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SR 05:167
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SR 05:167
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6/16/2005 11:32:11 AM
Creation date
6/16/2005 11:29:25 AM
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CITY CLERK
CITY CLERK - TYPE
STAFF REPORTS
DOCUMENT DATE
6/21/2005
DESTRUCT DATE
15 Y
DOCUMENT NO
SR 05:167
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Total projected General Fund reserves are $13.3 million at the end of 2005-06, and <br /> $14.1 million in 2006-07. The breakdown of these recommended reserves is as <br /> follows: <br /> <br /> GENERAL FUND ENDING RESERVES <br /> <br /> 6/30/05 6/30/06 6/30/07 <br /> Reserve for Economic Uncertainties (10%) $7,810,000 $8,190,000 $8,920,000 <br /> Reserve for Capital Projects 1,600,000 0 0 <br /> Reserve for Carryovers 400,000 0 0 <br /> Reserve for Inventory and Prepaids 44,607 44,607 44,607 <br /> Temporary Recession Reserve 5,100,000 5,100,000 5,100,000 <br /> TOTAL $14,954,607 $13,334,607 $14,064,607 <br /> <br /> 5. General Fund Five-Year Net Income Projection <br /> For the first time, the Budget Plan contains a five-year projection of General Fund <br /> revenue and expenditure trends. The assumptions used are neither aggressive nor <br /> conservative. The results reflect projected positive net income for the General Fund <br /> through the five-year period (through 2011-12). However, the net income starts to <br /> slowly trend downwards as a result of assumed higher than inflation trending for <br /> employee costs. This is due mostly to the inflationary trends in medical costs, as <br /> previously discussed. The longer term nature of this projection suggests that the City <br /> has time to adequately address this trend. <br /> The projection model is shown on page E-18. <br /> <br />C. ENTERPRISE FUNDS <br /> 1. Water Fund <br /> <br /> Projected 2005-06 Water Operating revenues are $17.7 million. Net transfers-out are <br /> projected to be $2.3 million. Transfers-out include $1.85 million for replacement <br /> funding and $485,000 for the 2004 Water Bonds. Fiscal Year 2005-06 expenditure <br /> requests total $14.5 million, including $9.3 million as payment to Zone 7 for <br /> purchased water. Thus net income is projected to be $925,000, increasing the July 1, <br /> 2005 projected beginning fund balance to $9.6 million by year-end June 30, 2006. <br /> However, this fund balance is needed for bond reserves, cash flow, contingency, and <br /> future replacement. <br /> <br /> Water rates will be reviewed this fall to consider the impacts of Zone 7 rate increases. <br /> Recent analysis indicates that replacement reserves also need to be increased. <br /> However, staff will first analyze how much of this need can be addressed by <br /> transferring any excess that might exist in the Water Operating reserves to <br /> replacement reserves, before considering rate increases in the short term. In the long <br /> term, funding for replacement will need to be continually reviewed. <br /> <br /> b-23 <br /> <br /> <br />
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