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HomeMy WebLinkAboutChanges to Proposed Budget 1ec4cJ24 , H HV 1 I Ittll7HtiIHFt-1 �2 s\I til .01 \ FU'3u June 2, 2016 To: Honorable Mayor and Members of the City Council From: Jill R. Ingram, City Manager Re: Fiscal Year 2016-2017 Budget Message I am pleased to present the proposed annual budget for Fiscal Year 2016-2017 for the City of Seal Beach. The City's budget is balanced with General Fund operating revenues exceeding operating expenditures by $17,300 for Fiscal Year 2016-2017. The revenue budget has been prepared using the projected revenues for the last three fiscal years as a base. The base has been adjusted for known one-time events and then projected to increase or decrease based upon expected trends. The personnel services portion of the Fiscal Year 2016-2017 expenditure budget has been prepared by projecting wages and salaries by position at current levels and adjusted in consideration of existing labor contracts with a 2.0% CPI and merit increases for the Executive, Mid-Management, SBSPA, OCEA, POA, and PMA. The maintenance and operations, and capital outlay/improvements portions of the Fiscal Year 2016-2017 expenditure budget have been prepared by using historical data to estimate costs, in addition to including estimates for new programs and projects. Fiscal Year 2016-2017 expenditures include amounts estimated for the previous year and incorporates known significant changes, such as increases in contract costs, where applicable. To better illustrate trends and changes, in virtually every section of the budget document, you will see a column indicating FY 2014-2015 actual operating results, followed by both the amended budget and estimated FY 2015-2016 year end amounts. The final column is the FY 2016-2017 proposed budget amounts. The program descriptions in each section of the budget generally include the mission statement, primary activities, and objectives of each respective program. In addition, the program explanations provide detailed information about each of the budget line items to help the reader understand what constituents are receiving for their money, as well as, to assist City staff in charging items to the appropriate budget line item. It is crucial that the City continue to stay the course and maintain the present package of core services for our residents, businesses, and visitors, and protect all essential municipal services that contribute to the high quality of life in Seal Beach. As previously mentioned, the proposed budget is balanced and provides for the continuation of municipal services to residents, during a continued slow economic recovery, without the reduction in programs or services. The following is a list of key features provided in the Fiscal Year 2016-2017 budget: • To assist with fiscal management, the proposed budget offers a clear presentation of what is proposed to be funded, including funding sources and amounts. • To ensure that the "big picture" is understandable, the summary pages provide a snapshot of the City's finances for general fund revenues of $29.9 million and expenditures of$29.9 million, excluding capital projects for FY 2016-2017 of$8.4 million. The General Fund balance is projected to be $27.7 million at June 30, 2016. This amount includes reserves and assigned fund balances of $16.7 million, leaving an unassigned fund balance of$11.0 million. • To ensure that the "details" are understandable, the budget is organized by , operational departments; city attorney, city clerk, city manager, city council, community services, community development, finance, fire, human resources, marine safety, police, and public works. General Fund Budget Highlights The General Fund budget presented includes operating expenditures of $38.3 million and capital project expenditures of $8.4 million (includes a transfer to Tidelands of $2,680,000). The capital project expenditures are to be funded out of General Fund reserves with the exception of $50,000 for two projects: $30,000 City-wide Court Rehabilitation; and $20,000 for the Street Tree Planting Program. The revenues projected for the next year are conservatively estimated to reflect the current state of the economy. Total General Fund revenues are estimated at $29.9 million for Fiscal Year 2016-2017, with a $.3 million increase from the estimated FY 2015-2016 revenues. In Fiscal Year 2016-2017, the projected revenue increase is primarily due to improvements in property tax, transient occupancy tax, and licenses and permits. General Fund expenditures in the FY 2016-2017 budget are estimated to be $38.3 million. This amount includes transfers for capital projects in the amount of $8.4 million 2 for Fiscal Year 2016-2017. The current General Fund reserves are projected to be approximately $11.5 million at the end of Fiscal Year 2016-2017. Capital Improvement Plan The Capital Improvement Plan (CIP) is included as part of the proposed budget. This program identifies specific projects that are planned for construction in the City. Improvements to the water, sewer, buildings, streets, and other facilities are discussed in the CIP. During Fiscal Year 2016-2017, the Public Works department is expected to spend approximately $24.8 million. Of the $24.8 million, $12.8 million is being carried over from the FY 2015-2016 adopted budget and will be funded with reserves of fund balance. The CIP being funded out of the General Fund is $8.4 million (includes a transfer to Tidelands of$2.7 million), with $5.7 million funded out of reserves. Acknowledgment likwy The Executive Management Team of the City deserves special recognition for their diligent efforts in developing realistic revenue and expenditure projections that continue to meet the needs of the community. The City extends a special thank you to the staff in the Finance Department for their commitment in completing the budget while simultaneously managing a growing number of significant projects. Their leadership, dedication, long hours, and necessary teamwork required to bring this budget to completion is greatly appreciated. Conclusion In summary, the budget incorporates funding recommendations from the professional City staff that are responsive to the City Council's core priority of providing, and preserving, quality services to the residents of Seal Beach. The budget has been prepared with the City Council's fiscal policies in mind and is based upon Federal, State, and City Council mandates. In that regard, we continue to be prudent and conservative in our approach to budgeting. We are strongly committed to our community and make every effort to achieve operational efficiencies and cost reductions without impacting quality of life. In 3 doing so we believe that our residents will continue to receive the same level of quality services they have come to expect. `,00 The staff and I welcome comments from both the City Council and the community on the spending plans for Fiscal Year 2016-2017. Respectfully submitted, ti - R. Jill R. Ingram City Manager 4 City of Seal Beach Organizational Chart CITIZENS OF SEAL BEACH MAYOR AND CITY COUNCIL CITY MANAGER Exercise Administrative Control Over All Departments Agenda Preparation Administrative Policies City Council Support Computer Network Administration Intergovernmental Relations Special Studies/Projects CITY ATTORNEY Policy Analysis Represents City in all legal matters Risk Management I FINANCE HUMAN RESOURCES Financial Services/Reporting Personnel Recruitment Business Tax Employee Benefits NOW Utility Billing/Cashiering Classification/Compensation Budget/Audit/Grants Accounts Payable/Payroll Debt Administration PUBLIC WORKS Treasury/Investments Engineering Successor Agency Administration Fleet Maintenance Beach Maintenance Water/Sewer Maintenance COMMUNITY Capital Projects DEVELOPMENT Storm Drains Planning Building Maintenance Building/Code Enforcement Street Maintenance Development Review Traffic and Transportation Community Development Block Grant Land Use and Coastal Issues General Plan and Code I I _ MARINE SAFETY COMMUNITY SERVICES Beach/Pool Safety Youth/Adult Class Activity Jr.Lifeguard Program Special Event Permitting Sports League/Events I POLICE SERVICES FIRE SERVICES CITY CLERK Traffic/Patrol/Detective Services Orange County Fire Authority Records Management Parking Control Election Management Detention Center 5 .` 1 / 11 1 1 1 1 1 1 1 1 1 1 1 t a P... 0" Ip III''` q -woo NOGG r N 0 0 566 ' 10 0 1 0 000 00000 { 1 !• r O O = N o � O a g 1 t l O No O 1 ' 0 t 1 1 am ` v c = w t. tom X100 O 0 0 10100 0 0 0100 MO a N N 6- �- r t , e- 1 r - - N 6- 6- t0 6- N r... .1 O O 000 O O O 66066060 ' 6m � O O 0 00010 .- 00 O 0001010 wow , g ..... 10 w N. 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I il 31 GO c !" p V o 1 1 8. 84 V Es A .- , , co m LL t . o w- $ F C 0 Q w en rj ; o MWW o ' , 3 gl 8 C 8 w 1 1 1 1 1 1 1 . w G gEta0001 o 4 i W , tl1• �0 NCC �- � � � N a ir : 0 '- it aN g s m C i, r m a E w ; C ` w O co 2 ., , t- 0 E - E v 2 H III # Z e J . E . mmmv C C C mE C ' a V a co <2222 W Z i 3 O 'i ~ O i I V N1 25 � 4 $�,ZIFFPa Z . mMawmw s 0 a H WI+ 1� I� NN N 'C 4p44p ' R ti 8 $ $ 0 o 0 o ag $ p1 a 9 TEN YEAR FINANCIAL TREND I FY 2016-2017 City of Seal Beach Ten Year Financial Trend Indicators General Fund Operating Budget $34,000,000 $32,000,000 $30,000,000 1a 5 $28,000,000 � �`s • r r $26,000,000 $24,000,000 ♦ '' $22,000,000 $20,000,000 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 Population 26,500 26,000 ♦ _ t. _ 25,500 '.. 24,500.=,u- � r 23,500 �' 23,000 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 2015-16 2016-17 Assessed Valuations 6,000,000,000 5,000,000,000 o 'F_• 4,000,000,000 :; ♦<�, 3,000,000,000 t. a »e v a 2,000,000,000 r . 