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HomeMy WebLinkAboutORD 08-086 ORDINANCE NO. 08-086 ENTITLED AN ORDINANCE REFERRED TO AS THE "ANNUAL APPROPRIATION ORDINANCE" ADOPTING A BUDGET FORTHE FISCAL PERIOD BEGINNING OCTOBER 1, 2008, AND ENDING SEPTEMBER 30, 2009, IN ACCORDANCE WITH THE CHARTER OF THE CITY OF BEAUMONT; APPORTIONING THE FUNDS OF THE CITY OF BEAUMONT; REPEALING ALL ORDINANCES OR PARTS OF ORDINANCES IN CONFLICT HEREWITH AND PROVIDING FOR SEVERABILITY. WHEREAS,the City Manager of the City of Beaumont submitted to the City Council a budget estimate for the revenues of said City and expenses of conducting the affairs thereof for the fiscal year beginning October 1, 2008, and ending September 30, 2009; and, WHEREAS, attempts were made to provide notice and conduct public hearings on the budget in accordance with the requirements of the Charter of the City of Beaumont and the statutes of the State of Texas; however, the necessity to declare disasters and call for mandatory evacuations due to Hurricanes Gustav and Ike prevented the conducting of regular Council meetings and scheduled public hearings on the budget; and WHEREAS, Article VI, Section 9, states that, "The budget shall be finally adopted not later than the twenty-seventh (27th)day of the last month of the fiscal year. Should the Council take no final action on or prior to such day, the budget as submitted by the City Manager shall be deemed to have been finally adopted by the Council;"and WHEREAS, the City Council is of the opinion that the budget, as attached hereto as exhibit "A," should be ratified as adopted; NOW, THEREFORE, BE IT ORDAINED BY THE CITY OF BEAUMONT: Section 1. That the budget attached hereto as Exhibit "A" and made a part hereof for all purposes is hereby adopted, ratified and approved. Exhibit "A" is hereby adopted and approved as the budget of all the correct expenses as well as the fixed charges of the City for the fiscal period beginning the 1 st day of October, 2008, and ending the 30th day of September, 2009, and the several amounts stated in Exhibit"A"as proposed expenditures shall be and become appropriated to the several objects and purposes therein named. Notices given, as required for the adoption of said budget, are hereby ratified. Section 2. That the sums indicated are appropriated from the following schedule of funds: a. General $107,225,500 (includes $1.5 million contingency) b. Debt Service 14,580,800 C. Water Utilities 37,268,100 d. Solid Waste Management 8,846,400 e. Hotel Occupancy Tax 3,023,500 f. Henry Homberg Golf Course 562,200 g. Municipal Transit 10,914,500 h. Other Special Revenue 3,630,933 i. Capital Reserve 9,874,800 j. Fleet Management 8,673,100 k. Employee Benefits 17,704,800 I. General Liability 944,500 Section 3. That the City Manager is hereby authorized to transfer budgeted funds from one line item to another line item provided the transaction is not an inter-fund transfer. Section 4. That if any section, subsection, sentence, clause or phrase of this ordinance or the application of same to a particular set of persons or circumstances should for any reason be held to be invalid, such invalidity shall in no way affect the remaining portions of this ordinance, and to such end the provisions of this ordinance are declared to be severable. Section 5. That all ordinances or parts of ordinances in conflict herewith are repealed to the extent of the conflict only. PASSED BY THE CITY COUNCIL of the City of Beaumont this the 30th day of September, 2008. AW .