capitalization of Interest The Town capitalizes net interest costs on funds borrowed to finance the construction of proprietary capital assets. Interest is not capitalized on the construction of assets used in governmental activities. There was $13,289 of interest capitalized in the current year. M.Compensated Absences The Town has policies which allow for the accumulation and vesting of limited amounts of vacation and sick leave until termination or retirement. Amounts of such absences are accrued when incurred in the government-wide and proprietary fund financial statements. A liability for these amounts is reported in governmental funds only when the leave is due and payable. N.Pensions For purposes of measuring the net pension liability, deferred outflows of resources and deferred inflows of resources related to pensions, and pension expense, information about the fiduciary net position of the Political Subdivision’s Retirement Plan and the additions to/deductions from the Political Subdivision’s Retirement Plan’s net fiduciary position have been determined on the same basis as they were reported by the Virginia Retirement System (VRS). For this purpose, benefit payments (including refunds of employee contributions) are recognized when due and payable in accordance with the benefit terms. Investments are reported at fair value. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)29 Note 1.Summary of Significant Accounting Policies (Continued) O.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 position. Bond premiums and discounts are deferred and amortized over the life of the bonds using the straight-line method. Bonds payable are reported net of the applicable bond premium or discount. Issuance costs, whether or not withheld from the actual debt proceeds received, are reported as expenses. 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. P.Fund Balances Fund balance is divided into five classifications based primarily on the extent to which the Town is bound to observe constraints imposed upon the use of the resources. The classifications are as follows: Nonspendable –Amounts that cannot be spent because they are not in spendable form, or legally or contractually required to be maintained intact. The “not in spendable form” criterion includes items that are not expected to be converted to cash. Restricted –Amounts constrained to specific purposes by their providers (such as grantors, bondholders, and higher levels of government), through constitutional provisions, or by enabling legislation. Committed –Amounts constrained to specific purposes by the Town, using its highest level of decision making authority; to be reported as committed, amounts cannot be used for any other purposes unless the same highest level of action is taken to remove or change the constraint. Assigned –Amounts the Town intends to use for a specified purpose; intent can be expressed by the governing body. Unassigned –Amounts that are available for any purpose; positive amounts are reported only in the general fund. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)30 Note 1.Summary of Significant Accounting Policies (Continued) P.Fund Balances (Continued) Council establishes (and modifies or rescinds) fund balance commitments by passage of an ordinance or resolution. This is typically done through adoption and amendment of the budget. The degree of difficulty to remove an ordinance is greater than a resolution; therefore an ordinance is the most binding. Assigned fund balance is established by Council, the Town Manager, or the Director of Finance through adoption or amendment of the budget as intended for specific purpose (such as the purchase of capital assets, debt service, or for other purposes). The Town applies restricted resources first when expenditures are incurred for purposes for which either restricted or unrestricted (committed, assigned, and unassigned) amounts are available. Similarly, within unrestricted fund balance, committed amounts are reduced first followed by assigned, and then unassigned amounts when expenditures are incurred for purposes for which amounts in any of the unrestricted fund balance classifications could be used. Minimum Fund Balance Policy The Town does not have a minimum fund balance policy or target for the General Fund. Q.Estimates Management uses estimates and assumptions in preparing its financial statements. Those estimates and assumptions affect the reported amounts of assets and liabilities, the disclosure of contingent liabilities, and reported revenues and expenses. Actual results could differ from those estimates. R.Comparative Information The basic financial statements include certain prior year summarized comparative information in total but not at the level of detail required for a presentation in conformity with generally accepted accounting principles. Accordingly, such information should be read in conjunction with the government’s financial statements for the prior year from which the summarized information was derived. S.Reclassifications Certain amounts in the prior-year comparison information have been reclassified for comparative purposes to conform with the presentation in the current-year financial statements. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)31 Note 2.Deposits and Investments Deposits Deposits with banks are covered by the Federal Deposit Insurance Corporation (FDIC) and collateralized in accordance with the Virginia Security for Public Deposits Act (the “Act”) Section 2.2-4400 et. seq. of the Code of Virginia. Under the Act, banks and savings institutions holding public deposits in excess of the amount insured by the FDIC must pledge collateral to the Commonwealth of Virginia Treasury Board. Financial institutions may choose between two collateralization methodologies and depending upon that choice, will pledge collateral that ranges in the amounts from 50% to 130% of excess deposits. Accordingly, all deposits are considered fully collateralized. Investments Investment Policy: Statutes authorize the Town to invest in obligations of the United States or agencies thereof, obligations of the Commonwealth of Virginia or political subdivisions thereof, obligations of the International Bank for Reconstruction and Development (World Bank), the Asian Development Bank, the African Development Bank, “prime quality” commercial paper and certain corporate notes, and bankers’ acceptances, repurchase agreements, and the State Treasurer’s Local Government Investment Pool (LGIP). Pursuant to Section 2.1-234.7 Code of Virginia, the Treasury Board of the Commonwealth sponsors the LGIP and has delegated certain functions to the State Treasurer. The LGIP reports to the Treasury Board at their regulatory scheduled monthly meetings and the fair value of the position in LGIP is the same as the value of the pool shares (i.e., the LGIP maintains a stable net asset value of $1 per share). The investment policy (the “Policy”) specifies that no investment may have a maturity greater than one year from the date of purchase. Credit Risk: As required by state statute, the Policy requires that commercial paper have a short-term debt rating of no less than “A-1” (or its equivalent) from at least two of the following: Moody’s Investors Service, Standard & Poor’s, and Fitch Investors Service, provided that the issuing corporation has a net worth of at least $50 million and its long-term debt is rated “A” or better by Moody’s and Standard & Poor’s. Bankers’ acceptances and Certificates of Deposit maturing in less than one year must have a short-term debt rating of at least “A-1” by Standard & Poor’s and “P-1” by Moody’s Investors Service. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)32 Note 2.Deposits and Investments (Continued) Investments (Continued) Credit Risk: (Continued) Although the intent of the Policy is for the Town to diversify its investment portfolio to avoid incurring unreasonable risks regarding (i) security type, (ii) individual financial institution or issuing entity, and (iii) maturity, the Policy places no limit on the amount the Town may invest in any one issuer. Interest Rate Risk: As a means of limiting its exposure to fair value losses arising from rising interest rates, the Town’s investment policy specifies that no investment may have a maturity greater than two years from the date of purchase, and the average maturity of the portfolio must not exceed 1 year. Custodial Credit Risk: The Policy requires that all investment securities shall be held in safekeeping by a third-party and evidenced by safekeeping receipts. As required by the Code of Virginia, all security holdings with maturities over 30 days may not be held in safekeeping with the “counterparty” to the investment transaction. As of June 30, the Town did not have any investments. Deposits Reconciliation of deposits to Exhibit 1: Total deposits Restricted cash and cash equivalents consists of $4,600 of unspent bond proceeds, $42,500 of utility deposits, $23,199 of evidence found, and $2,739 of flex benefit spending that can only be used for specific purposes. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)33 Note 3.Receivables Receivables consist of the following: Governmental Business-type Activities Activities Total Note 4.Due from Other Governmental Units Governmental Activities A summary of funds due from other governmental units was as follows: TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)34 Note 5.Capital Assets Capital asset activity for the year was as follows: Governmental Activities Beginning Balance Increases Decreases Transfers Ending Balance Capital assets, not depreciated Land $1,832,033 $- $- $- $1,832,033 Construction in progress 450,613 490,824 (601,167)- 340,270 Total capital assets, not depreciated 2,282,646 490,824 (601,167)- 2,172,303 Capital assets, depreciated Buildings and improvements 9,487,764 - - - 9,487,764 Machinery and equipment 4,497,224 189,665 (224,819)- 4,462,070 Infrastructure 2,595,339 601,167 - - 3,196,506 Total capital assets, depreciated 16,580,327 790,832 (224,819)- 17,146,340 Less accumulated depreciation for: Buildings and improvements 4,184,759 283,604 - - 4,468,363 Machinery and equipment 3,941,345 199,700 (114,355)- 4,026,690 Infrastructure 1,181,397 134,352 - - 1,315,749 Total accumulated depreciation 9,307,501 617,656 (114,355)- 9,810,802 Total capital assets, depreciated, net 7,272,826 173,176 (110,464)- 7,335,538 Governmental activities capital assets, net $9,555,472 $664,000 $(711,631)$- $9,507,841 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)35 Note 5.Capital Assets (Continued) Beginning Ending Capital assets, not depreciated Land $80,752 $- - $80,752 Construction in progress 983,171 78,326 (1,048,974)12,523 Total capital assets, not depreciated 1,063,923 78,326 (1,048,974)93,275 Capital assets, depreciated Utility plant 19,461,961 1,231,732 (40,184)20,653,509 Sewage treatment contract 4,111,373 - - 4,111,373 Machinery and equipment 1,631,269 - - 1,631,269 Total capital assets, depreciated 25,204,603 1,231,732 (40,184)26,396,151 Less accumulated depreciation for: Utility plant 12,004,445 505,585 (40,184)12,469,846 Sewage treatment contract 1,550,448 131,614 - 1,682,062 Machinery and equipment 1,061,093 84,577 - 1,145,670 Total accumulated depreciation 14,615,986 721,776 (40,184)15,297,578 Total capital assets, depreciated, net 10,588,617 509,956 - 11,098,573 Business-type activities capital assets, net $11,652,540 $588,282 (1,048,974)$11,191,848 Depreciation expense was charged to functions/programs of the primary government as follows: Construction Commitments The Town’s has no active construction projects as of June 30. TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)36 Note 5.Capital Assets (Continued) Sewage Treatment Contract Through its participation in an agreement with four other localities for the expansion of the regional sewage treatment plant and interceptors, the Town has contractual rights to predetermined capacity in both the plant and interceptors through 2034. The plant upgraded its facilities in 2017 to improve compliance with DEQ peak flow requirements. Modifications costing approximately $17 million were completed. The Town’s share was $1,039,443, which was funded with general obligation bonds issued through the Virginia Resources Authority. The plant upgraded its Tinker Creek Interceptor in 2015 to reduce inflow and infiltration as well as mitigate overflow. Modifications costing approximately $5 million were completed. The Town’s share was approximately 5.5% or $294,000, which was funded with an obligation payable to the Western Virginia Water Authority. The Town is required to contribute $66,000 annually to a capital reserve fund for ongoing maintenance of the system. The Town has made the annual required contribution since the formation of the Authority in 2005. Note 6.Long-Term Liabilities The following is a summary of changes in long-term liabilities for the year: Governmental Beginning Ending Due Within General obligation bonds $3,217,540 $- $(298,394)$2,919,146 $301,332 Obligation payable – Roanoke County 275,000 - (53,000)222,000 55,500 Obligation payable – 52,424 - (7,848)44,576 8,040 Capital leases 230,969 - (176,132)54,837 54,837 Compensated absences 377,499 146,747 (124,575)399,671 131,891 Other postemployment benefits 130,482 50,412 (9,090)171,804 - Business-type General obligation bonds $4,539,723 $- $(364,047) $4,175,676 $375,330 Revenue bonds 2,176,000 - (165,000) 2,011,000 159,000 Obligation payable – 280,605 - (14,242)266,363 14,578 Bond Premiums 8,037 - (3,710)4,327 - Compensated absences 52,239 8,472 (21,560)39,151 10,179 Other postemployment benefits 14,569 5,601 (1,010)19,160 - TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)37 Note 6.Long-Term Liabilities (Continued) The general fund has been used to liquidate the liability for compensated absences, net pension obligation, and net other postemployment benefits. The annual requirements to amortize long-term debt and related interest are as follows: Governmental Activities General Obligation Bonds Capital Leases Obligations Payable Roanoke County and RCACP Fiscal Year Principal Interest Principal Interest Principal Interest 2018 301,332 $70,296 $54,837 $1,772 $63,540 $1,023 2019 306,059 63,083 - -63,740 823 2020 326,522 55,643 - -63,944 619 2021 330,638 47,801 - -64,152 409 2022 339,387 39,635 -- 8,868 194 2023-2027 1,315,208 79,314 -- 2,332 14 2,919,146 $355,772 $54,837 $1,772 $266,576 $3,082 Business-type Activities General Obligation Bonds Revenue Bonds Obligation Payable WVWA Fiscal Year Principal Interest Principal Interest Principal Interest 2018 375,330 123,045 159,000 43,496 14,578 6,134 2019 348,217 112,013 165,000 37,591 14,922 5,789 2020 358,028 101,202 174,000 32,800 15,275 5,437 2021 369,176 90,055 175,000 29,223 15,636 5,075 2022 380,671 78,561 181,000 25,574 16,006 4,706 2023-2027 1,692,307 215,405 954,000 70,683 85,885 17,672 2028-2032 535,375 55,621 203,000 2,081 96,527 7,030 2033 116,572 1,662 -7,534 69 $4,175,676 $777,564 $2,011,000 $241,448 $266,363 $51,912 TOWN OF VINTON, VIRGINIA NOTES TO FINANCIAL STATEMENTS June 30, 2017 (Continued)38 Note 6.Long-Term Liabilities (Continued) The revenue bond has been issued in accordance with the terms of an indenture agreement with the Virginia Municipal League/Virginia Association of Counties. The indenture agreement requires the Town to pledge its Water and Sewer Fund Revenues as collateral for the revenue bond and to maintain revenues in the Water and Sewer Fund equal to at least 1.20 of all debt service payments which exclude any refunded principal payments. The pledged revenue coverage ratio for the year ended June 30, 2017 was 1.64.Statistical Section Table 11 presents the pledged revenue coverage ratio. Details of long-term indebtedness are as follows: Interest Rates Date Issued Final Maturity Date Amount of Original Issue Activities Business- Type Activities General Obligation Bonds: Virginia Resource Authority: G.O. Public Improvement Bonds 3.64-4.96%06/01/06 10/01/26 $755,000 $460,000 $- Virginia Revolving Loan Fund: G.O. Water and Sewer Bonds 3.30%07/24/03 07/01/24 1,250,704 - 577,050 G.O. Water and Sewer Bonds 3.10%10/01/04 10/01/26 2,479,000 - 1,392,573 G.O. Water and Sewer Bonds 3.10%01/12/06 03/01/26 1,210,000 - 648,674 Virginia Association of Counties: G.O. Refunding Bonds 2.05%05/25/16 02/01/27 702,000 687,000 - Capital One Public Funding: G.O. Public Improvement Bonds 2.85%06/27/13 11/01/32 1,993,152 - 1,557,379 Carter Bank and Trust: G.O. Refunding Bonds 2.05%06/27/13 11/01/24 2,228,409 1,772,146 - 2,919,146 4,175,676 Plus bond premium, net of amortization 21,637 - $2,940,783 $4,175,676 Revenue Bonds: Virginia Association of Counties: Revenue Water and Sewer Bonds 2.05%05/25/16 08/01/27 $1,786,000 $ - $1,746,000 Revenue Water and Sewer Bonds 3.50-5.00%12/19/07 08/01/18 2,750,000 - 265,000 2,011,000 Plus bond premium, net of amortization - 4,327 $- $2,015,327 Capital Lease: Kansas State Bank 3.23%09/06/12 10/06/17 $313,315 $54,837 $- $54,837 $- Obligations Payable: Roanoke County 0.00%07/01/11 07/01/20 $625,000 $222,000 $- RCACP 2.46 12/31/13 09/30/22 73,180 44,576 - WVWA 2.35 03/01/15 09/01/32 294,516 - 266,363 $266,576 $266,363 TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)39 Note 6.Long-Term Liabilities (Continued) Prior Year Defeasances of Debt In 2016, the Town defeased certain bonds by placing the proceeds in an irrevocable trust to provide for all future debt service on the refunded bonds through their maturity date. The deferred costs are being amortized over the life of the new bonds as a component of interest expense. As a result, the liability for those bonds has been removed from the financial statements. At June 30,$1,595,000 of the bonds remains outstanding. Note 7.Defined Benefit Pension Plan Plan Description All full-time, salaried permanent employees of the Town of Vinton, (the “Political Subdivision”) are automatically covered by VRS Retirement Plan upon employment. This plan is administered by the Virginia Retirement System (the System) along with plans for other employer groups in the Commonwealth of Virginia. Members earn one month of service credit for each month they are employed and for which they and their employer pay contributions to VRS. Members are eligible to purchase prior service, based on specific criteria as defined in the Code of Virginia, as amended. Eligible prior service that may be purchased includes prior public service, active military service, certain periods of leave, and previously refunded service. The System administers three different benefit structures for covered employees –Plan 1, Plan 2, and Hybrid. Each of these benefit structures has a different eligibility criteria. The specific information for each plan and the eligibility for covered groups within each plan are as follows: Plan 1 –Plan 1 is a defined benefit plan. The retirement benefit is based on a member’s age, creditable service, and average final compensation at retirement using a formula. Employees are eligible for Plan 1 if their membership date is before July 1, 2010, and they were vested as of January 1, 2013. Hybrid Opt-In Election –VRS non-hazardous duty covered Plan 1 members were allowed to make an irrevocable decision to opt into the Hybrid Retirement Plan during a special election window held January 1 through April 30, 2014. The Hybrid Retirement Plan’s effective date for eligible Plan 1 members who opted in was July 1, 2014. If eligible deferred members returned to work during the election window, they were also eligible to opt into the Hybrid Retirement Plan. Members who were eligible for an optional retirement plan (ORP) and had prior service under Plan 1 were not eligible to elect the Hybrid Retirement Plan and remain as Plan 1 or ORP. Retirement Contributions –Employees contribute 5.00% of their compensation each month to their member contribution account through a pre-tax salary reduction. Some political subdivisions elected to phase in the required 5.00% member contribution but all employees will be paying the full 5.00% by July 1, 2016. Member contributions are tax-deferred until they are withdrawn as part of a retirement benefit or as a refund. The employer makes a separate actuarially determined contribution to VRS for all covered employees. VRS invests both member and employer contributions to provide funding for the future benefit payment. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)40 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Plan 1 (Continued) Creditable Service –Creditable service includes active service. Members earn creditable service for each month they are employed in a covered position. It also may include credit for prior service the member has purchased or additional creditable service the member was granted. A member’s total creditable service is one of the factors used to determine their eligibility for retirement and to calculate their retirement benefit. It also may count toward eligibility for the health insurance credit in retirement, if the employer offers the health insurance credit. Vesting –Vesting is the minimum length of service a member needs to qualify for a future retirement benefit. Members become vested when they have at least five years (60 months) of creditable service. Vesting means members are eligible to qualify for retirement if they meet the age and service requirements for their plan. Members also must be vested to receive a full refund of their member contribution account balance if they leave employment and request a refund. Members are always 100% vested in the contributions that they make. Calculating the Benefit –The Basic Benefit is calculated based on a formula using the member’s average final compensation, a retirement multiplier, and total service credit at retirement. It is one of the benefit payout options available to a member at retirement. An early retirement reduction factor is applied to the Basic Benefit if the member retires with a reduced retirement benefit or selects a benefit payout option other than the Basic Benefit. Average Final Compensation –A member’s average final compensation is the average of the 36 consecutive months of highest compensation as a covered employee. Service Retirement Multiplier –The retirement multiplier is a factor used in the formula to determine a final retirement benefit. The retirement multiplier for non-hazardous duty members is 1.70%. The retirement multiplier for sheriffs and regional jail superintendents is 1.85%. The retirement multiplier of eligible political subdivision hazardous duty employees other than sheriffs and regional jail superintendents is 1.70% or 1.85% as elected by the employer. Normal Retirement Age –Age 65 or age 60 for hazardous duty employees. Earliest Unreduced Retirement Eligibility –Age 65 with at least five years (60 months) of creditable service or at age 50 with at least 30 years of creditable service. Age 60 with at least five years of creditable service or age 50 with at least 25 years of creditable service for hazardous duty employees. Earliest Reduced Retirement Eligibility –Age 55 with at least five years (60 months) of creditable service or age 50 with at least 10 years of creditable service.Age 50 with at least five years of creditable service for hazardous duty employees. Cost-of-Living Adjustment (COLA) in Retirement –The Cost-of-Living Adjustment (COLA) matches the first 3.00% increase in the Consumer Price Index for all Urban Consumers (CPI-U) and half of any additional increase (up to 4.00%) up to a maximum COLA of 5.00%. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)41 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Plan 1 (Continued) Cost-of-Living Adjustment (COLA) in Retirement (Continued) o Eligibility –For members who retire with an unreduced benefit or with a reduced benefit with at least 20 years of creditable service, the COLA will go into effect on July 1 after one full calendar year from the retirement date. For members who retire with a reduced benefit and who have less than 20 years of creditable service the COLA will go into effect on July 1 after one calendar year following the unreduced retirement eligibility date. o Exceptions to COLA Effective Dates –The COLA is effective July 1 following one full calendar year (January 1 to December 31) under any of the following circumstances: The member is within five years of qualifying for an unreduced retirement benefit as of January 1, 2013. The member retires on disability. The member retires directly from short-term or long-term disability under the Virginia Sickness and Disability Program (VSDP). The member is involuntarily separated from employment for causes other than job performance or misconduct and is eligible to retire under the Workforce Transition Act or the Transitional Benefits Program. The member dies in service and the member’s survivor or beneficiary is eligible for a monthly death-in-service benefit. The COLA will go into effect on July 1 following one full calendar year (January 1 to December 31) from the date the monthly benefit begins. Disability Coverage –Members who are eligible to be considered for disability retirement and retire on disability, the retirement multiplier is 1.70% on all service, regardless of when it was earned, purchased, or granted. VSDP members are subject to a one-year waiting period before becoming eligible for non-work-related disability benefits. Purchase of Prior Service –Members may be eligible to purchase service from previous public employment, active duty military service, an eligible period of leave or VRS refunded service as creditable service in their plan. Prior creditable service counts toward vesting, eligibility for retirement and the health insurance credit. Only active members are eligible to purchase prior service. When buying service, members must purchase their most recent period of service first. Members also may be eligible to purchase periods of leave without pay. