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HomeMy WebLinkAboutTexas Department of Transportation - Public Financial ReportTEXAS DEPARTMENT OF TRANSPORTATION Popular Annual Financial Report For the Fiscal Year Ended August 31, 2021 Table of Contents Popular Annual Financial Report - Fiscal Year 2021 | 1 We are pleased to submit the Popular Annual Financial Report (PAFR) of the Texas Department of Transportation (TxDOT) for the fiscal year ended Aug. 31, 2021. This PAFR is a representation of the Texas Annual Comprehensive Financial Report (ACFR) for the 2021 fiscal year. The PAFR contains information that has been carefully drafted to include most important information in an easy-to-understand manner. The goal of the PAFR is to keep both the residents and stakeholders of the state updated on the financial activities of the department. The financial summary analyzed in this report was taken from the audited Annual Comprehensive Financial Report of the Texas Department of Transportation. The ACFR was prepared in conformity with accounting principles generally accepted in the United States of America (GAAP), and independently audited by Crowe LLP. This summary report, however, remains unaudited. Both documents are available on TxDOT’s webpage at https://www.txdot.gov/ government/reports/finance.html. TxDOT Overview ..........................................................2 Organizational Structure and Management ................3 TxDOT at a Glance ......................................................4 2021 Major Initiatives: Texas Clear Lanes ..................5 2021 Major Initiatives: Operational Highlights ...........5 2021 Major Initiatives: Finance and Technology .........7 2021 Awards ..............................................................8 Economic Condition .................................................10 Funding Sources .......................................................11 Financial Summary: Management’s Discussion and Analysis ....................................................................13 Statement of Net Position ........................................14 Changes in Net Position ...........................................15 Government-wide Revenue and Expense Summary....17 Governmental Fund Highlights ..................................18 Short and Long-Term Assets .....................................20 Capital Assets ..........................................................20 Long-Term Debt ........................................................21 Future Financial Planning .........................................22 Definition of Terms ...................................................23 Marc D. Williams, P.E. Executive Director Stephen R. Stewart, CPA Chief Financial Officer Prepared by Financial Management Division of the Texas Department of Transportation Contact Us Telephone 512-463-8588 Address 125 East 11th Street Austin, TX 78701 Website txdot.gov TxDOT Overview Texas Department of Transportation As an agency of the state of Texas, and headquartered in Austin, TxDOT operates under the direction of an executive director and is governed by the five-member Texas Transportation Commission. TxDOT has the statutory responsibility to coordinate, plan, develop, and manage the operation of the state’s highway system, as well as manage grant funding for public transit, aviation, maritime operations, traffic safety, and other services. TxDOT’s activities cover 25 districts throughout the state; Abilene, Amarillo, Atlanta, Austin, Beaumont, Brownwood, Bryan, Childress, Corpus Christi, Dallas, El Paso, Fort Worth, Houston, Laredo, Lubbock, Lufkin, Odessa, Paris, Pharr, San Angelo, San Antonio, Tyler, Waco, Wichita Falls, and Yoakum. VALUES People: People are the Department’s most important customer, asset, and resource. The well-being, safety, and quality of life for Texans and the traveling public are of the utmost concern to the Department. We focus on relationship building, customer service, and partnerships. Accountability: We accept responsibility for our actions and promote open communication and transparency at all times. Trust: We strive to earn and maintain confidence through reliable and ethical decision-making. Honesty: We conduct ourselves with the highest degree of integrity, respect, and truthfulness. VISION A forward-thinking leader delivering mobility, enabling economic opportunity, and enhancing quality of life for all Texans. MISSION Connecting You With Texas. GOALS Deliver the Right Projects: Implement effective planning and forecasting processes that deliver the right projects on-time and on-budget. Focus on the Customer: People are at the center of everything we do. Foster Stewardship: Ensure efficient use of state resources. Optimize System Performance: Develop and operate an integrated transportation system that provides reliable and accessible mobility, and enables economic growth. Preserve our Assets: Deliver preventive maintenance for TxDOT’s system and capital assets to protect our investments. Promote Safety: Champion a culture of safety Value our Employee: Respect and care for the well-being and development of our employees. 2 | Popular Annual Financial Report - Fiscal Year 2021 Organizational Structure and Management The Texas Department of Transportation is governed by the five-member Texas Transportation Commission (TTC), and an Executive Director selected by the commission. Commission members serve overlapping six-year terms and are appointed by the governor with the advice and consent of the Texas Senate. The commission performs six major duties which include, planning and making policies, overseeing the design of highways, developing statewide transportation plans, awarding contracts, fostering the development of public transportation, and adopting rules for the operation of TxDOT. The Commission provides statutory oversight for our agency, where the Executive Director and senior administrators oversee TxDOT’s day to day operations. Transportation  Commission             Executive Director M. Williams Chief Engineer Hale Chief Administrative Officer  McMonagle Chief Financial Officer S. Stewart Director District Operations Allen Chief Information Officer Selissen Contract Services K. Stewart        Fleet Operations Pratt             Human Resources McMillan         Procurement Wood            Support Services B. Anderson Project Finance, Debt & Strategic Contracts Asher Financial Management Landry            Toll Operations  T. Johnson            Director Project  Development *Barth Director Engineering & Safety Operations Simmons El Paso Trevino          Fort Worth C. Johnson             HoustonPaul        Laredo D. Salazar      Lubbock Warren     LufkinMorris           Brownwood Rmeili              San Antonio Gallegos     Information TechnologySelissen            Alternative DeliveryVacant        Environmental Affairs Booher             Professional Engineering Proc. ServicesRodin            Right of Way Madsen           Transportation Programs*Barth             Bryan Bohne        Childress Lankford         AbileneAllbritton         Amarillo B. Johnson         Atlanta B. Williams     Austin Ferguson        Corpus Christi Olivarez             DallasBur             Bridge Bettis             Construction Milligan           OdessaSpeed           Paris  Paramanantham Tyler Webb          Beaumont Gonzalez          Pharr Alvarez         San Angelo Cowen            Waco Swiatek        Wichita FallsBeaver          Yoakum Horst            Deputy Executive Director Planning & Administration                   Hendrickson  Public Transportation Gleason Rail Davis MaritimeKalhagen  Occupational Safety S. Salazar       AviationHarmon                        Civil RightsBryant   Chief of Staff Griss  Chief Audit & Compliance Officer   Ybarra  Director Strategy & Innovation  D. Anderson Director Communications & Customer Service Kaufman Strategic Planning*D. Anderson      General CounselGraham  Research & Technology Implementation Pete       Communications Hallmark                           Travel Information   Henderson    Maintenance Stevenson            Materials & Tests Barborak Traffic Safety Chacon            *Interim Texas Department of TransportationEffective 12/22/2021  Deputy Executive Director  Program Delivery                  Barth Design Ramthun         Compliance Alexander                           Internal Audit Otto                             GovernmentAffairsHaddican      Director Planning & Modal Programs  Vacant Transportation Planning & ProgrammingButler  Popular Annual Financial Report - Fiscal Year 2021 | 3 J. Bruce Bugg Jr. Chairman Laura Ryan Commissioner Alvin New Commissioner Robert C. Vaughn Commissioner TxDOT at a Glance Full Time Equivalent (FTE) Positions by Job Function as of Aug 31, 2021 Job Function FTE Architecture 36 Civil Rights/Bus Opportunity 22 Engineering/Engr Support 3,972 Environment 163 Exec/Admin/Clerical/Legal 1,022 Finance/Accounting 209 General Servs/Contracts/Purch 535 Human Resources 148 Information Technology 179 Laboratory/Materials 195 Maint/Skilled Craft/Ferry Ops 4,899 Occupational Safety 83 Other 18 Plan/Aviation/Pub Trans/Legis 448 Right of Way 162 Travel/Public Information 166 Grand Total 12,257 Traffic and Toll Revenue - Toll Roads (Last Two Fiscal Years) 2020 2021 