Loading...
HomeMy WebLinkAbout2025 05 12 Consent 300 - FY 2024-2025 Mid-year Budget AmendmentCONSENT AGENDA ITEM 300 CITY COMMISSION AGENDA | MAY 12, 2025 REGULAR MEETING TITLE FY 2024 - 2025 Mid-Year Budget Amendment SUMMARY The City Manager is requesting that the City Commission consider approval of Resolution 2025-06 amending the Fiscal Year 2024-2025 Budget. The City Charter provides the Commission may amend the budget by resolution. Only those funds requiring budget adjustments are included therein. The agenda item is needed to amend the budget for those funds which vary from the originally adopted budget. The amendment represents activity through April 30th, 2025. Additional budget amendments are anticipated in August and November. The majority of the amendments are necessary for one of the following reasons: accrual of revenues and expenses in the appropriate fiscal year. variations between budgeted (estimated) and actual revenues and expenditures. unanticipated agenda items with a fiscal/budget impact. Part of the normal course of operations during the year is the accrual of revenues and expenses. The accruals are necessary for aligning revenues and expenses with the fiscal period to which they are earned or incurred, respectively. In many areas, it is typical for some variances between budgeted figures and actual results. Furthermore, over the course of a fiscal year, various agenda items approved by Commission may lack specific language to amend the expenditure budget or the appropriation to/from fund balance. This resolution formalizes the fiscal impact of those actions. Shown in Attachment 1 of the Resolution are the budgeted ending fund balances for all funds requiring an amendment for the 2024-2025 fiscal year. Please note these are budgeted figures only. Audited financial statements which depict the official year-end balances will be available upon the conclusion of the FY 2024-2025 annual audit, which is scheduled to be presented in March of 2026. FUNDING SOURCE RECOMMENDATION Staff recommends the City Commission approve Resolution 2025-06 amending the FY 36 2024-2025 budget. 37 City of Winter Springs Resolution 2025-06 Page 1 of 2 RESOLUTION 2025-06 A RESOLUTION OF THE CITY COMMISSION OF THE CITY OF WINTER SPRINGS FLORIDA, AMENDING THE FISCAL YEAR 2024-2025 BUDGET; PROVIDING FOR SEVERABILITY, REPEAL OF PRIOR INCONSISTENT RESOLUTIONS, AND AN EFFECTIVE DATE. WHEREAS, Section 7.05 of the City Charter provides that the annual City budget may be amended by Resolution duly adopted by the Commission; and WHEREAS, the City Commission of the City of Winter Springs deems that this Resolution is in the best interests of the public health, safety, and welfare of the citizens of Winter Springs. NOW, THEREFORE, BE IT RESOLVED BY THE CITY COMMISSION OF THE CITY OF WINTER SPRINGS, SEMINOLE COUNTY, FLORIDA, AS FOLLOWS: Section 1. Incorporation of Recitals. The foregoing recitals are deemed true and correct and are hereby fully incorporated by this reference. Section 2. That the Fiscal Year 2024-2025 City Budgets are amended as provided in Attachment 1 hereto. Section 3. Repeal of Prior Inconsistent Resolutions. All prior resolutions or parts of resolutions in conflict herewith are hereby repealed to the extent of the conflict. Section 4. Severability. If any section, subsection, sentence, clause, phrase, word, or portion of this Resolution is for any reason held invalid or unconstitutional by any court of competent jurisdiction, such portion shall be deemed a separate, distinct and independent provision and such holding shall not affect the validity of the remaining portion hereto. Section 5. Effective Date. This Resolution shall become effective immediately upon adoption by the City Commission of the City of Winter Springs, Florida. RESOLVED by the City Commission of the City of Winter Springs, Florida, in a regular meeting assembled on the 12th day of May, 2025. ATTEST: __________________________________________ KEVIN McCANN, Mayor 38 City of Winter Springs Resolution 2025-06 Page 2 of 2 _____________________________________ CHRISTIAN GOWAN, City Clerk Approved as to legal form and sufficiency for the City of Winter Springs only: _____________________________________ ANTHONY A. GARGANESE, City Attorney 39 Attachment 1 - Budget Amendment Detail Resolution 2025-06 General Fund Funds not included in this summary do not require a budget amendment HELPFUL TOOLS: Fiscal Year 2024-2025 Original Budget as approved by City Commission on 9/23/24 Public Hearing 401. Difference in Beg Fund Bal Projected to Actual Actual Beg