Audit - 2004 SW Report
KANSAS DEPARTMENT OF HEALTH AND ENVIRONMENT
BUREAU OF WASTE MANAGEMENT
Solid Waste Form 1290
CHIEF FINANCIAL OFFICER'S LETTER FROM LOCAL GOVERNMENT
COpy
~
( e-\~c.E>
To: Kansas Department of Health and Environment
Attn: Bureau of Waste Management
I am the Chief Financial Officer of _City of Salina
a local government organized and existing under the laws of the state of Kansas. This letter is in
support of this local government's use of the local government financial test to provide financial
assurance for the closure, post-closure care, corrective action costs, or any combination of these,
at the municipal solid waste landfill identified in the following numbered paragraphs.
1. This local government is the owner or operator of the following municipal solid waste
landfill for which financial assurance for closure, post-closure care, corrective action
costs, or any combination of these, is demonstrated according to the provisions in K.A.R
28-29-2110:
City of Salina Municipal Solid Waste Landfill
492 Burma Road
Salina, KS 67401
Permit No. 144_
Closure $_2,341,989 Post-Closure $_3,599,610_Corrective Action $_N/A
[List additional sites and estimates on a separate sheet identified as "Attachment A"]
2. This local government also provides financial assurance for environmental obligations, or
provides environmental guarantees, to another local government entity through a financial test
procedure at the following site and jurisdiction (if none, enter "None"):
Permit No.
Corrective Action $_N/A
Closure $_N/A_Post-Closure $_N/A
Jurisdiction
[List additional sites, estimates and jurisdictions on a separate sheet identified as "Attachment B"]
Page 1 of 4 - Chief Financial Officer's Letter - Form SW1290 - August 9, 1999
This local government financial test is based upon the financial conditions existing as of the close
of the latest completed fiscal year ending on 12/31/2004
The accounting books and records of this local government are maintained according to the
requirements of generally accepted accounting principals (GAAP) for governments, or on a
prescribed basis of accounting that demonstrates compliance with the cash basis and budget
laws of the state of Kansas, which is a comprehensive basis of accounting other than GAAP for
governments.
In support of this local government's use of financial test, I enclose the following documents:
(a) Comprehensive Annual Financial Report (CAFR), or other audited Annual Financial
Statements for the latest completed fiscal year;
(b) Auditor's Special Report; and
(c) Calculation and accumulation details supporting financial test amounts derived from the
CAFR or other audited annual financial statements.
I certify that this local government:
(a) Has no general obligation bonds outstanding which are rated lower than Moody's Baa or
Standard & Poor's BBB;
(b) Is not currently in default on payments of interest or principal on any general obligation
bonds;
(c) Has not operated at a deficit exceeding 5% in each of the two latest completed fiscal
years;
(d) Has passed the financial ratio test or the bond rating test specified for the use of local
governments according to the provisions in K.A.R. 28-29-2110; and
(e) Has not used the local government financial test to provide financial assurance for
closure, postclosure, corrective action costs, or any combination of these, in excess of
43% of revenues as defined in KAR. 28-29-2110.
ISI
Name
Title
Date
Page 2 of 4 - Chief Financial Officer's Letter - Form SW1290 - August 9, 1999
KANSAS DEPARTMENT OF HEALTH AND ENVIRONMENT
BUREAU OF WASTE MANAGEMENT
LOCAL GOVERNMENT
FINANCIAL RATIO TEST
Sum of the Environmental Obligations Assured by the Test
1.
Total from the Chief Financial Officer's Letter
$_5,941,599
Ratio Test Factors from the CAFR or Annual Financial Statements
[Attach details of calculation or accumulation of amounts from CAFR or AFS]
2.
3.
4.
5.
6.
7.