1,000,000,000 2005-06 2006-07 2007-08 2008-09 2009-10 2010-11 2011-12 2012-13 2013-14 2014-15 10 w.. TEN - YEAR FINANCIAL TREND I FY 2016-2017 City of Seal Beach Ten Year Financial Trend Indicators General Fund General Total Fiscal Operating Fund *Total Budget Year Population Budget Per Capita City Budget Per Capita 2007-08 25,962 $ 24,121,346 $ 929 $ 73,510,238 $ 2,831 2008-09 25,986 24,932,592 959 50,274,553 1,935 2009-10 25,913 24,503,600 946 85,353,300 3,294 2010-11 26,010 28,187,300 1,084 60,049,440 2,309 2011-12 24,215 26,030,600 1,075 60,662,300 2,505 2012-13 24,354 27,643,485 1,135 62,090,223 2,549 2013-14 24,487 32,652,000 1,333 63,462,440 2,592 2014-15 24,591 31,892,100 1,297 64,975,800 2,642 2015-16 24,684 29,831,800 1,209 74,030,000 2,999 2016-17 25,078 29,899,500 1,192 86,013,200 3,430 slew * Includes Adopted Operating, Capital Improvement and Debt for all funds of the City. Source(Population): Department of Finance 11 Is /a SEAL 46N\ fey , =1,-,,.....:1,.-z.- tip : MI ••1•1111INNINIIIINIMY W' miwwwwwww•MENNOMM / 4 ,,ql/F N�p'•'.► QR,, THIS PAGE INTENTIONALLY LEFT BLANK 12 Summary of Revenues and Expenditures All Funds Projected Summary of Revenues and Transfers In FY 2016-2017-$64,110,200 18% •General Fund - $29,916,800 I Special Revenue Funds - $13,348,100 12%op •Successor Agency Funds- $1,761,800 •Proprietary Funds - $7,487,000 3% 46% ®Capital Projects Fund - $11,596,500 21% Projected Summary of Expenditures and Transfers Out FY 2016-2017-$86,013,200 14% •General Fund - $38,252,400 I Special Revenue Funds - $13,414,000 •Successor Agency Funds- $1,230,300 25% IN Proprietary Funds - $21,520,000 1% ill Capital Projects Fund- $11,596,500 16% 13 City of Seal Beach IS Summary of Revenues and Transfers In All Funds 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Projected Description Actual Budget Estimated Budget Total General Fund $ 29,106,232 $ 29,880,000 $ 29,650,600 $ 29,916,800 Special Revenue Funds 002 Street Lighting Assessment District $ 182,195 $ 194,500 $ 194,500 $ 185,100 004 Special Project 330,886 83,000 122,300 100,500 009 Supplemental Law Enforcement 116,179 100,300 110,500 100,300 010 Detention Facility 10,953 10,000 10,100 10,000 011 Asset Forfeiture-State 27 - 1,600 - 012 Air Quality Improvement 30,531 30,000 30,000 30,000 013 Asset Forfeiture-Federal - 300,000 75,000 150,000 016 Park Improvement 20,267 200 10,600 300 027 Pension Obligation Debt Service 1,141,248 1,177,900 1,181,400 1,221,700 028 Fire Station Debt Service 565,982 579,700 550,500 535,000 034 Tidelands Beach 2,596,409 3,130,100 2,105,400 5,631,000 040 State Gas Tax 750,140 572,700 577,000 649,500 042 Measure M2 402,071 453,800 458,000 456,000 048 Parking In-lieu 11,500 - 30,000 - 049 Traffic Impact 8,020 3,800 9,400 219,500 050 Seal Beach Cable 117,180 92,000 92,000 92,000 072 Community Development Block Grant 180,000 180,000 182,409 180,000 075 Police Grants 85,298 318,000 319,500 10,000 077 Prop 1B 318,000 - - - 080 Citywide Grants 478,633 1,636,700 1,086,700 2,861,000 101 Ad 94-1 Redemption Fund 101 16,609 151,600 5,840 - 201 CFD 2002-02 SBB/Lampson Landscape 164,772 142,700 179,500 142,700 202 CFD 2002-01 Heron Pointe 288,497 204,000 135,200 - 203 CFD Pacific Gateway Bonds 563,789 500,200 332,900 - 204 CFD Heron Pointe Admin Exp 25,471 25,300 25,400 - 205 CFD No.2005-01 Pacific Gateway 74,988 76,200 65,300 - 206 CFD Heron Pointe Refunding 2015 - - 106,000 244,900 207 CFD Pacific Gateway Refunding 2016 - - 230,800 478,600 208 CFD Heron Pointe 2015 Admin Exp - - - 25,000 209 CFD Pacific Gateway 2016 Lnd/Admin - - 213,384 25,000 Total Special Revenues Funds $ 8,479,645 $ 9,962,700 $ 8,441,233 $ 13,348,100 Capital Projects $ 4,577,487 $ 10,574,897 $ 2,289,397 $ 11,596,500 Proprietary Funds 017 Water Operations $ 3,216,901 $ 3,419,600 $ 3,450,100 $ 3,303,700 019 Water Capital 1,550,053 1,401,600 1,438,100 1,410,000 021 Vehicle Replacement 324,052 310,000 310,000 310,000 043 Sewer Operations 765,064 735,300 740,000 735,300 044 Sewer Capital 2,044,705 1,722,800 1,770,000 1,728,000 Total Enterprise Funds $ 7,900,775 $ 7,589,300 $ 7,708,200 $ 7,487,000 Successor Agency Funds 300 Retirement Fund Riverfront $ - $ - $ - $ - 302 Retirement Fund Debt Service 719,204 775,400 775,400 767,300 303 Retirement Fund Tax Increment - - - - 304 Retirement Obligation Fund 1,084,285 1,314,000 1,202,700 994,500 Total Successor Agency $ 1,803,489 $ 2,089,400 $ 1,978,100 $ 1,761,800 Total Revenues All Funds $ 51,867,628 $ 60,096,297 $ 50,067,530 $ 64,110,200 14 Summary of Expenditures and Transfers Out All Funds 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Description Actual Budget Estimated Budget General Fund-001 Total General Fund $ 31,509,884 $ 37,627,323 $ 30,932,201 $ 38,252,400 Special Expenditure Funds 002 Street Lighting Assessment District $ 182,195 $ 194,500 $ 194,500 $ 185,100 004 Special Projects 119,982 142,992 312,700 100,000 009 Supplemental Law Enforcement Srvc 111,379 121,200 118,200 116,200 010 Detention Center 3,366 15,000 5,500 15,000 011 Asset Forfeiture(State) - 4,800 - 4,800 012 Air Quality Improvement 30,423 30,000 30,000 30,000 013 Asset Forfeiture(Federal) 67,115 304,000 142,800 124,300 016 Park Improvement - 10,000 - - 027 Pension Obligation Bond 1,137,298 1,177,900 1,177,900 1,221,700 028 Fire Station Bond 566,018 579,700 579,700 535,000 034 Tidelands Beach 2,508,522 3,300,228 2,109,200 5,631,000 040 Gas Tax 801,876 1,002,000 402,000 1,132,000 042 Measure M2 417,378 575,000 500,000 1,050,000 048 Parking In-Lieu (3,142) - - - 049 Traffic Impact - 350,000 210,000 312,000 050 Seal Beach Cable 91,565 300,000 81,000 294,000 070 Roberti-Z'Berg-Harris - - - - 072 Community Development Block Grant 180,000 180,000 180,000 180,000 073 Grants - - - - 075 Police Grants 92,404 293,300 87,100 179,000 077 Prop 1B - - - - 080 Citywide Grants 1,033,047 743,000 - 974,000 101 AD 94-1 Rdmtn F 135,848 137,900 136,500 - 'I Now 201 CFD Landscape 617,669 168,000 168,000 191,200 202 CFD Heron Pointe 234,760 347,200 593,427 - 203 CFD Pacific Gateway 560,114 716,400 1,155,197 - 204 Heron Pointe CFD Admin 19,065 19,000 85,046 - 205 CFD Pacific Gateway/Landscape Admin 62,136 293,700 297,084 - 206 CFD Heron Pointe - - - 294,000 207 CFD Pacific Gateway 2016 - - - 587,400 208 Heron Pointe CFD Admin - - - 19,000 209 CFD Pacific Gateway/Landscape Admin - - - 238,300 Total Special Expenditure Funds $ 8,969,019 $ 11,005,820 $ 8,565,854 $ 13,414,000 045 Capital Project Fund $ 4,649,480 $ 10,574,897 $ 2,289,397 $ 11,596,500 Proprietary Funds 017 Water Operations $ 3,861,127 $ 4,522,200 $ 4,120,800 $ 4,624,200 019 Water Capital 643,257 5,236,110 997,600 12,337,600 021 Vehicle Replacement 199,229 815,400 615,400 1,226,000 043 Sewer Operations 872,499 1,023,750 893,300 1,213,100 044 Sewer Capital 842,727 2,969,865 1,582,500 2,119,100 Total Proprietary Funds $ 6,418,840 $ 14,567,325 $ 8,209,600 $ 21,520,000 Successor Agency of Redevelopment Agency Funds 300 Retirement Fund-Riverfront $ 698,165 $ - $ - $ - 302 Retirement Fund-Debt Service Fund 195,832 230,400 230,400 192,300 304 Retirement Obligation Fund 1,180,196 1,317,100 859,382 1,038,000 Total Successor Agency of RDA Funds $ 2,074,193 $ 1,547,500 $ 1,089,782 $ 1,230,300 Total Expenditures All Funds $ 53,621,416 $ 75,322,865 $ 51,086,834 $ 86,013,200 15 OPERATING TRANSFERS I FY 2016-2017 Account Transfer Transfer Fund Name Number In Out Purpose Capital Improvement Project 045-000-31500 11,596,500 Capital Projects General 001-080-47000 5,672,900 Various CIP projects Tidelands 034-863-47000 2,680,000 Various CIP projects Gas Tax 040-090-47000 730,000 Various CIP projects Measure M2 042-099-47000 1,050,000 Various CIP projects Traffic Impact 049-333-47000 140,000 ST1207 SB Comprehensive Prk Mgm Seal Beach Cable 050-019-47000 219,000 BG1402 SBTV3 Control Room Citywide Grants 080-361-47000 974,000 Various CIP projects CFD Landscape 209-450-47000 130,600 ST1509 Wesminster Median Improv. TOTAL: 11,596,500 11,596,500 General 001-000-31502 622,000 Overhead and Admin Costs Gas Tax 040-090-47002 400,000 Overhead for street maintenance Traffic Impact AB1600 049-333-47002 172,000 Senior Bus and Long Beach Transit CFD#2002-02 201-450-47002 13,000 Admin costs transfer to GF 001 CFD#2002-01 Heron Pointe 208-460-47002 11,000 Admin costs transfer to GF 001 CFD#2005-01 Pacific Tax B 209-470-47002 15,000 Admin costs transfer to GF 001 CFD#2005-01 Pacific Tax A 209-480-47002 11,000 Admin costs transfer to GF 001 TOTAL: 622,000 622,000 General 001-000-31662 324,500 Overhead Water 017-900-44050 324,500 Overhead transfer to GF 001 TOTAL: 324,500 324,500 General 001-000-31660 54,000 Overhead Sewer 043-925-44050 54,000 Overhead transfer to GF 001 TOTAL: 54,000 54,000 General 001-080-47000 2,680,000 Tidelands Transfer In-CIP 034-000-31500 2,680,000 Tidelands CIP TOTAL: 2,680,000 2,680,000 General 001-080-47002 2,746,200 Street Lighting District 002-000-31502 42,700 Street Lighting District Pension Obligation Bond 027-000-31502 1,221,700 Pension Obligation Bond Fire Station Bond D/S 028-000-31502 535,000 Fire Station Bond Tidelands Transfer In-Operation 034-000-31502 946,800 Tidelands TOTAL: 2,746,200 2,746,200 Vehicle Replacement 021-000-31502 310,000 Vehicle Replacement General 001-080-47010 310,000 General Fund TOTAL: 310,000 310,000 Retirement Fund-Debt Service 302-000-31502 767,300 SA Debt Service Retirement Obligation 304-081-47002 767,300 Transfer to 302 for debt service pmt TOTAL: 767,300 767,300 Tidelands 034-000-31502 737,000 Vehicle Replacement Transfer Out 021-980-47002 737,000 Transfer to 034 vehicles purchase TOTAL: 737,000 737,000 SUMMARY GENERAL FUND TOTAL TRANSFERS: Transfer In: 001-000-31502 622,000 Overhead and Admin Costs 001-000-31660 54,000 Overhead 001-000-31662 324,500 Overhead Transfer Out: 001-080-47000 5,672,900 Various CIP Projects 001-080-47002 42,700 Street Lighting District 001-080-47002 1,221,700 Pension Obligation Bond 001-080-47002 535,000 Fire Station Bond 001-080-47002 946,800 Tidelands 001-080-47010 310,000 Vehicle Replacement TOTAL GENERAL FUND TRANSFERS $ 1,000,500 $ 8,729,100 16 TOTAL SOURCES & USES AND FUND