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HomeMy WebLinkAbout03/02/87"'Tis easy to see, hard to foresee." -Ben Franklin AGENDA SPECIAL MEETING HERMOSA BEACH Monday, March 2, MAYOR John Cioffi MAYOR PRO TEM Etta Simpson COUNCILMEMBERS Tony DeBellis Jim Rosenberger June Williams 1987 Council 7:30 p.m. All Council meetings are open Complete agenda materials .are the Police Department, Public Clerk. CITY COUNCIL Chambers, City Hall CITY CLERK Kathleen Midstokke CITY TREASURER Norma Goldbach CITY MANAGER Gregory T. Meyer CITY ATTORNEY James P. Lough to the public. PLEASE ATTEND. available for public inspection in Library and the Office of the City PLEDGE OF ALLEGIANCE ROLL CALL: 1. 1985-86 FINANCIAL AUDIT, DATED SEPTEMBER 22, 1986 AND REPORT ON INTERNAL ACCOUNTING CONTROL AND MEMORANDUM OF ADVISORY COMMENTS DATED SEPTEMBER 22, 1986 FROM CITY AUDITOR GRANT THORNTON WITH RECOMMENDATIONS: A. FROM CITY MANAGER GREGORY T. MEYER DATED FEBRUARY 25, 1987 TO ACCEPT THE AUDIT, AND; FROM FINANCE ADMINISTRATOR VIKI COPELAND, DATED JANUARY 8, 1987 TO IMPLEMENT REVISIONS TO INTERNAL FINANCIAL CONTROLS. 2. 1986-87 MID -YEAR BUDGET REVIEW WITH CONSIDERATION OF MODIFYING REVENUES, EXPENDITURESAND FUNDS AS REPRESENTED BY THE RECOMMENDED REVISION TO THE ESTIMATED REVENUES, RECAP OF EXPENDITURES AND BUDGET SUMMARY BY FUND SHEETS AS ATTACHED. Memorandum from City Manager Gregory T. Meyer dated February 26, 1987. RECOMMENDED CHANGES IN REVENUES: INCREASE GENERAL FUND REVENUES: TRANSFER FROM GENERAL FUND TO SEWER FUND TRANSFER FROM GENERAL FUND TO TRANSIT FUND, EFFECTIVE JULY 1, 1986 CLOSE OUT THE DEBT SERVICE FUND AND TRANSFER THOSE MONIES OF $ 65,005 TO THE GENERAL FUND AND CREATE A DEBT SERVICE DESIGNATION OF THAT AMOUNT CLOSE OUT THE CAPITAL IMPROVEMENT FUND TRANSFERING THOSE MONIES TO THE GENERAL FUND AND CREATE A DESIG- NATION FOR CAPITALIMPROVEMENTS IN THE AMOUNT OF $ 522,706; APPROPRIATE AN ADDITIONAL $ 100,000 TO THE ASSET REPLACEMENT GENERAL FUND RESERVE DESIGNATION -FOR THAT PURPOSE; APPROPRIATE $ 150,000 ADDITIONAL TO THE INSURANCE FUND; APPROPRIATE $ 21,314 TO THE CDBG FUND; G. DESIGNATE $ 100,000 FROM THE GENERAL FUND TOWARD PROSPECT PARK LAND ACQUISITION DESIGNATE $ 50,000 FROM THE Pt.4K & RECREATION FACILITIES FUND TOWARD PROSPEuT PARK LAND ACQUISITION; ul� ▪ RECOMMENDED CHANGES IN EXPENDITURES: 1. INCREASE FIRE DEPARTMENT SALARIES APPROPRIATION BY $ 101,000 2. APPROPRIATE AN ADDITIONAL $ 40,000 TO PROSPECTIVE EXPENDITURES . APPROPRIATE $ 12,000 TO PUBLIC WORKS, PARKS FOR ATSF PROPERTY TAX PAYMENTS OF 1986 '87 . APPROPRIATE $ 37,824 TO THE INSURANCE FUND FOR STATE UNEMPLOYMENT INSURANCE EXPENSES; • APPROPRIATE $ 5,258 TO THE INSURANCE FUND FOR MEDICARE EXPENDITURES, . APPROPRIATE $ 96,893 FROM THE PARKING FUND TO PAY OFF THE BARD STREET PROPERTY MORTGAGE (MADDEN PROPERTY).; • APPROPRIATE $ 8,750 TO THE POLICE DEPARTMENT FOR THE CITY TO RE -JOIN THE AUTOMATED WANTS AND WAR- RANTS SYSTEM; Memorandum from Public Safety Director Steve Wisniewski dated February 13, 1987. 8. APPROPRIATE $ 5,000 TO THE POLICE DEPARTMENT FOR RE -INSTITUTING A CRIME PREVENTION PROGRAM. Memo- randum from Public Safety Director Steve Wis- niewski dated February 17, 1987. 3. 1986-87 MID -YEAR REVIEW OF CAPITAL IMPROVEMENT PROGRAM. STATUS OF CAPITAL IMPROVEMENT PROJECTS WITH REC- OMMENDATION TO RECEIVE AND FILE THIS REPORT. Memo- randum from Public Works Director Anthony Antich dated February 19, 1987. 4. ADOPTING A SCHEDULE FOR CONSIDERATION OF THE 1987-88 BUDGET AND 1987-89 CAPITAL IMPROVEMENT PROGRAM. Memo- randum from Assistant City Manager Alana M. Mastrian dated February 17, 1987. 5. CONSIDERATION OF ASSIGNING RESPONSIBILITY FOR 1987 CITY COUNCIL GOALS AND DEVELOPING RELATED TASKS. Memorandum from City Manager Gregory T. Meyer dated February 26, 1987. ADJOURNMENT A x(26 F 31VA SP \17 -t -PS V-Lokj \\N\ \YQ C'_QA vs kioth -q1)\ ci? City of Hermosa Beach PUBLIC NOTICE SPECIAL MEETING - MARCH 2, 1987 NOTICE IS HEREBY GIVEN that the City Council of the City of Her- mosa Beach will on Monday, March 2, 1987, hold a Special Meeting for the purpose of acting on the following items: 1. 1985-86 Financial Audit and Management Letter with recom- mendation to accept Audit and implement revisions to Internal Financial Controls; 2. 1986-87 Mid -Year Budget Review with consideration of modify- ing Revenues & Expenditures; 3. 1986-87 Mid -Year Review of Capital Improvement Program; 4. Adopting a Schedule for consideration of the 1987-88 Budget; 5. Consideration of assigning responsibility for 1987 City Council Goals and developing related tasks. SAID MEETING TO BE HELD at 7:30 P.M., in the Council Chamber, City Hall, 1315 Valley Drive, Hermosa Beach, California. FOR FURTHER INFORMATION, please contact the Office of the City Manager at 376-6984, ext. 201. KATHLEEN MIDSTOKKE, City Clerk ER 2-19-87 HB548A Reader office is still receiv- ing mail addressed to your reply number after the number has expired, you must pay an additional $5 to renew it for 30 more days. While reply numbers are current, additional ads may be placed for the cost of the ad alone. HOW TO PLACE AN AD: Ads are not taken over the telephone. They must be legibly printed on a 3x5 card and either mailed in, or dropped in the ad box downstairs from the Easy Reader office, and accom- panied by payment. TO RESPOND TO AN AD: Address mail to Easy Reader reply number (please give number), c/o Easy Reader, P.O. Box 745, Hermosa Beach, CA 90254 a e. special woman will enjoy a life of luxury, travel, romance, and her life will be fill- ed with creative surprises and ex- periences. PO Box 1715, RB, 90278 3/19 RECENTLY RELOCATED Iowa farmgirl looking for a friend (SWM) who is in- telligent, energetic & has a sharp sense of humor. I'm 24, enjoy politics, sports, dancing & traveling. Photo w/letter responded to first. ER0082 15 SWF, late 20's, n/s, intelligent, attractive, warm-hearted, fun -loving, prof. seeks sincere, intelligent, prof., n/s, SWM, 25-45 for beachwalks, picnics, movies, volleyball, friendship... nothing serious. Please no drugs or weird attitudes. Send letter w/photo. will respond w/same. ER121 19 "Cowardly Lion" (Writer/diver) seeks young F travel or house -mate. Prefer at- tractive/sensitive. "Cowardly" is athletic, loyal, selective, sentimental & travel lover. Box 595, Venice. 90294 19 SINGLE M, lawyer, 31, 5'6", blonoJ, seeks attractive F friend for dinner, movies, camping, sailing, flying, romance optional, humor & blue jeans re- quired. Photo & phone please ER124 3/5 WANTED: Modern, warm hearted SWF, 22-35 for meaningful relationship. Must be sensitive, fun -loving, out going, open minded and intelligent. Please write SWM, 26, that likes the outdoors, adven- tures and fun. ER117. 19 ..r 532-1741 for reservations & show titles. 3/12 PANIC ATTACK, Agoraphobia support group. Join us in a totally safe emotional environment. Call Donna Kelley or Janice Held. 375-9500 19 IIIIlE®N Makes a great gift! •ART•SIGNS•DESIGNS Call 545.0988 For FREE estimates! REPAIRS TOO! SINGLES SYNERGY 500 of the most attractive over 40 singles in the South Bay. Introductions by mail. Modest fee. CaII Now: S41-0288 FOTO DATE 77red of tke Bar £ceno? Meet selective singles As seen on TV. Since 1964. Call 24 hrs. 426-1122 10% OFF WITH A i O0tober 21, 1986 REQUEST FOR AN EXTRA -BUDGETARY APPROPRIATION OF $5,000 FOR CRIME PREVENTION AND COMMUNITY AWARENESS PROGRAM RECOMMENDATION: It is recommended that City Council approve a $5,000 extra- budgetary appropriation for crime prevention and the Community Awareness Program (CAP) for the balance of the fiscal year. ABSTRACT: This will provide funding in the Crime Prevention Projects Ac- count for the purchase of additional multiuse (citywide) video equipment; and provide funds for the CAP cable television show. BACKGROUND: Last fiscal year (1985-86), Council authorized $5,000 for the CAP show startup, operating expenses, and equipment purchase. The police department was able to purchase video camera equipment from the funds. Besides police use for the show and crime scene availability, the equipment is being used to video (live) City Council meetings. The police department proposes to purchase a portable power pack and recorder for field use. This will allow use by building, planning and public works in taping in the field for presenta- tions, etc. Because of severe financial constraints at budget time -- and in order to meet the 5% reduction over the previous year's budget -- the request for crime prevention funding and CAP operating expen- ses was not presented in the budget package. This appropriation will also allow for some funding, although limited, for the lat- ter purposes. ANALYSIS: Although the financial constraints remain, we believe that con- sidering the multiuse this equipment purchase will provide all departments in the City, the investment is warranted and prudent. Potential uses in the future may include video-taping a personnel appeal in lieu of a costly court reporter, transcription delays, etc. The CAP cable television show has continued without even limited funding for incidental expenses. It is well received in the com- munity and is a valuable asset to the City and the police depart- ment. We shall continue to solicit financial support for the crime prevention project, including grants. In the interim, the limited funding request appears in order. Because of the shared use concept, we would recommend as funding source the Prospective Expenditures account. Respectfully submitted, CONCUR: Steve S. Wisniewski Gregory T. Meyer Public Safety Director City Manager ATTACHMENTS: Letter from CAP Producer Edie Webber 2 October 21, 1986 Honorable Mayor and Members of the Hermosa Beach City Council: and Gregory T. Meyer, City Manager 1315 Valley Drive Hermosa Beach, CA. 90254 Dear Council Members: On behalf of all the volunteers involved in the "Community Aware- ness Program", we would like to take this opportunity to thank you for the attention and consideration the City and Coun- cil have shown us in the past. Because of the City's generosity, our program is now in its ninth month and doing better than any of us had expected. Our viewer- ship is increasing due to the informative programming and com- munity interest in crime prevention has improved greatly. The initial allocation of funding has enabled us to purchase camera equipment which not only served to broaden our Community Aware- ness Program, but has also been instrumental in televising City Council activities. We can now put together programs outside of Storer Cable's limited studios. In order to continue our fine program, money is necessary for additional equipment , show and set expenses. As we discussed last fiscal year, our needs will not exceed $5,000 for the rest of this year and 1987. Considering the many hours of volunteer time, such an amount is miniscule compared to the value of bene- fits our community receives in crime prevention and other infor- mation of a community nature. We come with hat in hand once again and hope you will consider our request of $5,000. If you have any questions or critiques of the program, we would be happy to speak with you. You are also welcome to come to Storer Studio on Monday nights to see the show live and first hand. We remain gratefully yours, ,e,, Edie Webber Director, Community Awareness Program October 21, 1986 Honorable Mayor•and Members of the Hermosa Beach City -Council: and Gregory T. Meyer, City Manager 1315 Valley Drive Hermosa Beach, CA. 90254 Dear Council Members: On behalf of all the volunteers involved in the "Community Aware- ness Program", we would like to take this opportunity to thank you for the attention and consideration the City and Coun- cil have shown us in the past. Because of the City's generosity, our program is now in its ninth month and doing better than any of us had expected. Our viewer- ship is increasing due to the informative programming and com- munity interest in crime prevention has improved greatly. The initial allocation of funding has enabled us to purchase camera equipment which not only served to broaden our Community Aware- ness Program, but has also been instrumental in televising City Council activities. We can now put together programs outside of Storer Cable's limited studios. In order to continue our fine program, money is necessary for additional equipment , show and set expenses. As we discussed last fiscal year, our needs will not exceed $5,000 for the rest of this year and 1987. Considering the many hours of volunteer time, such an amount is miniscule compared to the value of bene- fits our community receives in crime prevention and other infor- mation of a community nature. We come with hat in hand once again and hope you will consider our request of $5,000. If you have any questions or critiques of the program, we would be happy to speak with you. You are also welcome to come to Storer Studio on Monday nights to see the show live and first hand. We remain gratefully yours, zadda,_ Edie Webber Director, Community Awareness Program 1 CITY OF HERMOSA BEACH PUBLIC NOTICE SPECIAL MEETING - MARCH 2 , 1987 NOTICE IS HEREBY GIVEN that the City Council of the City of Hermosa Beach will on Monday, March 2, 1987, hold a Special Meeting for the purpose of acting on the following items: 1. 1985-86 Financial Audit and Management Letter with recommendation to accept Audit and implement revisions to Internal Financial Controls; 2. 1986-87 Mid -Year Budget Review with consideration of modifying Revenues & Expenditures; 3. 1986-87 Mid -Year Review of Capital Improvement Program; 4. Adopting a Schedule for consideration of the 1987-88 Budget; 5. Consideration of assigning responsibility for 1987 City Council Goals and developing related tasks. SAID MEETING TO BE HELD AT 7:30 P.M., in the Council Chamber, City Hall, 1315 Valley Drive, Hermosa Beach, California. FOR FURTHER INFORMATION, please contact the Office of the City Manager 376-6984, ext. 201. Run display 2-19-87 1 KATHLEEN MIDSTOKKE City Clerk Honorable Mayor and Members of the Hermosa Beach City Council February 25, 1987 City Council Meeting of March 2, 1987 1985 - 1986 CITY AUDIT RECOMMENDATION It is recommended that the City Council accept the 1985 - 1986 Financial Audit, dated September 22, 1986 as prepared by the out- side auditor, Grant Thornton. BACKGROUND The role of the outside auditor is a time honored one in city government and, in Hermosa Beach it has been our practice to an- nually audit the financial statements and encourage the Auditor to submit a Management Letter. Tonight you are being asked to accept the report from your out- side auditor, GRANT THORNTON. They have examined our financial records and transactions for the period July 1, 1985 through June 30, 1986. As a result of that examination they have issued their formal opinion and have further, as Council policy requires, sub- mitted a management letter to you regarding internal controls, suggestions for improvements, etc. ANALYSIS The audit found that our records and processes were being con- ducted appropriately and generally in conformity with good governmental accounting practices. No improprieties or embezzle- ments were discovered. And throughout the process city staff was cooperative and facilitative. And so the financial statements are submitted to you with the recommendation that you, by motion, formally accept them. Mr. Lee Strom of Grant Thornton was responsible for the conduct of this audit. He is here and able to answer any technical ques- tions you might have regarding either the financial statements or the management letter. Additionally, I would like to take a few moments during the meet- ing to review with you some of the financial numbers from the Audit. The attached charts will be used in that presentation on March 2. Gr or T. Meyer'" Ci■y Manager GTM/ld Attachments cc Executive Staff All Employee Groups la DETAILED BREAKDOWN OF JUNE 30, 1986 FUND BALANCE FUND BALANCE, JULY 1, 1985 E STIMATED EXCESS REVENUES OVER EXPENDITURES TRANSFER TO INSURANCE FUND EXCESS REVENUE E XPENDITURES UNDER BUDGET N ET TRANSFER FUND BALANCE AT END OF YEAR $ 21,235 $ 91,363 { $ 100,000 ) $ 467,333 $ 186,173 $ 186,720 $ 852,824 SIGNIFICANT 1985 - 1986 EXPENSES LESS THAN BUDGETED RETIREMENT GEN. APPROP PROS. EXPEND POLICE $ 59,551 $ 37,124 $ 61,458 $ 30,190 SIGNIFICANT 1985-1986 REVENUES MORE THAN BUDGETED PRIMARY CONTRIBUTING FACTORS GENERAL FUND 467,333 P ROPERTY TAXES U TILITY USERS TAX S UPPLEMENTAL ROLL S ALES TAX ADJUST B UILDING PERMITS P LUMBING PERMITS FINES -FORFEITURES O THER MOTOR VEHICLE FEES CIGARETTE TAX SUPPLEMENTAL SUBVENT PLAN CHECK RESIDENTIAL INSP INTEREST $ 28,749 $ 42,800 $ 34,865 $ 85,000 $ 53,497 $ 11,017 $ 9,970 $ 30,691 $ 72,027 $ 6,249 $ 7,868 $ 51,345 $ 5,345 $ 27,910 PARKING FUND $ 325,496 COURT FINES METERS VPD LEASE $ 286,829 9,499 $ 21,004 OTHER $ 8,164 PARKING FUND ANALYSIS 1985 - '86 BUDGET REVENUES MINUS EXPENSES WERE TRANSFER IN MORE THAN BUDGET TRANSFERRED TO GENERAL FUND $ 307,985 $ 5,254 $ 313,239 COURT FINES VPD LEASE METERS - PARKING $ 286,829 $ 21,004 $ 9,449 OTHER VARIANCES IN ACCOUNTS $ 8,164 TOTAL $ 325,496 EXPENDITURES OVER BUDGET ( $6,353 ) TRANSFER IN ($5,254) OTHER ADJUSTMENTS ( $650 ) RESULTANT $ 313,239 Honorable Mayor and Members of the Hermosa Beach City Council January 8, 1987 City Council Meeting of March 2, 1987 1985-86 REPORT ON INTERNAL ACCOUNTING CONTROL (MANAGEMENT LETTER) GRANT THORNTON RECOMMENDATION It is recommended that the City Council accept the staff recommendation relating to the Report on Internal Accounting Control submitted by Grant Thornton for fiscal year 1985-86. Staff recommends the following: FIXED ASSETS Funds have been provided in the 1986-87 Finance Department budget for appraisal of fixed assets and software to allow integration of the information with the financial management system. The RFP for fixed assets is in the planning stage. It is intended that the contracting vendor will work closely with the City's auditors to guarantee satisfaction with the resultant product, thereby eliminating this qualification on the City's financial statement. SEGREGATION OF DUTIES Items (1) and (2) can be successfuly implemented at this time without waiting for an opportunity via a newly hired employee. GENERAL LONG TERM DEBT Accounts have been set up and can be utilized to implement this recommendation. RECEIVABLES This one error was an oversight. A review process has been established to prevent reoccurrence. PREPAID INSURANCE This account has been established and will be utilized when appropriate. OPERATING TRANSFERS A method to differentiate between transfers has been developed and discussed with the auditors. It is recommended that this method of memo notation and quarterly reconciliation of interfund transfers be implemented. 