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ANNUAL REPORT

2003 / 2004

INDEX

Chairmans foreword 3 District managers message 4 - 5 List of elected members 6 - 7 Representation by elected members 8 - 9 Staffing 10 - 11 Register of salaries 12 - 13 Information summary and reporting 14 – 16 Strategic planning 17 – 18 Services to the community 19 Public participation 20 – 24 Council subsidiaries 25 Electoral information 26 Rating policy 27 - 35 Environmental services 36 Sted development 37 Financial statements 38 - 54

C/:My Documents /Annual Report 2

Chairmans foreword


District managers message It is pleasing to be able to give a report on the activities of the Council over the past twelve months, which has seen a range of significant changes to our Council. STRAGETIC ACHEIVEMENTS In 2000 Council prepared a strategic plan that indicated a range of issues that needed to be considered by Council to ensure that we continued to provide a high level of service to our residents, property owners and visitors. Further into this Annual Report is a detailed report on our Strategic Plan and its achievements but we should recognize the establishment of the Bute Rural Transaction Centre, which was opened by our Federal Members of Parliament Barry Wakelin and Neil Andrew in November 2003, as a major achievement for Bute, to ensure the long term viability of the Post Office and other services. Another major achievement was the formal approval for the development of the Port Broughton Boat Ramp and the receipt of significant grant funding which will allow the development of the ramp to occur. The Port Broughton Septic Tank Effluent Disposal (STED) has now been completed and a pleasing number of people have already connected to the scheme. The treatment plant is now taking the waste water, and it is hoped that the water will be recycled on a regular basis at the Port Broughton Golf Club and Oval at the start of Summer 2005. STAFFING With the development of the Bute Rural Transaction Centre, new staff have been engaged by Council. We welcomed Lynn Reed and Chantelle Axford to our workforce and look forward to them enjoying their time with Council. With Council now operating a post office and a bank at Port Broughton it is important to have trained back up staff and training has been done to ensure this back up is available. Accordingly Carolyn Mildren has been employed on a part time basis. During the year Council appointed Peter Ward as Manager of Finance and Administration following the decision of Greg O’Connor to leave Council. Peter who came from another Northern Areas Council commenced in November 2004 and has quickly picked up the reins. Our long serving Building / Health Officer Lynn Addison advised that he was looking to retire in 2004/05 and as a result Council has now employed Marcus Stephens as a Cadet Environmental Officer with Lynn as his mentor as he completes his qualification. Within the construction and maintenance staff Brett Tancock has joined our crew following the resignation of Shaun Arbon.


RATING AND VALUATION CHANGES Over the past two years our Council area, particularly the Coastal areas and townships have experienced significant valuation increases which has seen Council try and look at various rating systems to reduce some of the large rate increases that could be experienced. These considerations are done within the framework of the Local Government Act that Councils work within. It is anticipated that the Council area wil still continue to face these large valuation increases, forcing Council to continue reviewing all available options. With an ever increasing ageing population within our area, Council is extremely conscious of ensuring that we do not “rate” people out of their homes. CHALLENGES AHEAD The Council has several challenges facing it, to ensure that it can continue to provide a high level of service to it’s community, without significant increases in rates. A major challenge is the continued decline in funds received from the South Australian Local Government Grant Commission, which Council is seeking to address. The Council has in recent years tightened up expenditure not approved in the budget and has been able to reverse a decline of deficits in previous years, although due to extraordinary expenses in 2003/04 we suffered another deficit, and we must continue to be diligent to ensure that we remain in credit. Council’s Audit Committee is charged with this task and have been very effective in the past three years. With the continued expansion of the major towns within our district, the Council has the challenge of ensuring that development is the best for the long term future of the district. This also involves the development of industries such as the aquaculture and aged care industry, for which our district has a promising future. I would like to take this opportunity to thank Chairman Dean Dolling for his valuable assistance, during his first year of Chairman, and for the efforts of all the elected members. I am fortunate to have a group of people working for Council who are prepared to put in and ensure that the work needed to be done is completed as well as looking for new challenges and I truly appreciate their efforts. Staff members are always looking at initiatives for the betterment of the District, and this helps to make our Council area a better place to live. Nigel Hand District Manager


List of Elected Members and Allowances

Name of Member

Address / Phone Allowance

Chairman

Dean C. Dolling

11 West Terrace Port Broughton

Ph: 08 8635 3199

$6400

Travelling Allowance

Deputy Chairman

Ian D. Burgess

West Park Road

Bute Ph: 08 8826 2242

$3200


Councillor

John A. Aitchison

Old Bay Road Port Broughton

Ph: 08 8635 2548

$2000


Councillor

Howard H. Daniel

Adelaide Road

Ninnes Ph: 08 8827 3254

$2000


Councillor

Leonie H. Kerley

Kadina Road

Port Broughton Ph: 08 8635 3025

$2000


Councillor

Gregory L. O’Connor

2 Railway Terrace

Bute Ph: 08 8826 2113

$2000


Councillor

Brain D. Rooney

Melton

Ph: 08 8827 3206

$2000


Councillor

Tony Schkabaryn

70 Dolphin Road Fishermans Bay

Ph: 08 8535 2253

$2000


Councillor

Georgina Simmons

Kulpara Road

Bute Ph: 08 8826 220

$2000


Councillor Ian Young

Capella Street Port Broughton

Ph: 08 8635 2828

$2000



Notes:

1. During the year (January 2004) Cr Andrew P. Theobald resigned from Council, due to a move interstate, and Cr Gregory L. O’Connor was elected unopposed at the Supplementary Election held to replace Cr Theobald.

2. Elected members have access where possible to Council vehicles to attend

meetings outside the Council area.

3. Total traveling allowance period for 2003/04 was $2,399.40

4. Member allowances totaled $24,400

5. Other expenses totaled $3,746.84


REPRESENTATION BY ELECTED MEMBERS Council is represented on Committees, Boards and Organisations as follows: Executive Committee: Cr D. Dolling (Chairman), Crs I. Burgess, H. Daniel and T. Schkabaryn. Works Committee: Crs D. Dolling (Chairman), Cr H. Daniel, B. Rooney, T. Schkabaryn, I. Burgess, J. Aitchison, G. Simmons, L. Kerley & I. Young. Waste Management Committee: Cr I. Burgess (Chairman), Crs H. Daniel, J. Aitchison, T. Schkabaryn, B. Rooney & D. Dolling. Audit Committee: Cr I. Burgess (Chairman), Crs H. Daniel, B. Rooney, G’ OConnor, T. Schkabaryn, I. Young. Machinery Committee: Cr Schkabaryn (Chairman), D. Dolling, J. Aitchison, B. Rooney, H. Daniel and I. Young. Bushfire Prevention Committee: Crs H. Daniel & D. Dolling Bute 2000 Onwards Committee: Cr I. Burgess Canowindra Homes Committee: Cr I. Burgess Fisherman’s Bay Progress Association: Cr T. Schkabaryn Local Government Association: Cr D. Dolling Local Government Association Central Region: Cr D. Dolling


NYP Animal & Plant Control Board: Crs H. Daniel, D. Dolling, B. Rooney & Mr P. Harris Port Broughton Aged Care Committee: Cr G. Simmons Port Broughton Area School Committee: Cr L. Kerley Port Broughton Community School Library: Cr L. Kerley, Peter Ward & Margaret Hancock Port Broughton Hospital Board: Cr L. Kerley Port Broughton Oval Improvements: Crs J. Aitchison & T. Schkabaryn Barunga West Progress Association: Crs L. Kerley & T. Schkabaryn Yorke Peninsula HACC Committee: Cr I. Young Yorke Peninsula Tourist Association: Cr T. Schkabaryn Yorke Regional Development Board: Nigel Hand YP Rail Lions Club: Cr G. Simmons


STAFFING STAFFING - ADMINISTRATION Nigel Hand District Manager Peter Ward Manager Finance & Administration Georgina Adams Administration Officer Cynthia Price Administration Officer PORT BROUGHTON RURAL TRANSACTION CENTRE Tamara Harrison Corinne Hewett BUTE RURAL TRANSACTION CENTRE Chantelle Axford Lynn Reed ENVIRONMENTAL HEALTH OFFICER Marcus Stephens CONSTRUCTION Kevin Thompson Works Manager Graham Manners John Pridham Bradley Stringer Brett Tancock Bill Michie CASUALS – ADMINISTRATION (ON CALL) Belinda Dolling Carolyn Williams (RTC) MAINTENANCE Matthew Rose Maintenance Supervisor Michael Kreiger Steven Daniel TRAINEES (SCHOOL BASED) Elise Stringer Kareen Stringer


