HomeMy WebLinkAboutItem 4 - Adoption of FY13 COE Supplemental Budget
ECC
UGENE ITY OUNCIL
AIS
GENDA TEM UMMARY
Public Hearing and Action: Resolution Adopting a Supplemental Budget; Making
Appropriations for the City of Eugene for the Fiscal Year
Beginning July 1, 2012 and Ending June 30, 2013
Meeting Date: December 10, 2012 Agenda Item Number: 4
Department: Central Services Staff Contact: Mia Cariaga
www.eugene-or.gov Contact Telephone Number: 541- 682-5408
ISSUE STATEMENT
City Council approval of the first Supplemental Budget (SB1) for Fiscal Year 2013 (FY13) is
requested. Oregon Local Budget Law (ORS 294.471) allows for supplemental budgets in the event
of “an occurrence or condition that is not ascertained when preparing the original budget or a
previous supplemental budget for the current year.” ORS 294.471 also allows for a supplemental
budget if there are “funds that are made available by another unit of federal, state or local
government and the availability of which could not reasonably be foreseen when preparing the
original budget.” This Supplemental Budget does not authorize any increase in the property tax
levy and has been published in compliance with the Oregon Local Budget Law.
BACKGROUND
The Supplemental Budget that occurs in December of a fiscal year is usually the largest because of
the audit adjustments to budgeted Beginning Working Capital and the reappropriation of funds
from the prior fiscal year for program initiatives or projects that were started but not completed
in that fiscal year. This Supplemental Budget also recognizes new revenue and authorizes other
unanticipated changes in legal appropriations.
Transactions Related to Beginning Working Capital
Isler & Company, LLC, the City's external auditor, has completed its Fiscal Year 2012 (FY12) audit,
and this Supplemental Budget includes Marginal Beginning Working Capital (MBWC) adjustments
for all City funds. The MBWC is the difference between the estimated and audited actual FY12
revenues and expenditures. This adjustment is recognized on SB1 and is the largest component of
the transactions included in this budget request.
General Fund Carryover Reconciliation
The total of the MBWC adjustment and the FY13 budgeted reserve for encumbrances in the Main
Subfund of the General Fund is $4,694,224. This amount is available to be appropriated or put
into reserves in the General Fund on SB1. Of this amount, $1,070,034 is dedicated to prior fiscal
year encumbrances.
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The City Manager’s recommendations for use of carryover resources in the General Fund reflect
the motions passed by the Budget Committee and the City Council earlier in this calendar year.
A summary of the General Fund reappropriations and other uses of MBWC is included in
Attachment A.
This Supplemental Budget reflects the following Budget Committee and City Council motions
passed earlier in this calendar year:
$100,000 increase in the Public Works Department operating budget for Parks and Open
Space operations and maintenance (Budget Committee motion);
$225,000 increase in the Planning and Development Department operating budget for
2012/2013 winter homeless strategies (City Council motion).
Additionally, the City Manager is recommending use of the General Fund MBWC to make the
following strategic investments in support of goals and priorities previously identified by the City
Council:
City Hall
$1,000,000 interfund transfer to the Facility Replacement Reserve in the Facilities Services
Fund for the City Hall project, which includes reallocation of $500,000 from the General
Capital Fund transfer plus an additional $500,000.
Economic Prosperity Plan
This work will be guided by the Regional Economic Prosperity Plan, Envision Eugene and the
Council Goals with ongoing focus on supporting the local business community, employment and
wage growth.
$275,000 intergovernmental payment to the Urban Renewal Agency (URA) for the
Downtown Loan Program;
$128,000 increase in the Planning and Development Department operating budget for
efforts related to the plan.
In addition to these two items, this Supplemental Budget includes $122,280 in prior year
reappropriation for job creation and economic development, which is included in the total
reappropriations for the Central Services Department. SB1 for the Urban Renewal Agency (URA)
also contains an additional $224,421 for the Downtown Loan Program. This brings the total
recommended appropriations for the Economic Prosperity Plan to $749,701.
Other uses of the General Fund MBWC included in this Supplemental Budget are as follows:
$400,000 interfund transfer to the General Capital Projects Fund for capital preservation
projects, which is reduced by $500,000 due to reallocation to the City Hall project;
$200,000 increase in the Fire and EMS Department operating budget to cover the cost of a
new records management system implementation;
$152,000 interfund transfer to the Fleet Fund to cover an increase in fuel costs;
$32,000 increase in the Police Department operating budget to cover the lease costs for a
police substation at the LCC Downtown Campus.
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$30,629 increase in the Central Services Department operating budget to cover an
additional payment for the FY13 Lane Council of Governments (LCOG) dues (FY13 total of
$60,629);
$15,000 increase in the Central Services Department operating budget to cover the costs
associated with the Downtown Public Safety Zone court-appointed attorney.
Reserve for Revenue Shortfall
The City Manager is recommending that the remaining $227,620, after taking into account the
above uses of MBWC, be placed in the Reserve for Revenue Shortfall. After this Supplemental
Budget, there will be a total of $10,655,727 in the Reserve for Revenue Shortfall, which represents
8.8 percent of the FY13 adopted General Fund operating expenditures. This represents an
increase in the Reserve for Revenue Shortfall of $921,088 from the end of the previous fiscal year.
This reserve balance will assist the City organization in weathering the revenue shortfalls in the
current and future years and the uncertainty associated with the City’s future fiscal condition. It
should be noted, however, that the City also expects to receive about $800,000 less than budgeted
in property tax revenues, which will bring the reserve down to 8.1 percent.
Animal Services Budget Adjustments
This Supplemental Budget includes adjustments to revenues and appropriations associated with
the Animal Services Program. These adjustments complete the transition of the Animal Services
Program to the City of Eugene.
In prior years, animal code enforcement and field services, shelter services and licensing services
were provided by Lane County under intergovernmental agreement with the City. The County
ended these services in June 2012. City animal code enforcement, field services and licensing
services are now provided by the Eugene Police Department, while shelter and adoption services
are operated by Greenhill Humane Society under a contract with the City. The City Spay and
Neuter Clinic has been and will continue to be operated by the City.
The FY13 Adopted Budget was based on prior years’ funding strategy. To complete the transition
of animal services, this Supplemental Budget moves current appropriations for contractual
services, including shelter and adoption services, from the Central Services Department to the
Police Department. This Supplemental Budget also recognizes additional revenues and increases
appropriation authority to support the full implementation of the new contract for shelter
services, animal code enforcement, field services and licensing services within the Police
Department. The City Spay and Neuter Clinic appropriations will remain in the Central Services
Department’s operating budget; its revenues and appropriation are adjusted to recognize
additional fee revenues and associated expenditures.
All of the additional Animal Service expenditures in this Supplemental Budget are backed by
additional revenues from clinic services, animal license sales, and shelter and adoption fees, which
total $331,000, so there a zero net impact to the General Fund.
General Fund Revenue Adjustments
This Supplemental Budget includes a total of $1,765,420 in General Fund (Main Subfund) revenue
increases, not including Animal Services revenue adjustments described above. These revenues
include grant revenues rebudgeted from the prior fiscal year, new FY13 grant revenues, Police
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dispatching and reimbursable overtime charges, and Police charges to the Oregon Department of
Transportation (ODOT). Operating budget appropriations for the departments receiving these
revenues are being increased by the same amount.
City Council Contingency
This Supplemental Budget includes a recommendation to use $20,000 out of $47,000 in the City
Council Contingency account to cover the costs associated with the November 2012 general
election voters' pamphlet.
Capital Carryover
The Capital Project Carryover Reconciliation is also included in this Supplemental Budget. An
estimate of the unspent balance in each capital project was established in the FY13 Adopted
Budget. These estimates have been reconciled with the actual FY12 expenditures, and the Capital
Budget is adjusted to reflect the remaining unspent balances in each project. The Capital
Carryover on this Supplemental Budget reduces the Capital Budget by $12,687,838 and increases
Balance Available by the same amount.
Recognition of New Revenues
There are transactions on this Supplemental Budget that recognize new revenues, primarily from
grants and other governmental agencies, and increase the operating, capital and non-
departmental budgets. In some cases, capital project support from other governments for ongoing
projects is put into Balance Available because the project is currently budgeted, and the fund is
being reimbursed for a share of the costs already appropriated or incurred. Grants that are
received over a period of more than one fiscal year have their appropriation balances and
revenues re-budgeted in the current fiscal year.
