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CC 11-19-2024 Item No. 14. First Quarter Financial Report FY 2024-25_Supplemental Report1 CITY COUNCIL STAFF REPORT SUPPLEMENTAL 1 Meeting: November 19, 2024 Agenda Item #14 Subject City Manager’s First Quarter Financial Report for Fiscal Year (FY) 2024-25 Recommended Action A. Accept the City Manager’s First Quarter Financial Report for Fiscal Year 2024-25; and B. Adopt Resolution No. 24-XXX approving Budget Modification No. 2425-367, increasing appropriations by $331,128 fund by unassigned fund balance Background: The below table corrects the First Quarter Budget Adjustments table in the staff report to correct the spelling of chief. Fund Department Revenue Expenditure Change in Fund Balance Proposal GENERAL FUND 100 General Fund Admin Services - 50,000 (50,000) Chief Negotiator for successor agreements 100 General Fund Admin Services - 75,000 (75,000) General Liablity potential settlement costs 100 General Fund Admin Services - 10,000 (10,000) American Sign Language Translation Services 100 General Fund Innovation & Technology - 314,998 (314,998) Correctly allocate deleted IT Manager (see reduction in internal service funds) 100 General Fund Public Works - 36,822 (36,822) Purchase of a new bio holding tank 100 General Fund Public Works - 25,000 (25,000) Replace structural column and foundation at materials bunker 100 General Fund Public Works - 24,490 (24,490) Replace leaking fire hydrant at Creekside 100 General Fund Public Works - 41,246 (41,246) QCC Spot Coolers Purchase - 577,556 (577,556) SPECIAL REVENUE FUNDS 260 Community Development Block Grant Community Development - 53,570 (53,570) Develop the 2025-2030 Consolidated Plan - 53,570 (53,570) INTERNAL SERVICE FUNDS 610 Innovation & Technology Innovation & Technology - (314,998) 314,998 Correcting position elimination 610 Innovation & Technology Innovation & Technology - 15,000 (15,000) Overtime - (299,998) 299,998 TOTAL ALL FUNDS -$ 331,128$ (331,128)$ TOTAL GENERAL FUND TOTAL SPECIAL REVENUE FUNDS TOTAL INTERNAL SERVICE FUNDS 2 Staff’s responses to questions received from councilmembers are shown in italics. Q1: In the past, the Q1 report for work program items are also included. Please include that. (Council member Chao) Staff Response: The City Work Program Q1 report was published separately as an informational memorandum on October 24, 2024. This can be found at the Informational memos web page and the City Work Program web page. All project updates are also reflected on the City Work Program Dashboard. Q2: The staff report states "City staff recommends adjustments of $331,128 in new appropriations, funded by one-time unassigned fund balance." I looked for the total " $331,128" in the staff report and did not find where else it occurred. Please list the new appropriations, which totals " $331,128". (Council member Chao) Staff Response: The following table along with detailed descriptions of items requested are on page 23 of the staff report. This same chart can also be found in the First Quarter Financial Report (Attachment A) Q3: Staff report states "Throughout FY 2015-16 through FY 2024-25, the City applied for 43 competitive grants totaling $54.5 million. To date, the City has been awarded $32.4 million. Also, during FY 2021-22 through FY 2024-25 the City applied for 26 non-competitive grants totaling $4.6 million." I see a list of current grants in Attachment H. Please provide the list of the 43 grants applied in the ten years from FY 2015-16 through FY 2024-25 and which ones are granted for how much. Please include the matching fund required from the city for each grant. (Council member Chao) Staff Response: Attachment H details the status and dollar amount for the 43 Competitive Grants. The first grant tracking list originally captured all competitive grants applied for during two fiscal years (FY 2021-22 and FY 2022-23). Since then, staff has reported on grants applied for through the current fiscal year. Although the grants in the spreadsheet reflect 43 competitive grants, this list 3 may not include every grant applied for during FY 2015-16 through FY 2020-21. Any matching fund requirements have been added to the tracking spreadsheet, which is provided as an attachment to this document. Attachments Provided with Original Staff Report: A – Fiscal Year 2024-25 First Quarter Financial Report B – Draft Resolution C – Description of Carryovers and Adjustments as of September 30, 2024 D – Description of Budget Transfers as of September 30, 2024 E – First Quarter Recommended Budget Adjustments F – FY 2023-24 Special Projects Update G – FY 2024-25 First Quarter Special Projects Update as of September 30, 2024 H – Competitive and Non-Competitive Citywide Grants Tracking I – FY 2024-25 First Quarter CIP Project Status Attachments Provided with Supplemental 1: J – Competitive Grants Revised