Council utilizes the following for specific tasks: BUILDING / PLANNING / HEALTH / FOOD J & L Design – Lyn Addison ENGINEERING Mr Alan Gilbert – Alan Gilbert & Associates LEGAL Norman Waterhouse – Adelaide Germein Reed – Kadina AUDITOR Robert W Foster PATROL GRADER CONTRACTORS Colin Lamshed Robert Edwards Paul Stringer GARBAGE COLLECTION CONTRACTORS Wardle Garbage Port Broughton / Mundoora Fishermans Bay / Tickera / Alford Colin Burgess Bute CLEANING CONTRACTORS Irene & Joan Hornby Port Broughton Maree Burgess Bute WASTE DISPOSAL SITES Broughton Waste Management Port Broughton Colin Burgess Bute Ron Jones Alford Lyndon Penny Kulpara


REGISTER OF SALARIES Council maintains a Register of Salaries for all employees, as required by Section 105 of the Local Government Act 1999, which is available for inspection at any of the Council’s offices. In compliance with the annual reporting requirements of the Local Government Act 1999, in relation to disclosure of the number of Senior Officers employed by Council, together with information on the kinds of allowances, bonuses and benefits that are made available to those officers as part of their salary package, Council is pleased to provide the following information:

POSITION TITLE POSITION CLASSIFICATION

ALLOWANCES AND BENEFITS

District Manager

Nigel A. Hand

Senior Officer Level 4

Municipal Officers (SA) Award

• Statutory and Award

allowances and benefits available to all employees.

• Full private use of Council Maintained Vehicle pursuant to Council Policy

• Over award payment of 5% • Membership fees to

maintain membership subscriptions to approved professional associations

• Payment of rental and all outgoing calls (excluding international) from private phone (in accordance with Council policy)

• Provision of a fully maintained mobile phone

Manager Administration

and Finance Peter B. Ward





• Limited private use of Council maintained vehicle pursuant to Council policy

• Reimbursement of rental and outgoing Council calls from private phone

• Reimbursement of Council calls from personal mobile phone.


Manager – Works Kevin L. Thompson





• Limited private use of Council maintained vehicle pursuant to Council policy

• Payment of rental and all outgoing calls (excluding international) from private phone (in accordance with Council policy)

• Provision of a fully maintained mobile phone.


INFORMATION SUMMARY AND REPORTING This information statement is published by the District Council of Barunga West in accordance with the requirements of the Local Government Act 1999 as amended. The District Council of Barunga West is pleased to comply with the legislation and welcomes inquiries. An updated Information Statement will be published at least every 12 months.

1. STRUCTURE AND FUNCTIONS OF THE COUNCIL

1.1 Full Council Full Council consists of ten members with one being the Chairman and is the decision making body on all policy matters. Ordinary meetings of full Council are held on the second Tuesday of every month at 7:00pm at the Bute Chambers and members of the public are welcome to attend.

1.2 Committees

Committees have been formed to streamline Council’s decision making process. These committees meet as required and make recommendations to Council. The Committees are Occupational Health and Safety, Waste Management Committee, Works Committee, Machinery Committee and Audit Committee and the public is welcome to attend. 1.3 Agendas and Minutes

Agendas of all full Council and Committee Meetings are placed on public display at Bute and Port Broughton not less than three days prior to those meetings. Minutes are placed on display within five days of that meeting at both offices. 1.4 Delegations

The District Manager and other officers have the delegated authority from Council to make decisions on a number of specified administrative and policy matters. Council makes decisions that direct, and / or determines its activities and functions. Such decisions include the approval of works and services to be undertaken and the resources, which are to be made available to undertake such works and services. Decisions are made to determine whether or not approvals are to be granted for applications from residents for various forms of development.

2. AMENDMENT OF COUNCIL RECORDS

A member of the public may gain access to Council documents to make amendments concerning their personal affairs by making a request under the Local Government Act. A member of the public may then request a correction to any information about themselves that is incomplete, incorrect, misleading or out of date.


To gain public access to these records, a member of the public must complete a Freedom of Information request form as indicated above outlining the records that he / she wished to inspect. 3. COUNCIL CERTIFICATES – SECTION 65zy

For the previous financial year the District Council of Barunga West has not, pursuant to Section 132 of the Local Government Act, issued any certificates specifying any documents to be restricted.

4. COMPETITIVE TENDERING

Council is conscious and aware of the legal requirements of the Principals of Competitive Tendering and Competitive Neutrality and applies those principals where appropriate. 5. RATE REBATE APPLICATIONS – RETIREMENT VILLAGES

Council has received no application for rate rebate for retirement villages within our Council area during this reporting year and believes that there are no such rated entities within the area. 6. COMMUNITY LAND

Council has completed a review of all its community land as requested by the provisions of the Local Government Act 1999 (Chapter 11). As part of this review Council has identified 93 parcels of land and 23 have been released from the community land classification. Management plans have been prepared for the majority of these parcels of land.


7. REGISTERS

Pursuant to Schedule 4 (1) (b), council maintains the following registers: 1. Register of Member’s Interest - Section 68 2. Register of Members Allowances and Benefits - Section 79 3. Register of Senior Staff Interest - Section 116 4. Register of Officer’s Remuneration - Section 105 5. Register of Community Land - Section 207 6. Register of By-laws - Section 252 8. CODES OF PRACTICE AND CONDUCT

Pursuant to Schedule 4 (1) (c), Council maintains the following Codes of Conduct and Practice: 1. Elected Member’s Code of Conduct - Section 63 2. Council Employees Code of Conduct - Section 110 9. MANDATORY POLICIES

1. Contracts and Tenders Policy - Section 49 2. Public Consultation Policy - Section 50 3. Internal Control Policy - Section 125 4. Rating Policy – Adopted July each year Section 171 5. Policy on Order Making - Section 259


STRATEGIC PLANNING In 2000 the Council prepared its first Strategic Plan as required by the provisions of Section 122 of the Local Government Act 1999. The benefits of having a Strategic Plan can include the following:

• Identifying the aspirations of the Community • Focusing efforts of the Community, Elected Members and Council Staff on

how they collectively want the District to develop • Ensuring a coordinated approach to community and organizational planning,

with clear priorities • Making the most effective use of limited resources • Guiding Council’s decision-making responsibilities (including budgets) • Providing an overall policy against which to monitor actions • Presenting an opportunity to review policy regularly • Providing long term direction for the Council • Informing the Community, Government agencies and Investors of Council’s

position on a range of issues. As a result of a Community survey undertaken in late 2000 the Council were able to recognize several areas that needed to be addressed and these involved the following six areas of objectives:

• Actively pursue alternative sources of income other than rates • Promote community satisfaction • Pursue and promote sustainable economic development and growth • Pursue and promote sustainable excellence • Maintain and develop Council’s infrastructure • Implement Best Practice Principals

From these areas the Council then targeted a range of goals and these involved the following, along with the outcome achieved by Council.

Objective

Goal Outcome

1. Actively pursue alternate source of income

Obtain additional funding from Government Grants

Several grants have been obtained for tourism, social and recreational activities. Establishment of Rural Transaction Centres in Bute & Port Broughton.

Investigate the sale of roads Process has been commenced and not been completed.

2. Promote community satisfaction

Develop Community Consultation Policy

Completed in March 2001

Conduct Public Meetings as required

Two have been held in 2001 & 2002

Publish Newsletter This is regularly done at least three times per year.

Circulate Council Minutes Over 100 copies of the minutes of Council meetings are distributed each month.


2. Promote community satisfaction (continued)

Support Community, Service and Sporting Clubs

Annual allocations are made to the major Progress Associations and assistance as required is given to other bodies.

3. Pursue and promote sustainable economic development

Draw up Economic Development Plan

This has been completed in conjunction with the Yorke Regional Development Board. Development of a aquaculture industry. Assistance with development of the Aged Care Industry.