� VA •+ - M or Becky Ames - s GENERAL FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Sales and use taxes $ 35,852,787 $ 37,266,000 $ 37,266,000 Property taxes 19,414,241 24,020,000 27,171,000 Industrial payments 12,081,915 13,178,700 15,782,000 Gross receipts taxes 8,146,008 8,099,200 8,071,200 Utility fund in lieu 6,936,000 6,936,000 7,036,000 Charges for services 3,606,698 3,615,600 3,589,000 Fines and forfeits 2,558,994 2,311,100 2,224,800 Licenses and permits 1,638,903 1,674,300 1,404,600 Other 4,105,019 3,498,700 3,183,900 TOTAL REVENUES 94,340,565 100,599,600 105,728,500 EXPENDITURES Police 25,322,789 26,487,300 28,259,100 Fire 19,032,153 21,186,400 22,339,900 Public Works 16,302,342 16,906,200 17,553,300 Public Health 6,449,585 7,054,500 8,511,900 Information Technology 2,400,402 2,965,400 5,269,200 Parks and Recreation 3,897,599 4,371,900 4,516,700 Event Facilities and Libraries 3,443,367 4,041,100 4,259,400 Finance 3,173,418 3,404,600 3,705,100 Community Development - 2,334,800 2,469,100 Executive Office 1,503,338 1,577,400 1,694,500 Human Resources 657,602 962,700 1,085,300 City Attorney 718,054 675,300 769,200 City Clerk 267,591 209,300 326,600 TOTAL EXPENDITURES 83,168,240 91,176,900 100,759,300 OTHER USES Transfers out 6,326,000 4,966,200 TOTAL APPROPRIATIONS 89,494,240 104,4561900 .105,725,500 EXCESS(DEFICIT)REVENUES OVER APPROPRIATIONS 4,846,325 (3,857,300) 3,000 BEGINNING FUND BALANCE 20,262,622 25,108,947 21,251,6+47 Reserved for contingency 1,500,000 1,500,000 1,600,000 Unreserved 23,608,947 19,751,647 19,754,647 ENDING FUND BALANCE $ 25,108,947 $_ 21251 647 $ 21,254,647 EXHIBIT "A" DEBT SERVICE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Property taxes $ 12,951,803 $ 12,276,000 $ 13,079,000 Other 1,426,872 1,319,500 1,408,800 TOTAL REVENUES 14,378,675 13,595,500 14,487,800 EXPENDITURES Principal and interest 14,088,433 13,820,800 14,567,800 Service charges 5,168 3,400 8,000 Other operating expenses - 27,500 5,000 TOTAL EXPENDITURES 14,093,601 13,851,700 14,580,800 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 285,074 (256,200) (93,000) BEGINNING FUND BALANCE 2,270,220 2,555,294 2,299,094 ENDING FUND BALANCE $ 2,555,294 $ 2,2991094 $ 21206,094 WATER UTILITIES FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Water sales $ 23,058,035 $ 24,935,000 $ 27,080,400 Sewer charges 5,680,142 6,180,000 6,612,600 Other 2,483,910 2,252,100 1,997,000 TOTAL REVENUES 31,222,087 33,367,100 35,690,000 EXPENDITURES Wages 5,825,198 6,142,100 6,507,900 Benefits 2,856,876 2,985,500 3,242,000 Operating expenditures 999,362 1,145,900 1,204,000 Repair and maintenance 3,338,508 3,539,700 3,928,900 Utilities 2,155,787 2,238,700 2,488,900 Contract services 669,577 600,900 1,044,600 Equipment purchases 34,205 - 14,000 Capital expenditures 1,729,306 3,091,900 2,593,600 Debt service 8,860,314 9,161,700 10,344,200 Payment In lieu of taxes 5,630,000 5,630,000 5,630,000 Transfers to other funds 250,000 270,000 270,000 TOTAL EXPENDITURES 32,349,133 34,806,400 37,268,100 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES (1,127,046) (1,439,300) (1,578,100) BEGINNING FUND BALANCE 10,650,201 9,523,155 8,083,855 Unreserved 9,523,155 8,083,856 6,605,755 ENDING FUND BALANCE $ 91523,156 $ 8 083 855 $ 6,505 755 SOLID WASTE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009.. REVENUES Residential collections $ 5,507,013 $ 5,860,000 $ 5,800,000 Landfill fees 3,076,185 3,200,000 2,600,000 Proceeds from sale of assets - 90,000 1,500 Other 123,146 87,300 92,000 TOTAL REVENUES 8,706,344 