Total Annual Revenues
Total Annual Expenditures
Cash plus Marketable Securities
Annual Debt Service
Long-Term Debt (Issued in the Current Year)
Non-Routine Capital Expenditures
$_57,447,491
$_47,809,614
$_25,854,537
$_4,317,075
$
$
[Omit Lines 6 and 7 if GAAP for Governments accounting and reporting method is used]
Financial Ratio Test Calculations
8. Environmental Obligations / Total Annual Revenues .1034
(Line 1 divided by Line 2 = < 0.43)
9. Total Annual Revenues / Total Annual Expenditures 1.2016
(Line 2 divided by Line 3 = > 0.95)
10. Cash and Marketable Securities / Total Annual Expenditures _.5408
(Line 4 divided by Line 3 = > 0.05)
11. Annual Debt Service / Total Annual Expenditures _.0903
(Line 5 Divided by Line 3 = < 0.20)
12. Long-Term Debt / Non-Routine Capital Expenditures
(Line 6 divided by Line 7 = < 2.00)
[Omit Line 12 if GAAP for Governments accounting and reporting method is used]
Page 3 of 4 - Chief Financial Officer's Letter - Form SW1290 - August 9, 1999
KANSAS DEPARTMENT OF HEALTH AND ENVIRONMENT
BUREAU OF WASTE MANAGEMENT
LOCAL GOVERNMENT
BOND RATING TEST
Sum of the Environmental Obligations Assured by the Test
1. Total from the Chief Financial Officer's Letter
$_5,941,599
Ratio Test Factors from the CAFR or Annual Financial Statements
[Attach details of calculation or accumulation of amounts from the CAFR or AFS]
2.
3.
Total Annual Revenues
Total Annual Expenditures
$_57,447,491
$_47,809,614
Bond Rating Test Calculations
4. Environmental Obligations / Total Annual Revenues
(Line 1 divided by Line 2 = < 0.43)
.1043
5. Total Annual Revenues / Total Annual Expenditures
(Line 2 divided by Line 3 = > 0.95)
1.2016
Bond Rating
6. Amount, Description, Issue Date and Due Date of Rated General Obligation Bonds_
_$4,210,000 in General Obligation Internal Improvement Bonds
_Series 2005-A, Issued 8/01/05, Final Due Date 10/1/2020
7.
Currently Assigned Bond Rating
Aa3
8. Rating Agency
[Attach written evidence of the current bond rating]
_Moody's
Page 4 of 4 - Chief Financial Officer's Letter - Form SW1290 - August 9, 1999
LOWENTHAL SINGLETON WEBB & WILSON
PROFESSIONAL ASSOCIATION
David A. Lowenthal, CPA
Thomas E. Singleton, CPA
Patricia L. Webb, CPA
Thomas G. Wilson, CPA
Audrey M. Odermann, CPA
CERTIFIED PUBLIC ACCOUNTANTS
900 Massachusetts, Suite 301
Lawrence, Kansas 66044-2868
Phone: (785) 749-5050
Fax: (785) 749-5061
E-mail: Iswwcpa@lswwcpa.colll
Abram M. Chrislip, CPA
Leanne E. Miller, CPA
Members of American Institute
and Kansas Society of
Certified Public Accountants
Independent Accountant's Report on ApplyinQ AQreed Upon Procedures
Mayor and City Commission
City of Salina, Kansas
We have performed the procedures enumerate below, which were agreed to by the City of Salina, Kansas, solely to
assist you in meeting the requirements of the Kansas Department of Health and Environment (KDHE), as specified in
KAR. 28-29-2110, for the year ended December 31, 2004. This agreed upon procedures engagement was performed
in accordance with standards established by the American Institute of Certified Public Accountants. The sufficiency of
these procedures is the responsibility of the specified users of the report. Consequently, we make no representation
regarding the sufficiency of the procedures described below either for the purpose for which this report has been
requested or for any other purpose.
The procedures that we performed were as follows:
1. We compared amounts and tested the computations to determine that the amounts for total annual revenues, total
annual expenditures, cash plus marketable securities, annual debt service, long-term debt issued in the current year,
and non-routine capital expenditures, as stated in the Financial Ratio Test section of the chief financial officer's letter
dated September 30, 2005, were derived from the audited annual financial report of the City of Salina, Kansas, for
the year ended December 31,2004, and were adjusted according to the definitions in KAR. 28-29-211 O(b).
2. We tested the computation of the ratios stated for liquidity and debt service and the use of funds in the Financial
Ratio Test section of the chief financial officer's letter dated September 30, 2005, and found them to equal or exceed
the requirements of K.A.R. 28-29-2110(c)(2).