Non-General Fund Transactions
This Supplemental Budget recognizes approximately $12.1 million in non-general fund
transactions, other than MBWC, encumbrances and capital carryover reconciliation. Most of this
total is reflected in recognizing and re-budgeting $10 million in grants and other agency revenue.
This Supplemental Budget also includes non-general fund reappropriations for projects not
completed in the prior fiscal year. Other non-general fund transactions are described in
Attachment A.
Timing
In some cases, expenditure authority is needed immediately to carry out City Council direction or
to meet legal or program requirements. Approval of SB1 in December allows the organization to
prepare more accurate mid-year projections by having the general ledger reflect the audited
balances in each fund. This, in turn, enables staff to more accurately project the Beginning
Working Capital for the next fiscal year’s Proposed Budget.
RELATED CITY POLICIES
These transactions conform to the City’s Financial Management Goals and Policies.
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COUNCIL OPTIONS
Particular requests requiring more information or discussion may be removed from the
supplemental budget and delayed for action in a future supplemental budget. In certain cases
there may be a financial or legal impact to delaying budget approval. The council may also adopt
amended appropriation amounts or funding sources for specific requests in the supplemental
budget.
CITY MANAGER’S RECOMMENDATION
Approve the attached resolution adopting the Supplemental Budget.
SUGGESTED MOTION
Move to adopt a resolution adopting a Supplemental Budget; making appropriations for the City of
Eugene for the Fiscal Year beginning July 1, 2012, and ending June 30, 2013.
ATTACHMENTS
A. Transaction Summary
B. Resolution
FOR MORE INFORMATION
Staff Contact: Mia Cariaga
Telephone: 541-682-5408
Staff E-Mail: mia.cariaga@ci.eugene.or.us
OR
Staff Contact: Pavel Gubanikhin
Telephone: 541-682-5512
Staff E-Mail: pavel.e.gubanikhin@ci.eugene.or.us
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Attachment A
Transaction Summary
010 General Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL39,298,8482,374,59041,673,438
a,e,g
CHANGE TO WORKING CAPITAL
REVENUE
Taxes96,979,000096,979,000
Licenses/Permits5,829,900305,0006,134,900
d
Interovernmental3,628,9031,588,8655,217,768
g
b,i
Rental126,1480126,148
Char
es for Services10,526,8541,034,16611,561,020
g
b,d
Fines/Forfeitures2,618,50002,618,500
Miscellaneous1,322,95032,1891,355,139
b,d
Interfund Transfers9,750,24109,750,241
Total Revenue130,782,4962,960,220133,742,716
170,081,3445,334,810175,416,154
TOTAL RESOURCES
II.
REQUIREMENTS
Department Operatin
g
Central Services21,753,409815,93022,569,339
a,c,d
Fire & Emergency Medical Svcs25,143,8561,296,90426,440,760
a,b,i
Librar, Rec & Cultural Svcs24,660,404289,26224,949,666
y
a,b,f,h
Planning and Development5,915,447578,8196,494,266
a
Police43,162,8172,776,70945,939,526
a,b,d,e
Public Works6,361,957151,4896,513,446
a
Total Department Operatin126,997,8905,909,113132,907,003
g
Non-Departmental
Debt Service231,6630231,663
Interfund Transfers4,878,0251,552,0006,430,025
a
Continenc47,00020,00027,000
gy()
c
Interovernmental Expenditures0275,000275,000
g
a
Reserves 14,294,877100,58614,395,463
a,e,f,g,h,i,j
Reserve for Encumbrances2,481,8892,481,8890
()
a,f,h,j
UEFB21,150,000021,150,000
Total Non-Departmental43,083,454574,30342,509,151
()
TOTAL REQUIREMENTS
170,081,3445,334,810175,416,154
010 General Fund
(011):
Main Subfund
a)
Carryover Reconciliation:
Carryover Resources:
Beginning Working Capital Adjustment *$2,505,465
Reserve for Encumbrances $2,188,759
Total Funds Available for Appropriation$4,694,224
Carryover Distributions:
Reserve for Encumbrances Distribution to Departments:
Central Services Department$617,586
Fire and Emergency Medical Services Department$19,300
Library, Recreation, and Cultural Services Department$45,622
Planning and Development Department$200,819
Police Department$135,218
Public Works Department$51,489
Total Encumbrance Distribution to Departments$1,070,034
Reappropriations from Prior Fiscal Year:
Central Services$632,985
Fire and Emergency Medical Services$0
Library, Recreation, and Cultural Services$0
Planning and Development$25,000
Police$180,956
Public Works$0
Total Reappropriations from Prior Fiscal Year$838,941
Other One-Time Funding Requests:
Funding for Winter Homeless Strategies per City Council motion$225,000
Increase in Parks and Open Space O&M per Budget Committee motion$100,000
Interfund Transfer to the Facilities Services Fund for the City Hall Project$1,000,000
Interfund Transfer to the General Capital Projects Fund for Capital Preservation Projects$400,000
Intergovernmental Payment to URA for the Downtown Loan Program$275,000
Fire & EMS Records Management System$200,000
Interfund Transfer to the Fleet Fund for fuel increase$152,000
Economic Prosperity Plan$128,000
Lease for Police substation at LCC Downtown Campus (ongoing)$32,000
Additional amount for FY13 dues to Lane Council of Governments (LCOG)$30,629
Court-appointed Downtown Public Safety Zone attorney$15,000
Increase in Reserve for Revenue Shortfall$227,620
Total Other One-Time Funding Requests$2,785,249
Total Carryover Resources Appropriated$4,694,224
*Beginning Working Capital Reconciliation: Increase the budgeted Beginning Working Capital in the Main
Subfund of the General Fund by $2,505,465, which is the audited balance from FY12 actual revenues and
expenditures as determined by Isler & Company, LLC, the City's external auditor.
010 General Fund
Main Subfund (011) (continued from previous page):
b) Revenue Adjustments: These transactions rebudget grant revenues from prior fiscal year, recognize new FY13
revenues, and increase operating appropriations in the following Departments:
Fire and Emergency Medical Services Department
$6,072
Department of Homeland Security Regional Urban Search and Rescue grant
Library, Recreation, and Cultural Services Department
Federal E-Rate library communication program$19,811
BEST afterschool agreement with Eugene 4J School District$43,532
Nike grant for 2012 Olympic Trials$20,668
State of Oregon public safety funding for 2012 Olympic Trials$56,072
Jane Higdon Foundation bicycle safety education and training grant$22,000
Police Department
Various public safety grants$576,721
Dispatching charges$353,538
Charges for reimbursable overtime$520,600
Charges to Oregon Department of Transportation (ODOT)$117,217
Dedicated Youth/Police Outreach$29,189
Total Revenue Adjustments$1,765,420
(These revenue adjustments exclude $331,000 in new Animal Service revenues, which are described separately
below).
c)City Council Contingency:Reduce the City Council Contingency by $20,000, and increase the Central Services
Department operating appropriations by the same amount to cover the costs associated with the November 2012
general election voters' pamphlet.
d) Animal Services Program Changes: Increase budgeted animal services revenues by $331,000 to reflect
recent program changes, including $250,000 in dog license fees, $55,000 in animal shelter fees, $23,000 in spay
and neuter clinic revenues, and $3,000 in donations. Reduce operating appropriations for this program in the
Central Services Department, and increase Animal Services operating appropriations in the Police Department by
$831,270. This transaction realigns budgeted Animal Services revenues and appropriations with the recently
implemented program changes with no net impact on the General Fund.
Cultural Services Subfund (031):
e) Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by $76,082,
and decrease the Cultural Services Reserve by the same amount to adjust the budgeted Beginning Working Capital
to the audited amount.
f) Encumbrance Estimate Reconciliation: Increase the Library, Recreation and Cultural Services (LRCS)
Department operating appropriations by $73,108 to reconcile the amount estimated for payment of obligations
incurred but not paid in FY12 to the actual amount paid, increase the Cultural Services Subfund Reserve by
$76,892, and decrease the Reserve for Encumbrances by $150,000.
