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HomeMy WebLinkAboutMN-B&A-2000-10-25 - Budget Meeting BUDGET AND ADMINISTRATION COMMITTEE BUDGET MEETING 7 :30 P.M. OCTOBER 25, 2000 MINUTES Present : Committee Members : Vaughan, Sams, Hershey, Farrell , Pryor, Manos, Spielholz, Taylor, Glasstetter (late) Others Present : Mayor Cohen City Controller Cafferillo Deputy Controller Thayer Fire Chief Wilbur Supt . of Public Works Gray Asst . Supt . of Streets & Facilities Ferrel GIAC Youth Program Coordinator Stern GIAC Recreation Supervisor Leathers GIAC Youth Program Coordinator Nelson GIAC Board President Seldin City Attorney Schwab Members of the public Members of the media 1 . Opening Comments Chairperson Vaughan stated that the agenda for this budget meeting was as follows : A. Public hearing on the 2001 Budget B. B & A Meeting Item - Presentation of Single Audit C. Remaining items for discussion on the 2001 Budget D. October B & A meeting The Committee voted 8-0 to open the Public Hearing on the Budget . The following individuals spoke : 1 . Bill Seldin, President of the GIAC Board, urged the Committee to approve the following GIAC 2001 Budget requests : Computer lab instructor Midnight Basketball Program - Weekend and evening extended programming r • BUDGET MEETING MINUTES OCTOBER 25, 2000 3 . Remaining Budget Items: Nancy Ramage, Natural Areas Commission, presented a request to add the following items to the 2001 Budget in the Six Mile Creek account : $3 , 000 for an increase of 15 hours per week of added gorge ranger time; $2 , 000 for an increase in expenditures for signage and temporary repairs. Ramage suggested that the additional 15 hours of ranger time will be used to create a seasonal presence in the natural areas. The repair funds will be used to repair various stairs in the Fall Creek and natural area. Alderperson Hershey was concerned over an increase in insurance liability. The liability issue has not been examined by the City Attorney. Mayor Cohen stated the DPW will be fixing the Fall Creek stairs in 2000 . It was noted that Council has a number of budget items to discuss (see attached list) . Mayor Cohen explained that he and the Controller examined the list of budget changes and are suggesting to approve the following items to the Mayor' s 2001 Budget: - Increase Crossing Guard hourly wage to $8 per hour $ 8, 000 Add funds for Human Rights Dinner 2001 625 - Add Midnight Basketball Program to GIAC 15, 525 Lower the property tax increase from 4 . 5% to 3 .5% 79, 350 $103 , 500 Cafferillo explained to accomplish the additional $103 , 500 Budget increase, the following 2001 Budget changes will be needed: Remove these items from Operating Fund and include in Capital Program- City Engineer Computer Equipment $ (7, 000) DPW Acquisition of Leaf Vacuum (7, 000) Building Department Computer Equipment (3 , 000) 3 BUDGET MEETING MINUTES OCTOBER 25, 2000 Computer at Cass Park (2 , 500) Increase revenue in General Fund from Capital Fund to include force account work for General Fund engineering staff related to City Building Assessment project (21, 000) - Net decrease related to early retirement incen- tive taken by City staff (63 , 000) $ (103 , 500) Mayor Cohen explained that he endorses and recommends the Controller' s suggestions. The Committee agreed to add the $103 , 500, which included the Midnight Basketball Program, Crossing Guards' hourly wage increase and Human Rights Dinner request . Supt . of Public Works Gray and Asst . Supt. of Streets & Facilities Ferrel discussed the issue of cross walk striping versus taping with the Committee. After a discussion regarding the issue, the Committee agreed to have the issue be further discussed and evaluated at the Board of Public Works and the Community Issues Committee in December. A discussion concerning the Dryden Road Parking Garage staffing levels followed. Alderperson Hershey suggested; that DPW do something at the Dryden Road Garage to close the loophole that currently exists allowing cars to leave the garage without paying during employee breaks. He recommended additional or improved parking equipment or additional staffing