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7.2. SR 12-15-2008..~ Elk River REQUEST FOR ACTION To Item Number Ci Council 7.2• Agenda Section Meeting Date Prepared by Adnvnistration December 15, 2008 Tim Simon, Finance Director Item Description Reviewed by Consider 2008 Budget Amendments Lori ohnson, Ci Administrator Reviewed by Action Requested The City Council is asked to consider the budget amendments as stated in the proposed 2008 budget amendments attachment. Background/Discussion Budget amendments are presented to the City Council each December in accordance with the City's Financial Management Plan. Sections 6.3 and 6.3.1 of the Financial Management Plan regarding budget amendments are reprinted below for your reference. 6.3 The budget shall be adjusted as needed to recognize significant deviations from original budget expectations. The Council shall consider budget amendments each December. Budget amendments are intended to recognize changes made by the Council during the year, to reflect major revenue and expenditure deviations from budgeted amounts, and to consider year-end budget requests. Budget amendments are not intended to create a budget that matches budgeted revenues and expenditures to actual revenues and expenditures. 6.3.1 Administrative budget amendments may be made throughout the year by Department Heads to adjust line item budgets within their department as long as the total departmental budget does not change. These line item budget changes exclude personal service and capital outlay categories. Administrative budget amendments must be requested in writing and approved by the City Administrator and Finance Director. During the course of the year, the City Council approves items which are not included in the adopted budget. Some of the expenditures are authorized to be taken out of the Council Contingency budget. Also during the course of the year, a grant maybe received or another revenue source identified in which case both the revenues and expenditures are approved. Department heads make administrative adjustments as allowed by the Financial Management Plan. All of these items are incorporated into the year end budget amendments presented to the Council for approval. There are only a couple of significant changes to the 2008 expenditure budget. • Increase in the police department personnel services budget to reflect services performed related to the Sonic Restaurant opening and the security services provided to the Republican National Convention. • Decrease in personnel services budget in the planning department and energy city budget related to unfilled budgeted positions. • Increase in park maintenance personnel services to better reflect an employee's time shared between parks maintenance and ice arena budget. The time was split approximately 50% in each division. Increase in park maintenance with offsetting decrease in transfer out to ice arena. The arena budget will be adjusted accordingly. Revenue amendments are proposed for increasing police services related to the Republican National Convention (RNC) and Sonic Restaurant opening. In addition, Sherburne County Regional Rail Authority has reimbursed the City for overtime related to maintaining the Northstar rail parking lot. Revenue reductions are proposed relating to building construction activity in 2008. The Library budget is proposed to be amended to reflect the donated electricity from ERMU in the amount of $20,000 with a revenue offset of contributions. This will better reflect the true cost of operating the library. Pinewood and Ice Arena operating transfer will be adjusted based on the actual required amounts, which will be determined at year-end. Financial Impact General Fund revenue amendments are proposed in the amount of ($210,800) and expenditure amendments are proposed in the amount of $12,050. The budgeted difference if realized would be offset by fund balance reserves. Other offsets will be council contingency and departments ending the year below budgeted amounts. Attachments • 2008 Budget Amendment Summary Action Motion by Second by Vote FOIIOW Up City of Elk River Proposed 2008 Budget Amendments December 15, 2008 Proposed Final Revenues Adopted Amendment Amended Taxes 9,189, 350 9,189, 350 Licenses & Permits 676,250 (200,000) 