Loading...
CC Resolution 2024-028 Budget & Appropriations FY 2024-25RESOLUTION NO. 2024 - 028 A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LA QUINTA, CALIFORNIA, ESTABLISHING THE CITY'S APPROPRIATION LIMIT FOR FISCAL YEAR 2024/25 AND APPROVING A BUDGET FOR FISCAL YEAR 2024/25 WHEREAS, each year the La Quinta City Council adopts a budget for Revenues and Expenditures for the upcoming Fiscal Year; and WHEREAS, the City Council desires to make provisions for a level of services commensurate with the needs of the City; and WHEREAS, the City Council has reviewed said budget and capital improvement program and has had several public meetings to receive public input; and WHEREAS, the City Council has, after due deliberation and consideration, made such amendments in the proposed budget and capital improvement program as it considers desirable; and WHEREAS, Section 7910 of the Government Code of the State of California provides that each year the governing body of each local jurisdiction shall, by resolution, establish its appropriations limit for the following fiscal year; and WHEREAS, Section 7902(b) of the Government Code sets forth the method for determining the said appropriations limit, to be based upon the limit applicable for the prior fiscal year and adjusted for changes in the cost -of -living and in City population. NOW, THEREFORE, BE IT RESOLVED by the City of La Quinta to adopt, as follows: SECTION 1. The appropriations limit for the City of La Quinta established in accordance with Section 7902(b) of the California Government Code, for Fiscal Year 2024/25 is $179,170,357. SECTION 2. It is hereby found and determined that in compliance with Government Code Section 7910, the documentation used in the determination of said appropriations limit for Fiscal Year 2024/25 was available to the public in the Finance Department of the City and in the Office of the City Clerk at least fifteen days prior to this date. SECTION 3. The Fiscal Year 2024/25 budget and capital improvement program which is on file with the City Clerk is hereby approved. Resolution No. 2024 — 028 Budget Approval FY 2024/25 Adopted: June 18, 2024 Page 2 of 3 SECTION 4. Continuing Appropriations which remain unspent and were authorized by Council in Fiscal Year 2023/24 are approved in the Fiscal Year 2024/25 budget in an amount not to exceed $4,450,000 (Exhibit A). SECTION 5. Budget adjustment procedures are approved as follows: A. Additional appropriations and the transfer of cash or unappropriated fund balance from one fund to another shall be made only upon City Council approval. B. Transfers of budgeted appropriations between funds or capital projects shall be made only upon City Council approval. C. Transfers of budgeted appropriations between accounts within a department or capital project may be made with the approval of the City Manager or his designee. D. Prior year budget continuing Appropriations and Encumbrances for unexpended capital project and grant appropriations remaining from uncompleted prior year capital projects and grant programs shall be made with City Manager approval. These carry-over appropriations are for prior year Council approved capital projects and shall not exceed the approved project budget. SECTION 6. The City Council, recognizing the need for maintaining Fund Balance reserves has established a Reserve Policy. These funds cannot be appropriated without the explicit approval of the City Council. Exhibit B General Fund Reserves Overview shows estimated amounts, final amounts will be published in the Fiscal Year 2023/24 Annual Comprehensive Financial Report "ACFR." SECTION 7. The City Manager shall render a monthly report to the City Council on the status of City operations as it relates to the approved budget and any amendments thereto. PASSED, APPROVED, and ADOPTED at a regular meeting of the La Quinta City Council held on this 18th day of June 2024, by the following vote: AYES: Councilmembers Fitzpatrick, McGarrey, Pena, Sanchez, and Mayor Evans NOES: None ABSENT: None ABSTAIN: None Resolution No. 2024 — 028 Budget Approval FY 2024/25 Adopted: June 18. 