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HomeMy WebLinkAboutO-2006-2918-B J REQUEST FOR CITY COUNCIL AGENDA ITEM Agenda Date Requested: December 11, 2006 ~\'D Requested By: Michael Dolby Department: Finance Report: Resolution: Ordinance: xx Exhibits: Ordinance 2006-2918-B Exhibits: Excerpt from FY 2007 Adopted Budget & Amended Budget (Exhibit A & B) Source of Funds: N/A Appropriation Account Number: N/A Amount Budgeted: N/A Amount Requested: N/A Budgeted Item: YES NO Exhibits: Explanations / Backup for Amendments SUMMARY & RECOMMENDATION The City Council adopted the Fiscal Year 2006-07 Budget on September 11, 2006. The Summary of Funds, which is shown below, represents the amendments which council previously approved to the FY 2006-07 Budget. (*denotes funds with current changes) Previously Original Budget Amended Budget General Fund Grant Fund Hotel/Motel Occupancy Tax Community Investment La Porte Development Corporation Tax Increment Reinvestment Zone Utility Sylvan Beach Airport La Porte Area Water Authority Golf Course Motor Pool Insurance Fund Technology Fund General Capital Improvement Utility Capital Improvement Sewer Rehabilitation Capital Improvement 1998 General Obligation Bond Fund 2000 General Obligation Bond Fund 2005 Certificate of Obligation Bond Fund 2005 General Obligation Bond Fund 2006 Certificate of Obligation Bond Fund General Debt Service Utility Debt Service La Porte Area Water Authority Debt Service $ 28,245,299 347,491 454,346 138,000 832,180 36,720 6,798,512 208,360 190,248 1,631,110 1,193,500 1,457,154 4,376,091 1,289,149 402,950 1,230,000 330,000 6,000 170,000 675,000 459,400 260,000 2,798,294 494,328 760,700 $ 28,245,299 695,223 454,346 138,000 832,180 36,720 6,798,512 208,360 190,248 1,631,110 1,193,500 1,457,154 4,376,091 1,289,149 402,950 1,230,000 330,000 6,000 170,000 675,000 459,400 260,000 2,798,294 494,328 760,700 Proposed Amended Budget $ 28,463,598 * 780,077 * 468,707 * 156,500 * 907,180 * 36,720 6,799,112 * 208,360 190,248 1,631,110 1,193,500 1,457,154 4,376,091 1,293,949 * 448,304 * 1,244,337 * 330,000 6,000 170,000 675,000 459,400 390,000 * 2,798,294 494,328 760,700 Total of All Funds $ 55,738,669 $ 54,784,832 $ 55,132,564 Action Required bv Council: Adopt Ordinance Amending Fiscal Year 2006-07 Budget for: A. $169,667 in various Funds for FY 2006 outstanding purchase orders, encumbrances and budget roll- over requests. (Approved at October 9th CC Meeting. This is formal budget amendment) B. $15,000 in the Grant Fund for a grant award from the Fireman's Fund Heritage Rewards Grant. This grant will be used to add equipment for the new ladder truck for ISO compliance and add a software piece to the dispatcher consoles that helps the documentation portion of a call. C. $18,000 in the Grant Fund for a grant award from the Rural Volunteer Fire Department Assistance Program for Coveralls. D. $120,220 in the General Fund for a transfer out to the Insurance Fund for additional funding for employee and retiree health insurance. E. $19,854 in the Grant Fund for Park Zone #5 expenditures for Spencer Landing. F. $13,000 in General Fund for transfer of CC Discretionary Funds to General CIP Fund. G. $40,354 in General CIP Fund for playground equipment purchase and installation. The breakdown of funding is as follows: $13,000 from General Fund - CC Discretionary Funds, $7,500 donation from Spencer Landing HOA and $19,854 from Grant Fund - Park Zone #5 monies. (Agreement Approved at November 6th CC Meeting) H. $5,000 in the General CIP Fund for Sylvan Beach Depot Improvements