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Res 30-98 RESOLUTION NO. 30-98 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF DELP~tY BEACH. FLORIDA. AMENDING RESOLUTION NO. 75-97 ADOPTED SEPTEMBER 23, 1997, WHICH MADE APPROPRIATIONS OF SUMS OF MONEY FOR ALL NECESSARY EXPENDITURES OF THE CITY OF DELRAY BEACH, FLORIDA, FOR THE FISCAL YEAR 1997/98, BY SETTING FORTH THE ANTICIPATED REVENUES AND EXPENDITURES FOR THE OPERATING FUNDS OF THE CITY FOR THE FISCAL YEAR 1997/98; TO REPEAL ALL RESOLUTIONS INCONSISTENT HEREWITH. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF DELRAY BEACH, FLORIDA, AS FOLLOWS: Section 1. That Section 1. of Resolution No. 75-97 adopted September 23, 1997, is hereby repealed, and a new Section 1. is enacted and amended to read as follows: That the following sums of money, attached hereto and marked Exhibit "A", are hereby appropriated upon the terms and conditions herein set forth. Section 2. That, subject to the qualifications contained in this resolution, all appropriations made out of the General Fund are declared to be maximum, conditional, and proportionate appropriations, the purpose being to make the appropriations payable in full in the amounts herein named if necessary and then only in the event the aggregate revenues collected and other resources available during the period commencing the 1st day of October, 1997, and ending the 30th day of September, 1998, for which the appropriations are made, are sufficient to pay all the appropriations in full. Otherwise, said appropriations shall be deemed to be payable in such proportion as the total sum of realized revenue of the General Fund is to the total amount of revenues estimated by the City Commission to be available in the period commencing the 1st day of October, 1997, and ending the 30th day of September, 1998. Section 3. That all balances of the appropriations payable out of the General Fund of the City Treasury unencumbered at the close of business on the 30th day of September, 1997, except as otherwise provided for, are hereby declared to be lapsed into the City Treasury and may be used for the payment of the appropriations which may be made in any appropriation for the fiscal year commencing the 1st day of October, 1997. However, nothing in this section shall be construed to be applicable to unencumbered balances remaining to the credit of the Water and Sewer Fund, Sanitation Fund or any Fund created by the setting up of special revenue, but such balances shall be used in financing the proposed expenditures of these Funds for the fiscal year commencing the 1st day of October, 1997. Section 4. That no department, bureau, agency or individual receiving appropriations under the provisions of this resolution shall exceed the amount of its appropriation, except with the consent and approval of the City Commission first obtained. If such department, bureau, agency or individual shall exceed the amount of its appropriation without such consent and approval of the City Commission, the administrative officer or individual, in the discretion of the City Commission, may be deemed guilty of neglect of official duty and may be subject to removal therefor. Section 5. That nothing in this resolution shall be construed as authorizing any reduction to be made in the amounts appropriated in this resolution for the payment of interest on, or retirement of, the debt of the City of Delray Beach, Florida. Section 6. That none of the monies enumerated in this resolution in connection with the General Fund, Water and Sewer Fund, Sanitation Fund or any other Fund of the City shall be expended for any purposes other than those for which they are appropriated, and it shall be the duty of the Budget Administrator and/or Finance Director to report known violations of this section to the City Manager. Section 7. That all monies collected by any department, bureau, agency or individual of the City government shall be paid promptly into the City Treasury. Section 8. That the foregoing budget is hereby adopted as the official budget of the City of Delray Beach, Florida, for the aforesaid period. However, the restrictions with respect to the expenditures/expenses of the funds appropriated shall apply only to the lump sum amounts for classes of expenditures/expenses which have been included in this resolution. Section 9. That public hearings