3. We tested the computation of the ratio of total operating revenues to total operating expenditures, and the ratio of
the sum of closure and post-closure costs to total operating revenues, and found them to equal or exceed the
requirements in KAR. 28-29-211 0(c)(5)(C) and KAR. 28-29-211 0(f)(1 )(A) or (8).
4. We noted compliance with K.A.R. 28-29-211 0(c)(3) in the preparation of the annual financial statements of the City
of Salina, Kansas, for the year ended December 31, 2004, in conformity with generally accepted accounting
principles for local governments.
5. We noted compliance with K.A.R. 28-29-211 0(c)(5)(D) in that the report of independent certified public accountants
dated May 11, 2005, included a statement to the effect that the basic financial statements for the year ended
December 31, 2004, "present fairly, in all material respects," the transactions and balances of the City of Salina,
Kansas, on the basis of accounting described.
We were not engaged to, and did not, perform an audit, the objective of which would be the expression of an opinion on
the City of Salina Chief Financial Officer's letter to KDHE dated September 30, 2005. Accordingly, we do not express
such an opinion. Had we performed additional procedures, other matters might have come to our attention that would
have been reported to you.
This report is solely for the use of the City of Salina, Kansas, and KDHE, and should not be used by those who have not
agreed to the procedures and taken responsibility for the sufficiency of the procedures for their purposes.
d~/..L~J ~~~
Professional Association
September 30, 2005
Expenditures
Total Expenditures from the Combined
Statement of Revenues, Expenditures, and
Changes in Fund Balances (Statement 2)
Less Specifically Identifiable Capital Outlays
Net Governmental Funds ExpendItures
2004 2004
C.pll'l
S....I.. Project.
General Fund Revenue Fund. Debt .ervl.e Fund fund
23,075,970
715,269
22,360,701
From the Combined statement of Revenues,
Expenses and changes in Retained Earnings Enterprise
(Slatement 4) Funds
Total Operating Expenses of Enterprise Funds
before depreciation
Total Non-operating revenues (net) of
Enterprise funds (If negative)
Total Non-operating revenues (net) of Internal
Service funds (if negative)
9,582,793
1,801,425
7,781,368
781,019
13,578,407 _
Internal Service
funds
Total Expenditures
Net Proprietary Funds Expenditures/Expenses $ 14,359.426 $
Revenues
From the Combined Statement of Revenues,
Expenditures, and Changes In Fund balance
(Statement 2)
Total Revenues, Governmental Funds
23,648,957
23,648,957
From the Combined statement of Revenues.
Expenses and changes in Retained Earnings Enterprise
(Statement 4) Funds
Tota! Operating Revenues of Enterprise Funds
Total Non-operating revenues (net) of
Enterprise funds (if positive)
Total Non-operating revenues (net) of Internal
Service funds (if positive)
Total Proprietary Fund Revenue
Total Revenue all funds
Current Operating Balance
Cash and Current Investments
General Fund
Special Revenue Funds
Debt Service Funds
Enterprise Funds
Internal Service Funds
Total Cash and Investments:
Ratios and Misc. information for 2000
1(a) Sum of closure costs assured by financial $
1.(b) Sum of post-closure costs assured by fine $
1 c Sum of closure and post-closure costs as~ $
2 Total Revenues
3 Total Expenditures
4 Cash and Current Investments
5 Debt Service on Long Term Debt (From Sta
6 Capital Expenditures
7 Long term Debt issued
Closure/Post Closure as a percent of revenue
(line 1c/Line 2) (Must be less than 43%)
Revenues diVIded by expenditures greater
than.95
Cash divided by Expenditures greater than
5%
Debt Service divided by total expenditures less
than 20%
Is long term debt divided by CapItal less than
2.0
10,210,252
10,210,252
$ 17,549,048_
Internal Service
funds
28,113
17,577,161
2004
6,179,729
4,696,037
1,309,321
11,537,771
2,131,679
25,854,537
IA
2,341,989
3,599,610
5,941,599