BALANCE I FY 2016-2017 7/1/2016 ESTIMATED ESTIMATED BEGINNING TRANSFERS TOTAL OPERATING TRANSFERS TOTAL ENDING FUND FUND BALANCE REVENUE IN SOURCES EXPENDITURE OUT USES BALANCE New GENERAL FUND General Fund $ 27,689,770 $28,916,300 $ 1,000,500 $ 57,606,570 $ 26,843,300 $11,409,100 $38,252,400 $ 19,354,170 SPECIAL REVENUE FUNDS Street Lighting District - 142,400 42,700 185,100 185,100 - 185,100 - Special Project 699,020 100,500 - 799,520 100,000 - 100,000 699,520 Supplemental Law Enforcement 22,013 100,300 - 122,313 116,200 - 116,200 6,113 Detention Facility 13,575 10,000 - 23,575 15,000 - 15,000 8,575 Asset Forfeiture 8,440 - - 8,440 4,800 - 4,800 3,640 Air Quality Improvement Program 8,012 30,000 - 38,012 30,000 - 30,000 8,012 Federal Asset Forfeiture (134,890) 150,000 - 15,110 124,300 - 124,300 (109,190) Park Improvement 59,041 300 - 59,341 - - 59,341 Pension Obligation D/S 99,307 - 1,221,700 1,321,007 1,221,700 - 1,221,700 99,307 Fire Station Debt Service 597,355 - 535,000 1,132,355 535,000 - 535,000 597,355 Tidelands - 1,267,200 4,363,800 5,631,000 2,951,000 2,680,000 5,631,000 - Gas Tax 892,700 649,500 - 1,542,200 2,000 1,130,000 1,132,000 410,200 Measure M2 823,952 456,000 - 1,279,952 - 1,050,000 1,050,000 229,952 Capital Project - - 11,596,500 11,596,500 11,596,500 - 11,596,500 - Parking In-lieu 167,021 - - 167,021 - - - 167,021 Traffic Impact AB1600 458,999 219,500 - 678,499 - 312,000 312,000 366,499 Seal Beach Cable 397,064 92,000 - 489,064 75,000 219,000 294,000 195,064 CDBG - 180,000 - 180,000 180,000 - 180,000 - Police Grants 177,073 10,000 - 187,073 179,000 - 179,000 8,073 Citywide Grants 679,276 2,861,000 - 3,540,276 - 974,000 974,000 2,566,276 Ad 94-1 Redemption - - - - - - - - CFD Landscape Maint2002-01 105,042 142,700 - 247,742 178,200 13,000 191,200 56,542 CFD Heron Pointe 2002-01 - - - - - - - - CFD Pacific Gateway Bonds - - - - - - - - CFD Heron Pointe Admn Exp - - - - - - - - CFD Pacific Gtewy Landscpe/Adm - - - - - - - - CFD Heron Pointe-Refund 2015 106,000 244,900 - 350,900 294,000 - 294,000 56,900 CFD Pacific Gtewy-Refund 2016 230,800 478,600 - 709,400 587,400 - 587,400 122,000 CFD Heron Pt-2015 Admn Exp - 25,000 - 25,000 8,000 11,000 19,000 6,000 CFD Pac.Gtewy-2016 Land/Admn 213,384 25,000 - 238,384 81,700 156,600 238,300 84 PROPRIETARY FUND Water Operations 3,326,126 3,303,700 - 6,629,826 4,299,700 324,500 4,624,200 2,005,626 Water Capital 20,573,754 1,410,000 - 21,983,754 12,337,600 - 12,337,600 9,646,154 Vehicle Replacement 2,500,105 - 310,000 2,810,105 489,000 737,000 1,226,000 1,584,105 Sewer Operations 906,638 735,300 - 1,641,938 1,159,100 54,000 1,213,100 428,838 Sewer Capital 21,919,111 1,728,000 - 23,647,111 2,119,100 - 2,119,100 21,528,011 SUCCESSOR AGENCY Retirement Fund-Riverfront 60,861 - - 60,861 - - - 60,861 Retirement Fund-Debt Service (2,421,134) - 767,300 (1,653,834) 192,300 - 192,300 (1,846,134) Retirement Obligation 43,500 994,500 - 1,038,000 270,700 767,300 1,038,000 - TOTAL ALL FUNDS $ 80,221,915 $44,272,700 $19,837,500 $144,332,115 $ 66,175,700 $19,837,500 $86,013,200 $ 58,318,915 Nitro 17 vie e 4 • _.r..`.... vemmili 1040 vs/smog samesmo NO ,N■eollii■ NI ClIk ql1F N1P THIS PAGE INTENTIONALLY LEFT BLANK 18 REVENUE SUMMARY BY FUND ( FY 2016-2017 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget GENERAL FUND-001 Taxes and Assessments: Property Tax 001-000-30001 Property Taxes Secured $ 6,268,317 $ 6,639,000 $ 6,732,200 $ 6,961,100 001-000-30002 Property Taxes Unsecured 243,645 239,500 239,500 240,000 001-000-30003 Homeowners Exemption 47,067 50,000 46,800 47,000 001-000-30004 Secured/Unsecured Prior Year 54,360 100,000 55,000 55,000 001-000-30005 Property Tax-Other 454,594 300,000 343,200 350,800 001-000-30006 Supplemental Tax Secure/Unsecure 180,689 141,100 150,000 150,000 001-000-30009 Prop.Tax-In Lieu VLF 2,342,404 2,236,000 2,450,000 2,500,000 001-000-30013 Property Tax Transfers 107,757 125,000 120,000 120,000 Total Property Tax $ 9,698,833 $ 9,830,600 $ 10,136,700 $ 10,423,900 Sales Tax 001-000-30016 Sales/Use Tax $ 3,111,094 $ 3,350,300 $ 3,991,000 $ 4,250,100 001-000-30017 Sales Tax"Back-Fill" 862,853 1,116,700 215,300 - 001-000-30023 Public Safety Sales Tax 272,132 270,000 270,000 270,000 Total Sales Tax $ 4,246,079 $ 4,737,000 $ 4,476,300 $ 4,520,100 Utility Users Tax 001-000-30015 Utility Users Tax $ 4,646,434 $ 4,900,000 $ 4,450,000 $ 4,500,000 Total Utility Users Tax $ 4,646,434 $ 4,900,000 $ 4,450,000 $ 4,500,000 Transient Occupancy Tax 001-000-30014 Transient Occupancy Tax $ 1,525,723 $ 1,252,500 $ 1,525,000 $ 1,550,000 Total Transient Occupancy Tax $ 1,525,723 $ 1,252,500 $ 1,525,000 $ 1,550,000 Slow Franchise Fees 001-000-30100 Electric Franchise Fees $ 278,048 $ 275,400 $ 282,000 $ 287,600 001-000-30110 Natural Gas Franchise Fees 50,102 50,000 40,100 50,000 001-000-30120 Pipeline Franchise Fees 147,169 180,000 150,000 150,000 001-000-30130 Cable TV Franchise Fees 481,499 510,500 500,000 500,000 001-000-30140 Refuse Franchise Fees 206,777 331,500 207,000 207,000 Total Franchise Fees $ 1,163,595 $ 1,347,400 $ 1,179,100 $ 1,194,600 Other Taxes 001-000-30011 Excise Tax $ 385 $ 500 $ 500 $ 500 001-000-30012 Barrel Tax 344,404 350,000 250,000 200,000 Total Other Taxes $ 344,789 $ 350,500 $ 250,500 $ 200,500 Total Taxes and Assessments $ 21,625,453 $ 22,418,000 $ 22,017,600 $ 22,389,100 Licenses and Permits: 001-000-30200 Animal License $ 28,761 $ 20,000 $ 20,400 $ 25,000 001-000-30210 Building Permits 310,162 280,000 300,000 300,000 001-000-30215 Business Licenses 548,649 561,000 550,000 561,100 001-000-30220 Contractor Licenses 162,284 125,000 160,000 160,000 001-000-30230 Electrical Permits 33,252 28,000 28,000 25,000 001-000-30235 Film Location Permits 1,620 5,000 5,000 5,000 001-000-30240 Oil Production Licenses 14,220 15,000 14,000 14,000 001-000-30245 Parking Permits 184,371 200,000 200,000 200,000 001-000-30250 Other Permits 15,560 14,000 25,000 20,000 001-000-30255 Plumbing Permits 20,758 18,000 23,000 20,000 001-000-30256 Issuance Permits 55,331 50,000 55,000 55,000 001-000-30270 Arbor Park Dog License 220 400 - - Total Licenses and Permits $ 1,375,188 $ 1,316,400 $ 1,380,400 $ 1,385,100 19 , $ REVENUE SUMMARY BY FUND I FY 2016-2017 NNW 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget Intergovernmental: 001-000-30500 Motor Vehicle In-lieu $ 10,659 $ 13,000 $ 10,000 $ 10,000 001-000-30841 Inmate Fee-Other Agency 2,615 5,000 3,000 3,000 001-000-30950 SB90 Mandates Reimb. 8,823 - - - 001-000-30975 Grant Reimbursement 6,977 - 38,100 - 001-000-30980 Other Agency Reimbursements 263,210 6,100 3,000 5,800 001-000-30981 POST Reimbursement 6,078 20,000 10,000 22,000 001-016-30990 Senior Bus Program-OCTA 71,880 65,000 65,000 65,000 Total Intergovernmental $ 370,242 $ 109,100 $ 129,100 $ 105,800 Charges for Services: 001-000-30430 Parking Meters $ 111,335 $ 100,000 $ 110,000 $ 110,000 001-000-30620 Rec./Lap Swim Passes 39,972 45,700 40,000 40,000 001-000-30630 Swimming Lessons 53,570 52,000 53,500 53,500 001-000-30640 Recreation Service Charges 2,483 4,000 2,500 2,500 001-000-30665 Swimming Pool Rentals 7,283 6,000 7,300 7,300 001-000-30670 Recreation Program Insurance 450 4,000 - - 001-000-30690 Recreation Cleaning Fees 7,214 8,000 8,000 8,000 001-000-30700 Reimb.For Miscellaneous Services 69,573 100,000 75,000 75,000 001-000-30800 Alarm Fees 34,682 40,000 35,000 35,000 001-000-30810 Election Fees 175 - - 200 001-000-30815 Inspection Fees - - 100 - 001-000-30820 Planning Fees 25,879 12,500 35,000 15,000 001-000-30825 Plan Check Fees 116,095 110,000 115,000 120,000 001-000-30835 Film Location Fees 3,350 - 8,500 4,000 001-000-30837 Transportation Permit Fees 3,872 2,500 2,500 2,500 001-000-30842 Inmate Self Pay 339,043 320,000 350,000 320,000 IS 001-000-30843 Booking Fees 6,002 5,000 5,000 6,000 001-000-30870 Traffic Impact Fees 433 5,000 500 29,700 001-000-30872 Environmental Fees - 2,000 - 2,000 001-000-30873 Engineering Inspection Fees 38,258 30,000 30,000 30,000 001-000-30900 Bus Shelter Advertising 46,803 69,200 50,000 50,000 001-000-30935 Retumed Check Fee 700 700 700 700 001-000-30945 Sale Printed Material 9,496 14,000 10,000 10,000 001-000-30946 Sale Printed Material-CIP only 5279 5,000 5,000 5,000 001-000-30955 Special Events 6,686 6,000 6,000 6,000 001-000-30961 Admin Fee-Constr/Demo 18,684 20,000 15,000 20,000 001-000-30992 Charging Station Revenues 2,278 2,000 2,500 2,200 001-016-30993 Senior Nutrition Transportation 6,168 8,700 8,700 8,700 001-016-30994 Senior Transport-Thurs.Shop 20,487 18,000 18,000 18,000 001-022-30701 Subpoena Fees 1,650 - - - 001-023-30946 Traffic Report-electronic 4,510 5,000 5,000 5,000 001-030-30313 Plan Check Code Compliance - - 15,000 15,000 001-030-30314 Plan Check Energy Code Compliance - - 15,000 15,000 001-030-30316 Plan Review Soils and Geotechnical - - 1,500 1,500 001-031-30311 Administrative Citation 4,000 1,500 500 1,500 001-031-30874 Special Services Fee 10,580 7,000 10,000 10,000 001-042-30801 DPW Permit Application Fees 1,943 - 4,000 4,000 001-042-30815 Engineering Inspection Fee - - 500 500 001-042-30825 Engineering Plan Check - - 4,000 4,000 001-042-30873 Engineering Permit Fee - - 1,000 1,000 001-044-30720 Street Sweeping Svcs 44,921 54,000 45,000 45,000 001-049-30730 Tree Trimming Services 37,902 38,600 38,600 38,600 001-051-30740 Refuse Svcs 1,181,605 1,217,500 1,217,500 1,234,900 001-070-30703 Reimb.For Special Events - - 2,000 - 001-071-30641 Youth Sports - - - 1 1,400 001-071-30650 Sport Fees 17,898 19,000 19,000 19,000 IS 20 REVENUE SUMMARY BY FUND I FY 2016-2017 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget 001-072-30600 Recreation Facilities Rent 127,072 135,000 135,000 137,700 001-072-30610 Leisure Program Fees 280,023 350,000 350,000 331,600 001-074-30645 Tennis Center Services 208,369 289,000 289,000 294,900 001-074-30646 Pro Shop Sales 2,123 25,000 25,000 7,000 Total Charges for Services $ 2,898,846 $ 3,131,900 $ 3,171,400 $ 3,158,900 Fines and Forfeitures: 001-000-30310 Municipal Code Violations $ 1,379 $ 2,000 $ 2,000 $ 2,000 001-000-30315 Parking Citations 983,793 865,000 865,000 900,000 001-000-30325 Vehicle Code Violations 129,122 204,000 160,000 160,000 001-000-30963 Unclaimed Property 843 2,200 1,000 2,200 Total Fines and Forfeitures $ 1,115,137 $ 1,073,200 $ 1,028,000 $ 1,064,200 Use of Money and Property: 001-000-30420 Interest on Investments $ 188,398 $ 275,000 $ 275,000 $ 275,000 001-000-30421 Other interest income 11,098 - 10,000 - 001-000-30423 Unrealized Gain/Loss on Invest 45,848 - - - 001-000-30455 Rental of Property 96,540 105,000 35,000 30,000 001-000-30457 Rental of Telecomm.Property 288,618 265,800 290,000 290,000 001-043-30455 Rental of Property-Ironwood 28,500 36,000 36,000 36,000 Total Use of Money and Property $ 659,002 $ 681,800 $ 646,000 $ 631,000 Other Revenues: 001-000-30300 DUI Cost Recovery $ - $ 1,000 $ - $ - 001-000-30400 Commissions 52 - - - 001-000-30435 Fuel Royalties 21,493 54,000 50,000 20,000 001-000-30910 Cash Over/Short 83 - - - *,. 