were held on the tax levy and the budget on September 9, 1997, and September 23, 1997. Section 10. That this resolution shall become effective immediately upon its passage. PASSED AND ADOPTED in regular session on this the 21st day of April, 1998. ATTEST: City C~e~k ' - 2 - Res. No. 30-98 Exhibit A BUDGET SUMMARY CITY OF DELRAY BEACH, FLORIDA FISCAL YEAR 1997-1998 DOWNTOWN SPECIAL GENERAL DEVELOPMENT ENTERPRISE REVENUE FUND FUND FUNDS FUNDS TOTAL CASH BALANCES BROUGHT FORWARD 529,142 47,000 2,744,492 419,764 3,740,398 ESTIMATED REVENUES: TAXES Millages AD VALOREM TAXES 6.95 18,442,840 18,442,840 AD VALOREM TAXES 0.85 2,237,220 2,237,220 AD VALOREM - DELINQUENT 233,770 233,770 AD VALOREM - DDA 1.oo 97,530 97,530 Sales & Use Taxes 1,385,500 1,385,500 Franchise Taxes 3,095,000 3,095,000 Utility Taxes 5,540,000 5,540,000 Licenses & Permits 2,190,390 2,190,390 Intergovernmental 5,292,980 44,170 1,832,394 7,169,544 Charges for Services 3,693,410 25,995,010 29,688,420 Fines & Forfeitures 601,580 601,580 Miscellaneous Revenues 2,696,960 4,330 1,004,450 86,610 3,792,350 Other Financing Sources 2,252,680 812,510 857,680 3,922,870 TOTAL REVENUES AND OTHER FINANCING SOURCES 47,662,330 101,860 27,856,140 2,776,684 78,397,014 TOTAL ESTIMATED REVENUES AND BALANCES 48,191,472 148,860 30,600,632 3,196,448 82,137,412 EXPENDITURES/EXPENSES: General Government Services 5,595,330 5,595,330 Public Safety 26,430,649 26,430,649 Physical Environment 332,230 17,594,457 17,926,687 Transportation 1,324,352 1,324,352 Economic Environment 814,640 127,830 2,482,338 3,424,808 Human Services 167,340 167,340 Culture & Recreation 6,618,380 3,315,108 406,740 10,340,228 Debt Service 3,960,210 4,660,763 8,620,973 Other Financing Uses 2,549,522 4,576,520 297,440 7,423,482 TOTAL EXPENDITURES/EXPENSES 47,792,653 127,830 30,146,848 3,186,518 81,253,849 Reserves 398,819 21,030 453,784 9,930 883,563 TOTAL EXPENDITURES AND RESERVES 48,191,472 148,860 30,600,632 3,196,448 82,137,412 MEMORANDUM TO: Sherry Muehlberg, Administrative Manager FROM: Alison MacGregor Harty, City Clerk SUBJECT: Resolution No. 30-98 (Mid-Year Budqet Adjustment) DATE: April 29, 1998 Attached for your file is an executed copy of Resolution No. 30-98 (mid-year budget adjustment). The resolution was approved by the City Commission on April 21, 1998. If you have any questions, please call. AMH/m Attachment cc: Regina Frazier, Budget Administrator MEMORANDUM TO: MAYOR AND CITY COMMISSIONERS FROM: CITY MANAGER~ SUBJECT: AGENDA ITEM # ~'.~' - MEETING OF APRIL 21, 1998 MID-YEAR BUDGET AMENDMENT FOR FY 97-98 DATE: APRIL 17, 1998 Attached you will find Resolution No. 30-98 which amends the budget for Fiscal Year 97-98. Supporting documents and schedules are attached for your review. Also attached is a letter from Pete Daniels requesting an additional $50,000.00 for the library to be used for purchase of research and reference books. The budget amendment in your notebook includes the full $50,000.00. I would be more comfortable, however, with $20,000.00 so that our contingency amount would be about $400,000.00. We have a dispute with the CSX Railroad over a bill for $77,000.00 and other potential needs which, in my opinion, make it prudent to keep the larger amount in contingencies. MEMORANDUM TO: David T. Harden, City Manager FROM: Regina M. Frazier,_Budget Administrato~ THROUGH: Joseph M. Sfiff~nance Director ~ SUBJECT: Mid-Year Budg6t Amendment for FY 97/98 DATE: April 16, 1998 Attached please find Resolution Number 30-98 which amends the budget for Fiscal Year 1997/98. Also attached are supporting schedules and backup documentation for your review. Please let me know if you have any questions. cc: Rebecca O'Connor, Treasurer March 9, 1998 David Harden, City Manager City of Delray Beach 100 NW 1 st Avenue Delray Beach, FL 33444 Dear Mr. Harden: As I recall, the Commission discussed the possibility of further funding for the library at the mid-year point. I understand that this possibility depended upon there being funds available due to a change in the projections and anticipated revenues. I am writing to request an additional $50,000 for the library materials budget. We have been able to fund our library materials budget at $129,000 for this fiscal year. The additional funds would be spent on reference and research books, which is an area of great need. On behalf of the Board and users