$ 57,447,491
$ 47,809,614
$ 25,854,537
$ 4,317,075
$ 15,424,936
$ 13,563,047
1034%
120.16%
5408%
903%
-
Alternative
IB
2,341,989
3,599,610
5,941,599
57,447,491 $
47,809,614 $
25,854,537 $
4,317,075 $
15,424,936 $
13,563,047 $
1034%
3,308,119
o
3,308,119
3,040,040 $ 2,971,081
T.t.ls
$ 35,966,882
$ 2,516,694
$ 33,450,188
$ 13,578,407
781,019
$ 14,359,426
$ 47,809,614
3,040,040 $ 2,971,081 $ 39,870,330
II
Selected Anemative
$ 2,341,989
$ 3,599,610
$ 5,941,599
57,447,491
47,809,614
25,854,537
4,317,075
15,424,936
13,563,047
120.16% 120.16%
54.08%_
9.03%
088
10.34%
$ 17,577,161
$ 57,447,491
$ 9,637,877
solid waste financial assurances breakeven.xls
10/13/2005
CDIVI
125 South Wacker Drive. S"ite 600
Chicago. Illinois 60606
tel: 312 346-5000
fax: 312346-5228
April 19, 2005
Mr. Michael Fraser
General Services Director
Director of Public Works
City of Salina
412 East Ash Street
Salina, KS 67401
Subject:
2005 Closure and Post-closure Cost Estimates
Dear Mr. Fraser:
Attached is Camp Dresser & McKee Inc.'s (COM) estimate of 2005 Closure and Post-closure
costs for the City of Salina Municipal Solid Waste Landfill (MSWLF), KOHE Permit #144. The
attached forms were provided by KOHE and are required in all submittals related to financial
assurance plan updates and operating permit renewals. Specifically, these should be
submitted to KDHE by June 1, 2005.
Please call me at (312) 251-8705 if you have any questions regarding these costs.
Very truly yours,
~~..
Christopher M. Martel, P.E.
Senior Project Manager
Camp Dresser & McKee Inc.
cc: Bob Helm (City of Salina)
P:\8558salina\2005 Annual\closure casts\04130S cl lJ-c:I est doc
consulting. engineering. construction. operations
OWNER:
Citv of Salina. KS
CLOSURE COST ESTIMATE WORKSHEET FOR MSW LANDFILL FORM 1
144
CURRENT PERMIT RENEWAL YEAR:
TOTAL PERMITTED AREA:
280
PERMIT NO.
2005
Total Volume of Site: 24.144.000
CU. YDS.
AREA CURRENTLY OPEN:
29
LARGEST AREA TO EVER BE OPEN AT ANY TIME:
ACRES
CONVERSION FACTOR: 4840.02 SQ. YDSJACRE
ACRES
CONVERSION FACTOR: 0.3333 YDSJFT.
29
ACRES (use this area for estimating closure costs)
ITEM QUANTITY UNITS UNIT COST COST SUBTOTALS
Low Permeability Soil Laver
Preoaration of landfill to receive cover (final grading) 29 ACRE $53.75 $1,559
General fill to reach surrounding grades 112,933 CU. YD. $ 1.77 $ 199,89 I
Clay-compacted, off-site N/A CU. YD. $10.63 $ N/A
Clay-comoacted, on-site 70,180 CU. YD. $5.67 $397,921
Low Permeability Soil Layer Subtotal $599,371
Geomembrane and Drainaee Laver
Drainage material - sand 46,787 CU. YD. $11.00 $514,657
Drainage material - geogrid N/A SQ. YD $4.18 $ N/A
Geomembrane 140,360 SQ. YD. $3.90 $547,404
Geomembrane and Draina2e Laver Subtotal $1,062,061
Protective Soil (Veeetative) Laver
Soil - off-site N/A CU. YD. $5.20 $ N/A
Soil - on-site 70,180 CU. YD. $ 1.77 $124,219
Seeding and mulching 29 ACRE $1,500.00 $43,500
Protective Soil (Vegetative) Layer Subtotal $167,719
Erosion Control
Terraces 7,600 Lin. FT. $0.55 $4,180
Grass ditching/channels 3,000 Lin. FT $9.00 $27,000
Riorao ditching/channels N/A Lin. FT $13.00 $ N/A
Erosion Control Subtotal $31,180
Gas System
Gas vents, 29 # of vents, 50 average depth 1,450 Lin. FT. $65 $94,250
Passive System
Passive well head flare I 29 I EACH $500 $14,500 I
Active System
Flare, BTUlhour N/A EACH N/A $ N/A
Ancillary gas equipment N/A I Lumo Sum N/A $ N/A
Gas System Subtotal $108,750
Professional Services
Engineering (Bid Documents) 1 Lumo Sum $75,000 $75,000
Topographic and Boundary Survey I Lump Sum $10,000 $10,000
Engineering (Construction Oversight) I Lumo Sum $75,000 $75,000
Professional Services Subtotal $ 160,000
Total Closure Cost Subtotal $2.129,081
Miscellaneous
10% Administration and Contin!:!encv (Total Closure Cost Subtotal x 10%) $212,908
$
$
Misc. Subtotal $212,908
TOTAL CURRENT CLOSURE COST $2,341,989
(Instructions and explanations of bid items and sources of unit costs are provided on the back of this page.)
