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HomeMy WebLinkAboutFiscal Year 2024/25 Mid-Year Budget Adjustments (2) 2000 Main Street, o aTiNcA°% Huntington Beach,CA 92648 _'� City of Huntington Beach APPROVED 7-0 File#: 25-111 MEETING DATE: 2/18/2025 REQUEST FOR CITY COUNCIL ACTION SUBMITTED TO: Honorable Mayor and City Council Members SUBMITTED BY: Travis Hopkins, Acting City Manager VIA: David Cain, Interim Chief Financial Officer PREPARED BY: Serena Bubenheim, Assistant Chief Financial Officer Subject: Fiscal Year 2024/25 Mid-Year Budget Adjustments Statement of Issue: The Finance Department has prepared a mid-year budget review for the fiscal year that began on July 1, 2024. In interfacing with operating departments, budgetary requests have been assessed across all City departments, and certain adjustments are being recommended based on available resources in the General Fund, through grants and/or restricted funds. Financial Impact: Fiscal Year 2024/25 Mid-Year Adjustments 1. General Fund (100) budget adjustments are requested as follows: a. Fire Department- funding for Fire Strike team reimbursement costs ($1,200,000) offset with strike team reimbursement revenues for a net zero impact. b. Fire Department- funding for emergency medical supplies and EMS billing costs ($291,000) offset with emergency medical services revenue for a net zero impact. c. Fire Department- funding for additional costs associated with the City's participation in the Voluntary Rate Range Intergovernmental Transfer Program ($145,685) offset with reimbursement revenue for a net zero impact. 2. The Community & Library Services Department is requesting to close out the Park Acquisition & Development Fund 209 and transfer the remaining fund balance of$6,488 to the Park Development Impact Fee - Residential Fund 228. - 3. The Community & Library Services Department is requesting to transfer capital improvement project funds budgeted in the Development Impact Fee - Residential Fund 228, for a net zero impact. City of Huntington Beach Page 1 of 5 Printed on 2/13/2025 powered by Legistarn, 101 File#: 25-111 MEETING DATE: 2/18/2025 4. The Public Works Department is requesting Infrastructure Fund 314 funding for the Sports Complex driveway and parking lot ($30,000). 5. The Public Works Department is requesting funding in the Water Fund 506 for a portion of the Warner Avenue emergency sinkhole repair ($367,240). 6. The Public Works Department is requesting funding in the Sewer Fund 511 for a portion of the Warner Avenue emergency sinkhole repair ($367,240) and funding to complete the Edinger Sewer Lift Station project ($90,000). 7. The Police Department is requesting an appropriation of$120,000 from the Supplemental Law Enforcement Fund 984 for the purchase and installation of a searchlight for one helicopter. 8. The Public Works Department is requesting an appropriation from the SB 1383 Local Assistance Fund 1276 to reimburse unspent grant funds to CalRecycle from the OWR1 grant cycle ($54,762). 9. The Public Works Department is requesting an appropriation of$31,500 from the Lot BB Buffer Maintenance Fund 1287 for maintenance costs for Lot BB of Tract Map No. 15549. There are sufficient revenues, cash, and/or fund balances to support the above referenced - -• adjustments. Recommended Action: Approve mid-year budget adjustments to the FY 2024/25 Revised Budget in the funds and by the amounts contained in Attachment 1. Alternative Action(s): : Do not approve the recommended action(s) and direct staff accordingly. Denial of Mid-Year budget adjustment requests would result in insufficient funding for critical areas and potential loss of grant • funding. Analysis: The FY 2024/25 Budget was adopted by City Council on June 4, 2024, for the fiscal year beginning- July 1, 2024. The Finance Department has compiled recommended budget adjustments to cover • additional costs and/or provide appropriations necessary to expend funds that have been received for specific purposes. There are sufficient offsetting revenues, cash, and/or fund balance to support the requested adjustments. General Fund The Fire Department participates in the California Fire and Rescue Emergency Mutual Aid System, . _ and-the department has responded to multiple mutual aid requests to assist in major fires, including the Palisades and Eaton Fires. The State of California will fully reimburse Huntington Beach for all City of Huntington Beach Page 2 of 5 Printed on 2/13/2025 powered by LegistarTu 102 File#: 25-111 MEETING DATE: 2/18/2025 allowable Strike Team expenditures and will reimburse