Annual Vehicle Transactions $302,596,110 $329,067,993 Annual Toll Revenue, Net $371,837,606 $346,545,218 Increase/Decrease ($48,381,673)($25,292,388) Toll Revenue Percentage Change (11.5)%(6.8)% Toll Rate per Transaction 1.23 1.05 Schedule of State-Owned Centerline Miles (Last Two Calendar Years) 2020 2021 Interstate highways 3,459 3,463 U.S.highways 11,852 11,860 State highways 16,404 16,420 Farm or Ranch to Market roads 40,853 40,857 Frontage roads 7,685 7,769 Park roads 352 351 Total Miles 80,606 80,720 Schedule of Rated Lane Miles Conditions (Last Two Fiscal Years) 2020 2021 Total Lane Miles 198,700 201,225 Rated Lane Miles 197,188 200,030 Good or Better Lane Miles 175,094 178,643 % Good or Better Lane Miles 88.8%89.3% % Change from Prior Year 1.9 % 2.0% TxDOT Construction Projects in Progress (and/or Starting Soon) District Projects Estimated Cost Abilene 286 $316,172,642  Amarillo 248 $722,483,012  Atlanta 433 $401,449,667  Austin 316 $2,579,104,060  Beaumont 295 $1,500,893,971  Brownwood 248 $214,082,646  Bryan 450 $846,593,733  Childress 80 $97,370,475  Corpus Christi 281 $1,698,779,826  Dallas 494 $4,464,701,708  El Paso 245 $1,271,306,341  Fort Worth 322 $1,542,866,050  Houston 434 $5,552,966,838  Laredo 139 $506,378,674  Lubbock 232 $468,623,631  Lufkin 256 $549,913,394  Odessa 179 $935,143,221  Paris 403 $512,424,830  Pharr 318 $1,038,601,891  San Angelo 196 $310,289,853  San Antonio 415 $4,070,539,776  Tyler 299 $389,926,096  Waco 232 $854,553,455  Wichita Falls 249 $462,650,011  Yoakum 440 $1,279,936,638 Totals 7,490 $32,587,752,439 4 | Popular Annual Financial Report - Fiscal Year 2021 Popular Annual Financial Report - Fiscal Year 2021 | 5 2021 Major Initiatives: Texas Clear Lanes The Texas Clear Lanes is a statewide strategic plan to provide congestion relief through non‐tolled roads and is focused on five major metropolitan areas: Austin, Dallas, Fort Worth, Houston, and San Antonio. Representing over 65 percent of the state’s population, these areas are also home to 92 of the “Top 100” most congested roadway segments in the state. Here are some major fiscal 2021 Texas Clear Lane Program successes: Phase I of the IH 35E Clear Lanes Project between IH 30 and Oak Lawn Avenue in Dallas, was completed in 2021. This added new collector‐distributor lanes next to IH 35E to maintain traffic flow on the mainland. TxDOT broke ground on the Oak Hill Parkway in the Austin District. The design added frontage roads, flyovers, and paths for bicyclists and pedestrians. 2021 Major Initiatives: Operational Highlights Road to Zero The Texas Transportation Commission has set a goal of zero crash fatalities by 2050, with a starting goal of cutting fatalities in half by 2035. With an additional allocation of $300 million toward roadway safety improvements in 2021. TxDOT will continue investing in the best engineering practices to make roads safer, address safety education, and assist in the enforcement and safety awareness programs. Amid Global Pandemic, Other Challenges, TxDOT Continues to Execute on Projects Statewide. Despite the global pandemic in 2021, TxDOT has continued with its momentum, and currently has $24 billion worth of projects under construction statewide. The Commission also awarded an extra $600 million toward safety improvements in addition to the safety components and dollars already committed to every project. IH 635/SH 121 Interchange Project in the Fort Worth District was completed six months ahead of schedule. Providing immediate traffic relief by adding new lanes, widening bridges, and adding direct connectors for FM 2499 and SH 26. 6 | Popular Annual Financial Report - Fiscal Year 2021 Facilities Master Plan Within the fiscal year of 2021, TxDOT started the 4th year of its 10-year Facilities Master Plan. TxDOT completed 72 statewide security upgrades and went to contract on 24 additional security projects at its buildings around the state. It completed 12 capital repair projects and scheduled 10 more for large building renovations. TxDOT finished building new area engineer and maintenance offices in Rockport and Kaufman. It has designed and contracted 14 more buildings throughout the state. Service Concession Arrangements As of Aug. 31, 2021, TxDOT has entered into ten agreements that are classified as service concession arrangements (SCA) under the definition established by the Governmental Accounting Standards Board. An SCA is an arrangement between TxDOT and an operator with the following benefits:  Improve mobility by expanding existing road capacity and introducing managed toll lanes, traditional toll lanes and other strategies aimed at reducing traffic congestion.  Enable TxDOT to deliver these projects faster than would be possible using traditional funding sources.  Shift the majority of the financial risk to the operator. TxDOT may enter into SCAs with both public and private operators. At the end of these arrangements, operations and maintenance of the projects will transfer to TxDOT. The state of Texas retains ownership rights and title to all assets associated with an SCA. The following table summarizes the status, term and duration of each currently active SCA as of Aug. 31, 2021. Transit Funding With help from federal COVID-19 relief funding, the Texas Transportation Commission approved $89 million in transit funding at its June 2021 meeting. It was the largest amount of funding at one time for transit agencies across the state. This funding supports equitable, reliable transit services that are an essential part of life for many people across Texas. These funds support rural and urban transit services in over 96 percent of the state’s land area, serving 41 percent of the state’s population.  State funds: $35 million  Federal funds: $54 million These funds also included over $7 million for selected public transportation projects that address the needs of seniors and individuals with disabilities. There were 39 projects across the state selected in a competitive process to receive funding, including:  Valley Metro in the Lower Rio Grande Valley  Spartan Public Transportation in the Levelland area  South East Texas Regional Planning Commission in the Beaumont area Service Concession Arrangements as of August 31, 2021 Arrangement Name Construction Status Term of Concession Concession Begin Concession End IH 10 "Katy Managed Lanes"Complete 46 years 2010 2055* SH 130 Segments 5 and 6 Complete 50 years 2012 2062 SH 121 Concession Complete 50 years 2009 2059 North Tarrant Exp Seg 1 and 2-West Complete 52 years 2009 2061 North Tarrant Exp Seg 3A and 3B Complete 52 years 2009 2061 LBJ/IH-635 Managed Lanes Complete 52 years 2009 2061 Grand Parkway Seg D, E, F1, F2, G Complete 40 years 2013 2053* Grand Parkway Seg H - I Under Construction 36 years 2018 2053* SH 288 Complete 52 years 2016 2068 North Tarrant Exp Seg 3C Under Construction 42 years 2019 2061 * Estimated. Concession period extends until Harris County/GPTC is fully reimbursed for costs of construction and debt service. Popular Annual Financial Report - Fiscal Year 2021 | 7 2021 Major Initiatives: Finance and Technology ITD Initiatives Here are a handful of accomplishments the Information Technology Division has realized in fiscal 2021. TxDOTCONNECT TxDOTCONNECT is a custom‐built, web‐based application to automate the delivery of the agency’s transportation programs by modernizing and standardizing systems that support portfolio/program management, project management, letting management, and Right of Way. The application will replace up to 40 legacy systems which will reduce the number of systems, manual processes, and system maintenance costs. TxDOT launched the system in early 2019. Since that initial release, TxDOT has achieved tremendous success by deploying three additional releases in the fiscal year 2021. TxDOT Cyber Security Operations Center TxDOT has established a 24/7 Cyber Security Operations Center that provides security monitoring and incident handling for all TxDOT network environments. On average this has led to the team detecting and responding to over 30 million potential attacks against TxDOT monthly. Bandwidth Upgrade All District Office locations have been upgraded to at least 1G bandwidth speeds. There are 72 percent of offices identified in Sweep 1 that have been upgraded as well. Many Maintenance Offices have been upgraded to 40M which is four to eight times the bandwidth their site once had. Quality of Service and Class of Service updates have also been enabled to prioritize voice and data traffic. TxDOT Geospatial Portal  Emergency Response Application delivers TxDOT vehicle locations, weather, and road conditions to emergency operations staff for a better response during weather events.  Bridge Incident suite is used by bridge inspectors to collect details in the event of any accidents or damages to bridges.  Guardrail Inspection suite is used by maintenance crews to inventory guardrails throughout the state, and record/fix any deficiencies.  The nighttime Inspection suite allows crews to collect roadway assets that may have lost reflectivity and mark them for repair.  