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File #: 23-957   
Type: Consent Calendar Status: Passed
File created: 10/30/2023 In control: City Council/Public Financing Authority
On agenda: 11/7/2023 Final action: 11/7/2023
Title: Approve FY 2022/23 Budget Adjustment for the City's Various Unfunded Liabilities and Year-End Audit Entries
Attachments: 1. Attachment 1 - YE Approp & Transfers, 2. Attachment 2 - YE RCA PowerPoint
REQUEST FOR CITY COUNCIL ACTION

SUBMITTED TO: Honorable Mayor and City Council Members

SUBMITTED BY: Al Zelinka, City Manager

VIA: Sunny Han, Chief Financial Officer

PREPARED BY: Sunny Han, Chief Financial Officer

Subject:
title
Approve FY 2022/23 Budget Adjustment for the City's Various Unfunded Liabilities and Year-End Audit Entries
body

Statement of Issue:
The Finance Department is completing the year-end closing process for Fiscal Year 2022/23, which began on July 1, 2022, and ended on June 30, 2023. Certain budgetary transfers are needed to reconcile the budget with actual expenditures incurred; to comply with auditing, actuarial, accounting, and legal requirements; and to align with the City Council's strategic goal of fiscal stability. City Council authorization is requested to perform these reconciliations in order to officially close FY 2022/23.

Financial Impact:
1. Appropriation Increases (various funds): Appropriation increases of $119,243 are requested to reconcile the budget with actual expenditures incurred in various funds (Attachment 1).
2. Appropriation and Inter-Fund Transfers (various funds): Appropriation increases and inter-fund transfer authority of $280,412 are requested to reconcile the budget with actual expenditures incurred in various funds (Attachment 1).
3. Appropriation and Inter-Fund Transfers (General Fund): Authorization is requested for appropriation and inter-fund transfers totaling $12,620,000 from the General Fund in the following amounts:
* Transfer of $1,500,000 to the Workers' Compensation Fund;
* Transfer of $4,500,000 to the General Liability Fund;
* Transfer of $4,620,000 to the Retirement Supplemental Fund; and
* Transfer of $2,000,000 to the Infrastructure Fund

There is sufficient General Fund year-end fund balance available to cover the inter-fund transfers primarily due to higher than anticipated Gas and Electric Utility Tax and Franchise Fee revenue received in FY 2022/23.

Recommended Acti...

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