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HomeMy WebLinkAboutVIII-08 Approve 2022 Budget Amendments and Fund Closures City Council Memorandum To: Mayor Fasbender & City Councilmembers From: Chris Eitemiller, Finance Manager Date: May 1, 2023 Item: 2022 Budget Amendment and Fund Closures Council Action Requested: Council is asked to approve a budget amendment and Fund closures. All of these will have an effective date of December 31, 2022. Background Information: General Fund: The General Fund balance will increase by approximately $1 million, with the major revenue changes noted as follows: Non-Departmental decreased from budget $3,732,448. One significant factor was $2 million not being spent on the City Hall Dome project. The $2 million is a reimbursable grant from the State of MN. Another factor was the pace the City has spent the ARPA grant. Because $1,255,948 less than planned was spent due to the pace of multiple projects, the City could not recognize this as 2022 revenue. Because of accounting rules, the balance not spent was booked as unearned revenue. These funds will still be spent as the projects advance to completion. Building & Inspections’ revenue exceeded budget by $746,077, due to another year that saw a significant increase in permit revenues issued. The Public Works Engineering revenue is based on a percentage pertaining to the 2022 street project. Since the budget is an estimate, it needs to be amended to the actual amount. The Public Works Streets division slightly exceeded revenue compared to budget due to street opening permits. The Parks department’s General Fund revenue exceeded budget due to tree removal service revenues. General Fund expenditures were $4.2 million under budget. By far, the most significant portion of this variance was Facilities Management, which finished the year $3,036,489 under budget. This was due to delays in the City Hall Dome project, which was about $2.2 million less than budgeted. This project will still need to be finished, planned in 2023-2024. Another significant budget variance is in the Finance department. Due to scheduling issues, much of the Finance system project was delayed, resulting in a positive budget variance of $316,857. This project will not fully begin until later in 2023, with an expected completion date in 2024. The most significant variance remaining is in the Public Works Street division, which finished 2023 $410,770 below budget. Most of this variance was in capital equipment which was nearly $300,000 below budget because of delays in receiving orders. The largest of these was $260,000 for a dump truck, which is expected to be received in 2023. The remainder of savings was in personnel, and services. Savings in personnel, services, and capital spread across all other departments, comprises the remainder of this variance. Special Revenue Funds: The Fire/EMS Fund had a negative budget position for 2022 of $601,189.98. This was entirely due to lower ambulance revenues. Steps are being taken that will hopefully improve revenues going forward. Enterprise Funds: The only enterprise fund that had a negative variance in 2022 was the Hydro Plant. This variance was $16,091. The reason was costs associated with the Wildcat Solar Garden. Without these costs, the Hydro Plant would have had a positive variance. VIII-08 Fund closures- Request authorization to close the following funds: 2016 Equipment Certificates Parks Facilities Bonds 2001 2010 General Obligations Bonds 2011 General Obligations Bonds 2020 Street Improvements 2021 Street Improvements Before closing the 2021 Improvements fund, staff requests approval to transfer in funds from the Budget Stabilization Fund. This was planned in the 2021 budget but wasn’t completed. This left the 2021 Improvements fund with a negative balance. Completing this transfer will resolve this situation. For the other funds, any residual amounts remaining will be transferred to our Debt Redemption fund. Financial Impact: The budget amendment creates a significant positive position in the general fund of $1,022,568. The final year-end position for the fund may vary slightly as adjusting entries associated with our annual audit are made. Advisory Commission Discussion: None. Council Committee Discussion: None. Attachments: • 2022 Budget resolution, Fund closures VIII-08 CITY OF HASTINGS DAKOTA COUNTY, MINNESOTA RESOLUTION 5-XX-23 A RESOLUTION AMENDING THE 2022 BUDGET AND FUND CLOSURES AND TRANSFERS WHEREAS, the Mayor and City Council adopted the 2022 budget on December 6, 2021; and WHEREAS, there is a need to amend the budget and close funds; WHEREAS, there is also the need to transfer any residual monies from funds closing; WHEREAS, any residual dollars from the following funds will be transferred to the debt redemption fund for future council direction; NOW THEREFORE LET IT BE RESOLVED THAT, the budget is amended as follows with an effective date of December 31, 2022: Fund closures 2016 Equipment Certificates Parks Facilities Bonds 2001 2010 General Obligations Bonds 2011 General Obligations Bonds 2020 Street Improvements 2021 Street Improvements VIII-08 General Fund Revenues by Major Category: 2023 Budget Change Amended 4/1/23 w/rollovers Non-Departmental 14,895,919 (3,495,415) 11,400,504 Investments 45,000 (237,033) (192,033) City Clerk 103,750 2,207 105,957 Finance - - - Facility Maintenance 33,880 (15,015) 18,865 Planning 17,000 7,837 24,837 I.T.- 612 612 Police 597,056 241,257 838,313 Building & Inspections 431,200 746,077 1,177,277 Safety 10,000 (19,990) (9,990) Public Works-engineering 511,000 64,940 575,940 Public Works-Streets 611,000 21,226 632,226 Public Works-Street Lights 1,000 3,941 4,941 Parks & Recreation 75,500 41,878 117,378 Miscellaneous - - - Transfers In 472,380 - 472,380 Total Revenues 17,804,685 (2,637,477) 15,167,208 Expenditures by Major Function: Council & Mayor 115,157 15,064 100,093 Adminstration 330,496 12,915 317,581 City Clerk 651,097 95,897 555,200 Finance 1,066,765 316,857 749,908 Legal 236,500 7,626 228,874 Facility Management 3,614,684 3,036,489 578,195 Planning 244,460 (4,865) 249,325 I.T.807,158 94,741 712,417 Police 6,036,509 54,563 5,981,946 Building & Inspections 738,386 (27,498)765,884 Safety 2,700 (10,651)13,351 Public Works-Engineering 560,833 42,700 518,133 Public Works-Streets 2,022,652 410,770 1,611,882 Public Works-Street Lights 216,800 (41,828)258,628 Public Works-Sidewalks 25,000 21,075 3,925 Parks & Recreation 126,950 (56,482)183,432 Miscellaneous/Transfers Out 1,557,856 241,991 1,315,865 Total Expenditures 18,354,003 4,209,364 14,144,640 Revenues less Expenditures (549,318) (1,571,886) 1,022,568 Appropriated Fund Balance 549,318 1,571,886 (1,022,568) VIII-08 Adopted this 1st day of May 2023, Mary Fasbender, Mayor Attest: Kelly Murtaugh, City Clerk 2023 Budget Special Revenue Funds w/rollovers Change Amended 2/13/23 Revenues: Fire/EMS 4,608,077 (568,828) 4,039,249 - Total Revenues 4,608,077 (568,828) 4,039,249 Expenditures: Fire/EMS 4,636,445 (3,994) 4,640,439 - Total Expenditures 4,636,445 (3,994) 4,640,439 Revenues less Expenditures (28,368) (572,822) (601,190) Appropriated Fund Balance (28,368) (572,822) (601,190) VIII-08