Project Punchlist is used by construction inspection teams to report any deficiencies in closing projects. TxDOT Tollway Back Office Project On November 17, 2020, TxDOT began transition activities from Conduent’s Vector Back Office System to the new TxDOT Back Office System. This transition has required interruptions to customer service activities including delayed reconciliation of electronic toll collections (ETC) transactions through the new TxDOT Back Office System, statement processing, pay by mail (PBM) billing and escalations of past due transactions. All delays in the reconciliation of ETC transactions attributable to the transition have been substantially resolved. Though TxDOT terminated its remaining contract with IBM in August 2021, effective November 29, 2021, overall system improvements have been realized in Fiscal Year 2022, as TxDOT continues to work with new contracted technology service providers to optimize results of the back office system. 8 | Popular Annual Financial Report - Fiscal Year 2021 2021 Awards 2021 Transportation Short Course The 2021 Transportation Short Course was the 95th such meeting in the Texas Department of Transportation’s history. Both TxDOT and the Texas A&M Transportation Institute (TTI) are proud of this long-standing record of collaboration and cooperation. Over the years, the Short Course has provided a unique opportunity to exchange important technical information that improves transportation in Texas. Big 5 Awards TxDOT recognized outstanding achievements with the Big 5 Awards during the opening session of the 95th Annual Transportation Short Course. Financial Management Initiatives Below is a summary of the major technology enhancements the Financial Management Division has invested in during fiscal 2021. E-invoicing FIN is implementing an e-Invoicing solution to scan and capture invoicing information into PeopleSoft using automation and minimizing manual effort. The solution streamlines the invoice lifecycle, saving time and money. The e-Invoicing solution will provide better visibility into account payables and AP workflow, improve processing by using automation rather than the manual steps to ingest, match receipts and process invoices for payment. In addition, the solution will reduce payment delays, processing time and penalty interest payments. My Wallet The Financial Management Division (FIN) has implemented a new payment card solution, known as My Wallet in PeopleSoft. This system replaces the previous web application, the Payment Card System (PCS), and will be used by cardholders to submit payment card transaction documentation to FIN for payment. This new solution was implemented on January 14, 2022. My Wallet is a significant improvement from PCS, as it is part of the familiar PeopleSoft system and helps to consolidate financial transactions into our financial system, PeopleSoft. Coding validation, auto-population of data, more robust reporting, system interfaces and mobile accessibility are a few of the improvements. Claims Automated Recovery System (CARS) The Financial Management Division (FIN) is implementing a damage claim solution, known as the Claims Automated Recovery System (CARS), to identify, document, and track damage to department property throughout the collection process. The solution will allow the automated (e.g. from Crash Records Information System) or manual collection of incident information statewide in one system and reduce or eliminate many manual processes currently performed. FIN Forecasting The Financial Management Division is in the process of procuring a more capable, modernized, cloud-based cash forecasting solution with on-going support to replace a proprietary system of more limited functionality and at the end of its life cycle. The new system will replace a mixture of application-based and Excel-based forecasting, allow for the development of multiple scenarios, enhance reporting capabilities, automate manual processes, integrate with data sources, eliminate the need for a legacy mainframe process, and have more scalability. Procurement, development, and implementation are taking place during fiscal year 2022. E-INVOICING Popular Annual Financial Report - Fiscal Year 2021 | 9 The Raymond E. Stotzer Jr. Award Rhonda Branecky, Statewide Programs Director, Support Services Division Russell H. Perry Award Dr. C. Michael Walton, Professor Emeritus of Civil Engineering, University of Texas at Austin The Dewitt C. Greer Award John Hudspeth, Director of Transportation Planning and Development, Dallas District Gibb Gilchrist Award Mike Arellano, Deputy District Engineer, Austin District Luther DeBerry Award Ugonna Ughanze, Director of Transportation Operations, Houston District Extra Mile Awards The Extra Mile Awards are presented to TxDOT workers who have helped save a life or prevented a situation from becoming life-threatening, either while performing their TxDOT duties or on their own time. Randal Reid - Facilities Coordinator, Abilene District Tyler Scott and Derek Wolf - General Transportation Technicians, Austin District Professional Financial Awards The Government Finance Officers Association (GFOA) has awarded TxDOT with the Certificate of Achievement for Excellence in Financial Reporting each year, since 2019, for its Annual Comprehensive Financial Report (ACFR). In addition, TxDOT has prepared, for the first time, this Popular Annual Financial Report (PAFR), the highest standard for the preparation and issuance of state and local government popular reports and will submit this document to GFOA for consideration of the Outstanding Achievement in Popular Annual Financial Reporting award. Economic Condition Due to the pandemic, economic realities in fiscal 2021 presented government entities, including state transportation departments, with challenges. The National and Texas’ economy was interrupted in the spring of 2020 because of a global pandemic, and this resulted in many citizens that were not serving in critical functions being asked to shelter in place. The economy rebounded some in fiscal 2021, leading to consumers being more optimistic about the economy than they were in the year 2020. However, consumers remain cautious. The unemployment rate in Texas has decreased from 7.7 percent to 5.6 percent. The median annual household income increased from $74,500 in the year 2020 to $75,100 in 2021. Population (Thousands) 2020 2021 Texas 29,395 29,678 Percent Changes 1.2%1.0% U.S.331,546 332,002 Percent Changes 0.3%0.1% Total Personal Income (Millions) 2020 2021 Texas 1,610,182 1,708,727 Percent Changes 5.1%6.1% U.S.19,727,922 21,029,522 Percent Changes 6.3%6.6% Per Capita Income 2020 2021 Texas 54,777 57,576 Percent Changes 3.9%5.1% U.S.59,503 63,342 Percent Changes 6.0%6.5% Nonfarm Employment (Thousands) 2020 2021 Texas 12,267 12,632 Percent Changes (4.3%)3.0% U.S.142,252 146,372 Percent Changes (5.7%)2.9% Unemployment Percentage Rate 2020 2021 Texas 7.7% 5.6% U.S.8.1%5.4% Employment by Industry Goods-Producing 2020 2021 Natural Resources and Mining 192 186 Construction 736 729 Manufacturing Durables 552 543 Nondurables 317 322 Total, Good-Producing 1,797 1,780 Service-Providing 2020 2021 Trade, Transportation, and Utilities Wholesale Trade 590 601 Retail Trade 1,279 1,320 Transportation and Warehousing 549 585 Utilities 52 51 Information 198 205 Financial Activities Finance and Insurance 585 589 Real Estate and Rental and Leasing 219 225 Professional and Business Services Professional, Scientific and Technical 833 866 Management, Administrative and Support 927 986 Educational and Health Services Educational Services, Private 208 218 Health Care and Social Assistance 1,489 1,510 Leisure and Hospitality 1,178 1,312 Other Services 398 417 Government Federal Civilian 215 211 State and Local 1,750 1,756 Total, Service-Providing 10,470 10,852 Total Nonfarm Employment 12,267 12,632 10 | Popular Annual Financial Report - Fiscal Year 2021 Popular Annual Financial Report - Fiscal Year 2021 | 11 Funding Sources The State Highway Fund, commonly referred to as Fund 6, is TxDOT’s primary funding source. This fund receives state revenues in the form of taxes and fees. The state constitution dedicates most of these state taxes and fees to fund the acquisition of right-of-way, construction, and maintenance of public roadways. State motor vehicle fuels tax revenue and vehicle registration fees make up the greatest share of traditional, constitutionally dedicated State Highway Fund dollars. TxDOT funds its rail projects, public transportation, aviation services, and gulf waterway improvements with non-constitutionally dedicated revenues and federal funds. Traditional Funding  State Motor Vehicle Fuels Tax - 20 cents per gallon total, 25 percent (5 cents) goes to Available School Fund.  Federal funding - Federal funds account for approximately one-third of the revenue deposited into the State Highway Fund. The state General Appropriations Act (GAA) includes federal funds in TxDOT’s budget as estimated reimbursements for payments on projects that meet certain federal requirements.  Vehicle Registration Fees.  Other, smaller revenue amounts such as lubricant sales taxes, permit fees for special vehicles, and interest on certain funds.  Local project participation funds. Non-traditional Funding  Proposition 1: A portion of existing oil and natural gas production taxes is divided evenly between the Economic Stabilization Fund and the State Highway Fund. This fund may only be used for constructing, maintaining, and acquiring rights-of-way for public roadways other than toll roads.  