Equipment Replacement Subfund (041):
g)Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by $54,793,
and decrease the Equipment Replacement Subfund Reserve by the same amount to adjust the budgeted Beginning
Working Capital to the audited amount.
h) Encumbrance Estimate Reconciliation: Increase the Library, Recreation and Cultural Services (LRCS)
Department operating appropriations by $8,449 to reconcile the amount estimated for payment of obligations
incurred but not paid in FY12 to the actual amount paid, increase the Equipment Replacement Subfund Reserve by
$134,681, and decrease the Reserve for Encumbrances by $143,130.
i)Reappropriations: Re-budget $863,800 in intergovernmental revenue associated with the 2011 Assistance to
Firefighters grant, decrease the Equipment Replacement Subfund reserve by $207,732, and increase Fire & EMS
Department operating appropriations for equipment replacement not completed in the prior fiscal year by
$1,071,532.
010 General Fund
j) Summary of the General Fund Reserves (All Subfunds):
FY13FY13FY13
doptedSB1 ActionRevised
A
$10,655,727
General Fund Reserve for Revenue Shortfall$10,428,107 $227,620
$1,000,000
General Fund Reserve for Propert Tax Appeals$1,000,000 $0
y
$0
Reserve for Prior Year Encumbrances$2,481,889 $2,481,889
()
$1,962,297
Cultural Services Subfund Reserve$1,961,487 $810
$32,504
Cultural Services Reserve - Dedicated Donations for Arts$32,504 $0
$744,935
Equipment Replacement Reserve$872,779 $127,844
()
$14,395,463
Total$16,776,766 ($2,381,303)
110 Special Assessments Management Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
1,234,7129,2521,243,964
a
CHANGE TO WORKING CAPITAL
REVENUE
ges for Services68,420068,420
Char
Miscellaneous28,000028,000
Interfund Transfers45,000045,000
Fiscal Transactions10,500010,500
Total Revenue151,9200151,920
TOTAL RESOURCES1,386,6329,2521,395,884
II.REQUIREMENTS
Department Operating
Central Services88,143088,143
Total Department Operating88,143088,143
Non-Departmental
Interfund Transfers6,00006,000
Misc. Fiscal Transactions45,000045,000
Reserve 50,000050,000
Balance Available1,197,4899,2521,206,741
a
Total Non-Departmental 1,298,4899,2521,307,741
TOTAL REQUIREMENTS1,386,6329,2521,395,884
110 Special Assessments Management Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$9,252, and increase Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
130 Public Safety Communications Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
1,497,391372,9471,870,338
a
CHANGE TO WORKING CAPITAL
REVENUE
governmental795,5940795,594
Inter
ges for Services2,803,977106,8592,910,836
Char
b
Miscellaneous12,39588113,276
b
Interfund Transfers80,725080,725
Total Revenue3,692,691107,7403,800,431
TOTAL RESOURCES5,190,082480,6875,670,769
II.REQUIREMENTS
Department Operating
Police3,539,822235,8073,775,629
b,c
Total Department Operating3,539,822235,8073,775,629
Non-Departmental
Interfund Transfers173,0000173,000
Reserve 1,097,77601,097,776
Balance Available379,484244,880624,364
a,c
Total Non-Departmental 1,650,260244,8801,895,140
TOTAL REQUIREMENTS5,190,082480,6875,670,769
130 Public Safety Communications Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$372,947, and increase Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
New Revenues:
b) Recognize Public Safety Answering Point (PSAP) revenues in the amount of $106,859,
decrease Balance Available by $149,239, and increase appropriations for Communications Center and
Regional Radio System equipment by $256,098. Recognize special event revenues in the amount of $881,
and increase appropriations for youth/police outreach public information program by the same amount.
Encumbrance Estimate Reconciliation:
c) Reduce the Police Department operating appropriations by
$21,172 to reconcile the amount estimated for payment of obligations incurred but not paid in FY12 to the
actual amount paid, and increase Balance Available by the same amount.
131 Road Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
2,138,489314,665
2,453,154
a
CHANGE TO WORKING CAPITAL
REVENUE
Licenses/Permits1,648,00001,648,000
Intergovernmental8,713,844153,7288,867,572
b
Rental57,801057,801
Charges for Services34,250034,250
Miscellaneous94,100094,100
Total Revenue10,547,995153,72810,701,723
TOTAL RESOURCES12,686,484468,39313,154,877
II.REQUIREMENTS
Department Operating
Public Works10,472,48350,12910,422,354
()
b,c,d
Total Department Operating10,472,483(50,129)10,422,354
Non-Departmental
Interfund Transfers721,0000721,000
Balance Available1,493,001518,5222,011,523
a,c,d
Total Non-Departmental 2,214,001518,5222,732,523
TOTAL REQUIREMENTS12,686,484468,39313,154,877
131 Road Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$314,665, and increase Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
New Revenues:
b) Recognize $153,728 in Lane Transit District (LTD) grant for the Smart Trips program, and
increase Public Works Department operating appropriations by the same amount.
Encumbrance Estimate Reconciliation:
c) Reduce the Public Works Department operating appropriations
by $308,968 to reconcile the amount estimated for payment of obligations incurred but not paid in FY12 to the
actual amount paid, and increase Balance Available by the same amount.
Pothole Program Reappropriation:
d) Reappropriate $105,111 in FY12 pothole program funding to finish
work on unimproved streets and pothole repairs, and decrease Balance Available by the same amount.
135 Telecom Registration/Licensing Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
5,334,6022,226,9107,561,512
a
CHANGE TO WORKING CAPITAL
REVENUE
Licenses/Permits2,900,00002,900,000
Total Revenue2,900,00002,900,000
TOTAL RESOURCES8,234,6022,226,91010,461,512
II.REQUIREMENTS
Department Operating
Central Services4,344,114933,4425,277,556
b,d
Total Department Operatin4,344,114933,4425,277,556
g
ects
Capital Proj
Capital Projects089,85389,853
b
Capital Carrover 101,7674,45097,317
y()
c
Total Capital Projects101,76785,403187,170
Non-Departmental
Interfund Transfers456,0000456,000
Reserve 0276,907276,907
b
Balance Available3,332,721931,1584,263,879
a,b,c,d
Total Non-Departmental 3,788,7211,208,0654,996,786
TOTAL REQUIREMENTS8,234,6022,226,91010,461,512
135 Telecom Registration/Licensing Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$2,226,910, and increase Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
Telecommunication Project Reappropriation:
b) Reappropriate $1,630,093 in unspent FY12 funds towards
Telecommunications projects, increase the Central Services Department operating appropriations by
$1,263,333, increase capital appropriations by $89,853, increase Equipment Replacement Reserve by
$276,907, and decrease Balance Available by $1,630,093.
Capital Carryover Reconciliation:
c) Decrease capital appropriations by $4,450, and increase Balance
Available by the same amount. This action reconciles the FY13 Capital Carryover Estimate to the actual ending
FY12 capital projects balance.
Encumbrance Estimate Reconciliation:
d) Reduce the Central Services Department operating
appropriations by $329,891 to reconcile the amount estimated for payment of obligations incurred but not paid in
FY12 to the actual amount paid, and increase Balance Available by the same amount.
150 Construction and Rental Housing Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
3,056,983(535,728)
2,521,255
a
CHANGE TO WORKING CAPITAL
REVENUE
Licenses/Permits2,760,00002,760,000
Charges for Services4,006,00004,006,000
Fines/Forfeitures50,000050,000
Miscellaneous476,2000476,200
Total Revenue7,292,20007,292,200
TOTAL RESOURCES10,349,183(535,728)9,813,455
II.REQUIREMENTS
Department Operatin
g
Fire/Emergency Medical Svcs283,3550283,355
Plannin and Development5,528,222354,1205,174,102
g()
b
Public Works409,0080409,008
Total Department Operatin6,220,585354,1205,866,465
g()
Non-Departmental
Interfund Transfers630,0000630,000
Interovernmental Expend.950,0000950,000
g
Balance Available2,548,598(181,608)2,366,990
a,b
Total Non-Departmental 4,128,598181,6083,946,990
()
TOTAL REQUIREMENTS10,349,183(535,728)9,813,455
150 Construction and Rental Housing Fund
Beginning Working Capital Reconciliation:
a) Decrease the budgeted Beginning Working Capital by
$535,728, and decrease Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
Encumbrance Estimate Reconciliation:
b) Reduce the Planning and Development Department operating
appropriations by $354,120 to reconcile the amount estimated for payment of obligations incurred but not paid
in FY12 to the actual amount paid, and increase Balance Available by the same amount.
