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2003-25173 ResoRESOLUTION NO. 2003-25173 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPRO- PRIATING AN ADDITIONAL $1,751,444 TO THE RESERVE FOR CONTINGENCIES IN THE GENERAL FUND (11% EMERGENCY RESERVE) FROM THE UNDESIGNATED FUND BALANCE OF THE GENERAL FUND. WHEREAS, the Mayor and City Commission adopted Resolution No. 96-22014 on June 5, 1996, establishing a Reserve for Contingencies of $10 million in the General Fund; and WHEREAS, on February 18, 1998, the existing resolution was amended to bring the definition of emergency in line with the City Charter, which defined a public emergency as one that affects life, health , property or public safety and requires when such a condition exists that City Commission adopt an emergency ordinance by a five -sevenths (5/7) vote; and WHEREAS, bond rating agencies, (Fitch, Moody's, and Standard & Poor's) view fund balance reserve policy and the related reserve adequacy as a very significant criteria in assessing a government's credit worthiness; and WHEREAS, said Resolution provided for said Reserve to be adjusted annually, to equal 11% of the current General Fund Operating Budget; and WHEREAS, said Resolution provides for the appropriation of an additional $1,751,444 which will bring the said Reserve to $17,414,131 (includes $108,887 from the sale of the City owned property located at 1749 Jefferson Avenue, Resolution No. 99-23396 adopted on November 17, 1999), which is 11% of the Fiscal Year 2002/03 General Fund Operating Budget. NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that an additional $1,751,444 of the balance in the Undesignated Fund Balance in the General Fund of the City be appropriated into the Reserve for Contingencies in the General Fund (11% Emergency Reserve). PASSED AND ADOPTED THIS 9th A- Pax it,_ CITY CLERK April 2003. MAYOR APPROVED AS TO FORM & LANGUAGE & FOR EXECUTION CITY OF MIAMI BEACH COMMISSION ITEM SUMMARY Condensed Title: Resolution appropriating an additional $1,751,444 to the Reserve for Contingencies in the General Fund (11% Emergency Reserve) from the Undesignated Fund Balance of the General Fund. Issue: The Reserve for Contingencies must remain at 11% of the General Fund Operating Budget for the current fiscal year. The approval of this resolution will accomplish this goal. Bond rating agencies, (Fitch, Moody's, and Standard & Poor's) view fund balance reserve policy and the related reserve adequacy as very significant criteria in assessing a governments credit worthiness. Item Summary/Recommendation: Adopt the Resolution Advisory Board Recommendation: N/A Financial Information: Amount to be expended: Source of Funds: Finance Dept. 1 2 I3 I 4 Total Amount Account Approved $1,751,444 Undesignated Fund Balance of the General Fund Si n -Offs: Department Director fr) Assistant City Manager City Manager AGENDA ITEM R7D DATE 9'--1-03 CITY OF MIAMI BEACH CITY HALL 1700 CONVENTION CENTER DRIVE MIAMI BEACH, FLORIDA 33139 h ttp:\\a . m i a m i -beach . fl. u s COMMISSION MEMORANDUM TO: Mayor David Dermer and Members of the City Commission FROM: Jorge M. Gonzalez City Manager V DATE: April 9, 2003 SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, APPROPRIATING AN ADDITIONAL $1,751,444 TO THE RESERVE FOR CONTINGENCIES IN THE GENERAL FUND (11% EMERGENCY RESERVE) FROM THE UNDESIGNATED FUND BALANCE OF THE GENERAL FUND. ADMINISTRATION RECOMMENDATION Adopt the Resolution. ANALYSIS The current reserve for contingencies is $15,662,687 which includes $108,887 from the sale of the City owned property located at 1749 Jefferson Avenue (Resolution No. 99- 23396 adopted on November 17, 1999). As the City's General Fund Operating Budget totals $157,320,404 for the 2002/03 fiscal year, the 11% reserve should now be $17,414,131 (including the $108,887 mentioned above). The additional appropriation of $1,751,444 in this resolution will bring the reserve to the required amount of $17,414,131, which represents approximately 1.6 months (6 weeks) of General Fund operating expenditures if the annual budget was expended ratably throughout the year. This appropriation has historically been made as the year-end audit nears completion and the results of the prior year's operations are known. BACKGROUND On June 5, 1996, the City Commission adopted Resolution No. 96-22014 which established a permanent reserve in the General Fund for contingencies to be held for use in an emergency. This resolution established the reserve at $10 million and required that the reserve be maintained at a minimum amount of eleven percent (11%) of the existing General Fund Budget. Expenditure of these funds was permitted only, if and when an emergency was declared, and the expenditure was authorized by a majority of the City Commission. On February 18, 1998, it became necessary to further safeguard and clarify the use of these funds. The existing resolution was amended to bring the definition of emergency in line with the City Charter, which defined a public emergency as one that affects life, health , property or public safety and requires when such a condition exists that City Commission adopt an emergency ordinance by a five -sevenths (5/7) vote. Bond rating agencies, (Fitch, Moody's, and Standard & Poor's) view fund balance reserve policy and the related reserve adequacy as very significant criteria in assessing a government's credit worthiness. In fact, Fitch believes that "it is appropriate to explicitly give greater weight in the credit rating process to such standards" and rates the best practice of a fund balance reserve policy as perhaps the most effective practice an issuer can use to enhance its credit rating. In accordance with the resolution adopted by the City Commission on June 5, 1996, and amended on February 18,1998, this action is required to maintain the reserve for contingencies at the required level. JMG/PDW/JC