as solutions to the problem. The Committee directed the BPW to discuss the issue and bring it back to the December B & A meeting. A discussion concerning the Solid Waste Fund and the collection of garbage followed. It was noted that the Mayor had recommended a bi-weekly garbage collection as part of his 2001 Budget . The bi-weekly collection would create a $30, 000 savings. Controller Cafferillo stated that after discussions with Rick Ferrel, adjustments are being recommended to the Solid Waste Fund to keep the weekly garbage collection. The adjustments from the Mayor' s budget are as follows: Increase salary accounts $14,493 Reduce payment of chargebacks to General Fund (10, 000) Reduce equipment rental (1, 600) Reduce equipment maintenance (2 , 500) 4 BUDGET MEETING MINUTES OCTOBER 25, 2000 Reduce equipment parts (393) -0- The overall budget will not change . However, yard waste will only be picked up every other week. Yard waste will be collected the opposite week of recycling. Rick Ferrel stated that the change in yard waste collection should allow the crew to collect garbage without the use of overtime. The crew will consist of three individuals, one driver and two laborers. There will be one employee retirement at the end of 2000 . The Committee felt that a minimum demand charge fee for solid waste plus the use of trash tags should be examined for future years. The minimum demand charge would allow for an annual revenue collection that can be counted on. The Committee agreed with the change in the Solid Waste Fund. The Building Department electrical inspector position was discussed. The Committee was concerned that the revenues projected for the electrical inspector will actually be achieved. The Mayor stated that the revenues would meet or exceed the budgeted amount of $50, 000 . He stated that the $50, 000 amount was conservative. A discussion regarding the position followed. The, Committee voted to add the , position-related costs and the revenue to . the budget . Voting results on the motion were as follows: Ayes : (6) Vaughan, Hershey, Glasstetter, Taylor, Sams, Spielholz Nays : (3) Farrell, Pryor, Manos The motion passed 6-3 . A discussion regarding Capital Projects followed. The Committee discussed the Cass Rink & Pool renovation project for $29, 000 . The Committee agreed not to fund this project in 2001 . The Common Council Chamber renovation project was discussed. It was noted that the project cost ranged from $20, 000 to $75, 000 . The main improvements that need to be addressed in Council Chambers are the sound system and the furniture. Mayor Cohen stated that at least $5, 000 should be included to upgrade the sound system. A discussion regarding the project followed. 5 BUDGET MEETING MINUTES OCTOBER 25, . 2000 The Committee voted to add $20, 000 to the Capital Project Fund for Council Chamber improvements related to furniture and a sound system. It was noted that if the equipment comes in less than $20, 000, additional equipment will not be added. Voting results on the motion were as follows : Ayes : (5) Vaughan, Hershey, Sams, Spielholz, Glasstetter Nays : (4) Manos, Farrell, Taylor, Pryor The motion passed 5-4 . A discussion concerning the Cleveland Avenue/Clinton Street Park followed. The cost of the park has been estimated at $150, 000, which includes the land acquisition. Alderperson Farrell stated that annual maintenance will be approximately $2,400 . After a discussion, the Committee voted to add the $150, 000 Cleveland Avenue/Clinton Street Park Project to the 2001 Capital Project Fund Budget . The motion carried, 9-0 . A discussion regarding GIAC 2001 additional budget requests followed. The request for increasing four Program Supervisors from 35 hours a week to 40 hours at a 2001 cost of $15, 319 was discussed. Mayor Cohen suggested that the $15, 319 be placed in restricted contingency to discuss at a, later date with Human Resources . After a discussion, the Committee voted on the GIAC request to increase four Program Supervisors from 35 hours a week to 40 hours a week at a 2001 cost of $15, 319. Voting results on the motion were as follows: Ayes: (4) Glasstetter, Sams, Vaughan, Manos Nays : (5) Taylor, Farrell, Pryor, Hershey, Spielholz The motion failed 5-4 . The GIAC request to add a computer instructor to the staff at a cost of $12, 150 for 2001 was discussed. This position would be 20 hours a week for 45 weeks during the 2001 school year. The Committee suggested that this position be temporary and evaluated after the 45-week period. After a discussion, the Committee voted on a motion to add one temporary computer instructor at GIAC for 45 weeks at an amount not to exceed $12, 150 . Voting results on the motion were as follows: 6 BUDGET MEETING MINUTES OCTOBER 25, 2000 Ayes : (6) Sams, Manos, Glasstetter, Pryor, Hershey, Spielholz Nays: (3) Vaughan, Taylor, Farrell The motion passed 6-3 . It was noted that the Midnight Basketball Program and the weekend and evening extended program hours were previously approved in the 2001 Budget . The request from the Natural Areas Commission to add $3 , 000 for 15 hours a week of added ranger time and $2, 000 increase in the budget for signage and step repairs was discussed. Mayor Cohen stated that the signage repairs can come from the 2001 DPW Signage budget, and the step repairs are to be done this year. A discussion concerning the ranger activity followed. The Committee was concerned about the liability issue in the gorge. The City Attorney' s office would like to see only signage in the area and improvements to the steps rather than gorge rangers. The Attorney' s Office also does not want the promotion of swimming or jumping in the area. The Committee voted on adding $3, 000 to the Six Mile Creek Budget for increased gorge ranger hours . The motion failed 9-0 . The Committee discussed the Youth Bureau budget requests, which were all budget-neutral . The requests included the following items: Add Receptionist/Data Entry position Reduction of hours for Monica Bosworth Personnel and assignment changes ICSD 21st Century Grant Ithaca Housing Authority Grant The Committee voted, 9-0, to approve these items in the 2001 Budget . A discussion regarding salary increases for the Mayor and Common Council for 2001 followed. Alderperson Hershey stated that this item will be discussed as part of the City Administrator Subcommittee, and a report will be made in the Spring of 2001 . Alderperson Spielholz suggested that incremental salary increases be given to the Mayor. Alderperson Taylor stated that the Mayor' s position should be changed to full-time 7 BUDGET MEETING MINUTES OCTOBER 25, 2000 and incremental salary increases begin in 2002 . Alderpersons Sams and Manos were against any increases for 2001 . Mayor Cohen stated that he is against the salary increase for the Mayor for the following reasons : 1 . The Mayor salary should be looked at in conjunction with the Council' s salary. 2 . Incremental increases are good, but would not like to tie the Mayor' s salary increase to other bargaining unit contracts, because the Mayor assists with the negotiation process. 3 . Uncomfortable with Mayor increase until the City Administrator question is resolved. 4 . Timing is wrong, and the Mayor would veto any increase. Alderperson Glasstetter agreed that the Mayor' s salary should be adequate for the job he performs . Since, currently, the salary is inadequate, he would be in favor of a salary increase. The following motion was made by Alderperson Spielholz: That $4, 000 be added to the restricted contingency account for purposes of increasing the Mayor' s salary for 2001 to, $42, 000 . Voting results on the motion were as follows: Ayes : (2) Glasstetter, Spielholz Nays : (7) Vaughan, Hershey, Manos, Sams, Taylor, Pryor, Farrell The motion failed 7-2 . Controller Cafferillo explained with the changes made tonight the property tax increase for 2001 has been reduced from 4 . 5% to 3 . 65%. If approved, the 2001 tax rate would be $9 . 8424 per $1, 000 assessed property value. It was noted that Council will vote to approve the 2001 Budget at the regular Council meeting of November 1, 2000 . 