Proposition 7: A portion of the revenue from the state sales and use tax, and motor vehicle sales and rental tax is dedicated to the State Highway Fund. These funds may be used for the construction, maintenance, and acquisition of right-of-way for public roadways other than toll roads.  Regional toll revenue and revenue from Comprehensive Development Arrangements.  State Infrastructure Bank loan repayments and interest - Texas’ State Infrastructure Bank (SIB) is a revolving fund that allows local government entities to borrow money for the costs of certain transportation projects at favorable terms.  Revenues that are dedicated by the Texas Constitution to fund public roadway projects. 10 Texas Transportation Funding for Fiscal Years 2020-2021 TxDOT created Figure 5 as a guide to clarify the funding restrictions associated with each of its state funding sources and financing tools. Figure 5 is useful in discussions related to non-highway state transportation needs such as aviation projects, capital funding for ports, rail, and public transportation. Statutorily Authorized Uses of Funding Streams 1. State Highway Fund-Dedicated includes state motor fuel and lubricant taxes and motor vehicle registration fees. It also includes federal reimbursements that are not reflected in the above grid as a small amount of them may at times be used for other modes of transportation. 2. Proposition 12 bond proceeds may be used to provide funding for highway improvement projects with no distinction between tolled and non-tolled highways. 3. Texas Mobility Fund revenues in excess of funds required to pay Texas Mobility Fund debt service are prohibited to pay for toll expenditures as part of 2015 legislation. 4. The Texas Constitution allows for the use Texas Mobility Fund bond proceeds to develop and construct state highways, “to provide participation by the state in the payment of a portion of the costs of constructing and providing publicly owned toll roads and other public transportation projects.” “Other public transportation projects” is undefined and therefore may be available for more types of transportation projects than what are listed here. 5. “State Highway Fund—Non-Dedicated” includes limited revenue sources. An annual transfer of approximately $150 million goes to the Texas Emissions Reduction Program (TERP) Fund. 6. Regional Subaccount funds may only be used for transportation, highway, and air quality projects as defined by Section 228.001, Transportation Code, in the region where the project from which those funds were derived is located. The revenues are deposited in the State Highway Fund but are not dedicated by the Texas Constitution. Non-Tolled Highways Tolled Highways Rail − Passenger Rail − Freight Transit Aviation Ports Proposition 1 Funds i Proposition 7 Funds i State Highway Fund − Dedicated 1 i i Proposition 14 Bonds i i Proposition 12 Bonds 2 i i Texas Mobility Fund − Revenue 3 i i i Texas Mobility Fund (TMF) −Bond Proceeds 4 i i i i State Highway Fund −Non-Dedicated 5 i i i i i i i Regional Subaccounts 6 i i i i i i i FU N D I N G S O U R C E Texas Mobility Fund, Proposition 14, and Proposition 12 bond programs are unavailable or suspended. TEXAS TRANSPORTATION FUNDING: FISCAL YEARS 2022-2023 7 www.txdot.gov • Government Affairs Division FUNDING SOURCE PROJECT TYPE Highways (Non − Tolled) Highways (Tolled) Rail (Passenger) Rail (Freight) Transit (Public) Aviation (Public) Ports (Outside Gates) Ports (Inside Gates) Proposition 1 Funds i Proposition 7 Funds i State Highway Fund (Dedicated)1 i i Texas Mobility Fund2 i i i i i State Highway Fund (Non-Dedicated)3 i i i i i i i General Revenue4 i i i i i i i i TxDOT created the following chart to assist with identifying some of the limitations and available uses of its multiple funding sources. Non-constitutionally dedicated State Highway Fund revenues are fully committed and unavailable for new purposes without impacting the current uses noted above. STATUTORILY AUTHORIZED USES OF FUNDING STREAMS Figure 5 1. State Highway Fund (Dedicated) includes traditional sources of funding dedicated by the Texas Constitution and consists of state motor fuel and lubricant taxes, motor vehicle registration fees, and interest earned on dedicated deposits. It also includes federal reimbursements that are not reflected in the above grid, as a small amount of these federal funds may at times be used for other modes of transportation. 2. The Texas Constitution allows for the use of Texas Mobility Fund revenues and bond proceeds to develop and construct state highways and other public transportation projects. 3. State Highway Fund (Non-Dedicated) includes very limited revenue sources that are designated by statute but not the Texas Constitution. These limited revenue sources are further constrained by an annual, statutorily required transfer of approximately $150 million, which backfills the Texas Mobility Fund’s loss of Certificate of Title Fees. Many multimodal transportation services have received level funding for decades because of the limited availability of non-constitutionally dedicated funds. 4. State general revenue can be used on all forms of multimodal transportation in order to pay for exceptional items or legislative directives where other revenues are unavailable due to restrictions or have already been fully obligated. Infrastructure Investment and Jobs Act (IIJA) The $1.2 trillion Infrastructure Investment and Jobs Act was signed into law by President Biden on Nov. 15, 2021 as Public Law 117-58 to improve the country’s roads, bridges, pipes, ports, and broadband internet connections. Based on formula funding, the entire state of Texas expects to receive $35 billion. TxDOT’s portion of this funding is approximately $28.5 billion. The IIJA will provide TxDOT with federal funding over the next five years. Designates I-14 from Texas to Georgia as a High Priority Corridor as Future Interstate  Per amendment offered by Senator Cruz and Senator Warnock (D-GA). Two New Funding Categories (Apportionments within the Highway Program) 1. Carbon Reduction Program:  $6.42 billion over 5 years distributed via formula for all states (Texas: $642M over 5 years).  Requires states to develop a carbon reduction strategy within two years.  Makes the reduction of transportation emissions an eligible use under all apportioned funding categories to states. 2. Promoting Resilient Operations for Transformative, Efficient, and Cost-saving Transportation (PROTECT) Program:  $7.3 billion over 5 years distributed via formula to all states (Texas: $792M over 5 years).  Funds apportioned to a state for the PROTECT program must be obligated for resilience improvements, community resilience and evacuation routes, and at-risk coastal infrastructure.  Of note, there is also $1.4 billion over five years for competitive discretionary grants for the PROTECT Program. Nationwide Supplemental Bridge Funding $27.5 billion over 5 years for a bridge replacement, rehabilitation, preservation, protection, and construction program, to be distributed annually in equal amounts.  Formula distribution for this program is more favorable to Texas than prior formulas. Largest New Discretionary Grant Programs: Five Year Nationwide Totals  $9.235 billion for Bridge Investment Program grants.  $7.5 billion for RAISE grants.  $5 billion for National Infrastructure Project Assistance (Megaprojects) grants.  Allows for single-year or multi-year grant agreements for large surface transportation projects in various modes. Estimated Total Funds for Texas Over Five Years (FY22-FY26) Highway Contract Authority $26.893 billion General Fund Advanced Appropriations $945 million* Rural Transit $450 million General Aviation Airports $173 million Ferry Boats and Terminals $35 million Total $28.5 billion Annual FY Average $5.7 billion * EV Charging Stations: $407.8 million; Bridge Replacement and Rehabilitation: $537.2 million Source: Government Affairs Division, Federal Affairs Section 12 | Popular Annual Financial Report - Fiscal Year 2021 Estimated TxDOT funding through IIJA (FY22-FY26) Popular Annual Financial Report - Fiscal Year 2021 | 13 Financial Summary: Management’s Discussion and Analysis TxDOT’s Reporting Entity TxDOT is an agency of the state of Texas and is charged with developing and maintaining a statewide multimodal transportation network and other transportation related duties. The Texas Transportation Commission (the Commission), the governing body of TxDOT, has the authority to commit TxDOT to various legal agreements. The financial activities of TxDOT, which consist of both governmental and proprietary activities, are reported under the transportation function in the state of Texas Annual Comprehensive Financial Report (ACFR). The Commission is authorized by Transportation Code Chapter 431 to create Texas transportation corporations to perform functions normally undertaken by TxDOT. As of fiscal 2021, two transportation corporations, the Texas Private Activity Bond Surface Transportation Corporation (TxPABST) and the Grand Parkway Transportation Corporation (GPTC), are reported as blended component units because TxDOT exercises sufficient authority over the assets, operations and management of such entities to warrant their inclusion. Even though Texas transportation corporations are a part of the TxDOT reporting entity, the state is not liable for debts of these corporations, nor entitled to the assets of these corporations. What is included in TxDOT’s Annual Comprehensive Financial Report (ACFR)? Each year, in addition to this popular version of the annual report, TxDOT produces an Annual Comprehensive Financial Report (ACFR). The ACFR is prepared using a reporting combination of both government-wide financial statements and fund financial statements. These financial statements consist of three major components:  Government-wide financial statements include the Statement of Net Position and the Statement of Activities which provide a broad, long-term overview of TxDOT’s finances.  