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4.8. SR SR 12-18-2000 . City of ~ Elk . . Item #4.8. MEMORANDUM TO: Mayor & City Council FROM: Lori Johnson, Finance Director DATE: December 18, 2000 SUBJECT: 2000 Budget Amendments Attached are the proposed 2000 Budget Amendments. Each year in December the City Council approves amendments to the budget. Amendments are done for several reasons: to incorporate changes the council has made throughout the year, to allocate the contingency fund for cost of living adjustments or other approved personnel additions, and to recognize significant revenue or expenditure variations. Budget amendments are not intended to produce a budget that reflects actual year end revenues or expenditures, nor is it an attempt to estimate what the change in fund balance will be on December 31. Unfortunately, much of the information needed to accurately estimate the year end fund balance is not available at this time, partly because some of the revenues come from outside sources, such as gravel tax which we have no way of estimating. However, as in past years, based on year to date revenues and expenditures, it is estimated that revenues will exceed expenditures due mainly to growth related revenues. (Actual revenues will exceed the amended budget while expenditures are expected to be close to the amended budget.) This will allow for adequate growth in the fund balance to maintain an appropriate percentage of fund balance to operating budget and still give the council the opportunity to reserve funds for other uses. The council has already spent approximately $44,500 of the contingency budget on special projects or equipment requests made during the year. The remaining balance will be used to fund previously approved cost of living adjustments, an intern in the finance department, and the information services employee contract with the City of Andover. This funding is accomplished by simply reallocating the contingency funds to other departments. A listing of contingency expenditures is included at the end of the attachment for your review. The majority of the other budget amendments are items already approved by the City Council including the following: 13065 Orono Parkway. P.O. Box 490. Elk River, MN 55330. TDD & Phone (763) 441-7420. Fax (763) 441-7425 . . . . $99,150 - Capital outlay approved for purchase during the 2001 budget discussions; and, . $32,000 - Park dedication fee for Elk River Business Park. The remaining budget amendment is simply to reallocate the insurance budgets since liability insurance is now being charged entirely to the Mayor and Council department instead of making some somewhat arbitrary allocations to each department. You will notice under transfers out that an amount has not been included for the ice arena operating transfer. Assuming there will be an ice arena operating deficit, it will need to be funded, and in previous years, that funding has come from the general fund. Although the actual 2000 deficit will not be available until early February, the City Council may include its intent to fund the deficit from the general fund in the budget amendments and the final amount will be determined later. Action Reauested The City Council is asked to consider the 2000 Budget amendments as attached. 2000 BUDGET AMENDMENT DETAIL . REVENUES Intergovernmental Revenue Dept. Detail Total Police Aid $21,000 $21,000 Plan Check Fees 100,000 100,000 Liquor Licenses 8,000 Building Permits 170,000 Plumbing & Heating Permits 32,000 210,000 Street Reserve (45,000) (45,000) Charges for Services Licenses & Permits Transfers In EXPENDITURES Dept. Detail Total Mayor and Council (5) Insurance 35,500 35,500 Administration (1 ) Personal Service 7,050 (5) Insurance (3,000) 4,050 Finance (1 ) Personal Service 6,750 (3) Personal Service 2,500 (4) Other Professional Services 15,000 24,250 Economic Development (1) Personal Service 1,300 1,300 . Building & Zoning (1) Personal Services 11 ,000 (2) Capital Outlay Truck 22,000 33,000 Planning (1) Personal Services 5,600 (5) Insurance (1,000) 4,600 City Hall (1) Personal Services 800 (5) Insurance (3,750) (2,950) Police (1) Personal Service 1 2,800 (5) Insurance (7,900) 4,900 Police Reserve (5) Insurance (600) (600) Fire Department (1 ) Personal Service 3,400 (5) Insurance (3,600) (2) Capital Outlay Overhead Heaters 5,000 (2) Capital Outlay Remodel Building 1 2,000 16,800 Streets (1 ) Personal Service 12,050 (5) Insurance (14,300) (2) Capital Outlay Roadside Mower 41,000 (2) Capital Outlay Radio System 10,650 49,400 Equipment Services (1 ) Personal Service 2,600 2,600 Park Maintenance (1 ) Personal Service 2,300 (5) Insurance (1,350) . (2) Capital Outlay Zero Turn Mower 8,500 9,450 12/14/00;Bgtamend Page 1 Senior Citizen Programs (1 ) Personal Service 1,150 1,150 . Contingency (1) Personal Services (66,800) (3) Personal Services (2,500) (4) Other Professional Services (15,000) (84,300) Transfers Out (6) Park Dedication 32,000 (7) Ice Arena Operating Fund Operating Deficit 32,000 NOTES: (1) Cost of Living Adjustment previously approved (2) Capital Outlay approved during 2001 budget meetings (3) Finance Department Intern (4) IS Contract with the City of Andover (5) Liability Insurance Reallocation to Mayor and Council (6) Previously approved Elk River Business Park Park Dedication Fees (7) Amount to be determined (2000 Operating Deficit) COUNCil CONTINGENCY ACTIVITY SUMMARY Adopted Budget $130,000 Approved Expenditures Rivers of Hope United Rentals Duckor and Associates . Duckor and Associates University of Minnesota YMCA of Minnesota Subtotal Contribution Aerial Lift - Safety Equipment Customer Service/Siting Plan Logo/Branding Goose Removal Services Feasibility Study 3,000 5,947 7,750 14,813 2,319 10,750 85,421 Budget Amendments Personal Services-Various Depts. Finance Department City of Andover Balance Available 2000 COLA Intern Information Srvs. Employee 66,800 2,500 (3) 15,000 (4) 1,121 . 12/14/00;Bgtamend Page 2