Contact Person/Cost Estimate Prepared By:
Phone Number: 312-251-8705
ChristopheU1. Martel, P.E., Camp Dresser & McKee [nc. _
Last edit date: April 19, 2005 cmm
Note: Pages GA, 6B and 6C must be submitted at the time of renewal.
Page 6A
POST-CLOSCRE COST ESTlMA TE WORKSHEET FOR MSW LANDFILL FORM 2
OWNER:
Citv of Salina. KS
PERMIT NO.
0144
CURRENT PERMIT RENEWAL YEAR:
2005
TOTAL PERMITTED DISPOSAL AREA: 280
(use this area for estimating post-closure cost)
ACRES
TOTAL VOLUME OF SITE: 24.144.000 CU. YDS.
CONVERSION FACTOR: 4840.02 SQ. YDSJACRE
CONVERSION FACTOR: 0.3333 YDSJFT.
ITEM T QUANTITY UNITS UNIT COST COST I SUBTOTALS
Cover Repair for 5 % of the Landfill Area
5% of the landfill area, 14 Acres
Soil - off-site N/A CU. YD. $5.20 $ N/A
Soil - on-site (12") 22,587 CU. YD. $1.77 $39,979
Cover Revair Subtotal $39,979
Seeding (Reseed 5 % of the Landfill Area)
5% of the landfill area, 14 acres
Seeding and mulching 14 ACRE $1,500.00 I $21,000
Seeding Subtotal $21,000
Leachate Collection
generation rate 12,800 gal./aclyr. (588,800 gal/yr)1
Operation and maintenance of leachate collection system N/A yr. N/A $5,000
Leachate hauling distance 2 miles, 196 # trips/year ' 196 trip $IOO([rip $19,600
Leachate treatment 588,800 gal. $.0024 $1,413
Leachate management and treatment on site N/A Lump Sum N/A $N/A
Leachate sampling I trip $200 $200
Leachate analvsis I event $500 $500
Leachate Collection Subtotal $26,713
Landfill Gas Monitoring
Quarterly methane monitoring at site boundary 4 I event $1,250 $5,000 I
Landfill Gas Monitoring I $5,000
Landfill Gas Extraction System
Reinstallation of methane vents (replacement of system once during post-
closure, 1.450 totallin. ft. of all groundwater wells) 48 Lin. Fr. $65 $3,120
Operation and maintenance of gas extraction system N/A Million CU. Fr. N/A $ N/A
Landfill Gas Extraction System Subtotal $3,120
Groundwater Monitoring
19 # wells in the approved system
Sampling personncllabor (2 events/year min.) 80 hr. $35.00 $2,800
Sample event mobilization (2 events/year min.) 100 mile $0.40 $40
Analytical costs (2 events/year min.) 38 sample $220.00 $8,360
Monitoring well maintenance 19 well $13.00 $247
Monitoring well replacement ( 662 totallin. ft. of all groundwater wells) 22 Lin. FT. $60 $1,320
Groundwater Monitoring Subtotal $12,767
Inspections and Recordkeeping
Inspections and recordkeeping I I Lump Sum I $500 $500
Inspections and Recordkeeping Subtotal $500
Remedial Svstem Operations
Remedial system operations N/A Lump Sum I N/A $ N/A I
Remedial System Operations Subtotal T $ N/A
Estimated Annual Post-Closure Cost (sum of all subtotals above) $109,079
Administration and Contingency
Administration and Contingency (Total Estimated Post-Closure Cost x 10% I $10,908
Administration and Contingency Subtotal $10,908
TOT AL ESTIMATED ANNUAL POST -CLOSURE COST $119,987
ESTIMA TED 30 YEAR POST -CLOSURE COST Annual x 30 $3,599,610
1. No leachate collection system in original landfill; annual leachate collection calculated for Cells 1 through 4, approximately 46 acres.