155 Solid Waste/Recycling Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL701,395
825,957(124,562)
a
CHANGE TO WORKING CAPITAL
REVENUE
Licenses/Permits620,2150620,215
Charges for Services25,000025,000
Miscellaneous5,30005,300
Total Revenue650,5150650,515
TOTAL RESOURCES1,476,472(124,562)1,351,910
II.REQUIREMENTS
Department Operating
Central Services50,000050,000
Planning and Development944,656(165,610)779,046
b
Total Department Operating994,656(165,610)829,046
Non-Departmental
Interfund Transfers97,000097,000
Balance Available384,81641,048425,864
a,b
Total Non-Departmental 481,81641,048522,864
TOTAL REQUIREMENTS1,476,472(124,562)1,351,910
155 Solid Waste/Recycling Fund
a)Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by
$124,562, and decrease Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as determined
by Isler & Company, LLC, the City's external auditor.
b)Encumbrance Estimate Reconciliation: Reduce the Planning and Development Department operating
appropriations by $165,610 to reconcile the amount estimated for payment of obligations incurred but not paid in
FY12 to the actual amount paid, and increase Balance Available by the same amount.
170 Community Development Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL5,261,644(2,541,806)2,719,838
a
CHANGE TO WORKING CAPITAL
REVENUE
Interovernmental3,811,5491,767,4415,578,990
g
a,d
Chares for Services85,950085,950
g
Miscellaneous869,0000869,000
Fiscal Transactions2,660,20002,660,200
Total Revenue7,426,6991,767,4419,194,140
TOTAL RESOURCES12,688,343(774,365)11,913,978
II.REQUIREMENTS
Department Operatin
g
Central Services6,00006,000
Plannin and Development2,854,7751,109,5693,964,344
g
c,d,e
Total Department Operatin2,860,7751,109,5693,970,344
g
ects
Capital Pro
j
Capital Proects800,4251,419,435619,010
j()()
a,e
Capital Carrove1,782,58342,4981,740,085
yr()
b
Total Capital Proects2,583,0081,461,9331,121,075
j()
Non-Departmental
Debt Service467,6810467,681
Interfund Transfers124,0000124,000
Misc. Fiscal Transactions5,826,879618,1475,208,732
()
a
Reserve826,0000826,000
Balance Available0196,146196,146
a,b,c
Total Non-Departmental7,244,560422,0016,822,559
()
TOTAL REQUIREMENTS12,688,343(774,365)11,913,978
170 Community Development Fund
a) Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by
$2,541,806, increase the budgeted FY13 CDBG grant revenues by $179,079, decrease capital appropriations by
$1,748,165, decrease the Historic Preservation and Commercial Revitalization Trust loan appropriations by
$618,147, and increase Balance Available by $3,585. These adjustments bring the FY13 budgeted Beginning
Working Capital in compliance with the audited FY12 actual revenues and expenditures as determined by Isler &
Company, LLC, the City's external auditor.
b) Capital Carryover Reconciliation: Decrease capital appropriations by $42,498, and increase Balance
Available by the same amount. This action reconciles the FY13 Capital Carryover Estimate to the actual ending
FY12 capital projects balance.
c)Encumbrance Estimate Reconciliation: Reduce the Planning and Development Department operating
appropriations by $150,063 to reconcile the amount estimated for payment of obligations incurred but not paid in
FY12 to the actual amount paid, and increase Balance Available by the same amount.
d) New Revenues: Recognize Brownfield Assessment Cooperative Agreement intergovernmental revenue in the
amount of $680,200, and increase Planning and Development Department operating appropriations by the same
amount.
e) Rebudget Prior Year Revenues: Rebudget $908,162 in prior year CDBG revenues, increase Planning and
Development Department operating appropriations by $579,432, and increase CDBG capital appropriations by
$328,730.
180 Library, Parks, and Recreation Special Revenue Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
3,431,797235,3803,667,177
a
CHANGE TO WORKING CAPITAL
REVENUE
Intergovernmental098,74298,742
d
Charges for Services20,000020,000
Miscellaneous354,3240354,324
Total Revenue374,32498,742473,066
TOTAL RESOURCES3,806,121334,1224,140,243
REQUIREMENTS
Department Operating
Library, Rec & Cultural Svcs372,000(14,481)357,519
c
Total Department Operating372,000(14,481)357,519
Capital Projects
Capital Projects51,01698,742149,758
d
Capital Carryover1,149,001(51,141)1,097,860
b
Total Capital Projects1,200,01747,6011,247,618
Non-Departmental
Reserve2,131,494213,3802,344,874
a
Balance Available102,61087,622190,232
a,b,c
Total Non-Departmental2,234,104301,0022,535,106
TOTAL REQUIREMENTS3,806,121334,1224,140,243
180 Library, Parks, and Recreation Special Revenue Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$235,380, increase Reserves by $213,380, and increase Balance Available by $22,000. These
adjustments bring the FY13 budgeted Beginning Working Capital in compliance with the audited FY12
actual revenues and expenditures as determined by Isler & Company, LLC, the City's external auditor.
Capital Carryover Reconciliation:
b) Decrease capital appropriations by $51,141, and increase
Balance Available by the same amount. This action reconciles the FY13 Capital Carryover Estimate to the
actual ending FY12 capital projects balance.
Encumbrance Estimate Reconciliation:
c) Reduce the Library, Recreation and Cultural Services
Department operating budget by $14,481 to reconcile the amount estimated for payment of obligations
incurred but not paid in FY12 to the actual amount paid, and increase Balance Available by the same
amount.
New Revenues:
d) Recognize Oregon Parks and Recreation Department (OPRD) grant revenue for
Spencer Butte Trail Realignment in the amount of $98,742, and increase capital appropriations by the
same amount.
211 General Obligation Debt Service Fund
FY11FY11FY11
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
319,967230,669
550,636
a
CHANGE TO WORKING CAPITAL
REVENUE
Taxes13,044,896013,044,896
Miscellaneous15,000015,000
Total Revenue13,059,896013,059,896
TOTAL RESOURCES13,379,863230,66913,610,532
II.REQUIREMENTS
Non-Departmental
Debt Service13,379,863230,66913,610,532
a
Total Non-Departmental 13,379,863230,66913,610,532
TOTAL REQUIREMENTS13,379,863230,66913,610,532
211 General Obligation Debt Service Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$230,669, and increase the Debt Service budget by the same amount. This adjustment brings the FY13
budgeted Beginning Working Capital in compliance with the audited FY12 actual revenues and
expenditures as determined by Isler & Company, LLC, the City's external auditor.
250 Special Assessment Bond Debt Service Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
376,90771,529448,436
a
CHANGE TO WORKING CAPITAL
REVENUE
Miscellaneous121,5000121,500
Fiscal Transactions633,2000633,200
Total Revenue754,7000754,700
TOTAL RESOURCES1,131,60771,5291,203,136
II.REQUIREMENTS
Non-Deartmental
p
Debt Service750,0000750,000
Interfund Transfers25,000025,000
Reserve 356,60771,529428,136
a
Total Non-Deartmental1,131,60771,5291,203,136
p
TOTAL REQUIREMENTS1,131,60771,5291,203,136
250 Special Assessment Bond Debt Service Fund
a) Beginning Working Capital Reconciliation: Increase the budgeted Beginning Working Capital by
$71,529, and increase the Reserve by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
310 General Capital Projects Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
23,372,531(17,156,123)6,216,408
a
CHANGE TO WORKING CAPITAL
REVENUE
Rental25,000025,000
Miscellaneous31,000031,000
Interfund Transfers2,669,300400,000c3,069,300
Fiscal Transactions011,654,07211,654,072
a
Total Revenue2,725,30012,054,07214,779,372
TOTAL RESOURCES26,097,831(5,102,051)20,995,780
IIREQUIREMENTS
.
Department Operatin
g
Librar, Rec & Cultural Svcs10,000010,000
y
Total Department Operatin10,000010,000
g
Capital Proects
j
Capital Proects2,754,517352,7283,107,245
j
a,c
Capital Carrove22,639,3985,469,29217,170,106
yr()
b
Total Capital Proects25,393,9155,116,56420,277,351
j()
Non-Departmental
Debt Service50,000050,000
Reserve 27,560027,560
Balance Available616,35614,513630,869
a,b
693,916
Total Non-Departmental14,513708,429
TOTAL REQUIREMENTS26,097,831(5,102,051)20,995,780
310 General Capital Projects Fund
a) Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working
Capital by $17,156,123, increase General Obligation Bond Proceeds by $11,654,072 to re-
budget revenue for bonds authorized but not sold in the prior fiscal year, decrease capital
appropriations by $47,272, and decrease Balance Available by $5,454,779. These adjustments
bring the FY13 budgeted Beginning Working Capital in compliance with the audited FY12 actual
revenues and expenditures as determined by Isler & Company, LLC, the City's external auditor.
b) Capital Carryover Reconciliation: Decrease capital appropriations by $5,469,292, and
increase Balance Available by the same amount. This adjustment reconciles the FY13 Capital
Carryover Estimate to the actual ending FY12 capital projects balance.
c)Interfund Transfer: Recognize $400,000 in General Fund interfund transfer revenue, and
increase capital appropriations for capital preservation projects by the same amount.
