HomeMy WebLinkAboutFiscal Year 2013/14 Mid-Year Budget Adjustments3f Gd> 7 as st.r,,u
Dept. ID FN 14-002 Page 1 of 4
Meeting Date: 3/3/2014
CITY OF HUNTINGTON BEACH
REQUEST FOR. CITY COUNCIL. ACTION
MEETING DATE: 3/3/2014
SUBMITTED TO: Honorable Mayor and City Council Members
SUBMITTED BY: Fred A. Wilson, City Manager
PREPARED BY: Lori Ann Farrell, Director of Finance
SUBJECT: Fiscal Year 2013/14 Mid -Year Budget Adjustments
Statement of Issue:
The Finance Department has completed the mid -year review of the Fiscal Year 2013/14 Adopted
Budget. Departments have requested adjustments to their budgets to ensure there are sufficient
appropriations to expedite the hiring of critical public safety personnel, cover contracted costs, fund
unanticipated and emergency expenses, address critical capital and facilities needs and adequately
account for the City's workers' compensation costs.
Financial Impact:
1. General Fund (Fund 100): This action will result in $899,500 in increased appropriations for the
Fire, Police, Non -Departmental and Human Resources Departments as reflected in Attachment
1. Of this amount, $168,000 will be reimbursed by a commensurate amount of revenue for a net
neutral impact. Of the remaining, $731,500 in appropriations requested, there is sufficient
General Fund revenue to support these costs primarily from actual increases in State
allocations to the City for Triple Flip sales tax revenues and Property Tax In -Lieu -of -VLF
allocations above budgeted levels.
2. Disability Access Fund (Fund 234): City Council authorization is requested for $21,000 in
additional appropriations offset by $21,000 in additional revenues for a net neutral fiscal impact.
3. Workers' Compensation Fund (551): This action will authorize $5,568,148 in additional
appropriations for the new internal services Workers' Compensation Fund. A commensurate
amount of revenue will be transferred from all Departments and Funds to cover these costs, for
a net neutral fiscal impact.
4. Sewer Service Fund (511): This action will authorize $1,000,000 in additional appropriations to
perform emergency sewer repairs.
Recommended Action:
Approve adjustments to the Fiscal Year 2013/14 Revised Budget in the following Funds and
amounts: 1) $899,500 in the General Fund (100); 2) $21,000 in the Disability Access Fund (234); 3)
$5,568,148 in the Workers' Compensation Fund (551); and 4) $1,000,000 in the Sewer Service
Fund (511).
Alternative Action(s):
Do not approve the recommended action and direct staff accordingly.
HB -109- Item 5. - I
Dept. ID FN 14-002 Page 2 of 4
Meeting Date: 3/3/2014
Analysis:
The Fiscal Year 2013/14 Budget was adopted by the City Council on September 3, 2013. The
Finance Department provides regular budget updates and reports to the City Council throughout
the year, typically returning to the City Council with a mid -year review approximately half -way
through the fiscal year. The Finance Department has compiled recommended budget adjustments
for certain Departments to cover these additional costs and/or provide appropriations necessary to
expend funds that have been received for specific purposes. The City is currently experiencing a
slight revenue improvement that can sufficiently cover appropriations requested by Departments to
expedite hiring and to address pressing capital needs.
1. General Fund (100): General Fund budget appropriations are requested by various City
departments totaling $899,500 as follows:
a) The Fire Department is requesting an additional $193,000 for professional services that
includes environmental engineering services and background investigative services. A total
as -needed amount of $143,000 is requested for environmental services related to
development activities and will be reimbursed by developers once the services are finalized,
for a cost neutral impact. A budget adjustment of $50,000 in background investigative
services is requested to expedite the hiring process and to increase the Fire Department's
professional services listing authority by a commensurate amount to ensure compliance with
Administrative Regulation No. 228. In addition, the FY 2013/14 Adopted Budget contains
$250,000 for the OC Lifeguards Contract. On September 16, 2013, the Fire Department
requested, and the City Council approved, a revised staffing model that reflects City
personnel in the Marine Safety Division providing lifeguard services at Sunset Beach. A
budget adjustment of $176,500 is requested to fully implement this approved service
delivery model.
b) The Police Department is requesting $180,000 to cover unexpected fee increases from the
Animal Control Services Contract with the County of Orange Animal Care Agency. The
Agency provides animal care and shelter services for Huntington Beach and 19 other
Orange County cities. For FY 2013/14, the Police Department's Budget includes $475,515
for the Animal Control Service Contract. However, the total estimated cost for this contract
is approximately $655,000 based on information presented by the County. It is anticipated
there will be sufficient revenue in the General Fund Budget available to offset this increase.
c) The Human Resources Department is requesting $25,000 to cover start-up costs for the
new flexible spending accounts provider. When changing providers, the City provides start-
up costs to the new provider. These costs are recovered when the provider agreement is
terminated. As a result, these costs were recovered from the previous provider resulting in
a cost -neutral impact.