4 . Regular October B & A Meeting Committee members present for the B & A portion of the meeting included Taylor, Vaughan, Manos, Sams, Spielholz - 8 • K BUDGET MEETING MINUTES OCTOBER 25, 2000 A. Common Council Request of Funds for Human Rights Commission Dinner Chairperson Vaughan presented a request from the Human Rights Commission to assist in funding their 2000 Human Rights Commission Dinner. The funding request was for $625 . It was noted that the 2001 Budget included $625 for the 2001 Human Rights Dinner. After a discussion, the following motion was made: WHEREAS, the Human Rights Commission is requesting $625 to assist them with their annual dinner for the year 2000; now, therefore, be it RESOLVED, That Common Council hereby approves the transfer of funds in the amount not to exceed $625 from the unrestricted contingency account A1990 to the Other Community Service Agencies contract account A1012-5435 . Voting results on the motion were as follows : Ayes: (4) Sams, Vaughan, Manos, Taylor Nays: (1) Spielholz The motion passed 4-1 . i B. Fire Department - Request to Establish Capital Project for Relocation of Aerial Fire Alarm Service Fire Chief Wilbur presented a request to establish a Capital Project for relocation of Aerial Fire Alarm Service in the amount of $30, 000 . It was noted that NYSEG is moving aboveground utilities to underground service in the 100 block of Dryden Road. Controller Cafferillo stated that the project has a 10-year useful life according to Government Finance Law. The following motion was made: WHEREAS, the Fire Department was recently notified by NYSEG that the remaining aerial electrical service in the 100 block of Dryden Road will be relocated to underground service, and WHEREAS, this means aboveground utility poles will be removed and cable, including fire alarm cable, will be removed and placed underground, and 9 BUDGET MEETING MINUTES OCTOBER 25, 2000 WHEREAS, the underground utility is advantageous to the Fire Department, and WHEREAS, the Fire Department must share in the total cost of the project, with the City' s estimated share at $30, 000; now, therefore, be it RESOLVED, That Common Council hereby establishes Capital Project #427 in an amount not to exceed $30, 000 for the relocation of aerial fire alarm services in the 100 block of Dryden Road, and be it further RESOLVED, That the funds necessary for said Capital Project shall be derived from a General Fund advance to later be repaid by the issuance of Serial Bonds. >? The motion passed 5-0 . C. Finance/Controller - Approval of 1999 Single Audit Chairperson Vaughan explained to the Committee that they had been presented the 1999 Single Audit Report . earlier in the evening and a resolution is needed to approve the report . The following motion was made: RESOLVED, That the Single Audit Report for the period of, January 1, 1999 through December 31, 1999, prepared by the accounting firm of Ciaschi, Dietershagen, Little and Mickelson, CPAs be accepted to comply with all of the City' s applicable Federal Single Audit and related Audit Requirements. The motion passed 5-0 . D. Mayor' s Report Mayor Cohen stated that he will report to Council on the trash cleanup weekend. He is waiting for tonnage figures from DPW. E. Council Report Chairperson Vaughan stated that she had a request from the tow truck companies to discuss the high cost of gasoline on their operations. Vaughan suggested that a sub-committee be formed to discuss the issue. Alderperson Manos agreed to be placed on the sub- committee. The Controller' s Office will also be represented on the sub-committee. 10 BUDGET MEETING MINUTES OCTOBER 25, 2000 Next month' s meeting was scheduled for November 29th. The meeting adjourned at 11 : 15 P.M. I 3 11 2001 Bud et for further Discussion/Action List: 2001 Proiect Cost Account Budget$Impact Meeting Date: _ Item From 10/10/00 meeting: Legislative: Mayor and Council Salary Increases A1010-5105 ?? A1210-5105 ?? From 10/12/00 meeting: DPW: Solid waste Budget/Weekly or bi-weekly arba a collection CL8160 $Dryden Road Garage staffing A5654 ?? DPW crosswalks using tape vs stripe A3311 ??