001-000-30920 Damaged Property 25,539 - - - 001-000-30940 Sale of Surplus Property 10,030 10,000 10,000 10,000 001-000-30960 Miscellaneous Revenue 19,624 60,000 85,000 50,000 001-000-30964 Unclaimed Refund Checks - - 2,000 - 001-000-30971 Settlement/Court Judgement - - 1,800 - 001-000-31660 Sewer Overhead 54,000 54,000 54,000 54,000 001-000-31662 Water Overhead 324,500 324,500 324,500 324,500 001-019-30977 Prior Year Revenues 69,300 - 71,300 82,100 001-021-30960 Miscellaneous Revenue 2,400 - 21,200 - 001-022-30300 DUI Cost Recovery - - 1,000 1,000 001-022-30701 Subpoena Fee - 1,000 2,000 1,000 001-023-30312 Citation Sign Off 80 100 200 100 001-023-30947 Vehicle Release 18,765 15,000 18,000 18,000 001-023-30977 Prior Year Revenues 9,839 - - - 001-050-30977 Prior Year Revenues 220 - - - 001-070-30962 Donation-5k/10k 9,000 - - - 001-073-30977 Prior Year Revenues - - 7,100 - 001-080-30977 Prior Year Revenues 75,781 - - - Total Other Revenues: $ 640,706 $ 519,600 $ 648,100 $ 560,700 Transfers: 001-000-31500 Transfers In From Other Funds $ 421,658 $ 630,000 $ 630,000 $ - 001-000-31502 Transfers In-Operations - - - 622,000 Total Transfers $ 421,658 $ 630,000 $ 630,000 $ 622,000 Total General Fund Revenues $ 29,106,232 $ 29,880,000 $ 29,650,600 $ 29,916,800 21 , REVENUE SUMMARY BY FUND I FY 2016-2017 IS 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget SPECIAL REVENUE FUNDS Street Lighting Assessment District-002: 002-000-30001 Property Taxes Secured $ 141,266 $ 143,000 $ 143,000 $ 141,700 002-000-30004 Secured/Unsecured Prior Year 427 1,000 500 500 002-000-30005 Property Tax Other 464 200 200 200 002-000-31500 Transfer In 40,038 50,300 50,800 - 002-000-31502 Transfer In-Operations - - - 42,700 Total Street Lighting $ 182,195 $ 194,500 $ 194,500 $ 185,100 Special Project-004: 004-211-39500 Salon Meritage $ 24,268 $ - $ - $ - 004-211-39501 Centennial 197,870 - - - 004-211-39502 State of the City 500 3,000 8,050 5,000 004-223-39501 BSCC Grant-PD - - 4,500 - 004-228-39500 5k/10k- Marine Safety 5,765 - - - 004-230-39500 Cottage Donations - - 7,750 - 004-231-39500 Plan Archival-Building 7,993 10,000 10,000 10,000 004-231-39501 General Plan- Building 49,249 40,000 48,000 45,000 004-231-39502 GIS-Building 35,515 30,000 35,000 35,000 004-231-39504 Technical Training - - 2,500 2,500 004-231-39505 Automation - - 3,000 3,000 004-244-39500 Benches-Pub.Works Yard 7,926 - 3,300 - 004-249-39500 Tree Replacement-Pub.Works Yarc - - 200 - 004-270-39500 Scholarship-Recreation 1,800 - - - Total Special Project $ 330,886 $ 83,000 $ 122,300 $ 100,500 Iasi Supplemental Law Enforcement Services-009: 009-000-30420 Interest On Investments $ 268 $ 300 $ 500 $ 300 009-000-30977 Prior Year Revenues 23,412 - - - 009-000-39075 Grant Reimbursement 92,499 100,000 110,000 100,000 Total Supplemental Law Enforcement $ 116,179 $ 100,300 $ 110,500 $ 100,300 Detention Facility-010: 010-000-30400 Commissary $ 10,847 $ 10,000 $ 10,000 $ 10,000 010-000-30960 Other Revenue 106 - 100 - Total Detention Facility $ 10,953 $ 10,000 $ 10,100 $ 10,000 Asset Forfeiture Fund(State)-011: 011-000-30420 Interest on Investments $ 27 $ - $ - $ - 011-000-30990 Asset Forfeiture - - 1,600 - Total Asset Forfeiture $ 27 $ - $ 1,600 $ - Air Quality Improvement Program-012: 012-000-30420 Interest on Investments $ 21 $ - $ - $ - 012-000-35000 AB2766 Revenues 30,510 30,000 30,000 30,000 Total Air Quality Improvement $ 30,531 $ 30,000 $ 30,000 $ 30,000 Asset Forfeiture Fund(Fed)-013: 013-000-30990 Asset Forfeiture $ - $ 300,000 $ 75,000 $ 150,000 Total Asset Forfeiture $ - $ 300,000 $ 75,000 $ 150,000 Park Improvement-016: 016-000-30420 Interest on Investments $ 267 $ 200 $ 600 $ 300 016-000-30865 Quimby Act Fees 20,000 - 10,000 - Total Park Improvement $ 20,267 $ 200 $ 10,600 $ 300 IIIIi 22 REVENUE SUMMARY BY FUND I FY 2016-2017 Nom- 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget Pension Obligation D/S-027: 027-000-31500 Transfer In $ 1,141,248 $ 1,177,900 $ 1,181,400 $ - 027-000-31502 Transfer In-Operations - - - 1,221,700 Total Pension Obligation $ 1,141,248 $ 1,177,900 $ 1,181,400 $ 1,221,700 Fire Station D/S-028: 028-000-31500 Transfer In $ 565,982 $ 579,700 $ 550,500 $ - 028-000-31502 Transfer In-Operations - - - 535,000 Total Fire Station $ 565,982 $ 579,700 $ 550,500 $ 535,000 Tidelands Beach-034: 034-000-30425 Off-Street Parking $ 604,064 $ 709,500 $ 715,000 $ 709,500 034-000-30630 Swimming Lessons 90 15,000 - - 034-000-30700 Reimb Miscellaneous Services 9,074 11,000 11,000 10,000 034-000-30835 Film Location Fees - - 300 - 034-000-30959 Adopt A Highway 6,250 - 3,100 - 034-000-30962 Donated Revenue - 4,600 - - 034-000-30980 Other Agency Revenue 97,339 100,000 100,000 100,000 034-000-31500 Transfer In-CIP 1,412,040 1,905,000 776,000 2,680,000 034-000-31502 Transfer In-Operations - - - 1,683,800 034-000-31600 Landing Fees 163,203 160,000 160,000 160,000 034-000-31700 Junior Lifeguard Fees 199,278 225,000 225,000 182,700 034-072-30610 Leisure Program Fees 65,581 - 75,000 65,000 034-863-30455 Rental of Property 39,490 - 40,000 40,000 ''rer Total Tidelands Beach $ 2,596,409 $ 3,130,100 $ 2,105,400 $ 5,631,000 Gas Tax-040: 040-000-30420 Interest on Investments $ 6,998 $ 3,500 $ 7,800 $ 6,000 040-000-32499 Gas Tax 2103 275,214 129,000 129,000 189,100 040-000-32500 Gas Tax 2105 154,181 148,600 148,600 154,200 040-000-32525 Gas Tax 2106 103,201 81,400 81,400 80,100 040-000-32530 Gas Tax 2107 198,546 204,200 204,200 214,100 040-000-32535 Gas Tax 2107.5 12,000 6,000 6,000 6,000 Total Gas Tax $ 750,140 $ 572,700 $ 577,000 $ 649,500 Measure M2-042: 042-000-30420 Interest on Investments $ 7,774 $ 3,800 $ 8,000 $ 6,000 042-000-33500 Local Fairshare 394,297 450,000 450,000 450,000 Total Measure M2 $ 402,071 $ 453,800 $ 458,000 $ 456,000 Parking-In-Lieu-048 048-000-30865 Parking-In-Lieu $ 11,500 $ - $ 30,000 $ - Total Parking In-Lieu $ 11,500 $ - $ 30,000 $ - Traffic Impact AB1600 049-000-30420 Interest on Investments $ 5,116 $ 3,800 $ 6,500 $ 6,000 049-000-30976 Traffic Impact Fees AB1600 2,904 - 2,900 213,500 Total Measure M2 $ 8,020 $ 3,800 $ 9,400 $ 219,500 Seal Beach Cable-50: 050-000-30131 PEG Fees Publ Access,Edu,Gov $ 115,836 $ 90,000 $ 90,000 $ 90,000 050-000-30420 Interest on Investments 1,344 2,000 2,000 $ 2,000 Total Seal Beach Cable $ 117,180 $ 92,000 $ 92,000 $ 92,000 Nur 23 ,, REVENUE SUMMARY BY FUND I FY 2016-2017 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget Community Development Block Grant(CDBG)-072: 072-000-30988 Other Agency Revenue $ 180,000 $ 180,000 $ 182,409 $ 180,000 Total CDBG $ 180,000 $ 180,000 $ 182,409 $ 180,000 Police Grants-075: 075-442-30975 Grant Reimb-BPV $ 801 $ 5,000 $ 6,500 $ 5,000 075-460-30975 Grant Reimb-DUI Checkpoint 32,700 - - - 075-466-30975 BSCC Grant 4,282 13,000 13,000 5,000 075-467-30975 DUI-38 13,352 - - - 075-470-30975 OTS Step Grant 34,163 80,000 80,000 - 075-471-30975 OTS 15/16 - 80,000 80,000 - 075-472-30975 Grant Reimb-DUI - 140,000 140,000 - Total Police Grants $ 85,298 $ 318,000 $ 319,500 $ 10,000 Prop 1B-077: 077-000-30980 Other Agency Revenue $ 318,000 $ - $ - $ - Total Prop 1B $ 318,000 $ - $ - $ - City Wide Grants-080: 080-361-30975 Grant Reimb-OCTA $ 6,404 $ 586,700 $ 586,700 $ 231,000 080-363-30975 Grant Reimb-ECP Tier 1 -OCTA - 50,000 - 30,000 080-364-30975 Grant Reimb-BC!-OCTA 472,229 1,000,000 500,000 2,600,000 Total City Wide Grants $ 478,633 $ 1,636,700 $ 1,086,700 $ 2,861,000 Ad 94-1 Redemption Fund -101: 101-000-30001 Property Taxes Secured $ 16,442 $ 150,000 $ 100 $ 101-000-30004 Secured/Unsecure Prior Year - 1,300 100 - 101-000-30005 Property Tax Other 167 300 100 - 101-000-30420 Interest on Investments - - 100 - 101-000-30960 Miscellaneous - - 5,440 - Total Ad 94-1 Redemption Fund $ 16,609 $ 151,600 $ 5,840 $ - CFD No.2002-02 SB Blvd/Lampson Landscape-201: 201-000-30001 Property Taxes Secured $ 161,583 $ 140,200 $ 177,000 $ 140,200 201-000-30420 Interest on Investments 3,189 2,500 2,500 $ 2,500 Total CFD SB Blvd/Lampson Landscape $ 164,772 $ 142,700 $ 179,500 $ 142,700 CFD No 2002-01 Heron Pointe-202: 202-000-30001 Property Taxes Secured $ 275,662 $ 200,000 $ 135,200 $ - 202-000-30004 Secured/Unsecured Prior Year 11,184 1,200 - - 202-000-30005 Property Tax Other 1,029 2,200 - - 202-000-30420 Interest on Investments 622 600 - - Total CFD Heron Points $ 288,497 $ 204,000 $ 135,200 $ - CFD Pacific Gateway Bonds-203: 203-000-30001 Secured Property Tax $ 563,453 $ 500,000 $ 332,700 $ - 203-000-30420 Interest on Investments 336 200 200 - Total Pacific Gateway Bonds $ 563,789 $ 500,200 $ 332,900 $ - CFD Heron Pointe Admin Expense-204: 204-000-30300 Administrative Expense Reimb $ 25,000 $ 25,000 $ 25,000 $ - 204-000-30420 Interest On Investments 471 300 400 - Total Heron Pointe Admin Expense $ 25,471 $ 25,300 $ 25,400 $ - 24 REVENUE SUMMARY BY FUND I FY 2016-2017 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget CFD