330 System Development Capital Projects Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL8,594,915302,7538,897,668
a
CHANGE TO WORKING CAPITAL
REVENUE
Rental100,0000100,000
Chares for Services1,870,84701,870,847
g
Miscellaneous40,080040,080
Total Revenue2,010,92702,010,927
TOTAL RESOURCES10,605,842302,75310,908,595
IIREQUIREMENTS
.
Department Operatin
g
Plannin and Development86,864086,864
g
Public Works283,9070283,907
Total Department Operatin370,7710370,771
g
Capital Proects
j
ects1,760,000156,0001,604,000
Capital Pro
j()
c
Capital Carrove3,194,176555,0062,639,170
yr()
b
ects4,954,176711,0064,243,170
Total Capital Pro
j()
Non-Departmental
Interfund Transfers30,000030,000
6,264,654
Balance Available5,250,8951,013,759
a,b,c
5,280,8951,013,7596,294,654
TOTAL REQUIREMENTS10,605,842302,75310,908,595
330 System Development Capital Projects Fund
a) Beginning Working Capital Reconciliation: Increase the budgeted Beginning Working Capital by
$302,753, and increase Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
b) Capital Carryover Reconciliation: Decrease capital appropriations by $555,006, and increase
Balance Available by the same amount. The adjustment reconciles the FY13 Capital Carryover Estimate to
the actual ending FY12 capital projects balance.
c)Capital Appropriation Adjustment: Decrease capital appropriations previously included in the FY13
budget for the Jeppesen Acres Road project by $156,000, and increase Balance Available by the same
amount. This adjustment is being made pursuant to the City Council vote on this project on May 29, 2012.
340 Transportation Capital Projects Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
18,001,538(11,570,196)6,431,342
a
CHANGE TO WORKING CAPITAL
REVENUE
Taxes3,060,00003,060,000
Intergovernmental03,180,8673,180,867
c,d
Rental40,000040,000
Charges for Services5,00005,000
Interfund Transfers30,000030,000
Fiscal Transactions7,520,0006,689,64414,209,644
a
Total Revenue10,655,0009,870,51120,525,511
TOTAL RESOURCES28,656,538(1,699,685)26,956,853
II.REQUIREMENTS
Capital Projects
Capital Projects10,860,000313,30311,173,303
d,e
12,240,614
Capital Carryover15,727,247(3,486,633)
b
Total Capital Projects26,587,247(3,173,330)23,413,917
Non-Departmental
Debt Service40,000040,000
Balance Available2,029,2911,473,6453,502,936
a,b,c,e
Total Non-Departmental2,069,2911,473,6453,542,936
TOTAL REQUIREMENTS28,656,538(1,699,685)26,956,853
340 Transportation Capital Projects Fund
a)Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by
$11,570,196, increase Draws on General Obligation Line of Credit for bonds authorized but not sold in the
prior fiscal year by 6,689,644, and decrease Balance Available by $4,880,552. These adjustments bring the
FY13 budgeted Beginning Working Capital in compliance with the audited FY12 actual revenues and
expenditures as determined by Isler & Company, LLC, the City's external auditor.
b)Capital Carryover Reconciliation: Decrease capital appropriations by $3,486,633, and increase
Balance Available by the same amount. The adjustment reconciles the FY13 Capital Carryover Estimate to
the actual ending FY12 capital projects balance.
c)Rebudget Prior Year Revenues: Recognize intergovernmental revenues in the amount of $2,987,191
for externally funded projects not completed in prior fiscal years, including North Bank Path Rehabilitation
and Lighting, Fern Ridge Path between Chambers and Arthur Streets, River Path Connectors, and various
Pavement Preservation Projects, and increase Balance Available by the same amount.
d)New Revenues: Recognize $193,676 in intergovernmental revenues associated with the Oregon
Department of Transportation (ODOT) grant for Fern Ridge Path between Greenhill Road and Terry Street,
and increase capital appropriations by the same amount.
e)Capital Appropriation Adjustments: Increase capital appropriations by $119,627 for the Street Tree
Program ($69,627) and the Transportation Capital Project Fund's share of the purchase of land adjacent to
the Roosevelt Yard ($50,000), and decrease Balance Available by the same amount.
350 Special Assessment Capital Projects Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
1,442,373(150,713)a1,291,660
CHANGE TO WORKING CAPITAL
REVENUE
Miscellaneous29,100029,100
Fiscal Transactions1,107,97201,107,972
Total Revenue1,137,07201,137,072
TOTAL RESOURCES2,579,445(150,713)2,428,732
II.REQUIREMENTS
Capital Proects
j
Capital Projects822,000(822,000)b0
Capital Carrover 205,384138,320a67,064
y()
Total Capital Projects1,027,384(960,320)67,064
Non-Departmental
Debt Service760,0000760,000
Interfund Transfers20,000020,000
Balance Available772,061809,607a,b1,581,668
Total Non-Departmental1,552,061809,6072,361,668
TOTAL REQUIREMENTS2,579,445(150,713)2,428,732
350 Special Assessment Capital Projects Fund
Beginning Working Capital Reconciliation:
a) Decrease the budgeted Beginning Working Capital by
$150,713, decrease capital project carryover by $138,320, and decrease Balance Available by $12,393.
These adjustments bring the FY13 Budgeted Beginning Working Capital in compliance with the audited FY12
actual revenues and expenditures as determined by Isler & Company, LLC, the City's external auditor.
Capital Appropriation Adjustment:
b) Decrease capital appropriations previously included in the FY13
budget for the Jeppesen Acres Road project by $822,000, and increase Balance Available by the same
amount. This adjustment is being made pursuant to the City Council vote on this project on May 29, 2012.
510 Municipal Airport Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
21,101,355(4,323,281)16,778,074
a
CHANGE TO WORKING CAPITAL
REVENUE
Interovernmental3,990,5004,188,4168,178,916
g
c
Rental3,460,84403,460,844
Chares for Services4,621,33504,621,335
g
Fines/Forfeitures8,00008,000
Miscellaneous12,65640,00052,656
e
Fiscal Transactions71,590071,590
Total Revenue12,164,9254,228,41616,393,341
TOTAL RESOURCES33,266,280(94,865)33,171,415
II.REQUIREMENTS
Department Operatin
g
Fire/Emerenc Medical Svcs785,6130785,613
gy
Police412,4330412,433
Public Works5,771,00532,9895,803,994
d,e
Total Department Operatin6,969,05132,9897,002,040
g
Capital Proects
j
Capital Proects3,485,00003,485,000
j
Capital Carrover12,776,670418,33612,358,334
y()
b
Total Capital Proects16,261,670418,33615,843,334
j()
Non-Departmental
Interfund Transfers468,0000468,000
Reserve 5,745,45605,745,456
Balance Available3,822,103290,4824,112,585
a,b,c,d
Total Non-Departmental 10,035,559290,48210,326,041
TOTAL REQUIREMENTS33,266,280(94,865)33,171,415
510 Municipal Airport Fund
a) Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by
$4,323,281, and decrease Balance Available by the same amount. This adjustment brings the FY13
Budgeted Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures
as determined by Isler & Company, LLC, the City's external auditor.
b) Capital Carryover Reconciliation: Decrease capital appropriations by $418,336, and increase Balance
Available by the same amount. This adjustment reconciles the FY13 Capital Carryover Estimate to the
actual ending FY12 capital projects balance.
c) Rebudget Prior Year Revenues: Recognize intergovernmental revenues supporting previously
budgeted Airport capital projects in the amount of $4,188,416, and increase Balance Available by the same
amount.
d) Encumbrance Estimate Reconciliation: Decrease the Public Works Department operating
appropriations by $7,011 to reconcile the amount estimated for payment of obligations incurred but not paid
in FY12 to the actual amount paid, and increase Balance Available by the same amount.
e) Operating Appropriation Adjustment: Increase the Public Works Department operating appropriations
by $40,000 to cover the cost of repairs to the main runway incurred due to damage caused by a private
aircraft earlier in the fiscal year. Revenue offset for this budget increase will be from the insurance company
of the aircraft owner.