1 111 DEBT SERVICE AND CAPITAL PROJECTS FUNDS It is recommended that, consistent with the audit recommendation, these funds be eliminated and amounts transferred to the General Fund, with designations therein for these purposes. INTERNAL SERVICE FUND All insurance accounts have been budgeted in the Internal Service Fund for 1986-87. The accountant is in the process of establishing service charges to the departments for insurance to enable the fund to function in a manner consistent with the fund type. ELECTRONIC DATA PROCESSING The General Services Director has indicated that these items have been discussed at length with the audit staff and all will be addressed within this calendar year. Concur: Gr=gor T. M yer Ci'y Mana:er -'2 - Viki Copeland Finance Administrator Honorable Mayor and Members of the Hermosa Beach City Council February 26, 1987 Special, Adjourned City Council Meeting of March 2, 1987 1986 - 1987 MID -YEAR BUDGET REVIEW RECOMMENDATIONS: It is recommended that the City Council: 1. Receive and File this report; 2. Adopt the attached revised Recap of Expenditures; 3. Adopt the attached revised Budget Summary By Fund; 4. Adopt the attached revised Revenue Estimates By Fund 5. Adopt a City Council instruction that, for the 1987 - 1988 budget the City Manager should seek to prepare a budget that includes an amount equal to 3% of the recommended General Fund operating budget in a Contingency Fund. BACKGROUND This is the sixth formal mid -year budget review for the City of Hermosa Beach. It's purpose is to look at the overall budget after one-half of the fiscal year and make recommendations for necessary modifications. Those departments which have expended more than 50% in the first half of the fiscal year are: PERCENTAGE DEPARTMENT PERCENTAGE DEPARTMENT 65.9 Insurance 58.9 Fire Other than for the Fire and Insurance Departments, it appears that all other departments will stay within budget for the remainder of the fiscal year. The recommended adjustments are: Fire + $ 101,000 Insurance + $ 43,082 1 r A}ALYSIS At the mid -point in the fiscal year we have spent 46.87 of the budget allocations and received 52.7% of the anticipated General Fund revenue. At this point last year, expenditures were 487 and income was 57.770. As reported in the City Treasurer's Report for December 31, 1986, the General Fund balance was $ 1,201,284; last year at that same time the balance was S 1,074,748 and the year prior to that there was a deficit of S 568,143 at the mid -year. Clearly then the tide has been turned and we are edging into financial solvency. This is a cumulative effect from prudent management, fiscal constraints and aggressively seeking appropriate revenues by recovering costs reasonably borne for services provided. The Budget Summary By Fund, as currently enacted anticipated a June 30, 1987 all Fund balance of $ $ 2,309,272. We now anticipate that the ending balance will be $ 3,194,611. Overall this is a significant improvement in our financial position. It does not, however, mean that we are "out of the woods". By way of reference, the actual year end all Fund balance amount for June 30, 1978 was $ 4,419,652. In looking specifically at the General Fund, it would be prudent to have a contingency Fund of at least 37 of the operating budget. Such a determination is a matter of legislative policy. In recent years we have had no Contingency Fund. However, this is a common practice among the South Bay cities. Were that done for this fiscal year it would amount to approximately $ 230,000. Taking into account the revenue and expenditure estimates contained in this report and the several appropriation recommendations, the remaining unappropriated monies as of June 30, 1987 is estimated to be $ 73,038. What it will actually be is of course dependent on revenues and expenditures for the remainder of the year. REVENUES The attached revision to the Revenues indicates a net increase of $ 264,797. As can be seen from the listing this is caused by a number of adjustments. Predominantly it is the result of a surge in building/development related income. It is not anticipated that this will be re -occurring. On the other hand, sales tax is estimated to be less than we originally estimated. EXPENDITURES Expenditures are generally within guidelines. The operating departments are doing a good job. However, some adjustments are necessary: 1. Fire Department salaries will be $ 101,000 more than budget due to overtime, FLSA etc.; 2. Prospective Expenditure monies spent during the first six months aggregated $ 87,164. Only $ 12,836 remains. It would appear prudent that an additional $ 40,000 be allocated; 3. Monies were not allocated for the current year ATSF property taxes; the bills have been received so $ 12,000 is required; 4. Our Unemployment Insurance costs are a function of payroll costs. This is our first year under this formula; in the first half of the year almost all of the budget monies have been expended. An add- itional $ 37,824 is required; 5. We are now required to pay Medicare costs on new hires only. This is a part of the federal govern- ments way of "shedding" their financial burden. It was difficult to estimate this cost; we now require an additional $ 5,258 to cover the remainder of the fiscal year; 6. As a matter of fiscal prudence it would be good for us to reduce our debts that involve interest payments. Since 1980 this sort of debt has been growing since we lacked the financial wherewithal to pay cash for our various capital needs. We can now begin to reverse that process. In examining these debts it appears that the first of these ought to be paying off the mortgage on the Bard Street property acquisition. We owe $ 96,893; paying it off would preclude about $ 40,000 in interest payments; it can be done without any penalty payments. It is therefore recommended. 7. Rejoining AWWS seems prudent, see the attached memorandum from the Director of Public Safety. We can afford ($ 8,750) to do so and it will be beneficial to dealing with criminal violators. 8. Earlier in the fiscal year the City Council, as a matter of policy, instructed us to examine how we might return to a formal program of crime prevention. We have done so, see the attached memorandum from Public Safety Director Wisniewski. The cost is minimal ($ 5,000); it is recommended. FUNDS Several adjustments are needed. Specifically: 1. On the basis that UUT'income is greater than originally anticipated, increase the sewer allocation, transferring from General to the Sewer Fund $ 99,005. Our sewer needs are immense; this will be an assist toward cap- italizing replacement as already prioritized; 2. $ 44,833 needs to be transfered from the General Fund to the Transit Fund to render the balance consistent with the audited Prop A balance. 3. The Auditors have recommended elimination of the Debt Service Fund since payments are not being made from the Fund. Staff concurs. It is recommended that a transfer from Debt Service to General Fund in the amount of $ 65,005 be made and then designate that amount as a Reserve for that purpose; 4. The Auditors have recommended elimination of the Capital Improvement Fund. Staff concurrs. In 1979 the Capital Improvement Funds had a combined balance of $ 577,532. It is therefore recommended that $ 522,706 be so designated; 5. The Asset Replacement concept was formally adopted as a part of the MSI report whereby the Council imposed "costs reasonably borne" for various services. As a part of that program we are obligated to set aside funds for asset replacement. To date we've only reserved $ 20,000. It is recommended that an additional $ 100,000 be so designated; 6. Monies need to be formally set aside for the acquisition of surplus school property at the former Prospect School site. As envisioned by staff $ 250,000 can be obtained as follows: $ 100,000 from the already designated Open Space restricted monies (Oil fee income), $ 50,000 from the Park & Recreation Facilities Fund and $ 100,000 from the General Fund. While the acquisition is not yet agreed to by the seller, it would be prudent for us to encumber funds to match what we have offered. It is therefore recommended. 7. Increase the Insurance Fund reserve by $ 150,000. This is necessary to have an adequate Retention for our Liability, Property and Workers' Compensation policies. 8. Transfer from the General Fund to eliminate the deficit in the Community Development Block Grant Fund ($ 21,314). In a prior year a transfer from the General Revenue Sharing Fund for a CDBG project was not made, thereby creating a deficit. REMAINDER OF THE BUDGET YEAR The focus will, of course, be to ensure that the authorized tasks and projects are completed within the adopted budget. In addition a priority will be given to the following: 1. Completion of all authorized Capital Improvement Projects; - 4 2. Obtainng back our ,Building Permit authority from the California Coastal Commission; 3. Analyzing the pros and cons of a City Charter; and 4. Moving ahead with the City's hydrocarbon recovery program. CONCLUS ION Preparation of this document was possible only because of the extensive efforts by all members of the management team. I am most appreciative of those efforts. Through their diligence we have prudently expended monies, met the Council's adopted objectives for the first half of the year and have now carefully commenced to realize a fiscal solvency not seen here in many a year. A a ( Greory Meyer Ci Manager GTM/ld Attachments cc All Department Heads 5 GENERAL FUND - DEPARTMENT CITY COUNCIL CITY CLERK/RECORDS ELECTIONS LEGAL - ATTORNEY LEGAL - PROSECUTOR CITY TREASURER CITY MANAGER FINANCE/ADMINISTRATION PERSONNEL CABLE TV DATA PROCESSING BUSINESS LICENSE GENERAL APPROPRIATIONS EMPLOYEE HEALTH BENEFITS RETIREMENT PROSPECTIVE EXPENDITURES ADVERTISING POLICE FIRE ANIMAL CONTROL CIVIL DEFENSE STREET MAINTENANCE PLANNING PLANNING COMMISSION BUILDING PUBLIC WORKS ADMINISTRATION BOARD OF APPEALS BUILDING MAINTENANCE EQUIPMENT SERVICE COMMUNITY RESOURCES COMMUNITY RESOURCES COMMISSION CHILD ABUSE PARKS CAPITAL IMPROVEMENT PROJECTS TOTAL RECAP OF EXPENDITURES 1986 - 87 MIDYEAR BUDGET REVIEW EXPENDITURES 56,083 41,205 11,200 197,050 27,368 28,647 112,831 213,554 84,803 3,418 262,039 68,582 30,226 393,646 975,962 52,836 8,001 2,283,107 1,011,909 77,448 10,953 220,840 120,327 5,980 280,411 204,767 285 278,877 83,031 217,601 190 23,750 195,650 95,820 7,678,397 SPECIAL FUND - DEPARTMENT STREET LIGHTING FUND STREET LIGHTING DIVISION CAPITAL IMPROVEMENT PROJECTS PARKING FUND VEHICLE PARKING DISTRICT PARKING ENFORCEMENT CAPITAL IMPROVEMENT PROJECTS COMM CTR. PKG STRUCTURE STATE GAS TAX FUND MEDIANS TRAFFIC SAFETY CAPITAL IMPROVEMENT PROJECTS PARKS RECREATION FACILITY TAX FUND CAPITAL IMPROVEMENT PROJECTS GENERAL REVENUE SHARING CAPITAL IMPROVEMENT PROJECTS PROPOSITION A FUND GRANT FUND CAPITAL IMPROVEMENT PROJECTS CROSSING GUARD DISTRICT SEWER FUND SEWER/STORM DRAIN CAPITAL IMPROVEMENT PROJECTS INSURANCE FUND CITY INSURANCE WORKER'S COMPENSATION UNEMPLOYMENT INSURANCE MEDICARE EXPENDITURES 379,565 236,500 321,464 750,161 35,063 10,000 133,832 89,969 130,264 206,534 43,302 201,885 636,405 71,370 105,615 737,460 221,500 161,938 74,574 5,258 OTHER FUND TOTAL 4,552,659 GRAND TOTAL 12,231,056 2 (2) CITY OF HERMOSA BEACH BUDGET SUMMARY BY FUND 1986 - 87 MIDYEAR BUDGET REVIEW ESTIMATED ESTIMATED PROPOSED TRANSFER ESTIMATED FUND BALANCE REVENUE EXPENDITURES IN - (OUT) FUND BALANCE JUNE 30, 1986 1986-1987 1986-1987 JUNE 30, 1987 001 GENERAL FUND 852,824 7,441,578 7,678,397 1,830,814 (1,413,985) 1,032,834 * 105 LIGHTING 1,309,873 473,606 616,065 (147,995) 1,019,419 110 PARKING FUND -0- 2,084,904 1,116,688 (968,216) -0- 115 STATE GAS TAX 462,118 350,814 354,065 100,351 (189,642) 369,576 120 COUNTY GAS TAX 47,611 90,288 (88,588) 49,311 * Fund balance includes Designation for: Asset Replacement Capital Improvements Parking Facility Unappropriated 120,000 522,706 5,254 73,038 Open Space Acquisition/Maintenance Prospect Park Acquisition Debt Service Affordable Housing $100,000 100,000 65,005 46,831 73,038 2 (3) 1 ESTIMATED ESTIMATED PROPOSED TRANSFER ESTIMATED FUND BALANCE REVENUE EXPENDITURES IN - (OUT) FUND BALANCE JUNE 30, 1986 1986-1987 1986-1987 JUNE 30, 1987 125 PARK RECREATION FACILITIES 210,770 198,466 206,534 8,976 (80,000) 131,678* 130 REVENUE SHARING 97,271 13,907 43,302 8,290 76,166 140 CDBG (29,217) 7,903 21,314 -0- 145 PROPOSITION A FUND 59,863 201,980 201,885 44,833 104,791 150 GRANT FUND 3,353 568,840 636,405 84,951 3,473 (17,266) 155 CROSSING GUARD (10,098) 76,595 71,370 (4,250) (9,123) 160 SEWER FUND 314,435 66,089 843,075 664,005 166,486 (34,968) 205 DEBT SERVICE 169,610 3,031 (172,641) -0- 305 CAPITAL IMPROVEMENT 254,700 4,553 (259,253) -0- 705 INSURANCE FUND 100,000 463,270 613,270 250,000** TOTAL 3,843,113 11,582.,_554, * Fund balance includes designation for Prospect Park $50,000 ** Fund balance includes reserve for self-insured retention $250,000 12,231,056 3,194,611 L. L l., `.. L �b / 2 • Honorable_May_or_and Members_oa_the IB 1 ; 5 Hermosa Beach City Council February 26,1987 . 6 _Re; ReviaecLRemenlles, Midyear Review Fnr rhe Meeting revisions to the estimated revenues. of March 2, 1987 0 8 Below are the recommended 9 1 13 0 11 ORIGINAL MIDYEAR INCREASE ;; 11 ESTIMATE REVISION (DECREASE) 15 IB 11 I' GENERAL FUND 18 19 70 31 Taxes 3101 3102 Current Year Secured Current Yeer Unsecured $1,827,503.00 $130_,.053 00 $1,827,503.0022 73 14 3103 Prior Year Collections $117,308.00 $110,053_05 $117,308.00 " 3104 Interest/Penalties $5,865.00 $5,865.00�27 • 20 3105 Other_Property Taxes $300 00 28 3107 Transfer Tax 300_-00 21 3108 Sales Tax $67,186.00 $1,735,500.00 $101,715.00 $34,529.00 20 1 3110 Cable TV Franchise $62,300.-00 $1,627,425.00 $70,00D-00 ($108,075.00) II 00 31 31 25 78 3111 3112 $25,000.00 $25,000.00 Electric Franchise Gas Franchise $ 34 27 3113 $51,000.00 $51,000.00 35 Refuse_Fianchise $90.00.0_00 36 28 29 3114 3115 Transient Occupancy Business License $41,863.00 $90000 00 $49,571.00 $7,708.00 30 '° $362,400.00 $362,400.00 39 3120 Utility User Tax $927,510 00 $1,026,515.00 '° $.99,005.00 .1 32Licenses and 'Permits 33 3202 nog Licenses $15,000-00 $]1,5.00_-00 43 '. 50 336 53204 3203 Bicycle Licenses Building Permits $200.00 $200.00 ($1,50.0_.-00 8 3205 Flectric $160,000.00 $250,000.00 $90,000.00 /7 Permits Plumbing $38,000-00 $5D,000 00 $12,000_01 '8 37 3206 J8 3207 Permits Occupancy Permits $30,000.00 $42,000.00 $12,000.00 8 39 $3,000.00 $3,000.00 51 3209 Garage_Sales $250._.00 " 53 40 3210 Bingo Permits $200.00 $100_00 ($15.0_ 00) 42 3211 3212 Banner Permits$500.00 $200.00 $5 54 55 Animal__/Enwl Permits 100.0D $0 00 x$100_-00) ;; 43 3213 Animal Redemption Fee $4,000.00 $3,500.00 ($500.00) 58 'S Fines _& Forfeitures 60 �` 3301 3303 Vehicle Code Violations $63,930.00 $70,000.00 $6,070.00 62 i8 Court Fines/Police Dept $40,000.00 $47,000.00 $7,000.00 BS BI 49 65 50 CB SI fit BB 57 69 53 717 ] 35 13 36 ]a 2(4) 75 1 6 J • 0 u• • ■ r '6 2 3 a 5 1 . 3401 Use Use of Money & Property Interest Income $25,000.00 $27,488.00 $2,488.00 3402 3403 3404 Rents & Concessions Pier Revenue Comm Ctr Leases $57000.00 $9,960.00 $55,000.0055,000.00 $6,400.00 $9,960.00 $1,400.00 J5 3406 3411 Comm Ctr Rentals Comm Ctr Theatre Other Facilities $30,000.00 $17,000.00 $40,000.0062,000.00 $40,000.00 $17,000.00 $10,000.00 $22,000.00 3412 3414 3415 Tennis Courts Prop A Conversion Oil Platform Fee $000.00 $0.00 $0.00 $10,000.00 $0.00 $0.00 $4,000.00 3416 3417 01F oyarties Oil Bidders Fee $20,000.00 $100,000.00 $400.00 $ $20,000.00 $100,000.00 $400.00 $496,269.00 3504 3505 Intergovernmental7State In Lieu Off Highway In Lieu Motor Vehicle496,269.00 3507 3508 3509 Hi—hwa g y Sweeping p g Mandated Costs Homeowner Prop Tx Relief60,000.00 $6,000.00 $32,684.00 $6,000.00 $32,684.00 $60,000.00 ; 3510 3511 3514 Post Stc-Svc Off Training Cigarette Tax $29,246.00 $7,000.00 $53,496.00 $29,246.00 $7,000.00 $53,496.00 ' 3 3515 3516 Suppenta1 Subvention Scag Transit Plan $37,881.00 $0.00 $37,881.00 $0.00 3801 3802 Current Service Charges Residential Inspection Sign Review Environmental Impact Board of Appeals Zone Variance Review •_.._ $12,000.00 $1,200.00 $11,500.00 $1,325.00 $1,240.00 $ $2,700.00$5,640.00 $1,750.00 $30.00 $12,160.00 $120,000.00 $800.00 $10,000.00 $100.00 A1,750.00 000.00 $1,000.00 $15,000.00 $700.00 $11,960.00 $1,550.00 $5,640.00 $1,250.00 $1,800.00 $10,000.00 $150,000.00 $800.00 $12,000.00 $100.00 $1,750.00 $14,000.00 $28,000.00 $2 100.00 $3,000.00 ($500.00) $400 $225.00 $1,130.00 6 ' , + 3803 3806 3808 3509 3810 3811 Tentative Ma Review Map Final Map Review Zone Change Review Con itional Use Review Plan Check Fees Planning/Zoning Appeal $2,940.00 ($500.00) ($1,800.00 , , 36 3813 3814 ($2,160.00) $30,000.00 $2,000.00 $2,000.00 $11,400.00 $1,100.00 ; 6 6 6 5 6 3813 3816 3817 Public Works Services Curb/Sidewalk Repair Special Curb Marking 3818 3819 3820 Police Services12 Jail Services$16,600.00 Trusty Admin Fee 3821 3823 3824 Fingerprint Service Special Event Security Vehicle Inspection Fees $2,500.00 $13,125.00 $1,500.00 $50.00 $0.00 $4,552.00 $2,500.00 $13,125.00 $2,000.00 $50.00 $0.00 $5,007.00 $500.00 $455.00 6 6 6 6 6 6 3875 3826 3827 Public Notice Posting Rec Programs/Classes Library Grounds Maint 3831 3834 3835 Street Cut Inspection Encroachment Permit Weed & Lot Cleaning $45,000.00 $1,500.00 $1,000.00 $6,500.00 $700.00 $40,000.00 $2,000.00 $1,000.00 $7,000.00 $700.00 ($5 ) $500.00 $500.00 ; , 3836 3837 Fumigation Inspect Fee Returned Check Charge 1 v 2 6 Pg -3 3838 Sale of Map/Publications 3839 Photocopy -Charges 3840 Ambulance Transport 3841 Police Towing 3857 Park-ing-P-lan-Application 7 $600.00 $600.00 $900-x-00 $900:00 $6,500.00 $6,500.00 $30,000.00 $26,000.00 $0,-00 $1,090-00 Other Revenue 3901 Sale-of-ReallPers-P-roperty $-20,225.00 $-10;000.