476,250 Intergovernmental Revenue 976,900 - 976,900 Charges for Service 766,950 (125,000) 641,950 Fines & Forfeits 160,000 - 160,000 Other Revenues 251,000 114,200 365,200 Transfers 473,000 - 473,000 Total 12,493,450 (210,800) 12,282,650 Expenditures Proposed Final Department Adopted Amendment Amended MAYOR & COUNCIL 221,100 - 221,100 CABLE TV 99,250 - 99,250 ADMINISTRATION 457,750 - 457,750 HUMAN RESOURCES 156,900 - 156,900 ELECTIONS 40,850 - 40,850 FINANCE 434,450 - 434,450 INFORMATION TECHNOLOGY 256,250 - 256,250 LEGAL 234,700 - 234,700 COMMUNITY DEVELOPMENT 158,550 - 158,550 PLANNING 328,450 (65,650) 262,800 CITY HALL 300,000 - 300,000 CONTINGENCY 60,000 (1,600) 58,400 POLICE 4,192,050 109,300 4,301,350 FIRE 639,250 - 639,250 EMERGENCY MANAGEMENT 52,300 - 52,300 BUILDING & ENVIRONMENTAL 807,750 - 807,750 ENVIRONMENTAL 87,150 - 87,150 STREETS 1,196,450 2,350 1,198,800 SNOW REMOVAL 301,600 - 301,600 EQUIPMENT SERVICES 280,800 - 280,800 ENGINEERING 174,550 - 174,550 PARK MAINTENANCE 668,350 12,450 680,800 RECREATION 781,850 - 781,850 SR. CITIZEN PROGRAMS 201,300 - 201,300 ENERGY CITY 93,350 (30,000) 63,350 TRANSFERS 268,450 (14,800) 253,650 TOTAL 12,493,450 12,050 12,505,500 Surplus (Deficit) - (222,850) (222,850) * Ice Arena and Pinewood operating transfers will be adjusted based on actual required CITY OF ELK RIVER 2008 BUDGET AMENDMENT DETAIL December 15, 2008 REVENUES Dept. Detail Total Source Line Item Description Other Revenue Police Services SONIC Overtime $41,750 Police Services RNC Overtime $67,550 Street Services Sweeping/parking lot maintenance 4,900 $114,200 Licenses & Permits Building/Plumbing/Heating permits Decreased building activity (200.000) ($200;000) Charges for Services Plan Check Fee Decreased building activity ('25,000) ($125,000) TOTAL GENERAL FUND REVENUE AMENDMENTS $ (210,800) EXPENDITURES Dept. Department Line Item Description Detail Total Human Resources Office Supplies Purchase computer 1,200 Travel, Conferences & Schools Transfer to Office Supplies (1,200) - Community Development Office Supplies Population signs 1,150 Travel, Conferences & Schools Transfer to Office Supplies (1,150) - Planning Full-time Pay Senior Planner (1/2 year) (38,100) Part-time Pay Code Enforcement (27,550) (65,650) Police Admin Overtime SONIC Overtime 1,250 Admin Overtime RNC 14,650 Patrol Overtime SONIC Overtime 27,700 Patrol Overtime RNC 35,400 Patrol -Fuel RNC 1,600 Investigation Overtime SONIC Overtime 5,950 Investigation Overtime RNC 15,900 Support Overtime SONIC Overtime 4,600 Reserves Part-time Pay SONIC Overtime 2,250 109,300 Contingency 'Signs Schoolview 8 Downtown (1,600) (1,600) Streets Full-time Pay Reallocate Matt's pay w/Arena (2,550) Overtime Sweeping/parking lot maintenance 4,900 Fuels & Lubs Reallocate funds 2,350 Operating Supplies Reallocate funds (16,900) Street Signs Reallocate funds 18,550 Contractual Services Reallocate funds -Purchase salVsign materials (16,850) Bldg RepairlMaint Services Reallocate funds 3,100 Equip Repair/Maim Services Reallocate funds 2,750 Snow Removal-Operating Supplies Reallocate funds -Purchase salt 12,000 Snow Removal-Contractual Svcs Reallocate funds -Purchase salt (5,000) 2,350 Park Maintenance Full-time Pay Reallocate Case's pay w/Arena 12,450 Un'rfortn Allowance Move budget item 4,050 Contractual Services Reallocate funds 10,000 Equipment Rental Reallocate funds (10,000) Uniform Rental Move budget item (4,050) 12,450 Recreation Admin-0perating Supplies Reairocate rands 1,000 Admin-Advertising/Marketing ReaAocale funds (1,500) Programming-Operating Supplies Reallocate funds 8,700 Programming-Contractual Svcs Reallocate funds (2,900) Other Merchandise for Resale Reallocate funds (5,300) - Senior Center Operating Supplies Reallocate (4,000) Telephone Reallocate for actual costs 500 Contractural Services Reallocate 3,500 - Energy City Part-time Pay Energy Coordinator (30,000) (30,000) Transfer Out Full-time Pay Ice Arena (14 800) (14;800) TOTAL GENERAL FUN D EXPENDITURE AMENDMENTS S 12,050 COUNCIL CONTINGENCY ACTIVITY SUMMARY Adopted Continaencv Budget Council Aooraved Expenditures Earl Anderson Co Signs -Schoolview & Downtown M-R Sign Xpress Graphics Contingency Balance Remaining *= previously approved by council $ 60,000 (1,600) $ 58,400 12/12/2008;2008 Amendments Page 1