Fund Balance General Fund #001: As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $9,085,506 $2,832,135 $11,917,641 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($2,034,400) 9/30/25 Budgeted Ending Fund Balance $7,051,106 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $2,832,135 Revenue Neutral: Grants/Donations: FDLE Jag Grant (21) $17,227 Increase Machinery & Equipment (21) ($17,227) FMIT Safety Grant (21) $6,000 Increase Small Tools (21) ($6,000) Energy Efficiency Grant Voucher Program (00) $74,520 AC Replacements Approved by Voucher Program Consent 305 10.28.24 (16) ($74,520) $0 Community Events: Recognize revenue budget - Winter Wonderland $22,020 Establish expenditure budget - Winter Wonderland (7400) ($22,020) Recognize revenue budget - Hometown Harvest $16,500 Establish expenditure budget - Hometown Harvest (7400) ($16,500) Recognize revenue budget - Celebration of Freedom $47,640 Establish expenditure budget - Celebration of Freedom (7400) ($47,640) Recognize revenue budget - Spring Festival $5,220 Res 2025-01 Establish expenditure budget - Spring Festival (7400) ($5,220) Res 2025-01 $0 Inter-departmental transfers: Other: Inter-departmental transfer FROM Dep't 15 (1520) Comm Dev - Vehicle Replacement ($52,000) Inter-departmental transfer FROM Dep't 16 (1935) Facilities - Vehicle Replacement ($50,000) Inter-departmental transfer FROM Dep't 72 Parks - Vehicle Replacement ($50,000) Inter-departmental transfer TO Dep't 41 Public Works - Vehicle Replacement (4110) Adjusted after fleet review $152,000 $0 Fiscal Year 2024 Purchase Order/Budget Rollovers: Increase Parks Consulting Rollover PO for CWP Master Plan (72) ($123,324) Increase Gen Government/Finance Consulting Rollover PO for Hurricane Ian Closeout ($40,000) ($163,324) Revisions to Original Budgeted Appropriation TO (FROM ) Fund Balance ($163,324) REVISED 9/30/24 Budgeted Ending Fund Balance $9,719,917 FY 24 Mid-Year Budget Amendment Attachment 1 40 Attachment 1 - Budget Amendment Detail Resolution 2025-06 Other Governmental Funds Difference in Beg Fund Bal Projected to Actual Actual Beg Fund Balance Police Education Fund #101 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $17,567 $12,295 $29,862 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($2,240) 9/30/25 Budgeted Ending Fund Balance $15,327 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $12,295 Traffic Revenue $24,974 Revisions to Original Budgeted Appropriation TO (FROM) Fund Balance $37,269 REVISED 9/30/24 Budgeted Ending Fund Balance $52,596 Special Law Enforcement Fund - Local #102 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $26,157 $8,487 $34,644 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($13,130) 9/30/25 Budgeted Ending Fund Balance $13,027 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $8,487 Confiscation Revenue $8,108 Revisions to Original Budgeted Appropriation TO (FROM) Fund Balance $16,595 REVISED 9/30/24 Budgeted Ending Fund Balance $29,622 Road Improvement (Infrastructure Surtax)Fund #121 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $8,098,998 $1,740,385 $9,839,383 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($2,675,000) 9/30/25 Budgeted Ending Fund Balance $5,423,998 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $1,740,385 Discretionary Sales Surtax Revenue 3rd Gen (Additional Over Budgeted Amount - Real)$370,000 Discretionary Sales Surtax Revenue 4th Gen (Not Budgeted at time of Adoption - Real)$708,000 Discretionary Sales Surtax Revenue 4th Gen (Not Budgeted at time of Adoption -Estimated)$892,000 Federal Grant Revenue (NRCS - Creek Sediment and Debris Removal)$459,202 Rollover PO for Stormwater Improvement Program - Kimley Horn Tasks 1-5 - (Reg 502 2.26.24, Reg 500 6.24.24)($662,000) Federal Grant Revenue (NRCS - Moss Park Creek Bank Stabilization)$571,965 Revisions to Original Budgeted Appropriation TO (FROM) Fund Balance $4,079,552 REVISED 9/30/24 Budgeted Ending Fund Balance $9,503,550 TLBD Maintenance Fund #160 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $83,343 $252,754 $336,097 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($82,504) 9/30/25 Budgeted Ending Fund Balance $839 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $252,754 Increase Insurance Settlement Proceeds $43,443 Res. 2025-01 Increase CIP, Project delayed due to Hurricane Milton (Rollover PO)($200,000)Res. 2025-01 Increase Insurance Settlement Proceeds $4,980 Increase CIP , North Fountain Repair ($45,000) Revisions to Original Budgeted Appropriation TO (FROM) Fund Balance $56,177 REVISED 9/30/24 Budgeted Ending