Fund financial statements include the balance sheet and statement of revenue, expenditures, and net changes in fund balances. They provide a greater level of detail of revenues and expenditures and focus on how well TxDOT has performed in the short term in the most significant funds.  Notes to the basic financial statements. Financial data contained in this report is presented in conformity with Generally Accepted Accounting Principles (GAAP). TxDOT’s government funds use the modified accrual basis of accounting. What is the Management’s Discussion and Analysis (MD&A)? In the MD&A section of TxDOT annual report, management discusses numerous aspects of the organization, both past and present. Among other details, the MD&A provides an overview of the previous year of operations and how TxDOT fared in that time period. Management also touches on the upcoming year, outlining future goals and approaches to new projects. Financial Highlights  TxDOT was awarded a total of $997.2 million of COVID-19 federal funds within the 2021 fiscal year. This is the cumulation of relief funding received as a result of the Congress’ response to the pandemic.  TxDOT received a total of $2.5 billion in Proposition 7 funds for state sales and use taxes during fiscal 2021. In July 2021, the department also received $237.7 million of additional Proposition 7 funds for the state motor vehicle sales and rental tax revenue.  The largest revenue source earned in 2021 was from taxes with a total of $7.1 billion. This was followed by operating grants and contributions with $4.4 billion.  In fiscal 2021, operating grants and contributions decreased by $1.5 billion compared to fiscal 2020. The primary reason for the decrease was the application of Implementation Guide 2019-1. After implementation in fiscal 2021, a lower amount of federal revenue was recognized in fiscal 2021 due to eligibility requirements not being met. 14 | Popular Annual Financial Report - Fiscal Year 2021 Statement of Net Position The statement of net position presents all of TxDOT’s assets, deferred outflows of resources, liabilities, and deferred inflows of resources, with the difference reported as the net position. TxDOT’s fiscal year runs from September 1st through August 31st. Over time, increases or decreases in TxDOT’s net position may be an indication of whether the financial situation of TxDOT is improving or deteriorating. TxDOT’s statement of net position for fiscal years ending August 31, 2020-2021 is shown in the chart below. Statement of Net Position (Thousands) Governmental Activities Business-type Activities Total 2020 2021 2020 2021 2020 2021 Assets ($)($)($)($)($)($) Assets Other Than Capital Assets 12,612,479 12,622,515 5,409,569 5,099,660 18,022,048 17,722,175 Capital Assets 119,334,168 127,452,466 3,046,076 3,071,895 122,380,244 130,524,361 Total Assets 131,946,647 140,074,981 8,455,645 8,171,555 140,402,292 148,246,536 Deferred Outflows of Resources 1,418,063 1,592,425 210,152 202,429 1,628,215 1,794,854 Liabilities Current Liabilities 3,668,103 3,610,904 293,090 217,251 3,961,193 3,828,155 Non-current Liabilities 19,824,904 20,177,480 8,069,279 8,036,793 27,894,183 28,214,273 Total Liabilities 23,493,007 23,788,384 8,362,369 8,254,044 31,855,376 32,042,428 Deferred Inflows of Resources 12,653,604 12,871,239 27,852 26,460 12,681,456 12,897,699 Net Position Net Investment in Capital Assets 92,952,167 102,426,873 718,364 752,563 93,670,531 103,179,436 Restricted 8,298,396 8,642,379 405,876 430,666 8,704,272 9,073,045 Unrestricted (4,032,464)(6,061,469)(848,664)(1,089,749)(4,881,128)(7,151,218) Total Net Position 97,218,099 105,007,783 275,576 93,480 97,493,675 105,101,263 The change in net position of governmental activities was $7.9 billion compared to $7.7 billion in fiscal 2020. $11.5 billion of operating grants and contributions and taxes contributed to 89.7 percent of total revenues of $12.8 billion. As at the end of the 2021 fiscal year TxDOT had $130.5 billion in net capital assets, an $8.1 billion, or 6.7 percent increase over fiscal 2020. Popular Annual Financial Report - Fiscal Year 2021 | 15 TxDOT’s overall net position increased 7.8 percent or $7.6 billion from the prior fiscal year. The three components of net position are: Net Investment in Capital Assets The most significant portion of net position (97.5 percent or $103.2 billion) is invested in capital assets. Capital assets are long-lived in nature and cannot be used to liquidate liabilities. TxDOT’s investment in capital assets is reported net of related debt. Restricted Net Position This portion of net position (8.6 percent or $9.1 billion) is restricted, representing funds that are limited to construction activities, payment of debt, or specific programs by law. Unrestricted Net Position The remaining portion of net position is unrestricted, representing resources not required to be reported in the other two components of net position. TxDOT had a deficit unrestricted net position balance of $7.2 billion in fiscal 2021 since the combined balance in the Net Investment in Capital Assets and Restricted components of net position exceeded the total net position. A two-year representation of TxDOT’s net position balances is presented below. TxDOT Total Net Position (Thousands) $(20,000,000) $- $20,000,000 $40,000,000 $60,000,000 $80,000,000 $100,000,000 $120,000,000 Net Investment inCapital Assets Restricted Unrestricted Total Net Position TxDOT Total Net Position (Amounts in Thousands) 2020 2021 Changes in Net Position The statement of activities shows how TxDOT’s net position changed during the year reported, and shows total revenues earned and expenses incurred. When revenues exceed expenses, TxDOT’s net position increases. If expenses were to exceed revenues, net position would decrease. In 2021, TxDOT’s revenues exceeded expenses by $7.7 billion. Changes in Net Position (Thousands) Governmental Activities Business-type Activities Total 2020 2021 2020 2021 2020 2021 Revenue Program Revenues:($)($)($)($)($)($) Charge for Services 1,141,243 1,126,044 403,001 377,117 1,544,244 1,503,161 Operating Grants and Contributions 5,900,935 4,421,479 46,998 9,364 5,947,933 4,430,843 Capital Grants and Contributions 36,284 55,201 0 0 36,284 55,201 Total Program Revenues 7,078,462 5,602,724 449,999 386,481 7,528,461 5,989,205 General Revenues: Appropriations 17,187 457 0 0 17,187 457 Taxes 6,011,483 7,067,231 0 0 6,011,483 7,067,231 Unrestricted Investment Earnings 140,906 86,437 0 0 140,906 86,437 Settlement of Claims 34,147 43,473 0 18 34,147 43,491 Gain on Sale of Capital Assets 18,514 0 0 0 18,514 0 Other General Revenues (325)2,240 0 0 (325)2,240 Total General Revenues 6,221,912 7,199,838 0 18 6,221,912 7,199,856 Total Revenues 13,300,374 12,802,562 449,999 386,499 13,750,373 13,189,061 Expenses Transportation 6,980,791 6,463,062 593,048 607,471 7,573,839 7,070,533 Total Expenses 6,980,791 6,463,062 593,048 607,471 7,573,839 7,070,533 Excess (Deficiency) Before Special Items and Transfers 6,319,583 6,339,500 (143,049)(220,972)6,176,534 6,118,528 Transfers - Internal Activities (29,457)(38,876)0 0 0 0 Transfers - Other State Agencies 1,438,006 1,583,581 29,457 38,876 1,438,006 1,583,581 Change in Net Position 7,728,132 7,884,205 (113,592)(182,096)7,614,540 7,702,109 Net Position, Beginning Balance 89,489,967 97,218,099 389,168 275,576 89,879,135 97,493,675 Change in Accounting Principle*0 (94,521)0 0 0 (94,521) Net Position, September 1, 2020, as Restated 89,489,967 97,123,578 389,168 275,576 89,879,135 97,399,154 Net Position, Ending Balance 97,218,099 105,007,783 275,576 93,480 97,493,675 105,101,263 Total business-type revenues decreased by $63.5 million or 14.1 percent from $450.0 million in fiscal 2020 to $386.5 million in fiscal 2021. This was primarily due to a reduction in toll revenues from processing and billing delays relating to Pay by Mail toll transactions occurring after conversion to TxDOT’s new toll back office system in fiscal 2021. 