HomeMy WebLinkAboutItem #01 - Discussion Item°' Jude 12, 1978
uo lEGT: Mid Year Budget Review
F:LE
CITY OF MIAMI. FLORIDA
INTER-OFFICt MEMORANDUM
To:
Joseph R. Crassie
City Manager
fnOM:
Howard V. Cary► Director
Management and Budget
The Department of Management_. and Budget, has` �etei. the,
Mear Budget Review
for fiscal year 1977-78. This' reviewentails •(an)analysis of revenues and expen-
ditures in an attempt to project the status of the current budget at year end as
well as to determine the variances in the budget and the reasons for these vari-
ances.
The projections reveal that the City of Miami will receive $97,477,409 in revenues
and expend $97,947,291 in operational costs for a net projected fund balance deficit
of $469,882. A summary of these projections by major category is as follows:
A. Revenues
1. Ad Valorem Taxes
2. Sources Other Than
Ad Valorem
3. Fund Balance -
FY '76-77
4. Salary Savings
TOTAL Revenues
B. Expenditures
1. Salaries & Wages
Without Salary
Reserve
2. Other Expenses
3. Salary Savings
TOTAL Expenditures
Projected Fund Balance
Adopted
Budget
1977-78
$36,872,992
58,497,614
1,000,000
1,500,000
$97,870,606
$53,789,942
44,080,664
-0-
$97,870,606
for FY "77-78
Nbdified
Budget
$36,872,992
58,374,254
1,000,000
1,500,000
$97,747,246
$53,289,873
44,457,373
-0-
$97,747,246
Projected
Budget
1977-78
$38,281,830
57,744,910
-0-
1,450,669
$97,477,409
Projected
Balance
1977-78
$1,408,838
(629,344)
(1,000,000
(49,331)
$ (269,837)
$51,839,204 (1,450,669)
44,657,418 200,045
1,450,669 1,450,669
$97,947,291 $ 200,045
$ (469,882) $ (469,882)
0j,a!z,e11*--4-
-2-
Overall, it is projected that the City will receive $269,837 less th revenues than
budgeted and will expend $200,045 more in operational costs than is budgeted, The
net result is a projected fund balance deficit of $469,882,
With regard to the projected revenues, the $97,447,409 represents a net decrease
of $269,837 over the budgeted amount of $97,747,246. The major factors contributing
to this net decrease are as follows. Firstly the $1,000,000 anticipated in carry-
over fund balance will not be realized because the City auditors, Peat,Marwick,
Mitchell & Company, have concluded that Metropolitan Dade County overstated the
City's tax delinquencies in prior years and therefore, the anticipated fund balance
will have to be used to offset this error. Furthermore, this error will cause a
deficit inlast.fiscal year's budget in the amount of $95,736.
Secondly, receipts from Metropolitan Dade County Court fines are expected to fall
below the budgeted level by approximately $1,201,000. The reason for this projected
reduction is that the Supreme Court overruled the increased fines imposed by Dade
County.
Another reduction in revenues is anticipated in State Revenue Sharing. The State
Departlurnt of Revenue has reported that the City's receipts for this item will
fall short of the anticipated level by $495,808. This reduction is mainly attri-
butable to the reduction in cigarette sales tax.
Other reductions are anticipated in Countercyclical Revenue Sharing and Cigarette
Tax. These reductions are approximately $770,000 and $540,000 respectively. The
anticipated reduction in Countercyclical Revenue Sharing is due to the fluctuation
in the allocation formula and available revenues. The reduction in the Cigarette
Tax is due to the reduction in cigarette sales.
On the brighter side, it is anticipated that the City will receive approximately
$2.8 million more in Utility Service Taxes. This increase is attributable to the
rate increases granted the utility companies.
With regard to expenditures, it is anticipated that the Salary and Wage accounts
will produce a surplus of approximately $1,451,000. This is primarily attributable
to temporary vacancies. It should be noted that this salary savings will be used
to offset the $1.5 million revenues anticipated from salary savings.
Non -payroll expenditures are projected to exceed the budgeted amount by approximately
$200,000. The projected overruns are due mainly to increased services not forseen
during the development of the FY '77-78 budget. An example of such overrun occurred
in the Parks and Recreation Department where electricity and water charges exceeded
budgeted amounts due to the opening of new parks.
In summary it is projected that the City of Miami will experience a deficit in the
amount of $469,882. This deficit is attributable to a projected $269,837 decrease
in revenues and a $200,045 expenditure overrun.
The City's first priority should be to identify alternatives to eliminating this
deficit. One alternative would be to use part of the prior years' fund balances
in the Street Lighting and Tourism Promotion FUnds. These balances are $953,934
and $9,496 respectively for a atotal of $963,430. If this decision is made, the
remaining balances in these funds would be $493,548.
We are in the final stages of finning up our first estimate of next year's budget,
Our preliminary finding is that the City's expenditures will exceed its revenues by
approximately $2.3 million. This budget gap will require departments to reduce their
projected budgets.
In addition to next year's budget problern4 there are a number of outstanding budget
problems facing the City this fiscal year. Those problems are as follows:
1. FY '76-77 Budget Deficit
2. University of Chicago
FY '77-78 Contract
3. 24 Summer Lifeguards
4. Fire Medical Exams
5. Blind Elderly Program
6. ACTION
7. Increased Benefits -Retirees
8. Additional Retirees
Group Insurance
$ 95,736
98,000
46;000
46,425
16,600
30,000
51,962
58,752
$444,475
It should be noted that any action the City takes to utilize available resources
this fiscal year will affect the amount of resources available to solve next fiscal
year's budget problem.