4. Pursue and promote sustainable environmental excellence

Review waste management system

Appointment of a Waste Management Committee and involvement with the Central Region of Local Government review of waste strategies.

Implementation of STED for Pt Broughton & Fishermans Bay

Pt Broughton STED Scheme has now been installed. Discussion being held with Fishermans Bay Management.

Protect Native Vegetation Coastal Management Maintenance of coastal areas Stormwater Diversion Study to commence in Bute for

possible capital works. 5. Maintain and develop Council’s Infrastructure

Conduct an audit of Council Roads and prioritise. Develop a sealing program.

Council’s Works Committee assesses priorities for road works and sealing on an annual basis.

Develop a Road Vegetation Plan This has been completed with Wakefield Regional Council and submitted to the Native Vegetation Council.

Upgrade of Port Broughton Boat Ramp

Grants have been obtained and work commenced on a $1.64 million upgrade in June 2004.

Machinery Replacement Program

An annual program was approved by Council in August 2004.

6. Implement Best Practice Principals

Complying with relevant legislation. Training of staff and elected members. Community education.

This is an ongoing process that Council and staff continuously look for improvement.

The Council needs to review their plan for the next five years and has agreed to engage the Yorke Regional Development Board in preparing a Strategic Plan for the period 2005 – 2010 in February 2005.


SERVICES TO THE COMMUNITY

Council makes decisions on policy issues relating to services that are provided for members of the public. These services currently include (but are not limited to):

Town Planning Immunisation Fire Prevention Dog Management Ovals Environmental Health Local Strategic Planning Libraries Pest Plants and Animal Control Food Safety Inspections Reconciliation and working

with the Narrunga people Local road Construction and Maintenance

Development Assessment Stormwater Drainage Parks and Gardens Street Lighting Traffic Management Reserves, Picnic and Camping

Areas Rubbish Collection And Disposals

Information Services Free Internet in Libraries

Community Development Programmes

Walking Trails / Cycling Tracks Local Representation

Online Service Employment Training Programmes

Economic Development

Tourism Information and Support

Community Leadership Footpaths

Festivals and Events Building Inspection Caravan Parks Citizen Ceremonies Cemeteries Coastcare and Projects Business Support Natural Resource

Management Boat Ramp Construction and Maintenance

Septic Tank Effluent Disposal Schemes

Building Fire Safety Inspections

Halls

Roadside Tree Trimming Home and Community Care Services

Water Supply

Public Toilets Street Sweeping Playgrounds


PUBLIC PARTICIPATION Council Meetings Members of the public have a number of opportunities to put forward their views on particular issues before Council. These are:

(i) Deputations – With the permission of the Chairman or the Development Assessment Panel Presiding Member, a member of the public can address Council or a Council Committee or the Panel personally or on behalf of a group of residents / interested persons.

(ii) Presentations to Council – With prior notification and arrangement with

the Chairman, a member of the public can address Council on any issues relevant to Council.

(iii) Petitions – Written petitions can be addressed to the Council on any

issue within the Council’s jurisdiction.

(iv) Written Requests – A member of the public can write to the Council on any Council policy, activity or service.

(v) Elected Members – Members of the public can contact the elected

Members of Council to discuss any issues relevant to Council. Public Consultation Council has duly adopted a Public Consultation Policy in accordance with Section 50 of the Local Government Act 1999. The policy is designed to outline the principals and procedures that the District Council of Barunga West will follow to involve the community in Council’s decision making process through effective communication and consultation strategies, and has the following broad objectives:

• To establish positive relationships between Council and the community.

• To promote open, transparent and responsive decision making by Council.

• To provide effective communication and consultation between Council and

the community.

• To encourage, enhance and/or provide the opportunity for community

participation in the decision making processes of Council

• To achieve a greater level of community input, understanding and

opportunities for active participation in the decision making process.

This policy applies to those initiatives or activities of Council on which consultation is required by the Local Government Act 199, and other legislation or in other cases involving Council decision making.


The areas which Council is required to follow relevant steps is set out in it’s public consultation policy, as follows. This Policy provides for public consultation in cases where the Local Government Act 1999 requires Councils to follow its Public Consultation Policy, and in other cases involving Council decision making. The policy categorises Council activity into four areas and provides consultation strategies for each category. Category 1 Mandatory requirements i.e. the requirements of the Local

Government Act 1999. Category 2 Matters of significance to the Council area, such as changes to

a Council service or consideration of a new service or facility. Category 3 Matters of significance to a specific section of the community

or geographic area, such as a road or street construction, reserve development or a service change affecting a particular area.

Category 4 Matters that are procedural, operational or administrative in

nature that are unlikely to have any significant impact on the community.

Consultation strategies that could be implemented on the recommendation of the Chief Executive Officer include:

1. Distribution of detailed information on the matter to all householders and non-resident rate payers with an invitation for interested persons to make submissions to Council in relation to the matter within 21 days.

2. Establishment of a telephone “hotline” for individuals to discuss the matter

with relevant staff members.

3. Public displays of information in strategic locations, with staff in attendance, if appropriate.

4. Postal surveys or questionnaires to all residents and non resident ratepayers.

5. Other forms of survey such as telephone or door knock.

6. Provision of consultation and participation strategies such as community

workshops or meetings to provide members of the public with opportunities to discuss the matter with relevant staff / elected members and to participate in the planning of the changes.

7. Focus groups.

Category 1 All matters subject to the public consultation provisions of the Local Government Act 1999 (Sec 50) This category includes matters relating to:


Representation reviews Status of council / Change of Name Principal Office – Opening hours Commercial activities – prudential requirements Public Consultation Policies Code of practice – access to meetings and documents Strategic Management Plans Community Land

• Exclusion of classification of land as community land • Revocation of classification of land as community land • Management plans for community land • Amendment or revocation of management plans for community land • Alienation by lease or licence • Permits

Roads – Trees Passing By-laws Power to make orders

Category 2 Matters of significance to the Council area Category 3 Matters of significance to a specific section of the community or geographic area. Category 4 Matters that are procedural, operational or administrative in nature and unlikely to have any significant impact on the community. N.B No public consultation is required on Category 4 matters. Council is also required to consult with the community for:

• Representation review • Status of Council or name change • Certain commercial activities • Strategic management plans • Making of by laws • Orders making policies

Various procedures are specified in the Policy in respect of how the consultation process is to proceed which will largely depend on the particular issue or proposal under consideration.


ACCESS TO COUNCIL REGISTERS, CODES, POLICIES AND ADMINISTRATIVE DOCUMENTS In accordance with Section 132 of the Local Government Act 1999, a member of the public is entitled:

(i) To inspect the following documents at the Council office during ordinary hours without charge; and;

(ii) To purchase the following documents at the Council office during ordinary

hours for a fee fixed by the Council or may be downloaded from the web free of charge.

DOCUMENT: Council agenda and minutes Agenda – posted Agenda – collected from Council office Minutes – posted Minutes – collected from Council office Monthly building approvals list (per annum) Hundred maps Copy of Council’s policy manual Annual report Annual financial statements Budget / Budget reviews / Global budget documents Financial plan Strategic & Corporate plan Members register of interests Members register of allowances and benefits Officers register of remuneration Register of community land Register of public roads Register of by-laws Members code of conduct Code of practice for access to meetings and documents Employees code of conduct Contracts and tenders policies and procedures Public consultation policy Rating policy Campaign donation returns prepared by candidates Information statement Internal review procedure Assessment book Development plan Fees and charges register Internal control policies Policy on order making N.B For other documents see the Fees and Charges Register Most documents identified in the above schedule are also available for viewing on councils website.