an additional 12.9% administrative rate applied to these allowable expenditures. The Fire Department has incurred $1,200,000 in Strike Team expenditures,for FY 2024/25 so far. Given that Strike Team costs are unknown until costs are incurred, the annual budget does not include funding for mutual aid responses. Therefore, the Fire Department is requesting a budget appropriation of$1,200,000, which will be fully reimbursed by the State. To meet the operational demands of increased vendor prices and increased medical calls, the Fire Department is requesting a budget appropriation of$291,000 for emergency medical supplies and billing costs. Additional emergency medical service revenues are anticipated to offset the requested: appropriation. The City participates in the Voluntary Rate Range Intergovernmental Transfer Program(VRRP IGT), which is administered through the Department of Health Care Services and CalOptima Health and allows the City to receive additional Medi-Cal reimbursement revenue through a federal match. The City's up front payment was anticipated to be $2,751,293 with a reimbursement of$6,620,273, for a net revenue of$3,868,980. The City's actual up front payment was $2,896,978 with a final reimbursement of$6,885,526, for a net revenue of$3,988,548. The department is requesting an appropriation of$145,685 to cover the additional up front cost, which has been fully offset by the. additional net revenue received. In summary, the requested General Fund appropriations total $1,636,685 and are offset by anticipated revenues of$1,636,685, for a net zero impact. Other Funds Park Acquisition & Development and Park Development Impact Fee - Residential Funds (209 & 228) The Community & Library Services Department is requesting to close out the Park Acquisition & Development Fund 209 and transfer the remaining $6,488 balance to the Park Development Impact'" Fee - Residential Fund 228. Fund 209 was originally used for all park development fees collected prior to the adoption of new fees in 2012. All fees are now deposited into Fund 228, so Fund 209 is no longer needed. _ Park Development Impact Fee - Residential Fund (228) The FY 2024-25 Adopted Capital Improvement Program (CIP) Budget includes approved funds in the. amount of$600,000 for playground improvements at Pleasant View Park. Since the time of budget adoption, staff has learned that the Ocean View School District is considering the potential sale of Pleasant View School. Due to the unknown disposition of this possibility, staff would like to reassign the approved budget for Pleasant View Park Playground Improvements to Robinwood Park Playground Improvements which is also in need of replacement. There is no change to the overall budget with this request. • Infrastructure Fund (314) The Public Works Department is requesting a $30,000 fund balance appropriation from the City of Huntington Beach Page 3 of 5 Printed on 2/13/2025 powered by Legistar?M 103 File#: 25-111 MEETING DATE: 2/18/2025 Infrastructure Fund 314 to conduct an underground investigation of the Sports Complex driveway. Over the past year, the sinking driveway has gotten much worse due to rainwater seeping through the asphalt and causing erosion. Based on the results of the investigation, the cost for stabilization and repairs will be included in the FY 2025/26 CIP Budget. Water and Sewer Funds (506 and 511) In June 2024, a sinkhole, caused by years of heavy rainfall infiltrating the sewer trench and creating a void beneath the street, collapsed and damaged the City sewer pipeline between Magnolia and Ross on Warner Avenue. Emergency repair work for the sewer pipeline and street began in September 2024 and was completed within six weeks, incurring costs of just under$750,000. The Public Works Department is requesting fund balance appropriations of$367,240 in the Water Fund and $367,240 in the Sewer Fund to cover the cost of the emergency repair work. Sewer Fund (511) The Public Works Department is requesting a fund balance appropriation of$90,000 from the Sewer Fund 511 to cover remaining costs related to the Edinger Avenue Sewer Project. Once the project started, it was found that a materials testing company and construction management consultant were needed to ensure timely completion of the project. The project has been completed, and additional funding is needed to cover the remaining costs and close out the project. Supplemental Law Enforcement Services Fund (984) The Police Department is requesting a fund balance appropriation from the Supplemental Law Enforcement Services Fund in the amount