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94-21436 ResoRESOLUTION NO. 94-.21436 A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AUTHORIZING THE THIRD AMENDMENT TO THE FISCAL YEAR 1993/94 BUDGET TO PROVIDE FOR: 1) THE REALLOCATION OF FUNDING BETWEEN GENERAL FUND DEPARTMENTS THEREBY INCREASING THE APPROPRIATIONS OF CERTAIN DEPARTMENTS AND DECREASING THE APPROPRIATIONS. OF OTHER DEPARTMENTS. WHEREAS, a review of departmental expenditures and encumbrances ' indicates savings in some departments and overexpenditures of appropriations in other departments; and WHEREAS, Florida Statutes prohibit the overexpenditure of departmental budgets, therefore, necessitating increased appropriations to the following General Fund departments: City Attorney Police Fire $ 45,200; $307,000; $ 48,000;and WHEREAS,,the aforestated increases will be offset by decreases to the following General Fund departments: City Clerk Finance General Services Public Works Beach Patrol Citywide $ 70,000; $ 60,000; $ 65,000; $ 35,000; $ 40,000; $130,200;and WHEREAS, these increased appropriations to certain General Fund departments will be funded by reallocating appropriations from other departments which have generated savings during the fiscal year, the net of which results in no overall expenditure increase within the General Fund; and NOW, THEREFORE, BE IT DULY RESOLVED BY THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, that the City Commission of the City of Miami Beach hereby authorizes the third, amendment to the FY 1993/94 operating expenditure budget for the General Fund whose overall appropriation remains constant at $81,798,899, as summarized herein. FY 1993194 FY 1993194 Current Budget Increase/ Amended Budget As of Sept. 22,1994 (Decrease) As of Dec. 21,1994 GENERALFUND OPERATING REVENUES Ad Valorem Taxes $36,173,626 , $0 $36,173,626 Other Taxes 14,963,731 0 14,963,731 Licenses and Permits 5,614,044 0 5,614,044 Intergovernmental 9,411,120 0 9,411,120 Charges for Service 1,655,000 0 1,655,000 Fines and Forfeits 2,551,654 0. 2,551,654 Interest 775,000 0 775,000 Rents and Leases 1,025,052 0 1,025,052 Miscellaneous 6,330,252 0 6,330,252 Other 3,205,136 0 . 3,205,136 Fund Balance 94,284 0 94,284 Subtotal $91,798,899 $0 $81,798,899 GENERAL OBLIGATION DEBT SERVICE Ad Valorem Taxes $10,148,977 $0 $10,148,977 Special Assessments 250,000 0 250,000 Subtotal $10,398,977 0 $10,398,977 Total Revenues $92,197,876 $0 $92,197,876 EXPENDITURES Mayor and Commision $502,967 $0 $502,967 City Manager 1,410,803 0 1,410,803 City Attorney 2,380,150 45,200 2,425,350 Children and Families Affairs 45,000 0 45,000 City Clerk 649,682 (70,000) 579,682 Community Relations/PIO 455,120 0 455,120 Finance 1,378,748 {60,000) 1,318,748 Management and Budget 619,470 0 619,470 Human Resources 1,095,539 0 1,095,539 Building Services 2,758,596 0 2,758,596 Devel,Design & Hist Pres 1,310,166 0 1,310,166 Rec, Culture & Parks 9,174,368 (40,000) 9,134,368 General Services 1,961,811 (65,000) 1,896,811 Public Works 1,921,894 (35,000) 1,886,894 Fire 15,687,251 48,000 15,735,251 Police 30,230,923 307,000 30,537,923 Citywide 10,216,411 (130,200) 10,086,211 Subtotal $81,798,899 0 $81,798,899 GENERAL OBLIGATION DEBT SERVICE Debt Service $10,398,977 $0 $10,398,977 Subtotal $10,398,977 0 $10,398,977 Total Expenditures $92,197,876 $0 $92,197,876 PASSED and ADOPTED this 21st day of Decembei Attest by: ITY CLERK (� Funding Approved MANAGE�T AND BUDGET FORM CITY OF MIAMI BEACH CITY HALL 1700 CONVENTION CENTER DRIVE MIAMI BEACH FLORIDA 33139 COMMISSION MEMORANDUM NO. TO: Mayor Seymour Gelber and DATE: December 21, 1994 Members of the City Commission FROM: Roger M. Carlto City Manager SUBJECT: A RESOLUTION OF THE MAYOR AND CITY COMMISSION OF THE CITY OF MIAMI BEACH, FLORIDA, AMENDING THE FISCAL YEAR 1993/94 BUDGET FOR THE GENERAL FUND. RECOMMENDATION• The Administration recommends that the City Commission approve the third amendment to the Fiscal Year (FY) FY 1993/94 budget for the General Fund to provide reallocation