520 Parking Services Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
310,063
94309,969
a
CHANGE TO WORKING CAPITAL
REVENUE
Rental485,0000485,000
Charges for Services4,340,92504,340,925
Fines/Forfeitures898,0000898,000
Total Revenue5,723,92505,723,925
TOTAL RESOURCES5,724,019309,9696,033,988
II.REQUIREMENTS
Department Operating
Central Services328,4030328,403
Plannin and Development3,097,33803,097,338
g
Public Works43,000043,000
Total Department Operatin3,468,74103,468,741
g
ects
Capital Proj
100,000
Capital Projects50,00050,000
b
ects50,00050,000100,000
Total Capital Proj
Non-Departmental
Interfund Transfers2,205,25302,205,253
Balance Available25259,969259,994
a,b
Total Non-Departmental 2,205,278259,9692,465,247
TOTAL REQUIREMENTS5,724,019309,9696,033,988
520 Parking Services Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$309,969, and increase Balance Available by the same amount. This adjustment brings the FY13 Budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
Capital Appropriation Adjustment:
b) Increase capital appropriations by $50,000 to cover the costs of Pearl
Street Garage leak repairs and tenant improvements at the Parcade Garage, and decrease Balance Available
by the same amount.
530 Wastewater Utility Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
4,752,830(156,201)a4,596,629
CHANGE TO WORKING CAPITAL
REVENUE
Chares for Services46,512,172439,595d,e46,951,767
g
Fines/Forfeitures4,40004,400
Miscellaneous28,000028,000
Total Revenue46,544,572439,59546,984,167
TOTAL RESOURCES51,297,402283,39451,580,796
II.REQUIREMENTS
Department Operating
Public Works21,337,440269,974c,d,e21,607,414
Total Department Operating21,337,440269,97421,607,414
Capital Projects
Capital Projects2,105,00002,105,000
Capital Carryover2,863,524(410,496)b2,453,028
Total Capital Proects4,968,524410,4964,558,028
j()
Non-Departmental
Interfund Transfers1,492,00001,492,000
Interovernmental Expend.22,717,000022,717,000
g
Balance Available782,438423,916a,b,c,e1,206,354
Total Non-Departmental24,991,438423,91625,415,354
TOTAL REQUIREMENTS51,297,402283,39451,580,796
530 Wastewater Utility Fund
:
Beginning Working Capital Reconciliation
a) Decrease the budgeted Beginning Working Capital by
$156,201, and decrease Balance Available by the same amount. This adjustment brings the FY13 Budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as determined
by Isler & Company, LLC, the City's external auditor.
Capital Carryover Reconciliation:
b) Decrease capital appropriations by $410,496, and increase Balance
Available by the same amount. This adjustment reconciles the FY13 Capital Carryover Estimate to the actual
ending FY12 capital projects balance.
Encumbrance Estimate Reconciliation:
c)Decrease the Public Works Department operating appropriations
by $254,621 to reconcile the amount estimated for payment of obligations incurred but not paid in FY12 to the
paid, and increase Balance Available by the same amount.
actual amount
Wastewater Project Reappropriation:
d) Recognize Charges for Services revenues in the amount of
$424,595, and increase Public Works Department operating appropriations by the same amount for Wastewater
jects.
equipment replacement and rehabilitation pro
Wastewater Project Reappropriation:
e) Recognize Charges for Services revenues in the amount of $15,000,
decrease Balance Available by $85,000, and increase Public Works Department operating appropriations by
$100,000 for one-time contractual costs associated with TV inspection and sonar profiling of large diameter
wastewater trunk lines.
539 Stormwater Utility Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL7,606,618
11,234,103(3,627,485)
a
CHANGE TO WORKING CAPITAL
REVENUE
Licenses/Permits108,5000108,500
Intergovernmental33,000764,920797,920
d,f
Charges for Services14,445,700014,445,700
Miscellaneous5,50005,500
Interfund Transfers5,00005,000
Total Revenue14,597,700764,92015,362,620
TOTAL RESOURCES25,831,803(2,862,565)22,969,238
II.REQUIREMENTS
Department Operating
Public Works13,425,334263,90213,689,236
c,f
Total Department Operating13,425,334263,90213,689,236
Capital Projects
Capital Projects4,791,825(741,345)4,050,480
e,f
Capital Carryover 5,407,594(2,230,207)3,177,387
b
Total Capital Projects10,199,419(2,971,552)7,227,867
Non-Departmental
Interfund Transfers975,0000975,000
Intergovernmental Expend.15,000015,000
Balance Available1,217,050(154,915)1,062,135
a,b,c,d,e
Total Non-Departmental2,207,050(154,915)2,052,135
TOTAL REQUIREMENTS25,831,803(2,862,565)22,969,238
539 Stormwater Utility Fund
a) Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital by
$3,627,485, and decrease Balance Available by the same amount. This adjustment brings the FY13 budgeted
Beginning Working Capital in compliance with the audited FY12 actual revenues and expenditures as
determined by Isler & Company, LLC, the City's external auditor.
b) Capital Carryover Reconciliation: Decrease capital appropriations by $2,230,207, and increase Balance
Available by the same amount. This adjustment reconciles the FY13 Capital Carryover Estimate to the actual
ending FY12 capital projects balance.
c) Encumbrance Estimate Reconciliation: Decrease the Public Works Department operating appropriations
by $85,130 to reconcile the amount estimated for payment of obligations incurred but not paid in FY12 to the
actual amount paid, and increase Balance Available by the same amount.
d) Rebudget Prior Year Revenues: Recognize Intergovernmental revenues supporting previously budgeted
capital projects in the amount of $367,233, and increase Balance Available by the same amount.
e) Capital Appropriation Adjustment: Decrease capital appropriations previously included in the FY13
budget for the Jeppesen Acres Road project by $790,000, and increase Balance Available by the same amount.
This adjustment is being made pursuant to the City Council vote on this project on May 29, 2012.
f) New Revenues: Recognize intergovernmental revenues associated with various Stormwater projects in the
amount of $397,687, increase the Public Works Department operating appropriations by $349,032, and increase
capital appropriations by $48,655.
592 Ambulance Transport Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL1,454,744715,4752,170,219
a
CHANGE TO WORKING CAPITAL
REVENUE
es for Services6,532,95006,532,950
Char
g
Miscellaneous60,600060,600
Total Revenue6,593,55006,593,550
TOTAL RESOURCES8,048,294715,4758,763,769
II.REQUIREMENTS
Department Operatin
g
Fire/Emerenc Medical Svcs6,636,84506,636,845
gy
Total Department Operatin6,636,84506,636,845
g
Non-Departmental
Interfund Transfers833,9880833,988
Balance Available577,461715,4751,292,936
a
Total Non-Departmental1,411,449715,4752,126,924
TOTAL REQUIREMENTS8,048,294715,4758,763,769
592 Ambulance Transport Fund
a) Beginning Working Capital Reconciliation: Increase the budgeted Beginning Working Capital
by $715,475, and increase Balance Available by the same amount. This adjustment brings the FY13
Budgeted Beginning Working Capital in compliance with the audited FY12 actual revenues and
enditures as determined b Isler & Coman, LLC, the Cit's external auditor.
ex
pypyy
600 Fleet Services Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
12,694,0983,712,09516,406,193
a
CHANGE TO WORKING CAPITAL
REVENUE
Rental30,000030,000
Chares for Services8,866,18008,866,180
g
Miscellaneous279,0000279,000
Interfund Transfers1,161,000152,0001,313,000
d
Total Revenue10,336,180152,00010,488,180
TOTAL RESOURCES23,030,2783,864,09526,894,373
REQUIREMENTS
II
.
