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2015-05-14 Finance Committee MinutesPresent: Councillor Merrithew Craig Lavigne Councillor Strowbridge Councillor Lowe Councillor MacKenzie Councillor Reardon Greg Yeomans Cathy Graham Hilary Nguyen Lloyd Foote - Deloitte Jeremy Mallais - Deloitte FINANCE COMMITTEE CITY OF SAINT JOHN MINUTES WEDNESDAY, MAY 14, 2015 — 4:30 pm John Nugent Jon Taylor Bill Edwards Jacqueline Hamilton Neil Jacobson Kevin Clifford Also present - Sherry O'Connor, Recording Secretary Approval of Aqenda Moved by Councillor Reardon Seconded by Councillor MacKenzie THAT the agenda of the May 14, 2015 meeting be approved as circulated. CARRIED Approval of Minutes Moved by Councillor MacKenzie Seconded by Councillor Lowe THAT the minutes of the November 27, 2014 meeting be approved as circulated. CARRIED 2 General Fund Financial Statements Highlights — Greg Yeomans The purpose of today's meeting is to review the General Fund and Water & Sewerage Utility Financial Statements. Department heads are in attendance to answer any questions from the Committee. 2014 Results Revenues The City received 100% of the budgeted revenue for Residential Property Tax and the Unconditional Grant. There is a recovery for most of the over expenditure in Police Services. The Police Commission will speak to their budget when they send their results in to Council. They are a separate Commission. Parking is under budget due to the bad weather and less events going on. Expenditures Growth and Community Development are $754,987 to the good. Public Safety shows $161,323 in the negative but the Police number of $892,902 is in there. Fire Rescue and Suppression was $178,108 to the good. Transportation & Environment Services are $2,367,199 in the red with the bulk of that in Roadway Maintenance. In May last year, Mr. Edwards went before Council with a report saying that this service area was projecting a $2.7 million over expenditure as a result of snow clearing last winter. Transit service — Greg will be taking their report to Council to talk about their results. Transit's bottom line for 2014 is a shortfall of $334,367. Administrative Services are $410,422 to the good. Strategic Services are $342,566 to the good. Legislated Services are $210,019 to the negative. The bulk of that is for the payouts for the City Manager. They were budgeted in 2015 but were accrued in 2014 as per the appropriate accounting treatment. These funds can be used to mitigate the $3.5 million shortfall from the 2015 winter operations. It is important to note that last November a report went to Common Council that indicated at that point in time it was projected that there would be a $1.4 million deficit for 2014. 3 We are at $933,059 so we are approximately $500,000 to the good. The City Manager was unable to attend but he wanted Greg to highlight that when you look across the board a lot of departments pitched in and did things to mitigate that expenditure. The General Fund is $933,059 in the negative but on the operational side we had a slight surplus in 2014. The actuaries did an evaluation at the end of the year on the Heart and Lung liability and LTD liability. The actuarial investment earnings assumption went from 4.48 to 3.47 from Jan 1 to Dec 31, 2014 which cost about $1.3 million in expenses. That was approximately $780,000 on the Heart and Lung and about $530,000 on the LTD. The General Fund is a really good news story except for that change. Without that the General Fund would have broken even despite the fact that we were $2.7 million behind in May. The bottom line is the $933,059 deficit will be the first charge in the 2016 budget. The Finance Committee can get together again before these statements go to Council and discuss what they would like presented. Water & Sewerage Utility Statements Revenue Metered Accounts is $2,461,588 to the good. The bulk of this relates to a negotiated settlement with Irving Oil. There is a lump sum payment from previous years of about $2.5 million dollars. Other Revenue is $980,418 to the good. $380,000 in that number is recovery of insurance proceeds from a fire at Musquash. There was $92,000 more in interest revenue than budgeted and recoveries of $150,000 more than they budgeted which came from Fundy Solid Waste. Expenditures Drinking Water costs and Industrial Water costs are below budget. Other Charges is overspent because of the $2.5 million from the Irving negotiations being placed into a reserve. That is the biggest variance in the fiscal charges. Debt for Water and Sewerage Utility At the end of 2014 versus the end of 2013 debt is actually down about half a million. In 2014, $4 million was borrowed and $4,293,000 was paid. By putting aside the $2.5 million into a reserve this will enable the Utility to reduce capital borrowing. We are well within the constraints of all our borrowing. Deloitte will be on sight the first two weeks of June to do the Consolidated Financial Statement Audit. El The Consolidated Statements should be ready to go to Council the first week of July. Motion Moved by Councillor Reardon Seconded by Councillor Lowe THAT the General Fund and Water and Sewerage Utility Financial Statements be received and filed. The meeting adjourned at 6:00 p.m. CARRIED Councillor David Merrithew, Chairperson