-00 3902 Refunds/Reimb Prev Yr $500.00 $1,734.00 3903 Contributions Non Govt1,000.00 3904 General -Miscellaneous $1;000.00 *25,5-73.00 FUND TOTAL $7,176,781.00 ($4,000.00) $1,090.00 $10,2250) $1,234.00 $300.00 $24-S73.00 $7,441,578.00 $264,797.00 19 20 21 22 23 24 25 28 29 30 31 32 33 35 36 37 98 40 ,1 22 43 44 45 46 47 43 43 55 51 LIGHTING DISTRICT FUND 52 53 58 55 56 57 Taxe 3101 Current Year Secured 3103 Prior Year Collections 3104 Interest-/Pena-1.-t-ies Use of Money & Property 340-1 Interest-3ncomc Other Revenue 1904 Ceneral-Mi-secllaneouo FUND TOTAL $400,000.00 $25,000.00 $1,27-4,8,00 -$64--000 :0 $400,000.00 $25,000.00 $490,748.00 $44,856,00 $2,000,00 $473,606.00 ($19;142.00) $2,000:00 ($17,142.00) PARKING FUND Bines-& orf-e4-ture 3302 Court Fines/Parking se -o€ -Money & Proper- 3401 roper3401 Interest Income 3407 Parking Lot Rental 340-9 Lot B 3413 VPD Lease $1,100,000.00 $1,300,000.00 $200,000.00 urrent--Servo-Ec Charge $70,000.00 $31,104.00 **22;000.00 $49,500.00 $18,000.00 $31,104.00 *I-5;000:00 $49,500.00 ($52,000.00) ($+000.00 ) 3842 Parking Meters 3843 Parking Permits: Annual 3864 Daily -Parking Permito 3845 VPD Lot Permits/Daily 3846 VPD Lot Permits/Monthly 3847 Validation -Stamps 3848 Driveway Permits 3849 Guests Permits 3850 Contractor's Pcrmi 3851 Key Cards UND-TO-TAL $500,000.00 $500,000.00 $150,000.00 $150,000.00 $7;000.-00 $3;500.-00 $1,400.00 $3,000.00 $6,000.00 $6,000.00 $2;000.00 ;6,000.-00 $500.00 $800.00 $1,000.00 $1,400.00 $200:00 $500.00 ($3,500700) $1,600.00 $4;000.700- $300.00 $400.00 $30000 $100.00 $100.00 $1,940,804,00 $2,0-84,904,00 $1-44 00:-00 ( 2 3 5 7 8 10 12 1. I5 16 Pg 4 STATE -GAS -TAX -FUND Use of Money & Property 3401— Interest -Income Intergovernmental/State 3501 Section -2106 Allocation 3502 Section 2107 Allocation 3503 Section 2107.5 Allocation 3519 Section -21-26-08300) 3521 Outer Continental Shelf FUND TOTAL COUNTY GAS TAX FUND *26;000.00 *54,147.00 $166,069.00 $4,000.00 $45,655.00 $64,029.00 *459,900,00 $16 -7914 -TDO ($97086-..00) $54-714-770 $166,069.00 $4,000.00 $4x655:00 $64,029.00 $350,8-1470 ($97086:00) Use of Money & Property 3401 Interest Income $3,600.00 $1,700.00 ($1,900.00) 25 20 Intergovernmental/County• 360-1 Counter--Aid--to Cities 588,00 29 36 FUND TOTAL $88;588:00 $92,188.00 $8 $90,288.00 ($1,900.00) ' PARK & RECTN FACTY FUND T . 35 36 -axes 3116 Park Rec Facility Tax Use Money $30,000.00 $160,000.00 $130,000.00 36 39 -of 3401 Interest• Income - Other •--- • $17,000.00 $8,466.00 ($8,534.00) .6 41 42 -Revenue 3910 Park,Recreation in Lieu FUND TOTAT $98,000.00 $145,000.00 $30,000.0 0 $-1-98,466.00 ($68,000.00) ,3 "' .5 REVENUE SHARING FUND $-5-35-4-6600 /6 a7 63 Use of Money & Property 3401 Interest Income $0.00 $2,024.00 $2,024.00 56 51 Intergovernment/Federal 3702 Revenue Sharing $18,641.00 • $11,883.00 ($6,758.00) " 53 5. FUND TOTAL $18,641.00 $13,907.00 ($4,734.00) 55 56 57 2 ]6 I 57 35 9Y 46 AI .! .6 ♦, 45 57 5' 5 51 51 51 5' 6i 6 6. 6. 6' 61 6. 61 7 7. 71 10 13 15 16 17 16 19 23 21 22 23 21 25 26 27 28 29 36 31 32 33 31 41 12 43 44 15 46 47 16 /9 50 51 52 53 54 55 56 57 Pg 5 COMM DEV BLOCK GRT FUND 3706 3707 Intergovt/Federal Runaway Shelter 84C259 CDBG Admin 84C261 $0.00 $1,370.00 $0.00 $1,370.00 3708 3709 3710 Sewer—Study—JB263 St Drain Upgrade 84C260 Sewer Rehab 84C264/JB26 $0:-00 $0.00 $0.00 $0:00 $0.00 $0.00 3902 Other Revenue Refunds/Reim Prev Year $6,533.00 $6,533.00 FUND TOTAL $7,903.00 $7,903.00 TRANSIT FUND 3117 Taxes Proposition A Transit $188,785.00 $188,785.00 3118 3119 State-Transit—Assist-an - Local Transit Funds $0.00- $0.00 $0.00 $0.00 3401 Use—of—Mon Interest Income $20,000.00 $3,000.00 ($17,000.00) 3852 3853 Current—Service—eh Fares ESEA Fares Beach Shuttle • $3,400.00 $150.00 $3,400.00 $0.00 ($150.00) 3854 3855 Fare Bus Passes .. - $-3700�00 $3,295.00 $218;630.00 $37500-.-00-----$-5-00700 $3,295.00 GRANT FUND FUND—T0TA $2017980:00 (0.6765-0T00) 3401 Use of Money & Property Interest Income $0.00 $120.00 $120.00 3513 3517 Intergovernmental/State Roberti Zberg $8,290.00 $8,290.00 3518 3520 Office—of—Traffic—Safety Hydrant Upgrade/76-1902 Roberti Zberg 19-162 $557000.00 $0.00 $8,976.00 0-5,000:00 $0.00 $8,976.00 3301 Intergovernment/Federal Feder Hazard Elimination Sfty VT UTI 'PArtM * 3705 $49-674-54700 $0.00 .. r ,.,. $496,454700 $0.00 wrs 5 6 F I! 21 21 2; 21 24 27 29 26 31 31 3; 3,1 36 37 36 36 40 41 1< 55 56 57 58 59 60 61 62 63 64 65 66 61 65 Co 21 71 73 2c 75 21 6 ' . Pg 6 CROSSING GUARD FUND 6 3101 3103 Taxes Current Year Secured Prior $73,495.00 $73,495.00 r a 9 3104 -Year -Collect -ions Interest/Penalties Use $3,000.-00 $100.00 $37000.00 $100.00 3401 -of-Money -& -Property Interest Income FUND $0.00 $0.00 $767595:00 Id IISI I SEWER FUND TOTAL $76,595.00 ° 3401 Use of Money & Property Interest Income $2,600.00 $10,000.00 $7,400.00 I° 3828 3829 Current Service Charges Sewer Connection Fee Sewer -Demoii-ti-on-Fee $20,000.00 $25,000.00 $5,000.00 91 3832 Sewer Lateral Installtn Other-Revenuc $820.00 $7,889.00 $1,200.00 $7,889.00 $380.00 z6 za 3906 In Lieu Sewer Fee FUND -TOTAL $ 25 385.00 $22,000.00 ($3,385.00) DEBT SERVICE FUND $5676947-0 $667089:00 $995:00 fz 3401 Use of Money & Property Interest Income .._ $18,000.00 $3,031.00 ($14,969.00) ; 15 7e FUND TOTAL $18,000.00 $3,031.00 ($14,969.00) • ; . 19 CAPTL IMPRVMT FUND Use & Property �� 42 3401 -of -Money Interest Income FUND TOTAL $12,000.00 $4,553.00 $4755370 ($7,447.00) 43 1. 15 x127000:00 (177447:00) I6 1! IB 6 19 50 51 GRAND TO-TALS $11,58-275540 6 fi 6 51 51 $11,1827604:00 $3997-950.00 6 56 57 , 1' February 13, 1987 Mayor and Members City Council Meeting of the City Council of March 2,1987. REQUEST TO AUTHORIZE PARTICIPATION IN THE AUTOMATED WANTS AND WARRANTS SYSTEM AND TO APPROVE AND APPROPRIATE FUNDING AT MID -YEAR RECCM END7 TION: It is recarmended that City Council: 1. Authorize participation in the Automated Wants and Warrants System(AWWS) 2. Appropriate $8,750. to fund the costs of joining AWWS. BACKGROUND: Because of fiscal constraints, the Hermosa Beach Police Department withdrew frau participation in the AWWS program in July of 1986. Because of non -participation, there are currently 5,200+ outstanding warrants being held by the Department. Without participation in the program, we are not able to apprehend those individuals who do not reside in Hermosa Beach and thus are losing the revenues which could be derived frau those warrants. ANALYSIS: The Automated Wants and Warrants System(AWWS) is a program which enables participating agencies the ability to enter all of their outstanding warrants into an area wide computerized system. When an individual is stopped by another agency, a check is made and if there are any outstanding warrants, the officer is able to make the arrest and collect the fine or bail. That revenue is then sent to the agency which issued the warrant. Since Hermosa Beach stopped participation in the program, non of our warrants are in the system, but we serve warrants for other jurisdictions which are participating. This means that the only Hermosa Beach warrants served are those - which we are able to serve ourselves. Most of the individuals named in the warrants are frau other jurisdictions or can't be located for various reasons. If all of our warrants were in the system, the success factor would probably pay for our participation in a very short time. We currently have approximately 5,000 warrants to be entered into the system. The cost for entry per warrant is currently $1.65. This would be a total of $8,250. for warrant entry. As we sort through the various warrants to be entered, we will probably find several that can be deleted which would lower this cost. 2 I7 The program has an additional charge of $14.70 per year per sworn officer. We currently have 34 sworn officers so this would total $499.80. The total cost of re-entry into the program would not exceed $8,750. If we con- sidered that each of the outstanding warrants were worth only $20.00 each it is easy to see that we would recover our investment rapidly. Steve S. Wisniewski Director of Public Safety CONCUR: GregT. Meye1 , City Manager FISCAL IMPACT NOTED: Vicki Copeland, Finance Administrator February 17, 1987 Mayor and Members City Council Meeting of the City Council of March 2, 1987 REQUEST FOR EXTRA -BUDGETARY APPROPRIATION FOR CRIME PREVENTION AND COMMUNITY AWARENESS PROGRAMS RECOMMENDATION: It is recommended that City Council appropriate $5,000. to fund Crime Prevention and Community Awareness programs in the City. BACKGROUND: The Crime Prevention and Carmunity Awareness programs offered by the Department are being well received in the City. We are experiencing a higher demand for the various services and programs as more and more people find out about them. In order to continue providing the services to the cammunity, we need to have additional funding for purchase of necessary supplies and equipment. ANALYSIS: Officer Thompson of the Hermosa Beach Police Department has been assigned the task of Crime Prevention in addition to his regular duties. He is responsible for the various programs and services that we provide the City. Scxne of those programs are: Neighborhood Watch Various Safety programs in the Schools D.A.R.E. program(Drug Abuse Resistance Education) Herne Security Checks The Weekly Community Awareness program on channel 10 In order to continue these programs and include more of our population we are asking for additional funding in order to purchase signs, stickers, hand out materials, portable camera, recorder and lights. CONCUR: egry er, City ger FISCAL IMPACT NOTE tL Vicki Co and, Finance Administrator ctful 41111111. Steve . ^isniewski 'tted, Director of Public Safety 2 18 Honorable Mayor and Members of the Hermosa Beach City Council February 19, 1987 Special Meeting of March 2, 1987 STATUS OF CAPITAL IMPROVEMENT PROJECTS QUARTERLY REPORT -JANUARY, FEBRUARY AND MARCH Recommendation: It is recommended that City Council receive and file this report. Background: Listed below is the status of all FY 86-87 approved CIP's. Street and Safety Improvements CIP 85-102 FAU, Widen Highland Ave., from Longfellow to 35th Street Status: Proposals for design due January 27, 1987 CIP 85-120 City-wide, Traffic Study Status Project not approved by the Office of Traffic Safety -will try again next year. CIP 85-130 FAU, Hermosa Ave. from 1st St. to 35th Street Status: January 22, 1987: Environmental Staff Review March 3, 1987: Planning Commission If approved by the Planning Commission, we anticipate designing CIP 85-102, 85-130, 85-137 as single project. CIP 85-131 FAU, Hermosa Avenue at 2nd Street Status: In design. City Council, on January 13, 1987, approved Consultant agreement. Workshop was conducted with Planning Commission, Consultant and Public Works Dept. on February 3, 1987. A subsequent workshop was scheduled for March 17, 1987. CIP 85-132 FAU, Hermosa Avenue at llth Street Status: Same as CIP 85-131 CIP 85-133 FAU, Hermosa Avenue at Pier Avenue Status: Same as CIP 85-131 CIP 85-134 FAU, Hermosa Avenue at 13th Street Status: Same as CIP 85-131 3 a CIP 85-136 FAU, Aviation Blvd. at Prospect Avenue Status: Same as CIP 85-131 CIP 85-137 FAU, Valley/Ardmore at Gould Avenue Status: Proposals for design due February 27, 1987 CIP 85-138 FAU, Valley/Ardmore at Pier Avenue Status: Same as CIP 85-131 CIP 85-160 Roadway Improvements & Appurtenances Status: Project Complete. City Council accepted_work as complete February 10, 1987. CIP 85-163 City Street Repairs Status: Identified repair areas and prepared specifications. Contract to be awarded February 24, 1987. Anticipated repair work to begin April/May, 1987. CIP 86-176 Traffic Control Pre-emption Status: Request for proposal sent to engineer. Anticipate including this with other signal design work. Street Lighting Improvements CIP 85-201 Light Conversion and New Installations Status: Pacific Coast Highway re -lighting completed. Herondo - next scheduled street. CIP 85-202 Hermosa Avenue Lighting Status: On October 14, 1986, City Council took action to expand the scope of the project. Preliminary design work is scheduled to begin in March, 1987. CIP 85-203 Pier Lighting Status: Researching preventative maintenance of lighting, including grounding of Pier - preparing lighting specifications. Spoke with engineers and contractors - awaiting proposals. CIP 85-301 Status: Sewers/Storm Drains Pier Avenue Storm Drain Project Complete. CIP 86-302 Sixth Street Storm Drain Project Status: CIP 85-401 CIP 85-402 CIP 85-403 Status: Plans prepared by L. A. County; project bid opening on January 7, 1987. Construction to begin April, 1987. Design of Beach Drive drainage concern approved by Council on January 27, 1987. Beach Drive design to be presented to Council March 10, 1987 for approval to construct. Sewer Replacement, Target Area 2 Bids received 9/19/86 and bids rejected. Anticipate rebid approval by Council on March 10, 1987 with construction during Summer of 1987 (there should be no inconvenience to Valley School operation). CIP 84-404 Target Area 1, Sanitary Sewer Replacement Status: Project complete pending approval by Council and final payment to contractor. CIP 86-405 Replacement and Upsizing of Sanitary Sewer Lines City wide Status: No work to date - design anticipated to begin Spring, 1987, pending award of contract for CIP 85-401, 85-402 and 85-403. Park Improvements CIP 85-501 Clark Field Restroom Refurbishing Status: Project complete and scheduled to be accepted as complete by Council on February 24, 1987. CIP 85-502 Prospect Park Development Status: Work on this project did not progress as swiftly as anticipated. Hope to improve progress during 3rd and 4th quarter FY 86-87. CIP 85-503 Pier Restroom Refurbishing Status: Project complete and scheduled to accepted as complete by Council on February 24, 1987. CIP 86-506 Various Park Improvements Status: New beach play equipment installed in November, 1986. 3 Public Buildings and Grounds CIP 86-601 City Fuel Dispensing Equipment Status: Currently out to bid. Bids due February 20, 1987. CIP 86-602 Electrical Upgrade at City Hall Status: RFP approved by Council on January 13, 1987. Proposals due March 4, 1987. CIP 86-603 Cushman Facility Status: Anticipate to begin Spring, 1987 CIP 86-604 Building Improvements at Various Locations Status: In progress -majority of minor projects completed by October, 1986. CIP 86-605 Parking Lot Paving at 75 -14th Street Status: Project complete Res.ectfully submitted, Ant7ony Antich Director of Public Works AA:mv cip/m 4 Concur: f.. Gre_ory Ci. Manage er Honorable Mayor and Members of the Hermosa Beach City Council February 17, 1987 Special, Adjourned City Council Meeting of March 2, 1987 SCHEDULE FOR 1987 - '88 BUDGET AND 1987 - 1989 CAPITAL IMPROVEMENT PROGRAM CONSIDERATIONS RECOMMENDATION It is recommended that the City Council approve the following calendar: May 1, 1987 May 14, 1987 May 28, 1987 City Manager Proposed Budget submitted to City Council 7:30 p.m., City Council Budget Workshop Only if an additional workshop is needed, 7:30 p.m., Council Chambers June 9, 1987 8:00 p.m., Public Hearing June 23, 1987 Adoption of Budget and Capital Improvement Program BACKGROUND The municipal code specifies (Section 2-98) that the City Manager is responsible for preparation and submission of an annual budget to the City Council; it shall be submitted to you no later than May 15. By City Council policy this requirement has been May 1. One public hearing shall be conducted; traditionally at least one workshop meeting is held. In addition, we have now developed the capability for a three year Capital Improvement Program. ANALYSIS The recommended schedule complies with the legal requirements and, we believe, allows adequate time for Council consideration and public input. Additionally, you are invited to modify and/or expand the calendar timeline. Alana M. Mastrian Assistant City Manager AMM/ld cc All Department Heads 4 Honorable Mayor and Members of the Hermosa Beach City Council February 26, 1987 Special, Adjourned Meeting of the City Council March 2, 1987 CONSIDERATION OF ASSIGNING RESPONSIBILITY FOR 1987 CITY COUNCIL GOALS AND DEVELOPING RELATED TASKS RECOMMENDATION It is recommended that the City Council: 1. Endorse the assigning of Responsible Agent and Secondary Agent for the implementation of City Council Goals, and 2. Prioritize the goals and develop specific Commentary instructions to the respective Agents. BACKGROUND The City Council, on October 23, 1986, established formal Goals. ANALYSIS The purpose of this report is to ascertain what are the priori- ties and what should be the specific tasks to ensure accomplish- ment of the goals. The attached listing enumerates each of the goals and proposes that there be a formal assignment of a Responsible Agent for each goal. Additionally it is proposed that there be Secondary Agent(s) who will also be heavily involved in tasks designed to accomplish the goals. There are 40 Goals. Obviously they can't all be the highest priority. What then should be the focus? Likewise, it is necessary that specific tasks or assignments be developed for the implementation of the adopted goals. What in- structions does the Council wish to make? As an alternative to the City Council establishing priorities and setting tasks, you could request staff to propose a prioritiza- tion and a series of tasks. Gre bry fT . e er , Cit Manage GTM/ld Attachment cc: All Department Heads CITY OF HERMOSA BEACH CITY COUNCIL GOALS FOR 1987 NO. GOAL (UNPRIORITZED) 1 Gavel to Gavel TV Coverage - City Council RESPONSIBLE AGENT SECONDARY AGENTS General Services Director Public Works Director Planning Commission Community Resources 2. Legislative Effectivenes 3. Efficiency of City Operations 4. Improve Parking Supply 5. Remove Parking on Pacific Coast Highway 6. Encourage Commercial Vacant Land City Manager City Manager General Services Director Public Works Director City Manager 7. Improve Parks and Recreation Programs Community Resources 8. Use Workshop Format City Manager 9. Limit Council Meetings City Council 10. Increase Acquisition of Park Lands 11. Improve Financial Picture Asst. City Manager Asst. City Manager Planning Director Planning Director Planning Director City Manager Asst. City Manager City Manager City Manager Asst. City Manager City Manager Asst. City Manager Finance Administrator 12. Investigate locating Building, Planning and City Manager Public Works Together 13. Zone All Parcels 14. Bootleg Program - Enforcement/Abatement Ordinance Public Works Director Building Director Planning Director Planning Director City Attorney Building and Safety Director 15. Enforce Laws Firmly and Fairly 16. CUP's - Alcohol 17. Cooperate with School District 18. Staff address Citizen Written complaints prior to items being sent to City Council 19. Closer Communication with Planning Commission Public Safety Director City Manager General Services Director Asst. City Manager Planning Director City Manager City Manager City Attorney Asst. City Manager City Clerk Planning Director City Manager City Attorney 20. Review "In -Lieu" Parking Fees Planning Director General Services Directr 21. Increase Employee Accountability City Manager Asst. City Manager 22. Review Settlement Policy - Civil Cases Pers Administrator Asst. City Manager 23. Director Access to City Attorney - Staff bring to Council Administrative Policy re. Public Access to City Attorney City Attorney City Manager 24. Improve Communication between City Manager and City Clerk Asst. City Manager City Council City Manager 25. Positive City Image City Clerk Executive Staff City Manager 26. Ordinance Amendment that requires "Owner of Building and Safety Director Planning Director Record" 27. Performance vs. Prescriptive Standards City Manager Personnel Administrator 28. "Clean or Lien" Sidewalk Regulations - Admin- istrative Policy - Abandoned Vehicles General Services Director Public Works Director 29. Reduce Liability Risk Pers Administrator Asst. City Manager 30. Growth Management/Density Reduction Planning Director Building Director 31. Increase use of Visual Aids at City Council Meetings Administrative Procedures Check List Enhance Building Inspection Capability/Quality 32. 