of appropriations by adopting the attached Resolution. BACKGROUND: On September 8, 1994, the Administration presented the second amendment to FY 1993/94 budgets for General, Enterprise, and Internal=_�ervice Funds which was subsequently adopted by the Commission. on September 22, 1994. At that time, the City Commission was apprised that another amendment may be necessary to provide for either unanticipated expenditures or transactions which occurred as part of the fiscal year end closing process. At this writing, our review of the City's general ledger indicates that there are three departments which have exceeded their annual expenditure appropriations. As Florida Statutes prohibit the overexpenditure of departmental budgets, it is necessary for a budget amendment to the General Fund for FY 1993/94 to be reviewed and approved by the City Commission. The increased allocations will be offset by savings in other areas. Members of the Budget Advisory -Committee (BAC) were advised of this proposed amendment during their meeting of December 13, 1994, by way of a brief oral update. I. GENERAL FUND DEPARTMENT APPROPRIATION REALLOCATIONS A. City Attorney - $45,200 This amendment provides an additional $45,200 to cover AGENDA ITEM R-1-b DATE I ") _� 1-9 V Amending FY 1993/94 General Fund Budget Page 2 December 21, 1994 payment of fees incurred when outside counsel is engaged to represent the City of Miami Beach in suits which require expertise'in the area of labor relations. The $45,200 represents a two percent (20) overexpenditure for the existing $2,380,150 overall budget of the City Attorney's Office. This overexpenditure will be funded through reallocated departmental savings identified elsewhere within the General Fund. B. Police - $307,000 This. amendment provides an additional $307,000 to fund the City's share of pension contributions due to the Supplemental Police/Fire Pension Plan as established in the final actuarial valuation prepared as of October 1, 1993, for the period October 1, 1993 through September 30, 1994, issued by memorandum dated April 26, 1994, prepared by the Pension Plan Administrator. Since the adopted budget was predicated on an annual estimated —contribution for both the Base and Supplemental Plans totaling $4,907,728, while the final valuation for both the Base and Supplemental Plans totaled $5,287,451, a gap of $379,723 resulted. Since the contributions for the Base Plan are "fixed" one year in advance, no change resulted. However, the Supplemental Plan is not fixed at the time of annual budget adoption, hence an estimate is used for budgetary purposes. As noted previously, "final" valuations were not issued until April 26, 1994. Since State Statute prohibits deferral of current year contributions for the Supplemental Plan to future years, this gap had to be paid concurrent with Fiscal Year 1993/94. The gap between the estimate and the final valuation caused the department's overall expenditure budget to be exceeded by $307,000. The department was able to absorb only a portion of this increase. Therefore, an amendment is now requested. The $307,000 represents a one percent (lo) overexpenditure for the existing $30,230,923 overall budget of the Police Department. Amending FY 1993/94 General Fund Budget Page 3 December 21, 1994 This overexpenditure will be funded through reallocated departmental savings identified elsewhere within the General Fund. C. Fire - $48,000 This amendment provides an additional $48,000 to fund the City's share of pension contributions due to the Supplemental Police/Fire Pension Plan as established in the final actuarial valuation prepared as of October 1, 1993, for the period October 1, 1993 through September 30, 1994, issued by memorandum dated April 26, 1994, prepared by the Pension Plan Administrator. Since the adopted budget was predicated on an annual estimated contribution for both the Base and Supplemental Plans totaling $3,486,989, while the final valuation for both the Base and Supplemental Plans totaled $3,756,786, a gap of $269,797 resulted. Since the contributions for the Base Plan are "fixed" one year in advance, no change resulted. However, the Supplemental Plan is not fixed at the time of annual budget adoption, hence an estimate is wised for budgetary purposes. As noted previously, "final" valuations were not issued until April 26, 1994. Since State Statute prohibits deferral of current contributions for the Supplemental Plan to future years, this gap had to be paid concurrent with Fiscal Year 1993/94. The gap between the estimate and the final valuation caused the department's overall expenditure budget to be exceeded by $48,000. Due to the fact that other expenditure line items were underbudget, the department was able to absorb in large measure the majority of this increase, with the exception of $48,000. Therefore, an amendment in a like amount is now requested. The $48,000 represents less than a one percent overexpenditure for the existing $15,687,251 overall budget of the Fire Department. This overexpenditure will be funded through reallocated departmental savings identified elsewhere within the General Fund. Amending FY 1993/94 General Fund Budget Page 4 December 21, 1994 SUMMARY:, 1. GENERAL FUND APPROPRIATION REALLOCATIONS A. REALLOCATION OF CURRENT EXPENDITURES Increased Appropriations DEPARTMENT AMOUNT City Attorney 45,200 Police 307,000 Fire 48.000 Total Increase $400,200 Decreased Appropriations DEPARTMENT AMOUNT City Clerk 70,000 Finance 60,000 General Services 65,000 Public Works 35,000 Bea�Patrol 40,000 Citywide 130,200 Total Decrease ($400,200) NET INCREASE/(DECREASE) IN EXPENDITURES -0- CONCLUSION• The attached Resolution will enact the third amendment to departmental appropriations within the General Fund for FY 1993/94. This action is necessary to comply with Florida Statutes which stipulate that we may not expend more than appropriations provide. Reallocation of departmental savings will provide the source for this third budget amendment. Comparing actual revenues and expenditures to adopted revenues and expenditures for the General Fund indicates that a balanced budget was maintained for the year. At this writing, actual operating revenues received by the General Fund from all sources total $81,633,514, which is close to adopted revenues from all sources totaling $81,798,899. Actual operating expenditures incurred by all departments within the General Fund total $79,382,838, which compares favorably to adopted operating Amending FY 1993/94 General Fund Budget Page 5 December 21, 1994 expenditures totaling $81,798,899. This activity resulted in an excess of actual operating revenues over actual operating expenditures totaling $2,250,676. As set forth in the Five -Year Financial and Strategic Operating Plan, we anticipate that a $1,038,599 contribution to fund balance will still be achieved after reserving $1,212,077 for Prior Year Encumbrances. This will bring the total Fund Balance at September 30, 1994, to $6,774,727, of which $1,212,077 is reserved for Prior Year Encumbrances. At September 30, 1994, fund balance would then represent 8.3 0 of budget. Turning to Fiscal Year 1994/95, a $430,000 contribution to fund balance is budgeted. The goal of the Five -Year Financial and Strategic Operating Plan is to achieve a general fund balance which represents ten percent (10%) of budget at September 30, 1997, thus bringing reserves to prudent levels. The prudent fiscal practices of the City of Miami Beach have resulted in this financial performance. It is important to note that these numbers are preliminary in nature due to the fact that the City's financial records are not yet clos until after the external auditors complete their review. Historically, this occurs in- mid January, with the City's Comprehensive Annual Financial Report (CAFR) for the Year Ended September 30, 1994, available in early March, which will be presented to the Audit, Capital Improvements, and Finance Committees, and the City Commission for review. RMC:DJJ:JC:me