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HomeMy WebLinkAboutExhibitCITY OF MIAMI, FLORIDA INTER -OFFICE MEMORANDUM TO: Honorable Mayor and Members DATE: November 6, 2023 of the City Commission FROM: Arthur Noriega V City Manager SUBJECT: Information for the FY 2022-23 Year -End Budget Amendment Background and Summary for General Fund Amendment As part of the year-end financial closing process, it is customary for the Administration to present to the Commission a close-out budget amendment. In accordance with Florida Statutes 166.241(7), the City may amend the budget of the previous fiscal year within 60 days (November 30th) of the end of that respective fiscal year. Recommendations for year-end budget amendments for departments are being proposed to address certain line -item expenditures overages and year-end capital allocations. In the General Fund, preliminary unaudited financial results for Fiscal Year 2022-23 indicates that the City fund balance will increase by approximate $55.420 million from the previous fiscal year. City Administration is recommending that $11.847 million of this surplus be allocated to year-end budget amendments (listed below), and the remaining $43.573 million will be reserved to maintain compliance with Financial Integrity Principles (See Attachment A). Summary of Changes in the General Fund Revenues The City's FY 2022-23 General Fund Revenue Budget is being amended to increase the "Franchise Fees and Other Taxes" ($3.831 million), the "Interest" ($11.819 million), the "Intergovernmental Revenues" ($4.785 million), and the "Licenses and Permits Revenues" ($6.612 million). This will result in total amended general fund revenues of $1.016 billion or an increase of $27.047 million (See Attachment A). Summary of Changes in the General Fund Expenditures The City's FY 2022-23 General Fund Expenditure Budget is being amended to increase by $27.047 million to cover additional expenses in multiple departments. The resulting total amended General Fund expenditure budget will be $1.016 billion (See Attachment A). The increased expenditures incurred in the following departments: 1. Human Services — $958,000 mainly due to the Professional Services Line Item exceeding budget allocation attributable to lack of funding to temporarily cover the Hotel/Motel expenditures. Honorable Mayor and Members of the City Commission Information for the FY 2022-23 Year -End Budget Amendment Page 2 of 3 2. Building - $1.678 million mainly due to the Contractual Services Line Item exceeding budget allocation because of the increased rates for consultants and the challenges associated with hiring full-time positions. 3. General Services Administration - $904,000 is due to the Repair and Maintenance Line item exceeding budget allocation to cover the market increase in parts and services. 4. Solid Waste - $1.612 million is mainly due to the Contractual Services Line Item exceeding budget allocation to cover the increase in disposals and having to use a different vendor because one of the main county sites being inoperable. 5. Fire Rescue - $9.721 million mainly due to Special Pay and Overtime lines exceeding $4.5 million, the IAFF Health Trust contribution exceeding $1.7 million, and the Secondary Pension Contribution exceeding $1.708 million. 6. Non -Departmental Accounts (NDA) - $777,000 to cover the cost of insurance for General Liability ($777,000). 7. Non -Departmental Accounts (NDA), Transfer -Out New allocations as detailed below ($11.847 million). Transfer — Out Allocations Detail ($11.847 million) a) $5 million for the New Building Facility for the Building Department. b) $4.488 million to cover non -reimbursable expenditures in an expired declaration of intent award for the Marine Stadium & Welcome Ctr/Museum Complex Financing (Award 2293, R- 16-0563). c) $893,000 to cover a negative balance in Fund 15600 (Trolley Operation). d) $520,000 to Citywide Festivals and Events for the World Baseball Classics (WBC). e) $500,000 to the debt service fund for payment of series 2023E bond. f) $300,000 for the Tower Theater. g) $84,000 for a generator at Harley Park for the hurricane shelter designation. h) $62,000 to cover non -reimbursable expenditures in Cresent Park (Note: CRA remove the funding from their budget to cover). Summary of Changes in the Special Revenue Fund (New Appropriations $2.661 million) 1. An increase of $520,000 to the Departmental Improvement Initiative fund, and Citywide Festivals and Events (Award 2430) as detailed in the allocation section of this memo. 2. An increase of $1.248 million to the Fire Rescue Services fund, for grants received and not included in the mid -year budget amendment. 3. An increase of $893,000 to the Transportation and Transit fund, to cover a negative balance in Fund 15600 (Trolley Operation). 