16 | Popular Annual Financial Report - Fiscal Year 2021 Popular Annual Financial Report - Fiscal Year 2021 | 17 Government-wide Revenue and Expense Summary Revenues TxDOT earned program revenues of $6.0 billion and general revenues of $7.2 billion, for total revenues of $13.2 billion. In 2021, the largest revenue source in TxDOT’s Governmental Activities was taxes, representing 55.3 percent of all revenue collected. In Business- Type activities, Charges for Services was the largest component of revenue, representing 97.6 percent of all revenues collected. The following charts detail the revenue breakdown by component for both Governmental and Business-Type activities. Expenses At the government-wide level, all expenses are presented as transportation expenses for a total of $13.4 billion. The charts that follow present a year over year comparison of TxDOT’s government-wide revenues and expenses, governmental fund expenditures, and proprietary fund expenses. $450 $0 $450 $593 $386 $0 $386 $607 Program Revenues General Revenues Total Program &General Revenues Expenses ) Fiscal 2020 Fiscal 2021 $7,078 $6,222 $13,300 $6,981 $5,603 $7,200 $12,803 $6,463 Program Revenues General Revenues Total Program &General Revenues Expenses Fiscal 2020 Fiscal 2021 Charges for Services97.6% Operating Grants and Contributions 2.4% Revenues by Source: Business-Type ActivitiesFor the Fiscal Year Ended August 31, 2021 Charges for Services8.8% Operating Grants and Contributions34.5% Capital Grants and Contributions0.4%Appropriations 0.0% Taxes55.3% Other General Revenues 1.0% Revenues bySource: Governmental ActivitiesFor the Fiscal Year Ended Revenues by Source: Governmental Activities For the Fiscal Year Ended August 31, 2021 Revenues by Source: Business-Type Activities For the Fiscal Year Ended August 31, 2021 Expenses and Revenues: Governmental Activities For the Fiscal Years August 31, 2021 and 2020 (Millions) Expenses and Revenues: Business Activities For the Fiscal Years August 31, 2021 and 2020 (Millions) 18 | Popular Annual Financial Report - Fiscal Year 2021 Governmental Fund Highlights Governmental Funds The focus of TxDOT’s governmental funds financial statements is to provide information on how money flows into and out of the funds, and amounts remaining at year-end for future spending. TxDOT has two major governmental funds: the State Highway Fund and the Texas Mobility Fund. TxDOT’s governmental funds reported a combined ending fund balance of $8.8 billion on Aug. 31, 2021, most of which is allocated to restricted capital projects.  State Highway Fund - The State Highway Fund is TxDOT’s main operating fund. Overall, the fund balance for the State Highway Fund on Aug. 31, 2021 was $8.0 billion. Total revenues increased by $26.7 million, or 0.2 percent, to $12.2 billion in fiscal 2021. 97.6 percent of the total revenue included $6.7 billion of taxes and $5.2 billion of federal revenue. $9.0 million capital outlay expenditures contributed to 71.2 percent of overall SHF’s expenditures in fiscal 2021. Changes in fund balance was $575.3 million in fiscal 2021, an increase of $485.2 million from fiscal 2020. Fund balance increased due to a tax revenue increase of $197.6 million during fiscal 2021, after a rebound in motor fuels tax collections from the COVID-19 pandemic. In addition, transportation expenditures decreased by $724.0 million due to a budget reduction for maintenance contracts. The reduction was offset with an increase in budget for construction contracts, and capital outlay increased by $318.3 million in fiscal 2021 as a result.  Texas Mobility Fund - The Texas Mobility Fund operates as a revolving fund to provide a method of financing construction, reconstruction, acquisition and expansion of state highways and other transportation projects. The fund balance for the Texas Mobility Fund on Aug. 31, 2021, was $389.2 million, an increase of $63.2 million or 21.3 percent, from $321.0 million on Aug. 31, 2020. Change in fund balance was $68.2 million in fiscal 2021 compared to negative $89.6 million in fiscal 2020, a 176.1 percent increase over the fiscal year. Due to the decrease in construction Taxes52% Federal Revenues41% Licenses, Fees and Permits4% Interest & Investment Income1% Sales of Goods and Services2% Governmental Fund Revenue Percentages $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 2020 2021 TxDOT Governmental Fund Revenues by Source (Amounts in Thousands) Legislative Appropriations Taxes Federal Revenues Licenses, Fees and Permits Interest & Investment Income Net Increase (Decrease) Fair Value Land Income Settlement of Claims Sales of Goods and Services Other Revenues Governmental Fund Revenues by Source (Thousands) $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 $10,000,000 2020 2021 Governmental Fund Expenditures by Use (Amounts in Thousands) Transportation Capital Outlay Debt Service Expenditures Governmental Fund Expenditures by Use (Thousands) Popular Annual Financial Report - Fiscal Year 2021 | 19 project expenditures receiving mobility fund dollars, capital outlay expenditures decreased by $55.6 million or 33.2 percent. A total of $522.9 million of revenues were collected for the fund. The major revenue sources were licenses, fees, and permits, which accounted for $499.7 million or 95.6 percent of total fund’s revenue. Proprietary Funds When TxDOT charges customers for services it provides, these activities are generally reported in proprietary funds. Services provided to outside (non-governmental) customers are reported in enterprise funds, a component of proprietary funds, and are accounted for using the economic resources measurement focus and the accrual basis of accounting. TxDOT has three major proprietary funds, all of which are enterprise funds: Central Texas Turnpike System, Grand Parkway Transportation Corporation and SH 249 System. TxDOT’s proprietary funds reported a combined ending net position of $93.5 million on Aug. 31, 2021. This balance includes the net investment in capital assets of $752.6 million, restricted net position of $430.1 million and a deficit unrestricted net position balance of $1.1 billion.  Central Texas Turnpike System - The net position of CTTS was $273.4 million as of Aug. 31, 2021, a decrease of $101.0 million from fiscal 2020. CTTS’ operating revenues decreased by $37.4 million or 17.0 percent over fiscal 2020. The decrease largely was due to billing issues related to implementation of the new back office system. The total expense for CTTS in fiscal 2021 was $292.6 million, compared to $259.1 million in fiscal 2020. Depreciation and amortization combined with interest expenses contributed to $172.2 million, which was 58.9 percent of the total expense of CTTS.  Grand Parkway Transportation Corporation - GPTC reported a deficit net position of $420.9 million in fiscal 2021, a decrease in net position of $110.4 million over fiscal 2020. GPTC’s operating revenues in fiscal 2021 increased by $5.7 million, or 3.1 percent over fiscal 2020. The increase was due to an increase in toll transactions. In fiscal 2021, GPTC’s total expense was $302.2 million, which decreased by $19.6 million or 6.1 percent over fiscal 2020. The largest expense in fiscal 2021 was $199.2 million of interest payments.  SH 249 System - SH 249 System started to receive toll revenue as the tollway opened to traffic in December 2020. During fiscal 2021, SH 249 System generated $5.8 million in toll revenue, net of allowance for doubtful accounts. The total increase in net position of $29.3 million is mainly due to a $36.1 million transfer of capital assets from Governmental Activities and net non-operating expenses of $12.3 million. $- $1,000,000 $2,000,000 $3,000,000 $4,000,000 $5,000,000 $6,000,000 $7,000,000 $8,000,000 $9,000,000 TxDOT Governmental Fund Balances, All Funds (Amounts in Thousands) 2020 2021 TxDOT Governmental Fund Balances, All Funds (Thousands) $- $50,000 $100,000 $150,000 $200,000 $250,000 $300,000 $350,000 $400,000 2020 2021 Proprietary Fund Expenses (Amounts in Thousands) Operating Expenses Interest Bond Issuance Expense Other Financing Fees Proprietary Fund Expenses (Thousands) $(1,200,000) $(1,000,000) $(800,000) $(600,000) $(400,000) $(200,000) $- $200,000 $400,000 $600,000 $800,000 Net Investment inCapital Assets Restricted Unrestricted Total Net Position TxDOT Proprietary Fund Net Position, All Funds (Amounts in Thousands) 2020 2021 Proprietary Fund Net Position, All Funds (Thousands) The deficit unrestricted net position balance in the proprietary funds is due to the accumulated accretion on Capital Appreciation Bonds. The annual accretion increases the liability balance of the outstanding bonds with no corresponding asset increase in the unrestricted net position category. 