HomeMy WebLinkAbout06-03-1996 CITY COUNCIL AGENDAv
1 SARATOGA CITY COUNCIL
EXECUTIVE SUMMARY NO. 2'� 1� AGENDA ITEM ��
MEETING DATE: June 3, 1996 CITY MGR.
ORIGINATING DEPT.: FINANCE
SUBJECT: 1995/96 BUDGET AMENDMENTS
Recommended Motion(s): Approve resolution amending the Fiscal Year
1995/96 Budget.
Report Summary: Attached is a resolution amending the 1995/96
Budget for the following three items: 1) a supplemental
appropriation from the Recreation Fund for emergency HVAC repairs
at the Civic Theatre, 2) a supplemental appropriation from the Gas
Tax Fund to cover the cost of repairing damaged traffic controllers
and 3) a supplemental appropriation in the General Fund for
additional geotechnical and surveyor consulting fees due to
increased development activity. All three supplemental
appropriations have a related revenue source. The revenue budget
will need to be amended to reflect the additional revenue. Also
included with the resolution are a Budget Resolution Supporting
Worksheet and Resolutions Approved schedule for your consideration.
The first item, revises the Recreation Fund revenue and
appropriations budget by $4,000 for additional ticket surcharge
revenues and $2,535 for building maintenance to cover emergency
HVAC repairs in Program 4043 - Cultural Services. The Public Works
Director has prepared an explanatory memorandum on this matter and
it is attached.
The second item, revises the Gas Tax Fund revenue and
appropriations budget by $21,454 for insurance reimbursements and
associated costs resulting from accident damage to two traffic
signal controllers in Program 3033 - Traffic Control. An
additional $5,000 will need to be transferred from contract
services to repair services to cover the cost of performing the
work. Again, the Public Works Director has prepared an explanatory
memorandum on this matter and it is attached.
The third and final item, revises the General Fund revenue and
appropriations budget by an additional $18,000 in Engineering Fee
revenue and $13,000 for additional contract work performed by the
City's geotechnical consultant and surveyor
in development activity in Program 2029 -
For more information on this item, pleas
memorandum from the Public Works Director.
1
related to the increase
Development Regulation.
e refer to the attached
There are sufficient balances available in the Recreation, Gas Tax
and General Funds to cover these requests.
Fiscal Impacts: Overall revenues increase by $43,454. Overall
expenditures increase by $36,989. As indicated previously, the
costs associated with these appropriations will be paid from
additional revenues. Accordingly, there is no negative impact to
the fund balances as a result of implementing this action.
Specific changes by Fund are as follows:
Fund Revenues Expenditures
01- General Fund $18,000.00 $13,000.00
14 -Gas Tax $21,454.00 $21,451.00
40- Recreation $4,000.00 $2,535.00
The unaudited fund balances as of 4130196 were:
01- General Fund $3,365,021
14 -Gas Tax $48,028
40- Recreation $26,719
Follow Up Actions: None.
Transfers
$0.00
$0.00
$0.00
Consequences of Not Acting on the Recommended Motions: Outstanding
invoices for emergency HVAC and traffic controller work can not be
paid. Geotechnical and surveyor work associated with the increase
in development activity can not be performed.
Attachments
c: \execsumm \exsm0531.96
2
TO: Finance Director
FROM: Public Works Director
SUBJECT: Supplemental Budget Appropriations
DATE: May 30, 1996
This memo is to request that you prepare a Resolution for City
Council adoption on June 5 to approve two supplemental budget
appropriations. The details are as follows:
1. A supplemental appropriation of $21,454.11 is needed for
Activity 33 (Traffic Control), Account 4530 (Repair Services), to
cover the cost of repairing $26,454.11 worth of accident damage to
two traffic signal controllers at the intersections of Allendale
Ave. /Fruitvale Ave., and Saratoga Ave. /Vineyard Dr. Funding is
available from insurance settlements received from the City's
insurance carrier and available funding remaining in Activity 33.
Three payments totalling the $21,454.11 have been received by the
City this year (copies of receipts are attached) and have been
booked to Fund 14 (Gas Tax), Account 9890 (Refunds &
Reimbursements). This amount needs to be appropriated in the
manner described above. The remaining $5,000 will come from
existing unexpended budgetary authority in Activity 33, Account
4510 (Contract Services).
2. A supplemental appropriation of $13,000 is needed for Activity
2029 (Development Regulation) , Account 4510 (Contract Services) , to
cover anticipated costs of the City Geotechnical Consultant and
City Surveyor through June 30. This is due to an increased level
of development activity occurring this year over what was projected
at the beginning of the year. Funding is available from
Engineering Fees collected from project applicants. As of April
30, actual Engineering Fee revenues are roughly $18,000 ahead of
budgeted revenues.
Please let me know if you need any further information regarding
this.
Larry I. Perlin
TO: Finance Director
FROM: Public Works Director
SUBJECT: Emergency HVAC Repairs at Theatre
DATE: May 29, 1996
On May 14, I authorized O.C. McDonald Co., Inc., the City's HVAC
maintenance contractor, to perform emergency repairs to the Theatre
HVAC system. The primary stage compressor for the air conditioning
unit failed on April 30 and required replacement prior to May 17,
the opening night performance of the most recent Theatre
production. The work was authorized by the issuance of Purchase
Order No. 16650 (attached) in the amount of $5,378, and was
completed on May 16.
The purpose of this memo is twofold. First, it is to serve as a
report to the City Council of the circumstances regarding the
emergency purchase as required by Municipal Code Section
2- 45.070(c). Second, it is to serve as backup information in
support of a Resolution to amend the budget to appropriate funds to
cover the cost of the repairs.
The Purchase Order charges the repair costs to Activity 43
(Cultural Services), Account 5625 (Building Maintenance), the same
line item in the budget where all of the improvements to the
Theatre funded by the ticket surcharge imposed this year are
programmed. In order to fund the HVAC repairs in this manner, it
is necessary to increase the budget for this account by $2,535.
Since YTD Ticket Surcharge revenues ($14,000) exceed budgeted
revenues for the entire year ($10,000) already by $4,000, there
appears to be sufficient funds available to do this.
It is therefor requested that you prepare a Resolution to amend the
budget as recommended above for City Council approval on June 5.
If you have any questions about this or need additional
information, please let me know.
i
Larry I. Yerlin
attachments