No.2005-01 Pacific Gateway-205: 205-470-30001 Secured Property Tax $ 48,242 $ 50,000 $ 39,000 $ - 205-470-30420 Interest On Investments 1,746 1,200 1,300 - 205-480-30300 Administrative Expense Reimb 25,000 25,000 25,000 - Total Pacific Gateway $ 74,988 $ 76,200 $ 65,300 $ - CFD Heron Pointe Refunding 2015-206: 206-000-30001 Property Taxes Secured $ - $ - $ 102,000 $ 244,900 206-000-30004 Secured/Unsecured Prior Year - - 1,200 - 206-000-30005 Property Tax Other - - 2,200 - 206-000-30302 Cost of Issuance Reimb - - 600 - Total CFD Heron Pointe $ - $ - $ 106,000 $ 244,900 CFD Pacific Gateway Refunding 2016-207: 207-000-30001 Secured Property Tax $ - $ - $ 230,800 $ 478,600 Total Pacific Gateway Bonds $ - $ - $ 230,800 $ 478,600 CFD Heron Pointe 2015 Admin Expense-208: 208-000-30300 Administrative Expense Reimb $ - $ - $ - $ 25,000 Total Heron Pointe Admin Expense $ - $ - $ - $ 25,000 CFD Pacific Gateway 2016 Lnd/Admin-209: 209-480-30300 Administrative Expense Reimb $ - $ - $ 213,384 $ 25,000 Total Pacific Gateway $ - $ - $ 213,384 $ 25,000 PROPRIETARY FUNDS '4vis+' Water Operations-017: 017-000-30420 Interest on Investments $ 39,686 $ 31,000 $ 45,000 $ 31,000 017-000-30960 Miscellaneous Revenue 799 1,000 1,200 1,000 017-000-30964 Unclaimed refund checks 343 - - - 017-000-30977 Prior Year Revenues - - 15,000 - 017-000-34000 Water Revenue 1,961,610 2,077,400 2,077,400 2,000,000 017-000-35000 Residential Water 1,046,952 1,138,500 1,138,500 1,100,000 017-000-35020 Commercial Water 54,275 64,700 64,700 64,700 017-000-35500 Water Turn On Fee 7,306 6,000 6,000 6,000 017-000-35510 Late Charge 38,364 36,500 36,500 36,500 017-000-35520 Door Tag Fee 1,470 1,000 1,700 1,000 017-000-35530 Water Meters - - 600 - 017-000-35590 Fire Service 64,096 62,500 62,500 62,500 017-000-35591 Fire Water Flow Test 2,000 1,000 1,000 1,000 Total Water Operations $ 3,216,901 $ 3,419,600 $ 3,450,100 $ 3,303,700 Water Capital-019: 019-000-30420 Interest on Investments $ 28,039 $ 18,500 $ 45,000 $ 25,000 019-000-35042 Water Connection Fee 6,004 5,000 15,000 5,000 019-000-37000 Water Capital Charge 1,373,924 1,378,100 1,378,100 1,380,000 019-000-37000 Reimbursement 142,086 - - - Total Water Capital $ 1,550,053 $ 1,401,600 $ 1,438,100 $ 1,410,000 Vehicle Replacement-021: 021-000-30940 Sales of Surplus Property $ 14,052 $ - $ - $ - 021-000-31500 Transfer In 310,000 310,000 310,000 - 021-000-31502 Transfer In-Operations - - - 310,000 Total Vehicle Replacement $ 324,052 $ 310,000 $ 310,000 $ 310,000 Sewer Operations-043: 25 REVENUE SUMMARY BY FUND I FY 2016-2017 vilo 2015-2016 2016-2017 Account Revenue 2014-2015 Amended 2015-2016 Projected Number Source Actual Budget Estimated Budget 043-000-30420 Interest on Investments $ 11,925 $ 10,300 $ 15,000 $ 10,300 043-000-30725 F.O.G.Discharge Permit Fee 28,580 25,000 25,000 25,000 043-000-30946 Sale of Printed Material-CIP Only 275 - - - 043-000-30960 Misc.Revenues 114 - - - 043-000-30977 Prior Year Revenues 2,442 - - - 043-000-36000 Sewer Fees 721,728 700,000 700,000 700,000 Total Sewer Operations $ 765,064 $ 735,300 $ 740,000 $ 735,300 Sewer Capital-044: 044-000-30420 Interest on Investments $ 29,931 $ 17,800 $ 35,000 $ 23,000 044-000-35042 Sewer Connection Fee 5,819 5,000 35,000 5,000 044-000-37150 Sewer Capital Charge 2,008,955 1,700,000 1,700,000 1,700,000 Total Sewer Capital $ 2,044,705 $ 1,722,800 $ 1,770,000 $ 1,728,000 Retirement Fund Debt Service-302: 302-000-31500 Transfers In $ 719,204 $ 775,400 $ 775,400 $ - 302-000-31502 Transfers In -Operations - - - 767,300 Total Retirement Fund Debt Service $ 719,204 $ 775,400 $ 775,400 $ 767,300 Retirement Obligation Fund 304-000-30018 SA Tax Increment $ 1,084,135 $ 1,314,000 $ 1,202,700 $ 994,500 304-000-30420 Interest On Investments 423 - - - 304-000-30423 Unrealized Gain/Loss on Invest. (273) - - - Total Retirement Obligation Fund $ 1,084,285 $ 1,314,000 $ 1,202,700 $ 994,500 Capital Project-045: 045-000-31500 Transfer In $ - $ 10,574,897 $ 2,289,397 $ 11,596,500 VOW 045-000-31501 Sucessor Agency Project 4,577,487 - - - Total Capital Project $ 4,577,487 $ 10,574,897 $ 2,289,397 $ 11,596,500 Total Revenue of All Funds $ 51,867,628 $ 60,096,297 $ 50,067,530 $ 64,110,200 26 General Fund The General Fund is the general operating fund of the City. All general tax revenues and other receipts not allocated by law or contractual agreement to some other fund are accounted for in this fund. Expenditures of this fund include general operating expenses and capital improvement costs, which are not paid through other funds. 33 General Fund Analysis of Unassigned Fund Balance vs The City's Budget and Fiscal Policy is to maintain an unassigned fund balance of at least 20% to 25%, of operating expenditures in the General Fund. This is considered the "industry standard" in order to maintain the City's ability to withstand operating or capital needs, economic uncertainties, local disasters and other financial hardships. Unassigned fund balance refers to the portion of the fund balance that is not obligated to assigned funds; therefore, it can be used for the situations previously stated. Assigned for encumbrance represent portions of the fund balance that are obligated through legal restrictions or amounts due that the City is legally obligated to such as encumbrances or advances and loans to other funds or organizations. Assigned fund balance is the obligation of funds due to policy implementation. 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017 Actual Actual Actual Projected Proposed Beginning Fund Balance $ 28,158,585 $ 29,262,174 $ 29,828,094 $ 28,971,371 $ 27,689,770 General Fund Revenues: Property Tax Revenue $ 9,600,606 $ 9,148,948 $ 9,698,833 $ 10,136,700 $ 10,423,900 Sales and Use Tax 5,408,756 4,742,859 4,246,079 4,476,300 4,520,100 Utility Users Tax 4,732,597 4,644,217 4,646,434 4,450,000 4,500,000 Transient Occupancy Tax 1,289,007 1,509,095 1,525,723 1,525,000 1,550,000 Franchise Fees 1,126,398 1,324,860 1,163,595 1,179,100 1,194,600 Other Taxes 328,743 555,804 344,789 250,500 200,500 Licenses and Permits 1,247,750 1,369,275 1,375,188 1,380,400 1,385,100 Intergovernmental 336,881 122,084 370,242 129,100 105,800 Charges for Services 3,239,070 2,972,916 2,898,846 3,171,400 3,158,900 Fines and Forfeitures 1,025,257 989,517 1,115,137 1,028,000 1,064,200 Use of Money and Property 303,784 645,779 659,002 646,000 631,000 Other Revenue 2,055,602 932,526 640,706 648,100 560,700 Transfers in from Other Funds 359,209 361,159 421,658 630,000 622,000 Total General Fund Revenues $ 31,053,660 $ 29,319,039 $ 29,106,232 $ 29,650,600 $ 29,916,800 Expenditures: General Administration $ 3,617,808 $ 3,811,099 $ 4,260,436 $ 4,139,501 $ 4,048,300 Police Department 8,170,078 8,970,642 8,778,120 8,817,600 9,389,400 Detention Facilities 656,939 653,892 755,052 766,900 887,900 Fire Protection Services 4,273,326 4,402,580 4,703,098 4,916,600 5,053,800 Community Development 1,129,629 862,306 848,458 904,200 914,200 Public Works 2,696,337 2,876,574 3,902,557 2,770,300 3,047,300 Refuse Services 1,159,674 1,325,165 1,139,917 1,150,000 1,150,000 Recreation 1,182,716 1,048,925 1,129,496 1,113,600 1,073,300 Liability/Risk Management 1,292,248 679,583 1,189,830 1,280,400 1,279,100 Transfers Out 6,137,110 4,122,353 4,802,920 5,073,100 11,409,100 Total Expenditures $ 30,315,865 $ 28,753,119 $ 31,509,884 $ 30,932,201 $ 38,252,400 Net Revenues(Expenditures) $ 737,795 $ 565,920 $ (2,403,652) $ (1,281,601) $ (8,335,600) Prior Periods Adjustments to Fund Balance 365,794 - - - - Prepaid Expense 1,546,929 - Ending Fund Balance $ 29,262,174 $ 29,828,094 $ 28,971,371 $ 27,689,770 $ 19,354,170 Assigned for Encumbrance $ 41,586 $ 229,625 $ 246,858 $ 172,690 $ 172,690 Assigned 10,839,000 10,420,441 9,686,576 9,376,055 3,835,155 Assigned for Fiscal Policy 8,048,580 6,881,620 6,881,620 7,187,550 7,477,225 Unassigned Fund Balance $ 10,333,008 $ 12,296,408 $ 12,156,317 $ 10,953,475 $ 7,869,100 Unassigned Fund Balance Percentage of Total Operating Expenditures 35% 45% 40% 38% 26% 34 General Fund Analysis of Unassigned Fund Balance The City continues to meet the City Council's adopted fiscal policies for unassigned fund balance. General Fund Assigned Fund Balance 2016-2017 Beginning Fund Balance $27,689,770 Net Revenues(Expenditures) (8,335,600) Ending Fund Balance $19,354,170 Assigned for Encumbrances $ 172,690 Assigned for Designations 3,835,155 Assigned for Fiscal Policy 7,477,225 Unassigned Fund Balance 7,869,100 Total General Fund Balance $ 19,354,170 Estimated Estimated Beginning Proposed Ending Balance Decreases Balance Assigned for Encumbrances $ 172,690 $ - $ 172,690 College Park East 477,000 - 477,000 Swimming Pool 4,836,900 (4,836,900) - Economic Condition 1,750,000 - 1,750,000 Street Improvement 117,167 - 117,167 Storm Drain 646,731 (461,000) 185,731 Buildings 425,653 (243,000) 182,653 Compensated Absences 1,122,604 - 1,122,604 Total Assigned 9,376,055 (5,540,900) 3,835,155 Assigned for Fiscal Policy 7,187,550 289,675 7,477,225 Grand Total $ 16,736,295 $ (5,251,225) $ 11,485,070 35 Ala SEAL 4614\0\ 4ek 4 ) , ••=111111VIIII 1%0 MININ■ 3/ .' INIMMIII■1111.1■111 \ i *40 CA14/FORN THIS PAGE INTENTIONALLY LEFT BLANK `410° 36 Summary of Revenues and Expenditures General Fund Fiscal Year 2016-17 Projected Revenues - $29,916,800 $631,000 Use of Money and $560,700 Property Other Revenue $1,064,200 2.1% 1.9% Fines and Forfeitures $622,000 $3,158,900 3.6% Transfers Service Charges 2.1% 10.6% $10,423,900 $105,800 Property Taxes Intergovernmental -- 34.8% 0.4% $1,385,100 Licenses and Permits 4.6% $200,500 $4,520,100 Other Taxes Sales and Use Tax 0.7% 15.1% $1,194,600 $1,550,000 $4,500,000 Franchise Fees Transient Occupancy Utility Users Tax 4.0% Tax 15.0% 5.2% Fiscal Year 2016-17 Projected Expenditures - $38,252,400 $4,048,300 $11,409,100 General Administration Transfers Out 10.6% 29.8% $1,279,100 Liability/Risk $10,277,300 Management Police Department 3.3% 26.9/0 $1,073,300 