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HomeMy WebLinkAbout12 YEAR-END UPDATE FOR FISCAL YEAR 2024-2025Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 12 Agenda Item Reviewed: 1W AGENDA REPORT City Manager rinitial � Finance Director MEETING DATE: OCTOBER 21, 2025 TO: ALDO E. SCHINDER, CITY MANAGER FROM: JENNIFER KING, FINANCE DIRECTOR/CITY TREASURER SUBJECT: YEAR-END UPDATE FOR FISCAL YEAR 2024-2025 SUMMARY: This report provides the City Council with an update of the Fiscal Year 2024-2025 preliminary operating results based on actual year-end revenues and expenditures. General Fund operating revenues are approximately $3 million higher than the amended budget, whereas General Fund expenditures are approximately $2.6 million lower than the amended budget. Therefore, instead of ending the year with a $1.3 million deficit, the year ended with a $4.4 million surplus. The General Fund reserves, excluding impact of the Navy North Hangar Fire Incident, are expected to be at $35 million as of June 30, 2025 (or 38% of the General Fund's total recurring operating expenditure). This reserve level exceeds the City Council's target reserve policy of 20%. RECOMMENDATIONS: It is recommended that the City Council: 1. Receive and file this report; 2. Approve revenue budget and expenditure appropriation of $2,500,000 for the Navy North Hangar Fire incident above -ground cleanup work authorized under the seventh amendment to the Navy's Co -Operative Agreement; 3. Approve supplemental appropriations incurred to operate various City programs and services identified in this report; and 4. Approve appropriations to carryover for purchases identified in this report. FISCAL IMPACT: There are sufficient revenues or reserves in respective funds to fund the supplemental appropriations and carryover appropriations identified in this report. CORRELATION TO THE STRATEGIC PLAN: The recommendations correlate to the strategic plan by implementing Goal C, sustain long-term financial strength with adequate reserves and enhanced capacity to provide a sustainable level of Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 City Council Agenda Report Fiscal Year 2024-2025 Year -End Update October 21, 2025 Page 2 of 7 City services. Specifically, periodic review of the City's financial position supports prudent management of public funds. BACKGROUND AND DISCUSSION: The mid -year budget review projected the General Fund revenues to be approximately $99 million for Fiscal Year 2024-2025. However, now that the books have been closed, revenues (unaudited) are approximately $3 million higher than the projection. Recurring Operating Revenues Property Tax Sales Tax Franchise Fees Transient Occupancy Tax Other Tax Revenue Departmental Revenue Use of Money & Property Fines & Forfeitures Transfers and Reimbursements** Other Revenues*** Subtotal Recurring Revenues Non -Recurring Revenues: from Land Sale Proceeds for Annex from CIP for Main St Improvements Housing Returning Advance One -Time ARPA Funding Subtotal Non -Recurring Audited Amended Unaudited Budget FY 23-24 FY 24-25 FY 24-25 Variance $26,205 $27,287 $27,348 $61 35,403 35,500 37,378 1,878 1,864 1,848 1,778 (70) 2,392 2,200 2,240 40 1,479 1,509 1,408 (100) 5,068 4,904 4,680 (224) 5,409 4,023 4,702 680 961 800 924 124 9,502 11,956 11,521 (436) 2,416 1,650 2,763 1,113 90,701 91,676 94,742 3,066 - 600 600 - - 3,170 3,170 - - 467 460 (6) 4,297 3,216 3,216 - 4,297 7,452 7,446 (6) * Excluding Navy North Hangar Fire incident reimbursements. **Majority of transfers and reimbursements in the General Fund are related to ongoing program costs and/or services funded by restricted funds. ***Other revenues include federal and state grants, street and curb permit revenue, and service recovery charges, etc. The higher -than -expected operating revenues are largely due to the following: Sales Tax was approximately $2 million higher than projected. This surprising increase is mainly attributed to strong -than -expected gross domestic product (GDP) growth and resilient consumer spending. Staff expect economic conditions to level off in 2025-2026 and taxable sales return to a normal pace. Use of Money and Property was approximately $0.7 million higher than projected, which is mostly from increased investment earnings generated by strong market performance. Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 City Council Agenda Report Fiscal Year 2024-2025 Year -End Update October 21, 2025 Page 3 of 7 Other Revenues were $1.1 million higher than projected primarily due to several one-time grants, cost recovery items, and reimbursements. General Fund Expenditures At Mid -Year, the General Fund's expenditures were projected to be $100.4 million for Fiscal Year 2024-2025. Actual (unaudited) total expenditure amounted to $97.8 million, which is approximately $2.6 million lower than projected. Personnel cost was 1 % under budget from vacancy savings. Non - personnel cost was 4% under budget. Audited FY 23-24 Amended FY 24-25 Unaudited FY 24-25 Budget Variance Recurring Operating Expenditures City Council $62 $141 $110 $31 City Clerk 824 1,125 1,109 16 City Attorney 792 900 743 157 City Manager 800 981 939 42 City Manager/Real Property 2,021 2,060 1,772 288 Finance 1,891 2,026 2,006 21 Human Resources 1,301 1,638 1,575 64 Community Development 5,103 5,976 5,309 667 Public Works 16,075 17,761 17,009 752 Police Services 34,725 38,770 38,292 479 Fire Services 10,703 11,045 11,189 (144; Parks and Recreation 5,650 6,195 6,151 43 Transfers for Others 3,536 2,241 2,198 43 Non -Departmental 1,718 2,804 3,006 (202; Subtotal 85,200 93,664 91,408 2,255 Non -Operating Expenditures: Temporary Emergency Shelter 414 45 - 45 Affordable Housing 467 15 4 11 Required Pension UAL 5,361 6,626 6,297 328 Capital Proj/Equip/Vehicles 4,200 53 53 - Subtotal 10,442 6,739 6,354 385 Excluding Navy North Hangar Fire incident costs. General Fund Reserves One of the goals of the City's long-range financial planning is to identify sufficient reserves to provide resources for future years where operating expenditure exceeds operating revenue. The General Fund, as the City's primary operating fund, has more exposure to changes in economic conditions, Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 City Council Agenda Report Fiscal Year 2024-2025 Year -End Update October 21, 2025 Page 4 of 7 inflationary adjustments, and increasing CaIPERS pension costs, all of which have significant impacts on the General Fund's fiscal health. The General Fund reserves are expected to be at $35 million as of June 30, 2025 (or 38% of the General Fund's total recurring operating expenditure). This reserve level continues to exceed the City Council's target reserve policy of 20%. It should also be noted that the 2024-2025 amounts referred to in this report are unaudited. The financial audit for Fiscal Year 2024-2025 is expected to be completed by December 2025. The audited financial reports will be presented to the City Council upon its completion. Navy North Hangar Fire Incident Response Reimbursements In November 2023, the Navy and the City entered into a Co -Operative Agreement for the Navy North Hangar Fire incident responses. The Co -Operative Agreement has been amended seven times, authorizing reimbursements to the City for incident -related responses. Amendment Number Seven for above -ground cleanup work increased the authorized amount by an additional $2.5 million for a total of $105.8 million to reimburse the City. As of the date of this report, the City has submitted reimbursement requests to the Navy totaling $104 million. The Navy has reimbursed $79 million to the City to date, and the City expects to continue to receive payments through the reimbursement process. Water Enterprise Fund Review The financial health of the Water Enterprise Fund has continued to improve following the second approved rate adjustments in January 2025. The actual (unaudited) operating revenues totaled $24.7 million, which is 12% higher than Fiscal Year 2023-2024. The actual (unaudited) operating expenses for Fiscal Year 2024-2025 totaled $20 million, resulting in a net operating surplus of $4.3 million before depreciation, capital spending, and debt service costs. The positive operating result allows the Water Enterprise Fund to fulfill its bond covenants while also replenishing its capital reserve for forthcoming water CIP projects. Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 City Council Agenda Report Fiscal Year 2024-2025 Year -End Update October 21, 2025 Page 5 of 7 Audited Amended Unaudited Budget FY 23-24 FY 24-25 FY 25-26 Variance Operating Revenue $22,053 $25,403 $24,694 ($709) Operating Expenditures (17,959) (20,870) (20,389) 482 Net Operating Change 4,094 4,533 4,306 (227) Capital Project Expenditures (617) (3,340) (340) 3,000 Depreciation (2,450) - (2,387) (2,387) Debt Related (1,567) (1,418) (1,538) (120) * Excluding bond proceeds, General Fund loan, and Main Street Treatment Plant capital contributions. Request for Supplemental and Carryover Appropriations Supplemental Appropriations It is recommended that the City Council approve the following supplemental appropriations for the Fiscal Year 2024-2025. These expenditures were incurred as part of the normal operations of the various City programs and services. Each fund has sufficient revenues or reserves to offset the supplemental appropriations. • Fund 102 PARS Pension Trust Fund. Increase appropriation by $6,600 to account for trust administration costs. This increase in expenditure is offset by the trust's investment earnings. • Fund 135 Federal Asset Forfeiture Fund. Increase appropriation by $34,500 to cover allocated annual subscription for the Police Department's vehicle license plate reader program. The fund has sufficient reserve for this appropriation. • Fund 183 Unemployment Compensation Fund. Increase appropriation by $17,500 to account for higher