9,237,300 8,493,500 EXPENDITURES Wages 1,850,762 2,008,700 2,054,800 Benefits 983,608 1,051,100 1,129,200 Operating expenditures 776,054 1,347,200 1,448,600 Repair and maintenance 1,926,967 2,032,000 2,026,200 Utilities 34,084 32,100 32,000 Contract services 130,758 213,800 224,200 Equipment purchases - 11,500 8,200 Capital expenditures 570,332 1,062,300 346,500 Debt service 670,657 619,700 185,700 Payment in lieu of taxes 1,306,000 1,306,000 1,306,000 Transfers to other funds 75,000 85,000 85,000 TOTAL EXPENDITURES 8,324,222 9,769,400 8,846,400 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 382,122 . (532,1.00 (352,900) BEGINNING FUND BALANCE 2,600,346 2,982,468 2,450,368 Unreserved 2,982,468 2,450,368 2,097,468 ENDING FUND BALANCE $ 299S,468, $ 12,450,368 $ 2,097,468. HOTEL OCCUPANCY TAX FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Gross receipts taxes $ 2,463,560 $ 2,700,000 $ 2,500,000 Other 196,966 93,000 56,300 TOTAL REVENUES 2,660,526 2,793,000 2,556,300 EXPENDITURES Convention and Visitors Bureau 1,437,380 1,696,700 1,735,800 Designated programs 295,000 310,000 452,000 Payment in lieu of taxes - - 100,000 Transfers to other funds 645,700 645,700 735,700 TOTAL EXPENDITURES 2,378,080 2,652,400 , 3,023,500 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 282,446 140,600 (467,200) BEGINNING FUND BALANCE 714,964 997,410 1,138,010 Unreserved 997,410 1,138,010 670,810 ENDING BALANCE $ 997,410 $,1 8,010 $ 670,810 Convention&Tourism Personnel FY 2007 FY 2008 FY 2 � Exempt 8 8 8 Clerical 1 1 1 9 9 9 HENRY HOMBERG GOLF COURSE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Charges for services $ 432,523 $ 442,000 $ 495,000 Other 44,201 39,700 39,700 TOTAL REVENUES 476,724 481,700 534,700 EXPENDITURES Wages 170,078 205,500 202,000 Benefits 54,805 62,100 63,600 Operating expenditures 52,744 64,500 70,600 Repair and maintenance 26,795 51,600 54,800 Utilities 14,236 19,100 20,300 Contract services 18,202 15,100 16,600 Capital expenditures - 54,400 58,600 Debt service 75,644 75,700 75,700 TOTAL EXPENDITURES 412,504 548,000 562,200 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 64,220 (66,300) (27,500) BEGINNING FUND BALANCE 53,390 117,610 51,310 Unreserved 117,610 51,310 23,810 ENDING FUND BALANCE $ 117,610 $ 51,310 $ 23,810 MUNICIPAL.TRANSIT FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Service charges $ 612,131 $ 630,060 $ 715,000 Intergovernmental revenues 3,335,057 2,975,300 8,400,000 Other 1,406,304 2,025,000 2,130,800 TOTAL REVENUES 5,353,492 5,630,300 11,245,800 EXPENDITURES Contract services 4,208,600 4,600,000 4,714,500 Capital outlay 1,312,494 1,014,800 6,200,000 TOTAL EXPENDITURES 5,521,094 5,814,800 10,914,500 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES (167,602) (184,500) 331,300 BEGINNING FUND BALANCE 383,702 216,100 31,600 Unreserved 216,100 31,600 362,900 ENDING FUND BALANCE $ 216100 $ 31,600 $ 362,900 OTHER FUNDS STATEMENT OF REVENUES AND EXPENDITURES Estimated Balance FY 2009 Balance 10/01/08 Relrenues Approp. 