iii.Base Assessed Value
iv.Incremental Assessed Value
v.Annual Revenue
vi.Annual Expenses
vii.Cash Balance
viii.Planned expansions or expirations
10.Expenditure Drivers & Service Levels
a.Major cost drivers (public safety, infrastructure, etc.)
b.Staffing levels and trends
c.Contractual obligations
d.Any recent or planned service expansions or reductions
11.Interlocal Agreements & Shared Services
a.Existing interlocal agreements
b.Shared services or cost-sharing agreements
c.Opportunities already pursued for efficiencies
12.Financial Trends, Population, & Per Capita Metrics
a.Revenue and expenditure trends (5 years)
b.Population trends (growth/decline since 2010 decennial census)
c.Annexation/disannexation report (5 years)
i.Effective Date
ii.Net Assessed Value of Annexed Area
d.Expenses per capita (overall and by major fund category)
e.Expenses per capita for LIT funds
f.Multi-year financial forecasts (if available)