Deartment Oeratin
ppg
Public Works12,696,3622,350,98915,047,351
b,c,d
Total Deartment Oeratin12,696,3622,350,98915,047,351
ppg
Caital Proects
pj
Caital Carrove7960796
pyr
Total Caital Proects7960796
pj
Non-Deartmental
p
Interfund Transfers362,0000362,000
Reserves 9,968,8891,477,42011,446,309
a,b,c
Balance Available2,23135,68637,917
a
Total Non-Deartmental10,333,1201,513,10611,846,226
p
TOTAL REQUIREMENTS23,030,2783,864,09526,894,373
600 Fleet Services Fund
a) Beginning Working Capital Reconciliation: Increase the budgeted Beginning Working Capital by
$3,712,095, increase the Fleet Services Reserve by $3,676,409, and increase Balance Available by
$35,686. These adjustments bring the FY13 Budgeted Beginning Working Capital in compliance with the
audited FY12 actual revenues and expenditures as determined by Isler & Company, LLC, the City's external
auditor.
b) Encumbrance Estimate Reconciliation:Decrease the Public Works Department operating
appropriations by $37,125, and increase the Fleet Services Reserve by the same amount to reconcile the
amount estimated for payment of obligations incurred but not paid in FY12 to the actual amount paid.
c) Reappropriation: Increase Public Works Department operating appropriations for vehicle replacement
not completed in the prior fiscal year in the amount of $2,236,114, and decrease the Fleet Services Reserve
by the same amount.
d) Interfund Transfer: Recognize $152,000 in General Fund interfund transfer revenue, and increase the
Public Works Department operating appropriations for fuel contingency by the same amount.
610 Information Systems and Services Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
3,625,7891,193,6004,819,389
a
CHANGE TO WORKING CAPITAL
REVENUE
ges for Services6,202,76406,202,764
Char
Miscellaneous10,900010,900
Interfund Transfers932,0000932,000
Total Revenue7,145,66407,145,664
TOTAL RESOURCES10,771,4531,193,60011,965,053
II.REQUIREMENTS
Department Operating
Central Services7,247,153217,1527,464,305
b
Total Department Operating7,247,153217,1527,464,305
Non-Departmental
Interfund Transfers217,0000217,000
Reserve 2,471,524215,6442,687,168
a
Balance Available835,776760,8041,596,580
a,b
Total Non-Departmental 3,524,300976,4484,500,748
TOTAL REQUIREMENTS10,771,4531,193,60011,965,053
610 Information Systems and Services Fund
Beginning Working Capital Reconciliation:
a) Increase the budgeted Beginning Working Capital by
$1,193,600, increase the Reserve for Software Replacement by $215,644, and increase Balance Available by
$977,956. These adjustments bring the FY13 Budgeted Beginning Working Capital in compliance with the
audited FY12 actual revenues and expenditures as determined by Isler & Company, LLC, the City's external
auditor.
Reappropriations:
b) Increase the Central Services Department operating appropriations by $217,152 in
order to re-budget unspent FY12 funds for the City-wide Strategic Communications Project ($73,439) and a
limited duration Web Analyst position ($143,713), and decrease Balance Available by $217,152.
615 Facilities Services Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL12,284,904(92,447)12,192,457
a
CHANGE TO WORKING CAPITAL
REVENUE
Rental650,0000650,000
Chares for Services8,296,00908,296,009
g
Miscellaneous9,00009,000
1,000,000
Interfund Transfers01,000,000
c
Total Revenue8,955,0091,000,0009,955,009
TOTAL RESOURCES21,239,913907,55322,147,466
IIREQUIREMENTS
.
Department Operatin
g
Central Services8,576,78208,576,782
and Development266,6470266,647
Plannin
g
Total Department Operatin8,843,42908,843,429
g
Capital Proects
j
ects150,0000150,000
Capital Pro
j
Capital Carrove553,11119,779533,332
yr()
b
ects703,11119,779683,332
Total Capital Pro
j()
Non-Departmental
Debt Service202,1600202,160
Interfund Transfers327,0000327,000
Reserves8,213,0791,021,8449,234,923
a,c
94,5122,856,622
Balance Available2,951,134
()
a,b
Total Non-Departmental11,693,373927,33212,620,705
TOTAL REQUIREMENTS21,239,913907,55322,147,466
615 Facilities Services Fund
a)Beginning Working Capital Reconciliation: Decrease the budgeted Beginning Working Capital
by $92,447, increase the Facility Reserve by $21,844, and decrease Balance Available by $114,291.
These adjustments bring the FY13 Budgeted Beginning Working Capital in compliance with the audited
FY12 actual revenues and expenditures as determined by Isler & Company, LLC, the City's external
auditor.
b) Capital Carryover Reconciliation: Decrease capital appropriations by $19,779, and increase
Balance Available by the same amount. This adjustment reconciles the FY13 Capital Carryover
Estimate to the actual ending FY12 capital projects balance.
c)Interfund Transfer: Recognize $1,000,000 in General Fund interfund transfer revenue for the City
Hall project, and increase the Facility Replacement Reserve by the same amount.
620 Risk and Benefits Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL
8,956,23066,702
9,022,932
a
CHANGE TO WORKING CAPITAL
REVENUE
overnmental190,00036,799226,799
Inter
g
c
Chares for Services33,655,557033,655,557
g
Miscellaneous245,6600245,660
Total Revenue34,091,21736,79934,128,016
TOTAL RESOURCES43,047,447103,50143,150,948
IIREQUIREMENTS
.
Department Operatin
g
Central Services30,143,20026,40030,169,600
b,c
Total Department Operatin30,143,20026,40030,169,600
g
Non-Departmental
Debt Service5,244,50005,244,500
Interfund Transfers162,0000162,000
Reserve 6,913,813259,4007,173,213
a
Balance Available583,934182,299401,635
()
a,b
Total Non-Departmental12,904,24777,10112,981,348
TOTAL REQUIREMENTS43,047,447103,50143,150,948
620 Risk and Benefits Fund
a) Beginning Working Capital Reconciliation:Increase the budgeted Beginning Working Capital
by $66,702, increase the Medical Rate Stabilization Reserve by $30,365, increase the Debt Service
Reserve by $229,035, and decrease Balance Available by $192,698. These adjustments bring the
FY13 Budgeted Beginning Working Capital in compliance with the audited FY12 actual revenues
and expenditures as determined by Isler & Company, LLC, the City's external auditor.
b) Encumbrance Estimate Reconciliation:Decrease the Central Services Department operating
appropriations by $10,399 to reconcile the amount estimated for payment of obligations incurred but
not paid in FY12 to the actual amount paid, and increase Balance Available by the same amount.
c)Rebudget Prior Year Revenues: Recognize Intergovernmental revenues in the amount of
$36,799, and increase the Central Services Department operating appropriations by the same
amount.
630 Professional Services Fund
FY13FY13FY13
doptedSB1 ActionRevised
A
I.RESOURCES
BEGINNING WORKING CAPITAL3,126,957905,0874,032,044
a
CHANGE TO WORKING CAPITAL
REVENUE
Licenses/Permits5000500
Charges for Services5,233,43905,233,439
Total Revenue5,233,93905,233,939
TOTAL RESOURCES8,360,896905,0879,265,983
II.REQUIREMENTS
Department Operating
Public Works5,406,49605,406,496
Total Department Operating5,406,49605,406,496
Non-Departmental
Interfund Transfers471,0000471,000
Reserve 270,0000270,000
Balance Available2,213,400905,0873,118,487
a
Total Non-Departmental 2,954,400905,0873,859,487
TOTAL REQUIREMENTS8,360,896905,0879,265,983
630 Professional Services Fund
a)Beginning Working Capital Reconciliation: Increase the budgeted Beginning Working Capital
by $905,087, and increase Balance Available by the same amount. This adjustment brings the FY13
budgeted Beginning Working Capital in compliance with the audited FY12 actual revenues and
expenditures as determined by Isler & Company, LLC, the City's external auditor.
Resolution Number ____ Attachment B
A RESOLUTION ADOPTING A SUPPLEMENTAL BUDGET;
MAKING APPROPRIATIONS FOR THE CITY OF EUGENE
FOR THE FISCAL YEAR BEGINNING JULY 1, 2012,
AND ENDING JUNE 30, 2013.
The City Council of the City of Eugene finds that Adopting the Supplemental Budget and
Making Appropriations is necessary under ORS 294.471.
NOW THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF EUGENE, A
Municipal Corporation of the State of Oregon, as follows:
Section 1.
ThattheSupplementalBudgetfortheCityofEugene,Oregon,forthefiscalyear
beginningJuly1,2012,andendingJune30,2013,assetforthinattachedExhibit
"A" is hereby adopted.
Section 2.
TheSupplementalamountsforthefiscalyearbeginningJuly1,2012,andending
June30,2013,andforthepurposesshowninattachedExhibit"A"arehereby
appropriated.
Section 3.