d) The Public Works Department is requesting $325,000 for two infrastructure projects,
$250,000 to upgrade the City Council Chamber, and $75,000 for the Bartlett Park landscape
cleanup. The Council Chamber, Conference Rooms B-7 and B-8, and the lower level lobby
are in disrepair due to many years of deferred maintenance. This project will replace the
ripped and damaged carpet in all the rooms and lobby, rehabilitate and re -upholster the
public stadium seating, replace the damaged accordion doors, update the paint and wall
coverings, replace the window coverings and lobby cabinetry. If approved, funds are to be
appropriated in the Non -Departmental Capital Projects Budget. This additional expense
ensures that the City maintains compliance with the City Charter Section 617(b), which
requires the City spend at least 15 percent of General Fund revenue received on
Item 5. - 2 HB -110-
Dept. ID FN 14-002 Page 3 of 4
Meeting Date: 3/3/2014
infrastructure each year, as measured by a five-year rolling average. Sufficient General
Fund revenue is available to support this request.
2. Disability Access Fund (2341: On February 19, 2013, the City Council approved an
appropriation for the new State Mandated Disability Access Fee SB 1186. This bill, effective,
January 1, 2013, requires the City to: 1) charge and collect a $1.00 fee on any new or renewed
business license issued between 2013 and 2018; 2) submit 30 percent of the fees collected to
the State; and 3) use the remaining 70 percent of fees collected to improve access to
businesses by individuals with disabilities, and develop education resources for businesses to
facilitate compliance. Under the law, the City can use five percent of their 70 percent share of
the funds towards related administrative costs. The City issues approximately 21,000 business
license per year, resulting in approximately $21,000 per year in fee revenue. This additional
appropriation is necessary to assist the City in covering the costs associated with administering
the program, at a neutral fiscal impact.
3. Workers' Compensation Fund (551) The creation of the Workers' Compensation Internal
Service Fund is requested in the FY 2012/13 Year -End Budget Adjustments Council Letter
dated February 18, 2014, for last year's budget. If the new fund is approved for the last fiscal
year, staff is also requesting $5,568,148 in budget appropriation for the current fiscal year,
which began October 1, 2013, to reflect projected workers' compensation costs in all funds for
FY 2013/14. These expenditures are cost -neutral as a commensurate amount of payroll
charges will be received from all Departments and Funds citywide. Going forward, the annual
Workers' Compensation appropriations will be included as part of the ongoing annual budget
development process.
4. Sewer Service Fund (511): In February 2014, the Public Works Department performed
emergency repairs on a sewer siphon located at the intersection of Brookhurst and
Indianapolis. The leaking siphon, which was discovered during a routine inspection, created
voids in the substructure underneath the pavement. The Public Works Department immediately
solicited two bids from reputable contractors and processed a requisition to Mike Prilich and
Sons in the amount of $977,597, utilizing funds previously designated for the construction of the
Trinidad Lift Station (51189009) as approved in the FY 2013/14 Capital Improvement Program
(CIP). As a result of this action, there is a budget shortfall in the approved CIP budget. The
Public Works Department is requesting an appropriation of $1,000,000 from the Sewer Service
Fund Balance (511) to the Sewer Service Maintenance Account 51185201.82600 in order to
resolve the budget shortfall.
Environmental Status:
Not Applicable.
Strategic Plan Goal:
Improve Long -Term Financial Sustainability
Improve the City's Infrastructure
Enhance and Maintain Public Safety
Enhance Economic Development
Develop, Retain and Attract Quality Staff
Enhance Quality of Life
HB -111- Item 5. - 3
Dept. ID FN 14-002 Page 4 of 4
Meeting Date: 3/3/2014
Attachment(s):
1. Fiscal Year 2013/14 Recommended Mid -Year Budget Adjustments by Fund
Item 5. - 4 HB -112-
ATTACHMENT 1
Fiscal Year 2013/14 Recommended Mid -Year Budget Adjustments by Fund
GENERALFUND
and No
Fund Name
Appropriation
Dept
100
General Fund
$
176,500
Fire
100
General Fund
$
143,000
Fire
100
General Fund
$
50,000
Fire
100
General Fund
$
180,000
Police
100
General Fund
$
25,000
Human Resources
100
General Fund
$
325,000
Non -Departmental / Infrastructure
$
899,500
DISABILITY ACCESS FUND
Fund No Fund Name Appropriation Dept
234 Disablity Access Fund - City $ 14,700 Non -Departmental
234 Disablity Access Fund - State $ 6,300 Non -Departmental
$ 21,000
WORKERS' COMPENSATION FUND
Fund No Fund Name Appropriation Dept
551 Workers' Compensation Fund $ 5,568,148 Human Resources
Fund No Fund Name Appropriation Dept
511 Sewer Service Fund $ 1,000,000 Public Works
HB -10- Item 5. - 5