- Building Department: Add Electrical Ins ector position A3620-5110 $ 33,167.00 _ Telephone A3620-5405 1 $ 824.00 _ Gas&Oil A3620-5420 $ 500.00 Office Supplies A3620-5425 $ 1,000.00 Staff Development A3620-5440 $ 500.00 Equipment Parts A3620-5476 $ 350.00 State Retirement A3620-9010 $ 332.00 Social Security A3620-9030 $ 2,537.00 _ Workers Compensation A3620-9040 $ 1,300.00 Health Insurance A3620-9060 $ 3,972.00 Dental A3620-9070 $ 151.00 Building Dept/add revenues related to Electrical Inspector Revenue A3620-1560 $ (50,000.00) From 10/16/00 meeting: Capital items: — Cass Rink&Pool renovation project $ 29,000 $ - Common Council Chambers project $20,000-$75,000 $ - General: look at tax rate decrease with additional capital force work or other changes in the 2001 bud et(rate currently at$9.9228 or a 4.5% inrcrease from 2000) ?? GIAC: 4 program supervisors to 40 hours $ 15,319.00 Computer instructor 45 weeks @ 20 hours @ 13.50 $ 12,150.00 Midnight BB League $ 15,525.00 City of Ithaca Budget Schedule 1 i Pagel i' 2001 Bud et for further Discussion/Action List. 2001 Project Cost Account Budget Impact Meeting Date: Item Police: Crossing guards increase starting wages(8,000 hours*8.00/hr) A3120-5120-5011 $ 8,000.00 From 1_0/19/00 meeting: Capital items: Add Capital project for Cleveland/Clinton Park $ 150,000 $ - Community Services Agencies: Add Human Rights Comm. Banquet A1012-5435 $ 625.00 Youth Bureau: Add Receptionist/Data EntryPosition: A7310-5120-1513 $ (1,750.00) A7310-5120-1511 $ (7,000.00) A7310-5120-1400 $ (8,750.00) A7310-5435-1400 $ (3,500.00) A7310-5110-1511 $ 8,750.00 A7310-5110-1400 $ 8,750.00 A7310-9060 $ 3,500.00 Reduction of hours for Monica Bosworth 2001 portion A7310-5110-1221 $ (1,340.00) A7310-5120-1221 $ 1,340.00 Personnel and assignment changes A7310-5120-1201 $ (3,000.00) A7310-5120-1206 $ 3,000.00 To account for ICSD Grant 21 st Centuryprogram Revenue A7310-3820-1203 $ (2,688.00) A7310-5120-1203 $ 1,790.00 A7310-5460-1203 $ 720.00 A7310-9030 $ 137.00 A7310-9040 $ 41.00 To roll over Ithaca Housing Authority Grant Revenue A7310-2070-1206 $ (2,800.00) A7310-5120-1206 $ 450.00 _ A7310-5460-1206 $ 2,300.00 A7310-9030 $ 35.00 A7310-9040 $ 15.00 From 10/25/00 meeting: DPW 6 Mile Creek: Add for 15 hours a week for Gore Ranger time A7113-5120 1 $ 3,000.00 City of Ithaca Budget Schedule 1 Page 2 2001 Budge for further Discussion/Action List. 2001 Pro'ect CostFA-C-1ount Budget$Impact Meeting Date: Item Add for signage and temporary repairs A7113-5482 $ 1,000.00 A7113-5483 $ 1,000.00 Revenue changes from Youth Bureau Changes: Reduction in State Aid for YB Revenue A3820 $ 35,267.00 Increase revenue for Cass park activity Revenue A2070 $ (10,000.00) Increase revenue for pro ram 1232 YB Revenue A2705 $ (10,000.00) Revenue changes from Youth Bureau Changes: Reduction of interfund transfer from Solidwaste Fund for weekly trash program Revenue A2805 $ 10,000.00 Sales Tax adjustment: Increase for sales tax revenue Revenue A1101 $ (25,267.00) Total potential net increase(decrease)to Mayor's proposed budget after meetings from 10/10,10/12,10/16,10/19/00: $ 51,252.00 City of Ithaca Budget Schedule 1 t' Page 3 Budget Request from the Natural Areas Commission To: Members of Common Council n From: Nancy Ramage, for the Natural Areas Commission (NAC) �< Date: October 24, 2000 Re: Request for increase in 2001 budget lines for "natural areas" This is the second time that the NAC is requesting a small increase in the budget for natural areas. Last year,the request was made in anticipation of the City's anticipated acquisition of Ithaca Falls, as well as the expected development of the so-called "substitute Southwest Park" into another natural area and some of you thought the idea was premature. Now, those changes have become reality. (The Fuertes bird sanctuary,adjacent to Stewart Park, is another natural area that receives little oversight or attention.) For years, the very modest NAC/natural areas budget line has paid for ranger coverage and other, incidental expenses related to the Six Mile Creek gorge/natural area, but now that the City owns and is responsible for additional natural areas,we urge you to increase the funding for the following reasons: 1) Additional ranger hours are needed to create at least a seasonal City "presence" in the newly-acquired natural areas, without detracting from existing coverage of Six Mile Creek. There's the issue of safety for recreational visitors to the areas, as well as the need to patrol areas where in some cases people are apparently living in the woods for months, with no one questioning their presence or activities. 