2. Leachate hauled in quantities of 3,000 gal/trip.
(Instructions and explanations of bid items and sources of unit costs are provided Oil the back of this page.)
Contact Person/Cost Estimate Prepared By:
Phone Number: 312-251-8705
Christopher M. Martel, P.E., Camp Dresser & McKee Inc.
Last edit date: April 19. 2005 cmm
Note: Pages 6A, 6B and 6C must be submitted at the time of renewal.
Page 6B
ESTIMATED LIFE WORKSHEET FOR MSW LANDFILL FORM 3
OWNER: City of Salina, KS PERMIT NO. 144
CURRENT PERMIT RENEWAL YEAR: 2005
CONVERSION FACTOR: 4840.02 SQ. YDS.lACRE
CONVERSION FACTOR: 0.3333 YDS./FT.
Landfill Site Data QUANTITY UNITS
Total Site Area 640 ACRES
Total Area Permitted to Receive Waste 280 ACRES
Total Area Currently Open 29 ACRES
Total Area That Received Final Cover 83 ACRES
Identify Cells That Received Final Cover by Name or Phase AREA UNITS
1. Name or Phase: Original (Non-Subtitle D) Area 66 ACRES
2. Name or Phase: Cell I and a portion of Cell 2 17 ACRES
3. Name or Phase ACRES
4. Name or Phase ACRES
Life of Celli Landfill Data QUANTITY UNITS
Annual A verage Tonnage Received (A) L 90,159 Tons
A verage Compacted Density of Waste (B) 944.5 lbs/CU. YD.
,
SoIl-to-Waste Ratio (C)
1:6 (16.7%)
Calculation for Annual Volume QUANTITY UNITS
Annual Volume (CU. YDS.) = [(A x 2000)/8] x [1 + C] 222,796 CU. YDS.
Total Volume Capacity of Original Site 24,144,000 CU. YDS.
Total Remainim! Volume Capacity of Site 18,151,661 CU. YDS.
Remaining Life of Landfill 81 YEARS
1
Soil used for daily and intermedIate cover occupIes landfill aIrspace. The sOlI-to-waste ratIo accounts for the landfill
space occupied by soil. Most soil-to-waste ratio estimates range from 1:3 (33%) to 1:10 (10%). KDHE recommends 1:6
(16.7%).
2 Based on actual 2004 quantity received
Contact Person/Cost Estimate Prepared By:
Phone Number: 312-251-8705
Christopher M. Martel. P.E., Camp Dresser & McKee Inc.
Last edit date: April 19. 2005 cmm
Page 6C
Note: Pages 6A, 6B and 6C must be submitted at the time of renewal.
~
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-- .. -
--'.-
----
Moody's Investors Service
723 N Wacker Dnve
SUite 1350
Ct1/cago. IL 60606
July 1 L 2005
Mr. Rodney Franz
Finance Director
City of Salina
City Hall
]00 West Ash
Salina, KS 67402
Jonathan North
Vice President/Analyst
Tel. 372-706-9973
Fax. 312-706-9999
E-mail.jonathan.north@moocJvs.com
Dear Mr. Franz:
We wish to infcllln you that on July 7,2005, Moody's Rating Committee reviewed and
assigned a rating of MIG 1 to Salina (City of) KS's General Obligation Temporary Notes,
Series 2005-1 and a Aa3 rating to it's General Obligation internal Improvement Bonds.
In order for us to maintain the currency of our ratings, we request that you provide
ongoing disclosure, including annual financial and statistical infc.1n11ation.
Moody's will monitor this rating and reserves the right at its sole discretion, to revise or
withdraw this rating at any time in the future.
The rating, as well as any revisions or withdrawals thereoC will be publicly disseminated
by Moody's through normal print and electronic media and in response to verbal requests
to Moody's ratings desk.