33. 34►. Full Time Downtown Foot Patrol - Consistent and Effective (Directed Patrol Activity) 35. Commercial Property on PCH, Maintenance, Highest and Best Use 36. Increase Enforcement of Abandoned Property 37. Effective Property Maintenance Program 38. Investigate "Charter City" 39. Investigate Contracting out City Services 40. Create Economic Development Strategy Asst. City Manager City Manager Building Director Public Safety Director City Manager Building Director Public Works Dept. City Manager Asst. City Manager Public Works City Manager City Manager Asst. City Manager City Manager City Manager Planning Director Public Safety Director Asst. City Manager City Attorney Asst. City Manager. Asst. City Manager Executive Staff CITY OF HERMOSA BEACH CITY COUNCIL GOALS FOR 1987 NO. GOAL (UNPRIORITZED) 1 Gavel to Gavel TV Coverage - City Council Planning Commission RESPONSIBLE AGENT SECONDARY AGENTS General Services Director Public Works Director Community Resources 2. Legislative Effectivenes City Manager 3. Efficiency of City Operations City Manager 4. Improve Parking Supply General Services Director 5. Remove Parking on Pacific Coast Highway Public Works Director 6. Encourage Commercial Vacant Land City Manager 7. Improve Parks and Recreation Programs Community Resources 8. Use Workshop Format City Manager 9. Limit Council Meetings City Council 10. Increase Acquisition of Park Lands City Manager 11. Improve Financial Picture City Manager 12. Investigate locating Building, Planning and Public Works Together 13. Zone All Parcels 14. Bootleg Program - Enforcement/Abatement Ordinance City Manager Asst. City Manager Asst. City Manager Planning Director Planning Director Planning Director City Manager Asst. City Manager City Manager Asst. City Manager Asst. City Manager Finance Administrator Public Works Director Building Director Planning Director Planning Director City Attorney Building and Safety Director 15. Enforce Laws Firmly and Fairly 16. CUP's - Alcohol 17. Cooperate with School District 18. Staff address Citizen Written complaints prior to items being sent to City Council 19. Closer Communication with Planning Commission Public Safety Director City Manager General Services Director Asst. City Manager Planning Director City Manager City Manager City Attorney Asst. City Manager City Clerk Planning Director City Manager City Attorney 20. Review "In -Lieu" Parking Fees Planning Director General Services Directr 21. Increase Employee Accountability City Manager Asst. City Manager 22. Review Settlement Policy - Civil Cases Pers Administrator Asst. City Manager 23. Director Access to City Attorney - Staff bring to Council Administrative Policy re. Public Access to City Attorney City Attorney City Manager 24. Improve Communication between City Manager and City Clerk Asst. City Manager City Council City Manager 25. Positive City Image City Clerk Executive Staff City Manager 26. Ordinance Amendment that requires "Owner of Building and Safety Director Planning Director Record" 27. Performance vs. Prescriptive Standards City Manager Personnel Administrator 28. "Clean or Lien" Sidewalk Regulations - Admin- istrative Policy - Abandoned Vehicles General Services Director Public Works Director 29. Reduce Liability Risk Pers Administrator Asst. City Manager 30. Growth Management/Density Reduction Planning Director Building Director 31. Increase use of Visual Aids at City Council Meetings Administrative Procedures Check List Enhance Building Inspection Capability/Quality 32. 33. 34. Full Time Downtown Foot Patrol - Consistent and Effective (Directed Patrol Activity) 35. Commercial Property on PCH, Maintenance, Highest and Best Use 36. Increase Enforcement of Abandoned Property 37. Effective Property Maintenance Program 38. Investigate "Charter City" 39. Investigate Contracting out City Services 40. Create Economic Development Strategy Asst. City Manager City Manager Building Director Public Safety Director City Manager Building Director Public Works Dept. City Manager Asst. City Manager Public Works City Manager City Manager Asst. City Manager City Manager City Manager Planning Director Public Safety Director Asst. City Manager City Attorney Asst. City Manager Asst. City Manager Executive Staff NO. GOAL (UNPRIORITZED) 1 2. 3. 4. 5. 6. 7. 8. 9. 10. 11. CITY OF HERMOSA BEACH CITY COUNCIL GOALS FOR 1987 Gavel to Gavel TV Coverage - City Council Planning Commission Legislative Effectivenes Efficiency of City Operations Improve Parking Supply Remove Parking on Pacific Coast Highway Encourage Commercial Vacant Land Improve Parks and Recreation Programs Use Workshop Format Limit Council Meetings Increase Acquisition of Park Lands Improve Financial Picture 12. Investigate locating Building, Planning and Public Works Together RESPONSIBLE AGENT General Services Director City Manager City Manager General Services Director Public Works Director City Manager Community Resources City City City City Manager Council Manager Manager City Manager SECONDARY AGENTS Public Works Director Community Resources Asst. City Manager Asst. City Manager Planning Director Planning Director Planning Director City Manager Asst. City Manager City Manager Asst. City Manager Asst. City Manager Finance Administrator Public Works Director Building Director Planning Director Planning Director City Attorney 14. Bootleg Program - Enforcement/Abatement Ordinance Building and Safety Director 15. Enforce Laws Firmly and Fairly 16. CUP's - Alcohol 17. Cooperate with School District 18. Staff address Citizen Written complaints prior to items being sent to City Council 19. Closer Communication with Planning Commission 20. 21. 22. 23. Review "In -Lieu" Parking Fees Increase Employee Accountability Review Settlement Policy - Civil Cases Director Access to City Attorney - Staff bring to Council Administrative Policy re. Public Access to City Attorney 24, Improve Communication between City Manager and City Council 25. Positive City Image 26. Ordinance Amendment that requires "Owner of Record" 27. Performance vs. Prescriptive Standards 28. "Clean or Lien" Sidewalk Regulations - Admin- istrative Policy - Abandoned Vehicles Reduce Liability Risk Growth Management/Density Public Safety Director General Services Director Planning Director City Manager City Manager Planning Director Planning Director City Manager Pers Administrator City Attorney City Clerk City Manager City Clerk City Manager Building and Safety Director City Manager General Services Director City Manager Asst. City Manager City Attorney Asst. City Manager City Clerk City Manager City Attorney General Services Directr Asst. City Manager Asst. City Manager City Manager Asst. City Manager Executive Staff Planning Director Personnel Administrator Public Works Director Administrator Planning Director Building Director 31. Increase use of Visual Aids at City Council Meetings Administrative Procedures Check List Enhance Building Inspection Capability/Quality 32. 33. 34. Full Time Downtown Foot Patrol - Consistent and Effective (Directed Patrol Activity) 35. Commercial Property on PCH, Maintenance, Highest and Best Use 36. Increase Enforcement of Abandoned Property 37. Effective Property Maintenance Program 38. Investigate "Charter City" 39. Investigate Contracting out City Services 40. Create Economic Development Strategy Asst. City Manager City Manager Building Director Public Safety Director City Manager Building Director Public Works Dept. City Manager Asst. City Manager Public Works City Manager City Manager Asst. City Manager City Manager City Manager Planning Director Public Safety Director Asst. City Manager City Attorney Asst. City Manager Asst. City Manager Executive Staff Honorable Mayor and Members of the Hermosa Beach City Council February 26, 1987 Special, Adjourned Meeting of the City Council March 2, 1987 CONSIDERATION OF ASSIGNING RESPONSIBILITY FOR 1987 CITY COUNCIL GOALS AND DEVELOPING RELATED TASKS RECOMMENDATION0\-S L -t (3 It is recommended that the City Council: '1. Endorse the assigning of Responsible Agent and Secondary Agent for the implementation of City Council Goals, and 2. Prioritize the goals and develop specific Commentary instructions to the respective Agents. BACKGROUND The City Council, on October 23, 1986, established formal Goals. ANALYSIS The purpose of this report is to ascertain what are the priori- ties and what should be the specific tasks to ensure accomplish- ment of the goals. The attached listing enumerates each of the goals and proposes that there be a formal assignment of a Responsible Agent for each goal. Additionally it is proposed that there be Secondary Agent(s) who will also be heavily involved in tasks designed to accomplish the goals. There are 40 Goals. Obviously they can't all be the highest priority. Wbat then should be the focus? Likewise, it is necessary that specific tasks or assignments be developed for the implementation of the adopted goals. What in- structions does the Council wish to make? As an alternative to the City Council establishing priorities and setting tasks, you could request staff to propose a prioritiza- tion and a series of tasks. L/u e u Greory r Citr Manage � GTM/ld Attachment cc: All Department Heads February 17, 1987 Mayor and Members City Council Meeting of the City Council of March 2, 1987 REQUEST FOR EXTRA -BUDGETARY APPROPRIATION FOR CRIME PREVENTION AND COMMUNITY AWARENESS PROGRAMS RECct ENDATION: It is recommended that City Council appropriate $5,000. to fund Crime Prevention and Community Awareness programs in the City. BACKGROUND: The Crime Prevention and Community Awareness programs offered by the Department are being well received in the City. We are experiencing a higher demand for the various services and programs as more and more people find out about than. In order to continue providing the services to the community, we need to have additional funding for purchase of necessary supplies and equipment. ANALYSIS: Officer Thompson of the Hermosa Beach Police Department has been assigned the task of Crime Prevention in addition to his regular duties. He is responsible for the various programs and services that we provide the City. Sane of those programs are: Neighborhood Watch Various Safety programs in the Schools D.A.R.E. program(Drug Abuse Resistance Education) Hone Security Checks The Weekly Community Awareness program on channel 10 In order to continue these programs and include more of our population we are asking for additional funding in order to purchase signs, stickers, hand out materials, portable camera, recorder and lights. CONCUR: er City ager er FISCAL IMPACT NOTED: Vicki Co and, Finance Administrator WI- 4111lik , .. Steve ^isniewski ctful 'tted, Director of Public Safety 2 1 8 February 13, 1987 Mayor and Members City Council Meeting of the City Council of March 2,1987 REQUEST TO AUTHORIZE PARTICIPATION IN THE AUTOMATED WANI'S AND WARRANTS SYSTEM AND TO APPROVE AND APPROPRIATE FUNDING AT MID -YEAR RECOMMENDATION: It is recommended that City Council: 1. Authorize participation in the Automated Wants and Warrants Systen(AWWS) 2. Appropriate $8,750. to fund the costs of joining AWNS. BACKGROUND: Because of fiscal constraints, the Hermosa Beach Police Department withdrew frau participation in the AWS program in July of 1986. Because of non -participation, there are currently 5,200+ outstanding warrants being held by the Department. Without participation in the program, we are not able to apprehend those individuals who do not reside in Hermosa Beach and thus are losing the revenues which could be derived frau those warrants. ANALYSIS: The Automated Wants and Warrants Syston(ANWS) is a program which enables participating agencies the ability to enter all of their outstanding warrants into an area wide canputerized system. When an individual is stopped by another agency, a check is made and if there are any outstanding warrants, the officer is able to make the arrest and collect the fine or bail. That revenue is then sent to the agency which issued the warrant. Since Hermosa Beach stopped participation in the program, non of our warrants are in the system, but we serve warrants for other jurisdictions which are participating. This means that the only Hermosa Beach warrants served are those which we are able to serve ourselves. Most of the individuals named in the warrants are frau other jurisdictions or can't be located for various reasons. If all of our warrants were in the system, the success factor would probably pay for our participation in a very short time. We currently have approximately 5,000 warrants to be entered into the system. The cost for entry per warrant is currently $1.65. This would be a total of $8,250. for warrant entry. As we sort through the various warrants to be entered, we will probably find several that can be deleted which would lower this cost. 2 I 7 The program has an additional charge of $14.70 per year per sworn officer. We currently have 34 sworn officers so this would total $499.80. The total cost of re-entry into the program would not exceed $8,750. If we con- sidered that each of the outstanding warrants were worth only $20.00 each it is easy to see that we would recover our investment rapidly. Steve S. Wisniewski Director of Public Safety CONCUR: Ci \ Greg T. Mey , City Manager FISCAL IMPACT NOTED: Vicki Copeland, Finance Administrator February 26, 1987 Honorable Mayor and Members City Council Meeting of the City Council of March 2, 1987 1985-86 FINANCIAL STATEMENT Attached is a revised copy of the 1985-86 Financial Statement. A designation of the fund balance for Affordable Housing was in- advertantly left off of the statement. See page 19, Note N. This designation has appeared in the financial statement since 1982- 83. The revision adds the designation as shown on page 16. Concur: Gr=gor T Meyer C'ty Mana:er Attachments VC/sl Viki Copeland Finance Administrator L L L, LJ 0 0•_'— /' ' Honorab]e_Mayor_and_Membera_of the ' Hermosa Beach City Council February 26,1987 / ' Rei iffed_t v n ups, Midyear Review For tba_ieeting_of ° _Re: ' March 2, 1987 9 Below are the recommended revisions to the estimated revenues. ” ° ORIGINAL MIDYEAR INCREASE ESTIMATEREVISION (DECREASE) :1 7 i6 GENERAL FUND 0 m 6 Taxes 72 3101 Current Year Secured $1,827,503.00 $1,827,503.00 - " 3102 Current. Year_Unsecured $130,053.00 $1307053_00 3103 Prior Year Collections $117,308.00 $117,308.00 ; n 3104 Interest/Penalties $5,865.00 $5,865.00 77 1,6 3105 0-ther_Property Taxes $30Q 00 $300 00 . 3107 Transfer Tax $67,186.00 $101,715.00 $34,529.00 29 :o n 3108 Sales Tax $1,735,500.00 $1,627,425.00 ($108,075.00) 10 " 311D Cnhle TV Franchise $62,300-00 $7.077000-0O $7,700.00 °' " 3111 Electric Franchise $25,000.00 $25,000.00 3112 Gas Franchise51,000.00 3113 _Refuse Franchise - - $90,.00000 $ :7 90-,000 00 °° 3114 Transient Occupancy $41,863.00 $49,571.00 $7,708.00 ;; 3115 Business License362,400.00 16 s _ $• 1 le $362,400.00 •• s05_0s 31 " Licenses and Permits . " 3202 clog Licenses $.15,000_.00 $13,500 00 ($1.,500_00) " 3203 Bicycle Licenses $200.00 $200.00 06 " 3204 Building Permits $160,000.00 $250,000.00 $90,000.00 " 3205 Electric PprmitR $387000 00 $5.0-,--000_-00 $12,000_08 " 3206 Plumbing Permits $30,000.00 $42,000.00 $12,000.00 4g " 3207 Occupancy Permits $3,000.00 $3,000.00 1' 3209 Garage_Salea $250_00 $100 00 ($154_-.00)_x;; '°3210 Bingo Permits $200.00 $200.0044 " 3211 Banner Permits $500.00 $500.00 55 " 3212 Animal__LFowl Permits; $1QO On $0,00 {$100_00) 55 _ ;; 133213 Animal Redemption Fee $4,000.00 $3,500.00 ($500.00) 0 41 11 " Fines_&.'orfpiturps 60 '° 3301 Vehicle Code Violations $63,930.00 $70,000.00 $6,070.00 12 " 3303 Court Fines/Police Dept $40,000.00 $47,000.00 $7,000.00 63 0 f. 49 65 66 10 - 67 11 69 1751 f9 11 11 l6 1' S 11 2-ADl 11 73 V 0 0 J u. s J J J J J • 0 A -Pg 2 Use of Money & Property 3401 Interest Income $25,000.00 $27,488.00 $2,488.00 3402 Rents & Concessions $5,000:00 $6,400.00 $1,400.00 3403 Pier Revenue $9,960.00 $9,960.00 3404 Comm Ctr Leases $55,000.00 $55,000.00 , 3405 Coth F tr Rentals $30,06670-0 $40,000.00 $10,000.00 0 3406 Comm Ctr Theatre $17,000.00 $17,000.00 , 9 3411 Other Facilities $40,000.00 $62,000.00 $22,000.00 , ,0 3412 Tennis Courts $6,000.00 $10,000.00 $4,000.00 ' 3414 Prop A Conversion $0.00 $0.00 , 12 3415 011 Platform Fee $0.00 $0.00 , ib 3416 Oil Royalties $20,000.00 $20,000.00 ' 3417 Oil Bidders Fee $100,000.00 $100,000.00 15 7 Intergovernmental7State , 3504 In Lieu Off Highway $400.00 $400.00 . 