HomeMy WebLinkAboutOrdinance No. 2739-2014u
Suggested by: Administration
CITY OF KENAI
ORDINANCE NO. 2739 -2014
AN ORDINANCE OF THE COUNCIL OF THE CITY OF KENAI, ALASKA, INCREASING
APPROPRIATIONS IN THE GENERAL LAND SALES PERMANENT FUND TO TRANSFER
EARNINGS IN EXCESS OF BUDGETED AMOUNTS TO THE CITY'S GENERAL 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, the allowable transfer amount for the policy is the lesser of 5% of the
funds December 31st market value or the actual calendar year earnings; and,
WHEREAS, the December 31 balance for the fund was $2,923,441 and the 2013
calendar year earnings were $344,670; and,
WHEREAS, 5% of $2,923,441 produces a maximum allowable transfer of $146,172
which is less than the actual earnings of $344,670; and,
WHEREAS, the calculated maximum allowable transfer is $8,440 more than originally
budgeted for FY14 allowing for an increase to the authorized transfer amount of
$8,440.
NOW, THEREFORE, BE IT ORDAINED BY THE COUNCIL OF THE CITY OF KENAI,
ALASKA, that appropriation be increased as follows:
General Land Sales Permanent Fund
Increase Appropriations
Transfer to General Fund
PASSED BY THE COUNCIL OF THE CITY OF KENAI, ALASKA, this 5th day of
February, 2014.
PAT POR ER, MAYOR
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San r Modigh, ZSty Clerk
Approved by Finance:
Introduced: January 15, 2014
Adopted: February 5, 2014
Effective: February 5, 2014
New Text Underlined; ]DELETED TEXT BRACKETED]
"Villaye with a Past, C# with a Future"
FINANCE DEPARTMENT
210 Fidalgo Avenue, Kenai, Alaska 99611 -7794
Telephone: 907 - 283 -7535 ext 221 / FAX: 907 - 283 -3014
^� v
I\ To: Rick Koch, City Manager
`1.Z From: Terry Eubank, Finance Director
Date: January 8, 2014
Re: Ordinance 2739 -2014
The purpose of this memo is to provide support for passage of Ordinance 2739 -2014. This
Ordinance will increase the authorized transfer amount from the General Land Sale Permanent
Fund (GLSPF)to the City's General Fund for FY14. This increased amount is possible because
earnings were higher than projected for calendar year 2013. 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 31" or actual earnings for the calendar year
The December 31, 2013 market value of the GLSPF was $2,923,441 and 2013 actual earnings
were $344,670. The FY14 transfer amount calculation is as follows:
Market Value
December 31, 2013
Portfolio Value $2,923,441
5% of Portfolio Value $146,172
Calendar Year Earnings $344,670
FY14 Allowable Transfer $146,172
The FY14 budgeted transfer amount was $137,732. This Ordinance will increase the budgeted
transfer amount to the maximum value of $146,172.