20 | Popular Annual Financial Report - Fiscal Year 2021 Short and Long-Term Assets All monies in funds established in the Texas Comptroller of Public Accounts (Comptroller) Treasury Operations Division (Treasury) are pooled with other state funds and invested under the direction of the Comptroller of Public Accounts Treasury Operations Division (Treasury). Governmental fund deposits in the state treasury totaled $9.2 billion at Aug. 31, 2021. As of Aug. 31, 2021, the measurements of TxDOT’s investments by major type are summarized below: Capital Assets TxDOT’s capital assets are roads, bridges, buildings, land, equipment, and intangible capital assets. As of the end of the 2021 fiscal year, TxDOT had $130.5 billion in net capital assets, indicating an $8.1 billion (6.7 percent) increase over fiscal 2020. This increase was due to the reclassification and purchase of $6.7 billion in depreciable infrastructure, $2.3 billion of construction in progress, and $1.2 billion of land and land improvements in fiscal 2021. Capital Assets - Net of Depreciation and Amortization - August 31, 2020 and 2021 (Thousands) Governmental Activities Business-type Activities Total 2020 2021 2020 2021 2020 2021 Land and Land Improvements $15,666,188 $16,840,633 $725,374 $726,103 $16,391,562 $17,566,736 Infrastructure - Depreciable 83,199,960 87,784,024 1,795,703 1,867,964 84,995,663 89,651,988 Construction in Progress 19,644,639 21,965,776 502,373 402,147 20,147,012 22,367,923 Buildings and Building Improvements 272,923 304,222 3,160 2,798 276,083 307,020 Furniture and Equipment 69,307 67,513 69,307 67,513 Vehicles, Boats and Aircraft 394,043 386,475 394,043 386,475 Other Capital Assets 6,055 5,279 6,055 5,279 Land Use Rights - Permanent 67,648 87,105 19,466 19,466 87,114 106,571 Land Use Rights - Term 436 602 436 602 Computer Software 12,969 10,837 53,417 12,969 64,254 Total Capital Assets $119,334,168 $127,452,466 $3,046,076 $3,071,895 $122,380,244 $130,524,361 Money Market Mutual Funds$80,198 U.S. Government Agency Obligations$19,965 Government Investment Pools$48,776 Investments -Governmental Activities (Amounts in Thousands)Investments - Governmental Activities (Thousands) Money Market Mutual Funds$160,906 U.S. Treasuries$102,365 U.S. Government Agency Obligations$284,386 Government Investment Pools$1,125,043 Repurchase Agreements $223,887 Investments -Business-Type Activities (Amounts in Thousands)Investments - Business-Type Activities (Thousands) Popular Annual Financial Report - Fiscal Year 2021 | 21 Long-Term Debt Outstanding Bonds TxDOT as a whole had a little over $21.2 billion in outstanding bonded debt at the end of fiscal 2021. This is made up of $10.0 billion in general obligation (GO) bonds, and $11.2 billion in revenue bonds. This figure has decreased by $606.0 million compared to fiscal 2020. Outstanding Bonded Debt - August 31, 2020 and 2021 (Thousands) Governmental Activities Business-type Activities 2020 2021 2020 2021 General Obligation Bonds Payable $10,353,570 $10,048,173 $$ Revenue Bonds Payable 3,941,482 3,649,875 7,513,946 7,504,914 Total Bonds Payable $14,295,052 $13,698,048 $7,513,946 $7,504,914 Note Issuance The Commission entered into an agreement with the Texas Public Finance Authority (TPFA) on Mar. 11, 2021. TPFA issued Taxable Series 2021 Lease Revenue Bonds with an aggregate principal amount of $325.7 million for the purpose of financing certain costs of the Campus Consolidation Project. The agreement obligates the Commission to make rent payments to TPFA in amounts sufficient to pay, among other things, the principal of, premium and interest on the TPFA 2021 bonds. The Texas Legislature has appropriated moneys from the State Highway Fund to be used by the Commission to make payments to TPFA under the agreement for TPFA’s debt service payments due on their Series 2021 bonds during fiscal year 2021. The bond will be paid in full in 20 years, or 2041. Credit Ratings Credit ratings are used by bond investors to determine an organization’s financial stability and, subsequently, the safety and security of the debt sold by the organization. Strong ratings help to expand the market by attracting additional bond buyers. The department currently has outstanding bonds credit ratings with Fitch, Moody’s, Standard & Poor’s, and Kroll Bond Rating Agency. Long-Term Credit Ratings as of August 31, 2021 Governmental Activities Fitch Moody’s Standard & Poor’s Kroll General Obligation Bonds TMF 2009-A, 2014, 2014-A,B, 2015-A, B, 2017-A,B AAA Aaa AAA AAA TMF 2020 AAA Aaa n/a AAA HIGO 2010-A, 2012-A, 2014, 2016, 2016-A, 2019 AAA Aaa AAA AAA HIGO 2020 AAA Aaa n/a AAA Revenue Bonds SHF 2008, 2010, 2014-A, B2, 2015, 2016-A,B, 2020 n/a Aaa AAA n/a Business-Type Fitch Moody’s Standard & Poor’s Kroll Revenue Bonds CTTS 2002-A, 2012-A, 2015-B, 2020-A,B,C A A3 A n/a CTTS 2015-C BBB+Baa1 A-n/a GPTC 2013-A A+n/a BBB n/a GPTC 2013-B,E, 2018-A,B AA n/a AA+n/a GPTC 2016 n/a n/a AA+n/a GPTC 2020-A,C A+A2 n/a n/a GPTC 2020-B AA Aa1 n/a n/a SH 249 2019-A,B n/a Baa3 n/a n/a 22 | Popular Annual Financial Report - Fiscal Year 2021 Future Financial Planning The Unified Transportation Program (UTP) is TxDOT’s 10-year plan that guides the development of transportation work across the state. Organized into 12 funding categories, with each one addressing a specific type of work, the UTP authorizes the distribution of construction dollars expected to be available over the next 10 years. Within the UTP framework, TxDOT works with elected officials, local planning organizations, and the public to select and fund the state’s highest priority transportation projects. In addition to highway projects, the UTP addresses public transportation, maritime, aviation, rail and freight, and international trade. The Texas Transportation Commission approves the UTP annually in accordance with Texas state law, and TxDOT publishes the approved UTP each year. The UTP is part of a comprehensive planning and programming process flowing from TxDOT’s agency mission to project-level implementation. Establish Strategic Goals, Performance Measures, and Targets STEP 1 Release the UTP Planning Targets STEP 4 Develop the Planning Cash Forecast STEP 2 Match Priority Projects to Allocated UTP Funding STEP 6 Select Projects Competing for Statewide Funding Categories STEP 7 Produce UTP Document Conduct Statewide Public involvement STEP 9 Prioritize Potential Transportation Projects Locally STEP 5 Determine the UTP Funding Distribution by Category STEP 3 Present UTP to the Texas Transportation Commissionfor Adoption STEP 10 STEP 8 PROMOTE SAFETY SAFETY: FATALITIES/YR SAFETY: FATALITY RATE PRESERVATION: PAVEMENT CONDITION PRESERVATION: STATEWIDE BRIDGE CONDITION SCORE PRESERVE OUR ASSETS CONGESTION:URBAN CONGESTION INDEXCONNECTIVITY: RURAL RELIABILITY INDEX OPTIMIZE SYSTEM PERFORMANCE Reduce crashes and fatalities through targeted infrastructure improvements, technology applications, and education Maintain and preserve system/asset conditions through targeted infrastructure rehabilitation, restoration, and replacement Enhance mobility, reliability, connectivity, and mitigate congestion through targeted infrastructure and operational improvements 2,280 0.70 90% 90% 1.20 1.12 PERFORMANCE MEASURESSTRATEGIC PLAN GOAL PERFORMANCEVISION 2030 TARGET 16 2021 UNIFIED TRANSPORTATION PROGRAM DEVELOPING THE UTP 16 Step 1: Establish Strategic Goals, Performance Measures, and Targets Through the Statewide Long-Range Transportation Plan (SLRTP), which covers a minimum 24-year planning horizon, TxDOT sets the long-term transportation priorities for the state. The SLRTP defines three statewide strategic goals for the transportation system: to promote highway safety, preserve existing infrastructure assets, and optimize system performance for drivers in urban and rural areas. The SLRTP also establishes six performance measures and targets to achieve these goals (see Fig. 4). As the foundation of the UTP development process, these goals, performance measures, and targets drive all subsequent funding distribution and project selection in the UTP. Step 2: Develop the Planning Cash Forecast Another foundational element of the UTP is the planning cash forecast, which determines how much money is available for the 10-year UTP planning period. Each year, TxDOT’s Financial Management Division estimates the revenue expected to be available to TxDOT for transportation project construction over the next 10 years. These revenues come primarily from a mix of state funds appropriated by the Texas Legislature (including state motor fuels taxes, sales taxes, and vehicle registration fees) and federal highway funds appropriated by Congress. While the forecast UTP DEVELOPMENT STEPS UTP Development Timeline – Annual Cycle * Performance Measures and Targets for the Transportation System *The timeline above is subject to change. For the latest information about public involvement dates, see the UTP Public Involvement page on TxDOT.gov . To maximize the limited time of an annual cycle, many UTP development steps are conducted concurrently and may overlap on the timeline. Targets are based on the draft Statewide Long-Range Transportation Plan 2050, slated for adoption in 2020. Back to Table of Contents Establish Strategic Goals, Performance Measures, and Targets STEP 1 Release the UTP Planning Targets STEP 4 Develop the Planning Cash Forecast STEP 2 Match Priority Projects to Allocated UTP Funding STEP 6 Select Projects Competing for Statewide Funding Categories STEP 7 Produce UTP Document Conduct Statewide Public involvement STEP 9 Prioritize Potential Transportation Projects Locally STEP 5 Determine the UTP Funding Distribution by Category STEP 3 Present UTP to the Texas Transportation Commissionfor Adoption STEP 10 STEP 8 PROMOTE SAFETY SAFETY: FATALITIES/YR SAFETY: FATALITY RATE PRESERVATION: PAVEMENT CONDITION PRESERVATION: STATEWIDE BRIDGE CONDITION SCORE PRESERVE OUR ASSETS CONGESTION: URBAN CONGESTION INDEX CONNECTIVITY: RURAL RELIABILITY INDEX OPTIMIZE SYSTEM PERFORMANCE Reduce crashes and fatalities through targeted infrastructure improvements, technology applications, and education Maintain and preserve system/asset conditions through targeted infrastructure rehabilitation, restoration, and replacement Enhance mobility, reliability, connectivity, and mitigate congestion through targeted infrastructure and operational improvements 2,280 0.70 90% 90% 1.20 1.12 