3505 In Lieu Motor Vehicle $496,269.00 $496,269.00 , 19 3507 Highway Sweeping $6,000.00 $6,000.00 70 3508 Mandated Costs $32,684.00 $32,684.00 . 3509 Homeowner Prop Tx Relief $60,000.00 $60,000.00 n 3510 Post $29,246.00 $29,246.00 n 3511 Stc-Svc Off Training $7,000.00 $7,000.00 74 3514 Cigarette Tax 53,496.00 $53496.00 ,6 3515 Supplemental Subvention $37,881.00 $37,881.00 , 16 3516 Scag Transit Plan $0.00 $0.00 , , n Current Service Charges ' n 3801 Residential Inspection $12,000.00 $15,000.00 $3,000.00 70 3802 Sign Review $1,200.00 $700.00 ($500.00) 3803 Environmental Impact $1f,500.00 $11,960.00 $460.00 n 3806 Board of Appeals $1,325.00 $1,550.00 $225.00 , » 3808 Zone Variance Review $1,240.00 $2,370.00 $1,130.00 , _ 34 3809 Tentative Map Review $2,700.00 $5,640.00 $2,940.00 ' 37 3810 Final Map Review $1,750.00 $1,250.00 ($500.00) 6 56 3811 Zone Change Review $3 600.00 $1,800.00 ($1,800.00) ' 3812 Conditional Use Review $12,160.00 $10,000.00 ($2,160.00) ' m 3813 Plan Check Fees $120,000.00 $150,000.00 $30,000.00 09 3814 Planning/Zoning Appeal $800.00 $800.00 -> 40 3815 Pubric Wor s Services $10,000.00 $12,000.00 $2,000.00 ; 3816 Curb/Sidewalk Repair $100.00 $100.00 3817 Special Curb Marking $1,750.00 $1750.00 6 U 3818 Police Services $12,000.00 $14,000.00 $2,000.00 , 3819 Jail Services $16,600.00 $28,000.00 $11,400.00 6 66 3820 Trusty Admin Fee1,000.00 $2,100.00 $1,100.00 3121. Fingerpnt Service $2,500.00 $2,500.00 ' 3823 Special Event Security $13,125.00 $13,125.00 4+ 3824 Vehicle Inspection Fees $1,500.00 $2,000.00 $500.00 . 6. 3825 Public Notice Posting $50.00 $50.00 60 3826 Rec Programs/Classes $0.00 $0.00 6 3827 Library Grounds Maint $4,552.00 $5,007.00 $455.00 6 62 3831 Street Cut Inspection $45,000.00 $40,000.00 ($5,000.00) 66 3834 Encroachment Permit $1,500.00 $2,000.00 $500.00 , 6. 3835 Weed & Lot Cleaning $1,000.00 $1,000.00 , 66 3-836 Fumigation Inspect Fee $6,500.00 $7,000.00 $500.00 , 56 3837 Returned Check Charge $700.00 $700.00 17 53 :o Pg 3 -3838 ' 839 3840 3841 57 Sale of Map/Publications Photocopy -Charges Ambulance Transport Police Towing Parking -Plan --Application $600.00 $600.00 -$900-.-00 $900.00 $6,500.00 $6,500.00 $30,000.00 $26,000.00 $0,00 $1;090:-00 Other Revenue 901 Sale-o-Real-/-Pera-Property $; 3902 Refunds/Reimb Prev Yr 3903 Contributions Non Govt 3904 General -Miscellaneous FUND TOTAL ($4,000.00) $1;090.00 0;2-25--00 $10 00-00 ($10-225.-00) $500.00 $1,734.00 $1,234.00 $1,000.00 $1,300.00 $300.00 S17000,00 :00 $25-5-73-: 00 $24-573-.00 $7,176,781.00 $7,441,578.00 F $264,797.00 LIGHTING DISTRICT FUND Taxe 3101 Current Year Secured 3103 Prior Year Collections $400,000.00 $25,000.00 7' 31 Inter- estbP-enalties $ 748-:00 75 25 V 7' 79 So 37 3, 5. 33 34 37 3, 59 40 49 Use of Money & Property 3401 I nter-e s -t- Insome 5F 51 53 M 55 59 57 $64,00000 Other Revenue 3904 Cene a M-i-aoellaneeu FUND TOTAL $490,748.00 $400,000.00 $25,000.00 $-177-4-80-0 19 FF 7 11 14 15 7,57 ., 79 30 51 57 15 I55 $44-r8-5-8,00 0-19,142.00) 33^ 00,0 $27000:0 $473,606.00 ($17,142.00) PARKING FUND F-ines-& Forfeitures 3302 Court Fines/Parking Use-of-Money-&-Propeet 3401 Interest Income 3407 Parking Lot Rental 3409 Lot B 3413 VPD Lease $1,100,000.00 $1,300,000.00 $200,000.00 Current-Servicc Charge $70,000.00 $31,104.00 $22;000.00 $49,500.00 $18,000.00 $31,104.00 *15,000.-00 $49,500.00 ($52,000.00) ($+000:00) 3842 Parking Meters 3843 Parking Permits: Annual 3844 Dal1-y-Park -ng-Permi-tG 3845 VPD Lot Permits/Daily 3846 VPD Lot Permits/Monthly 3847 Validation -Stamp 3848 3849 3850 Contract. 3851 Key Cards Driveway Permits Guests Permits FUND -TOTAL $500,000.00 $150,000.00 $7;000..00 $500,000.00 $150,000.00 $3;500.-00 ($37500.00) $1,400.00 $3,000.00 $1,600.00 $6,000.00 $6,000.00 $2;000..00 $6,000.00 $4,000.00 $500.00 $800.00 $300.00 $1,000.00 $1,400.00 $400.00 $200:00 $500-700 $300:00— $100.00 $100.00 $1,-940-804:00 $2;0847904.00 $144,100.00 34 ., 1: 15 41 9I 41 .F 51 5: 5. 5' 5,4 5, 51 Pg 4 TATE-CAS-TAX-FUN 9 1e 17 11 11 16 17 Use of Money & Property —3401 Interest-ncomc Intergovernmental/State 3501 Section -2106 Alloeation 3502 Section 2107 Allocation 3503 Section 2107.5 Allocation 3519 Section 2126--(SB300) 3521 Outer Continental Shelf FUND-TOTA COUNTY GAS TAX FUND $26-;000:00 $16;914.-00 $54,147.00 $166,069.00 $4,000.00 $45,655:00 $64,029.00 $54;147:00 $166,069.00 $4,000.00 $45,655.00 $64,029.00 $3-59, 900.00 $350,014700 ($9-086-.00)--- $9,086-00} 3401 Use of Money & Property Interest Income $3,600.00 $1,700.00 ($1,900.00) ]5 16 Intergovernmental/County $88,588.00 $88 58&:00 360-1 County-Afdo-to—CC><-t-��r{es FUND TOTAL $92,188.00 $90,288.00 ($1,900.00) ' ]7 " PARK & RECTN FACTY FUND Taxes . ]5 ]6 3116 Park Rec Facility Tax Use r- Droperty $30,000.00 $160,000.00 $130,000.00 " ]9 3401 -of -Mone -y Interest Income $17,000.00 $8,466.00 ($8,534.00) '° " 3910 Other -Revenue Park,Recreation in Lieu $98,000.00 $145,_000-_00 $30,000.00' $198x+66-4-00 ($68,000.00) $53T466,00 . .5 EUND_TOTAT• REVENUE SHARING FUND '° 47 .P 3401 Use of Money & Property Interest Income $0.00 $2,024.00 $2,024.00 . " 51 3702 Intergovernment/Federal Revenue Sharing $18,641.00 $11,883.00 ($6,758.00) , 5] 1. FUND TOTAL $18,641.00 $13,907.00 ($4,734.00) 55 55 57 14 If a 44 45 :6 of ac 51 P 5: 54 51 55 61 6: 6. Co 61 Pg 5 COMM DEV BLOCK GRT FUND 7 7 1 Intergovt/Federal 3706 Runaway Shelter 84C259 $0.00 $0.00 3707 CDBG Admin 84C261 $1,370.00 $1,370.00 e 3708 Sewer Study-3B263 $0.00 $0.00 , 3709 St Drain Upgrade 84C260 $0.00 $0.00 11 3710 Sewer Rehab 84.C264/JB26 $0.00 $0.00 Other Revenue 1i 3902 Refunds/Reim Prev Year $6,533.00 • $6,533.00 ; FUND TOTAL $7,903.00 $7,903.00 14 If , TRANSIT FUND 7• Taxes ; 3117 Proposition A Transit $188,785.00 $188,785.00 ;; 21 77 -3118 State-Transit-Assistance $0.00 $0.00 Ti 77 3119 Local Transit Funds $0.00 $0.00 Y. 7137 7 Use-of-Money-&-Pzoperty " 3401 Interest Income $20,000.00 $3,000.00 ($17,000.00) 76 3; 77 Current -Service -Charges „ , 3852 Fares ESEA $3,400.00 $3,400.00 ,' 3853 Fares Beach Shuttle$150.00$0.00 " ,o ($150.00) „ 00 $500• 3138-54 Fare $3;000:00 $3-7500-7o0 70 373855 Bus Passes ..., I- $3,295.00 $3,295.00 {1: ;, IUND-TOTAL $2187630:00 $20t7980-700 ($16,650.00) i.: ., w II 42 GRANT FUND sa u er „ Use of Money & Property ,a „ 3401 Interest Income $0.00 $120.00 $120.00 ., .R RI ,; Intergovernmental State 676, ,.3513 Roberti Zberg $8,290.00 $8,290.00 0 „ 35-17 Office-of-Traffic-Safety $55,000-700 $55T0007-00 61 50 3518 Hydrant Upgrade/76-1902 $0.00 $0.00 6 5?3520 Roberti Zberg 19-162 $8,976.00 $8,976.00 ,I „ RS 71 f] 14Intergovernment/Federal 313701 Federal Aid-Urban $496;454:00 $496;454700 563705 Hazard Elimination Sfty $0.00 $0.00 ;; 37. 1 ' ' - Pg 6 ' CROSSING GUARD FUND ' ' 6 3101 Taxes Current Year Secured $73,495.00 $73,495.00 ' . ° 3103 3104 Pr -i -or -Year -Collect . . Interest/Penalties 5,000;00 $100.00 $37000.00 $100.00 ° 11 3401 Use --o f-Money-&-Froper ty Interest Income FUND—TOTAL $0.00 $367595=00 $0.00 $767595:O1 17 H I, SEWER FUND 16 .6 3401 Use of Money & Property Interest Income $2,600.00 $10,000.00 $7,400.00 ° '° 3828 Current Service Charges Sewer Connection Fee $20,000.00 $25,000.00 $5,000.00 $380.-00 " 76 7. 3829 3832 Sewer—Demolition—Fe Sewer Lateral Installtn $820.00 $7,889.00 $1-200:00 $7,889.00 " 76 " 3906 Other—Revenuc In Lieu Sewer Fee $25,385.00 $22,000.00 ($3,385.00) 76 23 70 DEBT SERVICE FUND FUND -TOTAL $56;694:00 *667089:00 $97395700 " ,6 3401 Use of Money & Property Interest Income $18,000.00 $3,031.00 ($14,969.00) ,6 " 7i FUND TOTAL $18,000.00 $3,031.00 ($14,969.00) " ]6 " CAPTL IMPRVMT FUND 40 °' 3401 Use-of-Money-&-Preperty Interest Income $12,000.00 $4,553.00 X4,553.00 ($7,447.00) 67 66 6, FUND -TOTAL $12,000:00 (77447:00) .6 .7 44 ,. „ ,6 6) GRAND- TOT -ALS $H,1827604:00 $1175827554:00 $399,-950;00 1 GENERAL FUND - DEPARTMENT CITY COUNCIL CITY CLERK/RECORDS ELECTIONS LEGAL - ATTORNEY LEGAL - PROSECUTOR CITY TREASURER CITY MANAGER FINANCE/ADMINISTRATION PERSONNEL CABLE TV DATA PROCESSING BUSINESS LICENSE GENERAL APPROPRIATIONS EMPLOYEE HEALTH BENEFITS RETIREMENT PROSPECTIVE EXPENDITURES ADVERTISING POLICE FIRE ANIMAL CONTROL CIVIL DEFENSE STREET MAINTENANCE PLANNING PLANNING COMMISSION BUILDING PUBLIC WORKS ADMINISTRATION BOARD OF APPEALS BUILDING MAINTENANCE EQUIPMENT SERVICE • COMMUNITY RESOURCES COMMUNITY RESOURCES COMMISSION CHILD ABUSE PARKS CAPITAL IMPROVEMENT PROJECTS TOTAL RECAP OF EXPENDITURES 1986 - 87 MIDYEAR BUDGET REVIEW EXPENDITURES 56,083 41,205 11,200 197,050 27,368 28,647 112,831 213,554 84,803 3,418 262,039 68,582 30,226 393,646 975,962 52,836 8,001 2,283,107 1,011,909 77,448 10,953 220,840 120,327 5,980 280,411 204,767 285 278,877 83,031 217,601 190 23,750 195,650 95,820 7,678,397 SPECIAL FUND - DEPARTMENT STREET LIGHTING FUND STREET LIGHTING DIVISION CAPITAL IMPROVEMENT PROJECTS PARKING FUND VEHICLE PARKING DISTRICT PARKING ENFORCEMENT CAPITAL IMPROVEMENT PROJECTS COMM CTR. PKG STRUCTURE STATE GAS TAX FUND MEDIANS TRAFFIC SAFETY CAPITAL IMPROVEMENT PROJECTS PARKS RECREATION FACILITY TAX FUND CAPITAL IMPROVEMENT PROJECTS GENERAL REVENUE SHARING CAPITAL IMPROVEMENT PROJECTS PROPOSITION A FUND GRANT FUND CAPITAL IMPROVEMENT PROJECTS CROSSING GUARD DISTRICT SEWER FUND EWER/STORM DRAIN CAPITAL IMPROVEMENT PROJECTS INSCE FUND CITY INSURANCE WORKER'S COMPENSATION UNEMPLOYMENT INSURANCE MEDICARE ti V�^ OTHER FUND TOTAL GRAND TOTAL EXPENDITURES 379,565 236,500 321,464 750,161 35,063 10,000 133,832 89,969 130,264 206,534 43,302 201,885 636,405 71,370 105,615 737,460 221,500 161,938 74,574 5,258 4,552,659 12,231,056 2 (z) Honorable Mayor and Members of the Hermosa Beach City Council RECOMMENDATION January 8, 1987 City Council Meeting of March 2, 1987 1985-86 REPORT ON INTERNAL ACCOUNTING CONTROL (MANAGEMENT LETTER) GRANT THORNTON ut 0 It is recommended that the City Council accept the staff recommendation relating to the Report on Internal Accounting Control submitted by Grant Thornton for fiscal year 1985-86. Staff recommends the following: FIXED ASSETS Funds have been provided in the 1986-87 Finance Department budget for appraisal of fixed assets and software to allow integration of the information with the financial management system. The RFP for fixed assets is in the planning stage. It is intended that the contracting vendor will work closely with the City's auditors to guarantee satisfaction with the resultant product, thereby eliminating this qualification on the City's financial statement. SEGREGATION OF DUTIES Items (1) and (2) can be successfuly implemented at this time without waiting for an opportunity via a newly hired employee. GENERAL LONG TERM DEBT Accounts have been set up and can be utilized to implement this recommendation. RECEIVABLES This one error was an oversight. A review process has been established to prevent reoccurrence. PREPAID INSURANCE This account has been established and will be utilized when appropriate. OPERATING TRANSFERS A method to differentiate between transfers has been developed and discussed with the auditors. It is recommended that this method of memo notation and quarterly reconciliation of interfund transfers be implemented. 1b DEBT SERVICE AND CAPITAL PROJECTS FUNDS It is recommended that, consistent with the audit recommendation, these funds be eliminated and amounts transferred to the General Fund, with designations therein for these purposes. INTERNAL SERVICE FUND All insurance accounts have been budgeted in the Internal Service Fund for 1986-87. The accountant is in the process of establishing service charges to the departments for insurance to enable the fund to function in a manner consistent with the fund type. ELECTRONIC DATA PROCESSING The General Services Director has indicated that these items have been discussed at length with the audit staff and all will be addressed within this calendar year. Concur: Gr Ci gor T y Mana:er yer 2 Viki Copelan Finance Administrator 001 GENERAL FUND 105 LIGHTING 110 PARKING FUND 115 STATE GAS TAX 120 COUNTY GAS TAX • * Fund balance includes Asset Replacement Capital Improvements Parking Facility Unappropriated CITY OF HERMOSA BEACH BUDGET SUMMARY BY FUND 1986 - 87 MIDYEAR BUDGET REVIEW ESTIMATED FUND BALANCE JUNE 30, 1986 852,824 1,309,873 -0- 462,118 47,611 Designation for: 120,000 522,706 5,254 73,038 ESTIMATED REVENUE 1986-1987 7,441,578 473,606 2,084,904 350,814 90,288 PROPOSED EXPENDITURES 1986-1987 7,678,397 616,065 1,116,688 354,065 Open Space Acquisition/Maintenance Prospect Park Acquisition Debt Service Affordable Housing TRANSFER IN - (OUT) 1,830,814 (1,413,985) (147,995) (968,216) 100,351 (189,642) (88,588) $100,000 100,000 65,005 46,831 146) PzI ESTIMATED FUND BALANCE JUNE 30, 1987 1,032,834 * 1,019,419 -0- 369,576 49,311 2 (3) ESTIMATED ESTIMATED PROPOSED TRANSFER ESTIMATED FUND BALANCE REVENUE EXPENDITURES IN - (OUT) FUND BALANCE JUNE 30, 1986 1986-1987 1986-1987 JUNE 30, 1987 125 PARK RECREATION FACILITIES 210,770 198,466 206,534 8,976 (80,000) 131,678* 130 REVENUE SHARING 97,271 13,907 43,302 8,290 76,166 140 CDBG (29,217) 7,903 21,314 -0- 145 PROPOSITION A FUND 59,863 201,980 201,885 44,833 104,791 150 GRANT FUND 3,353 568,840 636,405 84,951 3,473 (17,266) 155 CROSSING GUARD (10,098) 76,595 71,370 (4,250) (9,123) 160 SEWER FUND 314,435 66,089 843,075 664,005 166,486 (34,968) 205 DEBT SERVICE 169,610 3,031 (172,641) -0- 305 CAPITAL IMPROVEMENT 254,700 4,553 (259,253) -0- 705 INSURANCE FUND 100,000 463,270 613,270 250,000** TOTAL 3,843,113 . 11,582.,554. * Fund balance includes designation for Prospect Park $50,000 ** Fund balance includes reserve for self-insured retention $250,000 12,231,056 3,194,611 Honorable Mayor and Members of the Hermosa Beach City Council February 25, 1987 City Council Meeting of March 2, 1987 1985 - 1986 CITY AUDIT RECOMMENDATI ON It is recommended that the City Council accept the 1985 - 1986 Financial Audit, dated September 22, 1986 as prepared by the out- side auditor, Grant Thornton. ^ BACKGROUND %V� The role of the outside auditor is a time honored one in city government and, in Hermosa Beach it has been our practice to an- nually audit the financial statements and encourage the Auditor to submit a.Management Letter. Tonight you are being asked to accept the report from your out- side auditor, GRANT THORNTON. They have examined our financial records and transactions for the period July 1, 1985 through June 30, 1986. As a result of that examination they have issued their formal opinion and have further, as Council policy requires, sub- mitted a management letter to you regarding internal controls, suggestions for improvements, etc. ANALYSIS The audit found that our records and processes were being con- ducted appropriately and generally in conformity with good governmental accounting practices. No improprieties or embezzle- ments were discovered. And throughout the process city staff was cooperative and facilitative. And so the financial statements are submitted to you with the recommendation that you, by motion, formally accept them. Mr. Lee Strom of Grant Thornton was responsible for the conduct of this audit. He is here and able to answer any technical ques- tions you might have regarding either the financial statements or the management letter. Additionally, I would like to take a few moments during the meet- ing to review with you some of the financial numbers from the Audit. The attached charts will be used in that presentation on March 2. Gr Ci or T Teyer .y Manager GTM/ld Attachments cc Executive Staff All Employee Groups la DETAILED BREAKDOWN OF JUNE 30, 1986 FUND BALANCE FUND BALANCE, JULY 1, 1985 $ 21,235 ESTIMATED EXCESS REVENUES OVER EXPENDITURES $ 91,363 ( $ 100,000 ) E XCESS REVENUE $ 467,333 E XPENDITURES UNDER BUDGET $ 186,173 $ 186,720 TRANSFER TO INSURANCE FUND N ET TRANSFER FUND BALANCE AT END OF YEAR $ 852,824 SIGNIFICANT 1985 - 1986 EXPENSES LESS THAN BUDGETED RETIREMENT GEN. APPROP PROS. EXPEND POLICE $ 59,551 $ 37,124 $ 61,458 $ 30,190 SIGNIFICANT 1985-1986 REVENUES MORE THAN BUDGETED P RLMARV( CONTRIBUTING FACTORS GENERAL FUND $ 467,333 PROPERTY TAXES U TILITY USERS TAX S UPPLEMENTAL ROLL S ALES TAX ADJUST B UILDING PERMITS P LUMBING PERMITS FINES -FORFEITURES O THER MOTOR VEHICLE FEES CIGARETTE TAX SUPPLEMENTAL SUBVENT PLAN CHECK R• ESIDENTIAL INSP INTEREST $ 28,749 $ 42,800 $ 34,865 $ 85,000 $ 53,497 $ 11,017 S 9,970 $ 30,691 $ 72,027 $ 6,249 $ 7,868 $ 51,345 $ 5,345 $ 27,910 PARKING FUND 325,496 COURT FINES METERS VPD LEASE OTHER $ 286,829 9,499 $ 21,004 $ 8, 164 N 0-1 C c (\C PARKING FUND ANALYSIS 1985 - '86 BUDGET REVENUES MINUS EXPENSES WERE TRANSFER IN MORE THAN BUDGET TRANSFERRED TO GENERAL FUND $ 307,985 $ 5,254 $ 313,239 COURT FINES - PARKING $ 286,829 VPD- LEASE METERS OTHER VARIANCES IN ACCOUNTS $ 21,004 $ 9,449 $ 8,164 TOTAL $ 325,496 EXPENDITURES OVER BUDGET ( $6,353 ) TRANSFER IN ($5,254) OTHER ADJUSTMENTS ( $650 ) RESULTANT $ 313,239 12G -c! cx--r/ UE. e//4-4).6/7134-6-..:- - //4 7JL' / 77J,z- YHCYw HCU HY IDwTi tal�lt� BOX eoo «I1 III TULSA or 74101 5005 IVORY; 5205 GREEN; 5405 WHITE PRINTED IN U.S. A 1 1 2' 3 4 5 //00 o , I I t 2 3 4 __, ' ' / —�'7 S71—C-6 C Cr'7rFC- / •1 -IST /7 -CT G� -{ — j ,-- a — I �I�i A S_ Ar PF.L Tc/ — _i_ _ — — °46 A0 !/ IL/JD/7— L,C I I GT" 6 1 I - - 6CJ(J�- F L /C (/ m1U�aP,re,1 S j i r j/ J I I1 8 9 10 i /j/S/— i I 12 13 12/�}/Cc) I I ( ;: I i I j /- ! i l I 1 I t 13 14 I i __1__:i 14 15 I --iI • I i 15 1 16 1a 1 16 17 18 19 20 i + I � -- 1, j 1 -- r -r- 1 . 1 �� i 1 1 r1 i -- — I I I 1 1 -!— i -- I i, 19 20 I 1 21 22 ; I I 21 22 23 r j I i 23 I 1 24 L — — ! —~ _. _ 1 24 , I 25 25 26 . j 26+ 27 , I I �— 27 28 28 I28 29 j � t I i l i 1 t 29 30 I 1 ' i 30 31 I ! I ! i I ! 