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)42 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Plan 2 -Plan 2 is a defined benefit plan. The retirement benefit is based on a member’s age, creditable service, and average final compensation at retirement using a formula. Employees are eligible for Plan 2 if their membership date is on or after July 1, 2010, or their membership date is before July 1, 2010, and they were not vested as of January 1, 2013. Hybrid Opt-In Election –Eligible Plan 2 members were allowed to make an irrevocable decision to opt into the Hybrid Retirement Plan during a special election window held January 1 through April 30, 2014. The Hybrid Retirement Plan’s effective date for eligible Plan 2 members who opted in was July 1, 2014. If eligible deferred members returned to work during the election window,they were also eligible to opt into the Hybrid Retirement Plan. Members who were eligible for an optional retirement plan (ORP) and have prior service under Plan 2 were not eligible to elect the Hybrid Retirement Plan and remain as Plan 2 or ORP. Retirement Contributions –Employees contribute 5.00% of their compensation each month to their member contribution account through a pre-tax salary reduction. Some political subdivisions elected to phase in the required 5.00% member contribution but all employees will be paying the full 5.00% by July 1, 2016. Creditable Service –Same as Plan 1. Vesting –Same as Plan 1. Calculating the Benefit –See definition under Plan 1. Average Final Compensation –A member’s average final compensation is the average of their 60 consecutive months of highest compensation as a covered employee. Service Retirement Multiplier –Same as Plan 1 for service earned, purchased, or granted prior to January 1, 2013. For non-hazardous duty members the retirement multiplier is 1.65% for creditable service earned, purchased, or granted on or after January 1, 2013. Sheriffs, regional jail superintendents, and hazardous duty employees are same as Plan 1. Normal Retirement Age –Normal Social Security retirement age. Hazardous duty employees are the same as Plan 1. Earliest Unreduced Retirement Eligibility –Normal Social Security retirement age with at least five years (60 months) of creditable service or when their age and service equal 90. Hazardous duty employees are the same as Plan 1. Earliest Reduced Retirement Eligibility –Age 60 with at least five years (60 months) of creditable service. Hazardous duty employees are the same as Plan 1. Cost-of-Living Adjustment (COLA) in Retirement –The Cost-of-Living Adjustment (COLA) matches the first 2.00% increase in the CPI-U and half of any additional increase (up to 2.00%), for a maximum COLA of 3.00%. o Eligibility –Same as Plan 1. o Exceptions to COLA Effective Dates –Same as Plan 1. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)43 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Plan 2 (Continued) Cost-of-Living Adjustment (COLA) in Retirement (Continued) Disability Coverage –Same as Plan 1 except that the retirement multiplier is 1.65%. Purchase of Prior Service –Same as Plan 1. Hybrid Retirement Plan –The Hybrid Retirement Plan combines the features of a defined benefit plan and a defined contribution plan. Most members hired on or after January 1, 2014 are in this plan, as well as Plan 1 and Plan 2 members who were eligible and opted into the plan during a special election window. The defined benefit is based on a member’s age, creditable service, and average final compensation at retirement using a formula. The benefit from the defined contribution component of the plan depends on the member and employer contributions made to the plan and the investment performance of those contributions. In addition to the monthly benefit payment payable from the defined benefit plan at retirement, a member may start receiving distributions from the balance in the defined contribution account, reflecting the contributions, investment gains or losses, and any required fees. Eligible Members –Employees are in the Hybrid Retirement Plan if their membership date is on or after January 1, 2014. This includes political subdivision employees; members in Plan 1 or Plan 2 who elected to opt into the plan during the election window held January 1 through April 30, 2014; the plan’s effective date for opt-in members was July 1, 2014. Non-Eligible Members –Some employees are not eligible to participate in the Hybrid Retirement Plan. They include political subdivision employees who are covered by enhanced benefits for hazardous duty employees. Those employees eligible for an optional retirement plan (ORP) must elect the ORP plan or the Hybrid Retirement Plan. If these members have prior service under Plan 1 or Plan 2, they are not eligible to elect the Hybrid Retirement Plan and must select Plan 1 or Plan 2 (as applicable) or ORP. Retirement Contributions –A member’s retirement benefit is funded through mandatory and voluntary contributions made by the member and the employer to both the defined benefit and the defined contribution components of the plan. Mandatory contributions are based on a percentage of the employee’s creditable compensation and are required from both the member and the employer. Additionally, members may choose to make voluntary contributions to the defined contribution component of the plan, and the employer is required to match those voluntary contributions according to specified percentages. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)44 Note 7 Defined Benefit Pension Plan (Continued) Plan Description (Continued) Hybrid Retirement Plan (Continued) Creditable Service – o Defined Benefit Component –Under the defined benefit component of the plan, creditable service includes active service. Members earn credible service for each month they are employed in a covered position. It also may include credit for prior service the member has purchased or additional credible service the member was granted. A member’s total creditable service is one of the factors used to determine their eligibility for retirement and to calculate their retirement benefit. It also may count toward eligibility for the health insurance credit in retirement, if the employer offers the health insurance credit. o Defined Contributions Component –Under the defined contribution component, creditable service is used to determine vesting for the employer contribution portion of the plan. Vesting – o Defined Benefit Component –Defined benefit vesting is the minimum length of service a member needs to qualify for a future retirement benefit. Members are vested under the defined benefit component of the Hybrid Retirement Plan when they reach five years (60 months) of creditable service. Plan 1 or Plan 2 members with at least five years (60 months) of creditable service who opted into the Hybrid Retirement Plan remain vested in the defined benefit component. o Defined Contributions Component –Defined contribution vesting refers to the minimum length of service a member needs to be eligible to withdraw the employer contributions from the defined contribution component of the plan. Members are always 100% vested in the contributions that they make. Upon retirement or leaving covered employment, a member is eligible to withdraw a percentage of employer contributions to the defined contribution component of the plan, based on service. After two years, a member is 50% vested and may withdraw 50% of employer contributions. After three years, a member is 75% vested and may withdraw 75% of employer contributions. After four or more years, a member is 100% vested and may withdraw 100% of employer contributions. Distribution is not required by law until age 70½. Calculating the Benefit – o Defined Benefit Component –See definition under Plan 1. o Defined Contribution Component –The benefit is based on contributions made by the member and any matching contributions made by the employer, plus net investment earnings on those contributions. Average Final Compensation –Same as Plan 2 for the defined benefit component of the plan. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)45 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Hybrid Retirement Plan (Continued) Service Retirement Multiplier –The retirement multiplier for the defined benefit component is 1.00%. For members who opted into the Hybrid Retirement Plan from Plan 1 or Plan 2, the applicable multipliers for those plans will be used to calculate the retirement benefit for service credited in those plans.This is not applicable to sheriffs, regional jail superintendents, or hazardous duty employees. Normal Retirement Age – o Defined Benefit Component –Same as Plan 2, however, not applicable for hazardous duty employees. o Defined Contribution Component –Members are eligible to receive distributions upon leaving employment, subject to restrictions. Earliest Unreduced Retirement Eligibility – o Defined Benefit Component –Normal Social Security retirement age and have at least five years (60 months) of creditable service or when their age and service equal 90. This is not applicable to hazardous duty employees. o Defined Contribution Component –Members are eligible to receive distributions upon leaving employment, subject to restrictions. Earliest Reduced Retirement Eligibility – o Defined Benefit Component –Members may retire with a reduced benefit as early as age 60 with at least five years (60 months) of creditable service. This is not applicable to hazardous duty employees. o Defined Contribution Component –Members are eligible to receive distributions upon leaving employment, subject to restrictions. Cost-of-Living Adjustment (COLA) in Retirement o Defined Benefit Component –Same as Plan 2. o Defined Contribution Component –Not Applicable. o Eligibility –Same as Plan 2. o Exceptions to COLA Effective Dates –Same as Plan 2. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)46 Note 7.Defined Benefit Pension Plan (Continued) Plan Description (Continued) Hybrid Retirement Plan (Continued) Disability Coverage –Employees of political subdivisions (including Plan 1 and Plan 2 opt-ins) participate in the Virginia Local Disability Program (VLDP) unless their local governing body provides an employer-paid comparable program for its members. Hybrid members (including Plan 1 and Plan 2 opt-ins) covered under VLDP are subject to a one-year waiting period before becoming eligible for non-work-related disability benefits. Purchase of Prior Service – o Defined Benefit Component –Same as Plan 2, with the following exceptions: Hybrid Retirement Plan members are ineligible for ported service. The cost for purchasing refunded service is the higher or 4% of creditable compensation or average final compensation. Plan members have one year from their date of hire or return from leave to purchase all but refunded prior service at approximate normal cost. After that one-year period, the rate for most categories of service will change to actuarial cost. o Defined Contribution Component –Not Applicable. Employees Covered by Benefit Terms As of the June 30, 2015 actuarial valuation, the following employees were covered by the benefit terms of the pension plan: Number Inactive members or their beneficiaries currently receiving benefits 61 Inactive members: Vested inactive members 21 Non-vested inactive members 18 Inactive members active elsewhere in VRS 54 Total inactive members 93 Active members 80 Total covered employees 234 TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)47 Note 7.Defined Benefit Pension Plan (Continued) Contributions The contribution requirement for active employees is governed by §51.1-145 of the Code of Virginia, as amended, but may be impacted as a result of funding options provided to political subdivisions by the Virginia General Assembly. Employees are required to contribute 5.00% of their compensation toward their retirement. Prior to July 1, 2012, all or part of the 5.00% member contribution may have been assumed by the employer. Beginning July 1, 2012 new employees were required to pay the 5.00% member contribution. In addition, for existing employees, employers were required to begin making the employee pay the 5.00% member contribution. This could be phased in over a period of up to 5 years and the employer is required to provide a salary increase equal to the amount of the increase in the employee-paid member contribution. The political subdivision’s contractually required contribution rate for the year ended June 30, 2017 was 10.93% of covered employee compensation. This rate was based on an actuarially determined rate from an actuarial valuation as of June 30, 2015. This rate, when combined with employee contributions, was expected to finance the costs of benefits earned by employees during the year, with an additional amount to finance any unfunded accrued liability. Contributions to the pension plan from the political subdivision were $400,540 and $405,320 for the years ended June 30, 2017 and June 30, 2016, respectively. Net Pension Liability The political subdivision’s net pension liability was measured as of June 30,2016. The total pension liability used to calculate the net pension liability was determined by an actuarial valuation performed as of June 30, 2015, using updated actuarial assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2016. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)48 Note 7.Defined Benefit Pension Plan (Continued) Actuarial Assumptions The total pension liability for General Employees in the Political Subdivision’s Retirement Plan was based on an actuarial valuation as of June 30, 2015, using the Entry Age Normal actuarial cost method and the following assumptions, applied to all periods included in the measurement and rolled forward to the measurement date of June 30, 2016. Inflation 2.50% General Employees -Sal including inflation 3.50 –5.35% Public Safety Employees - increases, including inflation 3.50 –4.75% Investment rate of return 7.00%, net of pension plan investment expense, including inflation* *Administrative expenses as a percent of the market value of assets for the last experience study were found to be approximately 0.06% of the market assets for all of the VRS plans. This would provide an assumed investment rate for GASB purposes of slightly more than the assumed 7.0%. However, since the difference was minimal, and a more conservative 7.0% investment return assumption provided a projected plan net position that exceeded the projected benefit payments, the long-term expected rate of return on investments was assumed to be 7.0% to simplify preparation of pension liabilities. Mortality rates: General employees -14% of deaths are assumed to be service related. Public Safety Employees –60% of deaths are assumed to be service related. Mortality is projected using the applicable RP-2000 Mortality Table Projected to 2020 with various set backs or set forwards for both males and females. The actuarial assumptions used in the June 30, 2015 valuation were based on the results of an actuarial experience study for the period from July 1, 2008 through June 30, 2012. Changes to the actuarial assumptions as a result of the experience study are as follows: General Employees –Largest 10 –Non-LEOS and All Others (Non 10 Largest): Update mortality table; decrease in rates of service retirement; decrease in rates of disability retirement; and reduce rates of salary increase by 0.25% per year. Public Safety Employees –Largest 10 –Non-LEOS and All Others (Non 10 Largest): Update mortality table; adjustment to rates of service retirement for females (Non 10 Largest); decrease in rates of male disability (Largest 10, only); decrease in male and female rates of disability (Non 10 Largest) and increase in rates of withdrawal. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)49 Note 7.Defined Benefit Pension Plan (Continued) Long-Term Expected Rate of Return The long-term expected rate of return on pension System investments was determined using a log- normal distribution analysis in which best-estimate ranges of expected future real rates of return (expected returns, net of pension System investment expense and inflation) are developed for each major asset class. These ranges are combined to produce the long-term expected rate of return by weighting the expected future real rates of return by the target asset allocation percentage and by adding expected inflation. The target asset allocation and best estimate of arithmetic real rates of return for each major asset class are summarized in the following table: Weighted Arithmetic Average Long-Term Long-Term Expected Expected Target Rate of Rate of Asset Class (Strategy)Allocation Return Return U.S. Equity 19.50 %6.46 %1.26 % Developed Non U.S. Equity 16.50 %6.28 %1.04 % Emerging Market Equity 6.00 %10.00 %0.60 % Fixed Income 15.00 %0.09 %0.01 % Emerging Debt 3.00 %3.51 %0.11 % Rate Sensitive Credit 4.50 %3.51 %0.16 % 4.50 %5.00 %0.23 % Convertibles 3.00 %4.81 %0.14 % Public Real Estate 2.25 %6.12 %0.14 % Private Real Estate 12.75 %7.10 %0.91 % Private Equity 12.00 %10.41 %1.25 % Cash 1.00 %(1.50)%(0.02)% Total 100.00 %5.83 % Inflation 2.50 % *Expected arithmetic nominal return 8.33 % *Using stochastic projection results provides an expected range of real rates of return over various time horizons. Looking at one year results produces an expected real return of 8.33% but also has a high standard deviation, which means there is high volatility. Over larger time horizons the volatility declines significantly and provides a median return of 7.44%, including expected inflation of 2.50% TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)50 Note 7.Defined Benefit Pension Plan (Continued) Discount Rate The discount rate used to measure the total pension liability was 7.00%. The projection of cash flows used to determine the discount rate assumed that System member contributions will be made per the VRS Statutes and the employer contributions will be made in accordance with the VRS funding policy at rates equal to the difference between actuarially determined contribution rates adopted by the VRS Board of Trustees and the member rate. Through the fiscal year ending June 30, 2018, the rate contributed by the employer for the Political Subdivision Retirement Plan will be subject to the portion of the VRS Board-certified rates that are funded by the Virginia General Assembly. From July 1, 2018 on, participating employers are assumed to contribute 100% of the actuarially determined contribution rates. Based on those assumptions, the pension plan’s fiduciary net position was projected to be available to make all projected future benefit payments of current active and inactive employees. Therefore the long-term expected rate of return was applied to all periods of projected benefit payments to determine the total pension liability. Changes in Net Pension Liability Increase (Decrease) Total Plan Net Pension Fiduciary Pension Liability Net Position Liability (a)(b)(a) –(b) Balances at June 30, 2015 $17,172,801 $15,250,470 $1,922,331 Changes for the year: Service cost 426,921 - 426,921 Interest 1,167,910 - 1,167,910 Differences between expected and actual experience (201,924)- (201,924) Contributions –employer - 405,320 (405,320) Contributions –employee - 164,126 (164,126) Net investment income - 257,935 (257,935) Benefit payments, including refunds of employee contributions (976,757)(976,757)- Administrative expenses - (9,605)9,605 Other changes - (111)111 Net changes 416,150 (159,092)575,242 Balances at June 30, 2016 $17,588,951 $15,091,378 $2,497,573 TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)51 Note 7.Defined Benefit Pension Plan (Continued) Sensitivity of the Net Pension Liability to Changes in the Discount Rate The following presents the net pension liability of the political subdivision using the discount rate of 7.00%, as well as what the political subdivision’s net pension liability would be if it were calculated using a discount rate that is one percentage point lower (6.00%) or one percentage point higher (8.00%) than the current rate: 1.00%Current 1.00% Decrease Discount Increase (6.00%)Rate (7.00%)(8.00%) Political subdivision’s net pension liability $4,735,412 $2,497,573 $635,567 Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions For the year ended June 30, 2017, the political subdivision recognized pension expense of $373,502. At June 30, 2017, the political subdivision reported deferred outflows of resources and deferred inflows of resources related to pensions from the following sources: Deferred Deferred Outflows of Inflows of Resources Resources Differences between expected and actual experience $47,600 $139,984 Change in assumptions - - on pension plan investments 393,476 - Employer contributions subsequent to the measurement date 400,540 - Total $841,616 $139,984 TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)52 Note 7.Defined Benefit Pension Plan (Continued) Pension Expense and Deferred Outflows of Resources and Deferred Inflows of Resources Related to Pensions (Continued) The $400,540 reported as deferred outflows of resources related to pensions resulting from the Political Subdivision’s contributions subsequent to the measurement date will be recognized as a reduction of the Net Pension Liability in the year ended June 30, 2018. Other amounts reported as deferred outflows of resources and deferred inflows of resources related to pensions will be recognized in pension expense as follows: Reduction Year Ending to Pension June 30,Expense 2018 $(13,982) 2019 (57,924) 2020 213,996 2021 159,002 2022 - Thereafter - Pension Plan Data Information about the VRS Political Subdivision Retirement Plans is also available in the separately issued VRS 2016 Comprehensive Annual Financial Report (CAFR). A copy of the 2016 VRS CAFR may be downloaded from the VRS website at http://www.varetire.org/Pdf/Publications/2016-annual- report.pdf, or by writing to the System’s Chief Financial Officer at P.O. Box 2500, Richmond, VA, 23218-2500. Payables to the Pension Plan At June 30, 2017, approximately $52,563 was payable to the Virginia Retirement System for the legally required contributions related to June 2017 payroll. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)53 Note 8.Other Postemployment Benefits Plan Description The Town provides postemployment medical and dental benefits to its eligible retirees and their dependents who elect to stay in the plans. At retirement, retirees under the age of 65 may participate in one of the Town’s health and dental plans and may continue coverage under these plans until age 65 or becoming eligible for Medicare, whichever comes first. The Town contributes $200 per month towards this coverage with the retiree paying the remainder of the premium. Medicare-eligible retirees may participate in the Medicare supplement only and pay 100% of the Medicare supplement premium. The retirees receive an implicit benefit from participating in the Town’s health and dental plans through lower insurance rates created by the blending of the retirees with active employee’s rates. The Town Council may change, add, or delete benefits (including contributions required of retired employees) as deemed appropriate. Participants are eligible for the plan at age 55 if they have completed 25 years of service. Retiring employees must have been active employees when they retire. The plan does not provide audited financial statements. Funding Policy The Town currently funds postemployment benefits on a pay-as-you-go basis. The Town does not intend to establish a trust to pre-fund this liability. Annual OPEB Cost and Net OPEB Obligation The components of the Town’s annual OPEB cost (expense) are discussed below. The Annual Required Contribution (ARC) represents a level of funding that, if paid on an ongoing basis, is projected to cover normal costs each year and amortize any unfunded actuarial liabilities (or funding excess) over a period not to exceed 30 years. For the year ended 2017, the Town’s pay-as-you-go funding totaled $10,100 and resulted in a Net OPEB obligation of $190,964. The pay-as-you-go funding includes the Town’s contribution towards retiree health care premiums of $3,200,and an implicit subsidy of the retiree health care premiums created through the blending of active employee and retiree insurance rates. Annual required contribution $56,300 Interest on net OPEB obligation 5,077 Adjustment to annual required contribution (5,364) Annual OPEB cost 56,013 Less funding (10,100) Increase in net OPEB obligation 45,913 Net OPEB obligation-beginning of year 145,051 Net OPEB obligation-end of year $190,964 TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)54 Note 8.Other Postemployment Benefits (Continued) Annual OPEB Cost and Net OPEB Obligation (Continued) The Town’s annual OPEB cost, the percentage of annual OPEB cost contributed to the plan, and the net OPEB obligation for 2017, 2016,and 2015 are as follows: Fiscal Year Ended OPEB Cost Annual OPEB Cost Contributed Net OPEB Obligation June 30, 2017 $56,013 18.0%$190,964 June 30, 2016 53,193 25.0%145,051 June 30, 2015 50,374 17.7%105,158 Funded Status and Funding Progress As of January 1, 2015, the Town’s most recent actuarial valuation date, the unfunded actuarial accrued liability (UAAL) for benefits was $304,700, all of which was unfunded. The covered payroll (annual payroll of active employees covered by the plan) was $3,281,500, and the ratio of the UAAL to the covered payroll was 9.29%. The schedule of funding progress, presented as Required Supplementary Information following the notes to the financial statements, presents multi-year trend information about whether the actuarial value of plan assets is increasing or decreasing over time relative to the actuarial accrued liability for benefits. Methods and Assumptions 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 healthcare cost trends. 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. Projections of benefits for financial reporting purposes are based on the substantive plan and include the types of benefits provided at the time of each valuation and the historical pattern of sharing of benefit costs between the employer and plan members to that point. The actuarial methods and assumptions used include techniques that are designed to reduce the effects of short-term volatility in actuarial accrued liabilities and the actuarial value of assets, consistent with the long-term perspective of the calculations. The projection of benefits for financial reporting purposes does not explicitly incorporate the potential effects of legal or contractual funding limitations on the pattern of cost sharing between the employer and plan members in the future. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)55 Note 8.Other Postemployment Benefits (Continued) Annual OPEB Cost and Net OPEB Obligation (Continued) Methods and Assumptions (Continued) In the January 1, 2015 actuarial valuation, the projected unit credit cost method was used to determine the liabilities. Under this method, the post-retirement health costs are assumed to be earned ratably from the date of hire to the participant’s full eligibility age. The actuarial assumptions used a 2.50% inflation rate, a 3.50% discount rate, and an initial annual healthcare cost trend of 6.60% reduced by decrements each year to arrive at an ultimate healthcare cost trend rate of 4.50%. The unfunded accrued liability is being amortized over 30 years. The Town has selected an open amortization method. The amortization amount is determined as a level percentage of payroll. The remaining amortization period at June 30, 2017 is 30 years. Note 9.Service Contracts Sewage Treatment The Town is party to an agreement, dated November 1, 2003, with the Western Virginia Water Authority for the Authority to provide the transportation and treatment of waste at a specified rate to be adjusted annually on July 1, based on the actual operating and maintenance costs for the previous year. The 30-year agreement provides for a surcharge in the event waste content or volume exceeds certain limits or the cost is less than the amount paid by users. Water Purchases/Sales Effective, June 1, 2005, the Town agreed to purchase water from the Western Virginia Water Authority at a bulk rate which is determined by a mutually agreed-upon formula. The water is designated for an industrial user who pays the Town an agreed upon rate. This is a 30-year agreement and will expire in 2035. Note 10.Property Taxes The major sources of property taxes are real estate and personal property taxes. The assessments are the responsibility of the County of Roanoke, while billing and collection functions are the Town’s responsibilities. Property taxes are levied annually in April on assessed values as of January 1. Personal property transactions during the year are taxed on a prorated basis. Real estate tax is payable in two equal installments on or before June 5 and December 5, and personal property tax is due on or before May 31, or within 30 days subsequent to assessment. Personal property taxes do not create a lien on property. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)56 Note 10.Property Taxes (Continued) The annual assessment for real estate is based on 100% of the assessed fair market value. A penalty of 10% of the unpaid tax is due for late payment. Interest is accrued at 10% for the initial year of delinquency, and thereafter at the maximum annual rate authorized by the Internal Revenue Code Section 6621(b). The effective tax rates per $100 of assessed value for the year ended June 30 were as follows: Note 11.Leases The Town leases a portion of a building to the Virginia State Department of Health for $1,602 per month on a month to month basis until terminated by either party. Note 12.Risk Management The Town is insured for workers’ compensation, general liability, health, and other risks. The risk management programs are as follows: Workers’ Compensation Workers’ compensation insurance is provided through the Virginia Municipal League. During 2016-2017, total premiums paid were approximately $97,000. Benefits are those afforded through Commonwealth of Virginia as outlined in the Code of Virginia Section 65.2-100; premiums are based upon covered payroll, job rates, and claims experience. General Liability The Town provides general liability and other insurance through policies with Virginia Municipal Self-Insurance Association. During 2016-2017, total premiums paid were approximately $103,000. General liability and business automobile have a $1,000,000 limit per occurrence. Boiler and machinery coverage and property insurance are covered per statement of values. The Town maintains an additional $4,000,000 umbrella policy over all forms of liability insurance. Police professional liability and public officials’ liability insurance with a $1,000,000 limit are covered through a policy with the Commonwealth of Virginia. There were no significant reductions in insurance coverage from the prior year and no settlements that exceeded the amount of insurance coverage during the last three fiscal years. Healthcare The Town provides healthcare coverage for employees through a policy with Anthem Blue Cross Blue Shield. The Town contributes the required premium amount for single coverage for each employee. Dependents of employees are also covered by the policy provided they pay the additional premium to the Town. During 2016-2017, total premiums paid were approximately $729,000. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)57 Note 13.Commitments and Contingencies Special Purpose Grants Special purpose grants are subject to audit to determine compliance with their requirements. Town management believes that required refunds, if any, will be immaterial. Landfill Closure and Post-Closure Costs As discussed in Note 1, the Town participates in the Roanoke Valley Resource Authority. The Authority currently has responsibility for closure and post-closure care related to the new Smith Gap landfill, the transfer station, and an old landfill site. Closure and post-closure care requirements are mandated under the United States Environmental Protection Agency (EPA) rule, Solid Waste Disposal Facility Criteria, and are subject to periodic revisions by the EPA. The current estimate of remaining closure and post-closure care costs, assuming full utilization of the sites, is approximately $13.9 million. The participating localities have contributed their pro-rata shares to fund the closure and post-closure care costs. Gain Sharing Agreement –Vinton Business Center On March 2, 1999, the Town and Roanoke County reached an agreement to provide for the sharing of certain local tax revenues and sharing of the costs of certain public services. That agreement states that the Town and County may negotiate an agreement to fund jointly the costs of development of the Vinton Business Center and to share equally in the local tax revenues generated by this project. During 2007, the County paid the Town one-half of the costs of development. As part of the agreement, the Town agreed to convey a one-half undivided interest in the remaining real estate of the project. The agreement states that the Town and County plan on making additional improvements to this project and will share in the costs of that and annual maintenance equally. The Town and County must jointly agree before any future improvements are made to the property or before portions of the property are sold. No major improvements were commenced during the current year. Roanoke County/Vinton Branch Library On September 6, 2011, the Town and Roanoke County reached an agreement to purchase property for a Roanoke County/Vinton Branch Library to be built by Roanoke County. The property cost $1.25 million, and the Town is responsible for half of that amount, or $625,000. Roanoke County is responsible for the remainder of the costs. The Town made an additional $100,000 good faith advance payment in fiscal year 2012 with the remaining costs for the project to be spread out over the next 10 years. The Town will pay $50,000 each year for year’s one through five, and $55,500 per year in years six through ten. Roanoke County will own the property and add it to its capital assets. The $53,000 current year contribution is included in principal retirement expenditures on the fund statement. Note 14.Major Customer/Taxpayer During fiscal year 2017, approximately 4.3%of the Town’s business-type revenues were generated by one industrial customer. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)58 Note 15.Interfund Activity The primary purpose of the $219,978 from the general fund and $114,177 from the water and sewer fund to the stormwater management fund was to cover obligations expended in the establishment of the stormwater fund. Note 16.Fund Balances Fund balance is classified as nonspendable, restricted, committed, assigned,and/or unassigned based primarily on the extent to which the Town is bound to observe constraints imposed upon the use of the resources in the general fund. The constraints placed on the general fund balance are presented below: General Fund Nonspendable: Inventories $3,351 Prepaids 66,151 CDBG revolving loan 19,880 89,382 Restricted for: Public safety 132,387 Unassigned 2,578,193 Total fund balance GASB 68 created a negative fund balance in the Stormwater Management Fund. This new fund was created this year to track costs relating to stormwater and is currently funded by a transfer from the General Fund and Utility Fund. Staff is working with Town council to move towards a fee to sustain the fund. Note 17.Subsequent Event In August 2017, the Town accepted a $50,000 Virginia Brownfied’s Assistance Fund grant from the Virginia Economic Development Partnership (VDEP) for the Environmental Phase I and Phase II for the former Holdren’s County Store/Gish’s Mills Property. Note 18.New Accounting Standards The Governmental Accounting Standards Board (GASB) has issued the following Statements which are not yet effective. GASB Statement No. 75, Accounting and Financial Reporting for Postemployment Benefits Other Than Pensions improves accounting and financial reporting by state and local governments for postemployment benefits other than pensions (other postemployment benefits or OPEB). It also improves information provided by state and local governmental employers about financial support for OPEB that is provided by other entities. This Statement results from a comprehensive review of the effectiveness of existing standards of accounting and financial reporting for all postemployment benefits (pensions and OPEB) with regard to providing decision-useful information, supporting assessments of accountability and interperiod equity, and creating additional transparency. This Statement replaces the requirements of Statements No. 45 and No. 57 and establishes new accounting requirements for OPEB plans. This Statement will be effective for the year ending June 30, 2018. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 (Continued)59 Note 18.New Accounting Standards (Continued) GASB Statement No. 81,Irrevocable Split-Interest Agreements provides recognition and measurement guidance for situations in which a government is a beneficiary of an irrevocable split-interest agreement. This Statement requires that a government that receives resources pursuant to an irrevocable split-interest agreement recognize assets, liabilities, and deferred inflows of resources at the inception of the agreement. Furthermore, this Statement requires that a government recognize assets representing its beneficial interests in irrevocable split-interest agreements that are administered by a third party, if the government controls the present service capacity of the beneficial interests. This Statement requires that a government recognize revenue when the resources become applicable to the reporting period. This Statement will be effective for the year ending June 30, 2018. GASB Statement No. 82,Pension Issues—an amendment of GASB Statements No. 67, No. 68, and No. 73 addresses certain issues that have been raised with respect to Statements No. 67, Financial Reporting for Pension Plans, No. 68, Accounting and Financial Reporting for Pensions, and No. 73, Accounting and Financial Reporting for Pensions and Related Assets that are not within the scope of GASB Statement 68, and Amendments to Certain Provisions of GASB Statements 67 and 68.Specifically, this Statement addresses issues regarding the presentation of payroll related measures in required supplementary information, the selection of assumptions and the treatment of deviations from the guidance in an Actuarial Standard of Practice for financial reporting purposes, and the classification of payments made by employers to satisfy employee (plan member) contribution requirements. This Statement will be effective for the year ending June 30, 2018. GASB Statement No. 83, Certain Asset Retirement Obligations establishes criteria for determining the timing and pattern of recognition of a liability and a corresponding deferred outflow of resources for Asset Retirement Obligations (AROs). This Statement requires that recognition occur when the liability is both incurred and reasonably estimable. The determination of when the liability is incurred should be based on the occurrence of external laws, regulations, contracts, or court judgments, together with the occurrence of an internal event that obligates a government to perform asset retirement activities. Laws and regulations may require governments to take specific actions to retire certain tangible capital assets at the end of the useful lives of those capital assets, such as decommissioning nuclear reactors and dismantling and removing sewage treatment plants. Other obligations to retire tangible capital assets may arise from contracts or court judgments. Internal obligating events include the occurrence of contamination, placing into operation a tangible capital asset that is required to be retired, abandoning a tangible capital asset before it is placed into operation, or acquiring a tangible capital asset that has an existing ARO. This Statement will be effective for the year ending June 30, 2019. GASB Statement No. 84, Fiduciary Activities establishes criteria for identifying fiduciary activities of all state and local governments. The focus of the criteria generally is on (1) whether a government is controlling the assets of the fiduciary activity and (2) the beneficiaries with whom a fiduciary relationship exists. Separate criteria are included to identify fiduciary component units and postemployment benefit arrangements that are fiduciary activities. This Statement will be effective for the year ending June 30, 2020. TOWN OF VINTON, VIRGINIA NOTES TO THE FINANCIAL STATEMENTS June 30, 2017 60 Note 18.New Accounting Standards (Continued) GASB Statement No. 85, Omnibus 2017 addresses practice issues that have been identified during implementation and application of certain GASB Statements, including issues related to blending component units, goodwill, fair value measurement and application, and postemployment benefits. Specifically, this Statement addresses the following topics: Blending a component unit in circumstances in which the primary government is a business-type activity that reports in a single column for financial statement presentation Reporting amounts previously reported as goodwill and “negative” goodwill Classifying real estate held by