Recreation and Community Services 2.8% $5,053,800 $4,197,300 $914,200 Fire Protection Services Public Works Community 13.2% 11.0% Development 2.4% 37 A. General Fund Revenue Summary 2016-2017 2014-2015 2015-2016 Projected Description Actual Estimated Budget Property Tax $ 9,698,833 $ 10,136,700 $ 10,423,900 Other Taxes 344,789 250,500 200,500 Utility Users Tax 4,646,434 4,450,000 4,500,000 Transient Occupancy Tax 1,525,723 1,525,000 1,550,000 Sales and Use Tax 4,246,079 4,476,300 4,520,100 Franchise Fees 1,163,595 1,179,100 1,194,600 Licenses and Permits 1,375,188 1,380,400 1,385,100 Fines and Forfeitures 1,115,137 1,028,000 1,064,200 Use of Money and Property 659,002 646,000 631,000 Charges for Services 2,898,846 3,171,400 3,158,900 Intergovernmental 370,242 129,100 105,800 Other Revenues 640,706 648,100 560,700 Transfer In and Enterprise Overheads 421,658 630,000 622,000 Total Revenue $ 29,106,232 $ 29,650,600 $ 29,916,800 25,000,000 - •Taxes 20,000,000 Li Li 0 Franchise Fees •Licenses and permits 15,000,000 •Charges for current services 10,000,000 •Other 5,000,000 i 0 - , FY 2014-15 FY 2015-16 FY 2016-17 Actual Estimated Projected FY 2014-15 FY 2015-16 FY 2016-17 Actual Estimated Projected Taxes $ 20,461,858 $ 20,838,500 $ 21,194,500 Franchise Fees 1,163,595 1,179,100 1,194,600 Licenses and Permits 1,375,188 1,380,400 1,385,100 Charges for Current Services 2,898,846 3,171,400 3,158,900 Other 3,206,745 3,081,200 2,983,700 Grand Total $ 29,106,232 $ 29,650,600 $ 29,916,800 38 General Fund Expenditure Summary 2016-2017 2014-2015 2015-2016 Proposed Department Actual Estimated Budget 010 City Council $ 220,185 $ 274,900 $ 78,100 011 City Manager 599,113 569,600 560,100 012 City Clerk 195,590 179,200 294,700 014 Human Resources 166,253 184,800 200,000 015 Legal Services 446,689 392,000 545,000 016 Senior Bus Program 169,797 175,000 162,000 017 Finance 689,398 703,800 760,400 018 Risk Management 1,189,830 1,280,400 1,279,100 019 Non-Departmental 1,180,063 992,900 977,600 020 Information System Technolc 593,348 667,301 632,400 021 Police EOC 131,086 157,600 246,800 022 Police 6,376,883 6,188,900 6,522,300 023 Police Support Services 1,604,170 1,746,100 1,531,900 024 Police Detention Facility 755,052 766,900 887,900 025 Parking Enforcement - - 337,500 026 Fire 4,703,098 4,916,600 5,053,800 030 Planning 380,716 459,500 406,500 031 Building and Safety 467,742 444,700 507,700 035 West Comp JPA 665,981 725,000 750,900 042 Engineering 92,406 87,900 85,200 043 Storm Drain 441,098 369,600 436,500 044 Street Maintenance 1,244,633 1,027,700 693,500 049 Landscape Maintenance 309,577 291,600 719,600 050 Automobile Maintenance 396,647 396,700 388,600 051 Refuse 1,139,917 1,150,000 1,150,000 052 Building Maintenance 1,418,196 596,800 561,900 070 Recreation Administration 319,607 343,000 213,200 071 Sports 30,141 31,800 43,300 `rr.° 072 Parks and Recreation 303,635 352,300 343,200 073 Aquatics 195,945 163,000 236,400 074 Tennis Center 280,168 223,500 237,200 Transfer Out 4,802,920 5,073,100 11,409,100 Total Expenditures $ 31,509,884 $ 30,932,201 $ 38,252,400 $18,000,000 $16,000,000 oGeneral Administration $14,000,000 ■ $12,000,000 = Will •Public Safety ■ - $10,000,000 ■ ■ $8,000,000 •■Public Works $6,000,000 w - I . : : oCommunity Services $4,000,000 $2,000,000 ,' I ■' I ,■ , , •Refuse and Transfer Out $- FY 2014-15 FY 2015-16 FY 2016-17 Actual Estimated Proposed FY 2014-15 FY 2015-16 FY 2016-17 Actual Estimated Proposed General Administration $ 5,280,469 $ 5,244,901 $ 5,327,400 Public Safety 14,236,270 14,501,100 15,331,100 Public Works 4,072,354 2,945,300 3,047,300 Community Services 1,977,954 2,017,800 1,987,500 vior, Refuse and Transfer Out 5,942,837 6,223,100 12,559,100 Grand Total $ 31,509,884 $ 30,932,201 $ 38,252,400 39 City of Seal Beach - General Fund Transfer Out I FY 2016-2017 DEPARTMENT: Finance Account Code: 001-080 FUND: 001 General Fund-Transfer Out 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Transfer Out $ 4,802,920 $ 10,696,000 $ 5,073,100 $ 11,409,100 TOTAL $ 4,802,920 $ 10,696,000 $ 5,073,100 $ 11,409,100 ACCOUNT NUMBER EXPLANATION 47000 Transfer Out-CIP Transfer out to various capital improvement projects 47002 Transfer Out-Operations Transfer out to various funds 47010 Vehicle Replacement Transfer out to Vehicle Replacement Fund NSW 40 City of Seal Beach - General Fund Transfer Out I FY 2016-2017 DEPARTMENT: Finance Account Code: 001-080 FUND: 001 General Fund-Transfer Out 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget TRANSFER OUT Transfer Out-CIP 001-080-47000 $ 4,492,920 $ 10,386,000 $ 4,763,100 $ 8,352,900 Transfer Out-Operations 001-080-47002 - - - 2,746,200 Vehicle Replacement 001-080-47010 310,000 310,000 310,000 310,000 TOTAL TRANSFER OUT $ 4,802,920 $ 10,696,000 $ 5,073,100 $ 11,409,100 TOTAL EXPENDITURES $ 4,802,920 $ 10,696,000 $ 5,073,100 $ 11,409,100 Transfer Out Account 001-080 47000: Tidelands Fund 034(CIP) 2,680,000. Capital Projects Fund 045 5,672,900 Total for 001-08047000: $ 8,352,900 Transfer Out Account 001-08047002: Street Lighting District Fund 002 $ 42,700 Pension Obligation D/S Fund 027 1,221,700 Fire Station D/S Fund 028 535,000 Tidelands Fund 034 946,800 $ 2,746,200 41 t 4,001;:c-SE , e'er. .dc NIMIMINNI 01 1INNIM. 4117\ 6 . ..... 01„,, I $..... „. vii i No 110% IMIMMOI'amsZ .7.. 11 \ ç44 1p - THIS PAGE INTENTIONALLY LEFT BLANK 42 City of Seal Beach ii , 111 r Director of Community Development Mission Statement The mission of the Building Division is to promote the safety and wellbeing of residents and visitors by ensuring compliance with all applicable local, state, and federal laws related to building safety and Title 24 State accessibility standards. The Building Division accomplishes this through the courteous, prompt, and professional review of plans and inspections to verify that all construction within the City results in safe structures. Neighborhood Services is also part of the Building Division. The primary responsibility of neighborhood services is to respond to complaints of violations of the City Municipal Code which includes building, planning, public nuisance, noise and environmental issues. Primary Functions • Provide professional expertise and assistance to residents, contractors, and design professionals regarding building code issues. • Review construction plans and documents. • Issue permits for construction and alteration of buildings and structures. • Perform inspections on buildings and structures and enforce compliance with the provisions of the Code of the City of Seal Beach and the California Building Codes. • Compile monthly permit data reports; maintain project coordination with internal divisions, as well as state and local agencies. • Review, amend, and adopt required codes and policies. • Investigate and enforce all municipal code violations such as property maintenance zoning and land use compliance. Summary Activity Report Building Division/Neighborhood Services Fiscal Year Number of Building Plan Checks Number of Building Inspections Completed 2013-2014 230 3700 2014-2015 276 3800 2015-2016 Fiscal Year Number of Code Enforcement Number of Code Enforcement Cases Inspections 2014-2015 30 Active and 62 Closed 820 2015-2016 Obiectives • Continue to streamline the plan check process by conducting the review and examination of construction plans in-house and offer outside pan check service for additional expedited service. • Continue a code enforcement compliance policy that responds to complaints within 24 hours. • Remain current on changes within the Building industry and maintain required certifications and licenses for Building Division staff. • Adopt the 2016 Building Codes and Fire Codes. 127 City of Seal Beach IFY 2016-2017 Nee DEPARTMENT: Community Development Account Code: 001-031 FUND: 001 General Fund-Building and Neighborhood Services 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Personnel Services $ 286,356 $ 451,700 $ 264,500 $ 482,600 Maintenance and Operations 181,386 24,200 180,200 25,100 TOTAL $ 467,742 $ 475,900 $ 444,700 $ 507,700 ACCOUNT NUMBER EXPLANATION 40001 Full-time Salaries Employee salaries costs 40003 Over-time Employee salaries costs 40004 Part-time Employee salaries costs 40009 Cell Phone Allowance Employee salaries costs 40010 Deferred Comp-Cafeteria Employee salaries costs 40011 Deferred Compensation Employee benefits costs 40012 PERS Retirement Employee benefits costs 40014 Medical Insurance Employee benefits costs 40017 Medicare Insurance Employee benefits costs 40018 Life and Disability Employee benefits costs 40022 Flexible Spending Cafeteria Employee benefits costs 40026 Comptime Buy/payout Employee benefits costs 40027 Vacation Buy/payout Employee benefits costs 40100 Office Supplies Office supplies,and CA Building Code updates 40200 Public/Legal Notices Public/Legal notices 40300 Membership Code enforcement and annual ICC certifications 40400 Training and meetings ICC classess and miscellaneous training 40700 Equipment/materials Equipment materials and office furniture 44000 Contract Professional Svcs Charles Abbott Associates and emergency plan check services ""'Note:Traw Associates contract for the Building Official position is funded through salaries and benefits savings. 