Harford County, MD Proposed operating budget for fiscal 24 (2023)

Proposed annual operating budget for the 2023-2024 fiscal year for Harford County, Maryland

ROBERT G. CASSILLY, Bezirksleiter Robert McCord Office of Budget and Management Kimberly Spence, Director Benjamin Lloyd, Senior Budget Analyst Christen Sullivan, Senior Budget Analyst William T. Watson, Senior Budget Analyst Susan McCracken, Budget Analyst Schatzmeister Robert Sandlass Board of HARFORD County

Governor Rato Patrick S. Vincenti

Dion F. Guthrie - A District Aaron D. Penman - B District Tony “G” Giangiordano - C District James Reilly - D District Jessica Boyle-Tsottles - E District Jacob Bennett - F District

Harford County Department of Administration, Budget and Management 220 South Main Street, Bel Air, MD 21014 April 2023

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bush resolution

On March 22, 1775, 34 residents of Harford County gathered on the Bush, the main road between Annapolis and Philadelphia, near present-day Maryland Routes 7 and 136.

They signed a pledge to oppose the British encroachment on American rights 16 months before Philadelphia signed the Declaration of Independence.

The Bush resolution is registered with the Harford County Board of Records from 1774 to 1777 and is considered the first resolution of its kind passed by duly elected officials.

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Statement of compliance with Government Financial Officials Association program standards

The Association of Government Finance Officials of the United States and Canada (GFOA) has awarded Harford County, Maryland, the Extraordinary Budget Award for its annual budget for the fiscal year beginning July 1, 2022.

To qualify for the award, government entities must issue budget documents that meet program criteria, such as policy documents, operational guidelines, financial plans, and communications equipment.

The award is only valid for one year. We believe that our current budget continues to meet program requirements and will submit it to the GFOA to determine if you qualify for another award.

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Harford–Siegel County

The shield is golden and symbolizes the county's wealth and the fertility of the fields. The wavy blue stripes on the shield represent the county's three major rivers - Deer Creek, Bynum Run and Winters Run. The emblem consists of two forearms holding a white quill in their right hand, symbolizing the pen used by those who wrote and signed the resolutions of Bush. In his left hand he holds a sword that appears to offer material from the Aberdeen Proving Grounds. The motto “At risk of our lives and fortunes” is the last eight words of the Bush resolution and maintains the same spelling for “risk” as in the document.

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(This page was internationally left in blank)

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Harford County, Maryland Annual Operating Budget Index

Documentation guidelines ..................................................................... .... ............................................... ... . .... 16 Budget overview for the fiscal year. .................................................................. . ..................................... 20 Expense Report Accessibility ..................... .................................................................................. .. .............. .................................. .. ............. . .... ........... 40 SUMMARY - ALL FUNDS .............. ............... ... .. .................................. ............... ..... .. .. .......................... ...... 52 Summary – General Fund .... ..... .................................. ............... ...... ...... .......................... ............... ...... ..... ............... ......... ....... 60 Summary – Road Fund ... ...... ........................................... ................ ...... ...... ................................ ................ ...... ..... .. .......... 68 Summary – Water Supply and Sanitation Fund ... .............. ...... 68 74 Summary – Water and Sewage Debt Service Fund ......................................... 82 Special Revenue Fund/Parks and Recreation Summary .. ............... 90 Special Revenue Fund/AG Conservation Municipalities ......................... . ............ .......................... ........... ............................................................... ............. ........................ ... ....... 98 Summary of Special Income Fund/AG Reserves - Country... 106 Watershed Management Summary . ....................... .. .................... ..... ....................... 1 14 Summary of the tax increase financing fund ......... ...... .... ................. ................... .... ........ .................. 1 20 District Judges .................. ... ......... .................... ... .................. . ........ .................... ..................... .. ....... .. .................... ................... .. ....... ................ 1 26 Management .... ....... .......... ... ........ ...................... ................ .................. ........ ........ ............... ........... ......... .... ........... ............... ......... ........... 1 36 Shopping. ....................... ... . ............... .................................. . ............... ........ ........................ .. . .............. ....................... ......... ... . ...... 1 60 Office of the Treasury ............................ ............. .. .... ... .......................... ............... .. .... ... . ........................ ......................... 1 7 6 Law .......... ........................................... ....................... ...................... ..... .................... ................... ..... ................... .................... .......... . .................. ... ... 1 96 Planning and zoning......... ......... . .............. ............ ........... ............ . ............................................ ................. ....... ..... ..... 208 Human Resources ............ .................. ..... ................... ................................... ....... ................ ........... ................ ...... ............. 2 30 community service . ......... ................. ...... .................. ....................... ... ....... ......... ........ ............... ... ...... 2 42 Assistance Center for People with Disabilities........ ............ ................ . .................................................................. .. .. .......... 2 64 Government-community relations ................................... .... ... ................ .................................... .... .. ................. 2 68 Health ........................... .... ............. ................................. .................................................................. ... .. . ..................................... ..... .. . ........................ ................... 2 78 housing and community development . .................................................. . .................................................................. . ................................ 2 82 Information and communication technology ................ . .................................................. 2 88 Sheriff's Office ..................... .................................................................... . ........................... ................................. . ........................... .. .... 2 98 Department of Emergency Services ......... . .. .................................. .................. ... .......................... ................... 3 38 Inspections, Licenses and Licenses ..................................................... ... ............................ .................... .... ......................... ... ........... 370