insurance entities Measuring certain money market investments and participating interest earning investment contracts at amortized cost Timing of the measurement of pension or OPEB liabilities and expenditures recognized in financial statements prepared using the current financial resources measurement focus Recognizing on-behalf payments for pensions or OPEB in employer financial statements Presenting payroll-related measures in required supplementary information for purposes of reporting by OPEB plans and employers that provide OPEB Classifying employer-paid member contributions for OPEB Simplifying certain aspects of the alternative measurement method for OPEB Accounting and financial reporting for OPEB provided through certain multiple-employer defined benefit OPEB plans. This Statement will be effective for the year ending June 30, 2018. GASB Statement No. 86, Certain Debt Extinguishment Issues,improves consistency in accounting and financial reporting for in-substance defeasance of debt by providing guidance for transactions in which cash and other monetary assets acquired with only existing resources are placed in an irrevocable trust for the sole purpose of extinguishing debt. This Statement also improves accounting and financial reporting for prepaid insurance on debt that is extinguished and notes to financial statements for debt that is defeased in substance. This Statement will be effective for the year ending June 30, 2018. GASB Statement No. 87, Leases establishes a single model for lease accounting based on the foundational principle that leases are financings of the right to use an underlying asset. Under this Statement, a lessee is required to recognize a lease liability and an intangible right-to-use lease asset, and a lessor is required to recognize a lease receivable and a deferred inflow of resources, thereby enhancing the relevance and consistency of information about governments' leasing activities. This Statement will be effective for the year ending June 30, 2021. Management has not yet evaluated the effects, if any, of adopting these standards. THIS PAGE INTENTIONALLY BLANK 61 REQUIRED SUPPLEMENTARY INFORMATION EXHIBIT 11 2016 2015 2014 Total Pension Liability Service cost 426,921$ 450,265$ 430,229$ Interest on total pension liability 1,167,910 1,112,256 1,065,284 Difference between expected and actual experience (201,924) 139,140 - Benefit payments, including refunds of employee contributions (976,757) (836,477) (812,476) Net change in total pension liability 416,150 865,184 683,037 Total pension liability - beginning 17,172,801 16,307,617 15,624,580 Total pension liability - ending 17,588,951 17,172,801 16,307,617 Plan Fiduciary Net Position Contributions - employer 405,320 413,851 307,429 Contributions - employee 164,126 181,194 184,601 Net investment income 257,935 673,666 2,045,884 Benefit payments, including refunds of employee contributions (976,757) (836,477) (812,476) Administrative expenses (9,605) (9,337) (11,195) Other (111) (144) 108 Net change in plan fiduciary net position (159,092) 422,753 1,714,351 Plan fiduciary net position - beginning 15,250,470 14,827,717 13,113,366 Plan fiduciary net position - ending 15,091,378 15,250,470 14,827,717 Net pension liability - ending 2,497,573$ 1,922,331$ 1,479,900$ Plan fiduciary net position as a percentage of total pension liability 86%89%91% Covered employee payroll 3,289,982$ 3,353,343$ 3,699,186$ Net pension liability as a percentage of covered employee payroll 76%57%40% This schedule is intended to show information for 10 years.Since fiscal year 2015 (plan year 2014)was the first year for this presentation,no earlier data is available. Additional years will be included as they become available. TOWN OF VINTON, VIRGINIA REQUIRED SUPPLEMENTARY INFORMATION SCHEDULE OF CHANGES IN NET PENSION LIABILITY AND RELATED RATIOS June 30, 2017 The plan years above are reported in the entity’s financial statements in the fiscal year following the plan year –i.e.,plan year 2016 information was presented in the entity’s fiscal year 2017 financial report. Plan Year The Notes to Required Supplementary Information are an integral part of this statement. 62 EXHIBIT 12 Entity Fiscal Year Ended June 30 Actuarially Determined Contribution Relation to Actuarially Determined Contribution Contribution Deficiency (Excess) Covered Employee Payroll Percentage of Covered Employee Payroll Primary Government 2017 400,540$ 400,540$ -$ $ 3,664,576 10.93% 2016 407,958 407,958 - 3,289,982 12.40% 2015 415,814 415,814 - 3,353,343 12.40% TOWN OF VINTON, VIRGINIA SCHEDULE OF PENSION CONTRIBUTIONS June 30, 2017 REQUIRED SUPPLEMENTAL INFORMATION Schedule is intended to show information for 10 years.Since 2015 was the first year for this presentation,only three years of data is available. However, additional years will be included as they become available. The covered payroll amounts above are for the Town’s fiscal year –i.e.the covered payroll on which required contributions were based for the same year. The Notes to Required Supplementary Information are an integral part of this statement. 63 EXHIBIT 13 (a)(b)(b-a)(a/b)(c)((b-a)/c) Unfunded Actuarial UAAL as of Actuarial Actuarial Actuarial Accrued Annual Percentage Valuation Value of Accrued Liability Funded Covered of Covered Date Assets Liability (AAL)(UAAL)Ratio Payroll Payroll January 1, 2015 -$ 304,700$ 304,700$ 0.00%3,281,500$ 9.29% January 1, 2012 - 279,700 279,700 0.00 3,109,500 9.00 January 1, 2009 - 479,500 479,500 0.00 3,715,300 12.91 TOWN OF VINTON, VIRGINIA SCHEDULE OF FUNDING PROGRESS – OPEB June 30, 2017 The Notes to Required Supplementary Information are an integral part of this statement. 64 65 TOWN OF VINTON, VIRGINIA NOTES TO REQUIRED SUPPLEMENTARY INFORMATION June 30, 2017 Note 1.Changes of Benefit Terms There have been no actuarially material changes to the Virginia Retirement System (System) benefit provisions since the prior actuarial valuation. The 2014 valuation includes Hybrid Retirement Plan members for the first time. The hybrid plan applies to most new employees hired on or after January 1, 2014 and not covered by enhanced hazardous duty benefits. Because this was a new benefit and the number of participants was relatively small, the impact on the liabilities as of the measurement date of June 30, 2016 are not material. Note 2.Changes of Assumptions The following changes in actuarial assumptions were made effective June 30, 2013 based on the most recent experience study of the System for the four-year period ending June 30, 2012: Largest 10 –Non-LEOS: -Update mortality table -Decrease in rates of service retirement -Decrease in rates of disability retirement -Reduce rates of salary increase by 0.25% per year Largest 10 –LEOS: -Update mortality table -Decrease in male rates of disability All Others (Non 10 Largest) –Non-LEOS: -Update mortality table -Decrease in rates of service retirement -Decrease in rates of disability retirement -Reduce rates of salary increase by 0.25% per year All Others (Non 10 Largest) –LEOS: -Update mortality table -Adjustments to rates of service retirement for females -Increase in rates of withdrawal -Decrease in male and female rates of disability 66 STATISTICAL SECTION This part of the Town of Vinton 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 Town’s overall financial health. The Town implemented GASB Statement 68 and restated beginning net position for 2015. The restatement is not included in the prior year data. Contents Table Financial Trends .....................................................................1-4 These tables contain trend information to help the reader understand how the Town’s financial performance and well-being have changed over time. Revenue Capacity ...................................................................5-8 These tables contain information to help the reader assess the factors affecting the Town’s ability to generate its property and sales taxes, as well as customer rates for its water and sewer operations. Debt Capacity .......................................................................9-11 These tables present information to help the reader assess the affordability of the Town’s current levels of outstanding debt and the Town’s ability to issue additional debt in the future. Demographic and Economic Information ........................12-13 These tables offer demographic and economic indicators to help the reader understand the environment within which the Town’s financial activities take place and to help make comparisons over time and with other governments. Operating Information.......................................................14-16 These schedules contain information about the Town’s operations and resources to help the reader understand how the Town’s financial information relates to the services the Town provides and the activities it performs. Sources: Reports for the relevant year. TABLE 1 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Governmental activities Net investment in capital assets 6,638,792$ 6,225,603$ 5,929,925$ 5,427,254$ 5,704,050$ 5,919,643$ 6,316,937$ 6,760,474$ 7,365,632$ 7,763,470$ Restricted 132,387 209,649 235,246 190,161 91,676 - 20,053 20,000 20,000 20,000 Unrestricted 770,368 801,646 499,226 2,291,758 2,219,240 1,972,859 1,491,375 1,362,770 1,650,476 2,451,898 Total governmental activities net position 7,541,547$ 7,236,898$ 6,664,397$ 7,909,173$ 8,014,966$ 7,892,502$ 7,828,365$ 8,143,244$ 9,036,108$ 10,235,368$ Business-type activities Net investment in capital assets 4,862,273$ 4,880,340$ 5,184,003$ 4,834,097$ 4,853,969$ 4,838,640$ 5,019,517$ 5,437,639$ 5,342,230$ 5,497,604$ Unrestricted 1,504,611 1,035,813 117,415 410,722 394,976 339,523 661,273 297,150 968,176 1,255,035 Total business-type activities net position 6,366,884$ 5,916,153$ 5,301,418$ 5,244,819$ 5,248,945$ 5,178,163$ 5,680,790$ 5,734,789$ 6,310,406$ 6,752,639$ Primary government Net investment in capital assets 11,501,065$ 11,105,943$ 11,113,928$ 10,261,351$ 10,558,019$ 10,758,283$ 11,336,454$ 12,198,113$ 12,707,862$ 13,261,074$ Restricted 132,387 209,649 235,246 190,161 91,676 - 20,053 20,000 20,000 20,000 Unrestricted 2,274,979 1,837,459 616,641 2,702,480 2,614,216 2,312,382 2,152,648 1,659,920 2,618,652 3,706,933 Total primary government net position 13,908,431$ 13,153,051$ 11,965,815$ 13,153,992$ 13,263,911$ 13,070,665$ 13,509,155$ 13,878,033$ 15,346,514$ 16,988,007$ Note: NET POSITION BY COMPONENT Last Ten Fiscal Years (accrual basis of accounting) TOWN OF VINTON, VIRGINIA 67 TABLE 2 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Expenses Governmental activities General government 992,699$ 1,001,560$ 927,954$ 962,341$ 942,315$ 948,803$ 934,388$ 1,023,227$ 1,037,073$ 906,072$ Public safety 3,926,763 3,340,624 3,418,566 3,339,148 3,238,361 3,214,622 3,397,562 3,446,746 3,593,946 3,407,536 Public works 2,011,469 2,026,305 2,021,994 1,993,713 2,074,464 2,062,430 2,243,111 2,457,832 2,455,754 2,905,249 Parks, recreation, and cultural 591,208 591,342 621,897 635,252 588,649 553,866 583,569 617,778 610,756 575,895 Community development 479,973 447,908 427,409 575,557 398,517 1,034,510 339,983 393,160 339,304 227,303 Interest on long-term debt 106,756 126,164 193,242 200,584 143,455 183,672 194,159 203,787 211,189 220,551 Total governmental activities 8,108,868 7,533,903 7,611,062 7,706,595 7,385,761 7,997,903 7,692,772 8,142,530 8,248,022 8,242,606 Business-type activities Water and sewer 3,088,256 3,103,779 2,994,485 3,174,896 2,946,127 3,044,342 3,002,964 3,238,927 3,189,315 3,148,236 Stormwater management 419,957 --------- Total business-type activities expense 3,508,213 3,103,779 2,994,485 3,174,896 2,946,127 3,044,342 3,002,964 3,238,927 3,189,315 3,148,236 Total primary government expenses 11,617,081$ 10,637,682$ 10,605,547$ 10,881,491$ 10,331,888$ 11,042,245$ 10,695,736$ 11,381,457$ 11,437,337$ 11,390,842$ Program Revenues Governmental activities Charges for services Public safety 118,454$ 63,735$ 72,356$ 88,364$ 89,115$ 91,196$ 119,870$ 108,187$ 172,357$ 128,216$ Public works 110,145 110,099 110,295 110,425 110,115 110,460 110,380 110,175 132,382 114,274 Other activities 540,600 559,171 570,459 554,666 495,133 440,883 466,306 489,901 436,835 450,338 Operating grants and contributions 1,666,789 1,389,380 1,426,127 1,382,744 1,287,108 1,281,998 1,318,394 1,366,971 1,454,813 1,691,163 Capital grants and contributions 408,362 317,643 384,074 114,966 53,749 66,545 75,188 8,034 2,146 91,590 Total governmental activities program revenues 2,844,350 2,440,028 2,563,311 2,251,165 2,035,220 1,991,082 2,090,138 2,083,268 2,198,533 2,475,581 Business-type activities Charges for services Water and sewer 3,398,582 3,437,535 3,195,850 3,002,970 2,754,147 2,753,851 2,672,156 2,439,634 2,289,754 2,255,505 Capital grants and contributions -------- 303,556 - Total business-type activities program revenues 3,398,582 3,437,535 3,195,850 3,002,970 2,754,147 2,753,851 2,672,156 2,439,634 2,593,310 2,255,505 Total primary government program revenues 6,242,932$ 5,877,563$ 5,759,161$ 5,254,135$ 4,789,367$ 4,744,933$ 4,762,294$ 4,522,902$ 4,791,843$ 4,731,086$ Net (expense) revenue Governmental activities (5,264,518)$ (5,093,875)$ (5,047,751)$ (5,455,430)$ (5,350,541)$ (6,006,821)$ (5,602,634)$ (6,059,262)$ (6,049,489)$ (5,767,025)$ Business-type activities (109,631) 333,756 201,365 (171,926) (191,980) (290,491) (330,808) (799,293) (596,005) (892,731) Total primary government net expense (5,374,149)$ (4,760,119)$ (4,846,386)$ (5,627,356)$ (5,542,521)$ (6,297,312)$ (5,933,442)$ (6,858,555)$ (6,645,494)$ (6,659,756)$ (Continued) TOWN OF VINTON, VIRGINIA CHANGE IN NET POSITION BY COMPONENT Last Ten Fiscal Years (accrual basis of accounting) 68 TABLE 2 (Continued) 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 TOWN OF VINTON, VIRGINIA CHANGE IN NET POSITION BY COMPONENT Last Ten Fiscal Years (accrual basis of accounting) General Revenues and Other Changes in Net Position Governmental activities: Taxes Property taxes 697,622$ 640,391$ 539,764$ 448,349$ 453,135$ 510,558$ 429,409$ 419,401$ 434,176$ 467,806$ Sales tax 1,436,325 1,348,456 1,320,700 1,287,437 1,284,455 1,247,566 1,171,590 1,113,322 1,132,519 1,132,083 Business license tax 500,713 508,747 489,749 517,111 491,996 460,638 454,636 456,536 437,797 452,672 Meals tax 953,721 955,488 912,713 900,591 912,226 909,814 864,448 842,384 861,286 860,961 Other taxes 585,378 576,896 561,080 628,177 692,669 698,412 734,316 755,808 386,703 338,292 Utilities tax 755,985 767,736 782,869 787,097 785,555 782,487 801,264 803,044 795,268 804,812 Intergovernmental revenue not restricted 773,690 744,247 768,956 756,199 807,117 773,617 748,815 664,975 631,320 679,009 Investment earnings not restricted 19,406 17,709 15,438 14,540 4,434 3,020 1,904 3,187 28,917 112,672 Restricted investment earnings - - 60,746 59,628 - - - - 187 11,087 Gain on disposal of property - - 7,444 6,516 - - - - - - Other 66,305 106,706 27,002 21,752 41,418 184,846 81,373 29,275 16,038 77,077 Transfers (219,978) - - - - 500,000 - 78,466 126,018 113,486 Total governmental activities 5,569,167 5,666,376 5,486,461 5,427,397 5,473,005 6,070,958 5,287,755 5,166,398 4,850,229 5,049,957 Business-type activities: Investment earnings not restricted 2,172 989 - 7 66 414 1,174 1,824 16,719 67,772 Restricted investment earnings 94 329 1,353 5,301 762 91 427 1,727 26,873 47,234 Other 338,118 279,661 250,562 255,135 261,934 287,359 275,208 298,591 236,198 250,838 Transfers 219,978 - - - - (500,000) - (78,466) (126,018) (113,486) Total business-type activities 560,362 280,979 251,915 260,443 262,762 (212,136) 276,809 223,676 153,772 252,358 Total primary government 6,129,529$ 5,947,355$ 5,738,376$ 5,687,840$ 5,735,767$ 5,858,822$ 5,564,564$ 5,390,074$ 5,004,001$ 5,302,315$ Changes in Net Position Governmental activities 304,649$ 572,501$ 438,710$ (28,033)$ 122,464$ 64,137$ (314,879)$ (892,864)$ (1,199,260)$ (717,068)$ Business-type activities 450,731 614,735 453,280 88,517 70,782 (502,627) (53,999) (575,617) (442,233) (640,373) Total primary government 755,380$ 1,187,236$ 891,990$ 60,484$ 193,246$ (438,490)$ (368,878)$ (1,468,481)$ (1,641,493)$ (1,357,441)$ Note: Water and sewer charges for service is the Town’s most significant source of own-source revenue. 69 TABLE 3 2010 2009 2008 Pre-GASB 54 implementation: General Fund Reserved 361,090$ 272,645$ 314,902$ Unreserved 1,322,095 1,698,851 2,439,625 Total general fund 1,683,185$ 1,971,496$ 2,754,527$ 2017 2016 2015 2014 2013 2012 2011 Post-GASB 54 implementation: General Fund Nonspendable 89,382$ 62,048$ 59,817$ 60,358$ 19,101$ 62,746$ 66,341$ Restricted 132,387 209,649 235,246 190,161 274,908 17,068 372,271 Assigned - - - - - 100,000 Unassigned 2,578,193 2,607,524 2,361,436 2,919,657 2,837,802 2,584,947 1,196,789 Total general fund 2,799,962$ 2,879,221$ 2,656,499$ 3,170,176$ 3,131,811$ 2,664,761$ 1,735,401$ Note: 2011 was the first year of implementing GASB 54 which revised fund balance classifications. TOWN OF VINTON, VIRGINIA FUND BALANCES – GOVERNMENTAL FUND Last Ten Fiscal Years (modified accrual basis of accounting) 70 TABLE 4 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Revenues Taxes 4,904,946$ 4,845,354$ 4,469,823$ 4,562,633$ 4,597,882$ 4,529,953$ 4,467,158$ 4,345,947$ 4,049,513$ 4,084,586$ Permits, privilege fees, and regulatory licenses 8,712 9,788 12,403 9,085 10,861 9,273 10,242 12,116 11,321 14,035 Fines and forfeitures 75,085 51,631 56,503 75,059 73,107 75,989 102,566 94,548 116,463 102,720 Revenue from use of money and property 136,695 141,889 197,241 198,625 105,998 105,666 118,560 156,533 201,341 298,369 Charges for services 418,042 452,903 438,558 407,900 387,049 333,832 355,606 328,116 319,293 270,521 Other 150,967 138,589 129,124 149,957 72,337 18,522 16,860 3,562 4,638 4,718 Intergovernmental 2,965,777 2,612,197 2,411,620 2,243,120 2,239,992 2,303,286 2,303,732 2,170,790 2,230,602 2,590,575 Total revenues 8,660,224 8,252,351 7,715,272 7,646,379 7,487,226 7,376,521 7,374,724 7,111,612 6,933,171 7,365,524 Expenditures General government 650,824 710,412 668,082 645,071 632,136 618,951 628,386 641,853 652,359 695,916 Public safety 3,649,236 3,304,624 3,313,099 3,201,533 3,005,917 2,948,155 3,250,590 3,200,859 3,259,980 3,379,924 Public works 1,749,305 1,942,260 1,918,439 1,795,602 1,892,656 1,834,120 1,990,381 2,164,328 2,219,226 2,357,040 Parks, recreation, and cultural 570,065 594,550 617,934 620,636 547,604 518,579 551,240 574,215 571,291 511,481 Community development 889,397 687,006 604,476 468,678 386,592 544,245 333,617 365,366 316,267 221,764 Capital projects 463,945 437,389 551,936 140,478 542,235 160,752 114,309 90,570 384,982 1,962,873 Debt service: Principal retirement 535,374 404,038 379,843 372,923 335,766 267,595 260,501 253,500 241,585 208,404 Interest and fiscal charges 91,789 115,486 182,584 186,377 174,699 185,715 195,608 205,189 212,090 208,912 Bond issuance costs - 15,920 - - 36,638 - - - - 1,856 Total expenditures 8,599,935 8,211,685 8,236,393 7,431,298 7,554,243 7,078,112 7,324,632 7,495,880 7,857,780 9,548,170 Excess (deficiency) of revenues over expenditures 60,289 40,666 (521,121) 215,081 (67,017) 298,409 50,092 (384,268) (924,609) (2,182,646) Other Financing Sources (Uses) Proceeds from long-term debt - 702,000 - - 2,411,641 - - - - - Payments to refunded bond escrow agent - (686,080) - - (2,190,889) - - - - - Proceeds from capital lease - 136,599 - - 313,315 - - - - 227,500 Proceeds from sale of capital assets 80,430 29,537 7,444 6,516 - 130,951 2,124 17,491 15,560 13,836 Transfers in (219,978) - - - - 500,000 - 78,466 126,018 113,486 Total other financing sources (139,548) 182,056 7,444 6,516 534,067 630,951 2,124 95,957 141,578 354,822 Net change in fund balances (79,259)$ 222,722$ (513,677)$ 221,597$ 467,050$ 929,360$ 52,216$ (288,311)$ (783,031)$ (1,827,824)$ Debt service as a percentage of TOWN OF VINTON, VIRGINIA CHANGES IN FUND BALANCES – GOVERNMENTAL FUND Last Ten Fiscal Years (modified accrual basis of accounting) 71 TABLE 5 Public Total Total Actual Value as a Fiscal Real Personal Machinery Service Mobile Assessed Direct Tax Taxable Percentage of Year Estate Property and Tools Corporation Homes Value Rate Value Assessed Value 2017 467,013,600$ 45,889,795$7,448,120$ 17,210,450$40,250$ 537,602,215$0.07$ 537,602,215$ 100% 2016 461,728,300 45,958,231 7,146,010 17,038,560 38,300 531,909,401 0.07 531,909,401 100 2015 458,804,800 45,024,930 6,934,930 17,364,350 42,930 528,171,940 0.06 528,171,940 100 2014 455,632,200 45,223,230 6,882,820 13,713,107 45,720 521,497,077 0.06 521,497,077 100 2013 456,795,100 43,698,440 7,310,490 14,385,245 47,520 522,236,795 0.06 522,236,795 100 2012 465,957,200 43,682,200 7,232,260 15,347,180 46,800 532,265,640 0.06 532,265,640 100 2011 469,499,100 43,392,270 7,232,700 15,191,110 47,740 535,362,920 0.06 535,362,920 100 2010 468,470,600 42,803,545 7,303,000 15,632,460 48,190 534,257,795 0.06 534,257,795 100 2009 463,014,500 47,556,110 7,191,835 14,933,569 51,675 532,747,689 0.06 532,747,689 100 2008 447,926,300 42,858,012 7,068,115 13,074,644 56,500 510,983,571 0.06 510,983,571 100 Note: Assessed value equals actual value. Property is assessed at full market value and is reassessed every year. TOWN OF VINTON, VIRGINIA ASSESSED VALUE AND ACTUAL VALUE OF TAXABLE PROPERTY Last Ten Fiscal Years 72 TABLE 6 Customer Revenue Rank Revenue Rank Aramark 160,171$ 1 4.29 %72,815$ 2 3.32 % Cardinal Glass 151,497 2 4.05 37,626 4 1.72 Precision Fabrics Group, Inc.146,292 3 3.92 194,765 1 8.88 Blue Ridge Manor Apartments 51,788 4 1.39 - - - The Berkshire 50,585 5 1.35 31,437 5 1.43 RGM 42,055 6 1.13 16,045 7 0.73 Roanoke County Schools 31,054 7 0.83 18,563 6 0.85 Clearview Manor 29,875 8 0.80 10,244 8 0.47 Richard Dickerson/RL Mansard Sq 20,534 9 0.55 42,464 3 1.94 F & W Management 18,665 10 0.50 - - - Skyline Cleaners - - -7,694 9 0.35 American Efficiency - - -7,231 10 0.33 702,516$ 438,884$ Source: Town of Vinton Finance Department 1) FY 2017 % was based on total water and sewer revenue of $3,736,700 2) FY 2008 % was based on total water and sewer revenue of $2,506,343 of Total Town Revenue Fiscal Year 2008 Percentage of Total Town Revenue TOWN OF VINTON, VIRGINIA PRINCIPAL WATER AND SEWER CUSTOMERS Current Year and Nine Years Ago Fiscal Year 2017 Percentage 73 TABLE 7 Fiscal Year Taxes Levied Collections Ended for the Percentage in Subsequent Percentage June 30,Fiscal Year Amount of Levy Years Amount of Levy 2017 859,822$ 826,673$ 96.14%-$ 826,673$ 96.14% 2016 853,737 785,340 91.99 13,902 799,242 94.37 2015 736,979 650,501 88.27 13,365 663,866 90.08 2014 645,360 610,294 94.57 12,010 622,304 94.57 2013 635,711 598,141 94.09 13,626 611,767 96.23 2012 637,626 600,406 94.16 13,528 613,934 96.28 2011 634,445 591,743 93.27 11,257 603,000 95.04 2010 637,392 607,701 95.34 13,950 621,651 97.53 2009 609,402 589,069 96.66 16,229 605,298 99.33 2008 634,952 623,656 98.22 5,946 629,602 99.16 Source: Detailed Town property tax records. Note: The Town increased the real estate tax rate from $0.03 to $0.07 in 2015 TOWN OF VINTON, VIRGINIA PROPERTY TAX LEVIES AND COLLECTIONS Last Ten Fiscal Years Total Collections to Date Collected within the Fiscal Year of the Levy 74 TABLE 8 Fiscal Year Water Sewer Water Sewer 2017 18.85$ 27.68$ 9.43$ 13.84$ 2016 18.85 27.68 9.43 13.84 2015 18.85 27.68 9.43 13.84 2014 17.31 25.42 8.66 12.71 2013 15.92 23.39 7.97 11.68 2012 15.92 23.39 7.97 11.68 2011 15.92 23.39 7.97 11.68 2010 13.84 20.34 6.93 10.16 2009 12.59 18.49 6.30 9.24 2008 12.59 18.49 6.30 9.24 Note: Minimum charge for water and sewer residential and commerical service is based on standard 5/8" meter 1 Residential minimum charges are billed on a bi-monthly basis 2 Commercial minimum charges are billed on a monthly basis Residential 1 Commercial 2 First 3,000 Gallons or Less First 1,500 Gallons or Less TOWN OF VINTON, VIRGINIA WATER AND SEWER RATES Last Ten Fiscal Years 75 TABLE 9 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Debt limit 53,760,222$ 53,190,940$ 52,817,194$ 52,149,708$ 51,809,508$ 53,226,564$ 53,536,292$ 53,425,780$ 53,274,769$ 44,792,630$ Total net debt applicable to limit 7,094,822 7,757,263 8,344,738 8,959,814 10,118,536 7,125,222 7,103,808 7,548,025 7,978,160 8,394,491 Legal debt margin 46,665,400$ 45,433,677$ 44,472,456$ 43,189,894$ 41,690,972$ 46,101,342$ 46,432,484$ 45,877,755$ 45,296,609$ 36,398,139$ Total net debt applicable to the limit as a percentage of debt limit 13.20%14.58%15.80%17.18%19.53%13.39%13.27%14.13%14.98%18.74% Legal Debt Margin Calculation for Fiscal Year 2017 537,602,215$ Debt limit (10% of assessed value)53,760,222$ Less debt applicable to limit: General obligation bonds 7,094,822 Legal debt margin 46,665,400$ Note: TOWN OF VINTON, VIRGINIA LEGAL DEBT MARGIN INFORMATION Last Ten Fiscal Years Assessed value 76 TABLE 10 Fiscal General Obligation Revenue Capital Obligations General Obligation Revenue Obligations Year 1 Bonds1 Leases Payable Total Bonds1 Bonds1 Payable Total 2017 2,940,783$ - 54,837$ 266,576$ 3,262,196$ 4,175,676$ 2,011,000$ 266,363$ 6,453,039$ 2016 3,242,029 - 230,969 327,424 3,800,422 4,539,723 2,184,037 280,605 7,004,365 2015 3,488,651 - 159,415 385,080 4,033,146 4,892,861 2,150,851 294,516 7,338,228 2014 3,724,405 - 209,262 442,548 4,376,215 5,235,409 2,225,000 - 7,460,409 2013 3,993,409 - 257,549 425,000 4,675,958 6,125,127 2,340,000 - 8,465,127 2012 2,700,000 1,360,000 - 475,000 4,535,000 3,950,222 2,450,000 - 6,400,222 2011 2,845,000 1,435,000 47,595 - 4,327,595 4,258,808 2,555,000 - 6,813,808 2010 2,990,000 1,505,000 93,096 - 4,588,096 4,558,026 2,655,000 - 7,213,026 2009 3,130,000 1,575,000 136,595 - 4,841,595 4,848,160 2,750,000 - 7,598,160 2008 3,265,000 1,640,000 178,180 - 5,083,180 5,129,491 2,750,000 - 7,879,491 Net General Net General Bonded Debt Bonded Debt Total Taxable to Estimated Per Capita Per Capita Fiscal Total Primary Assessed Actual Value of Bonded Debt Personal to Per Capita Year 1 Value Taxable Property Population Per Capita Income Personal Income 2017 7,116,459$ 537,602,215$ 1.32%8,185 869$ 48,047$ 1.81% 2016 7,781,752 531,909,401 1.46 8,231 945 45,577 2.07 2015 8,381,512 528,171,940 1.59 8,151 1,028 43,418 2.37 2014 8,959,814 521,497,080 1.72 8,151 1,099 42,288 2.60 2013 10,118,536 518,095,080 1.95 8,092 1,250 40,688 3.07 2012 6,650,222 532,265,640 1.25 8,130 818 39,866 2.05 2011 7,103,808 535,362,920 1.33 8,098 877 39,315 2.23 2010 7,548,026 534,257,800 1.41 7,814 966 39,315 2.46 2009 7,978,160 532,747,690 1.50 7,876 1,013 39,315 2.58 2008 8,394,491 447,926,300 1.87 7,905 1,062 41,019 2.59 Note: Assessed value of property can be found in Table 5. Note: Population and personal income can be found in Table 12. 