OTHER INFORMATION REQUESTS Requests for other information not included in clause 4.1 above will be considered in accordance with the provisions of the Freedom of Information Act. Under this legislation, an application fee and a search fee must be forwarded with the appropriately completed request form as provided in the Freedom of Information – (Fees and Charges) Regulations 1991, unless the applicant is granted an exemption. Should the applicant require copies of any documents inspected pursuant to a Freedom of Information request, the charges set out in clause 4.1 will apply as will the charges/fees set out in 4.2 hereof. COUNCIL DESIGNATED OFFICER All enquiries concerning the lodgement procedures for Freedom of Information requests, the procedure for inspecting or purchasing the identified District Council of Barunga West Administrative Policy Documents, Procedures for Access to other Councils documents and Amendments of any Council records concerning the personal affairs of a member of the public are to be directed to: Mr Nigel Hand Chief Executive Officer PO Box 3 PORT BROUGHTON SA 5522 Ph: 8635 2107 Fax: 8635 2596 Applications will be responded to as soon as possible within the statutory 30 days of Council receiving the appropriately completed Freedom of Information request together with the application and search fee and all other information necessary for a qualified response to be provided. An application for access to Councils document(s):

1. Must be in writing; and 2. Must specify that it is made under this Act; and 3. Must be accompanied by such application fee as may be prescribed; and 4. Must contain such information as is reasonably necessary to enable the

document to be identified; and 5. Must specify an address in Australia to which notices under this act

should be sent; and 6. Must be lodged at an office of the agency, and may request that access to

the document be given in a particular way. AMENDMENT OF COUNCIL RECORDS A member of the public may gain access to Council documents to make amendments concerning their personal affairs by making a request under the Freedom of Information Act. A member of the public may then make application (in the prescribed form) for a correction to any information about themselves that is incomplete, incorrect, misleading or out of date. To gain access to these Council records, a member of the public must complete a Freedom of Information request as indicated above outlining The records that he/she wishes to inspect.


COUNCIL SUBSIDIARIES

The Council has range of Subsidiaries as defined by the Local Government Act 1999, Section 41. Those subsidiaries are listed below, with the information on Councils financial contribution in the 2003/04 financial year. All subsidiaries present their financial records for auditing by the Councils Auditor. The subsidiaries are as follows:

NAME CONTRIBUTION Bute 2000 Onwards $15,000 Barunga West Progress Association $15,000 Fishermans Bay Progress Association $15,000 Mundoora Community Association NIL Wokurna Community Association NIL Port Broughton Oval Improvement Committee NIL Kulpara Progress Association NIL

The Alford Progress Association is not a Council subsidiary, but Council does support the association when requested.


ELECTORAL INFORMATION As a result of a review of Council’s ward boundaries in 2002, which involved an extensive public consultation process, it was agreed to dispense with wards and to have all Councillors elected from the Council area. There was no alteration to the provisions for the title of the Presiding Officer (which remains as Chairman) or the number of Councillors (which remains at 10). The number of electors eligible for voting at Council elections are as follows: House of Assembly Roll: 1983 Council Roll: 917 With 10 Councillors this is a ratio of 1:290 As a comparison to the other Councils of similar size the following is offered:

COUNCIL ELECTED MEMBERS

ELECTORS RATIO

BARUNGA WEST 10 2900 1:290 CLEVE 8 1596 1:200

COOBER PEDY 8 2044 1:255 KINGSTON 11 2598 1:236

MOUNT REMARKABLE 7 3038 1:434 PETERBOROUGH 9 1903 1:211

ROBE 7 1935 1:276 SOUTHERN MALLEE 9 1882 1:176

STREAKY BAY 8 1960 1:245 TUMBY BAY 9 2100 1:233


DISTRICT COUNCIL OF BARUNGA WEST RATING POLICY SUMMARY 2004/2005

INTRODUCTION

This document sets out the policy of the District Council of Barunga West for setting and collecting rates from its community. The policy covers:

• Method used to value land • Adoption of valuations • Business impact statement • Council’s revenue raising powers • Differential general rates • Minimum rate • Service charges • Water catchment levy (the Council’s collection role) • Pensioner concessions • Unemployed persons concessions • Payment of rates • Late payment of rates • Sale of land for non-payment of rates • Remission and postponement of rates • Rebate of rates • Disclaimer

DETAILS FOR FURTHER INFORMATION CONTACT

Peter Ward, Manager - Finance & Administration 8635 2107, fax 86352 596, email: [email protected]

The District Council of Barunga West (Head Office) Bay Street Port Broughton, 5522

The District Council of Barunga West Railway Terrace Bute 5560


STRATEGIC FOCUS

In setting its rates for the 2004/2005 financial year the Council has considered the following:

Its current strategic plan, The District Council of Barunga West – Lifestyle for the Future, which was adopted in June 2000. The strategic plan was developed following an extensive community consultation program; The current economic climate and relevant factors such as inflation and interest rates; The specific issues faced by our community, which are:

• The need for a capital works program to replace and upgrade essential infrastructure assets;

• The possible acquisition of land in certain areas to improve and upgrade the access to and availability of open space in those communities; (including boat ramps).

• The planned extension of the waste management and recycling program to all areas of the district;

• The ongoing improvement of access to library facilities; • The need to upgrade the road infrastructure system within the area; • The need to look at the stormwater disposal system for the area;

The budget for the 2004/2005 financial year;

• The impact of rates on the community, including: • householders, businesses and primary producers; • the broad principle that the rate in the dollar should be the same for all

properties except where there is clearly a different level of services available to ratepayers or some other circumstance which warrants variation from the broad principle

• minimising the level of general rates required by levying fees and charges for goods and services on a user pays basis, where that is possible to recover the full cost of operating or providing the service or goods, with provision for concessions to those members of the community unable to meet the full cost.

For the 2004/2005 financial year the Council has decided to increase rates 7.78%. This exceeds the current rate of inflation (4.00%), but the costs that most heavily impact on Council’s expenditure have easily outstripped CPI, namely insurance premiums, wages, material costs, fuel costs and machinery costs.

The strategic management plans and the Council’s budget are available for inspection at the contact locations listed on Page 1.

The Council regularly conducts public consultation on a broad range of issues relating to the future directions of the area. These opportunities are always advertised in the Council’s Newsletter. Ratepayers and other interested parties are welcome to forward any comments. The Council also encourages feedback at anytime and such comments may be sent to:

Mr Nigel Hand District Manager District Council of Barunga West PO Box 3 PORT BROUGHTON 5522


ANNUAL ADOPTION OF THE RATING POLICY

Section 171 of the Local Government Act 1999 requires a Council to prepare and adopt each year, in conjunction with setting the rates, a rates policy. The policy must be available at the principal office of the Council and a summary version must be distributed with the rates notice.

This policy is available for inspection at contact locations listed on Page 1.

METHOD USED TO VALUE LAND The Council may adopt one of three valuation methodologies to value the properties in its area. They are:

Capital Value – the value of the land and all of the improvements on the land. Site Value – the value of the land and any improvements which permanently affect the amenity of use of the land, such as drainage works, but excluding the value of buildings and other improvements. Annual Value – a valuation of the rental potential of the property.

The Council has decided to continue to use capital value as the basis for valuing land within the council area. The Council considers that this method of valuing land provides the fairest method of distributing the rate burden across all ratepayers on the following basis:

• The equity principle of taxation requires that ratepayers of similar wealth pay similar taxes and ratepayers of greater wealth pay more tax than ratepayers of lesser wealth;

• Property value is a relatively good indicator of wealth and capital value, which closely approximates the market value of a property and provides the best indicator of overall property value;

• The distribution of property values throughout the Council area is such that few residential ratepayers will pay significantly more than the average rate per property.

ADOPTION OF VALUATIONS

The Council has adopted the valuations made by the Valuer-General as provided to the Council on May 31st 2004. If a ratepayer is dissatisfied with the valuation made by the Valuer-General then the ratepayer may object to the Valuer-General in writing, within 60 days of receiving the notice of the valuation, explaining the basis for the objection, provided they have not: (a) previously received a notice of this valuation under the Local Government Act 1999, in which case the objection period is 60 days from the receipt of the first notice; or (b) previously had an objection to the valuation considered by the Valuer-General. The address of the Office of the Valuer-General is:

Office of the Valuer-General GPO Box 1354 ADELAIDE SA 5001 email: [email protected]

and the telephone number is 1300 653 345. Please note that the Council has no role in this process. It is also important to note that the lodgement of an objection does not change the due date for the payment of rates.


mailto:[email protected]

NOTIONAL VALUES

Certain properties may be eligible for a notional value under the Valuation of Land Act 1971 where the property is the principal place of residence of a ratepayer. This can relate to certain primary production land or where there is State heritage recognition. A notional value is generally less than the capital value and this will result in reduced rates, unless the minimum rate already applies. Application for a notional value must be made to the Office of the Valuer-General.