128 City of Seal Beach IFY 2016-2017 DEPARTMENT: Community Development Account Code: 001-031 FUND: 001 General Fund-Building and Neighborhood Services 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget PERSONNEL SERVICES Full-time Salaries 001-031-40001 $ 221,258 $ 347,800 $ 188,200 $ 367,200 Over-time 001-031-40003 - - 2,000 - Part-time 001-031-40004 - - 13,300 - Cell Phone Allowance 001-031-40009 135 200 100 - Deferred Comp-Cafeteria 001-031-40010 3,128 3,200 3,400 4,400 Deferred Compensation 001-031-40011 3,968 8,200 3,400 8,800 PERS Retirement 001-031-40012 25,576 36,900 23,000 58,900 Medical Insurance 001-031-40014 26,192 46,500 18,300 33,500 Medicare Insurance 001-031-40017 3,321 5,200 3,200 5,500 Life and Disability 001-031-40018 2,668 3,700 1,900 4,300 Flexible Spending-Cafeteria 001-031-40022 110 - - - Comptime Buy/Payout 001-031-40026 - - 2,300 - Vacation Buy/Payout 001-031-40027 - - 5,400 - TOTAL PERSONNEL SERVICES $ 286,356 $ 451,700 $ 264,500 $ 482,600 MAINTENANCE AND OPERATIONS Office Supplies 001-031-40100 $ 863 $ 1,800 $ 1,800 $ 2,000 Public/Legal Notices 001-031-40200 - 200 200 200 Memberships and Dues 001-031-40300 290 300 300 300 Training and Meetings 001-031-40400 991 1,300 1,300 1,300 'err' Equipment/Materials 001-031-40700 324 600 600 1,300 Contract Professional Svcs 001-031-44000 178,918 20,000 176,000 20,000 TOTAL MAINTENANCE AND OPERATIONS $ 181,386 $ 24,200 $ 180,200 $ 25,100 TOTAL EXPENDITURES $ 467,742 $ 475,900 $ 444,700 $ 507,700 129 oo e zik ies __,_ =ii...),,..270 �L = VP • ilk i is'Aar:. - -..•IM.. IOW ett •101111 siollici_ ..... ..,014.409, 4LIcFORID-AP THIS PAGE INTENTIONALLY LEFT BLANK 130 City of Seal Beach SPECIAL ASSESSMEff DISTRICTS Special Assessment Districts are established to account for resources legally restricted to specified purposes.The City of Seal Beach currently manages the following special assessment districts: 002- Street Lighting Assessment District 101 -Ad94-1 Redemption Fund 201 - Community Facilities District 2002-02 (SB Blvd/Lampson Ave Landscape Maintenance) 202 -Community Facilities District Heron Pointe 203-Community Facilities District Pacific Gateway Bonds 204-Community Facilities District 2002-01 (Heron Pointe Administrative Expense Fund) 205-Community Facilities District 2005-01 (Pacific Gateway Business Center) 206-Community Facilities District Heron Pointe 2015 207-Community Facilities District Pacific Gateway Bonds 2016 208-Community Facilities District 2002-01 (Heron Pointe Administrative Expense Fund) 209-Community Facilities District 2005-01 (Pacific Gateway Business Center) 205 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 002-500 FUND: 002 Street Lighting Assessment District 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Maintenance and Operations $ 182,195 $ 194,500 $ 194,500 $ 185,100 TOTAL $ 182,195 $ 194,500 $ 194,500 $ 185,100 ACCOUNT NUMBER EXPLANATION 41020 Electricity Street Lighting 44000 Contract Professional Svcs Willdan Financial Services and legal fees The Seal Beach Street Lighting Assessment District was formed under the Street Lighting Act of 1919 to finance the maintenance of streetlights and to finance the electricity used by the streetlights by special assessments.Revenue is derived from the District's share of the basic property tax levy and the special district augmentation allocations. Ntile 206 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 002-500 FUND: 002 Street Lighting Assessment District 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget MAINTENANCE AND OPERATIONS Electricity-Street Lighting 002-500-41020 $ 172,142 $ 184,500 $ 184,500 $ 175,000 Contract Professional 002-500-44000 10,053 10,000 10,000 10,100 TOTAL MAINTENANCE AND OPERATIONS $ 182,195 $ 194,500 $ 194,500 $ 185,100 TOTAL EXPENDITURES $ 182,195 $ 194,500 $ 194,500 $ 185,100 FUND BALANCE ANALYSIS 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget *.✓ Beginning Fund Balance $ - $ - $ - $ - Revenues 182,195 194,500 194,500 185,100 Expenditures (182,195) (194,500) (194,500) (185,100) Ending Fund Balance $ - $ - $ - $ - 207 Al R. City of Seal Beach I FY 2016-2017 Nvol DEPARTMENT: Finance Account Code: 101-333 FUND: 101 AD94-1 Redemption 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Maintenance and Operations $ 7,866 $ 9,400 $ 8,000 $ - Debt Service 127,982 128,500 128,500 - TOTAL $ 135,848 $ 137,900 $ 136,500 $ - ACCOUNT NUMBER EXPLANATION 44000 Contract Professional Svc Willdan Financial Services and Bank of New York 47000 Transfer Out Transfer admin cost to General Fund 47888 Debt Service Pmt Principal Debt service principal 47999 Interest Expense Debt service interest 208 City of Seal Beach WATER OPERATIONS AND CIP Hoak Director of Public Works Mission Statement To provide Seal Beach residents with reliable and safe water for domestic and fire protection uses. Primary Activities Regular activities - Primary activities include monitoring the SCADA controls for water wells and pump stations, water production, pipe installation and maintenance, booster station maintenance, well maintenance, water quality sampling and testing, flushing hydrants, exercising valves, changing meters, reading meters, repairing leaks and main line breaks, customer service requests, water turn offs and on's, cross connection program, fire flow tests, instrumentation and control, and public relations. Capital Improvement Program: pipelines, storage, disinfections, and booster stations - determine projects; seek and secure project funding; coordinate and manage design consultants; prepare project budgets, estimates, designs and specifications; plan check drawings; conduct community meetings, and prepare presentations and press releases; prepare council reports for advertisement, award, and completion of each project; administer construction management; inspection and quality assurance; respond to public inquiries; adhere to multi-agency funding and environmental requirements; negotiate change orders, claims, and disputes; prepare progress %awe reports and payments; prepare record drawings and project closeouts. Outside Agency Coordination and/or compliance with Regulations - National Pollution Discharge Elimination System permit; Regional Water Quality 'Control Board; City of Long Beach, City of Huntington Beach, California Dept. of Health, Air Quality Management District, Dept. of Water Resources, OSHA, Environmental Protection Agency, Metropolitan Water District, Orange County Water District, Municipal Water District of Orange county, West Orange County Water Board and Golden State Water Company. Obiectives • The City's water system is over 40-45 years old. Over the past 10 years the City has invested in upgrading of the infrastructure and technology improvements. In order to maintain the system, labor resources are continuously evaluated within the water department. The department staff performs daily testing, inspection of the system, station maintenance, compliance with regulations, exercising of all valves, and flushing of hydrants. The City is currently implementing improvements identified within the City's Water Master Plan adopted July 9, 2012. • The last Water Master Plan was adopted in 2012. In 2015 projects identified within this master plan will be implemented. The largest project being rehabilitation of the Beverly Manor Reservoir. Additionally, the City will be undertaking an update to Water Rates with preparation of a Water Rate Study. The study will incorporate items such as the Capital Improvements needed, new requirements for operation of the water system, and updated construction costs, etc. • In 2014 the State issued emergency mandatory water conservation measures. The added requirements were funded via budget amendment during FY2014-15, but are built into the FY 2015-16 budget going forward. • Continue to meet and exceed state mandated water conservation restrictions. ` ,,. 229 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 017-900 FUND: 017 Water Fund-Operations 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Personnel Services $ 1,210,475 $ 1,347,200 $ 1,270,200 $ 1,453,000 Maintenance and Operations 2,650,652 3,125,000 2,850,600 3,126,200 Capital Outlay - 50,000 - 45,000 TOTAL $ 3,861,127 $ 4,522,200 $ 4,120,800 $ 4,624,200 ACCOUNT NUMBER EXPLANATION 40001 Full-time Salaries Employee salaries costs 40002 Temporary Special Pay Employee salaries costs 40003 Over-time Employee salaries costs 40004 Part-time Employee salaries costs 40007 Tuition Reimbursement Employee benefits costs 40008 Auto Allowance Employee benefits costs 40009 Cell Phone Allowance Employee benefits costs 40010 Deferred Comp-Cafeteria Employee benefits costs 40011 Deferred Compensation Employee benefits costs 40012 PERS Retirement Employee benefits costs 40013 PARS Retirement Employee benefits costs 40014 Medical Insurance Employee benefits costs 40015 AFLAC Cafeteria Employee benefits costs 40017 Medicare Insurance Employee benefits costs 40018 Life and Disability Employee benefits costs 40019 FICA Employee benefits costs 40022 Flexible Spending-Cafeteria Employee benefits costs 40023 Cafeteria Taxable Employee benefits costs 40026 Comp time Buy/Payout Employee benefits costs 40027 Vacation Buy/Payout Employee benefits costs 40028 Sick Payout Employee benefits costs 40100 Office Supplies Postage for water bills,water billing forms,office supplies,publications 40300 Memberships and Dues State Water Distrib.