31 32 j 1 1 32 33 I 1 I 1 33 34 I I 1 34 1 35 35 36I 36 i T 37 1 38 38 39 ! I_ 39 40 40 1 I tal�lt� BOX eoo «I1 III TULSA or 74101 5005 IVORY; 5205 GREEN; 5405 WHITE PRINTED IN U.S. A qvkA DETAILED BREAKDOWN OF JUNE 30, 1986 FUND BALANCE FUND BALANCE, JULY 1, 1985 E STIMATED EXCESS REVENUES l* OVER EXPENDITURES TRANSFER TO INSURANCE FUND EXCESS REVENUE E XPENDITURES UNDER BUDGET N ET TRANSFER VCJL,., 4.A FUND BALANCE AT END OF YEAR $ 21,235 $ 91,363 ( $ 100,000 ) $ 467,333 $ 186,173 $ 186,720 $ 852,824 SIGNIFICANT 1985 - 1986 EXPENSES LESS THAN BUDGETED RETIREMENT GEN. APPROP PROS. EXPEND POLICE $ 59,551 $ 37,124 $ 61,458 $ 30,190 SIGNIFICANT 1985- 1986 REVENUES MORE THAN BUDGETED PRIMARY CONTRIBUTING FACTORS GENERAL FUND $ 467,333 P ROPERTY TAXES U TILITY USERS TAX S UPPLEMENTAL ROLL S ALES TAX ADJUST B UILDING PERMITS P LUMBING PERMITS FINES -FORFEITURES U SE OF MONEY MOTOR VEHICLE FEES CIGARETTE TAX S UPPLEMENTAL SUBVENT PLAN CHECK RESIDENTIAL INSP INTEREST OTHER $ 28,749 $ 42,800 $ 34,865 $ 85,000 $ 53,497 $ 11,017 $ 9,970 ( $ 4,825 ) $ 72,027 $ 6,249 $ 7,868 $ 51,345 $ 5,345 $ 27,910 ( $ 3,900 ) PARKING FUND $ 325,496 COURT FINES METERS VPD LEASE $ 286,829 9,499 $ 21,004 PARKING FUND ANALYSIS 1985 - '86 BUDGET REVENUES MINUS EXPENSES WERE TRANSFER IN MORE THAN BUDGET TRANSFERRED TO GENERAL FUND $ 307,985 $ 5,254 $ 313,239 COURT FINES - PARKING $ 286,829 VPD LEASE METERS OTHER VARIANCES IN ACCOUNTS $ 21,004 $ 9,449 $ 8,164 TOTAL $ 325,496 EXPENDITURES OVER BUDGET ( $6,353 ) TRANSFER IN OTHER ADJUSTMENTS ($5,254) ( $650 ) RESULTANT $ 313,239 FINANCIAL STATEMENTS AND AUDITORS' REPORT CITY OF HERMOSA BEACH JUNE 30, 1986 CONTENTS REPORT OF CERTIFIED PUBLIC ACCOUNTANTS FINANCIAL STATEMENTS COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUP COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - ALL GOVERNMENTAL FUND TYPES STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS - FUND BALANCES - PROPRIETARY FUNDS STATEMENT OF CHANGES IN FINANCIAL POSITION - PROPRIETARY FUNDS NOTES TO FINANCIAL STATEMENTS SUPPLEMENTAL INFORMATION AUDITORS' REPORT ON SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE AUDITORS' REPORT ON INTERNAL CONTROLS (ACCOUNTING AND ADMINISTRATIVE) - BASED ON A STUDY AND EVALUATION MADE AS A PART OF AN EXAMINATION OF THE GENERAL PURPOSE FINANCIAL STATEMENTS AND THE ADDITIONAL TESTS REQUIRED BY THE SINGLE AUDIT ACT AUDITORS' REPORT ON COMPLIANCE WITH LAWS AND REGULATIONS BASED ON AN EXAMINATION OF GENERAL PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH THE STANDARDS FOR AUDIT ISSUED BY THE GAO PAGE 3 4 5 6 7 8 9 21 22 23 27 Suite 1100 18300 Von Karman P.O. Box19585 Irvine, CA 92713-9585 714 553-1600 GrantThornton REPORT OF CERTIFIED PUBLIC ACCOUNTANTS City Council City of Hermosa Beach, California Accountants and Management Consultants Member Firm • Grant Thornton International We have examined the general purpose financial statements of the various funds and account group of the City of Hermosa Beach, California (the City) for the year ended June 30, 1986, listed in the foregoing contents. Our examination was made in accordance with generally accepted auditing standards and, accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances except as explained in the following paragraphs. As described more fully in Note J, the general purpose financial statements referred to above do not include the financial statement of the general fixed assets account group, which should be included to conform with generally accepted accounting principles. The proprietary fund has recorded as expenditures, additions to property, plant and equipment, which, in our opinion should be capitalized in order to conform with generally accepted accounting principles. The effect of this treatment on the financial position, results of operations and changes in financial position is not reasonably determinable. In our opinion, except for the effects of not capitalizing expenditures for property, plant and equipment in the proprietary fund as discussed in the preceding paragraph and the omission of the financial statement described in the second preceding paragraph, the general purpose financial statements referred to above present fairly the financial position of the City at June 30, 1986 and the results of its operations and the changes in financial position of its proprietary fund types for the year then ended, in conformity with generally accepted accounting principles applied on a basis consistent with that of the preceding year. Irvine, California September 22, 1986 (except for Note N, as to which the date is February 25, 1987) i • ASSETS Cash and short-term investments (notes A5 and L) Reimbursable grants Interest receivable Other receivables (note E) Deposits Amount available in debt service fund Amount to be provided for long-term debt Investments in deferred compensation plan (note I) Prepaid expenses Due from other funds (note L) Total assets LIABILITIES AND FUND EQUITY LIABILITIES Accounts payable Workers' compensation claims (note H) Accrued wages and benefits (note A7) Accrued expenses (notes A8 and H) Obligations under capital leases (note D) Long-term debt (note B) Deposits (note C) Liability under deferred compensation plan (note I) Contracts payable Due to other funds (note L) City of Hermosa Beach COMBINED BALANCE SHEET - ALL FUND TYPES AND ACCOUNT GROUP June 30, 1986 Governmental fund types General restated (note N) $ 610,626 18,335 369,685 28,000 Special Debt Capital revenue service projects Proprietary fund types Fiduciary Account group fund type General Internal service Enterprise Agency. $2,444,876 $165,336 $250,662 $100,000 566,305 33,554 4,274 4,038 74,598 $172,471 8,245 10,163 80,732 - - - - - 572,499 - - - 86,401 - 114,843 long-term debt 169,610 767,274 $1,679,877 $3,119,333 $169,610 $254,700 $186,401 $190,879 $114,843 $936,884 $ 153,637 $ 250,000 253,818 47,175 36,022 86,401 Total liabilities 827,053 COMMITMENTS AND CONTINGENCIES (notes D, F and H) FUND EQUITY (notes A8, G, J, M and N) Contributed capital Retained earnings Fund balances Reserved �. Unreserved Designated Undesignated Total fund equity Total liabilities and • fund equity 14,846 66,831 771,147 852,824 73,457 $ 18,897 48,364 572,499 713,217 4,629 2,401,487 2,406,116 $1,679,877 $3,119,333 The accompanying notes are an integral part of this statement. -4- - $ - - $ 90,861 - - 40,155 - 86,401 - 169,610 86,401 131,016 - 100,000 - 59,863 - 254,700 169,610 254,700 $169,610 $254,700 100,000 59,863 114,843 - 114,843 $186,401 $190,879 $114,843 124,837 565,626 139,114 107,307 936,884 $936,884 Total (memorandum only) (note A4) $3,743,971 566,305 68,446 454,446 28,000 169,610 767,274 114,843 80,732 658,900 $6,652,527 $ 317,955 374,837 878,496 86,401 139,114 107,307 47,175 114,843 84,386 658,900 2,809,414 100,000 59,863 189,085 321,531 3,172,634 3,843,113 $6,652,527 City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS June 30, 1986 NOTE A - SUMMARY OF ACCOUNTING POLICIES i 1. Description of Entity • • • • 1 The City of Hermosa Beach (the City) was incorporated in 1907 in the State of California as a general law city. Included in the financial entity of the City is the Hermosa Beach Vehicle Parking District, Hermosa Beach Crossing Guard District, Hermosa Beach Parking Authority and Hermosa Beach Street Lighting District. Although these entities are legally separate from the City, the City has oversight responsibility and/or direct legislative authority through the City Council. The financial statements of the South Bay Regional Public Communication Authority (SBCA) and the Hermosa Beach Civic Center Building Corporation are not included in these financial statements. These agencies either determine their own budget or have their own independently elected governing board and are not subject to oversight responsibility by the Hermosa Beach City Council. The City appoints one member of the five member governing board of SBCA, which determines the SBCA budget. The accounts of the City are organized and operated on the basis of funds and account group, each of which is defined as a fiscal and accounting entity with a self -balancing set of accounts established for the purpose of carrying on special activities or attaining certain objectives in accordance with special regulations, restrictions or limitations. 2. Description of Funds and Account Group Governmental Fund Types General Fund - Used to account for all financial resources except those required to be accounted for in another fund. Special Revenue Funds - Used to account for the proceeds of specific revenue sources that are legally restricted to expenditures for special purposes. •Debt Service Fund - Used to account for the accumulation of resources for and, the payment of, general long-term debt principal and interest. -9- City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE A - SUMMARY OF ACCOUNTING POLICIES - Continued 2. Description of Funds and Account Group - Continued Governmental Fund Types - Continued Capital Projects Funds - Used to account for financial resources used for the construction or acquisition and improvement of major capital facilities. Proprietary Fund Types Enterprise Fund - Used to account for operations of the Transit and Parking Funds where the intent of the governing body is that the costs of providing the services to the general public on a continuing basis be recovered primarily through user charges. Internal Service Fund - Used to account for operations of the Self Insurance Fund. As with the Enterprise Fund, the Internal Service Fund is expected to be self- supporting. Fiduciary Fund Types Agency Fund - Used to account for assets which in substance are held by the City as an agent for individuals, private organizations and other governmental units. Account Group General Long-term Debt Account Group - Used to record the principal amount of future minimum lease payments due under lease purchase agreements and to account for the unmatured portion of installment purchase contracts and other long-term debt. • City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE A - SUMMARY OF ACCOUNTING POLICIES - Continued 3. Basis of Accounting All governmental fund types and agency funds are accounted for using the modified accrual basis of accounting wherein revenues are recognized in the accounting period in which they become measurable and available. Revenues considered susceptible to accrual included property taxes and revenue sharing. Expenditures are recognized in the accounting period in which the liability is incurred, if measurable. An exception to this rule is unmatured interest on lease obligation and installment contracts which is recognized when due. Proprietary funds are maintained on the accrual basis of accounting wherein revenues are recognized in the accounting period in which they are earned and expenses are recognized in the period incurred. IP 4. Total (memorandum only) columns • i Columns on the accompanying combined financial statements captioned "Total (memorandum only)" are presented only to facilitate financial analysis. The data does not present consolidated financial information. 5. Short-term Investments A pooled cash and short-term investment system is used for all funds. Short-term investments include a certificate of deposit which is carried at acquisition price which approximates fair market value. The interest rate on the certificate of deposit was 11.50 percent at June 30, 1986. The cash pooled in the local agency investment fund was bearing interest of 8.39 percent at June 30, 1986. City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE A - SUMMARY OF ACCOUNTING POLICIES - Continued IP 6. Budgeting The City Manager submits a preliminary budget to the City Council for approval prior to May 15. The City Manager is authorized to transfer budgeted amounts between object accounts and departments within the same fund. All appropriations lapse at the end of the fiscal year to the extent they have not been expended or encumbered. Budget information is presented on the same basis as generally accepted accounting principles for the general, special revenue, debt service and capital project fund types. Budgeted revenue and expenditure amounts represent the original budget modified for adjustments during the year. 7. Compensated Absences Vacation, sick leave and compensatory time, which the City expects to pay during fiscal 1986-1987 is recorded as a current liability of the appropriate fund. The remainder of the liability is recorded in the general long-term debt account group. 8. Creation of a New Fund The General Fund of the City created a Self -Insurance Fund (Internal Service Fund) and contributed $100,000 of its fund equity as a residual equity transfer to the newly established fund at June 30, 1986. This $100,000 approximates the amount required to be established by agreement with the City's insurer. The General Fund has also recorded an amount of $86,401 due to the Internal Service Fund on obligations it has incurred to June 30, 1986. The Internal Service Fund will be charging as revenues the various user funds service fees representing actual self-insurance costs. s City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE B - LONG-TERM DEBT Long-term debt consists of the following: Installment purchase agreement dated January 28, 1982, payable in monthly installments of $737, collateralized by a Xerox copier, net of interest of $748 at the rate of 12.5% Installment purchase agreement dated January 28, 1986, payable in monthly installments of $1,463, secured by deed of trust, net of interest of $69,423 at the rate of 12.5% Future principal payments are as follows: Year ending June 30, $ 9,458 97,849 $107,307 1987 $ 13,756 1988 7,731 1989 7,233 1990 8,191 1991 9,276 Thereafter 61,120 $107,307 NOTE C - DEPOSITS General fund deposits are received by the City to assure compliance with City code requirements. -13- s City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE D - LEASE OBLIGATIONS The City has entered into noncancellable, long-term leases for the acquisition of various equipment. The following is a schedule of future minimum rental payments under capitalized leases: Capitalized Year ending June 30, leases 1987 $ 61,730 1988 37,472 1989 37,472 1990 30,338 1991 15,171 Net minimum lease payments 182,183 Less amounts representing interest 43,069 s Present value of net minimum lease payments $139,114 s s Rent expense for operating leases for the year was $9,426. The City records the obligation under capitalized leases as a liability of the long-term debt group but does not capitalize the cost of the leased property as a fixed asset. Payments under capitalized leases are recorded as expenditures at the time the payment is made; an accounting method which is not in accordance with generally accepted accounting principles. -14- s s s s s s s s s City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE E - LEASES RECEIVABLE The City leases portions of the Hermosa Beach Community Center to civic and cultural organizations. Included in other receivables are leases receivable. The future minimum rentals receivable under noncancellable operating leases are as follows: Year ending June 30, 1987 $50,937 1988 19,250 1989 18,480 1990 10,510 $99,177 NOTE F - PUBLIC EMPLOYEE RETIREMENT SYSTEM Substantially all city employees are members of the State of California Public Employees' Retirement System. The City contracts with the system separately for retirement plans for the public safety employees and for employees not in the public safety category. The plan is funded by city and employee contributions. The contribution rates, as actuarially determined for the year ended June 30, 1986 were 26.59 percent of compensation for public safety employees and 11.48 percent of compensation for other employees. The City's contribution for the year. was $765,646. Net assets available for benefits at June 30, 1985, the date of the latest actuarial valuation were $6,167,369 for public safety employees and $3,971,408 for nonpublic -safety employees and the actuarially determined employer unfunded liability was $3,179,029 and $1,039,223, respectively. The assumed rate of return used for determining the actuarial values of plan benefits is 8.5 percent. -15- • • • • • • • • • • • City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE F - PUBLIC EMPLOYEE RETIREMENT SYSTEM - Continued Actuarial information on the present value of vested accumulated plan benefits and the present value of nonvested accumulated plan benefits is not available. The City makes monthly contributions to the plan equal to the amounts accrued for pension expense, which provide for retirement of unfunded actuarial benefits by the year 2011. NOTE G - FUND EQUITY (Restated - See note N) The composition of reserved and designated fund equity in the following funds at June 30, 1986 are as follows: Designated for Asset replacement Capital improvements Affordable housing Special Debt Capital General Revenue Service Projects Fund Fund Fund Fund $20,000 $ - $ - $ - - 254,700 46,831 - 66,831 - - 254,700 Reserves for Capital improvements 9,592 Debt service - - 169,610 Bike path - 4,629 Parking facility 5,254 14,846 4,629 169,610 $81,677 $4,629 $169,610 $254,700 -16- s s City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 20, 1986 NOTE H - SELF INSURANCE The City has adopted a self-insured workers' compensation program and is self-insured for the first $125,000 of each claim. At June 30, 1986, $374,837 has been accrued for workers' compensation representing estimates of amounts to be paid for reported claims. In addition, the City is self- insured for the first $100,000 of municipal, general and automobile liability coverage to the first $1,000,000. The City has over $10,000,000 in blanket and risk coverage. The City has entered into contracts with service agents who supervise and administer the programs. The City believes that provisions for workers' compensation and general liability claims are sufficient to cover all claims incurred to the self- insured limits. NOTE I - DEFERRED COMPENSATION PLAN The City has two deferred compensation plans for City employees under which deduction is made from the employee's gross