4. An increase of $1.261 million in the Transfer Out-Interfund Transfer line item and a decrease of $1.261 million in the Budget Reserve line item with a zero net change in the Public Works Services, Special Revenue Fund 13000 to fund a capital project for the acquisition of vehicles and equipment for Resilience and Public Works, Operations Unit. Honorable Mayor and Members of the City Commission Information for the FY 2022-23 Year -End Budget Amendment Page 3 of 3 Summary of Changes in the Five -Year Capital Plan New Appropriations ($11.195 million) 1. A $5 million Contribution from the Building, General Funds for the New Building Facility for Building Department - see item a) under Transfer — Out Allocations Detail. 2. A $4.488 million Contribution from General Funds for the Marine Stadium & Welcome Ctr/Museum Complex Financing- see item b) under Transfer— Out Allocations Detail. 3. A $1.261 million Contribution from the Special Revenue, Line Closure for the acquisition of vehicles and equipment for the Resilience and Public Works, Operations Unit - see item c) under Summary of Changes in the Special Revenue Fund. 4. A $300,000 Contribution from General Funds for the Tower Theater - see item f) under Transfer — Out Allocations Detail. 5. A $84,000 Contribution from General Funds for a generator at Harley Park- see item g) under Transfer — Out Allocations Detail. 6. A $62,000 Contribution from General Funds to cover non -reimbursable expenditures in Cresent Park (Note: CRA removed the fund to cover it)- see item h) under Transfer —Out Allocations Detail. Adjustments to Debt Service Funds The FY 2022-23 Adopted Budget for the Debt Service Fund of $65.511 million is recommended to be increased by $29.578 million, to a revised total of $95.089 for the refunding of the Special Obligation Bond (2020) Series 2023 (Port of Miami Tunnel), as per Resolution R-20-01-93, adopted by the City Commission on July 09, 2020 ($29.078 million) and for a transfer -in from the General Fund for a March Debt service payment for the Series 2023B Bond ($500,000). Attachment A General Fund Revenue Amended Budget FY 2022-23 Close-out Final Amended Budget FY 2022-23 Property Taxes $490,546,000 $490,546,000 Franchise Fees and Other Taxes 124,167,000 3,831,000 127,998,000 Interest 19,707,000 11,819,000 31,526,000 Transfers -In 14,898,000 14,898,000 Fines and Forfeitures 6,208,000 6,208,000 Intergovernmental Revenues 99,876,000 4,785,000 104,661,000 Licenses and Permits 78,451,000 6,612,000 85,063,000 Other Revenues (Inflows) 28,261,000 28,261,000 Charges for Services 126,662,000 126,662,000 Total Revenues $988,776,000 $27,047,000 $1,015,823,000 General Fund Expenditures Mayor $3,132,000 $3,132,000 Commissioners 10,616,000 10,616,000 City Manager 6,236,000 6,236,000 Agenda Coordination 386,000 386,000 Independent Auditor General 1,776,000 1,776,000 City Attorney 12,279,000 12,279,000 City Clerk 2,152,000 2,152,000 Civil Service 622,000 622,000 Code Compliance 10,713,000 10,713,000 Communications 1,571,000 1,571,000 Equal Opportunity and Diversity Programs 619,000 619,000 Finance 12,358,000 12,358,000 Grants Administration 2,025,000 2,025,000 Human Resources 6,033,000 6,033,000 Innovation and Technology 15,710,000 15,710,000 Management and Budget 3,174,000 3,174,000 Procurement 3,451,000 3,451,000 Resilience and Sustainability 1,062,000 1,062,000 Human Services 6,624,000 958,000 7,582,000 Building 27,266,000 1,678,000 28,944,000 Planning 6,461,000 6,461,000 Zoning 5,849,000 5,849,000 Housing and Community Development 1,833,000 1,833,000 Capital Improvements 3,925,000 3,925,000 General Services Administration 32,638,000 904,000 33,542,000 Resilience and Public Works 31,910,000 31,910,000 Solid Waste 44,373,000 1,612,000 45,985,000 Fire -Rescue 183,793,000 9,271,000 193,064,000 Police 287,527,000 287,527,000 Real Estate and Asset Management 17,961,000 17,961,000 Parks and Recreation 60,421,000 60,421,000 Risk Management 4,135,000 4,135,000 Non -Departmental Accounts (NDA) 42,907,000 777,000 43,684,000 Transfers - Out 137,238,000 11,847,000 149,085,000 TOTAL GENERAL FUND $988,776,000 $27,047,000 $1,015,823,000 Attachment B Special Revenue Funds Amended Budget Close-out Final Amended Budget FY 2022-23 General Special Revenues 5,577,000 - $ 5,577,000 Public Facilities 400,000 - 400,000 Sport Facilities and Activities 13,000 - 13,000 Planning Services 21,886,000 - 21,886,000 Planning and Zoning Tree Trust Fund 6,446,000 - 6,446,000 Public Art Fund 3,895,000 - 3,895,000 Historic Preservation Trust Fund 521,000 - 521,000 Fire Rescue Services 10,578,000 1,248,000 11,826,000 UASI-Fire Rescue 28,670,000 - 28,670,000 Parks and Recreation Services 3,733,000 - 3,733,000 Police Services 19,431,000 - 19,431,000 Law Enforcement Trust Fund 1,706,000 - 1,706,000 Public Works Services 9,034,000 - 9,034,000 Solid Waste Recycling Trust 61,000 - 61,000 City Clerk Services 1,848,000 - 1,848,000 Community and Economic Development 90,058,000 - 90,058,000 Homeless Program 2,407,000 - 2,407,000 Human Services 667,000 - 667,000 Bayfront/Riverfront Land Acquisition Rouse Trust 1,961,000 - 1,961,000 Miami Ballpark Parking Facilities 16,283,000 - 16,283,000 Departmental Improvement Initiatives 71,780,000 520,000 72,300,000 Transportation and Transit 18,143,000 893,000 19,036,000 Emergency Funds 10,950,000 - 10,950,000 American Rescue Plan Act 116,721,000 - 116,721,000 TOTAL SPECIAL REVENUE FUNDS $ 442,769,000 $ 2,661,000 $ 445,430,000