1 Includes bond premiums TOWN OF VINTON, VIRGINIA RATIOS OF OUTSTANDING DEBT BY TYPE Last Ten Fiscal Years Business Type Activities Governmental Activities 77 TABLE 11 Less:Net Fiscal Gross Operating Available Year Revenue (1)Revenue Principal (2)Interest Coverage 2017 3,738,966$ 2,182,323$ 1,537,139$ 543,289$ 181,582$ 2.12 2016 3,718,514 2,241,937 1,476,577 487,049 311,245 1.85 2015 3,447,765 2,115,736 1,332,029 462,548 257,957 1.85 2014 3,263,413 2,261,529 1,001,884 504,718 256,920 1.32 2013 3,016,909 2,129,633 887,276 428,247 215,281 1.38 2012 3,041,715 2,187,683 854,032 413,586 232,992 1.32 2011 2,948,965 2,140,766 808,199 399,218 225,689 1.29 2010 2,741,776 2,361,718 380,058 385,135 195,038 0.66 2009 2,873,100 2,312,595 560,505 281,331 213,792 1.13 2008 2,621,349 2,321,983 299,366 272,788 222,032 0.60 (1) Excluding depreciation, interest, and amortization (2) Excluding refunded principal payments Last Ten Fiscal Years PLEDGED REVENUE COVERAGE TOWN OF VINTON, VIRGINIA Debt Service Notes: Details regarding the Town’s outstanding debt can be found in the Notes to Financial Statements. 78 TABLE 12 Fiscal Total Per Capita Public School Public Year Personal Personal Roanoke CO Town of Vinton Unemployment Ended Population (1)Income (2)Income (2)Enrollment (3)Enrollment (3)Rate (4) 2017 8,185 5,780,000$ 48,047$ 14,235 965 3.70% 2016 8,231 5,435,865 45,577 14,135 910 3.70 2015 8,151 5,159,100 43,418 14,384 948 4.50 2014 8,151 4,984,547 42,288 14,333 965 5.50 2013 8,092 4,789,030 40,688 14,369 935 5.90 2012 8,130 4,672,000 39,866 14,454 927 5.70 2011 8,098 4,561,791 39,315 14,259 951 5.70 2010 7,814 4,561,791 39,315 14,474 921 6.30 2009 7,876 4,561,791 39,315 14,650 978 4.60 2008 7,905 4,750,916 41,019 14,802 964 2.80 Sources: (1) From U.S. Census Bureau link at www.rvarc.org (4) Virginia Employment Commission www.bls.gov/eag/eag.va.htm TOWN OF VINTON, VIRGINIA DEMOGRAPHIC STATISTICS Last Ten Fiscal Years (3) Virginia Department of Education - Membership Reporting http://www.doe.virginia.gov/statistics_reports/enrollment/fall_membership/report_data.shtml (2) Personal Income and Per Capita Personal Income from the U.S. Department of Commerce Bureau of Economic Analysis. Latest information available as of March 2014 at www.bea.gov/regional/docs/income. Combined with Roanoke County/Salem. 79 TABLE 13 Percentage Percentage of Total Town of Total Town Employer Employees Rank Employment Employees Rank Employment Roanoke County Schools (Vinton)208 1 2.54%179 3 2.26% Berkshire 195 2 2.38 213 2 2.69 Precision Fabrics Group, Inc.172 3 2.10 301 1 3.81 Kroger 168 4 2.05 168 4 2.13 Town of Vinton 102 5 1.25 115 5 1.45 Magnets USA 87 6 1.06 N/A N/A N/A Aramark Uniform Services 80 7 0.98 90 6 1.14 McDonalds 54 8 0.66 N/A N/A N/A Lancerlot 44 9 0.54 N/A N/A N/A Woods Service Center 44 10 0.54 N/A N/A N/A 1,154 14.10%1,066 13.48% Source: Employer Business Application or HR Contact N/A - Not Available Fiscal Year 2017 Fiscal Year 2008 TOWN OF VINTON, VIRGINIA PRINCIPAL EMPLOYERS Current Year and Nine Years Ago 80 TABLE 14 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Function/Program General government Management services 4 4 4 4 4 4 4 4 4 3 Finance 5 5 6 6 6 6 5 5 5 5 Planning 3 3 3 3 3 3 3 3 3 3 Police Officers 24 22 22 24 24 24 25 24 24 24 Civilians 2 2 2 2 2 2 2 10 10 10 Fire Firefighters and officers 12 10 11 10 9 9 9 9 9 9 Other public works 33 29 31 32 32 32 34 33 33 32 Parks, recreation, and cultural 3 3 2 3 3 3 3 3 3 2 Total 86 78 81 84 83 83 85 91 91 88 TOWN OF VINTON, VIRGINIA FULL-TIME EQUIVALENT TOWN GOVERNMENT EMPLOYEES BY FUNCTION/PROGRAM Last Ten Fiscal Years 81 TABLE 15 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Function/Program General government Fleet equipment 133 133 133 133 117 117 117 117 117 62 Pieces of equipment maintained 133 133 133 133 117 117 117 117 117 62 Public safety: Police Arrests 594 722 507 578 582 667 546 531 658 598 Parking violations 58 133 52 64 48 56 82 139 84 62 Traffic violations 2,021 1,187 1,143 1,603 1,408 1,734 1,933 2,431 3,088 3,034 EMS Emergency responses 2,637 2,656 2,615 2,735 2,654 2,872 2,319 2,219 2,369 2,397 Fire Emergency responses 501 774 278 623 306 677 514 476 764 1,038 Public works Refuse collection Refuse collected (tons per day)12 11.92 12.55 12.78 12.92 12.75 12.70 14.00 15.90 18.10 Recyclables collected (tons per day)1 0.54 0.65 0.70 0.68 2.00 2.00 1.60 1.60 1.70 Other public works Street resurfacing (miles)2 2.03 - 1.30 2.17 1.80 1.80 1.90 3.50 11.10 Parks, recreation, and cultural Parks and recreation - attendees Vinton Dogwood Festival (4-day)25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Vinton Bluegrass Festival (4-day)Closed Closed Closed Closed Closed Closed Closed Closed 20,000 20,000 4th of July 5,000 5,000 5,000 5,000 4,000 4,000 4,000 4,000 4,000 4,000 (Co-Sponsor Roanoke County)Closed Closed Closed Closed Closed Closed Closed 5,000 5,000 5,000 (Co-Sponsor Chamber of Commerce)6,000 9,000 9,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 Water Number of customer accounts 5,120 5,093 5,074 5,085 5,071 5,051 5,044 5,040 5,022 4,985 Miles of distribution lines 61 61 61 61 61 61 61 61 61 60 Volume pumped (million gallons per day average)1 1.27 1.23 1.14 1.21 1.23 1.26 1.47 1.04 1.29 Sewer Number of customer accounts 4,686 4,658 4,639 4,642 4,636 4,607 4,610 4,609 4,600 4,571 Miles of collection lines 60 60 60 60 60 60 60 60 60 59 Waste/Water treated (million gallons per day)1 1.40 1.19 0.92 0.96 0.99 1.09 1.27 1.04 1.24 N/A - Not available. Refuse collected (tons per day) - based on 260 collection days per year. Recyclables collected (tons per day) - based on 130 collection days per year. Source: TOWN OF VINTON, VIRGINIA OPERATING INDICATORS BY FUNCTION/PROGRAM Last Ten Fiscal Years 82 TABLE 16 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 Function/Program Public safety Law enforcement vehicles 27 25 26 25 25 26 27 27 29 27 Fire stations 1 1 1 1 1 1 1 1 1 1 Public works Primary streets (lane miles)21.62 21.62 21.62 21.62 21.62 21.62 21.62 21.62 21.62 21.62 Secondary streets (lane miles)66.32 66.32 66.32 66.32 66.32 66.32 66.32 66.32 66.32 66.32 Streetlights 505 503 502 500 500 500 500 500 500 500 Parks, recreation, and cultural Community centers Vinton Senior Program (No. of Events/Attendance)285/4370 252/4166 240/3990 223/3,965 253/3775 231/4033 174/3396 1/18 240/4236 180/3600 Charles R. Hill Center (Rentals)316 283 291 289 437 299 218 295 351 205 Skate Park Closed Closed Closed Closed Closed Closed Closed Closed Closed 2,400 Vinton War Memorial 276 273 235 282 301 200 202 271 277 151 Parks/athletic fields Gearhart Park (TOV owned-Leased to Rke County)NA N/A N/A N/A N/A N/A N/A N/A 37/3000 N/A Jaycee Field (Seasonal ballgames)Closed Closed Closed Closed Closed Closed Closed Closed Closed Closed Greenway (3/4 Mile) Cinder Surface 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 25,000 Lawfit Course (5 Fitness Stations)N/A N/A N/A N/A N/A N/A 1,120 1,120 1,120 1,120 War Memorial Playground 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 6,000 Vinton Municipal Pool Closed 7,977 7,977 8,458 10,562 10,176 12,246 11,270 11,000 11,000 Water and sewer Water mains (miles)61 61 61 61 61 61 61 61 61 60 Sanitary sewers (miles)60 60 60 60 60 60 60 60 60 59 Stormwater Storm sewers (miles)12 12 12 12 12 12 12 12 12 12 Signalized Street Intersections Traffic Signals (each)11 11 11 11 11 11 11 11 11 11 TOWN OF VINTON, VIRGINIA CAPITAL ASSET AND INFRASTRUCTURE STATISTICS BY FUNCTION/PROGRAM Last Ten Fiscal Years 83 THIS PAGE INTENTIONALLY BLANK 84 COMPLIANCE SECTION 85 Your Success is Our Focus 319 McClanahan Street, S.W. • Roanoke, Virginia 24014-7705 • 540-345-0936 • Fax: 540-342-6181 • www.BEcpas.com INDEPENDENT AUDITOR’S REPORT ON INTERNAL CONTROL OVER FINANCIAL REPORTING AND ON COMPLIANCE AND OTHER MATTERS BASED ON AN AUDIT OF FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH GOVERNMENT AUDITING STANDARDS To the Honorable Members of the Town Council Town of Vinton, Virginia We have audited, in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States; and Specifications for Audits of Counties, Cities, and Towns issued by the Auditor of Public Accounts of the Commonwealth of Virginia, the financial statements of the governmental activities, the business-type activities, and each major fund of the Town of Vinton, Virginia (the “Town”), as of and for the year ended June 30, 2017, and the related notes to the financial statements, which collectively comprise the Town’s basic financial statements and have issued our report thereon dated November 15, 2017. Internal Control over Financial Reporting In planning and performing our audit of the financial statements, we considered the Town’s internal control over financial reporting (internal control) to determine the audit procedures that are appropriate in the circumstances for the purpose of expressing our opinions on the financial statements, but not for the purpose of expressing an opinion on the effectiveness of Town’s internal control. Accordingly, we do not express an opinion on the effectiveness of Town’s internal control. A deficiency in internal control exists when the design or operation of a control does not allow management or employees, in the normal course of performing their assigned functions, to prevent, or detect and correct, misstatements on a timely basis. A material weakness is a deficiency, or a combination of deficiencies, in internal control such that there is a reasonable possibility that a material misstatement of the entity’s financial statements will not be prevented, or detected and corrected on a timely basis. A significant deficiency is a deficiency, or a combination of deficiencies, in internal control that is less severe than a material weakness, yet important enough to merit attention by those charged with governance. Our consideration of internal control was for the limited purpose described in the first paragraph of this section and was not designed to identify all deficiencies in internal control that might be material weaknesses or significant deficiencies and therefore, material weaknesses or significant deficiencies may exist that were not identified. However, as described in the accompanying schedule of finding and response, we identified a certain deficiency in internal control that we consider to be a material weakness, which is labelled as item 2007-001. 86 Compliance and Other Matters As part of obtaining reasonable assurance about whether the Town’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. Town of Vinton’s Response to Finding The Town of Vinton’s response to the finding identified in our audit is described in the accompanying schedule of finding and response. The Town’s response was not subjected to the auditing procedures applied in the audit of the financial statements and, accordingly, we express no opinion on it. Purpose of this Report The purpose of this report is solely to describe the scope of our testing of internal control and compliance and the results of that testing, and not to provide an opinion on the effectiveness of the entity’s internal control or on compliance. This report is an integral part of an audit performed in accordance with Government Auditing Standards in considering the entity’s internal control and compliance. Accordingly, this communication is not suitable for any other purpose. CERTIFIED PUBLIC ACCOUNTANTS Roanoke, Virginia November 15, 2017 87 TOWN OF VINTON, VIRGINIA SUMMARY OF COMPLIANCE MATTERS June 30, 2017 As more fully described in the Independent Auditor’s 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, we performed tests of the Town’s compliance with certain provisions of laws, regulations, contracts,and grants shown below. STATE COMPLIANCE MATTERS Code of Virginia: Budget and Appropriation Laws Cash and Investment Laws Conflicts of Interest Act Debt Provisions Local Retirement Systems Procurement Laws Uniform Disposition of Unclaimed Property Act State Agency Requirements: Highway Maintenance Funds LOCAL COMPLIANCE MATTERS Town Charter 88 TOWN OF VINTON, VIRGINIA SCHEDULE OF FINDING AND RESPONSE Year Ended June 30, 2017 A.FINDING –FINANCIAL STATEMENT AUDIT 2007-1:Segregation of Duties (Material Weakness) Condition: A fundamental concept of internal controls is the separation of duties. No one employee should have access to both physical assets and the related accounting records, or to all phases of a transaction. A proper segregation of duties has not been established in functions related to accounts payable, accounts receivable, cash disbursements, and information technology. Recommendation: Steps should be taken to eliminate performance of conflicting duties where possible or to implement effective compensating controls. Management’s Response: Management noted this finding. The Finance Director has segregated duties, to the extent practical, to minimize instances where the same person has complete control of a transaction or conflicting duties. 89 TOWN OF VINTON, VIRGINIA SCHEDULE OF PRIOR AUDIT FINDING Year Ended June 30, 2017 A.FINDING –FINANCIAL STATEMENT AUDIT 2007-1:Segregation of Duties (Material Weakness) Condition: A fundamental concept of internal controls is the separation of duties. No one employee should have access to both physical assets and the related accounting records, or to all phases of a transaction. A proper segregation of duties has not been established in functions related to payroll, accounts payable, accounts receivable, cash disbursements, and information technology. Current Status: Condition cleared with regard to payroll and still present for accounts payable, accounts receivable, cash disbursements, and information technology. B.FINDINGS –COMMONWEALTH OF VIRGINIA 2016-1:Budget Appropriations Condition: After audit adjustments, expenditures exceeded budgeted appropriations in the debt service category. Current Status: No similar instances noted during the current year audit.