BUSINESS IMPACT STATEMENT

The Council has considered the impact of rates on all businesses in the Council area, including primary production. In considering the impact, Council assessed the following matters:

Those elements of the Council’s strategic management plans relating to business development:

• The equity of the distribution of the rate burden – apart from the decision

to provide a differential rate for primary production properties, as outlined under the heading “Differential General Rates”, the Council considers that all ratepayers receive broadly comparable services and are generally similarly impacted upon by prevailing economic conditions.

• Current local, state and national economic conditions and expected changes during the next financial year. The general economic climate is stable and this appears likely to continue to be stable, notwithstanding a forthcoming election in 2004. The major concern is the continued limited employment prospects for school leavers and other persons currently unemployed. The prospect is good for a continuation of a low rate of inflation and low interest rates.

• Changes in the valuation of business and primary production properties from the previous financial year. There has been a disparity in the increases in valuations for the financial year 2004-05. In the Rural sector, Port Broughton valuations have increased by more than Bute valuations. The converse hold true for Residential valuations, with Bute increasing more than Port Broughton. Council is compelled to apply one rural and one residential rate in the dollar, and thus the burden of rates will fall on Port Broughton rural and Bute residential. This is beyond Council’s control.

• Specific infrastructure maintenance issues that will solely or principally benefit businesses and primary producers – Council will be:

• Upgrading a number of rural roads as a result of increases in farm production.

Constructing kerbing, footpaths and sealing rural and township roads in an ongoing district programme.

Encouraging Tourism to benefit the business houses of the District.


COUNCIL’S REVENUE RAISING POWERS

All land within a Council area, except for land specifically exempt (e.g. crown land, Council occupied land and other land prescribed in the Local Government Act 1999 – refer Section 147 of the Act), is rateable. The Local Government Act provides for a Council to raise revenue for the broad purposes of the Council through a general rate, which applies to all rateable properties, or through differential general rates, which apply to classes of properties. In addition, Council can raise separate rates, for specific areas of the Council or service rates or charges for specific services. The Council also raises revenue through fees and charges, which are set giving consideration to the cost of the service provided and any equity issues. The list of applicable fees and charges is available at the contact locations listed on Page 1.

DIFFERENTIAL GENERAL RATES

The Council has decided to impose differential general rates on the following properties:

All land classified as being used for primary production on the basis that: • the land tends to be remote from many of the services provided by

Council; • primary production properties do not receive a waste management

service; • primary production properties do not have footpaths or street lighting; • many primary production properties are served by unsealed roads.

All land classified as being used for commercial purposes. All other land.

At its meeting of July 13th 2004 the Council decided to raise rate revenue of $1,833,549 in a total revenue budget of $5,203,313. As a result of this decision the Council has set a residential rate of 0.258 (0.352 last year), a rural rate of 0.248 (0.295), a commercial rate of 0.525 (0.660) and a vacant rate of 0.170 (0.325) cents in the dollar.

Land use is used as the factor to apply differential rates. If a ratepayer believes that a particular property has been wrongly classified by the Council as to its land use, then they may object (to the Council) to that land use within 21 days of being notified. A ratepayer may discuss the matter with Peter Ward, Manager – Finance & Administration on 8635 2107 in the first instance. The Council will provide, on request, a copy of Section 156 of the Local Government Act 1999 which sets out the rights and obligations of ratepayers in respect of objections to a land use.

Objections to the Council’s decision may be lodged with Peter Ward, Manager – Finance & Administration, District Council of Barunga West, PO Box 3, Port Broughton, 5522. The objection must be made within 60 days of receiving notice of the land use and set out the basis for the objection and details of the land use that (in the opinion of the ratepayer) should be attributed to that property. The Council may then decide the objection as it sees fit and notify the ratepayer. A ratepayer also has the right to appeal against the Council’s decision to the Land and Valuation Court. It is important to note that the lodgement of an objection does not change the due date for payment of rates.


FIXED CHARGE

A Council may impose a Fixed Charge payable by way of rates. Where two or more adjoining properties have the same owner and are occupied by the same occupier, only one fixed charge is payable by the ratepayer.

The Council has decided to impose a fixed charge of $200.00. Increasing the Fixed charge on properties alleviates the rate fluctuations caused by this year’s disparity in valuation increases.

SERVICE CHARGE

The Council provides a septic tank effluent disposal system to all properties in Bute. The full cost of operating and maintaining the service for this financial year is budgeted to be $12,800. The Council will recover this cost through the imposition of a service charge of $95.00 for each Property Unit. Where the service is provided to non-ratable land, a service charge is levied against the land. Details on what constitutes a service charge for each Property Unit, and other information about the scheme, are available from Peter Ward, Manager - Finance & Administration on 08 8635 2107.

Construction of the Port Broughton STEDS scheme is almost complete, and the system is operational. Council funded this construction through grants from the Local Government Authority, and a 15 year loan with the Local Government Finance Authority. Council will maintain the service charge for this facility at $290 for each occupied property unit and $ 205 for each vacant property unit.

Details on what constitutes a property unit and other information about the scheme are available from Peter Ward, Manager – Finance & Administration on 86 352107

The Council provide a service to prevent mosquito breeding in the Port Broughton and Fishermans Bay area. The program for 2003/2004 allows for a monitoring program, and for aerial spraying. Ministerial approval for the program allows for Council to charge $12.00 per property for all properties in and around the Port Broughton and Fishermans Bay area.

SINGLE FARM ENTERPRISES

The Local Government Act has been amended to allow for Single Farm Enterprises to be charged only one fixed charge upon all the land farmed as a single farm enterprise. Application must be made, on a form provided by the Council, for the Council to assess the eligibility of the candidate. The lodging of the form does not alter the due date for payment of the rates.

Closing date for the applications is 22nd August 2004.


RATE CONCESSIONS

The State Government, in providing equity across SA in this area, funds a range of concessions on Council rates. The concessions are administered by various State Agencies who determine eligibility and pay the concession directly to Council on behalf of the ratepayer. Concessions are available only on the principal place of residence.

Ratepayers who believe they are entitled to a concession should not withhold payment of rates pending assessment of an application by the State Government as penalties apply to overdue rates. A refund will be paid to an eligible person if Council is advised that a concession applies and the rates have already been paid.

STATE SENIORS CARD RATEPAYER (SELF FUNDED RETIREE)

This is a concession available from 1 July 2001 and is administered by Revenue SA. If you are a self-funded retiree and currently hold a State Seniors Card you may be eligible for a concession toward Council Rates. In the case of couples, both must qualify, or if only one holds a State Seniors Card, the other must not be in paid employment for more than 20 hours per week. If you have not received a concession on your rates notice or would like further information please contact the Revenue SA Call Centre on 1300 366 150.

PENSIONER CONCESSION

An eligible pensioner must hold a Pension Card, State Concession Card or a Repatriation Health Card marked TPI Gold, EDA Gold or War Widow and may be entitled to a concession on Council rates (and water and effluent charges where applicable). Application forms, which include information on the concessions, are available from the Council, SA Water Corporation and its District Offices or the Department of Human Services. This concession is administered by SA Water on behalf of the Department of Human Services and further information can be obtained by telephoning SA Water.

OTHER CONCESSIONS

The Department of Family and Youth Services administers Council rate concessions available to range of eligible persons receiving State and Commonwealth allowances. This includes, but is not limited, ratepayers who are in receipt of: Austudy, Newstart, Parenting Payment, Partner Allowance, Sickness Allowance, Special Benefit, Widow Allowance, Youth Allowance, Abstudy, CDEP or a New Enterprise Initiative Scheme. It may also apply to ratepayers in receipt of a pension as a war widow under legislation of the United Kingdom or New Zealand and the holders of a State Concession Card issued by Family and Youth Services. All enquiries should be directed to your nearest branch office of Family and Youth Services (refer to page 426 of the White Pages for location and telephone details).

UNEMPLOYED PERSONS CONCESSIONS

The Department of Human Services may assist with the payment of Council rates for your principal place of residence (remissions are not available on vacant land or rental premises). Please contact your nearest Department of Human Services office for details.


PAYMENT OF RATES

The Council has decided that the payment of all rates will be by four instalments, due on the 1st September 2004, 1st December 2004, 1st March 2005 and 1st June 2005.