salary and deposited into an Agency fund. The City makes no contribution to the plans. Contributions to the fund are invested by an outside administrator who, along with the City, determine the appropriate vehicle for investment. The funds are distributed at the time an employee retires or otherwise terminates employment. NOTE J - FIXED ASSETS The City has recorded its fixed assets as expenditures of the current period in the accounting records and therefore a statement of general fixed assets as required by generally accepted accounting principles is not included in the accompanying financial statements. The Proprietary Fund has also recorded as expenses additions to property, plant and equipment and therefore the presentation of fixed assets as required by generally accepted accounting principles is not presented in the balance sheet. City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE K - SEGMENT INFORMATION FOR ENTERPRISE FUNDS The City maintains two Enterprise funds which provide parking and transit services. Segment information for the year ended June 30, 1986 is as follows: Operating revenue Charges for services From other agencies Total Operating expenses Exchange of Proposition A funds Total Operating income (loss) Nonoperating revenue Other financial sources (uses) Transfers in Transfers out Net loss Property, plant and equipment (note J) Depreciation (note J) Net working capital Total equity (note J) Total Enterprise Parking Fund Transit Fund funds $1,980,638 1,980,638 600,388 600,388 1,380,250 39,143 5,254 (1,424,648) (1) The City has included fines fund for the year ended June $ 11,647 117,352 188,999 208,514 153,847 362,361 (173,362) 13,436 $1,992,285 177,352 2,169,637 808,902 153,847 962,749 1,206,888 52,579 5,254 (200,000) (1,624,648) (359,926) (359,927) 59,863 59,863 and forfeitures 30, 1986. with the 59,863 59,863 Parking V Y • r City of Hermosa Beach NOTES TO FINANCIAL STATEMENTS - CONTINUED June 30, 1986 NOTE L - POOLED CASH OVERDRAFTS The City has recorded a receivable (due from other funds) and a payable (due to other funds) for the overdrawn pooled cash accounts for the special revenue funds - Community Development Block Grant and Crossing Guard District as required by generally accepted accounting principles. NOTE M - DEFICIT FUND BALANCES The Community Development Block Grant Fund reduced its deficit in 1986 of $29,217 from a 1985 balance of $37,416. The Crossing Guard District Fund developed a deficit in fiscal 1986 aggregating $10,098.. The deficits will be subsequently eliminated through increased funding and user charges. NOTE N - RESTATEMENT OF GENERAL FUND EQUITY In April 1983, the City transferred to and established the then remaining fund balance of the Affordable Housing Fund as a designated amount within the general fund equity. The general fund classifications of unreserved designated have been increased by $46,831 and the unreserved undesignated decreased by the same amount to correctly reflect both fund balance classifications at June 30, 1986. -19- SUPPLEMENTAL INFORMATION • • AUDITORS' REPORT ON SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE City Council City of Hermosa Beach, California We have examined the general purpose financial statements of the City of Hermosa Beach, California, for the year ended June 30, 1986, and have issued our report thereon dated September 22, 1986 (except for Note N, as to which the date is February 25, 1987). Our examination of such general purpose financial statements was made in accordance with generally accepted auditing• standards and the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities, and Functions issued by the U.S. General Accounting Office, and accordingly, included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. Our examination was made for the purpose of forming an opinion on the general purpose financial statements taken as a whole. The accompanying Schedule of Federal financial assistance is presented for purposes of additional analysis and is not a required part of the general purpose financial statements. The information in that schedule has been subjected to the auditing procedures applied in the examination of the general purpose financial statements and, in our opinion, is fairly stated in all material respects in relation to the general purpose financial statements taken as a whole. • Irvine, California September 22, 1986 (except for Note N, as to which the date is February 25, 1987) $ $ $ $ $ s City of Hermosa Beach SCHEDULE OF FEDERAL FINANCIAL ASSISTANCE Year ended June 30, 1986 Federal Grantor/ Federal Pass-through pass-through CFDA Grantor's Disbursements/ Grantor/Program Title Number Number expenditures U.S. Department of HUD Direct programs Community development block grant - entitlement B84UC0605 - $413,200 Total U.S. Department of HUD Other Federal Assistance General revenue sharing Total Other Federal Assistance Total Federal B83UJD060505 - 71,352 484,552 75,276 75,276 41 Assistance $559,828 • • AUDITORS' REPORT ON INTERNAL CONTROLS (ACCOUNTING AND ADMINISTRATIVE) - BASED ON A STUDY AND EVALUATION MADE AS A PART OF AN EXAMINATION OF THE GENERAL PURPOSE FINANCIAL STATEMENTS AND THE ADDITIONAL TESTS REQUIRED BY THE SINGLE AUDIT.ACT City Council City of Hermosa Beach, California We have examined the general purpose financial statements of the City of Hermosa Beach, California, for the year ended June 30, 1986, and have issued our report thereon dated September 22, 1986 (except for Note N, as to which the date is February 25, 1987). As part of our examination, we made a study and evaluation of the internal control systems, including applicable internal administrative controls, used in administering federal financial assistance programs to the extent we considered necessary to evaluate the systems as required by generally accepted auditing standards, the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities, and Functions, issued by the U.S. General Accounting Office, the Single Audit Act of 1984, and the provisions of OMB Circular A- 128, Audits of State and Local Governments. For the purpose of this report, we have classified the significant internal accounting and administrative controls used in administering federal financial assistance programs in the following categories: Accounting controls o Cash and investments o Revenue, receivables, grants and receipts for both governmental and proprietary fund types, as applicable • Operating expenditures and debt service expenses, as applicable, as well as payables and accrued expenses for goods and services for both governmental and proprietary funds, as applicable o Payroll and related liabilities o Property, equipment and capital expenditures Administrative controls General requirements included, as applicable: o Political activities o Davis -Bacon Act o Civil rights o Cash management • Relocation assistance and real property acquisition o Federal financial reports Specific requirements included, as applicable: • Types of services o Eligibility o Matching level of effort Reporting o Cost allocation o Other special requirements, if any The management of the City of Hermosa Beach, California is responsible for establishing and maintaining internal control systems used in administering federal financial assistance programs. In fulfilling that responsibility, estimates and judgments by management are required to assess the expected benefits and related costs of control procedures. The objectives of internal control systems used in administering federal financial assistance programs are to provide management with reasonable, but not absolute, assurance that, with respect to federal financial assistance programs, resource use is consistent with laws, regulations and policies; resources are safeguarded against waste, loss, and misuse; and reliable data are obtained, maintained, and fairly disclosed in reports. Because of inherent limitations in any system of internal accounting and administrative controls used in administering federal financial assistance programs, errors or irregularities may nevertheless occur and not be detected. Also, projection of any evaluation of the systems to future periods is subject to the risk that procedures may become inadequate because of changes in conditions or that the' degree of compliance with the procedures may deteriorate. Our study included all of the applicable control categories listed in the first paragraph. During the year ended June 30, 1986, the City of Hermosa Beach, California expended 100% of its total federal financial assistance programs. With respect to internal control systems used in administering major federal financial assistance programs, our study and evaluation included considering the types of errors and irregularities that could occur, determining the internal control procedures that should prevent or detect such errors and irregularities, determining whether the necessary procedures are prescribed and are being followed satisfactorily, and evaluating any weaknesses. Our study and evaluation was more limited than would be necessary to express an opinion on the internal control systems used in administering the federal financial assistance programs of the City of Hermosa Beach, California. Accordingly, we do not express an opinion on the internal control systems used in administering federal financial assistance programs of the City of Hermosa Beach, California. Further, we do not express an opinion on the internal control systems used in administering the major federal financial assistance programs of the City of Hermosa Beach, California. Also, our examination, made in accordance with the standards mentioned in the first paragraph, would not necessarily disclose material weaknesses in the internal control systems used solely in administering nonmajor federal financial assistance programs. However, our study and evaluation disclosed no condition that we believe to be a material weakness to a federal financial assistance program that may occur and not be detected within a timely period. • • These conditions were considered in determining the nature, timing, and extent of the audit tests to be applied in (1) our examination of the June 30, 1986 general purpose financial statements and (2) our examination and review of the City's compliance with laws and regulations noncompliance with which we believe could have a material effect on the allowability of program expenditures for each major federal financial assistance program and nonmajor federal financial assistance program. This report does not affect our reports on the general purpose financial statements and on the City's compliance with laws and regulations dated September 22, 1986 (except for Note N, as to which the date is February 25, 1987). This report is intended solely for the use of management and the U.S. Department of Housing and Urban Development and should not be used for any other purpose. This restriction is not intended to limit the distribution of this report, which, upon • acceptance by the City of Hermosa Beach, California, is a matter of public record. • • • • • • Irvine, Caliornia September 22, 1986 (except for Note N, as to which the date is February 25, 1987) -26- • • • AUDITORS' REPORT ON COMPLIANCE WITH LAWS AND REGULATIONS BASED ON AN EXAMINATION OF GENERAL PURPOSE FINANCIAL STATEMENTS PERFORMED IN ACCORDANCE WITH STANDARDS FOR AUDIT ISSUED BY THE GAO • City Council City of Hermosa Beach, California We have examined the general purpose financial statements of the City of Hermosa Beach, California, for the year ended June 30, 1986, and have issued our report thereon dated • September 22, 1986 (except for Note N, as to which the date is February 25, 1987). Our examination was made in accordance with generally accepted auditing standards and the standards for financial and compliance audits contained in the Standards for Audit of Governmental Organizations, Programs, Activities, and Functions, issued by the U. S. General Accounting Office, and • accordingly included such tests of the accounting records and such other auditing procedures as we considered necessary in the circumstances. The management of the City of Hermosa Beach, California is responsible for the City's compliance with laws and • regulations. In connection with our examination referred to above, we selected and tested transactions and records to determine the City's compliance with laws and regulations noncompliance with which could have a material effect on the general purpose financial statements of the City. The results of our tests indicate that for the items tested, the City of Hermosa Beach, California, complied with those provisions of laws and regulations noncompliance with which could have a material effect on the general purpose financial statements. Nothing came to our attention that caused us to believe that for the items not tested the City of Hermosa Beach, California, was not in compliance with laws or regulations • noncompliance with which could have a material effect on the City's general purpose financial statements. • • Irvine, California September 22, 1986 (except for Note N, as to which the date is February 25, 1987) February 26, 1987 Honorable Mayor and Members City Council Meeting of the City Council of March 2, 1987 1985-86 FINANCIAL STATEMENT Attached is a revised copy of the 1985-86 Financial Statement. A designation of the fund balance for Affordable Housing was in- advertantly left off of the statement. See page 19, Note N. This designation has appeared in the financial statement since 1982- 83. The revision adds the designation as shown on page 16. Concur: -gor T Meyer ty Manager Attachments vc/sl Viki Copeland Finance Administrator Honorable Mayor and Members of the Hermosa Beach City Council 400 /Ieuary 19, 1987 Special Meeting of March 2, 1987 STATUS OF CAPITAL IMPROVEMENT PROJECTS QUARTERLY REPORT -JANUARY, FEBRUARY AND MARCH Recommendation: It is recommended that City Council receive and file this report. Background: Listed below is the status of all FY 86-87 approved CIP's. Street and Safety Improvements CIP 85-102 FAU, Widen Highland Ave., from Longfellow to 35th Street Status: Proposals for design due January 27, 1987 CIP 85-120 City-wide, Traffic Study Status Project not approved by the Office of Traffic Safety -will try again next year. CIP 85-130 FAU, Hermosa Ave. from 1st St. to 35th Street Status: CIP 85-131 Status: January 22, 1987: Environmental Staff Review March 3, 1987: Planning Commission If approved by the Planning Commission, we anticipate designing CIP 85-102, 85-130, 85-137 as single project. FAU, Hermosa Avenue at 2nd Street In design. City Council, on January 13, 1987, approved Consultant agreement. Workshop was conducted with Planning Commission, Consultant and Public Works Dept. on February 3, 1987. A subsequent workshop was scheduled for March 17, 1987. CIP 85-132 FAU, Hermosa Avenue at llth Street Status: Same as CIP 85-131 CIP 85-133 FAU, Hermosa Avenue at Pier Avenue Status: Same as CIP 85-131 CIP 85-134 FAU, Hermosa Avenue at 13th Street Status: Same as CIP 85-131 1 CIP 85-136 FAU, Aviation Blvd. at Prospect Avenue Status: Same as CIP 85-131 CIP 85-137 FAU, Valley/Ardmore at Gould Avenue Status: Proposals for design due February 27, 1987 CIP 85-138 FAU, Valley/Ardmore at Pier Avenue Status: Same as CIP 85-131 CIP 85-160 Roadway Improvements & Appurtenances Status: Project Complete. City Council accepted work as complete February 10, 1987. CIP 85-163 City Street Repairs Status: Identified repair areas and prepared specifications. Contract to be awarded February 24, 1987. Anticipated repair work to begin April/May, 1987. CIP 86-176 Traffic Control Pre-emption Status: Request for proposal sent to engineer. Anticipate including this with other signal design work.. Street Lighting Improvements CIP 85-201 Light Conversion and New Installations Status: Pacific Coast Highway re -lighting completed. Herondo - next scheduled street. CIP 85-202 Hermosa Avenue Lighting Status: On October 14, 1986, City Council took action to expand the scope of the project. Preliminary design work is scheduled to begin in March, 1987. CIP 85-203 Pier Lighting Status: CIP 85-301 Status: Researching preventative maintenance of lighting, including grounding of Pier - preparing lighting specifications. Spoke with engineers and contractors - awaiting proposals. Sewers/Storm Drains Pier Avenue Storm Drain Project Complete. CIP 86-302 Status: CIP 85-401 CIP 85-4023oL\ CIP 85-403 )a Status_ 09 Sixth Street Storm Drain Project Plans prepared by L. A. County; project bid opening on January 7, 1987. Construction to begin April, 1987. Design of Beach Drive drainage concern approved by Council on January 27, 1987. Beach Drive design to be presented to Council March 10, 1987 for approval to construct. Sewer Replacement, Target Area 2 CIP 84-404 Status: CIP 86-405 Status: CIP 85-501 Status: CIP 85-502 Status: CIP 85-503 Status: CIP 86-506 Status: Bids received 9/19/86 and bids rejected. Anticipate rebid approval by Council on March 10, 1987 with construction during Summer of 1987 (there should be no inconvenience to Valley School operation). Target Area 1, Sanitary Sewer Replacement Project complete pending approval by Council and final payment to contractor. Replacement and Upsizing of Sanitary Sewer Lines City wide No work to date - design anticipated to begin Spring, 1987, pending award of contract for CIP 85-401, 85-402 and 85-403. Park Improvements Clark Field Restroom Refurbishing Project complete and scheduled to be accepted as complete by Council on February 24, 1987. Prospect Park Development Work on this project did not progress as swiftly as anticipated. Hope to improve progress during 3rd and 4th quarter FY 86-87. Pier Restroom Refurbishing Project complete and scheduled to accepted as complete by Council on February 24, 1987. Various Park Improvements New beach play equipment installed in November, 1986. PCO c6 .rte - 3 - Public Buildings and Grounds CIP 86-601 City Fuel Dispensing Equipment Status: Currently out to bid. Bids due February 20, 1987. CIP 86-602 Electrical Upgrade at City Hall Status: RFP approved by Council