of the library, we appreciate your consideration. Sincerely, Peter Daniels, Library Director 29 Southeast Fourth Avenue · Delray Beach, Florida 33483 · (561) 266-0194 Fax (561) 266-9757 Mid Year Budget Amendment Fiscal Year 1997/98 General Fund Summar~ All departmental budgets have been amended from the period ending March 31, 1998 at which time the General Fund Budget totaled $47,168,912. Adjustments of $1,022,$60 were made for an amended total of $48,191,472. Adjustments greater than $$,000 have been noted General Fund Revenues General Fund revenue collection for the six-month period ending March 31, 1998 totaled $32,979,838 or 70% of the total Budget. Based on current collections, the City can anticipate a surplus of $1,022,560 by fiscal year end. An analysis of each revenue category is as follows: Ad Valorem Tax Revenue The total collected for this category through March 31, 1998 was $18,723,389 or 91% of the budget. The period of collection for this revenue category is from November 15th through July 31 st. Based on a current trending analysis, the City should have a surplus of $286,060. This is based on estimated surplus balances in current ad valorem taxes ($150,290) and in delinquent ad valorem taxes ($135,770). Sales and Use Taxes Sales and Use Taxes totaled $677,316 or 49% of the budget. The City can expect to be at budget at fiscal year end. Franchise Taxes The City has collected $1,377,014 or 45% of the budget for this category. The City can anticipate a surplus of $49,000 by fiscal year end. This is based primarily on an expected surplus balances in franchise electric revenues ($33,000), franchise gas revenues ($5,000), and franchise cable revenues ($11,000). Utility Taxes Utility Tax revenues totaled $2,864,991 or 53% of the budget. The City can expect a surplus of $154,000. This is attributed to an increase in the estimate for utility taxes based on electric ($42,000), BellSouth ($20,000) and on other communications ($85,000). The increase with respect to other communications is due to an increase in cellular phone use. Mid Year Budget Amendment Fiscal Year 1997/98 Licenses and Permits License revenues totaled $508,897 or 97% of the budget. The City can expect a surplus of $2,000 at fiscal year end. This is due to an estimated surplus of $12,000 in occupational license revenues and an estimated shortfall of $10,000 in occupational license inspection revenues. The shortfall in the latter can be attributed to the fact that the program relative to occupational license inspections has not yet been instituted. Permit revenues collected for the six-month period totaled $893,599 or 54% of the budget. The City can expect a surplus of $24,000. Building permits are at 49%, electrical permits are at 61%, plumbing permits are at 60%, and paving permits are at 71%. It should also be noted that tree permits are at (-25%), no final inspections are at 11%, and miscellaneous permits are at 35% through March, 1998. It should be noted that the collection rate for this category is variable. lnter2overnmental Revenues Intergovernmental revenues are at $2,592,878 or 52% of the budget. The City can anticipate a surplus of $319,680. This is largely due to anticipated surplus balances in COPS MORE ($7,830), COPS Problem Solving Grant ($150,000), cigarette tax ($8,000), sales tax ($125,000), children service council ($8,850), and occupational licenses from the County ($20,000). This surplus is offset by an estimated shortfall in State Revenue Sharing ($8,000). It should be noted that the COPS Problem Solving Grant has offsetting expenditures. Char2es for Services Charges for Services totaled $1,931,270 or 51% of the budget. The City can expect a shortfall of $66,420. This can be attributed to estimated shortfalls in zoning fees ($12,500), plat approval fees ($3,650), conditional use fees ($9,400), cemetery fees ($8,000), parking meter fees ($15,000), beach parking permits ($6,050), tennis memberships ($13,000), and tennis general admissions ($4,000). Surplus balances are expected in commission on merchandise ($1,000) and league and tournament fees ($5,000). Fines and Forfeitures Fines and Forfeitures totaled $299,117 or 63% of the budget. A surplus of $128,380 is expected at fiscal year end. The expected surplus is due to expected surplus balances in general fines ($87,000), police education fines ($9,000), code