of$120,000 for the purchase and installation of a new: _ searchlight for one helicopter. The current searchlight is over ten years old and is failing on a, consistent basis. Searchlights are essential for. officer safety when performing public safety functions during nighttime hours. SB 1383 Local Assistance OWR1 Fund (1276) In May 2022, the City was awarded $278,482 through the SB 1383 Local Assistance Grant administered by CalRecycle. This was a one-time, non-competitive grant program to assist locale jurisdictions with the implementation of their SB 1383 programs. The CalRecycle OWR1 grant expenditure period has concluded and the grant is finalized. The City received the grant funds up front and must reimburse CalRecycle for unspent grant funds in the amount of$54,762. Lot BB Buffer Maintenance Fund (1287) In 2003, the City entered into a Buffer Area Maintenance Reimbursement Agreement for Lot BB of ' Tract Map No. 15549. The Homeowner's Association (HOA) reimburses the City annually for the City's costs to maintain the lot. A fund balance appropriation of$31,500 is requested in the Lot BB Buffer Maintenance Fund 1287 to pay for maintenance costs for FY 2024-25. This expenditure was erroneously omitted from the FY 2024-25 Adopted Budget. In summary, the requested non-General Fund appropriations total $1,060,742. There are sufficient offsetting revenues, cash, and/or fund balance in each fund to support the requested adjustments. City of Huntington Beach Page 4 of 5 Printed on 2/13/2025 powered by LegistarTM 104 File#: 25-111 MEETING DATE: 2/18/2025 Environmental Status: Not applicable Strategic Plan Goal: Non Applicable -Administrative Item Attachment(s): 1. Fiscal Year 2024/25 Recommended Mid-Year Adjustments 2. FY 2024/25 Mid-Year Budget Adjustments Presentation City of Huntington Beach Page 5 of 5 Printed on 2/13/2025 powered by LegistarTu 105 ATTACHMENT 1 Fiscal Year 2024/25 Interfund Transfers APPROPRIATION AND TRANSFER INCREASE: Dept From Name Amount To Fund Name Comm&Library Svcs 209 Park Acquisition&Dvlpmt 6,488 228 Park Dvlpmt Impact Fee-Residential TOTAL 6,488 Fiscal Year 2024/25 Appropriation Increases APPROPRIATION INCREASE: Dept Fund Name Amount Revenue Offset Net Increase Fire Department 100 General Fund 1,636,685 1,636,685 - General Fund Subtotal 1,636,685 1,636,685 - Comm&Library Svcs 228 Park Development Fees. - - Public Works 314 Infrastructure Fund 30,000 30,000 Public Works 506 Water 367,240 367,240 Public Works 511 Sewer 457,240 457,240 Police 984 SLESF 120,000 120,000 Public Works 1276 SB1383 Local Assistance OWR1 54,762 54,762 Public Works 1287 Lot BB Buffer Maintenance 31,500 31,500 Other Funds Subtotal 1,060,742 - 1,060,742 All Funds Total 2,697,427 1,636,685 1,060,742 106 , - . -"dr-‘,4557.,, .. • — .. ...IOW_iiiiiii , . ... - ' • . , , :. . . .. :. • *..., 741— ,.. _ ... .40i.e ....... , . . .. ...., : . jobeessease ,._ . fob .. .• . -- .:-. -. 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FY 2024/25 Mid-Year Budget Requests • The Finance Department conducted a mid-year budget review for Fiscal Year 2024/25, which began on July 1 , 2024 • Budget requests were assessed across all City departments and certain adjustments are being recommended based on available resources in the General Fund, enterprise funds, grants and/or restricted funds 2 Inter-Fund Transfers Park Acquisition & Development and Park Development Impact Fee — Residential Funds (209 & 228) • $6,488 — transfer the remaining $6,488 balance in the Park Acquisition & Development Fund (209) to the Park Development Impact Fee — Residential Fund to close out the Park Acquisition & Development Fund. All park development fees are now deposited into Fund 228, so Fund 209 is no longer needed. Total Inter-Fund Transfer Adjustments - $6,488 3 109 Appropriation Increases — General Fund Fire Department • $1,200,000 for Strike Team costs incurred assisting with major fires, including the Palisades and Eaton fires, as part of the City's participation in the California Fire and Rescue Emergency Mutual Aid System. The State of California will fully reimburse the City for all allowable Strike Team expenditures for a net zero impact. • $291,000 for emergency medical supplies and billing costs resulting from increased call volumes and higher vendor prices. The appropriation will be offset by additional anticipated emergency medical services revenues for a net zero impact. • $145,685 for participation in the Voluntary Rate Range Intergovernmental Transfer Program (VRRP IGT). Based on final calculations, the City's up front match was $145,685 higher than initially anticipated and is fully offset by additional reimbursement revenue for a net zero impact. The requested General Fund appropriations total $1,636,685 and are offset by anticipated revenues of $1,636,685, for a net zero impact. 