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Public works ..................................................................... ................ .................................. ............... . .. .......... 3 88 district council ..................................... .. ....... ... ................................ .. .... .......... ...........Chapter 478 Justice ................... .. ..... ............................................ . .. ... .............Chapter 500 ..................... ..... ..... ...... ................................... ...Chapter 526… …………… ……………………………………………………………………………………………. ...................................Chapter 534……………………………… … …………………………………………………………………………………………………… ............. . .......Chapter 544 Harford Community College............ ......................... ... ..................... .. ................ 5 48 Libraries ... .. ... ............................. ................................ ... ............................................... . ....... ...................................................... . ... ..................................... ... ..... 5 52 Parks and Recreation. ................................. .... .................................................... ...... .. .. .................................. 5 56 Conservation of Natural Resources . ........................ ................................... . . ..................................................... .. .. ... 5 84 Economic development ..................................................... .. .. .. .................................................. ...... ... .. ....................................... . ... ... .................................. ............... .. .... .............5 94 Settlement of debts........................... .. ... ............................................................. ... . ... ............... ..........Chapter 606 Insurance.................. . ... ........................................... ................. ... ................................................................ .. ... ........... ................................................ ... ... ........... Chapter 624 Benefits.................................. .... ..... ... ........................................................... .... .. ... .......................... ................... ... . .... ..................................... ..... ..... ..... ................................... 6 26 Paid/non-sector.... ... ............................................................ .. .. ..... .................................. ..... ... ..... .............. ........... 6 30 capital budget .. ........... .. ...... ......................... ...... ....... ...... ...... .......................................... ............ ... .. ...... ............................ ..... ..... 6 44 Grant Summary. ........................................... .......... ... ..................................................................... . .. .. .................................. 6 62 Other funds ..................... . ........................................... .......... . ..................................... ....... .... . ..................................... . 6 72 Glossary...................................................... .. . .................................................. .................................................................. ................................... 6 76

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April 14, 2023

My first budget as county administrator puts Harford County back in fiscal responsibility and continues to provide essential services to our citizens. In times of economic uncertainty, we need to focus on needs, not wants. This budget reduces our structural deficit, makes big investments in public safety and fully finances public schools, all without raising taxes. Our capital budget is particularly affected by high inflation and warning signs of a national recession. In response, we slowed the pace of our capital projects, while maintaining our long-term plan to build key structures.

Structural deficits are an intolerable burden

District government expenditures in recent budget years have led to a structural deficit. This fiscal year, the county used nearly $90 million in savings to balance the budget. Of that total, $30 million was one-time expenses, but nearly $60 million was ongoing expenses. This is practically and morally unsustainable. While the current policy trend is to hand over financial accounting to the next person in charge, we must start addressing the deficit now to avoid placing an unsustainable burden on our children. In my FY24 budget proposal, the structural deficit was halved. With the enormous uncertainty in our national and global economy, a reduction in spending is imperative. This uncertainty is reflected in rising interest rates, inflationary pressures and labor strikes. In addition, at the local level, we face more unfunded government education contracts, largely due to the $32 billion Maryland Plan for the Future (also known as "Kirwan"). The state's mandate to increase police spending is also important, but indirectly in the form of additional personnel, equipment and space to support body camera image processing, additional training, etc. State laws have made policing more expensive in recent years. In order to reduce deficit spending, most operating budget items were carried over from the current fiscal year without increases. We are using a small portion of the remaining balance to provide a phased, conditional 3% Coke to all counties, sheriff's offices, prosecutors and justice system officials. Half of this amount will be realized in July, the other half could be realized in January, depending on the economic situation. This should help keep our people engaged even in difficult times. The overall reduction in the structural deficit was achieved through the recovery of US$12 million in user fees that would otherwise have been paid in taxes.

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Public safety is the top priority