enforcement fines ($3,800), building reinspection fees ($5,000), and penalties on ad valorem taxes ($25,680). Mid Year Budget Amendment Fiscal Year 1997/98 Miscellaneous Revenue Miscellaneous revenue totaled $591,130 or 70% of the budget. The City can anticipate a surplus of $135,860. This surplus is due to surplus balances in interest earnings ($150,000), refund of prior year expenditures ($16,400), Ramblin Rose ($1,200), and solid waste/stormwater ($2,530) The surplus is offset by an estimated shortfall in interest on accounts receivable ($4,300), tennis stadium revenues, sale of surplus property, and vending revenue ($4,000). Recovery of Administrative Costs are at $859,755 or 50% of the budget. This category should be at budget at fiscal year end. Other Financing Sources Interfund transfers are at $44,000 or 50% of the budget. A shortfall of $10,000 is expected in the transfer from the Utility Tax Debt Service Fund. This can be attributed to lower interest earnings. Contributions from Other Funds are at $1,087,340 or 50% of the budget. This category should be at budget at fiscal year end. General Fund Revenues FY 98 FY 98 APPROVED PROPOSED REVISED CATEGORY BUDGET ADJUSTMENT BUDGET Ad Valorem Taxes 20,627,770 286,060 20,913,830 Sales and Use Taxes 1,385,500 0 1,385,500 Franchise Taxes 3,046,000 49,000 3,095,000 Utility Taxes 5,386,000 154,000 5,540,000 Licenses and Permits 2,164,390 26,000 2,190,390 Intergovernmental Revenues 4,973,300 319,680 5,292,980 Charges for Services 3,759,830 (66,420) 3,693,410 Fines and Forfeitures 473,200 128,380 601,580 Miscellaneous Revenues 2,561,100 135,860 2,696,960 Other Financing Sources 2,262,680 (10,000) 2,252,680 0 Surplus Brought Forward 529,142 0 529,142 Total General Fund Revenues $47,168,912 $1,022,560 $48,191,472 Mid Year Budget Amendment Fiscal Year 1997/98 GENERAL FUND EXPENDITURES General Government Includes the legislative and administrative departments of the City and the Miscellaneous division. The increase in General Government expenditures totals $53,440. There is a decrease in the City Clerk's Office budget of $19,320 since we did not hold an election this year. Management Information Systems funds are required in order to hire a contract programmer to cover the vacancy left by the Senior Analyst as well as the additional funding needed to cover the increased salaries of 2 new Network Engineers. The increase in the City Attorney's Office budget is due to the costs associated with the increased need for outside legal counsel this year. The Building Maintenance division has a net surplus of $12,500 due to staff vacancies. Public Safety Includes the Police and Fire Departments and Community Improvement. The increase in Public Safety expenditures totals $301,789. The Police Department's budget increase includes money for equipment, training and personnel relating to the Problem Solving Grant. A matching revenue in the amount of $150,000 has been incorporated. Also included is funds to cover unanticipated termination pay expenses due to staff attrition. The increase in the Fire Department totals $112,000 for increased overtime resulting from staff shortages due to vacancies, leaves and employees on light duty. Included in the Community Improvement budget is the expensing of the Direct Talk 2 equipment which was previously going to be leased. p...hysical Environment Includes a $4,000 increase in the Public Works Administration division to cover additional costs due to temporary staffing for the Administrative Assistant position. Mid Year Budget Amendment Fiscal Year 1997/98 Transportation The net change in this category is an increase of $14,190. The Street Lighting division includes $9,500 to complete various neighborhood lighting upgrades. The Parking division includes funds for parking meters at Ingraham and Sandoway. These expenses are partially offset by a surplus in the Traffic Operations division due to vacant positions. Culture and Recreation Includes the Parks and Recreation Department, the Old School Square Grant and the Library. The changes in this category equate to a net increase of $41,150. Included is additional funding to replace 3 royal palm trees on Seabreeze as well as additional funds for Irrigation water. Funds are also being transferred out of Parks and Recreation to fund improvements at Miller Park and Pompey Park as listed below. The Library