on January 13, 1987. Proposals due March 4, 1987. CIP 86-603 Cushman Facility Status: Anticipate to begin Spring, 1987 CIP 86-604 Building Improvements at Various Locations Status: In progress -majority of minor projects completed by October, 1986. CIP 86-605 Parking Lot Paving at 75 -14th Street Status: Project complete Res ;ectfully submitted, Ant ony Antich Director of Public Works AA:mv cip/m 4 Concur: Honorable Mayor and Members of the Hermosa Beach City Council February 17, 1987 Special, Adjourned City Council Meeting of March 2, 1987 SCHEDULE FOR 1987 - '88 BUDGET AND 1987 - 1989 CAPITAL IMPROVEMENT PROGRAM CONSIDERATIONS RECOMMENDATION It is recommended that the City Council approve the following calendar: BACKGROUND May 1, 1987 May 14, 1987 May 28, 1987 City Manager Proposed Budget submitted to City Council 7:30 p.m., City Council Budget Workshop Only if an additional workshop is needed, 7:30 p.m., Council Chambers June 9, 1987 8:00 p.m., Public Hearing June 23, 1987 Adoption of Budget and Capital Improvement Program The municipal code specifies (Section 2-98) that the City Manager is responsible for preparation and submission of an annual budget to the City Council; it shall be submitted to you no later than May 15. By City Council policy this requirement has been May 1. One public hearing shall be conducted; traditionally at least one workshop meeting is held. In addition, we have now developed the capability for a three year Capital Improvement Program. ANALYSIS The recommended schedule complies with the legal requirements and, we believe, allows adequate time for Council consideration and public input. Additionally, you are invited to modify and/or expand the calendar timeline. Alana M. Mastrian Assistant City Manager AMM/ld cc All Department Heads Honorable Mayor and Members of the Hermosa Beach City Council February 26, 1987 Special, Adjourned City Council Meeting of March 2, 1987 1986 - 1987 MID -YEAR BUDGET REVIEW RECOMMENDATIONS: f‘W It is recommended that the City Council: 1. Receive and File this report; Mt�2. Adopt the attached revised Recap of Expenditures; 3. Adopt the attached revised Budget Summary By Fund; 4. Adopt the attached revised Revenue Estimates By Fund 5. Adopt a City Council instruction that, for the 1987 - 1988 budget the City Manager should seek to prepare a budget that includes an amount equal to 3% of the recommended General Fund operating budget in a Contingency Fund. BACKGROUND This is the sixth formal mid -year budget review for the City of Hermosa Beach. It's purpose is to look at the overall budget after one-half of the fiscal year and make recommendations for necessary modifications. Those departments which have expended more than 50% in the first half of the fiscal year are: PERCENTAGE DEPARTMENT PERCENTAGE DEPARTMENT 65.9 Insurance 58.9 Fire Other than for the Fire and Insurance Departments, it appears that all other departments will stay within budget for the remainder of the fiscal year. The recommended adjustments are: Fire + $ 101,000 Insurance + $ 43,082 i ANALYSIS At the mid -point in the fiscal year we have spent 46.87 of the budget allocations and received 52.7% of the anticipated General Fund revenue. At this point last year, expenditures were 48% and income was 57.7%. As reported in the City Treasurer's Report for December 31, 1986, the General Fund balance was $ 1,201,284; last year at that same time the balance was S 1,074,748 and the year prior to that there was a deficit of S 568,143 at the mid -year. Clearly then the tide has been turned and we are edging into financial solvency. This is a cumulative effect from prudent management, fiscal constraints and aggressively seeking appropriate revenues by recovering costs reasonably borne for services provided. The Budget Summary By Fund, as currently enacted anticipated a June 30, 1987 all Fund balance of S $ 2,309,272. We now anticipate that the ending balance will be $ 3,194,611. Overall this is a significant improvement in our financial position. It does not, however, mean that we are "out of the woods". By way of reference, the actual year end all Fund balance amount for June 30, 1978 was $ 4,419,652. In looking specifically at the General Fund, it would be prudent to have a contingency Fund of at least 3% of the operating budget. Such a determination is a matter of legislative policy. In recent years we have had no Contingency Fund. However, this is a common practice among the South Bay cities. Were that done for this fiscal year it would amount to approximately $ 230,000. Taking into account the revenue and expenditure estimates contained in this report and the several appropriation recommendations, the remaining unappropriated monies as of June 30, 1987 is estimated to be $ 73,038. What it will actually be is of course dependent on revenues and expenditures for the remainder of the year. REVENUES The attached revision to the Revenues indicates a net increase of S 264,797. As can be seen from the listing this is caused by a number of adjustments. Predominantly it is the result of a surge in building/development related income. It is not anticipated that this will be re -occurring. On the other hand, sales tax is estimated to be less than we originally estimated. EXPENDITURES Expenditures are generally within guidelines. The operating departments are doing a good job. However, some adjustments are necessary: 1. Fire Department salaries will be $ 101,000 more than budget due to overtime, FLSA etc.; - 2 2. Prospective Expenditure monies spent during the first six months aggregated $ 87,164. Only S 12,836 remains. It would appear prudent that an additional $ 40,000 be allocated; 3. Monies were not allocated for the current year ATSF property taxes; the bills have been received so $ 12,000 is required; 4. Our Unemployment Insurance costs are a function of payroll costs. This is our first year under this formula; in the first half of the year almost all of the budget monies have been expended. An add- itional $ 37,824 is required; 5. We are now required to pay Medicare costs on new hires only. This is a part of the federal govern- ments way of "shedding" their financial burden. It was difficult to estimate this cost; we now require an additional $ 5,258 to cover the remainder of the fiscal year; 6. As a matter of fiscal prudence it would be good for us to reduce our debts that involve interest payments. Since 1980 this sort of debt has been growing since we lacked the financial wherewithal to pay cash for our various capital needs. We can now begin to reverse that process. In examining these debts it appears that the first of these ought to be paying off the mortgage on the Bard Street property acquisition. We owe $ 96,893; paying it off would preclude about $ 40,000 in interest payments; it can be done without any penalty payments. It is therefore recommended. 7. Rejoining AWWS seems prudent, see the attached memorandum from the Director of Public Safety. We can afford (S 8,750) to do so and it will be beneficial to dealing with criminal violators. 8. Earlier in the fiscal year the City Council, as a matter of policy, instructed us to examine how we might return to a formal program of crime prevention. We have done so, see the attached memorandum from Public Safety Director Wisniewski. The cost is minimal ($ 5,000); it is recommended. FUNDS Several adjustments are needed. Specifically: 1. On the basis that UUT'income is greater than originally anticipated, increase the sewer allocation, transferring from General to the Sewer Fund $ 99,005. Our sewer needs are immense; this will be an assist toward cap- italizing replacement as already prioritized; 2. $ 44,833 needs to be transfered from the General Fund to the Transit Fund to render the balance consistent with the audited Prop A balance. 3. The Auditors have recommended elimination of the Debt Service Fund since payments are not being made from the Fund. Staff concurs. It is recommended that a transfer from Debt Service to General Fund in the amount of $ 65,005 be made and then designate that amount as a Reserve for that purpose; 4. The Auditors have recommended elimination of the Capital Improvement Fund. Staff concurrs. In 1979 the Capital Improvement Funds had a combined balance of $ 577,532. It is therefore recommended that $ 522,706 be so designated; 5. The Asset Replacement concept was formally adopted as a part of the MSI report whereby the Council imposed "costs reasonably borne" for various services. As a part of that program we are obligated to set aside funds for asset replacement. To date we've only reserved $ 20,000. It is recommended that an additional $ 100,000 be so designated; 6. Monies need to be formally set aside for the acquisition of surplus school property at the former Prospect School site. As envisioned by staff $ 250,000 can be obtained as follows: $ 100,000 from the already designated Open Space restricted monies (Oil fee income), $ 50,000 from the Park & Recreation Facilities Fund and $ 100,000 from the General Fund. While the acquisition is not yet agreed to by the seller, it would be prudent for us to encumber funds to match what we have offered. It is therefore recommended. 7. Increase the Insurance Fund reserve by $ 150,000. This is necessary to have an adequate Retention for our Liability, Property and Workers' Compensation policies. 8. Transfer from the General Fund to eliminate the deficit in the Community Development Block Grant Fund ($ 21,314). In a prior year a transfer from the General Revenue Sharing Fund for a CDBG project was not made, thereby creating a deficit. REMAINDER OF THE BUDGET YEAR The focus will, of course, be to ensure that the authorized tasks and projects are completed within the adopted budget. In addition a priority will be given to the following: 1. Completion of all authorized Capital Improvement Projects; 4 2. Obtainng back our`Building Permit authority from the California Coastal Commission; 3. Analyzing the pros and cons of a City Charter; and 4. Moving ahead with the City's hydrocarbon recovery program. CONCLUSION Preparation of this document was possible only because of the extensive efforts by all members of the management team. I am most appreciative of those efforts. Through their diligence we have prudently expended monies, met the Council's adopted objectives for the first half of the year and have now carefully commenced to realize a fiscal solvency not seen here in many a year. 4I"L- ;ory Meyer Manager GTM/ld Attachments cc All Department Heads City of Hermosa Beach COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - ALL GOVERNMENTAL FUND TYPES Year ended June 30, 1986 Revenues (notes A3, A5 and E) Property taxes Other taxes Licenses and permits Fines and forefeitures Use of money and property From other agencies Charges for services Other Interest Expenditures (notes A3, A7, B, D, H, J and M) Legislative and legal General government Public safety Public health and welfare Community development Culture and recreation Public works Parking Sanitation Capital expenditures Excess (deficiency) of revenues over expenditures Other financing sources (uses) Operating transfers in Operating transfers out Excess (deficiency) of reveues and other sources over expenditures and other uses Fund balance at beginning of year Residual equity transfer (note A8) Fund balance at end of year (notes G, J and M) Governmental fund types General Special Debt revenue service $1,938,741 $ 481,106 $ 2,858,170 540,:372 305,714 - 194,970 265,050 752,928 654,092 370,917 13,600 52,910 130,776 18,705 6,753,000 378,501 2,184,245 3,410,768 70,790 73,164 321,701 369,802 490,823 217,795 7,444,425 635,569 1,806,346 18,705 411,755 150,650 720,942 7,444,425 1,356,511 (691,425) 449,835 2,066,883 (443,869) 1,623,014 1,000,179 (903,799) 96;380 931,589 546,215 21,235 1,859,901 (100,000) $ 852,824 $2,406,116 The accompanying notes are an integral part of this statement. -5- 18,705 (100,000) (100,000) (81,295) 250,905 Capital projects 31,546 31,546 31,546 31,546 223,154 $169,610 $254,700 Total (memorandum only) (note A4) $2,419,847 3,398,542 305,714 194,970 265,050 1,407,020 370,917 13,600 233,937 8,609,597 378,501 2,184,245 3,410,768 143,954 321,701 369,802 902,578 150,650 217,795 8,079,994 720,942 8,800,936 (191,339) 3,067,062 (1,447,668) 1,619,394 1,428,055 2,355,195 (100,000) $3,683,250 City of Hermosa Beach COMBINED STATEMENT OF REVENUES, EXPENDITURES AND CHANGES IN FUND BALANCES - BUDGET AND ACTUAL - ALL GOVERNMENTAL FUND TYPES Budget Year ended June 30, 1986 General fund Special revenue funds Variance Variance favorable favorable Actual (unfavorable) Budget Actual (unfavorable) Revenues (notes A3, A5, A6 and E) Property taxes $1,909,992 $1,938,741 $ 28,749 $ 576,453 $ 481,106 $ (95,347) Other taxes 2,675,710 2,858,170 182,460 378,571 540,372 161,801 Licenses and permits 237,436 305,714 68,278 - - - Fines and forfeitures 185,000 194,970 9,970 - - Use of money and property 269,875 265,050 (4,825> - - From other agencies 659,692 752,928 93,236 1,797,266 654,092 (1,143,174) AP Charges for services 305,462 370;917 65,455 - - -_ Other 17,500 13,600 (3,900) Interest 25,000 52,910 27,910 124,871 130,776 5,905 6,285,667 6,753,000 467,333 2,877,161 1,806,346 (1,070,815) Expenditures (notes A3, A6, A7, B, D, H, J and M) - - - Legislative and legal 348,609 378,501 (29,892) - - - General government 2,321,026 2,184,245 136,781- Public safety 3,435,446 3,410,768 24,678 - - Public health and welfare 70,285 70,790 (505) 58,000 73,164 (15,164) t Community development 373,373 321,701 51,672 - - Culture and recreation 378,917 369,802 9,115 - - Public works 486,914 .490,823 (3,909) 501,302 411,755 89,547 Parking - - - 137,451 150,650 (13,199) Sanitation 216,028 217,795 (1,767) 7,630,598 7,444,425 186,173 696,753 635,569 61,184 Capital expenditures - - 2,336,027 720,942 1,615,085 0 7,630,598 7,444,425 186,173 3,032,780 1,356,511 1,676,269 • • Excess (deficiency) of revenues over expenditures (1,344,931) (691,425) 653,506 (155,619) 449,835 605,454 Other financing sources (uses) Operating transfers in Operating transfers out Excess (deficiency) of revenues and other sources over expenditures and other uses Fund balance at beginning of year Residual equity transfer Fund balance at end of year 1,904,681 2,066,883 (468,387) (443,869) 1,436,294 1,623,014 $ 91,363 931,589 21,235 (100,000) 162,202 686,654 1,000,179 313,525 0 24,518 (830,900) (903,799) (72,899) 186,720 (144,246) 96,380 240,626 $ 840,226 $ (299,865) 546,215 $ 846,080 1,859,901 $ 852,824 $2,406,116 The accompanying notes are an integral part of this statement. - 6- = 0 • Debt service fund Budget $ 5,862 5,862 5,862 Capital projects funds Variance favorable Actual (unfavorable) Budget $ 18,705 18,705 18,705 (100,000) (100,000) (100,000) (100,000) $(94,138) (81,295) 250,905 $ 12,843 12,843 12,843 $ 12,843 $ 50,000 50,000 50,000 $ 50,000 Variance favorable Actual (unfavorable) 31,546 31,546 (18,454) (18,454) 31,546 (18,454) 31,546 $(18,454) 223,154 • $169,610 $254,700 Totals Budget $ 2,486,445 3,054,281 237,436 185,000 269,875 2,456,958 305,462 17,500 205,733 9,218,690 348,609 2,321,026 3,435,446 128,285 373,373 378,917 988,216 137,451 216,028 8,327,351 2,336,027 10,663,378 (1,444,688) 2,591,335 (1,399,287) 1,192,048 $ (252,640) (memorandum only) Variance favorable Actual (unfavorable) $2,419,847 3,398,542 305,714 194,970 265,050 1,407,020 370,917 13,600 233,937 8,609,597 $ (66,598) 344,261 68,278 9,970 (4,825) (1,049,938) 65,455 (3,900) 28,204 (609,093) 378,501 (29,892) 2,184,245 136,781 3,410,768 24,678 143,954 (15,669) 321,701 51,672 369,802 9,115 902,578 85,638 150,650 (13,199) 217,795 (1,767) 8,079,994 247,357 720,942 1,615,085 8,800,936 1,862,442 (191,339) 1,253,349 3,067,062 (1,447,668) 1,619,394 475,727 (48,381) 427,346 1,428,055 $1,680,695 2,355,195 (100,000) $3,683,250 _ City of Hermosa Beach STATEMENT OF REVENUES, EXPENSES AND CHANGES IN RETAINED EARNINGS FUND BALANCES - PROPRIETARY FUNDS Year ended June 30, 1986 Internal Service Total Fund Enterprise (Memorandum only) (note A8) Fund (note K) (note A4) Operating revenue (notes A2, A3 and H) Charges for services $86,401 $1,992,285 $2,078,686 From other agencies - 177,352 177,352 86,401 2,169,637 2,256,038 Operating expenses (notes A2, A3, A7, F, H, I and J) Personal services - 450,438 450,438 Contractual services - 381,555 381,555 Supplies - 35,946 35,946 Repairs and maintenance - 22,521 22,521 Capital expenditures - 56,326 56,326 Other 86,401 15,963 102,364 86,401 962,749 1,049,150 Operating income - 1,206,888 1,206,888 Nonoperating revenue - interest - 52,579 52,579 Income before transfers - 1,259,467 1,259,467 Other financing sources (uses) Operating transfers in - 5,254 5,254 Operating transfers out - (1,624,648) (1,624,648) - (1,619,394) (1,619,394) Net loss - (359,927) (359,927) Retained earnings at beginning of year - 419,790 419,790 Retained earnings at end of year $ - $ 59,863 $ 59,863 The accompanying notes are an integral part of this statement. -7- i City of Hermosa Beach STATEMENT OF CHANGES IN FINANCIAL POSITION PROPRIETARY FUNDS Year ended June 30, 1986 Sources of working capital Income before operating transfers Transfers in Residual equity transfer - contributed capital (note A8) Internal Service Total Fund Enterprise (Memorandum only) (note A8) Fund (note K) (note A4) $ - $1,259,467 5,254 100,000 Total sources 100,000 Applications of working capital • Transfers out t • • • • $1,259,467 5,254 100,000 1,264,721 1,364,721 1,624,648 Increase (decrease) in working capital $100,000 $ (359,927) Changes in components of working capital Increase (decrease) in current assets Cash and short-term investments (notes A5 and L) Interest receivable Other receivables Due from other funds Increase in current liabilities Accounts payable Accrued wages and benefits Accrued expenses (note H) INCREASE (DECREASE) IN WORKING CAPITAL The accompanying notes are an integral part of this statement. -8- $100,000 86,401 1,624,648 $ (259,927) $ (314,486) $ (214,486) (84) (84). (6,251) (6,251) - 86,401 186,401 (320,821) (134,420) - (33,210) (33,210) - (5,896) (5,896) (86,401) - (86,401) (86,401) (39,106) (125,507) $100,000 $ (359,927) $ (259,927)