Emergency Services - The budget to support firefighting and emergency services has increased significantly by over 20%. This includes nearly $8 million for 111 new EMS positions (41 EMTs, 60 First Responders, 8 Shift Supervisors, 1 Shift Supervisor and 1 Trainer). Historically, services for these additional positions have been provided by paid Volunteer Fire Company personnel through the Harford County Volunteer Fire and First Response Foundation. The Foundation funds these services by charging healthcare providers for the costs of the patients they serve. At the Foundation's request, Harford County has assumed this responsibility and will bill the beneficiary's health insurance company directly. Due to the nationwide shortage of EMS workers, the county must pay very competitive wages and sign bonuses to rapidly replenish staff to meet current EMS needs. The county is also in the process of purchasing and upgrading volunteer company ambulances and adding dormitories to existing volunteer companies to accommodate new county first responders. The Department of Emergency Services budget increase also includes $1,258,325 for 17 new dispatchers to reduce the unacceptable workload of 9-1-1 personnel. This workload threatens our ability to adequately respond to the thousands of emergencies residents face each year. The additional staff will also have to adapt to changes in state law prohibiting the routing of 9-1-1 calls to in-town dispatchers. This was in addition to nearly $1 million in contracted services for additional EMS device maintenance, EMS billing, and related support services. Sheriff's Office - To continue attracting and retaining the best officers, we must offer competitive salaries. The current budget for FY23 includes refills and a 7% COLA. For FY24, in addition to the conditional 3% COLA, the budget includes an additional $4,706,115 for salary increases, $1,048,762 to fund 10 new associate positions, $538,514 for additional overtime, $457,440 -$ for the purchase of 30 additional police vehicles and $697,951 for additional food and beverage services at the detention center and $953,261 for additional medication and prescription drugs for prisoners who meet new government requirements. Harford County Public Schools – We continue to fulfill the county's commitment to providing a quality education for our children. For the past three years, the county has fully funded the Board of Education's budget request. This funding, combined with the massive infusion of COVID-19 relief funds, has allowed HCPS to amass an unprecedented $92 million in unspent taxpayer dollars. State governments, which were underfunded for HCPS in the next fiscal year, are finally starting to do their part. When state funds are combined with $304,852,402 in municipal funds and a portion of the school system's budget balance, HCPS will be able to fully fund its budget for fiscal year 2024. County funding continues to cover state requirements for maintenance work. An additional $15 million has been allocated in the operating budget for site acquisitions to accommodate future enrollment growth. This includes funding a new primary school/Harford Academy (for students with special needs) in the Bel Air area, making it eligible for state funding. Without state involvement, the county would be the sole funder of the project, which is expected to cost a total of $125 million. Other major school projects include a $20 million upgrade to Harford Technical High School, a $17 million upgrade to Aberdeen High School and a $16 million project to a combined Elementary/Harford Academy project. As the county strives to meet the school system's growing need for more funding, I encourage school boards to look for efficiency gains. Out-of-class salaries have skyrocketed, with 24 headquarters administrators earning more than $170,000 a year. Overall, six-figure salaries at headquarters total nearly $20 million. Funding should be prioritized for those working on campus over those working off-campus or remotely.

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Harford Community College – HCC has accumulated a funding balance of $44 million from prior funding. The budget does not include a change in operating resources for the year, but does include an additional $16.7 million for the new Chesapeake Welcome Center. Municipal Councils – Council budget reflects the addition of new legislative positions. This also includes an increase of approximately $100,000 for "Contract Services", bringing the total budget for unspecified services to the Board to $289,800. Attorneys – A net increase of 1.4 percent for attorneys includes 13 new positions, one managing director, one administrative assistant, two paralegals and four body chamber technicians, with three more to be hired in January. In addition, two temporary positions for paralegals were made permanent. Public Works – DPW's budget was essentially the same as last year, except for an increase of $6,100,000 in payments from Harford County to Baltimore County for waste transported by privately owned garbage trucks to the Baltimore county. The approximately $8.5 million increase reflects the transfer of facilities and operations staff formerly reporting to the Managing Director to DPW and the transfer of Capital Projects positions formerly under Parks and Recreation to DPW's Capital projects. These transfers are budget neutral. County Government - The budget shows a significant increase solely due to the abolition of the Government and Community Relations department and the transfer of the remaining positions in that department to administrative staff. With the exception of these transfers, the district government budget remains the same as last year. Administration - The administration budget has been significantly reduced due to the transfer of facilities and operating personnel previously under the responsibility of the Administrator to the Department of Public Works. Funds will be added to the Managing Director's resource management to equip and support the Southern County Task Force. Department of Procurement – ​​The budget is increased primarily due to the anticipated increase in the cost of vehicle fuel in the county. This budget has also been increased to accommodate the handover of purchases to Real Estate Acquisitions personnel previously allocated to the Facilities and Operations department; this change was made to improve transparency, accountability and efficiency. Legal – The budget allows for modest increases in professional salaries to maintain the competitive salary levels needed to attract and retain highly qualified legal talent. The increase in professional salaries was offset by savings of more than $1 million over previous years, which the county achieved by hiring outside attorneys, while the legal department now provides legal services in-house. Human Resources – The budget was increased by 10 percent to cover increases in market rates for district medical services and related contracted professional services to support the hiring and compensation process. This also includes an additional $10,000 to help fund the county's new internship program for high school and college students. The internship program aims to recruit a diverse range of local graduates for long-term employment in order to take advantage of the many excellent employment opportunities within county government. Economic Development – ​​The Economic Development budget was significantly reduced as housing-related functions, staffing and all costs were transferred to the separate Department of Housing and Community Development.

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Housing and Community Development – ​​The budget for this requalification department consists mainly of staff transferred from the economic development department. The budget includes resources for the new Director and Deputy Director positions. The Director was removed from her previous position as Deputy Secretary of the Department of Community and Economic Development.