Fund Balance $57,016 HELPFUL TOOLS: Fiscal Year 2024-2025 Original Budget as approved by City Commission on 9/23/24 Public Hearing 401. FY 24 Mid-Year Budget Amendment Attachment 1 41 Attachment 1 - Budget Amendment Detail Resolution 2025-06 Other Governmental Funds Difference in Beg Fund Bal Projected to Actual Actual Beg Fund BalanceHELPFUL TOOLS: Fiscal Year 2024-2025 Original Budget as approved by City Commission on 9/23/24 Public Hearing 401. Oak Forest Maintenance Fund #161 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $81,175 $21,893 $103,068 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($24,003) 9/30/25 Budgeted Ending Fund Balance $57,172 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $21,893 Increase Contract/Administrative for Assessment District Rate Study ($16,000) Revisions to Original Budgeted Appropriation TO (FROM) Fund Balance $5,893 REVISED 9/30/24 Budgeted Ending Fund Balance $63,065 1999/2011 Debt Service Fund #202 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $1,333,463 $2,556 $1,336,019 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($42,505) 9/30/25 Budgeted Ending Fund Balance $1,290,958 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials $2,556 Increase in Consulting for Arbitrage Calculation Due FY25 by PFM ($1,000) Revisions to Original Budgeted Appropriation TO (FROM) Fund Balance $1,556 REVISED 9/30/24 Budgeted Ending Fund Balance $1,292,514 FY 24 Mid-Year Budget Amendment Attachment 1 42 Attachment 1 - Budget Amendment Detail Resolution 2025-06 Enterprise Funds Net Capital, Restricted, NPL Difference in Beg Fund Bal - Projected to Actual Actual Ending Fund Equity Water & Sewer Operating Fund #410 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $7,077,536 $25,824,762 $15,578,481 $48,480,779 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($4,501,169) 9/30/25 Budgeted Ending Fund Balance $2,576,367 W&S Svc Avail Fund $6,370,977 ACFR combines 410, 412 $54,851,756 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): $15,578,481 Increase CIP Budget, Approved 12.11.23 Item 500 Budget (Rollover PO) for Waste Water Treatment Plant Design ($5,452,000) Res 2025-01 Increase Debt Proceeds from Approval of State Revolving Design Loan 01.10.25 $5,452,000 Res 2025-01 Increase CIP Budget, Approved 12.11.23 Item 500 Budget (Rollover PO) for Waste Water Treatment Plant Design ($3,457,045) Res 2025-01 Defer to FY26 CIP Budget, Approved 12.11.23 Item 500 Budget (Rollover PO) for Waste Water Treatment Plant Design $5,425,200 Defer to FY26 Debt Proceeds from Approval of State Revolving Design Loan 01.10.25 ($5,452,000) Defer to FY26 CIP Budget, Approved 12.11.23 Item 500 Budget (Rollover PO) for Waste Water Treatment Plant Design $3,457,045 Increase CIP Budget for CMAR Preconstruction Services on Reg 05.12.25 (585,346) Rollover FY24 PO for West WRF Disk Filter Reg 500 Approved 4.29.24 (366,085) Recognize Grant Revenue from Hurricane Ian FEMA Reimbursement 240,679 Revisions to Original Budgeted Appropriation TO (FROM) Fund Equity $14,840,929 $17,417,296 Stormwater Utility Fund #411 As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $1,010,347 $7,319,133 $194,581 $8,524,061 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($746,845) 9/30/25 Budgeted Ending Fund Balance $263,502 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): $194,581 Recognize Grant Revenue from Hurricane Ian FEMA Reimbursement $163,080 Revisions to Original Budgeted Appropriation TO (FROM) Fund Equity $357,661 $621,163 Water and Sewer Service Availability Fund #412: As approved by City Commission on 9/23/24. Public Hearing Item 401: 10/1/24 Budgeted Beginning Fund Balance $5,408,387 $962,590 $6,370,977 FY 2025 Budgeted Appropriation TO (FROM ) Fund Balance ($410,000) 9/30/25 Budgeted Ending Fund Balance $4,998,387 Amendments to be approved tonight to Original FY 2024-2025 Budget (as approved on 09/23/24): $962,590 Align Service Availability revenue budget with YTD actuals $100,000 Revisions to Original Budgeted Appropriation TO (FROM) Fund Equity $1,062,590 $6,060,977REVISED 9/30/24 Budgeted Ending Fund Balance Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials HELPFUL TOOLS: Fiscal Year 2024-2025 Original Budget as approved by City Commission on 9/23/24 Public Hearing 401. Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials REVISED 9/30/24 Budgeted Ending Fund Balance Difference in Beginning Fund Balance FROM projected to actual as shown in 9/30/24 Year-End Financials REVISED 9/30/24 Budgeted Ending Fund Balance FY 24 Mid-Year Budget Amendment Attachment 1 43