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#3 Authorize a 2010 General Fund supplemental appropriation (File Res. #2011-772) ADMINISTRATIVE SERVICES MEMORANDUM February 7, 2011 TO: City Council FROM: Patty Lynch, Comptroller Rebecca Smith, Management Assistant SUBJECT: Action on a Proposed Resolution Authorizing a 2010 General Fund Supplemental Appropriation (File Resolution #2011-772) Summary The 2010 General Fund budget results indicate that council action is necessary to provide a budget amendment for funding of Leisure Services. The Leisure Services group of budgets has exceeded its budget appropriation due primarily to equipment operation/maintenance, recreation partnerships, and Ice Skating Center consultant expenses. Council action is required to provide a supplemental appropriation in accordance with Council Policy Statement 58. Department Recommendation Staff recommends Council adopt Resolution #2011-772 authorizing supplemental appropriation for the Leisure Services budgets. Suggested Motion Move to adopt File Resolution #2011-772. City Manager Recommendation Overall I believe the 2010 year end results are positive. The City was able to increase funding into the fund balance of the General Fund. Major factors in this include unanticipated one-time revenues, changes in our budgeting of areas such as snow plowing and positive budget controls in public safety. Leisure Services was over budget, but the factors that led to this are able to be reversed with different management strategies and due to some of the expenses being one-time costs. The City Manager recommends approval. Budget Results The preliminary 2010 General Fund operating results indicate that actual expenditures are $515,093, or 1.2% under the amount appropriated. However, the Leisure Services budget group is $45,154 or 1.6% over budget. Amount Percentage Unexpended Unexpended (Overexpended) General Government $237,065 7.0% Public Safety (including Police and Fire) 264,638 1.2% Public Works (including Public Works Administration, Engineering, Street Maintenance & Repairs, Public 7,172 0.1% Buildings and Parking Facilities, Traffic Management, Transit Subsidy) Leisure Services (including Leisure Services Administration, Senior Citizens Center, Aquatics, Youth (45,154) -1.6% and Adult Recreation, Parks, and Ice Skating Center) Community Development (including Economic Development, Community Development and Property 17,989 1.2% Maintenance) Other (including Economic Adjustments, Employee Fringe Benefits and Insurance, Contingency Account, 29,188 3.1% and Special Assessments Transfer) General City Debt Service 4,195 0.1% TOTAL $515,093 1.2% Budget Adjustment In accordance with Council Policy Statement 58, when the adopted program appropriation does not contain sufficient funds, such funding may be provided by council action. The supplemental appropriation may be funded by transfers from other program appropriations or by appropriation from the General Fund’s undesignated fund balance. To be in accordance with the budget policy, each program, or group of budgets as listed above, must be within the adopted budget resolution amount. Since the Leisure Services program is over budget in 2010, council action is needed to provide a supplemental appropriation. In previous years, budget adjustments were structured with a combination of supplemental appropriations and budget transfers because of limitations imposed by the State Shared Revenue-Expenditure Restraint Program. The 2010 General Fund operating budget, as originally adopted, was $2,039,862 under the expenditure restraint limit. Since there is ample room within the expenditure restraint program, we are requesting to increase the 2010 Leisure Services budgets by $50,000. Leisure Services The 2010 Leisure Services budgets exceeded the budget appropriation by $45,154, or 1.6% greater than the 2010 budget of $2,873,042. Staff has performed analysis to determine the reasons for the over expenditures. For Parks, the overages are primarily related to equipment rental costs for work on a few unplanned special projects and for equipment rental costs to respond to unsafe tree situations. Projects include relocating a hiking trail that was found to be incorrectly on private property; dog run clearing