Information Technology – Budget increased due to the creation of a new Deputy Director position and increased software maintenance and licensing costs.

Treasury - This budget reflects specific itemized cost reductions.

The Harford County Public Library - HCPL has accumulated a funding balance of $12 million from past donations. This budget remains unchanged from the previous year.

Parks and Recreation – There were no significant budget changes from last year.

Capital budget

The county's infrastructure projects include $23 million for road and bridge maintenance and repairs, $2 million for countywide walking trails and linear parks, and $730,000 for the development of the new Perryman Park. Federal and state subsidies continue to help bring high-speed Internet to more than 2,500 rural homes in Harford County. Finally, I would like to thank my domestic staff and district staff for their efforts. I also want to thank the taxpayers who fund the county budget. I take my obligation to be a good steward of your funds very seriously. In an environment where county governors across the state are raising taxes, I am determined to live within my means. Thanks for trusting me. It is a pleasure to serve you.

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Understanding the Budget Document Harford County's annual operating and capital budget represents our comprehensive financial and operating plan for the current fiscal year. The main components of the annual operating budget are described here. The annual capital budget and the Capital Improvement Plan (CIP) are described in separate documents. Budget Information This information is prepared by the District Executive and provides an overview of government priorities and key budget priorities. Budget information includes an explanation of the operating and capital budgets and the capital plan, as required by the Harford County Charter. Includes any significant changes in fiscal policy, program development, expenditures, resource allocations, or revenues compared to the prior year. Documentation Guide This guide is intended to familiarize the reader with the general format, organization, and content of the county's operating budget. County Overview This section provides historical and demographic information about Harford County, as well as the county's organizational structure and statistics. County Budget Policies/Processes This section explains county policies and planning processes that affect the development of the annual budget. It includes the process of preparing, reviewing, accepting, and revising the annual budget and a description of each major fund. Fiscal Year 2024 Budget Summary This section contains data that summarizes the Fiscal Year 2024 Budget. Describes topics used to develop the Fiscal Year 2024 Budget, including analysis of trends and assumptions, economic outlook, organizational changes, mandates state and federal, and much more. Spending Capacity Report This section contains a copy of the Spending Capacity Advisory Committee Report to the County Government (established by Executive Order 92-2). The report includes the commission's recommendations for budgetary targets for the county's budget for fiscal year 2024. All Funds Summary This section provides financial data that summarizes total receipts and disbursements for all funds. Data is presented in different ways depending on type (eg personal services, contracted services, etc.), funding, source of income and industry.

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The summary summarizes grant and income information by fund for each fund in the county. Data is presented in different ways by characteristics (eg personal services, contract services, etc.), income sources and industries. A financial statement detailing significant changes to the Fund is also provided. Department Information The following information is available on the tabs for each department: The department org chart shows which departments are involved in the functions of each department. The department narrative includes the department's founding purpose and authority, a mission statement that supports the county's overall strategy, and selected key objectives in support of its mission. The Sector Financing Overview provides funding information for each sector by type, funding source and sector. The Grant Summary provides information on department-administered grants or matching funds allocated in the department's budget. Also, include a brief description of the county's responsibilities or any impact the grant will have on the department's day-to-day operations after the grant expires. Sector Information The following information is provided under each sector tab for sectors related to sector functions: the sector narrative describes the origin of each sector and specific functions and activities within the sector; outlines current fiscal year targets for achieving industry goals. The Summary of Sector Characteristics provides financing information for each sector by characteristic and source of financing. Financial notes explain significant changes in departmental funding levels. The personnel overview contains a list of the personnel required to perform the department's functions.

The financial notes explain significant changes in sector funding levels.

The personnel overview represents a list of the personnel required to perform the department's tasks.

Performance measurements measure the department's success in achieving and achieving its objectives. The agency's specific situation was analyzed and an action plan developed

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maintain or improve conditions. Each measure defines the sector's success in implementing the action plan. Debt Repayment Harford County is required to prepare an annual budget for the amount of debt incurred, as well as principal and interest payments due on lease payments. This section details the county's principal and interest payments for each fund during the fiscal year, as well as the service costs incurred in issuing or servicing the debt. Insurance The county maintains a self-insurance fund that covers motor vehicle and general liability claims, as well as damage to county property. The funding requirement allocated to each primary fund is determined based on an annual actuarial review of contracts and an internal assessment of loss experience and risk. This section details the appropriation amounts required for each Fund for the 2024 fiscal year. Benefits This section provides a list of appropriations for the 2024 fiscal year and represents the expenditure portion of the primary fund that provides the following benefits to district employees : pensions, unemployment insurance, death benefits, life insurance, employee tuition reimbursement and health care benefits for retired employees. The Paygo/non-departmental debt management policy in the Harford County Five-Year Business Plan recognizes that PAYG (Paygo) funds will continue to be used for small renovation and repair projects with useful lives of less than ten years. This section provides a list of planned projects and funding allocations for the 2024 fiscal year. Non-departmental expenses include expenses that are essential to the functioning of county government and are not the responsibility of any specific department or agency. This section defines these costs and describes them in detail. This includes closing reserve accounts, rural property plans, municipal grants and state grants. Contingency Reserves This section describes the contingency reserves of the General Fund and the Road Fund. Pursuant to Section 506 of the Harford County Charter, reserves cannot exceed 3% of any fund. Capital Budget This section contains a summary highlighting the capital budget for fiscal 2024 and the six-year capital improvement plan (CIP). A more detailed description of both is included in a separate document: Capital Budget and Capital Improvement Plan for Fiscal Year 2023-24.