ThatthisSupplementalBudgetispreparedinaccordancewithORS294.471(1),
whichauthorizestheformulationofasupplementalbudgetresultingfrom"An
occurrenceorconditionwhichhadnotbeenascertainedatthetimeofthe
preparationofabudgetforthecurrentyearorcurrentbudgetperiodwhich
requiresachangeinfinancialplanning."ThisSupplementalBudgetwas
published in accordance with ORS 294.471(3).
Section 4.
ThisresolutioncomplieswithORS294.471(4),anddoesnotauthorizean
increaseinthelevyofpropertytaxesabovetheamountpublishedintheAdopted
Budget publication.
The foregoing resolution adopted this 10th day of December, 2012.
City Recorder
EXHIBIT "A"
Amounts
in dollars
GENERAL FUND
Departmental Operating
Central Services815,930
Fire and Emergency Medical Services1,296,904
Library, Recreation and Cultural Services289,262
Planning and Development578,819
Police Department2,776,709
Public Works151,489
Total Departmental Operating5,909,113
Non-Departmental
Contingency(20,000)
Interfund Transfer1,552,000
* Reserves(2,381,303)
Intergovernmental Expenditures275,000
Total Non-Departmental(574,303)
TOTAL GENERAL FUND5,334,810
SPECIAL ASSESSMENT MANAGEMENT FUND
Non-Departmental
* Balance Available9,252
Total Non-Departmental9,252
TOTAL SPECIAL ASSESSMENT MANAGEMENT FUND9,252
ROAD FUND
Departmental Operating
Public Works Department(50,129)
Total Departmental Operating(50,129)
Non-Departmental
* Balance Available518,522
Total Non-Departmental518,522
TOTAL ROAD FUND468,393
PUBLIC SAFETY COMMUNICATIONS FUND
Departmental Operating
Police Department235,807
Total Departmental Operating235,807
Non-Departmental
* Balance Available244,880
Total Non-Departmental244,880
TOTAL PUBLIC SAFETY COMMUNICATIONS FUND480,687
TELECOM REGISTRATION/LICENSING FUND
Departmental Operating
Central Services Department933,442
Total Departmental Operating933,442
Capital Projects
85,403
Capital Projects
Total Capital Projects85,403
Non-Departmental
* Reserves276,907
* Balance Available931,158
Total Non-Departmental1,208,065
TOTAL TELECOM REGISTRATION/LICENSING FUND2,226,910
CONSTRUCTION AND RENTAL HOUSING FUND
Departmental Operating
Planning and Development(354,120)
Total Departmental Operating(354,120)
Non-Departmental
* Balance Available(181,608)
Total Non-Departmental(181,608)
TOTAL CONSTRUCTION AND RENTAL HOUSING FUND(535,728)
SOLID WASTE/RECYCLING FUND
Departmental Operating
Planning and Development(165,610)
Total Departmental Operating(165,610)
Non-Departmental
* Balance Available41,048
Total Non-Departmental41,048
TOTAL SOLID WASTE/RECYCLING FUND(124,562)
COMMUNITY DEVELOPMENT FUND
Departmental Operating
Planning and Development1,109,569
Total Departmental Operating1,109,569
Capital Projects
(1,461,933)
Capital Projects
Total Capital Projects(1,461,933)
Non-Departmental
* Balance Available196,146
Miscellaneous Fiscal Transactions(618,147)
Total Non-Departmental(422,001)
TOTAL COMMUNITY DEVELOPMENT FUND(774,365)
LIBRARY, PARKS & RECREATION SPECIAL REVENUE FUND
Departmental Operating
Library, Recreation and Cultural Services(14,481)
Total Departmental Operating(14,481)
Capital Projects
47,601
Capital Projects
Total Capital Projects47,601
Non-Departmental
* Reserves213,380
* Balance Available87,622
Total Non-Departmental301,002
TOTAL LIBRARY, PARKS & REC. SPECIAL REVENUE FUND334,122
GENERAL OBLIGATION DEBT SERVICE FUND
Non-Departmental
Debt Service230,669
Total Non-Departmental230,669
TOTAL GENERAL OBLIGATION DEBT SERVICE FUND230,669
SPECIAL ASSESSMENT BOND DEBT SERVICE FUND
Non-Departmental
* Reserves71,529
Total Non-Departmental71,529
TOTAL SPECIAL ASSESSMENT BOND DEBT SVC. FUND71,529
GENERAL CAPITAL PROJECTS FUND
Capital Projects
(5,116,564)
Capital Projects
Total Capital Projects(5,116,564)
Non-Departmental
* Balance Available 14,513
Total Non-Departmental14,513
TOTAL GENERAL CAPITAL PROJECTS FUND(5,102,051)
SYSTEMS DEVELOPMENT CAPITAL PROJECTS FUND
Capital Projects
(711,006)
Capital Projects
Total Capital Projects(711,006)
Non-Departmental
* Balance Available1,013,759
Total Non-Departmental1,013,759
TOTAL SYSTEMS DEVELOPMENT CAP. PROJECTS FUND302,753
TRANSPORTATION CAPITAL PROJECTS FUND
Capital Projects
(3,173,330)
Capital Projects
Total Capital Projects(3,173,330)
Non-Departmental
* Balance Available1,473,645
Total Non-Departmental1,473,645
TOTAL TRANSPORTATION CAPITAL FUND(1,699,685)
SPECIAL ASSESSMENTS CAPITAL PROJECTS FUND
Capital Projects
(960,320)
Capital Projects
Total Capital Projects(960,320)
Non-Departmental
* Balance Available809,607
Total Non-Departmental809,607
TOTAL SPECIAL ASSESSMENTS CAP. PROJECTS FUND(150,713)
MUNICIPAL AIRPORT FUND
Departmental Operating
Public Works32,989
Total Departmental Operating32,989
Capital Projects
(418,336)
Capital Projects
Total Capital Projects(418,336)
Non-Departmental
* Balance Available290,482
Total Non-Departmental290,482
TOTAL MUNICIPAL AIRPORT FUND(94,865)
PARKING SERVICES FUND
Capital Projects
50,000
Capital Projects
Total Capital Projects50,000
Non-Departmental
* Balance Available259,969
Total Non-Departmental259,969
TOTAL PARKING SERVICES FUND309,969
WASTEWATER UTILITY FUND
Departmental Operating
Public Works269,974
Total Departmental Operating269,974
Capital Projects
(410,496)
Capital Projects
Total Capital Projects(410,496)
Non-Departmental
* Balance Available423,916
Total Non-Departmental423,916
TOTAL WASTEWATER UTILITY FUND283,394
STORMWATER UTILITY FUND
Departmental Operating
Public Works263,902
Total Departmental Operating263,902
Capital Projects
(2,971,552)
Capital Projects
Total Capital Projects(2,971,552)
Non-Departmental
* Balance Available(154,915)
Total Non-Departmental(154,915)
TOTAL STORMWATER UTILITY FUND(2,862,565)
AMBULANCE TRANSPORT FUND
Non-Departmental
* Balance Available715,475
Total Non-Departmental715,475
TOTAL EMERGENCY MEDICAL SERVICES FUND715,475
FLEET SERVICES FUND
Departmental Operating
Public Works2,350,989
Total Departmental Operating2,350,989
Non-Departmental
* Reserves1,477,420
* Balance Available35,686
Total Non-Departmental1,513,106
TOTAL FLEET SERVICES FUND3,864,095
INFORMATION SYSTEMS AND SERVICES FUND
Departmental Operating
Central Services217,152
Total Departmental Operating217,152
Non-Departmental
* Reserves215,644
* Balance Available760,804
Total Non-Departmental976,448
TOTAL INFORMATION SYSTEMS AND SERVICES FUND1,193,600
FACILITIES SERVICES FUND
Capital Projects
(19,779)
Capital Projects
Total Capital Projects(19,779)
Non-Departmental
* Reserves1,021,844
* Balance Available(94,512)
Total Non-Departmental927,332
TOTAL FACILITIES SERVICES FUND907,553
RISK AND BENEFITS FUND
Departmental Operating
Central Services26,400
Total Departmental Operating26,400
Non-Departmental
* Reserves259,400
* Balance Available(182,299)
Total Non-Departmental77,101
TOTAL RISK AND BENEFITS FUND103,501
PROFESSIONAL SERVICES FUND
Non-Departmental
* Balance Available905,087
Total Non-Departmental905,087
TOTAL PROFESSIONAL SERVICES FUND905,087
TOTAL REQUIREMENTS - ALL FUNDS6,397,265
* Reserves, Balance Available, and UEFB amounts are not appropriated for
spending and are shown for information purposes only.