Should you have any questions regarding the above, please do not hesitate to contact me
or the analyst assigned to this transaction, John Humphrey, at 312-706-9962.
~
t:c:
!'vb. David Arteherry
George K. Ballin & Co.
... -;-;..
ih,jf~
~~,.
Moody'. In__tors s.rvtc.
Global Credit Research
New Issue
7 JUL 2005
New Issue: Salina (City of) KS
MOODY'S UPGRADES TO Aa3 FROM A 1, THE CITY OF SALINA'S (KS) UNDERLYING GENERAL
OBLIGATION RATING, AFFECTING $27.1 MILLION OF DEBT
Aa3 RATING ASSIGNED TO SALINA'S $4.21 MILLION GO INTERNAL IMPROVEMENT BONDS,
SERIES 2005-A, AND A MIG 1 RATING TO ITS $500,000 GO TEMPORARY NOTES, SERIES 2005-1
Municipality
KS
Moody's Rating
ISSUE
General Obligation Internal Improvement Bonds
Sale Amount $4,210,000
Expected Sale Date 07/11/05
Rating Description General Obligation
RATING
Aa3
General Obligation Temporary Notes, Series 2005-1
Sale Amount $500,000
Expected Sale Date 07/11/05
Rating Description Bond Anticipation Notes
MIG 1
Opinion
NEW YORK, Jul 7, 2005 - Moody's Investor's Service has assigned a Aa3 rating to the City of Salina's (KS)
$4.21 million General Obligation Internal Improvement Bonds, Series 2005-A, and a MIG 1 rating to its
$500,000 General Obligation Temporary Notes, Series 2005-1. Concurrently, Moody's has upgraded to Aa3
from A 1, $27.1 million of the city's outstanding general obligation debt, including the current issue. All of the
proceeds of the bonds, and a portion of the notes, will retire several outstanding temporary obligations,
originally issued for street, utility, bridge, storm water, and HVAC improvements. The remaining portion of the
notes will be used for road improvements. Assignment of the Aa3 rating and upgrade reflect the city's
sizeable tax base which acts as a regional economic hub, strong city management, and an average amount
of rapidly retired debt. Assignment of the MIG 1 rating reflect these factors as well as our expectation of
continued market access.
COUNTY SEAT ACTS AS REGIONAL ECONOMIC HUB
Located 95 miles north of Wichita (GO rated Aa2), and 175 miles west of Kansas City (GO rated Aa3), the
city of Salina encompasses 20 square miles, and acts as the county seat for Saline County. Its sizeable $2.4
billion tax base has grown at a 4.4% five year average annual rate, somewhat slower than in previous years.
While the region is largely agricultural, the city serves as a retail, commercial, and medical hub for north-
central Kansas, benefiting from its location at the intersection of 1-70 and 1-135. In addition to its
retail/commercial segment, Salina exhibits a notable manufacturing presence. The Salina Industrial Center,
located adjacent to the city's municipal airport, has successfully attracted 70 businesses, representing
various industries, (aerospace, metal fabrication, high tech equipment etc.), with an employment of 4,600,
and has room for further development. Most CIP related projects are part of a multi-year comprehensive
transportation plan designed to encourage and manage growth (see below). Operations at major employers
and tax payers are reportedly stable. Moody's believes the city's tax base will continue to grow at a
somewhat slow, but steady pace. City wealth levels are slightly below state medians, while Saline County's
May unemployment rate of 4.1 % was below both the state and national averages of 5.0% and 4.9%
respectively.
HISTORICALLY STABLE RESERVE LEVELS; WELL MANAGED OPERATIONS
Historically, the city has maintained stable General Fund reserve levels near 30% of revenues. In fiscal 2003
however, the city posted a $242,000 operating deficit due to a loss of state aid and lower than budgeted
sales tax revenues, which in response, the city enacted a series of hiring freezes, and looked to alternate
revenue sources, (increasing Franchise Fees etc.) as an offset. Un-audited fiscal 2004 results are expected
to show essentially balanced operations. The city maintains a formal General Fund balance policy of
retaining an unreserved General Fund balance of 15-20% of revenues, and as such, the city expects a $1
million drawdown in 2005, and a smaller, $300,000 draw in 2006. Based on fiscal 2003 revenues, this would
yield a 20% total General Fund balance on a cash basis (somewhat higher on a GAAP basis).