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Grant Summary This section summarizes receipts, grants, and disbursements of specific federal, state, and private funds received in the form of grants. Provides a chart with a brief description of the grants the county is expected to receive in fiscal year 2024, along with grant amounts and any necessary grant matches. Other Funds This section provides estimated retained earnings and the estimated balance of retained funds, as well as Fleet to Auto Insurance Trust Funds, Volunteer Firefighters Pension Funds (LOSAP), Sheriff's Office Retirement Plan, and Program Administration for Other Programs post-employment benefits (OPEB) described – internal services. Glossary In this tab you will find a glossary that defines specific terms for understanding budgets. Index An alphabetical list of items contained in the document.

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Proposed budget for Harford County for fiscal 24. All funds total $1,184,307,000.

operating budget

Capital budget

955.002.000$

229.305.000 USD

general background

general capital

757.936.000$

64.017.000$

road background

Watershed: $11,850,000

68.370.000$

Water Supply and Sanitation Fund

public security

79.815.000$

14.510.000$

harford community college

Debt services for water and sewer

12.585.000$

16.715.000$

Harford County Public Library

Special events for parks and recreation

lace background

775,000 US dollars

855.000$

Board of Education

nature conservation AG - district

66.077.000$

26.500.000$

solid waste services

Salvar GT - Status

175,000 US dollars

270,000 US dollars

parks and recreation

Financing for tax increases

11.790.000$

2.665.000$

road background

Watershed Management Fund

23.210.000$

6.006.000$

Fund for Water and Wastewater US$ 20,186,000

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Harford County, MD, Fiscal Year 2024 Tax Base, General Fund

Fiscal Year 2021-2022

Fiscal Year 2022-2023

Fiscal Year 2023-2024

tax base

tax base

tax base

estimated income

estimated income

real income

property

@0,8913$

@0,8413$

@0,8413$

Annual fee 29,428,924,044

262.300.000 30.322.120.528

255.100.000 31.617.734.459

266.000.000

half year fee

78.536.968

700.000

89.742.066

755.000

47.545.465

400.000

real estate subtotal

29.507.461.012

263.000.000 30.411.862.594

255.855.000 31.665.279.924

266.400.000

Private propriety

@ 2.2283$

@ 2.1033 $

@ 2.1033 $

Companies not incorporated

190.050.825

424.500

17.829.550

375.000

16.640.517

350.000

railroads and utilities

691.125.323

15.400.000

746.463.806

15.700.000

855.798.032

18.000.000

company property

691.125.323

15.400.000

760.727.446

16.000.000

713.165.026

15.000.000

Personal property subtotal

1.572.301.471

31.224.500

1.525.020.802

32.075.000

1.585.603.575

33.350.000

Total

31.079.762.483

294.224.500 31.936.883.396

287.930.000 33.250.883.499

299.750.000

Add and subtract interest, discounts, and other credits

(2.760.500)

(2.751.500)

(6.989.500)

net tax

291.464.000

285.178.500

292.760.500

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Harford County, MD GJ 2024 Road Fund Taxable Base

Fiscal Year 2021-2022

Fiscal Year 2022-2023

Fiscal Year 2023-2024

taxable basic income

tax base

estimated income

tax base

estimated income

property

@0,1366$

@0,1366$

@0,1366$

annual fee

24.963.396.779

34.100.000

25.622.254.758

35.000.000

26.720.351.391

36.500.000

half year fee

67.349.927

92.000

73.206.442

100.000

36.603.221

50.000

real estate subtotal

25.030.746.706

34.192.000

25.695.461.200

35.100.000

26.756.954.612

36.550.000

Private propriety

@0,3415$

@0,3415$

@0,3415$

Companies not incorporated

15.695.461

53.600

14.348.463

49.000

14.641.288

50.000

railroads and utilities

607.027.818

2.073.000

732.064.422

2.500.000

732.064.422

2.500.000

company property

553.147.877

1.889.000

699.853.587

2.390.000

585.651.537

2.000.000

Personal property subtotal

1.175.871.156

4.015.600

1.446.266.472

4.939.000

1.332.357.247

4.550.000

Total

26.206.617.862

38.207.600

27.141.727.672

40.039.000

28.089.311.859

41.100.000

increase or decrease

Interest, discounts and other credits

(199.600)

(239.200)

(951.800)

net tax

38.008.000

39.799.800

40.148.200

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Fiscal Year 2023-2024 Harford County, MD