claim costs. The fund has sufficient reserve for this appropriation. • Fund 300 Water Enterprise Fund. Increase appropriation by $289,500 to cover higher water supply costs. The fund has sufficient reserve for this appropriation. Carryover Appropriations Staff recommend that the City Council approve the following appropriations to be carried over and added to the Fiscal Year 2025-2026 budget. • Fund 184 Equipment Replacement Fund —Vehicle and equipment purchase total $1,176,576 approved by the Council in 2024-2025. This total includes two pickup trucks, four flatbed vehicles, two utility vehicles, one riding mower, five Dodge Durango police pursuit -rated vehicles and vehicle conversion packages, and remodel of the Police Department's Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 City Council Agenda Report Fiscal Year 2024-2025 Year -End Update October 21, 2025 Page 6 of 7 equipment room. The vehicles and equipment have been ordered and expected to be delivered in 2025-2026. The equipment room remodel was in progress as of June 30, 2024, and will be completed in 2025-2026. • Fund 300 Water Enterprise Fund — One vehicle purchase of $53,085 approved by the Council in 2024-2025. The vehicle has been ordered and will be delivered in 2025-2026. Pension Update The City's net pension liability represents the total liability for pension benefits earned by employees to date, offset by the market value of assets held by CalPERS on behalf of the City. When the market value of those assets rises, the net pension liability declines. When the market experiences a downturn, the net pension liability increases. The City's net pension liability excluding its pension trust was $86 million or 77% funded as of June 30, 2024, which is based on the most recent CalPERS actuarial report issued in July 2025. CalPERS finished fiscal year 2024-2025 with a net investment gain of 11.6%, which far exceeded the pension plan's discount rate of 6.8%. The 11.6% investment gain will be reflected in the actuarial valuation report to be issued in July 2026. Staff estimate that the 11.6% investment gain reduces the City's pension liability by approximately $13 million as of June 30, 2025, and increases the funding percentage to 82% excluding the pension trust balance as described below. To manage its pension liability, the City has implemented a five-year pension funding plan. Spanning from 2022 to 2026, the funding plan makes annual discretionary paydowns to CalPERS and deposits additional funds annually into a separate Pension Trust, which is held by Public Agency Retirement Services (PARS). The trust funds can be used to pay down pension liability. As of June 30, 2025, the PARS Pension Trust had a balance of approximately $17 million, which brings the City's estimated net pension liability to $69 million or 87% funded as of June 30, 2025. 10-year Fiscal Sustainability Strategy At the May 20, 2025 budget workshop, a 10-year Fiscal Sustainability Strategy, built on principles outlined by the Government Finance Officers Association (GFOA) was presented to facilitate the City Council's goal of achieving a structurally balanced budget. GFOA defines a structurally balanced budget as one that aligns annual recurring revenues with annual recurring expenses. GFOA also recognizes maintaining a sustained reserve level as a practical sign that the budget is structurally balanced. The City's 10-year Fiscal Sustainability Strategy seeks to achieve these goals by implementing the following objectives: Docusign Envelope ID: 7573C612-77F6-4535-B95E-2F8B74E33879 City Council Agenda Report Fiscal Year 2024-2025 Year -End Update October 21, 2025 Page 7 of 7 1. Increase General Fund recurring revenues by advancing development of City owned properties, which will generate recurring revenues such as sales tax and property taxes. 2. Decrease General Fund recurring expenses including analysis to explore new pension paydown strategies. 3. Utilize non -recurring revenues to fund the following: a) Uphold the City Council's General Fund Reserve Policy to maintain a reserve of at least 15% to 20% of annual General Fund operating expenditure b) Implement pension paydown strategies c) Operations and programs, if needed, to maintain existing service levels As an implementation step toward achieving objective number two of 10-year Fiscal Sustainability Strategy, at the June 2025 budget adoption for Fiscal Year 2025-2026, the City Council directed staff to work with an outside consultant on a study of the City's Unfunded Accrued Liability (UAL) and a new pension funding plan. The project is underway and will incorporate impacts from CalPERS 2024- 2025 investment gains and balance from the PARS pension trust. Staff expect to present results of the study and funding options for the City Council's consideration as part of the 2025-2026 Mid -Year Budget Review in February 2026. Signed by: 4D86AFAFFF77473... Jennifer King Finance Director/City Treasurer