will receive additional funding in the amount of $50,000. Other Financing, Uses Accounts for Interfund transfers. The increase in expenditures totals $252,815. Included in this total is a decrease of $23,620 in Ad Valorem taxes being transferred to the CRA as well as an additional $7,760 which is being transferred to the Community Development Fund to offset the administrative expenses not covered by the SHIP grant. The General Construction Fund is receiving additional funding in the amount of $268,675. Major projects are listed below. Sidewalk Inventory Program 20,765 Repairs at Old School Square 32,000 New roof for the Community Center 60,000 Sidewalk repairs and new sidewalk link for Lake Ida Road 37,500 Additional building repairs (money taken from original budget to 35,000 help fund Tennis Center ticket booth) Pompey Park Ballfield improvements 7,500 Pompey Park fencing* 20,000 Miller Park pavilion* 20,000 Miller Park lighting 59,000 Pineapple Grove streetscape improvements 43,600 E. Atlantic traffic signal modifications 21,650 * Costs offset by a surplus of $40,000 in the Parks and Recreation Department due to staff vacancies in the Athletics and Special Events, Pompey Park and Parks Maintenance divisions. Reserves The remaining balance at~er all revenue and expense adjustments were made resulted in an increase in contingency funds of $355,176 for a balance of 368,819. General Fund Expenditures FY 98 FY 98 APPROVED PROPOSED REVISED CATEGORY/DEPARTMENT BUDGET ADJUSTMENT BUDGET General Government Services City Commission 197,840 0 197,840 City Manager 228,966 0 228,966 Public Information 69,607 0 69,607 Human Resources 320,825 2,400 323,225 City Clerk 449,900 (19,320) 430,580 Finance Administration 788,877 0 788,877 Purchasing 209,742 350 210,092 Management Information Systems 581,823 14,450 596,273 City Attorney 554,040 70,000 624,040 Administrative Services 421,930 (1,940) 419,990 Planning & Zoning 765,919 0 765,919 Engineering 388,730 0 388,730 PW Building Maintenance 283,841 (12,500) 271,341 Miscellaneous Expenditure 279,850 0 279,850 Total General Gov't Services $5,541,890 $53,440 $5,595,330 Public Safety Police 14,185,333 175,245 14,360,578 Fire 9,794,750 112,000 9,906,750 Community Improvement 2,148,777 14,544 2,163,321 Total Public Safety $26,128,860 $301,789 $26,430,649 Physical Environment Public Works Administration 143,850 4,000 147,850 Cemetery 184,380 0 184,380 Total Physical Environment $328,230 $4,000 $332,230 Transportation Streets Maintenance 455,921 5,200 461,121 Traffic Operations 263,706 (9,000) 254,706 Street Lighting 532,031 9,500 541,531 Parking Facilities 58,504 8,490 66,994 Total Transportation $1,310,162 $14,190 $1,324,352 Economic Environment Miscellaneous Grants 180,580 0 180,580 Other Financing Uses 634,060 0 634,060 Total Economic Environment $814,640 $0 $814,640 Human Services Miscellaneous Grants 167,340 0 167,340 Total Human Services $167,340 $0 $167,340 Culture and Recreation Parks and Recreation 5,714,570 (7,530) 5,707,040 Other Grants and Aids 16,900 (1,320) 15,580 Old School Square 182,500 0 182,500 Library 693,260 50,000 743,260 Total Culture and Recreation $6,607,230 $41,150 $6,648,380 Debt Service $3,960,210 $0 $3,960,210 Other Financing Uses $2,296,707 $252,815 $2,549,522 Reserves $13,643 $355,176 $368,819 Total General Fund Expenditures $47,168,912 $1,022,560 $48,191,472 Mid Year Budget Amendment Fiscal Year 1997/98 Water and Sewer Fund Changes in debt service budgeted amounts are due to the issuance of 1997 Water and Sewer Bonds which refunded $14,585,000 in 1991 Water and Sewer Bonds. Community Development Fund Revenue was increased $67,810 to account for the salary reimbursement by the Delray Beach Housing Authority for the Director position. This increase was directly offset by expenditures for salary and benefits. Also, Fiscal Year 1996/97 balances for CDBG, HOME and the Renaissance Program were brought forward. City Garaee Fund (not on exhibit) An increase in funding for automobile purchases in the amount of $153,000 is partially offset by the receipt of grant funding in the amount of $100,000 from the state for CNG vehicles, training and promotional expenses. Also included is an increase in proceeds from the city auction in the amount of $62,050. The changes in the budgets for parts, fuel and outside service are directly offset by corresponding revenues.