Long-term debt requirements:

main interests

no

general link

13.156.328 25.237.051 1.980.391 1.790.874 8.431.766 3.500.000 2.750.000

6.260.281 10.482.888

19.416.609 35.719.939 2.662.242 2.846.439 2.900.000 11.588.638 3.750.000

public school link

Community college title

681.851

road link

1.055.565 1.050.000 3.156.872

Loans for agricultural protection 1,850,000

Water and Sewage Titles

Leasing-SBITA

250.000 270.000 420.000 783.159

TIF

415.000

835.000

watershed management

1.138.590 60.250.000

1.921.749 81.640.616

no total

24.410.616

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Harford County, MD Estimated Statutory Debt Statement

Maryland Laws for Fiscal Year 2001 and Prior Fiscal Years

Under Section 25A, Section 5(P) of the Maryland Annotated Code (superseded 1990, amended 1993), the county, as a charter district, is limited in the amount of debt secured by common bonds it can issue at an amount equal to up to 15% of the appraised value of the property in the municipality.

Maryland Revised Law for Fiscal Year 2002 and Beyond

Under Section 25A, Section 5(P) of the Maryland Annotated Code (superseded 1998, amended 2000), the county as a charter district is limited in the amount of debt secured by common bonds that can be issued to 6% of real estate tax base and 15% for movable property.

Real estate, personal property, total

Net appraisal value of the property

31.665.279.924

1.585.641.269

legal

Applicable general debt percentages

6%

15%

exposure limit

Estimated legal debt limit

1.899.916.795

237.846.190

2.137.762.985

Estimated long-term debt outstanding as of June 30, 2023

Projected long-term debt: general debt

154.961.174 6.099.955 18.009.516 269.729.309 28.149.571 19.709.787 496.659.312 82.175.687 10.650.000 34.448.962 6.000.000 133.274.649

solid garbage

community college

Public school

highway watershed

Total estimated long-term debt

Estimated self-sufficiency debt:

Water and sewage bonds and loans, in addition to premiums

Financing for tax increases

farm maintenance debt

SBITA is leasing

Estimated total self-sufficiency debt

Estimated Total Debt

629.933.961

Less: Estimated self-sufficiency debt

133.274.649

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Estimated total debt subject to legal debt limit

496.659.312

Estimated total legal debt limit

2.137.762.986

Less: Estimated total debt subject to legal debt limit

496.659.312

Estimated legal debt margin

1.641.103.674

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Business plan debt load analysis for fiscal year 2022-2029

original budget

proposed budget

in truth

Projection, projection, projection, projection

2022

2023

2024

2025

2026

2027

2028

2029

Expenses (1)(2)

District Council 3,279,679

4.377.176

4.378.696

4.510.057

4.645.359

4.784.719

4.928.261

5.076.109

stands

56.870.876

64.149.194

53.177.556

54.772.883

56.416.069

58.108.551

59.851.808

61.647.362

educate

311.887.353 344.119.463 344.119.463 354.443.047 365.076.338 376.028.628 387.309.487 398.928.772

harford center

620.193

682.212

694.745

715.587

737.055

759.167

781.942

805.400

court library

11.159.781 18.890.693

14.010.613 20.886.654

14.105.355 20.885.407

14.528.516 21.511.969

14.964.371 22.157.328

15.413.302 22.822.048

15.875.701 23.506.710

16.351.972 24.211.911

parks and recreation

10,453,546 15,086,764 Public Safety 125,309,206 154,640,874 166,075,297 171,057,556 176,189,283 181,474,961 186,919,210 192,526,786 Public engineering 60,907,627 77,502,726 95,178,425 98,033,778 100,974,791 104,004 0.035 107,124,156 110,337,881 Social Services 11,781,397 14,842,617 14.4 2 9,499 14,862,384 15,308,255 15,767,503 16,240,528 16 .727,744 Other financing purposes 41,466,345 45,911,000 36,216,604 37,303 .102 38,422 0.195 39,574,861 40,762,107 41,984,970 Debt amortization (3) General debt liabilities 57,406,263 61,118,379 69,336,978 69,761,841 72,464,311 7 4,686,430 77.60 8,543 80,221,173 Other obligations 356 ,128 700,000 700,000 7 00,000 700,000 700,000 700,000 700,000 Total expenses $ 710,389,087 816,700,825 $ 832,312,000 $ 855,605,114 $881,861,882 $908,344,928 $936,255 , 796 964,606.84 3 $13,759,917 13,013. 975 13,404,394 13,806,526 14,220,722 14,647 0.344