2) There is a real possibility of accidents, due to injuries or worse resulting from dangerous behavior such as jumping from rocks (at Ithaca Falls), etc. The possibility of liability suits is of great concern to us. 3) Several places currently have extremely dangerous access routes, crumbling staircases and the like. Again, these are potential spots of liability for the City. A relatively small increase in funding for 2001 would allow the City to assess problems and needs of the new natural areas, to address some existing hazards and to create signage that apprises visitors of rules and dangers. (This would not, however, provide a constant ranger presence at the other natural areas.) Present budget Proposed budget for 2001 $7,040 for gorge rangers $10,040 for gorge rangers (increase (all needed for 6 Mi. Creek) of$3,000 for about 15 hours/wk of added ranger time for other areas $3,400 miscellaneous expenses $5,400 miscellaneous expenses ($2,000 increase for signage and temporary repairs) $10,440 total amount allocated $15,440 requested (total) Thank you for your consideration of these important requests. CITY OF ITHACA COMPARATIVE BALANCE SHEET-ASSETS & LIABILITIES GENERAL FUND DECEMBER 31, ASSETS 1999 1998 1997 1996 1995 Unrestricted Cash $ 926,092 $ 931,330 $ 1,425,309 $ 1,697,585 $ 536,844 Restricted Cash Investments in Repurchase Agreements 3,670,604 5,173,763 4,252,150 3,813,019 3,845,749 Taxes Receivable(Net) 790,828 796,682 732,726 652,376 485,205 Due From Other Funds 180,175 93,110 74,335 450,609 119,906 Due From State and Federal Governments 373,930 493,649 263,746 377,694 371,069 Due From Other Governments 1,307,982 798,539 756,079 638,055 371,113 Other Receivables, Net 951,050 168,557 141,209 149,428 136,644 Inventories 154,131 125,140 146,345 132,079 119,291 Total Assets $ 8,354,792 $ 8,580,770 $ 7,791,899 $ 7,910,845 $ 5,985,821 LIABILITIES Accounts Payable $ 559,045 $ 498,572 $ 1,211,880 $ 1,151,197 $ 1,054,575 Accrued Liabilities-Compensated Absences 251,812 385,077 385,077 385,077 Notes Payable Tax Anticipation Notes Budget Notes Bonds Payable(Fiscal Agent) Due to Other Funds 16,187 150,000 6,781 Due to Other Governments 946,646 824,215 152,694 223,046 185,086 Due to Employees'Retirement System Overpayments/Other Liabilities 382,655 373,927 279,078 244,776 472,673 Deferred Revenues 979,644 1,096,170 1,032,214 951,864 761,373 Total Liabilities ' 3,119,802 3,177,961 3,077,130 3,105,960 2,480,488 Data Presented is Extracted from City's Independent Audit Reports for Purposes of Additional Analysis and is not to be Used for Any other Purposes. Compiled and Presented by: Ciaschi, Dietershagen, Little and Mickelson, LLP -1 - CITY OF ITHACA COMPARATIVE BALANCE SHEET-FUND EQUITY GENERAL FUND DECEMBER 31, EQUITY 1999 1998 1997 1996 1995 Fund Balances-Reserved Reserved for Encumbrances $ 416,769 $ 428,862 $ 363,661 $ 240,955 $ 254,452 Reserved for Inventory 154,131 125,140 146,345 132,079 119,291 Reserved for Retirement System Credits Reserved for Insurance 1,850,476 1,764,583 1,576,423 1,576,423 813,423 Total Reserved 2,421,376 2,318,585 2,086,429 1,949,457 1,187,166 Fund Balances-Unreserved Appropriated-Ensuing Year's Budget 704,892 503,593 536,623 355,978 557,264 Unappropriated 2,108,722 2,580,631 2,091,717 2,499,450 1,760,903 Total Unreserved 2,813,614 3,084,224 2,628,340 2,855,428 2,318,167 Total Fund Balance 5,234,990 5,402,809 4,714,769 4,804,885 3,505,333 Total Equity 5,234,990 5,402,809 4,714,769 4,804,885 3,505,333 Total Liabilities and Equity $ 8,354,792 $ 8,580,770 $ 7,791,899 $ 7,910,845 $ 5,985,821 Data Presented is Extracted from City's Independent Audit Reports for Purposes of Additional Analysis and is not to be Used for Any other Purposes. Compiled and Presented by:Ciaschi, Dietershagen,Little and Mickelson, LLP -2- CITY OF ITHACA GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCE FOR THE YEAR ENDED DECEMBER 31, Revenues 1999 1998 1997 1996 1995 Real Property Taxes $ 7,685,919 $ 7,485,981 $ 7,488,341 $ 7,386,916 $ 7,210,003 PERCENT INCREASE IN PROPERTY TAX 107% 104% 104% 102% 100% Real Property Tax Items 244,484 224,869 210,426 202,279 194,241 Nonproperty Tax Items 509,345 500,108 511,465 526,026 484,166 Sales Tax 7,476,000 7,732,318 7,178,752 7,234,237 7,176,875 PERCENT INCREASE IN SALES TAX 1040/9 108% 100% 101% 100% Departmental Income 2,311,410 2,487,820 2,516,021 2,426,858 2,385,296 Intergovernmental Charges 3,516,299 2,965,615 2,799,501 2,608,002 2,508,331 Use of Money and Property 413,819 451,686 417,687 398,466 430,301 Licenses and Permits 706,105 210,235 182,815 149,171 289,616 Fines and Forfeitures 965,904 558,236 750,378 691,023 726,631 Sale of Property and Compensation for Loss 215,104 139,176 125,615 325,598 254,829 Miscellaneous Local Sources 677,720 948,053 495,635 400,004 333,570 State Sources 2,234,357 2,971,677 2,561,457 4,149,336 2,549,604 Federal Sources 98,059 121,695 181,065 297,474 246,258 Interfund Revenues 250,985 18,000 18,000 18,000 18,000 Total Revenues 27,305,510 26,815,469 25,437,158 26,813,390 24,807,721 PERCENT INCREASE IN REVENUES 110% 108% 103% 108% 100% Other Financing Sources Interfund Transfers 1,319,876 1,370,108 1,294,597 1,387,494 1,299,061 Proceeds of Obligations Total Revenues and Other Sources $ 28,625,386 $ 28,185,577 $ 26,731,755 $ 28,200,884 $ 26,106,782 Data Presented is Extracted from City's Independent Audit Reports for Purposes of Additional Analysis and is not to be Used for Any other Purposes. Compiled and Presented by:Ciaschi,Dietershagen,Little and Mickelson,LLP -3- CITY OF ITHACA GENERAL FUND STATEMENT OF REVENUES, EXPENDITURES,AND CHANGES IN FUND BALANCE FOR THE YEAR ENDED DECEMBER 31, Expenditures 1999 1998 1997 1996 1995 General Governmental Support $ 2,602,305 $ 2,436,572 $ 2,298,326 $ 2,540,627 $ 2,322,919 Education Public Safety 10,237,282 9,646,769 9,379,406 8,987,689 8,699,365 Public Health Transportation 3,477,968 3,507,907 3,613,647 3,608,706 3,366,552 Economic Assistance and Opportunity 53,500 44,667 20,000 Culture and Recreation 3,510,483 3,393,587 3,359,102 3,346,691 3,398,884 Home and Community Services 795,167 661,370 713,984 707,243 697,406 Employee Benefits 4,138,911 4,005,814 4,044,460 4,557,397 4,428,897 Debt Service(Principal and Interest) 3,705,955 3,802,414 3,350,952 3,152,979 3,141,198 Total Expenditures 28,521,571 27,499,100 26,779,877 26,901,332 26,055,221 PERCENT INCREASE IN EXPENDITURES 109% 106% 103% 103% 100% Other Financing Uses Other Uses Interfund Transfers 272,800 1,469 Total Expenditures and Other Uses 28,794,371 27,499,100 26,779,877 26,901,332 26,056,690 Excess of Revenues(Expenditures) (168,985) 686,477 (48,122) 1,299,552 50,092 Other Changes in Fund Equity 1,166 1,563 (41,994) (32,231) Net(Decrease)Increase (167,819) 688,040 (90,116) 1,299,552 17,861 Fund Balance,Beginning of Year 5,402,809 4,714,769 4,804,885 3,505,333 3,487,472 Fund Balance,End Of Year $ 5,234,990 $ 5,402,809 $ 4,714,769 $ 4,804,885 $ 3,505,333 Data Presented is Extracted from City's Independent Audit Reports for Purposes of Additional Analysis and is not to be Used for Any other Purposes. Compiled and Presented by:Ciaschi,Dietershagen,Little and Mickelson, LLP -4- CITY OF ITHACA COMPARATIVE OPERATING STATEMENT-GENERAL FUND-BUDGET vs.ACTUAL REVENUES FOR THE YEAR ENDED DECEMBER 31, 1999 1998 1997 Modified Modified Modified Revenues Budget Actual' Variance Budget Actual' Variance Budget Actual' Variance Real Property Taxes $ 7,631,469 $ 7,685,919 $ 54,450 $ 7,447,720 $ 7,485,981 $ 38,261 $ 7,452,126 $ 7,488,341 $ 36,215 Real Property Tax items 38,980 244,484 205,504 38,980 224,869 185,889 38,980 210,426 171,446 Nonproperty,Tax Items 8,462,657 7,985,345 (477,312) 8,363,605 8,232,426 (131,179) 8,334,026 7,690,217 (643,809) Departmental Income 2230,884 2,311,410 80,526 2,606,497 2,487,820 (118,677) 2,585,867 2,516,021 (69,846) Intergovernmental Charges 3,620,848 3,516,299 (104,549) 2,971,790 2,965,615 (6,175) 2,616,447 2,799,501 183,054 Use of Money and Property 414,500 413,819 (681) 417,203 451,686 34,483 417,000 417,687 687 Licenses and Permits 829,189 706,105 (123,084) 185,600 210,235 24,635 139,600 182,815 43,215 Fines and Forfeitures 801,000 965,904 164,904 801,000 558,236 (242,764) 801,000 750,378 (50,622) Sale of Property/Compensation for Loss 172,700 215,104 42,404 152,700 139,176 (13,524) 152,700 125,615 (27,085) Miscellaneous Local Sources 664,408 677,720 13,312 603,618 948,053 344,435 458,485 495,635 37,150 State Sources 2,140,207 2,234,357 94,150 2,579,262 2,971,677 392,415 2,515,943 2,561,457 45,514 Federal Sources 80,646 98,059 17,413 133,233 121,695 (11,538) 159,510 181,065 21,555 Interfund Revenues 250,985 250,985 -0- 18,000 18,000 -0- 18,000 18,000 -0- Total Revenues 27,338,473 27,305,510 (32,963) 26,319,208 26,815,469 496,261 25,689,684 25,437,158 (252,526) Other Financing Sources Interfund Transfers 1,372,726 1,319,876 (52,850) 1,421,669 1,370,108 (51,561) 1,540,338 1,294,597 (245,741) Other Sources Total Revenues/OtherSources $ 28,711,199 $ 28,625,386 $ (85,813) $ 27,740,877 $ 28,185,577 $ 444,700 $ 27,230,022 $ 26,731,755 $ (498,267) Data Presented is Extracted from City s Independent Audit Reports for Purposes of Additional Analysis and is not to be Used for Any other Purposes. Compiled and Presented by:Ciaschi,Dietershagen,Little and Mickelson,LLP -5- CITY OF ITHACA COMPARATIVE OPERATING STATEMENT-GENERAL FUND-BUDGET vs.ACTUAL EXPENDITURES FOR THE YEAR ENDED DECEMBER 31, 1999 1998 1997 Modified Modified Modified Expenditures Budget Actual* Variance Budget Actual* Variance Budget Actual* Variance General Governmental Support $ 2,729,890 $ 2,696,581 $ 33,309 $ 2,563,180 $ 2,521,563 $ 41,617 $ 2,436,703 $ 2,378,815 $ 57,888 Education Public Safety 10,415,433 10,355,661 59,772 9,800,581 9,763,310 37,271 9,581,575 9,491,880 89,695 Public Health Transportation 3,607,420 3,567,732 39,688 3,656,505 3,613,338 43,167 3,686,180 3,632,077 54,103 Economic Assistance and Opportunity 53,500 53,500 -0- 44,667 44,667 -0- 20,000 20,000 -0- Culture and Recreation 3,657,511 3,549,753 107,758 3,545,238 3,432,308 112,930 3,470,655 3,415,452 55,203 Home and Community Services 881,398 843,014 38,384 727,785 696,323 31,462 809,354 759,841 49,513 Employee Benefits 4,318,243 4,166,144 152,099 4,498,311 4,054,039 444,272 4,517,713 4,094,521 423,192 Debt Service(Principal and Interest) 3,707,460 3,705,955 1,505 3,804,895 3,802,414 2,481 3,355,375 3,350,952 4,423 Total Expenditures 29,370,855 28,938,340 432,515 28,641,162 27,927,962 713,200 27,877,555 27,143,538 734,017 Other Financing Uses Interfund Transfers 272,800 272,800 -0-- Total Expenditures and Other Uses 29,643,655 29,211,140 432,515 28,641,162 27,927,962 713,200 27,877,555 27,143,538 734,017 Excess of Revenues(Expenditures) (932,456) (585,754) (1,518,210) (900,285) 257,615 (642,670) (647,533) (411,783) (1,059,316) Other Changes in Fund Equity 1,166 (1,166) 1,563 (1,563) (41,994) 41,994 Obligations Authorized Appropriated Fund Balance 932,456 932,456 900,285 900,285 647,533 647,533 Net(Decrease)Increase $ -0- (584,588) $ (585,754) -0- 259,178 $ 257,615 $ -0- (453,777) $ (411,783) Fund Balance,Beginning of Year 5,402,809 4,714,769 4,804,885 Encumbrances 416,769 428,862 363,661 Fund Balance,End of Year $ 5,234,990 $ 5,402,809 $ 4,714,769 *Includes Year-end Encumbrances Data Presented is Extracted from City s Independent Audit Reports for Purposes of Additional Analysis and is not to be Used for Any other Purposes. Compiled and Presented by:Ciaschi,Dietershagen,Little and Mickelson,LLP -6- i City of Ithaca Summary of Audit Results December 31, 1999 Opinion * Unqualified opinion Report on Internal Controls/Management Letter * No reportable conditions noted. However, discussion regarding upcoming change in governmental reporting model presented (GASB 34). Report on Compliance with Laws and Regulations * No findings of noncompliance Report on Internal Controls - Federal Programs * No findings of noncompliance Report on Compliance with Laws and Regulations - Federal Programs * No findings of noncompliance Information for Additional Analysis Only Compiled and Presented by:Ciaschi,Dietershagen,Little&Mickelson,LLP - 7 -