4 1io Appropriation Increases - Other Funds Infrastructure Fund (314) • $30,000 to conduct an underground investigation of the Sports Complex driveway. Over the past year, the sinking driveway has gotten much worse due to rainwater erosion. Based on the results of the investigation, the cost for stabilization and repairs will be included in the FY 2025/26 CIP Budget. There is sufficient available fund balance in the Infrastructure Fund to support this request. Water and Sewer Funds (506 and 511) • $734,480 for the Warner Avenue emergency sinkhole repair. In June 2024, a sinkhole collapsed and damaged the sewer pipeline between Magnolia and Ross on Warner Avenue. Emergency repair work for the pipeline and street began in September 2024 and was completed within six weeks. The costs will be split between the Water and Sewer Funds ($367,240 appropriation in each fund). There is sufficient available fund balance in each fund to support the request. 5 Appropriation Increases - Other Funds Sewer Fund (511) • $90,000 to cover remaining costs related to the Edinger Avenue Sewer Project. Once the project started, it was found that a materials testing company and construction management consultant were needed to ensure timely completion. The work has been finished and additional funding is needed to cover the remaining costs and close out the project. There is sufficient available fund balance in the Sewer Fund to support this request. Supplemental Law Enforcement Services Fund (984) • $120,00 for the purchase and installation of a searchlight for one helicopter. The current searchlight is over ten years old and is failing on a consistent basis. Searchlights are essential for officer safety when performing public safety functions during nighttime hours. There is sufficient available fund balance in the Supplemental Law Enforcement Services Fund to support this request. 6 112 Appropriation Increases - Other Funds SB Local Assistance OWR1 Fund (1276) • $54,762 to reimburse CalRecycle for unspent grant funds received as part of the SB 1383 Local Assistance Grant. This was a one-time, non-competitive grant to assist local jurisdictions with the implementation of their SB 1383 programs. The City received the grant revenues up front, and there is sufficient available fund balance to support this request. Lot BB Buffer Maintenance Fund (1287) • $31,500 for maintenance costs for Lot BB of Tract Map No. 15549. In 2003, the City entered into a Buffer Area Maintenance Reimbursement Agreement for Lot BB of Tract Map No. 15549. The Homeowner's Association (HOA) reimburses the City annually for the City's maintenance costs. There is sufficient available fund balance to support the request. Total Other Funds Appropriation Increases - $1,060,742 7 113 Capital Improvement Program Adjustment Park Development Impact Fee — Residential (228) • The FY 2024-25 Adopted Capital Improvement Program (CIP) Budget includes a $600,000 budget for playground improvements at Pleasant View Park in the Park Development Impact Fee — Residential Fund. • Staff has learned that the Ocean View School District is considering the potential sale of Pleasant View School. As such, staff would like to reassign the Pleasant View Park Playground Improvements budget for playground improvements at Robinwood Park, which is also in need of replacement. There is no change to the overall budget with this request, for a net zero impact. 8 114 Council Action Requested • Approve FY 2024/25 mid-year inter-fund transfers in the amount of $6,488 • Approve FY 2024/25 mid-year appropriation increases in the amount of $2,697,427 • The General Fund requests total $1,636,685 and are fully offset by anticipated additional revenues, for a net zero impact • Approve the transfer of the Pleasant View Park Playground Improvements Project budget of $600,000 to a new project for Robinwood Park Playground Improvements, for a net zero impact 9 115 s 1 , �.}F 9 5,' £gam ,: �..� bra r z a c { .3 -FtY"s `.. �, �' a �Y - ', 7s'' 1 1v to e v a. ' �;. �,, ..k.'R� i t jx � #`: :tom ,:' r`a,u .4, ,.' tsv yr f ��: a- *ea>+ €r 1 ii = t » a:J` '1}a��iljIIIIIIIIIIIIIIII.T4V --- _-- -. :'.4•,'.t: ` Questions ' r �� 7 1 7F '- ,, ' a+'-- :r 4 , ,t 1M Y<V1 A ,3,3p" tl' �.Sy$" k & a.4 s k b y 4 ' 44, • rs i .r . a. �;:s� ,-.. 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