&Treatment licenses,AWWA,OC Backflow, USC Cross Connection Control 40400 Training and Meetings Finance Billing training,Water Dept State required training 40700 Equipment/Materials Replacement parts for fire hydrants,valves,fittings,parts for wells and booster stations,water meters,chlorination supplies,tools for water department,and replace plotter 40800 Special Departmental Datamatic hand held and annual maintenance,Springbrook annual maintenance,and credit card charges(BofA&Payment Resource) 40900 Depreciation Fixed asset annual deprecation 41000 Telephone Telephone lines for station alarms,emergency cell phone on-call 41010 Gas Natural gas for water wells and booster station 41020 Electricity Electricity for water stations and adding new Lampson Well which NOV will run on electric 230 44000 Contract Professional Water quality laboratory testing,landscape maintenance-Beverly Manor uniforms,pump maintenance,backup power maintenance, annual water quality report,underground service alert,professional engineering services regulatory required testing,water break repairs, fuel polishing contract,and Local Coastal Planning consultant 44050 Overhead Administrative expenses calculated for department 45000 Intergovernmental MWD imported water,OCWD replenishment charge,OC hazmat facility charge,AQMD permits,WOCWB feeder line and MWD connection fees 47999 Interest Payments Economic Development Administrative Loan-Department of Commerce 48075 Vehicle Ford F250 truck with upfitting Nave 231 NOW e SEAL %4 ifeol* °."ow. 11°S. WS/ 1011••■=1.11111111 • QR . THIS PAGE INTENTIONALLY LEFT BLANK 232 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 017-900 FUND: 017 Water Fund-Operations 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget PERSONNEL SERVICES Full-time Salaries 017-900-40001 $ 805,597 $ 901,400 $ 772,200 $ 917,100 Temporary Special Pay 017-900-40002 37 - - - Over-time 017-900-40003 64,089 35,000 70,500 60,000 Part-time 017-900-40004 74,609 78,000 107,900 115,100 Tuition Reimbursement 017-900-40007 5,220 - 3,000 5,000 Auto Allowance 017-900-40008 600 900 900 900 Cell Phone Allowance 017-900-40009 1,697 1,900 900 700 Deferred Comp-Cafeteria 017-900-40010 13,354 13,500 13,000 13,100 Deferred Compensation 017-900-40011 15,949 17,600 15,100 18,100 PERS Retirement 017-900-40012 99,382 141,200 125,000 149,300 PARS Retirement 017-900-40013 965 1,000 1,100 1,500 Medical Insurance 017-900-40014 91,627 121,800 119,800 139,800 AFLAC-Cafeteria 017-900-40015 257 200 200 500 Medicare Insurance 017-900-40017 13,608 15,400 14,100 16,400 Life and Disability 017-900-40018 8,727 9,600 8,600 9,900 FICA 017-900-40019 34 100 100 100 Flexible Spending-Cafeteria 017-900-40022 230 200 300 500 Cafeteria Taxable 017-900-40023 382 500 300 300 Comp-time Buy/Payout 017-900-40026 3,172 - 1,800 - Vacation Buy/Payout 017-900-40027 10,131 8,900 11,500 4,700 Sick Payout 017-900-40028 808 - 3,900 - TOTAL PERSONNEL SERVICES $ 1,210,475 $ 1,347,200 $ 1,270,200 $ 1,453,000 MAINTENANCE AND OPERATIONS 'Sow' Office Supplies 017-900-40100 $ 27,884 $ 28,600 $ 28,000 $ 28,600 Membership and Dues 017-900-40300 1,075 2,500 2,200 2,000 Training and Meetings 017-900-40400 1,754 5,500 1,500 2,000 Equipment/Materials 017-900-40700 59,441 100,000 110,000 132,500 Special Departmental 017-900-40800 53,540 35,000 35,000 - Depreciation 017-900-40900 46,868 46,900 46,900 46,900 Telephone 017-900-41000 6,974 7,000 10,500 11,400 Gas 017-900-41010 5,867 26,000 1,500 26,000 Electricity 017-900-41020 216,520 150,000 145,000 150,000 Contract Prof Srvcs 017-900-44000 234,625 299,000 150,000 269,300 Overhead 017-900-44050 324,500 324,500 320,000 324,500 Intergovernmental 017-900-45000 1,671,604 2,100,000 2,000,000 2,133,000 Interest Payment 017-900-47999 - - - - TOTAL MAINTENANCE AND OPERATIONS $ 2,650,652 $ 3,125,000 $ 2,850,600 $ 3,126,200 CAPITAL OUTLAY Vehicles 017-900-48075 $ - $ 50,000 $ - $ 45,000 TOTAL CAPITAL OUTLAY $ - $ 50,000 $ - $ 45,000 TOTAL EXPENDITURES $ 3,861,127 $ 4,522,200 $ 4,120,800 $ 4,624,200 FUND BALANCE ANALYSIS 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Beginning Fund Balance $ 4,641,052 $ 3,996,826 $ 3,996,826 $ 3,326,126 Revenues 3,216,901 3,419,600 3,450,100 3,303,700 Expenditures (3,861,127) (4,522,200) (4,120,800) (4,624,200) Ending Fund Balance $ 3 996 826 $ 2 894 226 $ 3,326,126 $ 2,005,626 Nvor- 233 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 019-950 FUND: 019 Water Capital Improvement Fund 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Maintenance and Operations $ 643,257 $ 5,236,110 $ 997,600 $ 12,337,600 TOTAL $ 643,257 $ 5,236,110 $ 997,600 $ 12,337,600 ACCOUNT NUMBER EXPLANATION 40900 Depreciation Fixed asset annual depreciation 49605 Construction-Capital Projects Various Contractors for capital projects NINO 234 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 019-950 FUND: 019 Water Capital Improvement Fund 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget MAINTENANCE AND OPERATIONS Depreciation 019-950-40900 $ 497,221 $ 497,600 $ 497,600 $ 497,600 Construction-Capital Projects 019-950-49605 146,036 4,738,510 500,000 11,840,000 TOTAL MAINTENANCE AND OPERATIONS $ 643,257 $ 5,236,110 $ 997,600 $ 12,337,600 TOTAL EXPENDITURES $ 643,257 $ 5,236,110 $ 997,600 $ 12,337,600 FUND BALANCE ANALYSIS 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Beginning Fund Balance $ 19,226,458 $ 20,133,254 $ 20,133,254 $ 20,573,754 Revenues 1,550,053 1,401,600 1,438,100 1,410,000 Expenditures (643,257) (5,236,110) (997,600) (12,337,600) Ending Fund Balance $ 20,133,254 $ 16,298,744 $ 20,573,754 $ 9,646,154 235 City of Seal Beach (FY 2015-2016 NIS DEPARTMENT: Public Works Account Code: 021-980 FUND: 021 Vehicle Replacement Fund 2014-2015 2015-2016 2013-2014 Amended 2014-2015 Proposed Actual Budget Estimated Budget Maintenance and Operations $ 24,967 $ 200,000 $ - $ 737,000 Capital Outlay 174,262 615,400 615,400 489,000 TOTAL $ 199,229 $ 815,400 $ 615,400 $ 1,226,000 ACCOUNT NUMBER EXPLANATION 40900 Depreciation Annual depreciation expense 47000 Transfer Out-CIP Transfer to Capital Project Fund 47002 Transfer Out-Operations Transfer to Tidelands 48075 Vehicles Vehicle Replacement VISIO `U 236 City of Seal Beach I FY 2016-2017 DEPARTMENT: Public Works Account Code: 021-980 FUND: 021 Vehicle Replacement Fund 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget MAINTENANCE AND OPERATIONS Transfer Out-CIP 021-980-47000 $ 24,967 $ 200,000 $ - $ - Transfer Out-Operations 021-980-47002 - - - 737,000 TOTAL MAINTENANCE AND OPERATIONS $ 24,967 $ 200,000 $ - $ 737,000 CAPITAL OUTLAY Depreciation 021-980-40900 $ 141,414 $ 145,400 $ 145,400 $ 145,400 Vehicles 021-980-48075 32,848 470,000 470,000 343,600 TOTAL CAPITAL OUTLAY $ 174,262 $ 615,400 $ 615,400 $ 489,000 TOTAL EXPENDITURES $ 199,229 $ 815,400 $ 615,400 $ 1,226,000 *glory FUND BALANCE ANALYSIS 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Beginning Fund Balance $ 2,680,683 $ 2,805,505 $ 2,805,505 $ 2,500,105 Revenues 324,052 310,000 310,000 310,000 Expenditures (199,229) (815,400) (615,400) (1,226,000) Ending Fund Balance $ 2,805,505 $ 2,300,105 $ 2,500,105 $ 1,584,105 237 aF 4b,el\s\ NIMM1111.11 .470 ,.tiFORr THIS PAGE INTENTIONALLY LEFT BLANK `„ 1 238 City of Seal Beach I FY 2016-2017 DEPARTMENT: Finance Account Code: 302-065 FUND: 302 RDA-Debt Service Fund 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget DEBT SERVICE Interest Expense 302-065-47999 $ 195,832 $ 230,400 $ 230,400 $ 192,300 TOTAL DEBT SERVICE $ 195,832 $ 230,400 $ 230,400 $ 192,300 TOTAL EXPENDITURES $ 195,832 $ 230,400 $ 230,400 $ 192,300 FUND BALANCE ANALYSIS 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Beginning Fund Balance $ (3,489,506) $ (2,966,134) $ (2,966,134) $ (2,421,134) Revenues 719,204 775,400 775,400 767,300 Expenditures (195,832) (230,400) (230,400) (192,300) Ending Fund Balance $ (2,966,134) $ (2,421,134) $ (2,421,134) $ (1,846,134) Now 255 City of Seal Beach I FY 2016-2017 DEPARTMENT: Finance Account Code: 304-081 FUND: 304 Retirement Obligation Fund 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Personnel Services $ 8,509 $ 23,100 $ 23,100 $ 14,800 Maintenance and Operations 1,171,687 1,294,000 836,282 1,023,200 TOTAL $ 1,180,196 $ 1,317,100 $ 859,382 $ 1,038,000 ACCOUNT NUMBER EXPLANATION 40001 Full-time Salaries Employee salaries costs 40008 Auto Allowance Employee benefits costs 40009 Cell Phone Allowance Employee benefits costs 40010 Deferred Compensation-Cafeteria Employee benefits costs 40011 Deferred Compensation Employee benefits costs 40012 PERS Retirement Employee benefits costs 40014 Medical Insurance Employee benefits costs 40017 Medicare Insurance Employee benefits costs 40022 Life/Long Term Disability Employee benefits costs 44000 Contract Professional Svcs Agency audit expenses,legal services,and misc 44005 Property Tax Admin Fee Orange County Administrative Fee. 45050 Low/Mod Housing set aside 20%set aside for Low/Mod Housing. 47000 Transfer Out Debt service transfer to Fund 302 47002 Transfer Out-Operations Debt service transfer to Fund 302 47001 Project/Admin Allowance exp Transfer to GF for admin allowance and project SD1201 47888 Principal-Sewer Debt service-principal 47889 Extraordinary Gain/Loss Payment to Orange County 47999 Interest Expense Debt service-interest 256 City of Seal Beach I FY 2016-2017 DEPARTMENT: Finance Account Code: 304-081 FUND: 304 Retirement Obligation Fund 2015-2016 2016-2017 Account 2014-2015 Amended 2015-2016 Proposed Description Number Actual Budget Estimated Budget PERSONNEL SERVICES Full-time Salaries 304-081-40001 $ 7,315 $ 20,000 $ 20,000 $ 14,800 Deferred Comp-Cafeteria 304-081-40010 26 - - - Deferred Comp 304-081-40011 258 700 700 - PERS Retirement 304-081-40012 791 1,900 1,900 - Medicare 304-081-40017 113 300 300 - Life/Long Term Disability 304-081-40022 - 200 200 - Flexible Spending-Cafeteria 304-081-40022 6 - - - TOTAL PERSONNEL SERVICES $ 8,509 $ 23,100 $ 23,100 $ 14,800 MAINTENANCE AND OPERATIONS Contract Professional 304-081-44000 $ 90,602 95,900 60,882 105,900 Property Tax Fee 304-081-44005 2,379 - - - Low/Mod Housing 20%set aside 304-081-45050 180,000 180,000 - - Housing Auth.-Admin Allow 304-081-45051 125,000 - - 150,000 Transfer Out 304-081-47000 719,204 775,400 775,400 - Transfer Out-Operations 304-081-47002 - - - 767,300 Project/Admin.Allowance Exp 304-081-47001 50,453 - - - Principal-Sewer 304-081-47888 - 239,000 - - Interest Expense 304-081-47999 4,049 3,700 - - TOTAL MAINTENANCE AND OPERATIONS $ 1,171,687 $ 1,294,000 $ 836,282 $ 1,023,200 TOTAL EXPENDITURES $ 1,180,196 $ 1,317,100 $ 859,382 $ 1,038,000 FUND BALANCE ANALYSIS 2015-2016 2016-2017 2014-2015 Amended 2015-2016 Proposed Actual Budget Estimated Budget Beginning Fund Balance $ (203,907) $ (299,818) $ (299,818) $ 43,500 Revenues 1,084,285 1,314,000 1,202,700 994,500 Expenditures (1,180,196) (1,317,100) (859,382) (1,038,000) Ending Fund Balance $ (299,818) $ (302,918) $ 43,500 $ - Nor- 257 F. ..,,, Cad .____ 6' p0 * - ..., ......... 1 �r I ._ ,,„ ........., • ./// / ■IMINIMINIMINIIMINI■ Q''Qt/FG1R N►1P.e v. 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