capital plane

General fund bonds Stormwater bonds

43.590.000

91.045.000

83.255.000

59.052.475

6.600.000

33.690.000

34.040.000

18.300.000

6.750.000 8.450.000

8.600.000

8.700.000

8.800.000

8.900.000

9.000.000

9.100.000

Road Fund Bonds 4,270,000, Water and Sewage Bonds 11,555,000

11.615.000

2.235.000

5.085.000

5.805.000

5.165.000

5.785.000

5.100.000

10.965.000

8.500.000

12.600.000

17.050.000

14.550.000

16.100.000

15.000.000

Prepaid General Fund

8.172.000

28.260.000

14.142.000

5.527.500

5.727.500

5.087.500

5.937.500

5.552.500

rainwater background

850.000

850.000

1.250.000

1.300.000

1.400.000

1.500.000

1.600.000

1.700.000

road background

10.021.179

10.601.000

13.935.000

15.110.000

15.385.000

16.420.000

17.485.000

18.930.000

Water Supply and Wastewater Treatment Fund 5,650,000

4.280.000

9.686.000

8.950.000

6.650.000

6.300.000

6.800.000

6.350.000

Other sources (all funds) Total capital plan

127.950.821 111.357.315

87.702.000

73.327.125

18.675.000

47.485.000

47.815.000

19.225.000

218.809.000 $ 277.423.315 $ 229.305.000 $ 189.652.100 $ 86.092.500 $ 139.097.500 $ 144.562.500 $ 99.257.500 $

26

Business plan debt load analysis for fiscal year 2022-2029

original budget

proposed budget

in truth

Projection, projection, projection, projection

2022

2023

2024

2025

2026

2027

2028

2029

General debt outstanding on July 1

460.567.556 493.091.391 499.956.119 516.652.885 531.153.517 543.617.039 554.580.060 563.226.680

to add

72.500.000

48.500.000

60.000.000

60.000.000

60.000.000

60.000.000

60.000.000

60.000.000

Fewer redemptions and cuts 39,976,165

41.635.272

43.303.234

45.499.368

47.536.478

49.036.979

51.353.380

54.353.380

General debt outstanding as of June 30

493.091.391 $ 499.956.119 $ 516.652.885 $ 531.153.517 $ 543.617.039 $ 554.580.060 $ 563.226.680 $ 568.873.300

Population (4) 262,977

265.607

268.263

270.945

273.655

276.391

279.155

281.947

Make it happen

71.717

72.434

73.159

73.890

74.629

75.375

76.129

76.890

Taxable Real Estate Value (5) Taxable

Estimate (000 omitted) $31,388,655 $32,958,088 $34,605,992 $36,336,292 $38,153,106 $40,060,762 $42,063,800 $44,166,990

General debt ratio commitments

Debt service as a percentage of expenses

8,1% 7,5% 8,3% 8,2% 8,2% 8,2% 8,3% 8,3%

total debt per capita

1.875$

1.882$

1.926$

1.960$

1.987$

2.007$

2.018$

2.018$

General Debt as % of Estimated Valuation

1,6% 1,5% 1,5% 1,5% 1,4% 1,4% 1,3% 1,3%

political relationship

despise

10,0% 10,0% 10,0% 10,0% 10,0% 10,0% 10,0% 10,0%

total debt per capita

2.500$

2.500$

2.500$

2.500$

2.500$

2.500$

2.500$

2.500$

General Debt as % of Estimated Valuation

2,3% 2,3% 2,3% 2,3% 2,3% 2,3% 2,3% 2,3%

(1) For all subsequent years, the industry growth rate is 3%. (2) Expenditure includes general funds and road funds only. (3) Includes principal and interest. (4) Expected to grow at a CAGR of 1% in future periods. (5) In all subsequent years, it is expected to grow at a compound annual growth rate of 2%.

27

Harford County, MD General Fund Statement of Projected Unallocated Fund Balance

684,882,300 (726,907,363) 169,255,011 General Fund 211,280,074

Total financing balance on June 30, 2022

Revenue 2023 - Estimated Expenses 2023 - Estimated

Estimated total funding balance as of June 30, 2023

Available fund balance as of June 30, 2023 Projected total fund balance as of June 30, 2023

169.255.011

Minus: non-spendable fund balance, long-term income, Minus: restricted fund balance, bond income, earmarked income - public safety, minus: fiscal stabilization fund, reported fund balance reserve (1)

(833.412)

(12.667.902)

(25.000)

(37.896.800) (2.250.000) (10.000.000) (1.600.000) (30.000.000)

Span

Determine landfill closure

income tax

watershed management

Estimated balance of unallocated funds as of June 30, 2023

73.981.897

Estimated sales for fiscal year 2024

694.423.911 (757.936.000)

Subtract projected expenses for the 2024 fiscal year

Estimated unallocated funding balance for fiscal year 2025 and future years

10.469.808

Financial Stabilization Fund Reserve (1)

37.896.800

Financial Stability Fund projected reserves as a percentage of total projected expenditures

5%

(1) To maintain a high credit rating from credit rating agencies, a financial stabilization fund reserve of 5% of the total fund is required. A high bond rating allows the county to sell long-term debt at a lower interest cost, saving on interest expense each year. The policy is set out in the county's five-year business plan.

