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HomeMy WebLinkAboutOrdinance No. 3029-2018_____________________________________________________________________________________ New Text Underlined; [DELETED TEXT BRACKETED] Sponsored by: Administration CITY OF KENAI ORDINANCE NO. 3029-2018 AN ORDINANCE OF THE COUNCIL OF THE CITY OF KENAI, ALASKA, INCREASING APPROPRIATIONS IN THE GENERAL AND AIRPORT LAND SALES PERMANENT FUNDS TO TRANSFER EARNINGS IN EXCESS OF BUDGETED AMOUNTS TO THE CITY’S GENERAL AND AIRPORT SPECIAL REVENUE FUND. WHEREAS, Article 5, Section 5-11 of the City’s Charter, requires the proceeds from the Sale of all City owned, non-trust lands be deposited in a separate fund, the General Land Sale Permanent Fund, and allows for the investment earnings to be used for any lawful purpose but prohibits the expending of the proceeds from land sales; and, WHEREAS, section 7.30.010 of the Kenai Municipal Code (KMC) established a fund to account for the proceeds from sale of land deeded to the City by the US Government for benefit of the Kenai Municipal Airport, and allows for up to 5% of the five-year average ending balance to be used for any lawful airport purpose; and, WHEREAS, the General Land Sale Permanent Fund’s 2017-year ending balance of $3,231,213 was an increase of $235,180 from the December 31, 2016 balance. The allowable transfer to the General Fund for operations is limited to the lesser of 5% of the funds year ending balance, $161,561 or the years actual earning $384,982; and, WHEREAS, the FY2018 budgeted amount for the General Land Sale Permanent Fund was $150,993 meaning the actual will be $10,568 more than budgeted and increasing the transfer amount to the maximum amount is in the City’s best interest; and, WHEREAS, the allowable transfer amount of the Airport Land Sale Permanent Fund with a 2017- year ending balance of $25,751,927 is $1,210,348; and, WHEREAS, the FY2018 budgeted transfer amount was $1,191,711 meaning the actual will be $18,637 more than budgeted and increasing the transfer amount to the maximum amount is in the City and Kenai Municipal Airport’s best interest. NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF KENAI, ALASKA, as follows: Section 1. That the estimated revenues and appropriations in the General Land Sale Permanent Fund be increased as follows: General Land Sale Permanent Fund: Increase Estimated Revenues – Investment Earnings $10,568 Ordinance No . 302 9-2018 Page 2 of 2 Increase Appropriations - Transfer to General Fund $10.568 Section 2. That the estimated revenues and appropriations in the Airport Land Sale Permanent Fund be increased as follows : Airport Land Sale Permanent Fund: Increase Estimated Revenues - Investment Earnings Increase Appropriations - Transfer to Airport Special Revenue Fund $18 .637 $18 .637 Section 3. Severability: That if any part or provision of this ordinance or a pplication thereof to any pe rson or circumstances is adjudged invalid by any court of competent jurisdiction , such judgment shall be confined in its operation to the part, provision, or application directly involved in all controversy in which this judgment shall have been rendered, and shall not affect or impair the validity of the remainder of this title or application thereof to other persons or circumstances. The City Council hereby declares that it would have enacted the remainder of this ordinance even without such part, provision , or application . Section 4. Effective Date : That pursuant to KMC 1.15.070(f), this ordinance shall take effect upon adoption. ENACTED BY THE COUNCIL OF THE CITY OF KENAI, ALASKA, this 20th day of June, 2018. ---L/....=....:....._.:._~t/~~===.._~11' New T ext Underlined; [DE LETED T EXT BRAC KETED] Introduced : June 6, 2018 Enacted : June 20, 2018 Effective: June 20 , 2018 MEMORANDUM TO: Mayor Brian Gabriel and Kenai City Council THROUGH: Paul Ostrander, City Manager FROM: Terry Eubank, Finance Director DATE: May 24, 2018 SUBJECT: Ordinance 3029-2018 ______________________________________________________________________ The purpose of this memo is to recommend passage of Ordinance 3029-2018. This Ordinance will increase the authorized transfer amount from the General Land Sale (GLSPF) and Airport Land Sale Permanent Funds (ALSPF) to the City’s General Fund and Airport Funds for FY18. This increased amount is possible because earnings were higher than projected for calendar year 2017. GLSPF Pursuant to KMC 7.30.020 the annual transfer from the GLSPF shall be equal to the lesser of 5% of the funds value at December 31st or actual earnings for the calendar year The December 31, 2017 market value of the GLSPF was $3,231,213 and 2017 actual earnings were $384,982. The FY18 transfer amount calculation is as follows: December 31, 2017 Portfolio Value $3,231,213 5% of Portfolio Value $161,561 Calendar Year Earnings $384,982 FY18 Allowable Transfer $161,561 The FY18 budgeted transfer amount was $150,993. This Ordinance will increase the budgeted transfer amount to the maximum value of $161,561, an increase of $10,568. ALSPF Page 2 of 2 Ordinance 3029-2018 Pursuant to KMC 7.30.020 (a) 4, 5% of the fund’s five-year average, December 31st ending balance may be transferred to the Airport for operations. The fund’s five-year average, December 31st ending balance was $24,206,962, allowing for a transfer of $1,210,348 as calculated below. Market Value Actual Actual Actual Actual Actual December 31, 2013 2014 2015 2016 2017 Portfolio Balance $24,095,421 $24,348,075 $23,149,202 $23,690,184 $ 25,751,927 5 Year Average FY 19 Budget $24,206,962 X 5% $ 1,210,348 The FY18 budgeted transfer amount was $1,191,711. This Ordinance will increase the budgeted transfer amount to the maximum value of $1,210,348, an increase of $18,637. Your support for Ordinance 3029-2018 is respectfully requested.