Rates may be paid:

• In person, at the Council offices at locations listed on Page 1, during the

hours of 9.00am to 5.00pm, Monday to Friday. • By the Bpay system. Please contact your bank for details.

Council is conscious of the negative financial impact the 2004/ 2005 rates may have on some ratepayers due to valuation increases higher than the average within the District, based on the most recent Valuer General’s valuation. Any ratepayer who may, or is likely to, experience difficulty with meeting the standard payment arrangements is invited to contact Peter Ward, Manager – Finance & Administration, on 8635 2107 to discuss alternative payment arrangements. Such inquiries are treated confidentially by the Council.

The Council has adopted a policy that upon application, full payment of rates may be made on 1st December 2004, without incurring any penalty for non payment of rates on 1st September 2004.

LATE PAYMENT OF RATES

The Local Government Act provides that Councils impose a penalty of a 2% fine on any payment for rates, whether instalment or otherwise, that is received late. A payment that continues to be late is then charged an interest rate, set each year according to a formula in the Act, for each month it continues to be late. The purpose of this penalty is to act as a genuine deterrent to ratepayers who might otherwise fail to pay their rates on time, to allow Councils to recover the administrative cost of following up unpaid rates and to cover any interest cost the Council may meet because it has not received the rates on time. For the 2003/2004 financial year this rate is.

The Council allows a further three working days after the due date for payment as a grace period. Fines are payable under the Local Government Act but Council will remit this amount if payment is received within the three days grace period. Thereafter fines for late payment are fully imposed.

The Council is prepared to remit penalties for late payment of rates where ratepayers can demonstrate hardship.

The Council issues a final notice for payment of rates when rates are overdue i.e. unpaid by the due date. Should rates remain unpaid more than 21 days after the issue of the final notice then the Council refers the debt to a debt collection agency for collection. The debt collection agency charges collection fees that are recoverable from the ratepayer.

When the Council receives a payment in respect of overdue rates the Council applies the money received as follows:

• first – to satisfy any costs awarded in connection with court proceedings; • second – to satisfy any interest costs;


• third – in payment of any fines imposed; • fourth – in payment of rates, in chronological order (starting with the oldest account first).

REMISSION AND POSTPONEMENT OF RATES

Section 182 of the Local Government Act permits the Council, on the application of a ratepayer, to partially or wholly remit rates or to postpone rates, on the basis of hardship. Where a ratepayer is suffering hardship in paying rates he/she is invited to contact Peter Ward, Manager – Finance & Administration, on 8635 2107 to discuss the matter. Such inquiries are treated confidentially by the Council.

REBATE OF RATES

The Local Government Act requires Councils to rebate the rates payable on some land. Specific provisions are made for land used for health services, community services, religious purposes, public cemeteries, the Royal Zoological Society and educational institutions. Discretionary rebates may be applied by the Council under Section 166 of the Act.

SALE OF LAND FOR NON-PAYMENT OF RATES

The Local Government Act provides that a Council may sell any property where the rates have been in arrears for three years or more. The Council is required to notify the owner of the land of its intention to sell the land, provide the owner with details of the outstanding amounts, and advise the owner of its intention to sell the land if payment of the outstanding amount is not received within one month.

Except in extraordinary circumstances, the Council enforces the sale of land for arrears of rates and a copy of the Council’s policy is available from Peter Ward, Manager – Finance & Administration on 8635 2107 or by writing to the District Council of Barunga West, PO Box 3, Port Broughton, 5522.

APPLICATION OF THE POLICY

Where a ratepayer believes that the Council has failed to properly apply this policy it should raise the matter with the Council. In the first instance contact Peter Ward, Manager – Finance & Administration, on 8635 2107 to discuss the matter. If, after this initial contact, a ratepayer is still dissatisfied they should write to Mr Nigel Hand, District Manager, District Council of Barunga West, PO Box 3, Port Broughton, 5522.

DISCLAIMER

A rate cannot be challenged on the basis of non-compliance with this policy and must be paid in accordance with the required payment provisions.


ENVIRONMENTAL SERVICES

During the past year Council was advised by it’s long serving Environmental Officer, Lyn Addison, of his pending retirement. It was agreed by Council to replace Lynn, who was engaged on a part time basis, with a full time employee in recognition of the increased level of development across the Council area. Accordingly Marcus Stephens was appointed as an Environmental Officer (Cadet) to fulfill this position. During the past year the Council processed a range of applications for development which included the following: New Dwellings Class 1 21 New Units Class 1 4 Alterations & Additions to Dwellings Class 1 17 Non / Commercial / Industrial Class 7/8 4 Alterations & Additions to Class 7/8 4 New Sheds / Carports Class 10 74 Alterations & Additions Class 10 6 Pools & Retaining Walls Class 10b 9 Planning Only 3 Total Number of Development applications Received: 142 Land Division Applications: 13 Note:

1. Number of applications approved 01/07/03 to 30/06/04 Number: 140 Value of work: $7,543,406.87

2. Statistics for financial year 01/07/02 to 30/06/03

Applications received: 161 Value of work: $6,347,105.00 Land division applications: 8


STED DEVELOPMENTS In November 2003 the Port Broughton Septic Tank Effluent Disposal (STED) Scheme was completed and applications were being received from residents to connect to the Scheme. The work involved the following:

• 16 kilometres of PVC gravity drains • 9 pumping stations • 9.5 kilometres of PVC pumping mains • 670 house connections and • 18,000 kilolitre storage dam

The costings for the project was: Total project cost $3,605,000 Total cost per household connection $ 5,380 Council / Community contribution $1,360,000 (ie 38% of total cost) As at 30th June 2004 a total of 160 applications representing 24% of possible conversion, which indicated a good acceptance of the Scheme.


FINANCIAL STATEMENTS DISTRICT COUNCIL OF BARUNGA WEST OPERATING STATEMENT BY FUNCTION 30 June 2004

2002-03 OPERATING EXPENDITURE 2003-04

235,812 Administration 334,79473,801 Public Order & Safety 62,55736,084 Health 46,03917,024 Social Security & Welfare 2,594

2,048,032 Housing & Community Amenities 593,54475,965 Protection of the Environment 62,025

197,590 Sport & Recreation 214,99273,031 Minining, Manufacturing & Construction 80,534

1,228,411 Transport & Communication 1,270,47567,102 Economic Affairs 25,016

698,066 Other Purposes 394,770

4,750,918 TOTAL OPERATING EXPENDITURE 3,087,341

OPERATING REVENUE 2,038,616 Administration 2,194,337

24,540 Public Order & Safety 35,9155,603 Health 10,5606,000 Social Security & Welfare 9,421

1,655,541 Housing & Community Amenities 211,2558,146 Protection of the Environment 30,781

58,396 Sport & Recreation 43,95518,168 Minining, Manufacturing & construction 13,287

301,072 Transport & Communication 145,784539,235 Economic Affairs 62,885443,651 Other Purposes 77,911

5,098,968 TOTAL OPERATING REVENUE 2,836,091

348,050 NET OPERATING -251,250

CAPITAL GRANTS 1,064,700

348,050 CHANGE IN COMMUNITY WEALTH 813,450


DC BARUNGA WESTSOURCES OF INCOME 2003-04

CAPITAL GRANTS27%

User Charges1%

Grants & Subsidies7%

Investment Income2%

Reimbursements4%

Commercial Activities

2%

Other 9%

Statutory Charges1%

Rates47%

DC BARUNGA WESTEXPENDITURE BY CATEGORY 2003-04

Depreciation22%

Other20%

Finance Charges3%

Contractual Servi18%

Wages & Salaries28%

Materials9%


DC BARUNGA WESTINCOME & EXPENDITURE BY CATEGORY 2003-04

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EXPENDITURE

INCOME

CATEGORY EXPENDITURE INCOME

Administration 334,794 2,194,337 Public Order 62,557 35,915 Health 46,039 10,560 Social Security 2,594 9,421 Community Amenities 593,544 211,255 Environment 62,025 30,781 Sport & Recreation 214,992 43,955 Minining & Construction 80,534 13,287 Transport 1,270,475 145,784 Economic Affairs 25,016 62,885 Other Purposes 394,770 77,911 Capital Grants 1,064,700