28

Harford County, MD, Projected Unallocated Fund Balance, Road Fund Statement

road background

Total financing balance on June 30, 2022

25.221.882

52.029.325 (56.151.207)

Estimated sales for the 2023 financial year

Subtract projected expenses for the 2023 fiscal year

Estimated total funding balance as of June 30, 2023

21.100.000

As of June 30, 2023, the funding balance will be available for scholarships

Estimated total funding balance as of June 30, 2023

21.100.000

Less: Stock of funds not related to expenses

(1.800.000)

Minus: Limit fund balance bond yield

(1.400.000) (400.000)

PILOT highway

Estimated balance of unallocated funds as of June 30, 2023

17.500.000

Estimated sales for fiscal year 2024

56.413.655 (68.370.000)

Subtract projected expenses for the 2024 fiscal year

Estimated unallocated funding balance for fiscal year 2025 and future years

5.543.655

29

Harford County, MD, Projected Balance of Unallocated Funds, Declaration of Parks and Recreation Fund

Park and Recreation Fund

Total financing balance on June 30, 2022

123.182

Projected income for fiscal 2023 minus projected expenses for fiscal 2023

760.000 (687.000)

Estimated total funding balance as of June 30, 2023

196.182

As of June 30, 2023, the funding balance will be available for scholarships

Estimated total funding balance as of June 30, 2023

196.182

Estimated balance of unallocated funds as of June 30, 2023

196.182

Projected income for fiscal 2024 minus projected expenses for fiscal 2024

818.000 (855.000)

Estimated unallocated funding balance for fiscal year 2025 and future years

159.182

30

Harford County, MD, Estimating Table of Unallocated Farmland Conservation Funding Balance – County

District for the preservation of agricultural lands

Total financing balance on June 30, 2022

47.102.288

Estimated sales for the 2023 financial year

10.000.000 (14.402.288)

Subtract projected expenses for the 2023 fiscal year

Estimated total funding balance as of June 30, 2023

42.700.000

As of June 30, 2023, the funding balance will be available for scholarships

Estimated total funding balance as of June 30, 2023

42.700.000

Estimated balance of unallocated funds as of June 30, 2023

42.700.000

Estimated sales for fiscal year 2024

10.500.000 (26.500.000)

Subtract projected expenses for the 2024 fiscal year

Estimated unallocated funding balance for fiscal year 2025 and future years

26.700.000

31

Estimated Balance of Unallocated Funds for Farmland Conservation in Harford County, MD - State

Earth to protect farmland

Total financing balance on June 30, 2022

Estimated sales for the 2023 financial year

350.000 (350.000)

Subtract projected expenses for the 2023 fiscal year

Estimated total funding balance as of June 30, 2023

As of June 30, 2023, the funding balance will be available for scholarships

Estimated balance of unallocated funds as of June 30, 2023

Estimated sales for fiscal year 2024

270.000 (270.000)

Subtract projected expenses for the 2024 fiscal year

Estimated unallocated funding balance for fiscal year 2025 and future years

32

Harford County, MD Projected Unallocated Funding Balance, Watershed Management Fund Statement

Watershed Management Fund

Total financing balance on June 30, 2022

11.318.662

Estimated sales for the 2023 financial year

3.350.000 (5.748.662)

Subtract projected expenses for the 2023 fiscal year

Estimated total funding balance as of June 30, 2023

8.920.000

Minus: Limit fund balance bond yield

(920.000)

Estimated balance of unallocated funds as of June 30, 2023

8.000.000

Estimated sales for fiscal year 2024

3.360.000 (6.006.000)

Subtract projected expenses for the 2024 fiscal year

Estimated unallocated funding balance for fiscal year 2025 and future years

5.354.000

33

Harford County, MD Estimated balance of unspecified funds, tax increase, financing, debt service filing

TIF debt service fund

Total financing balance on June 30, 2022

2.813.986

Estimated sales for the 2023 financial year

1.915.000 (1.892.000)

Subtract projected expenses for the 2023 fiscal year

Estimated total funding balance as of June 30, 2023

2.836.986

Fund balance available for use as of June 30, 2023. Expected unallocated fund balance as of June 30, 2023

2.836.986

Estimated sales for fiscal year 2024

2.665.000 (2.665.000)

Subtract projected expenses for the 2024 fiscal year

Estimated unallocated funding balance for fiscal year 2025 and future years

2.836.986

34

Harford County, MD Water and Sewage Operating Fund Projected Unrestricted Net Position and Water and Sewage Debt Service Fund Statement

Operational Water and Wastewater Fund Debt Service Fund (1)

Total net assets as of June 30, 2022

511.747.863

Decrease in investments in capital goods after deducting the associated debt

(324.912.563) (124.386.096)

Restricted – Capital Items/Debt Service

Net Assets Redeemable as of June 30, 2022 Unlimited Net Positions

62.449.204

Projected sales for 2023

59.785.000 (58.922.380)

12.338.600 (12.338.600)

less projected expenses in 2023

Net Assets Redeemable as of June 30, 2023 Unlimited Net Positions

63.311.824

Estimated sales for fiscal year 2024

63.155.000 (79.815.000)

20.725.000 (20.725.000)

Subtract projected expenses for the 2024 fiscal year

Deductible net assets as of June 30, 2024 Unlimited net positions

46.651.824

(1) It is important to note that although budget policy defines the water and sanitation debt service fund as a separate account for administrative purposes, county financial reports treat it as part of the water and sanitation fund.

35

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