PERFORMANCE MEASURESSTRATEGIC PLAN GOAL PERFORMANCEVISION 2030 TARGET 16 2021 UNIFIED TRANSPORTATION PROGRAM DEVELOPING THE UTP 16 Step 1: Establish Strategic Goals, Performance Measures, and Targets Through the Statewide Long-Range Transportation Plan (SLRTP), which covers a minimum 24-year planning horizon, TxDOT sets the long-term transportation priorities for the state. The SLRTP defines three statewide strategic goals for the transportation system: to promote highway safety, preserve existing infrastructure assets, and optimize system performance for drivers in urban and rural areas. The SLRTP also establishes six performance measures and targets to achieve these goals (see Fig. 4). As the foundation of the UTP development process, these goals, performance measures, and targets drive all subsequent funding distribution and project selection in the UTP. Step 2: Develop the Planning Cash Forecast Another foundational element of the UTP is the planning cash forecast, which determines how much money is available for the 10-year UTP planning period. Each year, TxDOT’s Financial Management Division estimates the revenue expected to be available to TxDOT for transportation project construction over the next 10 years. These revenues come primarily from a mix of state funds appropriated by the Texas Legislature (including state motor fuels taxes, sales taxes, and vehicle registration fees) and federal highway funds appropriated by Congress. While the forecast UTP DEVELOPMENT STEPS UTP Development Timeline – Annual Cycle * Performance Measures and Targets for the Transportation System *The timeline above is subject to change. For the latest information about public involvement dates, see the UTP Public Involvement page on TxDOT.gov . To maximize the limited time of an annual cycle, many UTP development steps are conducted concurrently and may overlap on the timeline. Targets are based on the draft Statewide Long-Range Transportation Plan 2050, slated for adoption in 2020. Back to Table of Contents $13,926,300,000 $9,762,261,100 $6,120,171,705 $9,762,261,100 $2,228,040,000 $3,586,560,000 $3,203,380,000 $16,040,000,000 $4,655,270,000 $3,731,750,000 1 - PREVENTIVE MAINTENANCE AND REHABILITATION 2 - METROPOLITAN AND URBAN AREA CORRIDOR PROJECTS 3 - NON-TRADITIONALLY FUNDED TRANSPORTATION PROJECTS 4 - STATEWIDE CONNECTIVITY CORRIDOR PROJECTS 5 - CONGESTION MITIGATION AND AIR QUALITY IMPROVEMENT 6 - STRUCTURES REPLACEMENT AND REHABILITATION 7 - METROPOLITAN MOBILITY AND REHABILITATION 8 - SAFETY 9 - TRANSPORTATION ALTERNATIVES 10 - SUPPLEMENTAL TRANSPORTATION PROJECTS 11 - DISTRICT DISCRETIONARY 12 - STRATEGIC PRIORITY $910,500,000 $725,469,530 TOTAL UTP FUNDING CATEGORIES 1-12 $74,651,963,435 18 2021 UNIFIED TRANSPORTATION PROGRAM DEVELOPING THE UTP 18 2021 UTP Funding Distribution by Category need to address rural highway capacity or the impacts of energy industry traffic. Accordingly, TxDOT districts and MPOs customize their own metrics for identifying the most important transportation projects in their respective regions. However, all evaluation criteria must align with TxDOT’s statewide strategic goals, performance measures, and targets for the transportation system. TxDOT provides its districts and partnering MPOs with a software application to compare candidate projects based on their projected benefits to the Texas transportation system. The application evaluates each project’s potential impact on safety, preservation, congestion, and connectivity, as well as its economic and environmental effects. TxDOT uses this data-driven approach to select the projects with the best return on investment. Once the districts and MPOs have identified their highest priority projects, they assess the work that will be needed to make the projects a reality. Project development activities can include detailed planning, engineering design, environmental analysis, public involvement, right-of-way acquisition, and utility relocations. Potential projects, however, are not eligible to complete development activities until they are matched with available funding from a UTP category and preliminarily scheduled within the UTP’s 10-year time frame. Step 6: Match Priority Projects to Allocated UTP Funding Once a project is selected, TxDOT refines the construction cost estimate and identifies potential funding. The process of matching selected transportation projects to available funds is known as programming. Adhering to the UTP planning targets, TxDOT districts collaborate with the MPOs to assign funding from each applicable UTP category to the priority projects in their regions. A project may be programmed with dollars from multiple UTP categories if the project type is eligible. However, the UTP planning targets limit the dollar amount that each district or MPO can program from certain categories. At this point, projects are also assigned a preliminary construction date within the UTP’s 10-year time frame. TxDOT staff in each district enter project details, such as locations and cost estimates into an agency-wide information system. TxDOT headquarters staff compile this data centrally to assess the state’s overall portfolio of projects and to evaluate projects proposed by districts and MPOs for statewide UTP funding categories. The Commission must authorize all proposed programming of funds from Categories 2, 4, and 12, as required by Texas Administrative Code. This authorization occurs through the annual UTP adoption. Step 7: Select Projects Competing for Statewide Funding Categories Projects funded through certain statewide categories are selected by TxDOT divisions with corresponding specializations. For example, TxDOT's Bridge Division manages Category 6 - Bridge based on measures of bridge conditions around the state. For statewide UTP Development Steps - Continued Back to Table of Contents That is, the UTP is an intermediate programming document linking the planning activities of the Statewide Long-Range Transportation Plan (SLRTP), the Metropolitan Transportation Plans, and Rural Transportation Plan to the detailed programming activities under the Statewide Transportation Improvement Program (STIP) and TxDOT’s 24-month (2- year) Letting Schedule. The outcome of the UTP process is a list of projects TxDOT intends to develop or begin constructing over the next 10 years, as well as information on the available funding associated with those projects. Popular Annual Financial Report - Fiscal Year 2021 | 23 Definition of Terms Accrual basis is the method of accounting that records revenues and expenses when they are incurred, in contrast with “cash basis”, which records revenues and expenses when the cash is received or paid. (See also modified accrual basis) Assets are resources which TxDOT owns (and therefore, controls) that can be utilized in providing services. For example, cash from tax collections is an “asset” that is used to pay for highway construction projects. Capital assets are the buildings, roads and bridges, furniture and equipment, land and other long-lived assets that are utilized by TxDOT in providing services to its taxpayers. Current assets include cash and assets that can be quickly turned into cash to pay this month’s bills. Deferred inflows of resources are an acquisition of net position during the year that is applicable to a future year. For example, a federal grant may be received in 2021 to reimburse TxDOT’s incurred costs, but the grantor may restrict spending until 2022 because that is when the federal budget has appropriated them. Deferred outflows of resources are a consumption of net position during the year that is applicable to a future year. This is the opposite of deferred inflows of resources. Fund balance denotes the amount of equity in a governmental fund, and represents assets plus deferred outflows of resources, less liabilities and deferred inflows of resources. Business-type funds use the term “net position.” Government-wide reporting provides an aggregate view of TxDOT’s financial activities consolidating governmental and business-type activities using the accrual basis of accounting. Liabilities are current obligations to use resources that the government has little or no discretion to avoid, such as payments owed to suppliers. Long-term liabilities include items such as bonds, loans, pension contributions and other obligations due more than one year in the future. Modified accrual basis is the method of accounting used for governmental funds, and focuses on whether those funds have sufficient resources to pay their bills in the short-term. Net investment in capital assets is the portion of net position that represents the historical cost of capital assets less the amount of debt used to acquire them. Net position is the residual of all other financial statement elements found in accrual basis statements: the difference between a) assets plus deferred outflows of resources; and b) liabilities plus deferred inflows of resources. Restricted net position is the portion of net position subject to external spending restrictions, such as state law, bond covenants or contracts. Unrestricted net position is the portion of net position not tied up in net investment in capital assets or by external legal restrictions. It is available at the government’s discretion to pay bills.