DISTRICT COUNCIL OF BARUNGA WEST OPERATING STATEMENT BY ACTIVITY 30 June 2004

2002-03 OPERATING EXPENDITURE Notes 2003-04 600,145 Wages & Salaries 3 865,689

2,054,623 Contractual Services 4 540,315377,945 Materials 5 288,09767,477 Finance Charges 6 107,158

688,783 Depreciation 7 681,697961,945 Other 8 604,383

TOTAL OPERATING EXPENDITURE 3,087,339

OPERATING REVENUE

1,631,809 Rates 9 1,834,01235,704 Statutory Charges 10 47,23754,273 User Charges 11 49,007

1,957,613 Grants & Subsidies 12 272,639115,259 Investment Income 13 67,009161,022 Reimbursements 14 160,098524,917 Commercial Activities 15 62,885618,371 Other 16 343,201

5,098,968 TOTAL OPERATING REVENUE 2,836,088

348,050 NET OPERATING -251,251

CAPITAL GRANTS 17 1,064,700

348,050 CHANGE IN COMMUNITY WEALTH 813,449

4,750,918


C/:My Documents /Annual Rep42 ort

DISTRICT COUNCIL OF BARUNGA WEST STATEMENT OF FINANCIAL POSITION 30 June 2004

2002-03 CURRENT ASSETS Notes 2003-04 259,290 Cash 18 141,81274,118 Debtors 19 522,2292,216 Inventory 20 5,633

930,945 Investments 21 1,191,84614,352 Self Funding Loans 20,926

1,280,921 TOTAL CURRENT ASSETS 1,882,446

NON CURRENT ASSETS OPERATING

3,790,247 Land & Buildings 22 3,704,80997,011 Plant & Equipment - Minor 23 87,310

776,049 Plant & Equipment - Major 24 730,17262,935 Office Furniture & Equipment 25 52,376

COMMUNITY 9,930,388 Roads 26 9,767,871

Pt Broughton STEDS 27 3,528,9930 Other Community Assets 28 346,446

151,206 Self Funding Loans 137,998

14,807,836 TOTAL NON CURRENT ASSETS 18,355,97516,088,757 TOTAL ASSETS 20,238,421

CURRENT LIABILITIES

78,228 Creditors 29 230,79980,760 Provision for Annual Leave 30 71,84750,000 Provision for Long Service Leave 31 20,792

152,671 Loans Principal 04/05 32 216,151 Suspense 20

417,557 Amounts Received in Advance 33 760,177779,216 CURRENT LIABILITIES 1,299,786

NON CURRENT LIABILITIES

111,893 Provision Long Service Leave 31 117,826662,689 Loan Principal Outstanding 32 1,787,014774,582 TOTAL NON CURRENT LIABILITIES 1,904,840

1,553,798 TOTAL LIABILITIES 3,204,626

14,534,959 NET ASSETS 17,033,795 COMMUNITY WEALTH

1,572,567 Accumulated Surplus 2,195,68312,962,392 Reserves 34 14,838,11114,534,959 TOTAL COMMUNITY WEALTH 17,033,794

DISTRICT COUNCIL OF BARUNGA WEST

NOTES TO 2003-04 FINANCIAL STATEMENTS

2003-04 2002-03

3 WAGES & SALARIES Administration 396,808 288,392 Housing & Community Amenities 103,105 61,818 Sport & Rec 32,767 26,491 Transport & Communication 193,096 92,300 Other Miscellaneous 9,091 11,328 Other Purposes NEC 103,767 119,817 838,635 600,146 Superannuation - Administration 31,609 Long Service Leave - Administration 17,302 Superannuation - Works 34,828 Long Service Leave - Works 23,794 Change in Accrued Administration A/L Liability -6,748 TOTAL 939,420 600,146 Change in Accrued Works LSL Liability 1,222 Change in Accrued Administration LSL Liability -24,497 Allocated to Capital Account -50,456 Allocated to Operating Statement 865,689 600,146 4 CONTRACTUAL SERVICES Administration 36,087 40,474 Housing & Community Amenities 168,970 1,702,407 Mining, Manufacturing 64,656 59,832 Transport & Communication 237,197 205,265 Other Miscellaneous 10,101 20,653 Other Purposes NEC 24,546 25,992 TOTAL 541,557 2,054,623 Allocated to Capital Account -1,242 Allocated to Operating Statement 540,315 2,054,623 5 MATERIALS Administration 29,539 32,310 Housing & Community Amenities 82,337 72,068 Sport & Recreation 32,430 26,863 Transport & Communication 212,684 71,117 Other Miscellaneous -5,767 33,074 Other Purposes NEC 273,859 142,653


TOTAL 625,082 378,085 Allocated to Capital Account -336,985 Allocated to Operating Statement 288,097 378,085 6 FINANCE CHARGES Interest Paid on Debentures 92,148 60,129 Bank Charges, Leases 15,010 7,348 107,158 67,477 7 DEPRECIATION Minor Plant 9,701 12,133 Major Plant 99,957 91,569 Office Equipment 12,064 14,719 Land & Buildings 45,944 47,711 Roads 514,030 522,651 TOTAL 681,697 688,783 8 OTHER EXPENSES Administration 219,523 195,315 Public Order & Safety 58,050 Health 37,942 Social Security & Welfare 2,594 Housing & Community Amenities 155,196 142,495 Protection of the Environment 18,312 Sport & Recreation 67,635 Transport & Communication 90,366 Economic Affairs 7,740 Other Purposes 86,210 624,135 TOTAL 743,568 961,945 Allocated to Capital Account -139,185 Allocated to Operating Statement 604,383 961,945 9 RATES Rates General 1,707,766 1,632,023 Rates Remitted -2,838 Special Rate 13,715 CED Separate Rate 111,830 Rates Fines 4,315 Rates Fines Remitted -776 TOTAL 1,834,012 1,632,023


10 STATUTORY CHARGES Dog Control 3,710 4,135 Septic Tanks 30,240 15,313 Other 13,287 16,256 TOTAL 47,237 35,704

11 USER CHARGES Housing & Community 29,543 34,842 Sport & Recreation 5,394 9,811 Other 14,070 9,620 TOTAL 49,007 54,273

12 GRANTS & SUBSIDIES - OPERATING Grants Commission 244,250 252,880

Road Grants 153,876 Pt Broughton STED Scheme 1,501,791 Library Maintenance 746 Monument Restoration 1,644 Foreshore Grant 25,999 49,066

272,639 1,957,613 13 INVESTMENT INCOME LGFA Interest 62,783 115,259 Bank Interest 4,226 67,009 115,259

14 REIMBURSEMENTS Private Works 14,314 13,826 Transport & Communications 145,784 147,196 160,098 161,022

15 COMMERCIAL ACTIVITIES Caravan Park 62,885 465,631 Other 59,286 62,885 524,917


16 OTHER INCOME Administration 42,060 35,754 Housing & Community Amenities 151,469 103,380 Sport & Recreation 36,170 18,943 Other Miscellaneous 49,905 30,399 Other Purposes NEC 63,597 48,432 343,201 236,908

17 CAPITAL GRANTS Pt Broughton STEDS [Incl Rec'd in Advance] 563,952 Bute RTC 139,076 Roads to Recovery 134,699 Pt Broughton Boat Ramp 226,973 1,064,700 0

18 CASH AT BANK District Fund 18,994 179,148 Cash on Hand 950 Fishermans Bay Progress 53,290 39,632 Kulpara Progress 8,342 7,193

Pt Broughton Progress Association 39,301 14,189 PT Broughton Oval Improvements 9,633 13,450 Bute 2000 Onwards 1,103 5,678 Bute Cash Float 10,198 0 141,812 259,290

19 DEBTORS Rates 65,295 12,958 Sundry 456,934 61,160

522,229 74,118

20 INVENTORY Bulk Fuel 5,633 2,216 5,633 2,216

21 INVESTMENTS Long Service Leave 146,243 136,986 Boat Ramp 6,628 4,600 Other 488,909 312,176


Plant Replacement Reserve 86,451 82,509 Caravan Park 387 116

Donations 3,129 3,000 STEDs Construction Reserve 42,605 318,143 STEDs Maintenance Reserve 33,692 73,415

