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HomeMy WebLinkAboutInfrastructure Annual Report for FY 2013-2014Dept. ID PW 14-049 Page 1 of 2 Meeting Date: 8/18/2014 ,4,0iq®ae76 -7 -in CITY OF HUNTINGTON BEACH REQUEST FOR. CITY COUNCIL ACTION MEETING DATE: 8/18/2014 SUBMITTED TO: Honorable Mayor and City Council Members SUBMITTED BY: Fred A. Wilson, City Manager PREPARED BY: Travis K. Hopkins, PE, Director of Public Works SUBJECT: Receive and file the Infrastructure Annual Report for FY 2013-2014 Statement of Issue: The City Charter requires an annual review and performance audit of the Infrastructure Fund, and a report of the findings to the City Council prior to adoption of the following fiscal year budget. This review covers the current fiscal year (FY) 2013-14. Financial Impact: None Recommended Action: Receive and file the Infrastructure Annual Report for FY 2013-2014. Alternative Action(s): Instruct staff to make revisions and resubmit at a later date. Analysis: The Infrastructure Fund was established 2002, by City Charter Section 617(c). The City Council shall by ordinance establish a Citizens Infrastructure Advisory Board to conduct an annual review and performance audit of the Infrastructure Fund and report its findings to the City Council prior to adoption of the following fiscal year budget. The Public Works Commission serves as the Advisory Board. The single substantial revenue source to the fund is General Fund excess fund balance per the Financial Policy adopted in FY 2006-2007 and revised in FY 2009-2010 to allow for an Economic Uncertainties Reserve commitment. There were no General Fund transfers to the Infrastructure Fund during the current fiscal year. Total expenditures this year are projected to be $204,750. The fund balance at year's end is projected to be $5,506,223. Per the City Charter, the Infrastructure Fund is designated for the sole purpose of infrastructure expenditures. "Infrastructure" is defined in the Charter as "long-lived capital assets that normally are stationary in nature and normally can be preserved for significantly greater number of years. They include storm drains, storm water pump stations, alleys, streets, highways, curbs and gutters, sidewalks, bridges, street trees, landscaped medians, parks, beach facilities, playgrounds, traffic signals, streetlights, block walls along arterial highways, and all public buildings and public ways. Item 4. - 1 HB - l 02- Dept. ID PW 14-049 Page 2 of 2 Meeting Date: 8/18/2014 Environmental Status: Not applicable Public Works Commission Action: The annual Infrastructure Fund Report was approved at the July 16 2014, Public Works Commission regular meeting by a vote of 6-0. Strategic Plan Goal: Improve the City's infrastructure Attachment(s): FY 13-14 Infrastructure Fund Annual Report HB -103- Item 4. - 2 A REQUESTCITY OF HUNTINGTON BEAC PUBLIC WORKS COMMISSIO Item No. PW 14-14 SUBMITTED TO: Chairman Brenden and Members of the Commission SUBMITTED BY: Travis K. Hopkins, PE, Director of Public Works DATE: July 16, 2014 SUBJECT: Approve Infrastructure Fund Annual Report for Fiscal Year 2013/14 Statement of Issue: The City Charter requires an annual review and performance audit of the Infrastructure Fund, and a report of the findings to the City Council. This review covers the current fiscal year (FY) 2013/14. Funding Source: Infrastructure Fund No. 314 Recommended Action: Motion to recommend to City Council approval of the Infrastructure Fund Annual Report. Alternative Action(s): Direct staff to modify the Annual Report. Analysis: The Infrastructure Fund was established in 2002, by City Charter Section 617. "... (c) The City Council shall by ordinance establish a Citizens Infrastructure Advisory Board to conduct an annual review and performance audit of the Infrastructure Fund and report its findings to the City Council prior to adoption of the following fiscal -year budget." The single substantial revenue source to the fund is General Fund excess fund balance per the Financial Policy adopted in Fiscal Year 2006/07. The Policy was revised beginning in Fiscal Year 2009/10 to allow for an Economic Uncertainties Reserve commitment. Excerpts addressing the Infrastructure Fund for the previous and current policies are shown in Attachment 1. Revenue 1. The maintenance agreement for the traffic signal at Beachmont Plaza provided $9,833. 2. Interest and market adjustments are paid in proportion to the citywide investments and fund balance. Item 4. - 3 HB - 04- Expenditures Budgeted expenditures and expenditure adjustments for FY 2013/14 consisted of carry over projects from 201 1 /12 and new funds, including: $46,750 was included in the annual CIP carry over for City Yard Building Improvements. These funds were carried over from FY 12/13 as an encumbrance and are currently being spent. ® Heil Pump Station Property Acquisition - It is anticipated that the funds will be carried forward into the new fiscal year. A Hazard Mitigation Grant that would provide $2,250,000 in funding to complete the project is pending. ® $1.5M was budgeted in FY 13/14 to begin work on the new Senior Center. These funds will be carried over into FY 14/15. The Infrastructure Fund is being used as a holding account for developer fees and expenditures related to the proposed Bella Terra Pedestrian Crossing Project. Funds in the amount of $250,000 have been received to date. These funds are designated for this project only and any unspent funds must be returned to the developers. To begin design, $100,000 was appropriated to an expenditure account and is projected to be spent by the end of the fiscal year. Budgeted projects for 2014/15 include replacement of the Arena Soccer artificial turf, a portion of the Atlanta Avenue Widening Project and a $3M General Fund transfer to the Infrastructure Fund for the Senior Center. Carryover projects include the Heil Pump Station, a portion of the 1 St St. SCADA funds and the 2013/14 funds budgeted for the new Senior Center. HB - 1 0_ Item 4. - 4 INFRASTUCTURE FWNO(3M4) Summary Report for FY20Y31f4 ��R�e�e BudgsdFY Projected Projected Revenue and 2O13/14 Over toFY2D14-15 Expenditures Beginning Fund Balance S/3O/13 $5671,176 Projected Fund Balance 9/30/2014 $5,506,223 Transfer from General Fund $3.000.000 Hazard Mitigation Grant (pending) $2.250.000 Interest $7.500 $15.000 Market Adjustments $22.414 Developer Fees MointenanceAgneement-Beoohmont $S883 $1UOOD Plaza' ' Expenditures City Yard Building Improvements ($46.565) ($46.750) $O Arena Soccer Artificial � ($170000) Replacement ' Atlanta Avenue Widening ($1.000`000) Heil Pump Station Construction and ($23522DO\ �O (�2353OOO) Property. . ' . . 1st St, SCAD/VHei|Pump Station Design ($15OOOO) . (�58OOCA ' ' (�142OOO) , Bella Terra PedestrainCrossing ($100.00[) (G100.000) Senior Center ($1.5OO.00O) $O ($4,500.000) Total Expenditures ($204,750) ($8,165,000) Projected Fund Balance S/3012014 $5,506.223 Projected Fund Balance 913012015 $2,616,223 1. Excerpts from Financial Policy adopted FY 2006/07 and 2009/10 T�°�� � ^^�^ ^ -,. - 5 8B-\0b-