at Palmer Park; building retaining walls at Riverside & Lustig Parks; and rubber surface repairs at Rockport Park. Tree situations include removing trees at the arboretum that were scraping school buses and the need for immediate removal of three large, hazardous trees within the park system. For Recreation, the overages are primarily related to the ice skating center consulting fees, equipment repairs, and recreation partnerships. At the February 22, 2010 meeting, 2 the Council chose to approve up to $10,000 to evaluate the City’s current facility and the feasibility of a new facility. The actual cost for the consultant was about $6,475. The Division also had to repair the compressors for the ice making system ($5,500) and purchase a floor scrubber for maintenance of the center ($3,900). Recreation Partnerships was also over expended by $9,658 due to Midwest Adventure Group rental equipment purchases for Summer activities at Lions Beach and Traxler Park. In both parks and recreation, funding for salaries and hourly wages, including overtime, were within budget. Fund Balance Analysis The preliminary 2010 budget reports indicate favorable results for both revenues and expenditures. Instead of a drawdown of fund balance of $850,000 as budgeted, the 2010 fund balance will increase by approximately $262,000. Revenues are approximately $597,000 over budget (1.5%). The Transfers In revenue account is approximately $388,000 over budget due to the closure of certain Special Revenue accounts. All other revenues combine for a net revenue over-realization of $209,000. Expenditures are roughly $515,000 under budget (1.2%), primarily due to the General Government and Police expenditures under the budgeted amount. Approval of the supplemental appropriation does not impact the fund balance at year- end. Fund balance change is based upon the actual revenue and expenditures, as shown in the table below. General Fund Changes in Fund Balance Last Five Fiscal Years 20062007200820092010 Revenue$ 37,586,029$ 39,296,706$ 39,922,962$ 40,642,421$ 41,165,350 Expenditures 37,208,723 39,473,648 40,963,454 41,186,393 40,902,906 Net change in fund balance 377,306 (176,942) (1,040,492) (543,972) 262,444 Fund balance -beginning of year 8,614,371 8,991,677 8,814,735 7,774,243 7,230,271 Fund balance -end of year$ 8,991,677$ 8,814,735$ 7,774,243$ 7,230,271$ 7,492,715 With the approval of this supplemental appropriation, the 2010 General Fund expenditure budget will increase by $50,000 to $41,467,999. cc: Jacob J. Winzenz, Director of Administrative Services Eric J. Levitt, City Manager 3 RESOLUTION NO. 2011-772 A RESOLUTION AUTHORIZING A 2010 GENERAL FUND SUPPLEMENTAL APPROPRIATION WHEREAS , the City’s 2010 budget for the purpose of Leisure Services has been over expended primarily in areas of vehicle/equipment operation/maintenance, Ice Skating Center consultant expenses, and Recreation Partnerships; and WHEREAS, the Common Council finds that it is in the best interest of the City to provide supplemental funding for such activities; and WHEREAS, Council Policy Statement #58 requires the Council’s approval to amend the current year’s budget to provide funding when the adopted program appropriation does not contain sufficient funds; and WHEREAS , it is within the authority of the Common Council, pursuant to Section 65.90(5)(a), Wisconsin Statutes to authorize and direct such supplemental appropriations. NOW, THEREFORE, BE IT RESOLVED, by the Common Council of the City of Janesville that all of the above recitals are incorporated herein by reference as if fully set forth verbatim; that pursuant to Section 65.90 (5)(a) of the Wisconsin Statutes, the Common Council of the City of Janesville hereby authorize and direct that a supplemental appropriation in the amount of $50,000 be and hereby is made from the General Fund’s Undesignated Fund Balance and placed into the amended 2010 Leisure Services budget accounts. ADOPTED: Motion by: Second by: APPROVED: Councilmember Aye Nay Pass Absent Brunner McDonald Eric J. Levitt, City Manager Perrotto Rashkin ATTEST: Steeber Truman Voskuil Jean Ann Wulf, City Clerk-Treasurer APPROVED AS TO FORM: City Attorney Wald Klimczyk Proposed by: Administrative Services Department Prepared by: Comptroller & Management Asst.