Boat Ramp Construction 383,801 1,191,846 930,945

22 LAND & BUILDING [As Per Schedule] Opening 2003-04 3,790,247 3,790,247 Sales/Additions -39,841 Depreciation -45,597 Closing 2003-04 3,704,809 3,790,247

23 PLANT & EQUIPMENT - MINOR [As Per Schedule] Opening 2003-04 97,011 109,144 Sales/Additions Depreciation -9,701 -12,133 Closing 2003-04 87,310 97,011

24 PLANT & EQUIPMENT - MAJOR [As Per Schedule] Opening 2003-04 776,049 867,618 Additions 176,354 Sales -128,435 Depreciation -93,796 -91,569 Closing 2003-04 730,172 776,049

25 OFFICE FURNITURE & EQUIPMENT [As Per Schedule] Opening 2003-04 62,935 77,654 Sales/Additions 1,505 Depreciation -12,064 -14,719 Closing 2003-04 52,376 62,935

26 ROADS [As Per Schedule]


Opening 2003-04 9,930,388 10,453,039 Sales/Additions 351,513 Depreciation -514,030 -522,651 Closing 2003-04 9,767,871 9,930,388

27 PT BROUGHTON STEDS [As Per Schedule] Opening 2003-04 0 Sales/Additions 3,528,993 Depreciation 0 Closing 2003-04 3,528,993 0

28 OTHER COMMUNITY ASSETS [As Per Schedule] Opening 2003-04 0 Sales/Additions 346,446 Depreciation 0 Closing 2003-04 346,446 0

29 CREDITORS 230,799 78,228

30 ANNUAL LEAVE PROVISION Administration 38,662 45,649 Works 33,184 35,111 TOTAL 71,846 80,760

31 LONG SERVICE LEAVE PROVISION Administration - Short Term 10,683 25,000 Works - Short Term 10,110 25,000 TOTAL 20,793 50,000 Administration - Long Term 60,538 70,719 Works - Long Term 57,288 41,174 TOTAL 117,826 111,893

32 LOANS SHORT TERM LONG TERM


ANZ FLOAT 10,000 0 BUTE 23 - BOWLING CLUB 3,761 37,006 BW 1 BROUGHTON DEBT 33,925 96,343 BW 2 - SEALING 28,057 78,927 BW4 - PORT BROUGHTON SPORTS CLUB 4,467 20,891 BW5 - TRUCK 12,675 0 BW7 - BUTE CED SCHEME 5,459 0 BW 8 - SEALING 10,396 64,690 BW 9 - COMPUTER 13755 0 BW10 - BUTE BOWLING CLUB 4,981 80,101 BW12 - PB PLEC SCHEME 8,245 76,883 BW13 - VIBRATING ROLLER 18,878 63250 BW14 - PB STEDS 61,552 1,268,923 216,151 1,787,014

33 AMOUNTS RECEIVED IN ADVANCE Pt Broughton STEDS Scheme 42,015 391,558 Pt Broughton Seawall 0 26,000 Roads-to-Recovery 60,000 Pt Broughton Boat Ramp 658,162 760,177 417,558

34 RESERVES Asset Revaluation 14,108,394 12,423,009 Asset Replacement 492,418 315,290 Long Service Leave 146,243 136,986 Plant Replacement 86,451 82,509 Reserve Other 4,605 4,600 14,838,111 12,962,394


DISTRICT COUNCIL OF BARUNGA WEST STATEMENT OF CASH FLOWS 30 JUNE 2004

2002/03 (Outflows) 2003/04 Inflows

CASH FLOWS FROM OPERATING ACTIVITIES ($5,412,807) PAYMENTS: ($1,838,875)

4,931,553 RECEIPTS: 2,261,414 -481,254 NET CASH USED IN OPERATING $422,539

CASH FLOWS FROM FINANCING ACTIVITIES PAYMENTS:

($231,440) Principal ($182,195) ($67,477) Interest ($107,158) -298,917

RECEIPTS: Short Term Loan

100,000 Loans Received 1,360,000 ANZ Cash Float 10,000 Self Funding Loans 6,634

115,259 Interest Received 67,009 215,259 NET CASH USED IN FINANCING ACTIVITIES $1,154,290

CASH FLOWS FROM OTHER ACTIVITIES PAYMENTS:

($327,464) Purchase of Non-Current Assets ($392,870) Purchase of Non-Current Assets Infrastucture ($2,719,428)

RECEIPTS:

160,159 Proceeds from Sale of Assets 221,322 0 Capital Revenue 1,064,700

-560,175 NET CASH USED IN OTHER ACTIVITIES 1,286,022 ($1,433,406)

-1,125,087 NET INCREASE/(DECREASE) IN CASH HELD 143,423

2,315,236 CASH AT BEGINNING OF REPORTING PERIOD 1,190,235

1,190,149 CASH AT END OF REPORTING PERIOD 1,333,658


DISTRICT COUNCIL OF BARUNGA WEST Reconciliations of Changes in Financial Position Resulting from Operations to Net Cash Inflow from Operating Activities to June 30 2004 30 JUNE 2004

2003/04

Change in Financial Position resulting from Operations -251,250 Add Back Non Cash Items Depreciation 681,697 Loss on Disposal of Assets 8,377 Profit on Sale of Assets -67,930 Annual and Long Service Leave -32,188 Interest Paid 107,158 Interest Received -67,009 630,105 Less Increase in Debtors -448,111 Less Increase in Inventory -3,417 Add Increase in Suspense Item 20 Add Increase in Creditors 152,571 Add Increase in Amounts Received in Advance 342,620 43,683 NET CASH FROM OPERATING ACTIVITIES 422,538


DISTRICT COUNCIL OF BARUNGA WEST STATEMENT OF FINANCIAL POSITION 30 June 2004

2002/03 Accumulated Surplus 2003/04

1,610,882 Balance at Beginning of Period 1,572,565 348,050 Change in Financial Position 813,450

-425,202 Transfers to Reserves -190,333 38,835 Transfers from Reserves

1,572,565 Balance at end of Period 2,195,683 Asset Revaluation Reserve

12,423,009 Balance at Beginning of Period 12,423,009 Transfer to Reserves 1,685,385

12,423,009 Balance at End of Period 14,108,394 Long Service Leave Reserve

70,142 Balance at Beginning of Period 136,985 105,678 Transfer to Reserves 9,257 -38,835 Transfer from Reserves 136,985 Balance at End of Period 146,242

Boat Ramp Reserve 3,810 Balance at Beginning of Period 4,600

790 Transfer to Reserves 5 Transfer from Reserves

4,600 Balance at End of Period 4,605 Plant Replacement Reserve

78,953 Balance at Beginning of Period 82,509 3,555 Transfer to Reserves 3,942

Transfer from Reserves 82,508 Balance at End of Period 86,451

Caravan Park Reserve 111 Balance at Beginning of Period 483 372 Transfer to Reserves 18

Transfer from Reserves 483 Balance of Reserve 501

Donations Reserve 3,000 Balance at Beginning of Period 3,000

Transfer to Reserves 129 Transfer from Reserves

3,000 Balance at End of Period 3,129 Future Planning

311,807 Balance at Beginning of Period 311,807 Transfer to Reserves 176,981 Transfers from Reserves

311,807 Balance @ end of Period 488,788

14,534,957 Balance at End of Period 17,033,793C/:My Documents /Annual Report 52

DISTRICT COUNCIL OF BARUNGA WEST STAEMENT OF FINANCIAL ASSETS/LIABILITIES 30 JUNE 2004 INTEREST RATE MATURITY

VARIABLE FIXED - AVG < 1 YEAR 1<5 YEARS >5 YEARS TOTAL

% % $ $ $ $

FINANCIAL ASSETS

CASH 110,756 110,756

DEBTORS 522,229 522,229

INVESTMENTS 5.00% 1,191,846 1,191,846

SELF FUNDING LOANS 20,926 20,926

1,845,757 0 0 1,845,757

FINANCIAL LIABILITIES

CREDITORS 230,799 230,799

CASH FLOAT 10,000 10,000

LOANS SHORT TERM 6.98% 31,888 31,888

MEDIUM TERM 6.67% 344,738 344,738

LONG TERM 5.90% 1,616,538 1,616,538

272,687 344,738 1,616,538 2,233,963