from donation from Kaneka. I. $130,000 for a transfer to move the funds budgeted for the Waste Water Treatment Plant Aeration Improvements in Fund 045 into Fund 047. This will combine the entire funds budgeted for the project into one fund. 1. $75,000 in La Porte Development Corporation Fund (4B Y2 Cent Sales Tax) to fund Hotel/Motel Study by Economic Development Corporation. Approved for Citv Council Ae:enda ., JYtt Date ORDINANCE NO. 2006-2918-8 AN ORDINANCE APPROVING AN AMENDMENT TO THE BUDGET FOR THE CITY OF LA PORTE, TEXAS, FOR THE PERIOD OF OCTOBER 1,2006 THROUGH SEPTEMBER 30,2007; FINDING THAT ALL THINGS REQUISITE AND NECESSARY HAVE BEEN DONE IN PREPARATION AND PRESENTMENT OF SAID BUDGET; FINDING COMPLIANCE WITH THE OPEN MEETINGS LAW; AND PROVIDING AN EFFECTIVE DATE HEREOF. WHEREAS, the Charter of the City of La Porte, Texas, and the Statutes of the State of Texas, require that an annual budget be prepared and presented to the City Council of the City of La Porte, Texas, prior to the beginning of the fiscal year of said City, and that a public hearing be held prior to the adoption of said Budget; and WHEREAS, the Budget for the fiscal year October 1,2006, through September 30,2007, has heretofore been presented to the City Council and due deliberation had thereon, was filed in the office of the City Secretary on July 24, 2006, and a public hearing scheduled for September 11, 2006 was duly advertised and held. NOW THEREFORE, BE IT ORDAINED BY THE CITY COUNCIL OF THE CITY OF LA PORTE: SECTION 1: That the Budget for the City of La Porte, Texas, now before the said City Council for consideration, a complete copy of which is on file with the City Secretary and a summary of which is attached hereto by reference as Exhibit "A", is hereby amended as reflected on the amended budget summary document, attached hereto by reference as Exhibit "B", as the Budget for the said City of La Porte, Texas, for the period of October 1,2006, through September 30,2007. SECTION 2: Be it FURTHER ORDAINED, that the said City Council finds that all things requisite and necessary to the adoption of said Budget have been performed as required by charter or statute. SECTION 3: The City Council officially finds, determines, recites and declares that a sufficient written notice of the date, hour, place and subject of this meeting of the City Council was posted at a place convenient to the public at the City Hall of the City for the time required by law preceding this meeting, as required by the Open Meetings Law, Chapter 551, Texas Government Code; and that this meeting has been open to the public as required by law at all times during which this Ordinance and the subject matter thereof has been discussed, considered and formally acted upon. The City Council further ratifies, approves and confirms such written notice and the contents and posting thereof. SECTION 4: This Ordinance shall be in effect from and after its passage and approval. PASSED AND APPROVED this the ~day of~ b~ ,2006. RTY.OF LA PORTE, TEXAS ~b:-Ptrd2- Alton Porter, Mayor ATTEST: APPROVED: ~~~ Clark Askins, Assistant City Attorney EXHIBIT A (ORIGINAL BUDGET) City of La Porte Consolidated Summary of All Funds Working Working Capital FY 06-07 FY 06-07 Capital 09/30/06 Revenues Expenses 09/30/07 Governmental Fund Types: General Fund 9,634,199 28,163,288 28,245,299 9,552,188 Grant Fund 374,900 347,491 347,491 374,900 Hotel/Motel Occupancy Tax 336,927 334,500 454,346 217,081 Community Investment 634,075 180,809 138,000 676,884 Section 4B Sales Tax 3,788,056 1,340,886 832,180 