Several different sales taxes are collected, and collectively represent a significant source of revenue for the
city. Established in 1982, the city receives a portion of a 1 % county wide sales tax, all of which flows into the
General Fund for general operations. The proportional distribution received is dependant on the city's levy
relative to surrounding municipalities, which currently gives the city 65% of the total- though officials expect
its proportional share to decline slightly. On top of the county tax, voters approved in 1992, a 0.5% Local
Option Sales Tax- also flowing into the General Fund for general operations. Replacing an expiring 0.25%
Local Option Sales Tax originally dedicated to USD 305, voters approved an extension of this tax through
June 2010, to be used for capital projects. Neither the county wide sales tax, nor the 0.5% Local Option
Sales Tax have sunset dates, nor is there a difference between items subject to the 0.25%, 0.5% and 1.0%
sales tax. A significant portion of city revenues are derived from sales tax (52% of fiscal 2003's General Fund
revenues, and 34% of total operating revenues). Such a dependence on sales tax does expose the city to
some volatility as greater economic conditions fluctuate. Historical collection rates however, have been
relatively sound. While collections have generally grown at a slow pace, only twice since 1996 has there
been an actual decline, and in both cases, it did not exceed 3%, and was offset by larger gains the following
year. Moody's believes that, despite expected General Fund draw-downs, given historically sound sales
collections, and the city's draw as a retail/ commercial hub (it enjoys one of the state's highest trade pull
factors- a measure of county sales tax per capita vs. average sales tax per capita statewide), it will retain
sufficient liquidity to respond to unforeseen budgetary events.
STRONG DEBT MANAGEMENT; DEBT PROFILE EXPECT TO REMAIN MANAGEABLE
At 5.0%, the city's debt burden is above average, driven in large part by sizeable issuance of Saline County
USD 305 (GO rated A 1). The city's direct debt level however, is an average, 1.2% and has remained
relatively stable over time, as has its current direct debt per capita of $625. Typically, the city issues twice per
year, a combination of short term and long term debt for CIP related projects, and has established an
informal policy of keeping its debt service levy at 4 mills. To help meet this goal, and to continue funding
future projects, the city expects to use most of its 0.25% Local Option Sales Tax for capital improvements.
Besides $1 million for sewer improvements expected to be issued later this year, the city has several major
upcoming infrastructure projects. Using a combination of notes and bonds over the next three to four years,
the city expects to finance its $6 million share of a $20 million railroad overpass construction ($12 million to
be paid by the state, $2 million by the railroad) project, expected to be finalized in 2007. To remain below
their 4 mill rate target, the city has established a Special Sales Tax Stabilization Fund, funded from the
0.25% sales tax. City officials expect to be able to maintain this fund until 2011, when its debt service
obligations begin to fall off. The city has also identified major arterial street upgrades to continue through
2009. Given the city's strong debt management practices, average existing direct debt burden, and rapid
principal amortization (89.2% retired in ten years), Moody's believes the city debt profile will remain
manageable.
KEY STATISTICS
2005 Population (Estimate): 47,533
2004 Full Valuation: $2.42 Billion
2004 Full Value Per Capita (Estimate): $52,745
Direct Debt: 1.2%
Overlapping Debt: 5.0%
Payout (10 Years): 89.2%
Fiscal 2003 General Fund Balance: $6.8 million (29.7% of revenues)
Saline County's Unemployment Rate (5-2005): 4.1 %
2000 Per Capita Income as a % of State: 90.7%
2000 Median Family Income as a % of State: 91.6%
Analysts
John Humphrey
. '
Analyst
Public Finance Group
Moody's Investors Service
Paul Nolan
Backup Analyst
Public Finance Group
Moody's Investors Service
Edward Damutz
Senior Credit Officer
Public Finance Group
Moody's Investors Service
Contacts
Journalists: (212) 553-0376
Research Clients: (212) 553-1653
@ Copyright 2005, Moody's Investors Service, Inc. and/or its licensors including Moody's Assurance Company, Inc.
(together, "MOODY'S"). All rights reserved.