2024 Page 3 of 3 LINDA EVANS, Mayor City of La Quinta, California ATTEST: MONIKA RADEV , City Clerk City of La Quinta, California APPROVED AS TO FORM: WILLIAM H. IHRKE, City Attorney City of La Quinta, California RESOLUTION NO. 2024-028 EXHIBIT A CITY OF LA QUINTA FY 2024/25 ADOPTED BUDGET is/Carryovers from 2 Description/Program Account Number Account Name Estimated Marketing efforts to attract group business to hotels 101-1007-60536 TOT Resort Rebate Program $ 350,000 Fire ladder truck purchase 101-2002-80101 Machinery & Equipment $ 400,000 Sidewalk repair 101-7003-60103 Professional Services $ 150,000 GENERAL FUND CARRYOVERS $ 900,000 Emergency road repair 201-7003-72111 Road Improvements $ 500,000 Heavy machinery/equipment purchase 201-7003-80100 Machinery & Equipment $ 450,000 Painting exterior of Library 202-3004-72110 Building Improvements $ 150,000 Median upgrades 215-7004-60431 Materials/Supplies $ 400,000 Tree maintenance 215-7004-60673 Tree Maintenance/Palm Trees $ 400,000 Dune Palms Mobile Estates improvements 241-9104-72110 Building/Site Improvements $ 500,000 Vehicle upgrades 501-0000-60675 Parts, Accessories and Uplifts $ 130,000 Painiting/repairs 501-0000-71103 City Bldg Repl/Repair $ 175,000 Heavy machinery/equipment purchase 501-0000-80100 Machinery & Equipment $ 145,000 Park supplies and upgrades 503-0000-71060 Parks $ 700,000 SPECIAL FUNDS CARRYOVERS $ 3,550,000 TOTAL CARRYOVERS FOR ALL FUNDS $ 4,450,000 NOTE: In June 2024 when the budget is adopted, all carryovers are estimates based on projected invoices to end fiscal year 2023124. Upon completion of the final audit, Finance verifies account balances and makes additional carryover recommendations based on current budgetary needs. CARRYOVER TOTALS BY FUND General Fund (101) Gas Tax Fund (201) Library and Museum Fund (202) Lighting & Landscape Fund (215) Housing Authority Fund (241) Facility & Fleet Replacement Fund (501) Park Equipment & Facility Fund (503) TOTAL CARRYOVERS BY FUND ESTIMATED $ 900,000 $ 950,000 $ 150,000 $ 800,000 $ 500,000 $ 450,000 $ 700,000 $ 4,450,000 CITY OF LA QUINTA RESOLUTION NO. 2024-028 EXHIBIT B FY 2024/25 ADOPTED BUDGET An • 11• .1ION majogINN• 1 -e 1 ' •I• -• C •o le 1 ESTIMATED COMMITTED & UNASSIGNED FUND BALANCE ESTIMATED AT 6-30-2024 LOAN PAYMENT TO GENERAL FUND FROM SUCCESSOR AGENCY OPERATING SURPLUS /(SHORTFALL) ESTIMATED AT 6 30-2025 NATURAL DISASTER $ 15,000,000 $ 15,000,000 ECONOMIC DISASTER $ 13,000,000 $ 13,000,000 CASH FLOW $ 5,000,000 $ 5,000,000 CAPITAL REPLACEMENT $ 12,000,000 $ 12,000,000 UNAPPROPRIATED $ 49,000,000 $ 2,804,654 1 $ 3,382,635 1 $ 55,187,289 TOTAL ESTIMATED RESERVES $ 94,000,000 $ 2,804,654 $ 3,382,635 $ 100,187,289 SUMMARY RESERVES 6/30/24 $ 94,000,000 NET CHANGE $ 6,187,289 RESERVES 6/30/24 $ 100,187,289 Net change, $6,187,289 CALCULATION FOR FORMER REDEVELOPMENT AGENCY LOAN REPAYMENT FY 2024/25 Approved Repayment Fund Total Repayment Distribution % Distribution $ General Fund $ 3,505,817 x 80% = 2,804,654 Housing Fund $ 3,505,817 x 20% = 701,163 $ 3,505,817 ESTIMATED ASSIGNED FUND BALANCE ESTIMATED AT 6-30-2024 ADDITIONS DELETIONS ESTIMATED AT 6-30-2025 SALES TAX MEASURE G $ 33,700,000 $ - $ 4,000,000 $ 29,700,000 PUBLIC SAFETY FIRE SERVICE TRUST $ 14,800,000 $ - $ - $ 14,800,000 CARRYOVERS AND CAPITAL PROJECTS (GENERAL FUND ONLY) $ 25,950,000 $ - $ - $ 25,950,000 PENSION TRUST FUND $ 5,400,000 $ 200,000 $ - $ 5,600,000 OTHER POST EMPLOYMENT BENEFITS TRUST FUND $ 2,000,000 $ 40,000 $ - $ 2,040,000 TOTAL ASSIGNED RESERVES $ 81,850,000 $ 240,000 1 $ (4,000,000)1 $ 78,090,000