4,296,762 Tax Increment Reinvestment 171,304 46,280 36,720 180,864 Total Governmental Types 14,939,461 30,413,254 30,054,036 15,298,679 Enterprise: Utility 42,176 7,503,541 6,798,512 747,205 Sylvan Beach 129,038 208,360 208,360 129,038 Airport 337,875 45,228 190,248 192,855 La Porte Area Water Authority 1,687,721 1,344,916 1,631,110 1,401,527 Golf Course (57,847) 1,193,500 1,193,500 (57,847) Total Enterprise 2,138,963 10,295,545 10,021,730 2,412,778 Internal Service Motor Pool 2,016,511 1,853,966 1,457,154 2,413,323 Insurance Fund 847,924 4,478,020 4,376,091 949,853 Technology Fund 869,776 1,051,699 1,289,149 632,326 Total Internal Service 3,734,211 7,383,685 7,122,394 3,995,502 Capital Improvement: General 290,392 245,000 402,950 132,442 Utility 1,722,152 644,070 1,230,000 1,136,222 Sewer Rehabilitation 31,400 315,000 330,000 16,400 1998 GO Bond Fund 6,000 6,000 2000 GO Bond Fund 174,607 170,000 4,607 2002 GO Bond Fund (23,621 ) 24,000 379 2004 C/O Bond Fund 1,268,081 50,000 1,318,081 2005 C/O Bond Fund 802,453 20,000 675,000 147,453 2005 GO Bond Fund 457,947 50,000 459,400 48,547 2006 C/O Bond Fund 161,903 100,000 260,000 1,903 2006 GO Bond Fund 4,000 12,000 16,000 Other Infrastructure 657,819 41,500 699,319 Total Capital Improvement 5,547,133 1,507,570 3,533,350 3,521,353 Debt Service: General 1,702,319 2,697,580 2,798,294 1,60 I ,605 Utility 1,111,540 50,000 494,328 667,212 La Porte Area Water Authority 760,700 760,700 Total Debt Service 2,813,859 3,508,280 4,053,322 2,268,817 Total All Funds 29,173,627 53,108,334 54,784,832 27,497,129 EXHIBIT B (AMENDED BUDGET) City of La Porte Consolidated Summary of All Funds Working Working Capital FY 06-07 FY 06-07 Capital 09/30/06 Revenues Expenses 09/30/07 Governmental Fund Types: General Fund 9,634,199 28,163,288 28,463,598 9,333,889 Grant Fund 374,900 710,223 780,077 305,046 HotellMote1 Occupancy Tax 336,927 334,500 468,707 202,720 Conununity Investment 634,075 180,809 156,500 658,384 Section 4B Sales Tax 3,788,056 1,340,886 907,180 4,221,762 Tax Increment Reinvestment 171,304 46,280 36,720 180,864 Total Governmental Types 14,939,461 30,775,986 30,812,782 14,902,665 Enterprise: Utility 42,176 7,503,541 6,799,112 746,605 Sylvan Beach 129,038 208,360 208,360 129,038 Airport 337,875 45,228 190,248 192,855 La Porte Area Water Authority 1,687,721 1,344,916 1,631,110 1,401,527 Golf Course (57,847) 1,193,500 1,193,500 (57,847) Total Enterprise 2,138,963 10,295,545 10,022,330 2,412,178 Internal Service Motor Pool 2,016,511 1,853,966 1,457,154 2,413,323 Insurance Fund 847,924 4,478,020 4,376,091 949,853 Technology Fund 869,776 1,051,699 1,293,949 627,526 Total Internal Service 3,734,211 7,383,685 7,127,194 3,990,702 Capital Improvement: General 290,392 290,354 448,304 132,442 Utility 1,722,152 644,070 1,244,337 1,121,885 Sewer Rehabilitation 31,400 315,000 330,000 16,400 1998 GO Bond Fund 6,000 6,000 2000 GO Bond Fund 174,607 170,000 4,607 2002 GO Bond Fund (23,621) 24,000 379 2004 C/O Bond Fund 1,268,081 50,000 1,318,081 2005 C/O Bond Fund 802,453 20,000 675,000 147,453 2005 GO Bond Fund 457,947 50,000 459,400 48,547 2006 C/O Bond Fund 161,903 230,000 390,000 1,903 2006 GO Bond Fund 4,000 12,000 16,000 Other Infrastructure 657,819 41,500 699,319 Total Capital Improvement 5,547,133 1,682,924 3,723,041 3,507,016 Debt Service: General 1,702,319 2,697,580 2,798,294 1,601,605 Utility 1,111,540 50,000 494,328 667,212 La Porte Area Water Authority 760,700 760,700 Total Debt Service 2,813,859 3,508,280 4,053,322 2,268,817 Total All Funds 29,173,627 53,646,420 55,738,669 27,081,378