09/30109 Municipal Airport $ 29,800 $ 153,700 $ 183,500 $ - Toms Motor Carrier Violations 32,600 40,900 73,500 - Municipal Court Security Fee 15,481 70,700 88,181 Municipal Court Technology 438,000 97,000 535,000 Municipal Court Juvenile Case Manager 14,502 48,000 62,502 - Rita Recovery 25,400 1,643,200 1,888,600 - Library Grants - 10,300 10,300 - Confiepated Goods 265,9$7 24,600 290,537 - Julie Rogers Theatre Endowment 120,700 4,000 24,700 100,000 (1} Tyrrell Historical Library 162,263 4,000 166,263 - Expendable Trust 224,800 14,000 238,800 - Library Trust 144,600 5,000 149,600 - Library Endowment 875,500 30,000 130,600 774,900 (1) Historical Fire Museum 850 10,000 10,850 - TOTAL. $_ 2.350,433 $_ 2.155.400 $ 3.630.933 $ 874.900 (1) Unexpend"endowment CAPITAL RESERVE FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Fleet rental $ 1,128,400 $ 1,249,300 $ 1,967,700 Other 4,730,824 7,371,000 24355.100 TOTAL REVENUES 5,859,224 8,620,300 4,322,800 EXPENDITURES Improvements 334,575 2,935,000 5,439,000 Equipment 719,178 1,533,300 1,434,900 Vehicles 2,309,308 3,327,700 2,650,400 Debt service 895,312 752,600 350,500 Transfers out 24,990 - - TOTAL EXPENDITURES 4,283,363 8,548,600 9,874,800 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 1,575,861 T 71,700 (5,552,000) BEGINNING FUND BALANCE 4,882,319 6,458,180 6,529,880 Unreserved 6,458,180 6,52%880 977,880 ENDING FUND BALANCE $ 6,458,180 $ 6 529 880 $ 977,880 FLEET MANAGEMENT FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES User fees $ 6,743,228 7,825,400 8,141,900 Other 1,524 313,200 500 TOTAL REVENUES 6,744,752 8,138,600 8,142,400 EXPENDITURES Wages 1,065,595 1,215,500 1,406,800 Benefits 532,304 556,300 685,600 Operating expenditures 1,932,211 2,660,900 3,465,200 Repair and maintenance 2,189,124 2,190,000 2,334,100 Utilities 48,869 52,000 57,500 Contract services 907,737 739,900 691,200 Equipment purchases 21,160 40,200 32;700 TOTAL EXPENDITURES 6,697,000 7,454,800 8,673,100 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 47,752 683,800 (530,700) BEGINNING FUND BALANCE 511,186 558,938 1242,738 Reserved for inventory - - - Unreserved 558,938 1,242,738 712,038 ENDING FUND BALANCE $ 558 938 1 242 738 12,0 EMPLOYEE BENEFITS FUND STATEMENT OF REVENUES AND EXPENDITURES Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Service charges $ 12,332,899 $ 13,086,000 $ 14,038,500 Employee contributions 2,423,501 2,630,000 2,704,000 Other 278,504 436,500 430,000 TOTALREVENUES 15,034,904 16,152,500 17,172,500 EXPENDITURES Health Preferred Provider Organization 6,034,8$9 6,550,000 7,605,200 Health Maintenance Organization 4,143,730 4,182,000 4,645,000 Health prescriptions 2,104,045 2,350,000 2,500,000 Dental 680,289 731,000 880,300 Other benefits 169,859 167,000 187,200 Total 13,132,762 13,980,000 15,817,700 Worker's Compensation Third party administration 62,400 62,400 65,600 Claims paid 956,382 1,385,000 1,000,000 Excess insurance 79,500 82,700 99,300 Safety management 168,251 183,900 197,200 Total 1,266,533 1,714,000 1,362,100 General Unemployment 22,390 105,000 100,000 Short-term disability 505,447 350,000 425,000 Total 527,846 455,000 525,00 TOTAL EXPENDITURES 14,927,141 16,149,000 17,704,800 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 1071763 3,500 (532,300) BEGINNING FUND BALANCE 4,060,927 .4,168,690 4,172,190 Unreserved 4,168,690 4,172,190 3,639,890 ENDING FUND BALANCE $ 4A168.690 $ 4172190 $ 3 639 890 GENERAL LIABILITY FUND STATEMENT OF REVENUES AND EXPENDITURES ; Actual Estimated Budget FY 2007 FY 2008 FY 2009 REVENUES Transfers in $ 775,000 $ 825,000 $ 725,000 Other 62,559 50,000 50,000 TOTAL REVENUES 837,559 875,000 775,000 EXPENDITURES Professional services 9,331 100,000 100,000 Claims paid 536,610 815,800 840,000 Other insurance 4,136 4,200 4,500 TOTAL EXPENDITURES 550,077- 920,000 944,500 EXCESS(DEFICIT)REVENUES OVER EXPENDITURES 287,482 (45,000) (169,500 BEGINNING FUND BALANCE 1,001,109 1,288,591 1,243,591 Reserved for unpaid claims - - - Unreserved 1,288,591 1,243,591 1,074,091 ENDING FUND BALANCE $ $ 1,243,591 $ 1,074,091